Episodios

  • 2128: Interview with EMV Capital CEO, Dr Ilian Iliev

    2128: Interview with EMV Capital CEO, Dr Ilian Iliev
    Jun 20 2025
    Ilian Iliev shares how EMV Capital is growing AUM, unlocking hidden portfolio value, and scaling a capital-efficient model focused on deep tech and life sciences — all in a challenging VC market.
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    18 m
  • 2127: Small-cap Investing with Paul Hill and Paul Scott

    2127: Small-cap Investing with Paul Hill and Paul Scott
    Jun 19 2025
    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

    00:00 Thoughts on today’s BoE interest rate decisions
    03:40 Recent buys/sells: RWS (04:50)
    05:40 PZ Cussons – New purchase
    09:45 Potential new Trump tariff risk on 8th July. Big Technologies (10:15), Ixico (10:55) and Tracsis (11:20)
    14:20 Cordel
    22:30 Bango
    31:40 Costain
    35:40 Calnex Solutions
    40:45 MHA MacIntyre Hudson
    42:355 North sea oil/gas operators and Serica Energy
    45:30 Oxford Instruments
    48:35 Hays and UK recruiters including SThree
    54:45 ME Group
    58:55 SAGA
    62:40 NCC
    65:10 Litigation Capital Management
    68:00 Favourite stock idea for next 12 months
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    1 h y 12 m
  • 2126: Mining Matters: Operating in the DRC, with Klaus Eckhof

    2126: Mining Matters: Operating in the DRC, with Klaus Eckhof
    Jun 18 2025
    Klaus Eckhof has more than 25 years of experience working in the Democratic Republic of Congo. Among the companies he's worked with are Moto Gold, which was successfully sold to Randgold, and Alphamin, which is to this day one of the world's most important tin producers. Along the way he's built up considerable expertise in-country, which he is now deploying to the benefit of his latest venture, Rome Resources. Klaus tells us what it's like to work in the DRC, what the pitfalls and opportunities are, and he dispels some of the myths about the country.
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    42 m
  • 2125: Q&A with Darren Hazelwood, CEO of Panther Metals Plc

    2125: Q&A with Darren Hazelwood, CEO of Panther Metals Plc
    Jun 18 2025
    Panther Metals is acquiring the Winston project in Canada in a three-way deal with First Quantum and ASX-listed Frontier Energy. The project boasts a four-year old feasibility study which shows EBITDA above C$60 million per year over a potential 8.5 year life. It also comes with huge exploration upside. Panther's chief executive Darren Hazelwood explains the implications of the deal, and outlines what happens next
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    20 m
  • 2124: The Exchange with Richard Crow

    2124: The Exchange with Richard Crow
    Jun 17 2025
    In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) walks me through his view of the markets and latest thoughts on 14 stock ideas, including:

    01:00 Equity outlook
    05:50 Portfolio held in cash & YTD returns
    07:15 Filtronic
    14:40 Kier
    19:25 Watkin Jones
    23:30 Liontrust Asset management
    26:45 Earnz
    29:20 Future
    33:35 Carclo
    39:05 Creightons
    44:00 Warpaint
    46:45 How does Rich create his stock watchlist & whether he uses Level 2 share prices
    50:00 Wood Group
    51:35 Capita
    55:15 theWorks
    65:30 Staffline
    67:55 Favourite stock idea for the next 12 months. Churchill China
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    1 h y 11 m
  • 2123: Q&A with Kiran Morzaria CEO of Cadence Minerals

    2123: Q&A with Kiran Morzaria CEO of Cadence Minerals
    Jun 17 2025
    More progress at Cadence Minerals' Amapa iron ore project in Brazil. it's a giant project, but the plan is to develop it in stages, and potentially to bring in a partner to help. Kiran Morzaria, Cadence's chief executive joins Vox to tell us how the project sits at the moment, andd what happens next.
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    21 m
  • 2122: Q&A with Andrew Prelea CEO of Vast Resources Plc

    2122: Q&A with Andrew Prelea CEO of Vast Resources Plc
    Jun 17 2025
    Vast Resources has raised just over £2.7 million by way of a subscription and placing.

    The money will be used for the primary beneficiation of the company’s recently recovered diamond parcels, in a process which is expected to enhance their value significantly, and for the provision of financial support to the company’s new technical team. This team is undertaking a comprehensive technical review of the company’s portfolio of assets.
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    12 m
  • 2121: Q&A with TOORU Plc: How to Build a Brand & Spot the Next Big Opportunity

    2121: Q&A with TOORU Plc: How to Build a Brand & Spot the Next Big Opportunity
    Jun 13 2025
    In this exclusive chat, we sit down with Scott Livingston (CEO) and Nick Lee (Non-Executive Chairman) of Tooru plc—the newly rebranded health & wellness group behind Juvela, Pulsin, and OAF (now in Tesco).

    From product to portfolio, they unpack what it takes to grow consumer brands—and where the next wave of opportunity lies in the wellness market.
    Key themes:
    - Building brands with purpose
    - Spotting scalable wellness trends
    - The road to retail with OAF
    - What’s next for Tooru plc
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    12 m
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