Episodios

  • 2094: Klaus Eckhof, chairman of Rome Resources

    2094: Klaus Eckhof, chairman of Rome Resources
    May 9 2025
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    Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.
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    8 m
  • 2093: Small-cap Investing with Paul Hill and Paul Scott

    2093: Small-cap Investing with Paul Hill and Paul Scott
    May 8 2025
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    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 20 stock ideas.

    00:00 Implications of US and UK interest rates decisions
    04:45 Big Technologies
    09:15 Renishaw
    13:55 Filtronic
    16:35 XP Factory
    20:25 Victrex
    22:20 1Spatial
    26:35 Anpario
    27:40 Windar Photonics
    30:45 Facilities of ADF
    36:20 Card Factory
    38:15 Trainline
    42:40 Gulf Marine Services
    46:05 James Cropper
    49:15 CT Automotive
    53:20 Polarean Imaging
    55:30 Pulsar Group
    59:35 Skillcast
    1:01:30 Redcentric
    1:05:55 Franchise Brands
    1:08:35 Character Group

    #BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR
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    1 h y 12 m
  • 2092: Copper, with former mining analyst of the year Sam Spring

    2092: Copper, with former mining analyst of the year Sam Spring
    May 7 2025
    Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.
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    1 h y 4 m
  • 2092: The Exchange with William Tamworth of Artemis

    2092: The Exchange with William Tamworth of Artemis
    May 6 2025
    In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas:
    00:00 Outlook for UK smallcaps
    05:15 M&A activity and Corpay’s approach for Alpha International
    08:55 Babcock International
    11:45 Qinetiq
    15:20 Moneysupermarket or MONY
    18:30 Telecom Plus
    22:15 Moonpig
    25:30 Onthebeach
    27:25 How important is cashflow yield as a stock picking metric?
    28:55 Warpaint
    31:10 Mears
    34:45 MJ Gleeson & potential Building Safety Levy
    38:45 Henry Boot
    41:30 GB Group
    45:40 Yougov
    48:35 NCC
    51:50 AOTI Inc
    55:40 RWS Holdings
    58:25 Beeks Financial Cloud
    60:05 Favourite stock idea - Alpha International

    #ALPH #BAB
    #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS
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    1 h y 3 m
  • 2091: Small-cap Investing with Paul Hill and Paul Scott

    2091: Small-cap Investing with Paul Hill and Paul Scott
    May 1 2025
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    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 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home
    07:10 This week’ sells (Gemfields) and buys (08:35 Greggs & UK long bonds)
    13:35 Genus
    18:40 Clarkson & impact of Trump’s tariffs
    24:05 Victrex
    27:00 LBG Media
    29:35 MPAC
    33:15 Trifast
    36:55 Strix
    39:00 DRX
    43:00 Eleco
    47:50 Tracsis
    49:35 Corero Network Security
    52:20 Focusrite
    56:00 Restore
    58:55 Cambridge Cognition
    61:30 UK house builders - Taylor Wimpey & Persimmon63:00 Aberdeen & Jupiter
    65:30 Whitbread
    68:45 Carclo

    Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

    Published by Vox Markets
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    1 h y 13 m
  • 2090: Q&A with Prospex Energy CEO, Mark Routh

    2090: Q&A with Prospex Energy CEO, Mark Routh
    May 1 2025
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    In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.
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    11 m
  • 2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard

    2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard
    May 1 2025
    Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through:

    00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion.
    05:30 Financial highlights
    10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions
    13:55 New product development
    16:40 Outlook for 2025 and inherent resilience of business
    18:10 Closing remarks and potential valuation upside

    Disclosure: I own shares in Eleco, who is also a Vox Markets client
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    22 m
  • 2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams

    2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams
    Apr 30 2025
    Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months
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    29 m
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