Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 435.5p.
Jun 23, 2026•16 min•Ep. 2427
Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to exp...
Jun 22, 2026•16 min•Ep. 2426
Quantum Helium's ongoing testing programme at the Sagebrush well continues to deliver favourable results. The helium structures and pressure are meeting expectations, and there's also been the additional bonus of significant oil flows. To date around 100 barrels of oil have been produced, and it looks like there's more to come. Chief executive Howard McLaughlin joins Vox to tell us the implications, and to talk about what happens next.
Jun 22, 2026•7 min•Ep. 2425
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas. 00:00 Recent buys & sells (GRI, ECEL, GTLY, EYE, TATE, ALFA, PINE, CRW, FNTL, AMS & EKF) 14:00 Advanced Medical Solutions 21:05 PPHE Hotel 24:10 Inspecs 28:45 Everyman Media 33:00 Windar Photonics 37:00 Rathbones 41:50 Marstons 44:10 eEnergy 48:25 Atome Energy 50:00 Stelrad 51:55 Polar Capital 53:05 Fonix 56:45 Seeing machines 59:40 Intercede ...
Jun 19, 2026•1 hr 20 min•Ep. 2424
Pilar Gold is moving towards production at its four million ounce project in Brazil. The project previously produced of the order of 70,000 ounces per year, before it ceased production in 2017. Now, with a huge resource base, the plan is to put the project back into production within a few months at an initial rate of around 40,000 ounces, and ramping up thereafter. Pilar also owns a stake in the fast-growing Chancery Royalty, which in turn holds a royalty over the Pilar project. Pilar chairman ...
Jun 17, 2026•13 min•Ep. 2423
In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 23 stock ideas, including: 00:00 Smallcap/equity outlook. 02:25 Closing discounts to NAV for Oryx and North Atlantic 06:00 Tate & Lyle 08:00 Spire healthcare 08:55 Pinewood Tech 13:05 Tribal Group 17:05 Big Technologies 19:40 NIOX 26:30 EKF Diagnostics 29:35 Optima Health 34:35 Restore 38:15 Pebble Group 42:2...
Jun 15, 2026•1 hr 38 min•Ep. 2422
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 SpaceX IPO 04:40 Bodycote 08:20 AudioBoom 10:55 Evoke 14:30 Tate & Lyle 17:25 WH Smith 21:35 Portmeirion 26:05 Frasers 29:30 Pets at Home 31:25 Beeks Financial 38:20 Wise 43:10 GB Group 48:55 RWS 57:40 LBG Media 63:10 ME Group 66:30 Spire Healthcare 68:55 Frontier Developments 73:15 Paypoint 75:30 Whitbread #SPCX #BOY #BOOM #EVOK #TATE #SMWH...
Jun 12, 2026•1 hr 21 min•Ep. 2421
Poolbeg Pharma has announced the activation of the first clinical trial site for its POLB 001 TOPICAL study, marking a key operational milestone for its lead programme. The trial will evaluate POLB 001 as a potential preventative treatment for Cytokine Release Syndrome in relapsed/refractory multiple myeloma patients receiving teclistamab, an approved bispecific antibody. With recruitment now underway and interim data expected in summer 2026, the study could provide an important early readout on...
Jun 12, 2026•4 min•Ep. 2420
In this upbeat interview, CEO James Hickman and CFO Andrew Richards of Finseta – a specialist B2B payments and foreign exchange platform - take me through last week’s positive FY’25 results and ‘in line’ outlook. 00:00 Business growth drivers and Finseta’s key USPs 05:00 Financial highlights & 54% expansion in corporate sales to £7.1m (57% of group) 08:40 Commercialisation and new product strategies 13:30 FY’26 outlook, valuation & closing remarks
Jun 11, 2026•18 min•Ep. 2419
ECR Minerals is up and running and producing gold at its Raglan project in Australia. The company has been busy fine-tuning operations there in the past few weeks, shooting a Lidar survey and consulting an expert in alluvial projects for ideas on making further efficiencies. Meanwhile, the company is also moving closer to production at the much larger Maddens project, where grades have run as high as 25 grams per tonne in the past. ECR's executive chairman Nick Tulloch joins Vox to tell us more....
Jun 10, 2026•12 min•Ep. 2418
Mindflair plc (AIM: MFAI) has just benefited from its sixth SVV1 portfolio realisation. CameraMatics, the AI-powered fleet intelligence platform, has completed a €48m growth round led by Blume Equity, alongside the Irish Strategic Investment Fund and Goodbody Capital Partners. In conversation with Vox Markets, Director Nicholas Lee explains what the deal means for shareholders and why Mindflair is now debt-free.
Jun 10, 2026•10 min•Ep. 2417
Great Western Mining is gearing up for a major drilling campaign on its Nevada tungsten properties, due to commence shortly. In the meantime, though, the company has listed its shares on the OTC in the USA in a bid to attract interest from US investors. The thinking is that at a time of increasing anxiety about supplies of critical minerals, like tungsten, US investors will favour a US-based project. Great Western's Brian Hall joins Vox to tell us more...
Jun 08, 2026•8 min•Ep. 2416
A second round of metallurgical testwork at Pinnacle Silver & Gold's El Potrero project in Mexico has demonstrated that gold recoveries across the three main veins are likely to run higher than 97%. Meanwhile, underground drilling at El Potrero continues, part of an 108-hole programme. Pinnacle's chief executive Bob Archer joins Vox to provide more details
Jun 08, 2026•10 min•Ep. 2415
KEFI Gold and Copper 's (KEFI) annual report and accounts have been released for the year to December 2025, and the company's chairman, Harry Anagnostaras-Adams has taken the opportunity to update investors on progress at the Tulu Kapi project as well as in Saudi Arabia. The construction process is now well underway at Tulu Kapi, and the low projected cost per ounce means that annual EBITDA could run anywhere in the range of US$355 million up to nearly US$700 million. While construction is going...
Jun 08, 2026•18 min•Ep. 2414
Watch on YouTube European Green Transition's founder and executive chairman Cathal Friel joins Vox to talk about the company's latest set of financial results - for the full year to December 2025 - and to lay out his vision for where EGT goes next. Last year was about building a foundation on which to conduct significant M&A, and in 2026 EGT has duly delivered on that vision. It has acquired a major wind services business operating in Ireland and the UK, and Friel is optimistic that revenues...
Jun 03, 2026•12 min•Ep. 2413
Watch on Youtube RentGuarantor has reported a sharp acceleration in trading, including record May revenue, strong contract growth and its first positive monthly EBITDA since AIM admission. In this interview, CEO Paul Foy discusses whether the Renters’ Rights Act has created a structural demand shift, how the new damage-cover offering changes the model, and whether AI can help the company scale profitably without weakening risk controls....
Jun 03, 2026•11 min•Ep. 2412
Watch on YouTube Independent US payer research commissioned by Poolbeg Pharma shows strong commercial backing for POLB 001 — a first-in-class preventative for cancer immunotherapy-induced CRS. Chris from Acumentis Global on what payers said, and what it means for the commercial opportunity ahead.
Jun 03, 2026•15 min•Ep. 2411
Watch on YouTube Great Southern Copper has just initiated a new programme of drilling on its Chilean portfolio of assets, targeting the Victoria prospect on the wider Especularita project. Recent drilling undertaken by Great Southern nearby to Victoria has confirmed the presence of a copper-porphyry-style alteration system and the wider area is highly prospective as a district-scale play. Great Southern's chief executive Sam Garrett joins Vox to tell us what success would look like, and where th...
Jun 02, 2026•24 min•Ep. 2410
Watch on YouTube Prospex Energy’s 2025 annual report points to a year of investment, repair and repositioning across its European gas portfolio. With Selva producing, Viura back online, Tarba now wholly owned, and new licences awarded in Poland, the company says momentum is building. In this interview, CEO Tom Reynolds discusses Prospex’s funding position, the next steps for key assets, and the milestones investors should watch over the next 12 to 18 months. #PXEN #Energy #Gas...
Jun 01, 2026•10 min•Ep. 2409
MedPal AI has reported its strongest month since launch, with more than 42,250 prescription items dispensed in May and cumulative volumes now above 250,000. In this interview, CEO Jason Drummond discusses what is driving the growth, whether 34% pharmacy gross margins are sustainable, and how investors should judge the path from operational momentum to cash generation.
Jun 01, 2026•6 min•Ep. 2408
Watch on YouTube Blencowe Resources has released an updated definitive feasibility study for its Orom-Cross graphite project in Uganda. The new study has boosted net present value by 15% to US$1.24 billion, and increased the projected cashflow over the life of the mine by 100% to over US$4 billion. These are big numbers, especially considering that the capex number remains the same. Meanwhile, the company is continuing funding talks with renewed confidence. Mike Ralston, Blencowe's chief executi...
May 29, 2026•8 min•Ep. 2407
Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 View on markets and recent buys & sells 03:30 Beeks Financial 06:00 Invinity Energy Systems 09:45 Bodycote 13:30 Advanced Medical Solutions 21:20 Gamma Communications 25:40 PPHE Hotels 28:50 Aptitude Software 34:20 Capita 38:15 CT Automotive 44:35 Hollywood Bowl 48:45 Tortilla Mexican 51:30 Hardide 56:05 Zotefoams 59:40 WISE...
May 28, 2026•1 hr 22 min•Ep. 2406
Watch on YouTube ACG Metals is just about finished with construction of the copper production line at its Turkish mine. This will add significant cashflow to a project that is already up and running and producing gold. ACG's chairman Artem Volynets says that in the 2027-2028 financial year EBITDA should hit US$200 million. Once the company refinances its bonds it will then be in a position to start paying dividends. It will also look upwards and outwards, and start to seek acquisitions in Europe...
May 28, 2026•16 min•Ep. 2405
MedPal AI (AIM: MPAL) launches New Health, a standalone GLP-1 sub-brand backed by £1.3 million of marketing, ahead of expected UK approval of Novo Nordisk’s oral Wegovy. CEO Jason Drummond on the strategy, the market, and the unit economics behind it.
May 21, 2026•12 min•Ep. 2404
Watch on YouTube In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following: 00:00 Stock picking magic behind Rockwood’s alpha generation 02:05 Filtronic 10:35 Van Elle 12:10 Treatt 14:00 Eagle Eye 21:10 RM Group 26:05 Tribal 32:00 Kooth 38:05 Funding Circle 42:20 Mercia Asset Management 48:05 Capital Ltd 54:30 James Fisher 59:15 Videndum 1:07:05 Capita #RKW #FTC #VANL #TET #EYE #RM...
May 20, 2026•1 hr 20 min•Ep. 2403
Watch on YouTube In this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence , alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26. 00:00 Key growth drivers, very strong demand for preventative maintenance and accelerating momentum. 05:50 1st impressions from new CFO 06:25 Execution plan, alongside update on the Dallas template, new products/services and cu...
May 19, 2026•22 min•Ep. 2402
Watch on YouTube In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas. 00:00 Intertek 02.45 Tate & Lyle 09:00 Spire Healthcare 14:35 Cordel 19:25 Gamma Communications 24:55 Craneware 29:30 Grainger 35:35 The Property Franchise Group 44:55 Vistry 51:20 Microlise 56:20 Kromek 60:45 On The Beach 64:35 Pebble Group 70:10 Gattaca 76:05 Auction Technology Group 78:10 Volvere 81:05 XP Factory 83:40 CT Autom...
May 15, 2026•1 hr 33 min•Ep. 2401
Watch Youtube Richard Williams, MSc (MinEx) of Winshear Metals joins Vox to give a detailed breakdown of the potential on offer at the company's assets in Scotland and Canada. The Portsoy project, near Aberdeen, is highly prospective for nickel, copper and cobalt, as recent and ongoing drilling is highlighting. The area was first worked in joint venture between Anglo and Rio half a century ago, but access issues prevented any meaningful follow-up, until now. The accuracy of historic work has bee...
May 15, 2026•34 min•Ep. 2400
Watch on YouTube Ed Loye, the recently appointed chief executive of Great Western Mining , has been out in Nevada making preparations for the company's upcoming drilling campaign at its Defender-Pine Crow tungsten project. Around 2,000 metres of RC drilling is planned over the summer, and the company is well-funded, so there could be significant follow-up work going into the autumn. Meanwhile, a bulk sample has been sent away for testing, and Ed himself is off to Washington next week to put Grea...
May 15, 2026•12 min•Ep. 2399
Watch on YouTube Rome Resources is participating in an airborne geophysical survey of the wider Bisie area in the Democratic Republic of Congo. The company has been working up its Kalayi and Mont Agoma projects for some time now, and will seek to put them in a wider geological context with the airborne survey. Chief executive Paul Barrett says that working out where the granite contact is will be of particular interest. Results of the survey should be available around the end of June, about the ...
May 13, 2026•8 min•Ep. 2398
