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The Vox Markets Podcast

The Vox Markets Podcast

By: 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 Economics Hourly Personal Finance
Episodes
  • 2428: 2 P's on a Pod: Is UK Takeover Activity Just Getting Started?

    2428: 2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
    Jun 26 2026

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    In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

    00:00 Advanced Medical Solutions
    04:00 Recent buys
    07:25 Spire Healthcare
    12:45 Ramsdens
    19:15 Segro
    23:50 Easyjet
    28:10 Gamma Communications
    31:30 IP Group
    33:40 ITV
    37:00 Avingtrans
    40:35 Distribution Finance Capital Holdings
    44:35 Volex
    48:50 Telecom Plus
    51:25 Impact of change in tax treatment of cash held in ISAs
    53:50 Moonpig
    57:55 Gear4Music
    1:00:25 McBride
    1:07:55 MHA
    1:13:15 Low margin retailers eg AO World, Halfords, etc
    1:15:40 NIOX
    1:18:15 BRCK / Brickability
    1:20:05 Severfield
    1:23:05 Carclo

    #AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR
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    1 hr and 26 mins
  • 2427: Zeus says Rift Helium could be worth multiples of current share price

    2427: Zeus says Rift Helium could be worth multiples of current share price
    Jun 23 2026
    Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 435.5p.
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    16 mins
  • 2426: Mining Matters - Cavendish says Blencowe Resources shares could go 500% higher

    2426: Mining Matters - Cavendish says Blencowe Resources shares could go 500% higher
    Jun 22 2026
    Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to export.
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    16 mins
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