Épisodes

  • 2223: Small-cap Investing with Paul Hill and Paul Scott

    2223: Small-cap Investing with Paul Hill and Paul Scott
    Oct 29 2025
    Watch on YouTube

    In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 stock ideas.

    00:00 Recent buys/sells
    02:30 MJ Gleeson
    05:20 Idox
    08:05 Mpac
    12:25 Alumasc
    15:35 Bioventix
    19:15 Auction Technology Group
    23:05 RWS
    27:05 Centaur Media
    29:25 Ingenta
    31:35 Light Sciences Technologies
    36:50 Goodwin
    41:15 Norcross
    42:55 Ultimate Products
    45:50 Ecora Resources
    48:25 Capital (drilling) Ltd
    51:15 REACT Group
    53:45 Hargreaves Services
    56:00 Seeing Machines
    59:20 Foxtons
    1:02:40 Bloomsbury
    1:07:20 Creo Medical

    #GLE #IDOX #MPAC #ALU #BVXP #ATG #RWS #CAU #ING #LST #GDWN #NXR #ULTP #ECOR #CAPD #REAT #HSP #SEE #FOXT #BMY #CREO
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    1 h et 11 min
  • 2222: The Gluten-Free Revolution: Tooru’s OAF Brand Takes on Tesco — and the £10m Question!

    2222: The Gluten-Free Revolution: Tooru’s OAF Brand Takes on Tesco — and the £10m Question!
    Oct 24 2025
    Watch on YouTube

    Tooru plc (AIM: TORU) has announced that its gluten-free brand OAF — born out of its Juvela business — has expanded to eight product listings in Tesco, with week-on-week growth and advanced talks underway with other major supermarket chains. Unlike most gluten-free brands that rely on rice flour, OAF and Juvela use a unique gluten-removed wheat starch, delivering authentic taste and texture that could redefine the category.
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    12 min
  • 2221: Small-cap Investing with Paul Hill and Paul Scott

    2221: Small-cap Investing with Paul Hill and Paul Scott
    Oct 22 2025
    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. Many apologies too about the quality of my video feed (sound was fine), which may have been caused by a connection &/or broadband issue.

    00:00 Health of the UK IPO market and upcoming Shawbrook float.
    03:55 Celebrus Technologies
    07:45 Paypoint
    12:00 Treatt
    14:05 Macfarlane
    16:35 System1
    20:15 XP Power
    23:00 Gulf Marine Services
    26:55 Supreme
    28:50 Tristel
    31:50 B&M Retail
    36:40 Halfords
    39:45 ECO Buildings
    44:55 ITV
    51:00 Playtech
    54:15 Chesterfield Special Cylinders
    58:30 Hostelworld
    61:40 Brickability
    65:50 Watkin Jones
    69:35 Severfield
    71:55 Time Finance
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    1 h et 16 min
  • 2220: Q&A with MedPal AI CEO Jason Drummond

    2220: Q&A with MedPal AI CEO Jason Drummond
    Oct 22 2025
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    MedPal AI has unveiled a fully automated, AI-integrated national distribution centre in Swaffham, enabling it to fulfil over 100,000 prescriptions a month. Backed by a rare DSP licence and fresh funding, this move creates a vertically integrated, low-cost prescription fulfilment model aimed at both NHS and private markets. With AI triage, robotic dispensing, and same-day delivery, MedPal is positioning itself at the forefront of digital healthcare
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    11 min
  • 2219: KEFI's gold production one giant step nearer

    2219: KEFI's gold production one giant step nearer
    Oct 21 2025
    Watch on YouTube

    KEFI Gold and Copper #KEFI has signed a US$240 million dollar debt deal with two lenders for the development of its Tulu Kapi gold mine in Ethiopia. The closing debt finance allows KEFI to move towards the completion of the equity portion of the funding, for which many local and international investors are already lined up. KEFI's executive chairman joins Vox to provide all the latest news, following what he calls the most significant deal the company's ever done.
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    15 min
  • 2218: Exchange with Richard Crow (Cockney Rebel)

    2218: Exchange with Richard Crow (Cockney Rebel)
    Oct 20 2025
    In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 18 stock ideas:
    00:00 Equity outlook, YTD’25 portfolio returns and cash position
    05:05 Carclo
    13:35 B&M European Retail
    16:35 Filtronic
    18:35 CML Microsystems
    24:05 Anglo‑Eastern Plantations
    28:05 Funding Circle
    35:00 Journeo (& 47:25)
    39:20 GB Group
    43:05 Creightons
    47:40 Shoezone
    49:50 When to sell
    51:40 TheWorks.co.uk
    57:15 ECO Buildings
    59:35 AudioBoom
    62:30 Dr Martens
    64:40 Hargreaves services
    67:15 Zotefoams
    73:45 Goodwin
    75:35 Videndum
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    1 h et 21 min
  • 2217: Tests prove Blencowe's graphite among the best in the world

    2217: Tests prove Blencowe's graphite among the best in the world
    Oct 20 2025
    Blencowe's chief executive Mike Ralston joins Vox for an update on results from the latest testwork conducted on graphite from the company's Orom-Cross project in Uganda. Thus far, graphite tested has proved to be of exceptional quality, and highly desirable for potential off-takers and other customers. Ralston also updated on progress with the ongoing definitive feasibility study at Orom-Cross, as well as the upcoming newsflow, which will include drill results and an updated resource.
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    12 min
  • 2216: Q&A with Supreme CEO, Sandy Chadha

    2216: Q&A with Supreme CEO, Sandy Chadha
    Oct 20 2025
    In this exciting interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's "earnings enhancing" £20.1m acquisition of the UK & European assets of iconic weight management brand Slimfast, alongside last month's purchase of heritage carpet care brand “1001”.
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    10 min