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  • 2496: 2 P's on a Pod: Small Cap Investing with Paul Hill & Paul Scott
    2026/09/25

    In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

    00:00 US of AI in investment
    02:15 MONY
    05:15 Future group
    08:10 Pollen Street
    12:40 Mercia Asset Management
    17:05 Ashtead Technology
    22:45 Harworth
    25:50 Raspberry Pi
    31:45 Kooth
    39:20 Warpaint Cosmetics
    43:00 Craneware
    50:25 XP Factory
    54:45 Frasers
    58:45 JD Sports
    1:01:00 Kingfisher
    1:05:25 Seeing Machines
    1:09:40 Aurrigo
    1:13:50 Fonix
    1:18:15 Luceco
    1:21:25 ASOS
    1:25:40 Vistry

    Investment Terms Crib Sheet:
    https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146

    #MONY #FUTR #POLN #MERC #AT. #HWG #RPI #KOO #WL7 #CRW #XPF #FRAS #JD #KGF #SEE #AURR #FNX #LUCE #ASC #VTY

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    1 時間 32 分
  • 2497: The Exchange with Paul Jourdan of Amati Global
    2026/09/28

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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 17 stock ideas.

    00:00 Equity outlook
    02:45 Stelrad
    05:35 Mortgage Advice Bureau
    08:10 BRCK / Brickability
    11:30 Greatland Resources
    19:30 Alfa Financial
    23:35 Cerillion
    27:35 Netcall
    31:25 Boku
    35:30 Tracsis
    39:00 Restore
    41:00 Serica and UK energy policy
    48:55 Hunting
    53:45 Renew Holdings
    56:15 Big Technologies
    61:50 Fintel
    65:00 Yu Group
    72:05 Favourite stock ideas for next 12-18 months
    72:50 Telecom Plus

    Investment Terms Crib Sheet: https://www.voxmarkets.com/media/6ab11346e0e7df2dda1ac146

    #SRAD #MAB1 #BRCK #GGP #ALFA #CER #NET #BOKU #TRCS #RST #SQZ #HTG #RNWH #BIG #FNTL #YU #TEP

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    1 時間 14 分
  • 2447: 2 P's on a Pod: Could More UK Takeovers Follow?
    2026/07/17

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

    00:00 Rotork
    04:45 Gooch & Housego
    08:10 System1 and Brave Bison
    13:55 Ramsdens
    16:15 AdvancedADVT
    25:55 M&C Saatchi
    27:30 Cake Box
    31:50 Alumasc
    36:35 Eagle Eye
    41:40 Big Technologies
    44:30 Beeks Financial
    47:20 Lendinvest
    50:00 Foxtons
    52:10 Headlam/Likewise
    54:25 Alfa Financial
    58:55 Cerillion
    61:30 BRCK / Brickability
    63:40 Vistry
    68:00 Dr Martens
    69:40 Capital Ltd
    72:50 Sysgroup
    75:35 MS International

    #ROR #GHH #SYS1 #BBSN #RFX #ADVT #SAA #CBOX #ALU #EYE #BIG #BKS #LINV #FOXT #HEAD #LIKE #ALFA #CER #BRCK #VTY #DOCS #SYS #CAPD #MSI

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    1 時間 19 分
  • 2453: Is this Getech’s Biggest Moment Yet?
    2026/07/23
    Getech CEO Chris Jepps discusses the company’s landmark €1m+ European Commission natural hydrogen contract, one of the largest in its history, alongside recent momentum in FY26 trading and new super-major oil and gas client wins.
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    9 分
  • 2457: Rift Helium: EIA on the way, seismic next!
    2026/07/28

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    Rift Helium #RIFT continues to make progress on its Rukwa project in Tanzania, where an environmental impact assessment is ongoing and likely to be completed soon. Once the official certificate is in, Rift will then commence a seismic survey, and the thinking is that that will be in the current quarter. Rift's chief executive Charlie FitzRoy joins Vox to tell us how it's all looking, what the drilling plans are, and to talk about how Rukwa sits in the context of the wider helium market.

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    10 分