Vox Markets Podcast
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Based on 6 episodes we listened to · September 2026
Detailed company discussion connects UK small-cap valuations to balance sheets, takeover activity and fast-moving market risk.
The Vox Markets Podcast turns volatile trading days into detailed conversations about what changing conditions mean for individual UK companies.
A land bank sounds reassuring until you ask what happens if suppliers aren't paid.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A tight royalty update that balances NAV talk with a new Papua New Guinea option.
Chancery Royalty moves from launch mode into deal flow. Jeremy Gray says the company launched four months ago, has completed Kefi, and has added another royalty option in Papua New Guinea.
A straightforward pivot story, with the upside still dependent on execution.
EGT uses the discussion to explain the move away from mining assets and toward an infrastructure platform built around operating wind turbines in the UK. What works here is the practical framing: what was bought, why it fits, and how the next phase is supposed to scale.
A sober small-cap read that becomes more convincing once it gets away from the headlines.
The episode treats a noisy market as a valuation test and comes down in favor of UK small caps over the medium to long term. It moves through Middle East conflict, the war in Ukraine, private credit stress, and AI fears, but keeps circling back to the practical question…
A practical UK small-cap discussion about volatility, value, and when cheap starts to look like a trap.
The episode treats small-cap investing as a test of discipline in a volatile market, with the Middle East, a sharp daily swing in sentiment, and a weaker tape all pointing back to the same question: when does cheap become attractive, and when is it cheap for a reason.
A grounded market conversation about cash discipline, distressed assets, and live UK deal speculation.
The episode follows Scott McKenzie as he works through a rough market backdrop and a rising sense of geopolitical strain. He keeps the focus on practical investing rather than drama: a portfolio weighted toward UK mid and small caps, some cash held back, and a move closer to…
A brisk small-cap check-in that turns takeover noise and AI panic into usable judgment.
This episode reads as a live small-cap market check-in, built around two immediate pressure points: takeover tension after Augmentum's 111p cash offer and the latest AI report shaking software and tech names.
A practical junior-mining update built around execution, not hype.
Pinnacle Silver and Gold's El Potrero update reads like a straightforward progress check. The focus stays on timing, execution, and whether the project can actually move into production.
Solid results, real expansion questions, and enough operational detail to make the stock story matter.
The company sits at the center of this one, and the useful part is how the numbers and capital plan fit together. Steve McQuillan and Stephen King point to a positive, inline first half, with adjusted EPS up 21% to 14.6p, the dividend lifted to 2p, and debt held at the same…
Stephen Dubner tests bourbon economics, Alzheimer's research, and money advice against hard data.
Daily business news with Kai Ryssdal, tracking Fed policy, oil shocks, and private credit.
Galloway rotates Office Hours Q&A, Raging Moderates politics, and China Decode geopolitics weekly.
Joel and Matt answer listener money questions weekly in the show's Ask HTM segments.
Brené Brown's long-form conversations linking grief, caregiving, politics, and nonviolence to her vulnerability research.
John Chinnery, known as The Oak Bloke, talks through a bullish near-term view on equities while citing the Middle East escalation, stronger oil and precious metals, continuing buybacks, and a weaker GBP versus the dollar.
Great Western Mining’s new chief executive, Ed Loye, says the company raised 3.2 million for an exploration campaign centred on a tungsten occurrence in Nevada’s Walker Lane Belt.
Paul Hiller and Paul Scott spend much of The Vox Markets Podcast on UK small-cap M&A, with M&C Saatchi, System1, and CAB Payments all discussed as possible deal situations.
Mark Thompson joins the show with a long view on commodities.
Jeremy Gray from Chancery Royalty provides an update on the company's rapid growth, detailing its portfolio of gold and silver royalties, recent and upcoming funding rounds, and strategy of partnering with miners, often in overlooked jurisdictions.
The Vox Markets Podcast interviews Cathal Friel and Dave Broadbank about European Green Transitions' acquisition of EarthMills, a £15m revenue wind turbine servicing platform.
Mike Ralston from Blencowe Resources discusses the significant resource upgrade at their Orom-Cross graphite project in Uganda, revealing a 66% increase to 43 million tons and plans for further expansion.
Paul Hiller and small-cap commentator Paul Scott compare takeover risk, AI pressure and operating updates across Augmentum, ME Group, Traxxas, MoneySupermarket, Aventrans and Cerulean.
Patrick D'Souza (Water Intelligence exec chairman) and Will Nell (American Leak Detection CEO) discuss positive trading metrics (9% revenue growth to $90.4M, 15% EBITDA growth to $16.5M) and strategic positioning for 2026.
KEFI Gold and Copper founder Harry Anagnostaras-Adams discusses the company's recent £34 million equity raise, explaining how Middle East geopolitical tensions prompted urgent risk mitigation and accelerated funding decisions.
Tom Reynolds, the new CEO of Prospects Energy, discusses his first month, outlining key assets in Spain and Italy, funding strategies including a convertible note, and a vision to grow value without shareholder dilution, with near-term catalysts like permit decisions and seismic results.
Markets wobble, and Paul Scott does not flinch.
Scott McKenzie says his UK mid and small-cap portfolio was hit hard in March, with his year moving from a healthy January gain to being down overall.
The episode starts with a fast look at PDAC and the firmer mood around metals.
Paul Hiller and Paul Scott open on the market shock from geopolitical unrest.
Paul Hurl speaks with Stuart Whittleson of Odessian Capital.
Paul Hiller speaks with Steve McQuillan and Stephen King about a strong first half and the demand backdrop behind it.
An interview with mining executive Robin Birchall about Serval Resources, a copper exploration and development company listed in London.
Equity analyst Paul Scott discusses small-cap stocks and upcoming conference with host Paul Hiller.
An interview with CEOs of Metals One and Lions Bay Resources discussing a breakthrough in acquiring mining assets in South Africa.
Host Paul Hiller interviews CEO Sarah Barrington of VericiDX about their strong Q1 trading update and growth in kidney transplant diagnostics.
CEO Mo Khan discusses Vivo's full year 2025 financial results and operational milestones.
An interview with the CEO of Quantum Data Energy PLC discussing the company's business model of generating electricity to balance intermittent renewables in the UK.
An interview with Poolbeg's CEO and principal scientist discussing regulatory approval and upcoming clinical trial milestones for a biotech investment.
Equity analyst Paul Scott discusses small-cap stock movements, including a volatile week for Raspberry Pi.
An interview with executives from Pure Tungsten about the company's upcoming production and the surging tungsten market.
Fund manager James Thorne discusses equity market outlook, focusing on UK small and mid caps amid geopolitical events and recent tech stock volatility.