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B90 Holdings has more than doubled revenue and returned to profit, but the margin maths invites questions. CEO Ronny Breivik & Finance Director, Marcel Noordeloos join us to discuss the inflection, the AI-driven MarTech platform behind it, and the ambition to take the model beyond iGaming. A candid conversation on what the headline numbers say — and what they don’t

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Find out more about Pilar Gold HERE

Pilar Gold is all set to restart mining operations in Brazil, working off a four million ounce resource base that could go considerably bigger. As a former producer, all the infrastructure needed to start work is already in place, much of it put in by the original owner Yamana. Pilar's chief executive Jeremy Gray joins Vox to provide a more in-depth insight into the nature of the opportunity at Pilar, and also to give us a round-up of developments at the other companies he's involved with too. Interested investors have an opportunity to participate in Pilar's latest fundraising round by clicking on the link.

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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 Treatt
03:15 DCC
06:10 TT Electronics
07:55 Evoke
12:15 Auction Technology
14:45 Tate & Lyle
17:40 Tracsis
22:15 Activeops
29:30 Eagle Eye
32:20 Eleco
37:00 Warpaint
40:30 Seraphim Inv Trust
44:50 Telecom Plus
49:30 Card Factory
54:10 Shoe Zone
56:35 Sanderson Designs
57:55 ASA International
62:15 Ceres Power
64:55 Synthomer
69:05 GB Group
70:05 Intercede
73:10 Skillcast

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Prospex Energy (PXEN) has put out a quarterly production report, showing steady production from assets in Italy, but a significantly improved pricing environment. That has benefitted Prospex not only in terms of revenue already in, but also in terms of the flexibility it has in planning for the rest of the year and into 2027. Chief executive Tom Reynolds joins Vox to tell us more

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Rainbow Rare Earths is moving forward rapidly with the development of its Phalaborwa project in South Africa. A definitive feasibility study is expected by the end of the year, and a significant slice of development finance has already been pledged by the US government. There's also a major project in Brazil which should be coming on stream fairly soon after Phalaborwa. Chief executive George Bennett joins us with an overview of the opportunity in the wider rare earths space and a detailed run-down of the nature of the opportunity at Rainbow and the timelines involved

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MedPal AI Plc (AIM: MPAL) has snapped up the Remedi pharmacy assets out of administration for less than half a million pounds — a deal that brings with it an NHS dispensing hub in Runcorn, a care home patient book that historically delivered over £10 million in annualised turnover, and a fleet of BD Rowa robotic dispensing kit. Founder and CEO Jason Drummond joins us to unpack the numbers, explain how the Swaffham reactivation playbook will be re-run at scale across the new patient book, and lay out the path to pharmacy-level EBITDA breakeven at 80,000 items a month — pencilled in for October or November this year. We get into the strategic logic of a north-south footprint, where the execution risks sit, and how today’s deal fits into the bigger MedPal story across MedPal.clinic, Health OS and the at-home blood test business.

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Panther Metals #PALM has released results from its fourth batch of vibracore drilling, part of a wider programme at the Winston tailings project to develop a resource estimate and move towards permitting. The results show a consistency of mineralisation across the orebody that was also demonstrated in the previous sets of assays. This will allow for straightforward planning when it comes to production, and also bodes well for the economics. Meanwhile, work continues on Panther's Canadian listing, and on its wider portfolio of exploration project. Chief executive Darren Hazelwood joins Vox to tell us more