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  • 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
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    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.
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    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
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    22 分
  • 2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams

    2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams
    2025/04/30
    Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months
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    29 分
  • 2087: Focusrite Interview with CEO Tim Carroll and CFO Sally McKone

    2087: Focusrite Interview with CEO Tim Carroll and CFO Sally McKone
    2025/04/30
    Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches
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    15 分
  • 2086: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins

    2086: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins
    2025/04/29
    Watch on YouTube

    In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including:

    00:00 Mpac’s core markets, USPs and growth drivers
    02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24
    07:40 Financial highlights
    11:20 Q1’25 trading and FY’25 revenue cover
    17:35 New product launches and future development
    20:50 Pension
    21:45 Closing remarks
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    23 分
  • 2085: Lithium, with Zinnwald's Anton du Plessis

    2085: Lithium, with Zinnwald's Anton du Plessis
    2025/04/29
    Watch on YouTube

    Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium #ZNWD takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.
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    1 時間 17 分
  • 2084: The Exchange with James Thorne of Columbia Threadneedle

    2084: The Exchange with James Thorne of Columbia Threadneedle
    2025/04/28
    Watch on YouTube

    In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies.

    00:00 Outlook for UK mid/smallcaps
    03:45 Chemring
    07:25 Avingtrans
    10:30 Inspecs
    12:50 Oxford Instruments
    16:20 Paypoint
    19:10 Trainline
    21:55 Auction Technologies
    25:05 Tekmar
    27:15 Crest Nicholson
    32:10 Eleco
    34:55 Activeops
    38:25 Yougov
    41:05 Microlise
    45:05 Oxford Biomedica
    51:00 Everplay
    54:20 Bridgepoint
    60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)
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    1 時間 3 分