エピソード

  • 2067: Mining Matters: Shaun Day from Greatland Gold

    2067: Mining Matters: Shaun Day from Greatland Gold
    2025/04/02
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    Shares in Greatland Gold have more than doubled over the past year, and it's not hard to see why. At a time of record high gold prices, Greatland is bringing one of Australia's biggest gold projects at Havieron. And, while that's all going on, it's also acquired and integrated the nearby Telfer mine and plant, meaning that the company is now producing and cashflow is coming in. An ASX listing is now planned. managing director Shaun Day talks us through it all, and outlines what plans the company has going forward.
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    38 分
  • 2066: Q&A with European Green Transition CFO, Jack Kelly

    2066: Q&A with European Green Transition CFO, Jack Kelly
    2025/04/01
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    In an interview with Vox Markets at the Master Investor Show, Jack Kelly, CFO of European Green Transition, discussed the Olserum Rare Earths project and EGT’s strategy to monetise mining assets while acquiring revenue-generating green economy businesses.
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    5 分
  • 2065: Small-cap Investing with Paul Hill and Paul Scott

    2065: Small-cap Investing with Paul Hill and Paul Scott
    2025/03/20
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    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 17 ideas on the following:

    00:00 Close Brothers – NEW Purchase
    03:10 Big Technologies – NEW Purchase
    12:45 Plexus Holdings
    17:20 Yougov
    20:00 SIG
    24:10 Advanced Medical Solutions
    28:05 Eagle Eye
    33:45 Centaur Media
    36:40 Card Factory
    39:55 Volex
    44:00 Breedon
    47:10 Fonix
    51:00 Focusrite
    54:30 Somero Enterprises
    56:35 WISE
    1:03:25 Zotefoams

    #CBG #BIG #POS #YOU #SHI #AMS #EYE #TUNE #CAU #CARD #VLX #BREE #FNX #SOM WISE #ZTF #BKS
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    1 時間 15 分
  • 2064: Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?

    2064: Randy Smallwood of Wheaton Precious Metals: Streaming, what is it, and why's it so lucrative?
    2025/03/20
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    Wheaton Precious Metals #WPM is a multi-billion dollar streaming company with assets around the world, and a particular focus on gold and silver. The company is built exclusively around streaming, a concept that was developed by the founders of the company more than a decade ago. Randy Smallwood, chief executive of Wheaton Precious Metals, joins us to talk about the pioneering business model, how it's got the company to where it is today, and where it goes from here.
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    48 分
  • 2063: Q&A with Cornish Tin CEO Sally Norcross-Webb and Chairman Clive Newall

    2063: Q&A with Cornish Tin CEO Sally Norcross-Webb and Chairman Clive Newall
    2025/03/19
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    Clive Newall and Sally Norcross-Webb of Cornish Tin join us to discuss the latest developments in relation to the company's Tregonning lithium project, which has recently doubled in size, as well as updating on the latest fundraising and upcoming tin and lithium drilling campaigns.
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    10 分
  • 2062: The Exchange with Alexandra Jackson of Rathbones

    2062: The Exchange with Alexandra Jackson of Rathbones
    2025/03/17
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    In this investing masterclass, accomplished fund manager Alexandra Jackson of Rathbones takes me through her view of the markets and latest thoughts on 20 stocks, including:

    00:00 Equity outlook
    03:50 Chemring
    10:10 Treatt
    14:40 Fevertree & Diageo
    19:45 Breedon, UK brick makers & Brickability
    24:25 SigmaRoc
    27:10 Takeover bid for Bakkavor by Greencore
    29:40 Cranswick
    32:35 Everplay (formerly Team17)
    37:40 Grainger
    43:35 Warehouse REIT
    44:05 Volution
    47:50 AB Dynamics
    51:30 Kainos
    56:55 Raspberry Pi
    64:15 GB Group
    69:40 Rotork
    73:45 Oxford Instruments
    79:20 Two favourite ideas for 2025. #RPI & Boku
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    1 時間 22 分
  • 2061: Small-cap Investing with Paul Hill and Paul Scott

    2061: Small-cap Investing with Paul Hill and Paul Scott
    2025/03/14
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    In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on 21 stocks.

    00:00 Market volatility
    04:25 REIT opportunities - Life sciences, CLS Holdings and Safestore (09:00).
    10:10 Spire Healthcare
    15:40 4Imprint
    18:55 Greggs
    21:15 Churchill China
    23:20 Kitwave
    26:00 Bid approach for Bakkavor by Greencore
    29:00 Van Elle
    33:05 Watkin Jones
    38:10 Grainger
    41:00 Beeks Financial Cloud
    45:05 Intercede
    50:45 Essensys
    56:05 Tracsis
    58:55 Bloomsbury Publishing
    61:20 OSB / One Savings Bank
    63:35Vanquis Banking
    65:15 B&M European
    69:30 Average position sizes
    69:45 Plexus Holdings

    #LABS #CLI #SAFE #SPI #FOUR #GRG #CHH #KITW #BAKK #GNC #VANL #WJG #BKS #IGP #ESYS #TRCS #BMY #OSB #VANQ #BME #POS
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    1 時間 12 分
  • 2060: Q&A with Richmond Hill Chairman, Hamish Harris

    2060: Q&A with Richmond Hill Chairman, Hamish Harris
    2025/03/14
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    Richmond Hill has just signed a letter of intent to acquire a significant swathe of exploration licences in Quebec. The licences are thought to be prospective for copper, gold and antimony, amongst other metals. Hamish Harris joins to tell us about Richmond Hill's transition away from the drinks industry into natural resources, and to outline what happens next
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    6 分