Show Notes
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas. 00:00 Thruvision 03:00 CML Microsystems 06:40 Tracsis 11:20 GB Group 20:00 Cohort 23:30 Alternative Income REIT 26:25 TheWorks and Kelso 30:50 Michael Page 38:45 Likewise 44:20 Microlise 50:50 Corero Network Solutions 55:20 Intercede 57:50 EKF Diagnostics 1:01:40 Zotefoams 1:03:30 Severfield 1:06:15 Jet2 1:09:55 LSL Property Services 1:10:55 PCI-Pal 1:12:50 Nichols 1:17:55 Vistry
More from The Vox Markets Podcast
Royalty giant Altius recently made a non-binding proposal to acquire TNR Gold, based on the strength of TNR's royalty portfolio in South America. So, what are these assets, and why is Altius so interested. TNR's executive chairman Kirill Klip joins Vox to give us a detailed insight into the value proposition that the company is offering, both with the royalties, and also with the Shotgun gold project in Alaska.
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 30 stock ideas. 00:00 Mobico 05:40 Ashtead Technology 08:35 Vesuvius & RHI Magnesita deal 12:00 Gamma Communications 14:00 Volex 19:55 Netcall 24:35 Beeks Financial 25:50 Robinson 27:30 Inchcape 32:25 Stock modelling 35:10 Favourite REITs: Grainger & Unite 35:50 Robert Walters 40:25 Duke Capital 43:40 Burford Capital 45:35 James Cropper 46:40 Light Science Technologies 51:20 Invinity Energy Systems 56:30 Ensilica 59:50 Wickes 62:00 Halfords 63:15 Hardide 65:0 Arbuthnot Banking 68:05 Genuit 69:35 Bloomsbury Publishing 72:20 CT Automotive 74:00 RWS 75:20 Future 77:35 Elixrr 79:30 Bioventix 81:35 European Green Transition 82:30 Synthomer #MCG #AT. #VSVS #RHIM #GAMA #VLX #NET #BKS #RBN #INCH #GRI #UTG #RWA #DUKE #BUR #CRPR #LST #IES #ENSI #WIX #HFD #HDD #ARBB #GEN #BMY #CT.A #RWS #FUTR #ELIX #BVXP #EGT #SYNT
Cornish Tin & Lithium's exploration manager Ryan Hichens takes us through the opportunities on offer at the company's extensive portfolio of assets in the west of England. The company is gearing up for more drilling on Tregonning South, following a series of successful campaigns already undertaken. The project is prospective both for tin and lithium, and the aspiration is that by the end of the next drill campaign enough information will have been generated to create an inferred resource. After that the plan will be to move to do a scoping study.
Watch on YouTube Panther Metals has issued a prospectus ahead of a proposed listing on the CSE. The news follows on from a recent "flow-through" fundraising with Canadian investors, that will give the company at least a years' worth of working capital. Panther has been actively building networks in North America for some time, given the significant presence of critical minerals in its portfolio of assets in Ontario. Attention will now turn to the Obonga project in particular, where road access has just been established, and the opportunity is really opening up. Chief executive Darren Hazelwood joins Vox to tell us more.
TNR Gold has received a non-binding proposal from major shareholder Altius, the Canadian royalty giant. Of interest is TNR's royalty portfolio comprising major lithium and copper assets in South America. TNR is now considering its next move, but to date relations with Altius have been friendly, so there is a real possibility a a transaction will result. TNR's executive chairman Kirill Klip joins Vox to tell us about where the company's at, and where it goes from here.