Episodes

  • 2294: Harena's shares soar, as PFS showcases US$1bn cashflow potential
    Jan 26 2026
    Harena Resources has released details of a pre-feasibility study for its Ampasindava rare earths project in Madagascar. The study shows on a base case scenario that the project could generate around US$1bn in cash flow over a 20 year mine life. Capex is set at US$142 million, although further refinements as the DFS gets underway could reduce that. The upside scenario shows potential for US$2.6bn in cash flow, so there really is a lot to play for. Not surprising that the shares soared 25% on the news. Harena's executive chairman Ivan Murphy joins us to tell us what it all means, and what happens next.
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    14 mins
  • 2293: Chancery Royalty offers investors pre-IPO opportunity in gold and silver
    Jan 23 2026

    For more information you can contact Chancery Royalty at:
    Website: www.chanceryroyalty.com

    Chancery Royalty is a new company in the gold and silver royalties space. It already has four royalties in its portfolio, including a significant royalty over KEFI Gold's Tulu Kapi gold mine, which is just going into construction. The company is now raising new funds in a pre-IPO round, and plans to list later this year, most probably in Canada. How is it valued compared to its peers? - very attractively, according to chief executive Jeremy Gray. He joins Vox to tell us more about Chancery's plans, and also to pitch us his predictions for the next upward leg in the gold price. US$7,700 anyone?

    Email Max: max.beck@chanceryroyalty.com
    Email Edward: edward.balme@chanceryroyalty.com
    Email Eric: eric.robinson@chanceryroyalty.com

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    26 mins
  • 2292: 2 P's on a Pod: Which Takeover Bids Will Succeed?
    Jan 22 2026

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

    00:00 Auction Technology Group
    06:30 Beazley
    08:55 Kitwave
    14:10 Delisting risk criteria
    16:35 NCC
    19:50 Evoke
    23:30 Flutter
    25:35 Gaming Realms
    26:15 Big Technologies
    31:15 Theworks.co.uk
    34:55 Treatt
    39:55 B&M European Retail
    43:10 Zotefoams
    47:40 Judges Scientific
    51:55 Kooth
    55:45 Beauty Tech Group
    1:00:25 Bango
    1:03:30 Boku
    1:05:20 Funding Circle
    1:08:30 Raspberry Pi
    1:14:55 JD Sports
    1:17:55 Wise
    1:23:45 Warpaint

    ATG #BEZ #KITW #NCC #EVOK #FLTR #GMR #BIG #WRKS #TET #BME #ZTF #JDG #KOO #TBTG #BGO #BOKU #FCH #RPI #JD. #WISE #W7L

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    1 hr and 28 mins
  • 2291: Rome Resources could triple resource base at Kalayi with current drilling
    Jan 22 2026
    Drilling continues on the ground at Rome Resources' Bisie North tin and copper project in the Democratic Republic of Congo. The rigs are currently at work on Kalayi, where the target is tin at depths of up to 250 metres. They will then move onto Mont Agoma where copper and zinc is situated alongside the tin. The current drill programme could end up tripling the resource base at Kalayi, according to Rome's chief executive Paul Barrett, although we'll have to wait for the assays before we know one way or another. In the meantime, the results from metallurgical work are due soon too.
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    12 mins
  • 2290: Vietnam Holding: Year in Review 2025 and Outlook for 2026
    Jan 22 2026

    Watch on YouTube

    2025 marked Vietnam Holding’s #VNH 20th year as a London-listed investment trust focused exclusively on Vietnamese equities. During the year, Vietnam’s equity market experienced strong headline movements alongside increased domestic participation, while Vietnam Holding continued to follow its established, disciplined investment approach. Developments in market structure and ongoing discount management remained key themes as the company looked ahead to 2026.

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    22 mins
  • 2289: Mining Matters: We are now in a new commodities cycle, says SP Angel's John Meyer
    Jan 21 2026

    Will gold hit US$5,000? What's driving the copper market? How about silver? And what roles are ETFs playing in the current general upswing in commodities prices that we've witnessed lately? SP Angel's John Meyer a veteran of the mining finance sector answers all these questions and more in this wide-ranging interview. SP Angel itself has several IPOs on the go, and John reckons there'll be lots of action as 2026 really gets underway. The next big thing? - Indaba in Cape Town, early February.

    7:18 Anglo Asian Mining
    8:40 Caledonia Mining
    9:36 Power Metals
    10:41 Tertiary Minerals
    11:43 Metal's Exploration
    20:08 Andrada
    20:41 Cornish Metals
    22:01 Rome Resources
    41:38 Atalaya
    41:55 Kefi
    45:20 Kavango

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    46 mins
  • 2288: Goldstone gets set to drill big in Ghana
    Jan 21 2026

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    Goldstone Resources has just announced a conditional fundraising, the proceeds from which will be used in part to attempt to boost the company's existing gold resource base in Ghana to over a million ounces. Goldstone is already in production and processing via heap leach, albeit on a small scale. The plan is to build out the resource to justify the construction of a carbon-in-leach plant to take production to the next level. Goldstone's chief executive Emma Priestley joins Vox to give us more detail

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    17 mins
  • 2287: Poolbeg Pharma on JPM 2026: Key Takeaways from Healthcare’s Premier Investment Event
    Jan 21 2026

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    Following attendance at the J.P. Morgan Healthcare Conference in San Francisco, Jeremy Skillington, CEO of Poolbeg Pharma discusses the key themes shaping global healthcare in 2026 — from cancer immunotherapy and GLP-1 therapies to deal appetite and strategic partnerships — and what these insights mean for Poolbeg’s strategy in the year ahead.

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    11 mins