The Vox Markets Podcast Vox Markets Podcast

On today’s VOX Markets live, I was delighted again to speak to expert UK smallcap investor, analyst & commentator Paul Scott of Stockopedia.

In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through:

1.   What this leading Buildtech software developer does, its main USPs and the current health of the market.
2.   Highlights from today's strong and in line H1’24 trading update.
3.   New products recently launched
4.   Integration of Vertical Digital and robust cash generation
5.   Outlook for rest of 2024 and longer term vision.

Encouraging results from European Green Transition's Limni copper project in Cyprus, where samples show useful-looking levels of copper and gold. Here to tell us what it means, and to talk about next steps, is EGT's Aiden Lavelle.

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In this investing masterclass, I was delighted again to speak to legendary UK small/midcap fund managers Christopher and Nicholas (Nick) Mills of harwoodcapital – including:

00:00 Investment approach, Nick’s background & fund performance
07:15 NIOX
11:05 Pinewood Technologies
14:35 EKFdiagnostics
16:50 Trifast
22:40 Carr's Group 
26:35 Hargreaves Services
33:25 Key USPs of Harwood Capital
36:20 Renalytix & VericiDx
38:50 Animalcare
43:00 Spire Healthcare
46:35 Best way to learn about stock picking
52:05 Avingtrans 
54:25 Investing in Harwood Capital, Restore & upcoming investor event
59:30 Tribal Group
1:04:15 PayPoint
1:08:25 Elementis 
1:10:35 Avoiding lifestyle businesses
1:12:00 Outlook for equities

#NIOX #PINE #TRI #CARR #ANCR #HSP #EKF #RENX #VRCI #SPI #TRB #AVG #RST #PAY #ELM

Disclosure: #AVG & #VRCI are Vox Markets clients

More encouraging results from CleanTech Lithium, as grades and recoveries continue from its DLE project in Chile to hold up well, real progress is being made with the pilot plant in Chicago, and conversations with potential off-take partners look well set up. As the company moves towards completion of a pre-feasibility study, Steve Kesler joins us to give us the full rundown.

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On this morning’s Vox Markets Exchange, I was delighted again to speak to accomplished investor Roland Head of Stockopedia including:

00:00 His investment approach, YTD returns & the outlook for equities
08:00 Burberry
13:40 Duke Capital
15:40 Serica Energy
20:45 James Halstead
25:30 Renold
27:20 Page group
30:50 The Property Franchise Group
33:15 PayPoint
38:30 RWS
45:05 UK brickmakers & Michelmersh Brick
47:30 RS Group
53:00 Assura & BATS
54:30 UK building products sector, Eurocell &Somero
60:15 Potential global supply chain disruption if #Trump wins the US Presidential election
62:55 Renewables Infrastructure Group
68:10 City of London Investment Group
71:35 Stocks Roland has been selling