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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 View on markets and recent buys & sells
03:30 Beeks Financial
06:00 Invinity Energy Systems
09:45 Bodycote
13:30 Advanced Medical Solutions
21:20 Gamma Communications
25:40 PPHE Hotels
28:50 Aptitude Software
34:20 Capita
38:15 CT Automotive
44:35 Hollywood Bowl
48:45 Tortilla Mexican
51:30 Hardide
56:05 Zotefoams
59:40 WISE
1:04:20 Pebble Beach Systems
1:08:15 LSL Property
1:10:25 Softcat
1:13:20 XP Factory
1:16:10 Calnex Solutions

#BKS #IES #BOY #AMS #GAMA #PPH #APTD #CPI #CTA #BOWL #MEX #HDD #ZTF #WISE #PEB #LSL #SCT #XPF #CLX

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ACG Metals is just about finished with construction of the copper production line at its Turkish mine. This will add significant cashflow to a project that is already up and running and producing gold. ACG's chairman Artem Volynets says that in the 2027-2028 financial year EBITDA should hit US$200 million. Once the company refinances its bonds it will then be in a position to start paying dividends. It will also look upwards and outwards, and start to seek acquisitions in Europe and Central Asia.

#ACG #Mining #Copper

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In this investing masterclass, accomplished UK fund manager Richard Staveley of Rockwood Strategic and Harwood Capital, takes me through his latest thoughts on the following:

00:00 Stock picking magic behind Rockwood’s alpha generation
02:05 Filtronic
10:35 Van Elle
12:10 Treatt
14:00 Eagle Eye
21:10 RM Group
26:05 Tribal
32:00 Kooth
38:05 Funding Circle
42:20 Mercia Asset Management
48:05 Capital Ltd
54:30 James Fisher
59:15 Videndum
1:07:05 Capita

#RKW #FTC #VANL #TET #EYE #RM. #TRB #KOO #FCH #MERC #CAPD #FSJ #VID #CPI

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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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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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Ed Loye, the recently appointed chief executive of Great Western Mining, has been out in Nevada making preparations for the company's upcoming drilling campaign at its Defender-Pine Crow tungsten project. Around 2,000 metres of RC drilling is planned over the summer, and the company is well-funded, so there could be significant follow-up work going into the autumn. Meanwhile, a bulk sample has been sent away for testing, and Ed himself is off to Washington next week to put Great Western's name in front of some influential people.