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  • 2108: Mining Matters: SP Angel’s John Meyer on Commodities, Capital, and Change

    2108: Mining Matters: SP Angel’s John Meyer on Commodities, Capital, and Change
    2025/06/03
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    Copper, gold, lithium and diamonds: John Meyer is one of London's best-known mining analysts. He's been top-ranked by Extel on several occasions, and is a founding partner of broker SP Angel, one of the more prominent brokers in the small-cap mining scene. In wide-ranging conversation John talks about the potential for M&A this year, the outlook for smaller caps, how the market's changed over time, which commodities are in and which are out, and where the best places to go mining are.
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    50 分
  • 2107: Interview with Mike Ralston, CEO & Iain Wearing, COO of Blencowe Resources

    2107: Interview with Mike Ralston, CEO & Iain Wearing, COO of Blencowe Resources
    2025/05/30
    Blencowe Resources has been making great strides with its Orom-Cross graphite project in Uganda in recent months, and has recently received a new tranche of funding from the US's Development Finance Corporation. We are joined by Blencowe's chief operating officer Iain Wearing and by chief executive Mike Ralston for an update on progress and an overview of the company's plans and strategy regarding drilling, off-take, production rates and its connections into the US, the EU and the UK.
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    14 分
  • 2106: Small-cap Investing with Paul Hill and Paul Scott

    2106: Small-cap Investing with Paul Hill and Paul Scott
    2025/05/28
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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas.

    00:00 Recent buys & sells
    02:25 Begbies Traynor
    05:25 SDI Group
    08:40 SRT Marine
    10:20 Watchlist stocks and Spectra Systems
    13:05 React
    16:30 Bodycote
    19:20 Elementis
    22:35 Avon Technologies & defence stocks
    26:30 M&C Saatchi
    30:35 On the Beach
    33:30 Pets at home
    38:15 Frontier Developments
    41:30 Henry Boot
    44:05 GetBusy
    47:00 Zigup
    50:05 Gamma Communications
    53:05 Alumasc
    55:10 OPG Power
    57:40 Integrated Diagnostics Holding
    58:30 PZ Cussons
    60:40 Curry’s
    63:35 DRX
    64:55 Funding Circle
    66:30 Science Group vs Ricardo
    69:05 Seeing Machines
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    1 時間 16 分
  • 2105: Q&A with Poolbeg Pharma CEO, Jeremy Skillington

    2105: Q&A with Poolbeg Pharma CEO, Jeremy Skillington
    2025/05/28
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    Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.
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    9 分
  • 2104: Q&A with Water Intelligence

    2104: Q&A with Water Intelligence
    2025/05/27
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    In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update.
    00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers
    10:05 Update on YTD'25 trading and reason for uplift in April’s performance.
    12:20 Importance & scale of partnerships with insurers.
    14:45 Accessing US investors, outlook for the rest of the year and closing remarks

    Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.
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    17 分
  • 2103: Mining Matters: Rare earths, with Rainbow's George Bennett

    2103: Mining Matters: Rare earths, with Rainbow's George Bennett
    2025/05/27
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    Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.
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    55 分
  • 2102: Q&A with Cornish Tin CEO, Sally Norcross-Webb

    2102: Q&A with Cornish Tin CEO, Sally Norcross-Webb
    2025/05/23
    Cornish Tin is raising new money to go drilling on what could potentially be a huge lithium project in Cornwall. The company is conducting a private placing, but is also allowing retail to come in via the Crowd Cube platform. Sally Norcross-Webb, Cornish Tin's chief executive joins us to talk about the geological potential of the company projects, plans for future exploration and development, and the tax breaks available to investors through the EIS scheme.
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    11 分
  • 2101: Q&A with Blencowe Resources CEO, Mike Ralston

    2101: Q&A with Blencowe Resources CEO, Mike Ralston
    2025/05/23
    Watch on YouTube

    Blencowe Resources #BRES has received its latest tranche of grant money from the US government's Development Finance Corporation (DFC). This money is non-dilutive and non-refundable, and will enable the company to continue with work on its Orom-Cross graphite project in Uganda. Specifically, work on a definitive feasibility study is already well advanced, and drilling is ongoing. Blencowe's Mike Ralston joins us to tell us more.
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    8 分