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Nerd Corner

Aiden and Jonathan

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Maandelijks
 
Like our sister series, Chill Corner, Game Corner, and Review Corner, we like to post as often as we can. We will go down the rabbit hole of Nerdness... like every episode.
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The Vox Markets Podcast

Vox Markets Podcast

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Wekelijks+
 
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
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Welcome to Kinda Cute! This is a podcast about The Cut by New York Magazine, which means we are covering everything pop culture, true crime, fashion, beauty and lifestyle. Your host, Bailey Evin is a self-described pop culture ho and can’t wait to discuss the wide variety of articles The Cut covers and some legit sh*t she just loves. Would love it if you review and subscribe! You can also find me at: @baileyevin on Instagram Bailey Evin on YouTube www.baileyevin.com thank you! xx, bails
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Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager James Taylor of M& walks me through his view of the markets and latest thoughts on 14 stock ideas, including: 00:00 Approach to investing & outlook for equities 06:25 Hill & Smith 10:40 Victrex 15:45 Essentra & takeover premiums 20:40 XP Power 23:40 Alfa Finan…
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Prospex Energy CEO Mark Routh discusses the recent success in deepening the Viura-1B well, which revealed additional gas reserves, enhancing the company’s production and revenue outlook. With production resuming on 15 October, Prospex anticipates increased income, particularly with rising gas prices, and has two new wells planned for 2025.…
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In this investing masterclass, 'deep value' UK fund manager Adam Rackley of Dowgate Cape Wrath talks me through his view of the markets and latest thoughts on 17 stock ideas, including: 00:00 Approach to investing & outlook for equities 07:35 Alliance Pharma 13:15 Marston's 17:50 Gulf Marine Services 21:25 Deepest of deep value investing 26:00 PZ C…
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Watch on YouTube In this Vox Markets interview, Hamish Harris, Executive Chairman of Gunsynd PLC, discusses the company’s recent high-grade copper and uranium discoveries at its Falcon Lake and Merlin projects in Canada. He highlights efficient cost-sharing with neighbouring companies and the strategic value of operating in Canada’s resource-rich r…
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Watch on YouTube Charlie Chad, CEO of Good Life Plus, discusses the company’s growth to 40,000 subscribers in 2024 and raising £2 million for expansion. Good Life Plus offers daily luxury prize draws and perks like dining discounts and cinema tickets. Their consumer-first approach and effective marketing drive success.…
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In this episode, powered by ai, we explore Avingtrans' 2024 annual report. We break down their "Pinpoint, Invest, Exit" (PIE) strategy, record-breaking revenue, and why profits took a dip. With a booming energy division and bold investments in next-gen medical imaging, like helium-free MRI machines, we discuss whether Avingtrans has struck the righ…
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Matt Timmins, joint CEO of Fintel, discusses strong financial growth, driven by acquisitions and fintech investments. Fintel's focus includes building a connected platform for intermediaries, expanding their customer base, and launching Matrix 360, a product comparison tool. Looking ahead, they aim to reduce debt and grow SaaS revenue.…
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Watch on YouTube In this interview, CEO Adam Holland of Mpac takes me through today’s transformational €56m acquisition of CSi Palletising following the complementary $17m purchase of Boston Conveyor & Automation only 2 weeks ago. Here Mr Holland runs through the strategic rationale and integration plans of both deals, alongside the targeted sales/…
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Watch on YouTube In this upbeat interview, CEO Jerry Randall and CFO Danny Wells of consumer healthcare products firm Venture Life, takes me through today's in line H1’24 results & positive outlook – including: 00:00 What the company does, its key USPs and current demand picture 06:00 Financial highlights, improving gross margins and strong cash ge…
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In this masterclass of investing, accomplished UK small/midcap fund manager Judith MacKenzie of Downing walks me through her optimistic view of the markets and latest thoughts on 15 stock, including: 00:00 Her approach to investing & outlook for UK equities 08:45 Eagle Eye Solutions 12:50 1Spatial 15:45 EKF Diagnostics & Argentex 17:20 Tracsis 23:0…
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Lord Ashbourne, analyst with Edison, talks about his recent research note on Metals One #MET1, what the company's prospects are at Black Schist and Rana, and how it all fits in to the wider context of European demand and the global commodities markets.Door Vox Markets Podcast
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CleanTech Lithium's Steve Kesler joins us to explain the significance of the latest Chilean government announcement in regards to the development of its Laguna Verde Lithium project. The company now has a "clear line of sight" according to Kesler, and he outlines what further steps will need to be taken, and talks a little bit about the broader con…
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In this upbeat interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners - take me through today's ‘in line’ H1’24 results, new contract wins and positive outlook - including: 00:00 What the company does, its USPs & key growth drivers 09:15 Importance of Fadel’s unique online brand protection software in the new generative AI world 17:40 Fi…
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In this interview, CEO Steve McQuillan & CFO Stephen King of Avingtrans #AVG take me through today’s in line FY’24 results and exciting outlook – including: 00:00 What Avingtrans does, its successful ‘PIE’ strategy & rationale for consolidating the engineering businesses under one roof (AES). 05:35 FY’24 financial highlights 11:30 Current demand ac…
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Watch on Youtube - https://www.youtube.com/watch?v=iG2hdHzawl8 Richard Harpham and Graham Bird of XP Factory discuss the company’s evolution since 2018, transforming niche escape rooms into mainstream attractions. They detail the acquisition of Boom Battle Bar, financial growth, customer satisfaction, and future expansion plans, emphasising cost ma…
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In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through 17 stock ideas, including: 00:00 His approach to investing 08:05 Beeks Financial Cloud 11:50 Alpha Group International & importance of ‘X-factor’ management 17:45 Alphawave IP (audience question) 18:50 NCC 22:10 GB Group 26:10 Press…
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In this fabulous insight into all things investing, accomplished UK small/midcap fund manager James Thorne of Columbia Threadneedle takes me through 13 stock ideas, including: 00:00 His approach to investing 05:55 Auction Tech 12:00 Yougov 16:15 ActiveOps 19:45 Equals 23:50 Argentex 26:10 Kitwave 31:45 1Spatial 37:15 FD Technologies 42:40 Future 47…
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Watch on YouTube In this masterclass of investing, accomplished UK small/midcap fund manager Brendan Gulston of Gresham House takes me through 12 stock ideas, including: 00:00 His approach to investing & outlook for equities 07:10 Diaceutics 14:10 Netcall 18:15 ActiveOps 21:40 SysGroup 26:35 Iomart 30:40 TP ICAP 36:00 Argentex 42:55 Franchise Brand…
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Watch on YouTube Atlantic Lithium has received a key environmental permit from the Ghanaian government for its Ewoyaa project. It's also received the backing of local communities for the project. Here to tell us about the latest developments, and where the company goes from here, is Neil Herbert, executive chairman.…
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In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco kindly take me through: 00:00 What this top class Buildtech software developer does, its main USPs and the industry's secular growth drivers. 05:55 Highlights from today's strong H1’24 results 10:15 Go to market strategy 13:55 Integration of Vertical Digital and M&A strategy 17:…
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Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta take me through today's excellent H1’24 results - reporting adjusted EBITDA of £0.8m on sales up 40% YoY to £5.1m – including: 00:00 What the company does, its key USPs and secular growth drivers 03:35 Financial highlights 09:05 International expansion, investment &…
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Watch on YouTube In this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC take me through today’s strong H1'24 results and positive outlook – including: 00:00 Its core markets, key USPs, growth drivers & current demand 06:00 Financial highlights 09:30 Broadening of customer base & new product launches 16:10 Dividend & pensi…
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Watch on YouTube Following today’s resilient H1'24 results, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through: 00:00 State of the market & Lord’s key USPs. 08:40 Financial highlights & 1st impressions of the Group since joining in June. 12:1…
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In this upbeat interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes me through today’s positive yearend trading update, 3 contract wins and exciting road ahead.…
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European Green Transition #EGT has completed its drilling program at the Olserum rare earths project ahead of schedule and under budget. The core will now be sent away for analysis, and the results could play a key role in EGT's plan to attract a partner into the projectDoor Vox Markets Podcast
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Vox Markets sits down with Richard Harpham, CEO of XP Factory, to discuss the company's impressive recent growth and financial performance. Richard shares insights into the key drivers behind the doubling of group revenue, the strategic decisions fueling EBITDA growth, and the careful balance between expansion and maintaining operational excellence…
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In this Vox Markets interview, Raja Abuljebain, CEO of Essentially Group, discusses the growth of the company’s cold-pressed juice brand in the UAE. He explains how their High Pressure Processing (HPP) technology has extended product shelf life and details a recent collaboration with Sacred Glow to launch collagen-infused functional beverages. Raja…
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Watch on YouTube On today's Exchange, I was delighted again to speak to super smart stock picker Richard Crow – including: 00:00 Investment approach & hat he looks for in turnarounds 08:00 Equity outlook & why he’s gone to 80% cash 20:20 Card Factory 23:40 Is the unwinding of the Yen carry trade a sell signal? 25:50 CMC Markets 30:50 Avon Technolog…
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Watch on YouTube In this interview, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services that are used to enable precision medicine within the Biopharma industry – takes Vox through what the significance of recent $1.5m contract win and current demand picture across the sector & update on turna…
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Georgina Energy is on the hunt for significant helium showings on its Australian asset base, and while it's still early in the process, previous operators have provided plenty of information to go on. Here to tell us more about what's on offer is Zac Phillips, an oil and gas advisor for Oak Securities…
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In this masterclass of investing, UK small/midcap fund manager Paul Jourdan of Amati Global Investors takes Paul Hill through 17 stock ideas, including: 00:00 His approach to investing 06:25 Impact from potential UK government changes to IHT 10:20 Great Portland Estates 13:35 Boku 16:40 Alpha Group International 21:20 QinetiQ 25:00 AJ Bell 28:40 Tr…
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Plenty of news out from Metals One over the past week or so, First, the company has hired Wardell Armstrong to undertake a preliminary economic assessment for its Black Schist project in Finland. In addition, drilling has now commenced at the Rana project in Norway, under the auspices of Metals One's partner Kingsrose Mining. New research on the co…
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Prospex Energy is raising significant new money via a subscription, placing and open offer on the WRAP platform in order to take a stake in a major gas field in Spain. Drilling is already underway, with a clear path to production. Here to tell us more, chief executive Mark Routh.Door Vox Markets Podcast
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