2107: Interview with Mike Ralston, CEO & Iain Wearing, COO of Blencowe Resources
Blencowe Resources has been making great strides with its Orom-Cross graphite project in Uganda in recent months, and has recently received a new tranche of funding from the US's Development Finance Corporation. We are joined by Blencowe's chief operating officer Iain Wearing and by chief executive Mike Ralston for an update on progress and an overview of the company's plans and strategy regarding drilling, off-take, production rates and its connections into the US, the EU and the UK.
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13:33
2106: Small-cap Investing with Paul Hill and Paul Scott
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 23 stock ideas.
00:00 Recent buys & sells
02:25 Begbies Traynor
05:25 SDI Group
08:40 SRT Marine
10:20 Watchlist stocks and Spectra Systems
13:05 React
16:30 Bodycote
19:20 Elementis
22:35 Avon Technologies & defence stocks
26:30 M&C Saatchi
30:35 On the Beach
33:30 Pets at home
38:15 Frontier Developments
41:30 Henry Boot
44:05 GetBusy
47:00 Zigup
50:05 Gamma Communications
53:05 Alumasc
55:10 OPG Power
57:40 Integrated Diagnostics Holding
58:30 PZ Cussons
60:40 Curry’s
63:35 DRX
64:55 Funding Circle
66:30 Science Group vs Ricardo
69:05 Seeing Machines
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1:16:05
2105: Q&A with Poolbeg Pharma CEO, Jeremy Skillington
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Following on from its £4.865 million raise last week, Poolbeg #POLB has announced that it has received FDA Orphan Drug Designation for POLB 001. Chief executive Jeremy Skillington joins us to tell us what it all means.
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9:05
2104: Q&A with Water Intelligence
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In this fascinating discussion, Exec Chairman Patrick Desouza of Water Intelligence #WATR and CEO Will Knell of American Leak Detection take me through last week’s positive & in line Apr'25 YTD trading update.
00:00 Reminder of what the company does, its key USPs, StreamLabs partnership & secular growth drivers
10:05 Update on YTD'25 trading and reason for uplift in April’s performance.
12:20 Importance & scale of partnerships with insurers.
14:45 Accessing US investors, outlook for the rest of the year and closing remarks
Disclosure: I own shares in Water Intelligence, who is also a Vox Markets client.
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17:28
2103: Mining Matters: Rare earths, with Rainbow's George Bennett
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Rare earths have been much in the news of late, as the world begins to wake up to Chinese dominance in this particular market. But what are rare earths - are they rare, are they even earths? George Bennett, the chief executive of Rainbow Rare Earths, joins us to discuss the mining, processing, marketing and selling of rare earths, the different types of deposits, and what's real and what's not when it comes to the power politics and the hype that surrounds them.
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