Episodes

  • 2207: Small-cap Investing with Paul Hill and Paul Scott

    2207: Small-cap Investing with Paul Hill and Paul Scott
    Oct 9 2025
    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.

    00:00 Recent buys & sells. Spectra Systems and Beeks Financials
    01:35 & 06:25 Treatt
    04:00 Tate & Lyle
    08:25 Beeks Financial
    16:05 Intercede
    20:30 Unite Group
    24:10 Grainger
    25:40 B&M
    30:20 Beauty Tech
    34:50 Peel Hunt and Cavendish
    35:55 CVS Group
    38:05 Advertising agencies – System1 and M&C Saatchi
    42:55 Inspiration Healthcare
    49:35 AudioBoom
    51:40 Ramdens
    53:30 Speedy Hire
    55:45 Mondi
    58:35 Secure Trust Bank and Lloyds
    1:00:40 Gooch & Housego
    1:03:20 Topps Tiles
    1:05:55 Vertu Motors
    1:08:40 Angling Direct
    1:10:50 Trustpilot

    #SPSY #BKS #TET #TATE #IGP #UTG #GRI #BME #TBTG #PEEL #CAV #SYS1 #SAA #IHC #BOOM #RFX #SDY #MNDI #STB #LLOY #GHH #TPT #VTU #ANG
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    1 hr and 14 mins
  • 2206: Interview with CEO, Sara Barrington of Verici DX

    2206: Interview with CEO, Sara Barrington of Verici DX
    Oct 8 2025
    In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through:
    00:00 Progress on #VRCI’s commercialisation strategy following July’s £6.35m fund raise and Monday’s in line H1’25 results.
    11:20 Future Tutivia volumes and #VRCI breakeven sales level
    14:50 Update on Thermo Fisher Scientific relationship (re pre-graft Clarava/PTRA test)
    19:15 Other products/services and closing remarks
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    26 mins
  • 2205: The Exchange with Gervais Williams of Premier Miton

    2205: The Exchange with Gervais Williams of Premier Miton
    Oct 6 2025
    In this investing masterclass, accomplished UK fund manager Gervais Williams of Premier Miton takes me through his view of the markets and latest thoughts on 22 stock ideas.

    00:00 Outlook for small/midcap equities.
    02:50 Opportunity for gold and strategic metals miners,
    04:30 Thor Explorations
    06:55 KEFI Gold & Copper
    08:55 Gold price
    10:15 Guardian Metal Resources
    12:10 Beeks Financial
    14:45 Eleco
    16:50 Concurrent Technologies
    19:15 Raspberry Pi
    23:35 CML Microsystems
    25:25 Gamma Communications
    25:50 Windar Photonics
    29:10 Intercede
    31:35 Churchill China
    32:35 Plexus
    35:35 Savanna Energy
    36:50 Paypoint
    39:20 CMC Markets
    41:50 AO World
    44:45 Supreme
    47:35 Zotefoams
    50:35 Geigner Counter
    51:55 Cyanconnode
    54:05 Favourite stock idea for next 12 months: Atome
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    57 mins
  • 2204: Inside Amazing AI’s Next Move: Fintech Expansion & Crypto Innovation

    2204: Inside Amazing AI’s Next Move: Fintech Expansion & Crypto Innovation
    Oct 6 2025
    In this episode, we sit down with the team behind Amazing AI plc to unpack their latest strategic moves — from launching high-yield consumer lending in the US to rolling out a new Crypto Treasury Policy starting with Bitcoin. We discuss the recent loan facility amendment backed by CEO Paul Mathieson, the decision to cancel the WRAP retail offer, and what these changes signal about the company’s future direction.
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    12 mins
  • 2203: Small-cap Investing with Paul Hill and Paul Scott

    2203: Small-cap Investing with Paul Hill and Paul Scott
    Oct 2 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.

    00:00 Key macro takeaways from past fortnight
    01:55 JD Sports
    03:00 PCI-Pal
    07:20 Wise
    09:00 Spectra Systems
    15:35 Water Intelligence
    21:35 Tate & Lyle
    26:25 Treatt
    30:15 Ixico
    33:05 Animalcare
    36:20 Mpac
    41:00 Xaar
    43:25 Avingtrans
    47:40 Renew Holdings
    50:10 Hercules
    51:00 Hvivo
    55:15 Venture Life
    57:55 Capita
    59:50 Facilities by ADF
    1:06:25 Paypoint
    1:08:40 Card Factory
    1:11:40 OntheBeach
    1:12:00 Ondine Biomedical

    #JD #PCIP #WISE #SPSY #WATR #TATE #TET #IXI #ANCR #MPAC #XAR #AVG #RNWH #HERC #HVO #VLG #CPI #ADF #PAY #CARD #OTB #OBI
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    1 hr and 15 mins
  • 2202: GLP‑1 Gold Rush: MedPal AI’s CEO on Turning a £45k Deal into a £100bn Opportunity

    2202: GLP‑1 Gold Rush: MedPal AI’s CEO on Turning a £45k Deal into a £100bn Opportunity
    Oct 2 2025
    MedPal AI has just acquired a licensed online pharmacy and raised £550k to support its next big move: entering the fast-growing GLP‑1 weight-loss market. With drugs like Ozempic and Mounjaro in high demand — and online prescribing facing tighter regulation — MedPal is combining AI health coaching with compliant, NHS-linked pharmacy fulfilment. CEO Jason Drummond joins Vox Markets to break down the deal, the strategy, and what’s next.
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    9 mins
  • 2201: Is ECR Minerals about to execute a transformative deal? It looks like it

    2201: Is ECR Minerals about to execute a transformative deal? It looks like it
    Oct 2 2025
    ECR Minerals has announced the acquisition of the Raglan alluvial gold project in Australia, in conjunction with a £650,000 fundraise. ECR's chairman joins us to explain the thinking behind the deal, which should make ECR cash generative next year.
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    8 mins
  • 2200: Q&A with Venture Life CEO Jerry Randall and CFO Danny Wells

    2200: Q&A with Venture Life CEO Jerry Randall and CFO Danny Wells
    Oct 2 2025
    Watch on YouTube

    Following Tuesday’s strong and in line H1’25 results, CEO Jerry Randall and CFO Danny Wells of Venture Life - a leading consumer healthcare products firm - kindly take me through the:

    00:00 Recent strategic developments
    03:40 Financial highlights
    11:30 Future M&A and organic growth opportunities
    15:30 New product development
    17:05 Q3 trading & May FY26 outlook
    20:45 Closing remarks
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    24 mins