The Vox Markets Podcast

2426: Mining Matters - Cavendish says Blencowe Resources shares could go 500% higher

Yuen Low, director of research at Cavendish joins Vox for a discussion about Blencowe Resources, a company he has just issued an extensive report on. Low talks about his aggressive price target of 47.9p for the company, and his expectations that in due course EBITDA from Blencowe's Orom-Cross graphite project in Uganda could go into the hundreds of millions of dollars. Key to his optimism is the new paradigms in financial markets being shaped by resource nationalism and Chinese reluctance to export.

2425: Quantum Helium's testing at Sagebrush continues to deliver

Quantum Helium's ongoing testing programme at the Sagebrush well continues to deliver favourable results. The helium structures and pressure are meeting expectations, and there's also been the additional bonus of significant oil flows. To date around 100 barrels of oil have been produced, and it looks like there's more to come. Chief executive Howard McLaughlin joins Vox to tell us the implications, and to talk about what happens next.

2424: 2 P’s on a Pod: Small Cap Investing with Paul Hill & Paul Scott

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 18 stock ideas.00:00 Recent buys & sells (GRI, ECEL, GTLY, EYE, TATE, ALFA, PINE, CRW, FNTL, AMS & EKF)14:00 Advanced Medical Solutions21:05 PPHE Hotel24:10 Inspecs28:45 Everyman Media33:00 Windar Photonics37:00 Rathbones41:50 Marstons44:10 eEnergy48:25 Atome Energy50:00 Stelrad51:55 Polar Capital53:05 Fonix56:45 Seeing machines59:40 Intercede63:50 PZ Cussons66:50 McBride71:05 Warpaint Cosmetics71:35 Owning founder managed businesses76:00 Tinybuild#AMS #PPH #SPEC #EMAN #WPHO #RAT #MARS #EAAS #ATOM #SRAD #POLR #FNX #SEE #IGP #PZC #MCB #W7L #TBLD

2423: Pilar Gold's massive gold project will be producing within months

Pilar Gold is moving towards production at its four million ounce project in Brazil.The project previously produced of the order of 70,000 ounces per year, before it ceased production in 2017. Now, with a huge resource base, the plan is to put the project back into production within a few months at an initial rate of around 40,000 ounces, and ramping up thereafter.Pilar also owns a stake in the fast-growing Chancery Royalty, which in turn holds a royalty over the Pilar project.Pilar chairman Jeremy Gray is involved in both companies, and here he introduces new chief executive Enrique de Alvear. Interested investors should click on the link below for an opportunity to participate in the latest funding round.Find out more about Pilar Gold Pre IPO Investment Opportunity: https://www.pilargold.com/pilargold-equity-raise-rn?SQF_LEAD_SOURCE=vxAlso, find out more about Chancery Royalty Pre IPO Investment Opportunity: https://www.chanceryroyalty.com/chancery-royalty-equity-raise?SQF_LEAD_SOURCE=vx

2422: The Exchange show with Christopher and Nick Mills of Harwood Capital

In this investing masterclass, accomplished UK small/midcap fund managers Christopher and Nick Mills of Harwood Capital take me through their views of the markets and latest thoughts on 23 stock ideas, including:00:00 Smallcap/equity outlook.02:25 Closing discounts to NAV for Oryx and North Atlantic06:00 Tate & Lyle08:00 Spire healthcare08:55 Pinewood Tech13:05 Tribal Group17:05 Big Technologies19:40 NIOX26:30 EKF Diagnostics29:35 Optima Health34:35 Restore38:15 Pebble Group42:25 Trifast47:50 Paypoint51:00 CVS Group55:05 Venture Life58:30 Hargreaves Services62:00 MJ Gleeson and UK housing market72:25 Redcentric73:25 Polar Capital75:25 TP ICAP78:20 Conduit Re83:30 Fevara (formerly Carr’s)87:30 River Global B shares92:50 NCC94:05 MycelX Tech95:00 Favourite stock ideas for next 12 months. Pebble Group and Optima Health