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The Vox Markets Podcast

The Vox Markets Podcast

By: Vox Markets Podcast
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Summary

Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.Vox Markets Economics Personal Finance
Episodes
  • 2402: Q&A with Water Intelligence
    May 19 2026

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    In this upbeat interview, Exec Chairman Patrick Desouza and new CFO Michael Moulton of Water Intelligence, alongside CEO Will Knell of American Leak Detection - take me through today’s positive and in line Q1’26 trading update and expectations for FY’26.

    00:00 Key growth drivers, very strong demand for preventative maintenance and accelerating momentum.
    05:50 1st impressions from new CFO
    06:25 Execution plan, alongside update on the Dallas template, new products/services and customer feedback.
    14:00 Key Q1’26 financials and FY'26 outlook
    18:25 Closing remarks.

    Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.

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    22 mins
  • 2401: 2 P's on a Pod: Is M&A a Key Signal in Equity Markets Right Now?
    May 15 2026

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    In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

    00:00 Intertek
    02.45 Tate & Lyle
    09:00 Spire Healthcare
    14:35 Cordel
    19:25 Gamma Communications
    24:55 Craneware
    29:30 Grainger
    35:35 The Property Franchise Group
    44:55 Vistry
    51:20 Microlise
    56:20 Kromek
    60:45 On The Beach
    64:35 Pebble Group
    70:10 Gattaca
    76:05 Auction Technology Group
    78:10 Volvere
    81:05 XP Factory
    83:40 CT Automotive
    86:45 hVivo
    90:05 Topps Tiles

    ITRK #TATE #SPI #CRDL #GAMA #CRW #GRI #TPFG #VTY #SAAS #OTB #PEBB #GATC #ATG #VLE #XPF #CTA #HVO #TPT

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    1 hr and 33 mins
  • 2400: Winshear Metals could be key to UK critical minerals drive
    May 15 2026
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    Richard Williams, MSc (MinEx) of Winshear Metals joins Vox to give a detailed breakdown of the potential on offer at the company's assets in Scotland and Canada. The Portsoy project, near Aberdeen, is highly prospective for nickel, copper and cobalt, as recent and ongoing drilling is highlighting. The area was first worked in joint venture between Anglo and Rio half a century ago, but access issues prevented any meaningful follow-up, until now. The accuracy of historic work has been verified, and new work is set to prove up two zones initially, with the potential in time, says Williams, for developing a district-scale area. The Canadian gold projects are earlier stage, but a full exploration programme this year should set them up for drilling this year. And in the meantime, the mining markets continue to look favourable, as countries, including the UK focus on securing critical minerals supply
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    34 mins
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