Player FM - Internet Radio Done Right
11 subscribers
Checked 6h ago
Added four years ago
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter
Manage episode 478454982 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Watch on YouTube
The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.
The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.
2126 episodes
Manage episode 478454982 series 2936804
Content provided by jruss88 and Vox Markets Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by jruss88 and Vox Markets Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Watch on YouTube
The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.
The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.
2126 episodes
All episodes
×T
The Vox Markets Podcast

1 2096: Interview with the Nick Lee of Riverfort Global and Scott Livingstone of S-Ventures PLC 5:21
5:21
Play Later
Play Later
Lists
Like
Liked5:21
Riverfort Global has announced a reverse takeover of S-Ventures, a wellness and healthfood company. Here to tell us all the details, Nick Lee of Riverfort and Scott Livingstone of S-Ventures
T
The Vox Markets Podcast

1 2095: The Exchange with James Taylor of M&G 1:10:13
1:10:13
Play Later
Play Later
Lists
Like
Liked1:10:13
Watch on YouTube In this fascinating interview, accomplished UK small/midcap fund manager James Taylor of M&G takes me through the below 17 stock ideas. 00:00 Outlook for UK small/midcaps and M&A activity 03:45 Avon Protection 06:35 Senior 10:20 Victrex 14:30 Premier Foods 18:40 Currys 22:00 Dominos Pizza 25:30 Watches of Switzerland 31:20 Keller 34:15 Marshalls 38:15 Serica Energy 43:50 Hunting 47:45 M&C Saatchi 52:10 Savills 55:00 Everplay 58:50 Oxford Nanopore Technologies 1:03:35 Wilmington 1:06:25 Favourite stock idea - DFS Furniture…
T
The Vox Markets Podcast

1 2094: Klaus Eckhof, chairman of Rome Resources 8:17
8:17
Play Later
Play Later
Lists
Like
Liked8:17
Watch on YouTube Klaus Eckhof gives us the latest Rome Resources #RMR, following the resumption of the company's activities on the ground in the DRC. Drilling is ongoing, assays are expected, and a resource update is due within a number of weeks. Will the project be economic? - well, the grades are good, they improve at depth, and major tin producer Alphamin is close by.…
T
The Vox Markets Podcast

1 2093: Small-cap Investing with Paul Hill and Paul Scott 1:11:39
1:11:39
Play Later
Play Later
Lists
Like
Liked1:11:39
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. 00:00 Implications of US and UK interest rates decisions 04:45 Big Technologies 09:15 Renishaw 13:55 Filtronic 16:35 XP Factory 20:25 Victrex 22:20 1Spatial 26:35 Anpario 27:40 Windar Photonics 30:45 Facilities of ADF 36:20 Card Factory 38:15 Trainline 42:40 Gulf Marine Services 46:05 James Cropper 49:15 CT Automotive 53:20 Polarean Imaging 55:30 Pulsar Group 59:35 Skillcast 1:01:30 Redcentric 1:05:55 Franchise Brands 1:08:35 Character Group #BIG #FTC #RCN #RSW #VCT #XPF #POLX #ANP #WPHO #GMS #CARD #TRN #SPA #PULS #SKL #CRPR #FRAN #CTA #ADF #CHAR…
T
The Vox Markets Podcast

1 2092: Copper, with former mining analyst of the year Sam Spring 1:03:30
1:03:30
Play Later
Play Later
Lists
Like
Liked1:03:30
Sam Spring spent many years as a mining analyst in London before moving to Australia to run Kincora Copper, a copper explorer and project generator. In this in-depth conversation, Sam talks about the supply-demand dynamics in the copper industry, what makes a good copper project, and how investors can get a handle on companies that might, or might not, succeed.…
T
The Vox Markets Podcast

1 2092: The Exchange with William Tamworth of Artemis 1:02:39
1:02:39
Play Later
Play Later
Lists
Like
Liked1:02:39
In this fascinating interview, accomplished UK small/midcap fund manager William Tamworth of Artemis takes me through the below 17 stock ideas: 00:00 Outlook for UK smallcaps 05:15 M&A activity and Corpay’s approach for Alpha International 08:55 Babcock International 11:45 Qinetiq 15:20 Moneysupermarket or MONY 18:30 Telecom Plus 22:15 Moonpig 25:30 Onthebeach 27:25 How important is cashflow yield as a stock picking metric? 28:55 Warpaint 31:10 Mears 34:45 MJ Gleeson & potential Building Safety Levy 38:45 Henry Boot 41:30 GB Group 45:40 Yougov 48:35 NCC 51:50 AOTI Inc 55:40 RWS Holdings 58:25 Beeks Financial Cloud 60:05 Favourite stock idea - Alpha International #ALPH #BAB #QQ. #MONY #TEP #MOON #OTB #W7L #MER #GLE #BOOT #GBG #YOU #NCC #AOTI #RWS #BKS…
T
The Vox Markets Podcast

1 2091: Small-cap Investing with Paul Hill and Paul Scott 1:13:25
1:13:25
Play Later
Play Later
Lists
Like
Liked1:13:25
Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas. 00:00 CMA’s findings wrt UK drug pricing for pets CVS Group & Pets at Home 07:10 This week’ sells ( Gemfields ) and buys (08:35 Greggs & UK long bonds) 13:35 Genus 18:40 Clarkson & impact of Trump’s tariffs 24:05 Victrex 27:00 LBG Media 29:35 MPAC 33:15 Trifast 36:55 Strix 39:00 DRX 43:00 Eleco 47:50 Tracsis 49:35 Corero Network Security 52:20 Focusrite 56:00 Restore 58:55 Cambridge Cognition 61:30 UK house builders - Taylor Wimpey & Persimmon 63:00 Aberdeen & Jupiter 65:30 Whitbread 68:45 Carclo Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com . Published by Vox Markets…
T
The Vox Markets Podcast

1 2090: Q&A with Prospex Energy CEO, Mark Routh 10:42
10:42
Play Later
Play Later
Lists
Like
Liked10:42
Watch on YouTube In a recent update, Prospex Energy CEO Mark Routh reassured that the company’s growth strategy remains on track, despite a short-term operational issue at its Spanish gas field. With repairs scheduled and production expected to resume by mid-June, attention turns to upcoming drilling plans, full ownership of Tarba Energia, and continued permitting efforts in Italy and Poland—all positioning the company for long-term value creation.…
T
The Vox Markets Podcast

1 2089: Q&A with Eleco CEO Jonathan Hunter and CFO Neil Pritchard 22:15
22:15
Play Later
Play Later
Lists
Like
Liked22:15
Following today’s better than expected FY'24 results, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist in Buildtech software developer - kindly take me through: 00:00 What the business does, its USPs, growth drivers, Trump tariffs and US expansion. 05:30 Financial highlights 10:25 Strategic rationale & integration of Vertical Digital and PEMAC acquisitions 13:55 New product development 16:40 Outlook for 2025 and inherent resilience of business 18:10 Closing remarks and potential valuation upside Disclosure: I own shares in Eleco, who is also a Vox Markets client…
T
The Vox Markets Podcast

1 2088: KEFI Gold and Copper Interview with Harry Anagnostaras-Adams 29:24
29:24
Play Later
Play Later
Lists
Like
Liked29:24
Harry Anagnostaras-Adams of KEFI Gold & Copper talks us through the implications of the latest news regarding the equity portion of the financing for the Tulu Kapi gold project in Ethiopia. All the pieces of the puzzle are now in place, and although the financing has yet to close, it's pretty clear that this project is going ahead. Additionally, the new financing from contractor BCM means that KEFI will have a great deal more flexibility in regard to whether or not it chooses to retain its Saudi assets. Harry also talks about the gold price, and what the newsflow will look like over the next few months…
T
The Vox Markets Podcast

1 2087: Focusrite Interview with CEO Tim Carroll and CFO Sally McKone 15:24
15:24
Play Later
Play Later
Lists
Like
Liked15:24
Focusrite CEO Tim Carroll and CFO Sally McCown discussed the company's solid first-half performance, including close to 10% growth in content creation. They noted stable brand performance, improved inventory levels, and recent product launches
T
The Vox Markets Podcast

1 2086: Q&A with Mpac Group CEO, Adam Holland & Finance Director Will Wilkins 23:12
23:12
Play Later
Play Later
Lists
Like
Liked23:12
Watch on YouTube In this fascinating interview, CEO Adam Holland & Group Finance Director Will Wilkins of Mpac take me through today’s record FY'24 results and ‘in line’ outlook – including: 00:00 Mpac’s core markets, USPs and growth drivers 02:50 Progress wrt integrating Mpac’s 3 acquisitions in H2’24 07:40 Financial highlights 11:20 Q1’25 trading and FY’25 revenue cover 17:35 New product launches and future development 20:50 Pension 21:45 Closing remarks…
T
The Vox Markets Podcast

1 2085: Lithium, with Zinnwald's Anton du Plessis 1:17:14
1:17:14
Play Later
Play Later
Lists
Like
Liked1:17:14
Watch on YouTube Lithium is a key component in electric vehicle batteries, and is considered a strategic element by many of the world's major economies. But what is it, how do we mine it, process it and sell it, and is it an attractive option for investors to consider? The price has come back significantly from its highs of a few years ago, but does these in turn mean now is the time to get in? Anton du Plessis, chief executive of Zinnwald Lithium #ZNWD takes us through the intricacies of the lithium mining and production industry, and explains how his own company is strategically positioned to feed growing demand from Europe.…
T
The Vox Markets Podcast

1 2084: The Exchange with James Thorne of Columbia Threadneedle 1:03:05
1:03:05
Play Later
Play Later
Lists
Like
Liked1:03:05
Watch on YouTube In this investing masterclass, James Thorne of Columbia Threadneedle - kindly takes me through his view of the markets and latest thoughts on 17 companies. 00:00 Outlook for UK mid/smallcaps 03:45 Chemring 07:25 Avingtrans 10:30 Inspecs 12:50 Oxford Instruments 16:20 Paypoint 19:10 Trainline 21:55 Auction Technologies 25:05 Tekmar 27:15 Crest Nicholson 32:10 Eleco 34:55 Activeops 38:25 Yougov 41:05 Microlise 45:05 Oxford Biomedica 51:00 Everplay 54:20 Bridgepoint 60:15 Favourite stock idea for the year ahead - IG Group (NOT a recommendation)…
T
The Vox Markets Podcast

1 2083: Small-cap Investing with Paul Hill and Paul Scott 1:07:00
1:07:00
Play Later
Play Later
Lists
Like
Liked1:07:00
Watch on YouTube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts stock 21 ideas. 00:00 Argentex & how to survive a lightning strike? 11:05 Tracsis 14:25 RWS 18:00 Somero Enterprises 22:10 Which UK firms might benefit from sky high US tariffs for Chinese goods? 23:20 Watches of Switzerland 25:40 Brickability , Ibstock , Forterra & Michelmersh Brick 29:25 Paypoint 32:25 4Imprint 34:30 Hollywood Bowl 37:20 Celebrus Technologies 40:55 Activeops 42:50 AOTI inc (REG-S) 45:40 Next 15 48:35 System1 51:15 MP Evans 53:15 Renold 56:55 Severfield 58:45 GB Group 62:20 Warpaint #AGFX #TRCS #RWS #SOM #WOSG #BRCK #IBST #FORT #MBH #PAY #BOWL #CLBS #AOM #AOTI #NFC #SYS1 #MPE #RNO #SFR #GBG #W7L…
T
The Vox Markets Podcast

1 2082: Q&A with CEO James Hickman and CFO Judy Happe of Finseta 17:01
17:01
Play Later
Play Later
Lists
Like
Liked17:01
Watch on YouTube In this interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist payments and foreign exchange platform - takes me through today’s record FY’24 results, strong start to 2025 and long term expansion strategy.
T
The Vox Markets Podcast

1 2081: Uranium: a big opportunity, with Keith Watson and Robert Crayfourd of Geiger Counter 55:56
55:56
Play Later
Play Later
Lists
Like
Liked55:56
Watch on YouTube The uranium market has seen a pullback recently, but the managers of closed-end investment company Geiger Counter see huge opportunities. They tell us why they are very positive about uranium going forward, and walk us through key aspects of the uranium market, its pricing dynamics, how its mined, what it's used for, who buys it, and why it's safer than wind power.…
T
The Vox Markets Podcast

1 2080: Small-cap Investing with Paul Hill and Paul Scott 1:07:44
1:07:44
Play Later
Play Later
Lists
Like
Liked1:07:44
Happy Easter and hope everyone enjoys this week’s smallcap investing show with UK equity analyst & capital markets commentator Paul Scott, who kindly took me through his latest thoughts on 18 stock ideas. 00:00 Any recent buys or sell? 02:20 Bunzl 08:45 Oxford Instruments 12:30 Cerillion 16:20 Vp 18:05 Speedy Hire and HSS 22:10 Audioboom 25:35 MHA 29:00 Mercia Asset Management 32:50 Yougov 36:15 Serabi Gold 41:00 Kooth 46:00 NIOX Group 52:50 Dunelm 53:25 Hunting 56:55 James Latham 58:00 Renishaw 60:30 WISE #BNZL #OXIG #CER #VP #SDY #HSS #BOOM #MHA #MERC #YOU #SRB #KOO #NIOX #DNLM #HTG #LTHM #RSW #WISE…
T
The Vox Markets Podcast

1 2079: Q&A with United Oil and Gas CEO, Brian Larkin 13:01
13:01
Play Later
Play Later
Lists
Like
Liked13:01
Watch on YouTube United Oil and Gas has a huge potential opportunity off-shore Jamaica, where the there could be upwards of 7bn barrels of oil in the Walton-Morant licence. Development costs look manageable, but a major partner will be needed to help with funding. To that end, United has several parties under NDA, and is looking to make an announcement on that soon. Brian Larkin, United's chief executive and founder, joins Vox to tell us more.…
T
The Vox Markets Podcast

Watch on YouTube In this fascinating interview, CEO Bram Goorden of IXICO - an AI powered medical imaging analytics firm helping Biopharma groups develop new treatments for neurodegenerative diseases – kindly takes me through today’s inline H1’25 trading update and positive outlook. Disclosure: I own shares in IXICO, who is also a Vox Markets client.…
T
The Vox Markets Podcast

1 2077: The Exchange with Judith Mackenzie of Downing 1:11:25
1:11:25
Play Later
Play Later
Lists
Like
Liked1:11:25
In this investing masterclass, accomplished UK fund manager Judith MacKenzie of Downing - kindly takes me through her view of the markets and latest thoughts on 18 companies. 00:00 What type of stocks Downing prefers, prospects for smallcaps and rebooting AIM. 09:30 Cohort 11:20 Avingtrans 15:10 Inspecs 17:40 Flowtech Fluidpower 21:00 Ashtead Technology 23:45 Liquidity in stocks with mrkcaps of <£50m 26:20 Springfield Properties 29:55 The Property Franchise Group 34:15 Passive vs Active fund management 38:15 Eagle Eye 44:20 hVIVO 49:15 Tracsis 52:50 1Spatial 56:10 Ramsdens and H&T (58:50) 59:00 Hargreaves Services 61:35 Frenkel Topping 65:15 Kitwave Wholesale 67:40 Most macro attuned stock idea for the road ahead. Synectics (NOT recommendation)…
T
The Vox Markets Podcast

1 2076: Q&A with European Green Transition's non-executive chairman, Cathal Friel 59:06
59:06
Play Later
Play Later
Lists
Like
Liked59:06
Serial entrepreneur and founder of European Green Transition Cathal Friel has joined its board as non-executive chairman. He joins us to tell us why, and what's next for the company
T
The Vox Markets Podcast

1 2075: Q&A with KEFI's Executive Chairman, Harry Anagnostaras-Adams 29:24
29:24
Play Later
Play Later
Lists
Like
Liked29:24
KEFI Gold and Copper is on the cusp of initiating construction at the Tulu Kapi gold project in Ethiopia. A few final tweaks are being made to contracting arrangements, but site preparation is already underway, the security setup has been established and work resettling certain members of the local community has begun. The pit at Tulu Kapi was designed using a conservative gold price of US$1,250, so with the current gold price soaring away at over US$3,000 there's the opportunity for huge margin. Harry Anagnostaras-Adams, KEFI's executive chairman is here to tell us more.…
T
The Vox Markets Podcast

1 2074: Small-cap Investing with Paul Hill and Paul Scott 1:19:18
1:19:18
Play Later
Play Later
Lists
Like
Liked1:19:18
Watch on YouTube In this week’s smallcap investing show, UK equity analyst & capital markets Paul Scott & I discussed our latest thoughts on 21 stock ideas: 00:00 Key learnings from Trump’s trade tariff volatility 07:25 Treatt 18:15 Churchill China 23:00 JD Sports 27:40 Ramsdens 30:40 Gooch & Housego 34:55 Everplay (formerly Team17) 37:25 THG (ie TheHutGroup) 41:05 Oxford Biomedica 44:25 hVivo 47:35 Gulf Marine Servies 51:30 Cavendish 54:0 Intercede 54:45 Flowtech Fluidpower 57:25 Calnex Solutions 1:01:45 CML Microsystems 1:05:45 Xaar 1:06:45 Quartix Tech 1:08:05 Epwin 1:11:30 Oxford Metrics 1:13:45 XPP 1:15:55 ITV #TET #CHH #JD. #RFX #GHH #EVPL #THG #OXB #HVO #GMS #CAV #IGP #FLO #CLX #CML #XAR #QTX #EPWN #OMG #XPP #ITV…
T
The Vox Markets Podcast

Watch on YouTube In a recent interview with Vox Markets, Mo Khan, CEO of hVIVO #HVO, discussed the company's record-breaking performance in 2024 and its strategic outlook for 2025.
T
The Vox Markets Podcast

1 2072: Amanda van Dyke: Critical Metals and the state of mining 1:24:58
1:24:58
Play Later
Play Later
Lists
Like
Liked1:24:58
Watch on YouTube What actually are critical metals? Amanda van Dyke is the founder of the Critical Minerals Hub, and in this conversation we take a deep dive into the market forces, government policies and global initiatives that are shaping our approaches to critical metals. Is it all about the batteries, or is there more to it? Who benefits, and can the world really reach the targets that have been set for it?…
T
The Vox Markets Podcast

In an interview with Vox Markets, Prospex Energy #PXEN CEO Mark Routh discussed the company's recent operational developments.
T
The Vox Markets Podcast

Watch on YouTube In this investing masterclass, John Rosier - ex fund manager, professional investor & author of John's Investment Chronicle - takes me through his view of the markets and latest thoughts on 18 companies, including: 00:00 What type of stocks John prefers. 02:50 Bonkers stocks - Polar Capital 07:40 Portfolio performance & tweaking investment tactics 09:30 WHSmith & using stop losses 14:40 Equity outlook 21:10 Serica Energy plc 25:50 Premier Foods 30:00 ME Group 33:15 PayPoint 36:30 Bloomsbury Publishing 41:05 Plus500 44:35 IG Group 45:45 NIOX 48:30 Halozyme, Inc. 51:35 Bioventix 53:10 Renew Holdings 58:10 Zegona Communications 62:15 Gamma Communications 66:50 Pollen Street Capital 69:45 Intermediate Capital Group 71:20 XPS Pensions 73:40 3 favourite ideas for 2025.…
T
The Vox Markets Podcast

1 2069: Small-cap Investing with Paul Hill and Paul Scott 1:19:46
1:19:46
Play Later
Play Later
Lists
Like
Liked1:19:46
Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts 18 ideas on the following: 00:00 Impact of Trump’s tariffs on the markets 06:20 FANG/Mag7 stocks & Q1’25 portfolio performance 11:20 Argentex 18:40 Zotefoams 21:00 Could paradoxically tariffs provide a mini boost to the UK? 23:30 Spectra Systems 27:30 Creo Medical 30:40 Spire Healthcare 32:25 Xaar 35:55 Treatt 39:10 4Imprint 43:00 Big Technologies 48:20 James Halstead 51:25 Qinetiq 54:00 1Spatial 57:10 Distribution Finance Capital 1:03:40 CMC Markets 1:06:15 Victorian Plumbing 1:08:45 JD Sports 1:10:55 EKF Diagnostics 1:15:30 Volex #AGFX #SPSY #SPI #BIG #ZTF #TET #XAR #CREO #QQ. #FOUR #DFCH #CMCX #SPA #VIC #JFD #JD. #EKS #VLX…
T
The Vox Markets Podcast

Watch on YouTube Vox Markets caught up with Poolbeg Pharma #POLB CEO Jeremy Skillington at the Master Investor Show, where he discussed the company's exciting progress in 2024. Jeremy highlighted strong investor engagement and shared updates on Poolbeg’s two lead programmes.
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.