『The Vox Markets Podcast』のカバーアート

The Vox Markets Podcast

The Vox Markets Podcast

著者: Vox Markets Podcast
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Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.Vox Markets 個人ファイナンス 経済学
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  • 2404: MedPal AI Launches New Health — £1.3m Push Into GLP-1
    2026/05/21
    MedPal AI (AIM: MPAL) launches New Health, a standalone GLP-1 sub-brand backed by £1.3 million of marketing, ahead of expected UK approval of Novo Nordisk’s oral Wegovy. CEO Jason Drummond on the strategy, the market, and the unit economics behind it.
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    12 分
  • 2403: The Exchange with Richard Staveley of Rockwood Strategic & Harwood Capital
    2026/05/20

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    In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:

    00:00 Stock picking magic behind Rockwood’s alpha generation
    02:05 Filtronic
    10:35 Van Elle
    12:10 Treatt
    14:00 Eagle Eye
    21:10 RM Group
    26:05 Tribal
    32:00 Kooth
    38:05 Funding Circle
    42:20 Mercia Asset Management
    48:05 Capital Ltd
    54:30 James Fisher
    59:15 Videndum
    1:07:05 Capita

    #RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI

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    1 時間 20 分
  • 2402: Q&A with Water Intelligence
    2026/05/19

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    In this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence, alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26.

    00:00 Key growth drivers, very strong demand for preventative maintenance and accelerating momentum.
    05:50 1st impressions from new CFO
    06:25 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.
    14:00 Key Q1’26 financials and FY'26 outlook
    18:25 Closing remarks.

    Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.

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    22 分
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