500 episodes

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.

The Vox Markets Podcast Vox Markets Podcast

    • Business

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.

    B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"

    B90 Holdings Q&A: "We are focusing very hard on the massive opportunity the 2024 sports calendar offers us"

    Vox Markets speaks to Ronny Breivik, executive chairman of B2B gaming platform provider B90, about how new marketing deals signed by key affiliate partner Oddsen.nu lay a solid foundation for significant global expansion ahead of a busy year on the sporting calendar.

    • 5 min
    Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"

    Rogue Baron Q&A: "We stick to areas where we think we've got a competitive advantage"

    Vox Markets speaks to Hamish Harris, executive director of Aquis-listed spirits investor Rogue Baron, about the valuation potential indicated by recent third-party investment into its Shinju Japanese whisky subsidiary, why George Clooney means good news for its tequila assets, and how its strategy to focus on the ultra-premium spirits category could deliver major upside for investors.

    • 10 min
    Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management

    Vox Markets Fund Manager Series: Michael Ulrich of J O Hambro Capital Management

    On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management 

    On today's live Fund Manager series on Vox Markets, I was delighted to speak to accomplished investor Michael Ulrich, CFA of J O Hambro Capital Management – including:

    00:00 His approach to investing & YTD performance
    02:40 Why no exposure to UK banks?
    04:15 Smith+Nephew
    09:45 Haleon
    14:00 Unilever
    22:00 Hargreaves Lansdown
    27:35 Diageo
    34:05 Smiths Group plc 
    40:40 Anglo American
    45:50 Whitbread 
    51:45 SSP Group plc
    55:05 National Grid 
    59:40 Ashtead Group Plc
    65:00 IMI 
    67:50 LSEG (London Stock Exchange Group) & valuation
    76:55 Conduit Holdings

    • 1 hr 21 min
    The Exchange with Neil Shah

    The Exchange with Neil Shah

    On today's live Exchange show, I was delighted to speak to accomplished investor Neil Shah of Edison Group – including:

    00:00 His approach to investing & YTD performance
    07:30 Burberry
    12:45 AO World
    19:45 YouGov
    23:20 Mpac Group 
    27:55 GlobalData Plc
    33:30 Equals Money
    35:25 Kainos
    38:40 Softcat plc
    42:00 Any other possible takeover M&A targets?
    43:50 Lords Group Trading
    50:00 Renew Holdings plc
    54:10 Mitie
    58:40 Warpaint Cosmetics
    60:25 Plus500™
    64:15 Victrex
    70:00 Rolls-Royce & Rightmove
    73:30 Outlook for equities

    Disclosure: I own EQLS & VCT, with EQLS, LORD & MPAC being Vox Markets clients.

    • 1 hr 18 min
    Q&A with B90 Holdings: "we have built a platform that can be scaled"

    Q&A with B90 Holdings: "we have built a platform that can be scaled"

    Watch it on YouTube

    Vox Markets speaks to Ronny Breivik, executive chairman of gaming technology specialist B90 Holdings, about a transformative year for the company which has seen it complete a strategic transition to a profitable B2B service provider.

    • 7 min
    Q&A with European Green Transition CEO, Aiden Lavelle

    Q&A with European Green Transition CEO, Aiden Lavelle

    Watch on YouTube

    European Green Transition #EGT put out an attractive set of sampling results from its Olserum rare earths project in Sweden. Aiden Lavelle talks us through the results themselves, the implications and the next steps, including plans for an upcoming drilling programme and ways of monetising the project.

    • 3 min

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