Episodes

  • 2347: The Exchange with Scott McKenzie
    Mar 23 2026

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    I
    n this fascinating interview, accomplished professional UK investor & ex fund manager Scott McKenzie takes me through 22 stock ideas, including:

    00:00 Outlook for equities given geopolitical turmoil
    03:20 Scott’s investment approach
    04:45 Ashtead Technology
    08:15 Jet2
    12:15 Telecom Plus
    17:05 Trainline
    21:55 Mobico (formerly National Express)
    23:10 BRCK (formerly Brickability)
    28:20 Vistry
    35:30 Spire Healthcare
    37:50 MJ Gleeson
    42:00 Tracsis
    45:50 Craneware
    49:30 Gamma Communications
    53:45 Beauty Tech Group
    58:35 MONY/Moneysupermarket
    63:50 Pets At Home
    67:15 Paypoint
    71:20 FRP Advisory
    73:45 Mercia Asset Mgt
    78:10 Brooks MacDonald
    81:40 Distribution Finance Capital Holdings
    83:50 Goodwin
    85:45 Favourite stock idea for next 12 months. IP Group

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    1 hr and 29 mins
  • 2346: KEFI's Big £34m Raise
    Mar 23 2026

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    KEFI Gold & Copper has just raised £34 million via a placing of shares at 1.2p. The money raised completes the funding required for construction of the Tulu Kapi gold mine in Ethiopia, where work is already underway. There was significant institutional interest in the raise, but retail investors can also get a look in via a separate £1m fundraising exercise that's taking place via RetailBook. KEFI's chairman Harry Anagnostaras-Adams joins Vox to tell us more.

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    13 mins
  • 2345: Great Western ramps up tungsten exploration
    Mar 23 2026
    Great Western Mining recently extended the extent of its tungsten holdings around its Defender-Pine Crow project in Nevada. The additional claims were staked on the basis of their geological potential, and also to create a buffer zone against rival staking. The plan now is to get on the ground and initiate field work, with a view to getting the drill rigs turning sometime in July. A potential resource would then follow. Ed Loye, Great Western's chief executive, joins Vox to tell us more.
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    8 mins
  • 2344: Richmond Hill gets set to drill
    Mar 20 2026

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    Richmond Hill Resources (RHR) has been working up its Martello gold project in Canada in recent months, and is now just about ready to drill. The initial programme will be about 1,100 metres, and will then probably be followed up by further work, the specifics of which will be dependent on the results. Richmond Hill director Sheldon Modeland joins Vox to tell us about the wider implications of the drill programme and the nature of the opportunity that's on offer at Martello.

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    7 mins
  • 2343: 2Ps on a Pod — Is M&A Activity in UK Small Caps Telling Us Something the Market Isn't?
    Mar 18 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 21 stock ideas.

    00:00 Sectors potentially benefiting from the war in Iran
    02:45 Eleco
    06:55 CAB Payments
    10:45 System1
    13:50 M&C Saatchi
    17:10 Trustpilot
    20:20 Close Brothers
    23:45 TP ICAP
    26:40 Funding Circle
    33:45 Vistry
    37:45 Victrex
    43:30 Intercede
    49:25 Beeks Financial
    53:25 Fonix
    57:20 Tribal
    1:00:45 Spire Healthcare and UK M&A activity
    1:06:45 ITV
    1:10:45 JD Sports
    1:15:25 Intuitive Investments
    1:22:00 Zotefoams
    1:24:50 Somero Enterprises
    1:26:50 Eagle Eye

    #ELCO #CABP #SYS1 #SAA #TRST #CBG #FCH #TCAP #VTY #VCT #SPI #IGP #SPI #BKS #FNX #TRB #ITV #JD. #IIG #SOM #ZTF #EYE

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    1 hr and 33 mins
  • 2342: Pinnacle Discovers Silver, Lead and Zinc at El Potrer
    Mar 17 2026

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    Pinnacle Silver & Gold #PINN recently flew a LiDAR survey over its El Potrero project in Mexico with a view to identifying additional prospective areas. To date, the focus has been on old silver and gold workings to the north of the landholding. But following on from the LiDAR survey, Pinnacle has now identified significant silver, lead and zinc mineralisation further south. This type of mineralisation was previously unknown on El Potrero, and will now be the subject of follow-up work, including potential drilling in due course. Pinnacle's chief executive Bob Archer joins Vox to tell us more.

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    9 mins
  • 2341: Q&A with Water Intelligence
    Mar 17 2026

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    In this upbeat interview, Exec Chairman Patrick Desouza of Water Intelligence and CEO Will Knell of American Leak Detection take me through today’s positive 2025 trading update, outlook and momentum.

    00:00 Key growth drivers and accelerating momentum.
    10:30 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.
    19:20 Outlook, anticipated "exponential sales growth" & closing remarks.

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    24 mins
  • 2340: Shearwater delivers 37% Revenue Growth
    Mar 17 2026

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    Shearwater Group #SWG has reported interim results showing 31% revenue growth to £14.0m, driven by strong performance in its Services division and a number of significant contract wins with telecoms, financial services and government customers.

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    9 mins