The Vox Markets Podcast Vox Markets Podcast

England expects it could be a tricky night for Rishi Sunak – can he survive until the General Election? And will the Tory party survive in the long run? Helen Thomas, former advisor to George Osborne, is here to discuss.

https://www.finalto.com/uk/overleveraged/

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

On today's live Exchange show, I was delighted to speak to accomplished investor John Hughman of Vox Markets – including:

00:00 His approach to investing & YTD performance
04:45 New Vox Markets stock picking service
05:45 XP Factory 
09:15 Loungers 
15:50 Future Plc
21:00 Journeo
25:40 Argentex Group
28:15 Cornerstone FS
30:40 Assessing the quality of management
35:15 Crossword Cybersecurity
39:50 Facilities by ADF
45:00 AVacta
47:55 Hargreaves Lansdown
53:15 Yü Group
56:45 Fadel Partners
59:55 Vistry
63:40 Marstons 
66:30 Chrysalis Investments
68:25 Life Science REIT 
72:20 Fintel 
76:15 Van Elle

#XPF #LGRS #FUTR #JNEO #AGFX #CSFS #CCS #ADF #AVCT #HL. #YU. #FADL #VTY #MARS #CHRY #LABS #FNTL #VANL

Watch on YouTube

Vox Markets speaks to Simon Deacon, CEO of Light Science Technologies #LST, about a year which has seen rapid revenue growth and judicious cost management move the controlled environment agriculture and passive fire protection specialist move close to self-financing growth as it eyes global expansion.

0:28 The £100bn market opportunity for LST’s three divisions – contract electronics manufacturing, controlled environment agriculture CEA), and passive fire protection.
3:07 Highlights of the FY24 results, including 13.8% revenue growth, improved margins and positive operating cash flow, and the importance of acquisitions made throughout the year.
5:39 The experience added through recent board additions.
6:45 The importance of synergies between the three operating divisions, and the creation of a turnkey solution for controlled environment agriculture.
10:55 Plans to scale up the business, including the use of strategic partnerships and distribution to grow the CEA business internationally.
13:44 How recent fundraisings and an enhanced bank facility will fund ambitious growth plans with a plan to become self-funding.
15:01 Describing the uniqueness of LST’s technologies.

In this interview, CEO James Hickman and CFO Judy Happe of Cornerstone FS #CSFS (soon to be renamed as Finseta) take me through today's excellent FY23 results - reporting adjusted EBITDA of £1.7m on sales up 100% LFL to £9.6m. Including

00:00 What the company does and its key growth drivers
06:15 Financial highlights
12:00 Commercialisation strategy (re international expansion, rebranding & new services)
20:00 Indicative FY’24 outlook

Disclosure: Cornerstone FS is a Vox Markets client

Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to invest in the country's vital sector. ALL aims to break ground at Ewoyaa later this year, contributing to the growing global demand for electric vehicles.

Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have? 

https://www.finalto.com/uk/overleveraged/

All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.