The Vox Markets Podcast

Atlantic Lithium Limited (ALL) has secured approval to list its shares on the Ghana Stock Exchange (GSE), becoming the first near-term lithium producer with an in-country asset to do so. The flagship project, Ewoyaa, received a Mining Lease in October 2023 and attracted investment from Ghana's mineral sovereign wealth fund (MIIF) in January 2024. A GSE listing offers Ghanaians the chance to invest in the country's vital sector. ALL aims to break ground at Ewoyaa later this year, contributing to the growing global demand for electric vehicles.

Neil is joined by John Hughman again for look into whether the machinations of geopolitics really matter to financial markets in the long term; and what impact do short-term shocks really have? https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

Charlie Chadd, CEO of lifestyle company Good Life Plus #GDLF explains how it achieved a near 50% jump in subscribers in the first four months of 2024, and how that customer growth is helping attract some of the UK's leading brands as partners and powering a virtuous circle of growth.

Russell Fryer of Critical Metals #CRTM talks to Vox’s Alastair Ford about the latest developments on the ground at the company’s Molulu copper project in the Democratic Republic of Congo. The road that connects the project to major infrastructure is now undergoing an overhaul, and the company is also enhancing its ESG activities in the region, following the construction of a school and other local amenities. The plan now is to recommence drilling after a short preparatory period that will involve trenching, and in due course look to put JORC numbers around resource in the ground ahead of a resumption of production. However, the company already has stockpiles waiting for shipment, so once the road is ready, cashflow could start fairly quickly. Russell and Alastair also talk about Critical Metals’ wider strategic vision

In this interview, CEO Tarek Fadel and CFO Ian Flaherty of Fadel Partners #FADL - take me through today's positive FY23 results (Sales up 10% LFL to $14.5m), 31% jump in ARR ($11.4m) & outlook. 00:00 What the company does, its key growth drivers & current demand 09:55 Financial highlights 15:25 Commercialisation strategy 24:15 Indicative FY’24 guidance Disclosure: Fadel Partners is a Vox Markets client

Jeremy Skillington, CEO of Poolbeg Pharma (POLB) talks Vox Markets through a landmark year that has seen the innovative biopharma company make huge strides progressing its treatments, opening up new markets, and strengthening its team - all whilst retaining its strong balance sheet thanks to disciplined capital allocation.

Watch on YouTube After last week's positive yearend trading update (re FY24 EBITDA almost doubling to £38m on sales up 44% to £225m) - CEO Sandy Chadha of FMCG products group Supreme #SUP took me thorough what's been driving the record results and upbeat outlook.

Watch on YouTube In today's edition of the show we look at some big-caps with interesting announcements (Anglo American, Sainsbury and Carnival) plus our usual trip through small-cap news including the likes of Record, Loungers and Brickability.

#JUP #AJB #PMI #ASHM #WINK #TPFG #LORD #PAY #ELCO #BATS #SUP #888 #RNK #CVSG On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Graham Neary, where we discussed: 00:00 His investment approach & portfolio performance YTD’24 05:15 Distinguishing between value plays and value traps. 10:10 Jupiter Fund Management 15:50 AJ Bell 19:30 Premier Miton 24:05 Ashmore 29:55 M Winkworth & Property Franchise Group 35:45 Lords Group Trading 39:40 Paypoint 45:15 Eleco 50:55 British American Tobacco and dividends vs stock buybacks 58:20 Supreme 62:30 888 Holdings and when to sell 70:25 Rank Group 75:00 CVS Group Disclosure : Graham owns #888 & #BATS, whilst I hold #PMI & #ELCO. #SUP, #ELCO, #LORD are Vox Markets clients.

In today's edition of Taking Stock we look at a few early-stage companies: Checkit and Skillcast. But we also review Focusrite, Vianet and several more! 1:25 #TUNE 10:10 #IBST 15:05 #EAH 18:40 #VNET 24:25 #CKT 32:40 #SKL 43:00 #TRI 47:20 #DEST 48:25 #ARB

In our regular catchup on all things macroeconomic, Singer’s Jamie Constable and Vox Markets’ John Hughman talk about why things might be about to brighten up across the UK economy and stock markets, and how investors should be positioned to take advantage of the recovery.0:26 Inflation and the market divergence in markets between the US and UK 1:46 Why recent negative commentary about the UK market could prove point of maximum pessimism as flows return 4:04 Why the higher near-term possibility of UK than US rate cuts is driving investment flows back to the UK 6:32 Signs of economic recovery in the UK, including expanding services PMI 9:43 Factors that may discourage the BoE from a rate cut, and why UK inflation is likely to continue falling 12:51 What sectors are likely to be the beneficiaries of a return of flows into the UK 18:37 Why defence is a sector that investors can’t afford to ignore

Watch on YouTube In this interview, Vox Markets speaks to Tim Carrol and Sally McKone, CEO and CFO of Focusrite, about how they’ve steered the music technology group through a tough year which has seen them gain market share in the face of industry-wide supply chain challenges.

Top private investor John Rosier returns to Vox Markets to talk us through how he’s responded to a tough 2023 by returning to the quality approach that’s delivered 12% annualised returns since he began reporting on his portfolios via his website https://www.jicuk.com/ a decade ago. 0:36 How overexposure to commodities hit performance in 2023 4:21 The improving performance since October, and signs of life in the UK market 7:21 Increasing overseas exposure via funds and trusts, and taking advantage of wide discounts to NAV 11:49 Improving the quality of the portfolio, via new holdings including such as Jet2 and 4imprint 14:28 Why John’s adopted lessons from the Nick Sleep Nomad fund ‘scalable economies shared’ approach 18:36 Why room for expansion means Greggs shares are attractive at their current valuation. 21:38 Why John’s introduced Luceco, Wilmington, and Gamma Communications. 24:44 How Hvivo is a great example of the ‘scalable economies shared’ approach. 27:35 How John introduces and scales new positions in the portfolio.

In association with Vox Markets: Market commentator Neil Wilson and top guests explore the big macro themes affecting investors, economic imbalances, giant geopolitical trends, tail risks and tremors; and everywhere risks are not fully priced into markets. Helen Thomas from BlondeMoney is back to talk with Neil about Bitcoin and whether it’s behaving more like gold – and whether gold is really behaving like gold anymore. Both have just hit record highs – why? Link to Podcasts: https://www.finalto.com/uk/overleveraged/ All opinions, news, research, analysis, prices or other information is provided as general market commentary and not as investment advice and all potential results discussed are not guaranteed to be achieved. The information may have been derived from publicly available sources, company reports, personal research, or surveys. Past performance is not indicative of future performance. Trading carries risk of capital loss. Service available to professional clients only.

In a discussion with Alastair Ford, Finance Director Amanda Harsas provides insights into Atlantic Lithium's consistent advancement at its primary Ewoyaa lithium project in Ghana, highlighting community backing, exploration strides, and strategic corporate actions aimed at accelerating project advancement and securing financial backing.

In today's edition of Taking Stock we have plenty of news to cover including several positive company-specific announcements to explore. The positivity is dampened only by slight concern in the tourism (JET2) and construction (BREE) sectors.

Vox Markets speaks to Tom Ilube and Stuart Jubb, CEO and group MD of fast-growing cybersecurity company Crossword (CCS), about how a transition towards recurring software sales, effective cross-selling, prudent international expansion, along with tight cost management is set to deliver profitability in 2024 as the threat from generative AI-driven cybercrime offers new avenues of growth.

In this interview, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco #ELCO take Vox Markets through highlights from today's positive 2023 results & SaaS transition.

In today's edition we look at Tyman as yet another company potentially bows out with a takeover offer. In addition to this we look at promising updates from Journeo, Brave Bison and Cerillion. 1:35 #TYMN 8:25 #JNEO 10:35 #BBSN 15:20 #BGEO 17:20 #MCG 26:35 #CHLL 29:40 #MTEC 35:20 #CER 40:00 #GST

On today's Exchange, I was delighted again to speak to accomplished investor and ex fund manager Iain Staples, where we discussed: 00:00 Iain’s investment approach & portfolio performance YTD’24. 02:00 Equals 07:45 Redde Northgate 10:45 Tekmar Group 16:05 Keller 21:40 CMC Markets 25:20 Hargreaves Lansdown 29:45 Spectra Systems 35:20 Big Technologies 41:45 Babcock International 47:25 Eleco 49:45 Hollywood Bowl 54:30 Midwich 59:30 Alpha Financial Markets Consulting 62:00 Focus Solutions (formerly Foresight) 63:40 Equity outlook 65:20 Bodycote #EQLS #REDD #TGP #KLR #CMCX #HL. #SPSY #ELCO #BIG #BAB #BOWL #MIDW #AFM #FSG #BOY Disclosure : I own #EQLS & #ELCO, who are also Vox Markets clients