Show Notes
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas. 00:00 Bodycote 05:05 Gamma Communications 07:35 Aptitude Software 10:55 Headlam, Likewise and Victoria 22:45 Pulsar Group (formerly Access Intelligence) 27:25 eEnergy 32:10 Crest Nicholson 35:30 Eurocell 39:35 Michelmersh Brick 45:20 TT Electronics 47:55 Hilton Foods 50:55 Jet2 54:00 Pinewood Technologies 56:45 Tribal Group 62:20 Alfa Financial 66:05 IG Group 69:35 Frontier Developments 72:55 tinyBuild and Devolver Digital 76:00 Ashtead Technologies and Gulf Marine Services 80:20 Morgan Advanced Materials 83:45 Rosebank Industries 85:15 What to look out for in Sept?
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.