The Vox Markets Podcast

• 2095: The Exchange with James Taylor of M&G

  Watch on YouTube In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection 06:35 Senior 10:20 Victrex 14:30 Premier Foods 18:40 Currys 22:00 Dominos Pizza 25:30 Watches of Switzerland 31:20 Keller 34:15 Marshalls 38:15 Serica Energy 43:50 Hunting 47:45 M&C Saatchi 52:10 Savills 55:00 Everplay 58:50 Oxford Nanopore Technologies 1:03:35 Wilmington 1:06:25 Favourite stock idea - DFS Furniture

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  1:10:13
• 2094: Klaus Eckhof, chairman of Rome Resources

  Watch on YouTube 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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• 2093: Small-cap Investing with Paul Hill and Paul Scott

  Watch on YouTube 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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• 2092: Copper, with former mining analyst of the year Sam Spring

  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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• 2092: The Exchange with William Tamworth of Artemis

  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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