The Vox Markets Podcast

著者： Vox Markets Podcast
無料で聴く

  • サマリー

  • 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
    続きを読む 一部表示

あらすじ・解説

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
続きを読む 一部表示
エピソード
  • 2091: Small-cap Investing with Paul Hill and Paul Scott

    2091: Small-cap Investing with Paul Hill and Paul Scott
    2025/05/01
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

    00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home
    07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
    13:35 Genus
    18:40 Clarkson & impact of Trump’s tariffs
    24:05 Victrex
    27:00 LBG Media
    29:35 MPAC
    33:15 Trifast
    36:55 Strix
    39:00 DRX
    43:00 Eleco
    47:50 Tracsis
    49:35 Corero Network Security
    52:20 Focusrite
    56:00 Restore
    58:55 Cambridge Cognition
    61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter
    65:30 Whitbread
    68:45 Carclo

    Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

    Published by Vox Markets
    続きを読む 一部表示
    1 時間 13 分
  • 2090: Q&A with Prospex Energy CEO, Mark Routh

    2090: Q&A with Prospex Energy CEO, Mark Routh
    2025/05/01
    Watch on YouTube

    In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.
    続きを読む 一部表示
    11 分
  • 2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard

    2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
    2025/05/01
    Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through:

    00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion.
    05:30 Financial highlights
    10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions
    13:55 New product development
    16:40 Outlook for 2025 and inherent resilience of business
    18:10 Closing remarks and potential valuation upside

    Disclosure: I own shares in Eleco, who is also a Vox Markets client
    続きを読む 一部表示
    22 分

The Vox Markets Podcastに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。