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  • 2172: Small-cap Investing with Paul Hill and Paul Scott

    2172: Small-cap Investing with Paul Hill and Paul Scott
    2025/08/20
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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

    00:00 What today’s UK inflation data means for bond yields and the stock market.
    04:30 Will there be a peace deal between Russia & Ukraine?
    05:30 Possible impact of autonomous driving on telematics software firms Microlise, Quartix & Seeing Machines
    08:20 Aurrigo International
    11:00 Inspiration Healthcare
    15:30 Costain
    18:15 IWG/Regus
    24:20 Thoughts on recovery of office market
    25:40 Applied Nutrition
    28:10 Tribal Group
    34:25 Manolete
    37:40 Feedback from conversation with Pennant International CEO
    44:20 TT Electronics
    48:00 Morgan Advanced Materials
    52:30 Anglo Eastern Plantations
    55:10 Coats
    57:05 Ashtead Technology
    1:02:45 Pebble Beach Systems
    1:06:35 Tekmar Group
    1:08:20 Revolution Beauty & possible trading read across to Warpaint

    #SAAS #QTX #SEE #AURR #COST #IWG #APN #TRB #MANO #PEN #TTG #MGAM #AEP #COA #AT. #PEB #TGP #REVB #W7L
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    1 時間 14 分
  • 2171: The Exchange with Paul Jourdan of Amati Global Investors

    2171: The Exchange with Paul Jourdan of Amati Global Investors
    2025/08/18
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    In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 14 stock ideas.

    00:00 Equity outlook
    03:00 When will there be a peace agreement between Ukraine and Russia?
    05:50 Chemring
    10:55 Qinetiq
    12:20 Ashtead Technology
    17:10 Serica Energy
    21:20 Petrotal
    23:55 Big Technologies
    29:10 Kainos
    34:40 Trainline
    41:00 Greatland Gold
    47:40 Hochschild
    50:20 Tracsis
    53:25 GB Group
    58:25 Mercia Asset Management
    61:40 Favourite stock idea for 2026. BOKU

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    1 時間 7 分
  • 2170: Fintel CEO Matt Timmins Reveals Bold Growth Plans After Record First Half

    2170: Fintel CEO Matt Timmins Reveals Bold Growth Plans After Record First Half
    2025/08/15
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    In an exclusive interview with Vox Markets, Fintel CEO Matt Timmins breaks down the company’s strong H1 performance, highlights key growth drivers, and teases strategic partnerships and acquisitions on the horizon. With recurring revenues rising and digital transformation accelerating, Timmins outlines why Fintel is positioning itself as the “intel inside” of UK financial services. A must-watch for investors looking for steady growth and hidden upside.
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    9 分
  • 2169: Small-cap Investing with Paul Hill and Paul Scott

    2169: Small-cap Investing with Paul Hill and Paul Scott
    2025/08/14
    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.
    00:00 Macro thoughts, valuations, QE and UK smallcaps
    (05:30 Ultimate Products)
    09:50 Treatt
    18:50 Warpaint
    22:15 CREO Medical
    26:20 Supermarket Income REIT
    28:50 Gambling stocks & Rank Group
    30:35 Mears
    34:00 Pennant International
    38:10 Gemfields
    40:45 Shoe Zone
    44:25 XP Factory
    49:20 Altitude Group
    50:50 DotDigital
    53:35 Trufin
    57:20 Calnex
    61:05 Beeks Financial
    64:25 MHA
    67:15 Pagegroup
    70:30 B&M
    73:35 Softcat
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    1 時間 18 分
  • 2168: Q&A with Paul Barrett from Rome Resources

    2168: Q&A with Paul Barrett from Rome Resources
    2025/08/13
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    Paul Barrett, chief executive of Rome Resources joins Vox for an update, following the latest set of drill results from the company's Mont Agoma project in the Democratic Republic of Congo. The company continues to hit encouraging grades of tin and copper at Mont Agoma, as it heads towards a maiden resource, expected next month. Drilling will continue after that, though, and the signs are that the resource could get substantially bigger once more work is completed. Barrett sets out the company's plans in detail, and explains just how significant the grades Rome is encountering really are.
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    14 分
  • 2167: Q&A with IXICO CEO Bram Goorden

    2167: Q&A with IXICO CEO Bram Goorden
    2025/08/13
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    In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm - takes me through yesterday’s contract wins.
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    8 分
  • 2166: Q&A with Harena Resources non-executive chairman, Ivan Murphy

    2166: Q&A with Harena Resources non-executive chairman, Ivan Murphy
    2025/08/12
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    Harena Resources #HREE has added a subscription to its its previously announced fundraising, and has now taken the total new money raised to £1.23 million. The company will use the money to proceed with work at its Ampasindava rare earths project in Madagascar, which chairman Ivan Murphy says may be in production within a year.
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    9 分
  • 2165: Small-cap Investing with Paul Hill and Paul Scott

    2165: Small-cap Investing with Paul Hill and Paul Scott
    2025/08/06
    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas:

    00:00 Recent buys & sells: 4Imprint & CT Automotive
    04:10 Zotefoams
    08:10 Eagle Eye
    10:00 Tracsis
    12:30 Videndum
    17:40 Synthomer
    20:50 Close Brothers
    23:35 Auction Technology Group
    27:40 Tortilla Mexican Grill
    29:50 Domino’s Pizza UK
    34:55 Yougov
    37:55 TP ICAP
    40:35 Pets at home
    43:30 XP Power
    45:55 Travis Perkins
    47:20 MS International
    50:40 Senior
    52:45 Mincon
    55:30 Bango
    57:25 Xaar
    58:45 James Halstead
    61:45 Measuring stock liquidity
    63:25 Manx Financial
    65:10 Banks & macro read-across
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    1 時間 10 分