The Vox Markets Podcast

In this investing masterclass, accomplished UK fund manager Nick Hawthorn of Downing takes me through his view of the markets and latest thoughts on 15 stocks:00:00 Equity outlook & consumer stocks05:00 Gym Group11:40 Avingtrans20:35 Volex26:40 Eagle Eye29:40 Tracsis34:10 Fonix40:15 AB Dynamics48:55 Yougov58:50 Restore1:02:05 Cohort1:06:20 SRT Marine1:12:00 AEP Plantations1:18:20 James Latham1:21:40 Springfield Properties1:24:10 Optima Health1:30:05 Favourite stock ideas for next 12 months. Volex & Yougov#GYM #AVG #VLX #EYE #TRCS #FNX #ABDP #YOU #RST #CHRT #SRT #AEP #LTHM #SPR #OPT

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & Paul Hill discussed their latest thoughts on 21 stock ideas.00:00 Thruvision03:00 CML Microsystems06:40 Tracsis11:20 GB Group20:00 Cohort23:30 Alternative Income REIT26:25 TheWorks and Kelso30:50 Michael Page38:45 Likewise44:20 Microlise50:50 Corero Network Solutions55:20 Intercede57:50 EKF Diagnostics1:01:40 Zotefoams1:03:30 Severfield1:06:15 Jet21:09:55 LSL Property Services1:10:55 PCI-Pal1:12:50 Nichols1:17:55 Vistry

Watch on YouTube It's been a strong week for Harena Rare Earths First, the company was mentioned in President Trump's White House briefing, following a big conference on critical minerals. Then, the next day, it was granted its Mining Terms and Conditions by the Madagascar government. This means the company is now in a strong position to move ahead with plans for a pilot plant at its Ampasindava project. Ivan Murphy, Harena's executive chairman, joins Vox to tell us more.#HREE #Mining

Watch on YouTubeECR Minerals has completed a fundraising designed to help it accelerate the production process at Maddens. It could now be weeks rather than months before the underground portion of the Maddens gold mine in Australia goes into production, and ECR is keen to hurry the process along as fast as possible. To that end it has completed a modest raise at a fairly mild discount, as the work continues. The company's executive chairman Nick Tulloch joins Vox to explain the thinking behind the raise, and to tell us what happens next.

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Bodycote09:00 Easyjet11:50 Harworth13:25 Genel energy & Pharos Energy18:30 DFS Furniture21:35 Craneware25:50 Whitbread and Kingfisher26:30 NIOX & AB Dynamics28:30 CT Automotive34:15 Cerillion41:15 Goodwin45:15 Accsys Technologies49:40 Restore53:05 S4 Capital57:00 Headlam61:15 Videndum65:15 Oxford Biomedica71:30 Devolver Digital75:45 House builders and Travis Perkins 79:00 OSB83:25 Stelrad#BOY #EZJ #HWG #GENL #PHAR #DFS #CRW #WTB #KGF #NIOX #ABDP #CER #GDWN #AXS #RST #SFOR #HEAD #VID #OXB #DEVO #TPK #OSB #SRAD

Watch on YouTubeProspex Energy CEO Tom Reynolds discusses growing cash generation at Selva Malvezzi, the sharp improvement at El Romeral and the potential of the company’s newly awarded Polish licences. He also outlines the key permitting, development and partnership milestones investors should watch over the next 12 months.#PXEN #Oil #Gas 

Watch on YouTubeCavendish analyst Will Crighton explains why he has initiated coverage of Vietnam Holding with a Buy recommendation despite its recent underperformance and costly decision to avoid Vingroup. We examine the trust’s discounted valuation, concentrated banking exposure, Vietnam’s emerging-market upgrade and whether further redemptions could undermine the opportunity.

Watch on YouTubeGreat Southern Copper released financial results recently, in which it outlined the significant progress made on its projects in Chile during the year. Post period end the work has continued, and the company is now gearing up for a fourth phase of drilling that will move it closer to establishing a maiden resource. The targets are big, the grades so far are good, and Great Southern's ground is highly prospective. Chief executive Sam Garrett joins Vox to tell us more.

Pinnacle Silver & Gold has been delineating new zones of mineralisation at the El Potrero project in Mexico, after preparations for an ongoing underground drilling campaign uncovered new areas of the old mine that were previously unknown. Systematic sampling of these areas has shown continuity of mineralisation and added considerably to Pinnacle's confidence in the prospectivity and potential viability of the whole system. Drilling is ongoing, with the potential for a production decision by the end of the year. Chief executive Bob Archer joins Vox to tell us more

Quantum Data Energy CEO Pieter Krügel discusses record performance at Pyebridge, the forthcoming completion of Hindlip and Bordesley, and the Company’s partnership-led funding model. He also explains how QDE plans to address the rapidly growing power demands of AI datacentres.#datacenter #Power #AI #QDE

Watch on YouTubeMedPal AI CEO Jason Drummond discusses the Group’s rapid rise to an £8.6 million annualised revenue run rate, record NHS prescription volumes and the strong launch of New Health. He also explains how cross-selling across the Group’s three recurring revenue streams could support its next phase of growth

Watch on YoutubeIn this week’s live smallcap show, I discussed my latest thoughts on 23 stock ideas. Unfortunately though my partner in crime Paul Scott couldn’t join, albeit service will resume as normal next week (ie 12noon Fri 7th Aug)00:00 Pinewood Tech04:50 System1 & Brave Bison09:55 Vanquis14:45 Likewise16:55 Optima Health18:50 AB Dynamics22:40 Lords Group Trading26:55 Gear4Music30:00 Supreme33:15 PCI-Pal35:00 Mondi36:20 Wilmington39:30 Alfa Financial45:30 Tracsis51:50 Porvair54:15 Greggs56:15 Sage58:20 MONY60:35 GB Group64:00 Nichols66:05 AOTI69:10 Tristel75:15 Journeo#PINE #SYS1 #VANQ #LIKE #OPT #ABDP #LORD #G4M #SUP #PCIP #MNDI #WIL #ALFA #PRV #GRG #TRCS #SGE #MONY #GBG #NICL #AOTI#TSTL #JNEO

Watch on Youtube: https://www.youtube.com/watch?v=l0SYUjeQwZEFind out more about this Pre IPO Investment Opportunity: https://invest.laivagold.com/?SQF_LEAD_SOURCE=vxLaiva Gold is getting set to restart operations at a major gold project in Finland. Plant and permits are already in place, drilling is ongoing, and a pre-IPO financing round is happening now. The plan is to list the company in September, and move towards gold production within about a year's time. How big is the project? Well, there's already a million ounces known about, but previous drilling ended in ore. The project is likely to get bigger, and an expansion of the plant capacity is on the cards. General manager Jim Jackson and financier Jeremy Gray join Vox to tell us more.#Gold #mining #IPO

Watch on YouTubeRift Helium  #RIFT continues to make progress on its Rukwa project in Tanzania, where an environmental impact assessment is ongoing and likely to be completed soon. Once the official certificate is in, Rift will then commence a  seismic survey, and the thinking is that that will be in the current quarter. Rift's chief executive Charlie FitzRoy joins Vox to tell us how it's all looking, what the drilling plans are, and to talk about how Rukwa sits in the context of the wider helium market.

Watch on YouTube In this investing masterclass, accomplished UK fund manager Abby Glennie of Aberdeen Investments walks me through her view of the markets and latest thoughts on 14 stocks (see below).Unfortunately though after 44 minutes, my sound strangely stopped being heard at Abby’s end - so the interview had to be cut early.00:00 Equity outlook.02:15 Mitie03:30 Rotork05:20 Auction Technology07:25 Applied Nutrition11:40 Computacenter13:35 Softcat14:20 How to pick software stocks in the new AI world17:00 Alfa Financial19:30 Craneware25:25 GB Group28:15 Atalaya Mining Copper31:50 Pan African Resources34:00 Capital Ltd38:25 Ashtead Technology42:55 Hunting

EDX Medical  founder Professor Sir Chris Evans discusses the company’s growing portfolio of cancer and precision-diagnostic tests, including the newly launched BC95 bowel-cancer service and its employee health-screening opportunity covering 14,000 people.

In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 25 stock ideas.00:00 Any buys or sells this week? Shorted Nasdaq100. Sells: Gateley, Craneware & SThree.08:35 Purchases: Eagle Eye, Whitbread and Kingfisher14:35 Mitie18:15 Segro21:15 Fonix24:45 Eleco30:05 Craneware32:20 Yu Group34:20 Mortgage Advice Bureau39:40 hVivo46:30 Hardide50:40 Videndum55:50 Reach58:50 Smiths News62:30 JD Wetherspoon65:20 Itaconix66:55 SRT Marine Systems70:20 James Halstead74:10 Morgan Sindall79:25 Dotdigital76:35 TT Electronics81:55 Bloomsbury Publishing

Getech CEO Chris Jepps discusses the company’s landmark €1m+ European Commission natural hydrogen contract, one of the largest in its history, alongside recent momentum in FY26 trading and new super-major oil and gas client wins.

Gunsynd has been getting busy on its Barb gold project in Manitoba this summer, returning several highly attractive results from an extensive sampling programme. The results will be fed into the company's geological modelling, and go towards zeroing in on targets for subsequent drilling. Gunsynd executive director Hamish Harris joins Vox to outline the significance of Barb, to talk about recent additions to the licence and to spell out what happens next.

Following today’s strong and ‘in line’ H1’26 trading udpdate, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco – a specialist Buildtech software developer - kindly take me through the:00:00 Current demand picture and business’ growth drivers.04:35 Financial highlights07:30 Agentic AI, new product development and cyber security14:30 Outlook for 2026 & closing remarks

Cornish Tin & Lithium is now contemplating a fourth phase of drilling at its Tregonning South project in Cornwall, following a successful third phase that established the presence of significant tin and lithium across a broad area. The fourth phase of drilling, when it comes, will be used to provide data to generate an inferred resource, and that in turn will underpin a pre-feasibility study. Sally Norcross-Webb, the company's CEO, joins Vox to tell us more

The DFC, the investment arm of the US government, has committed just under US$5 million to the development of the Ampasindava ionic clay rare earths project in Madagascar, owned by Harena Rare Earths. The DFC conducted significant due diligence over many months, and the likelihood is that the bank will follow up this initial financing with a more sizeable package when it comes to putting Ampasindava into production. First concentrate is expected within 24 months, according to Harena's executive chairman Ivan Murphy. He joins Vox to tell us more.

In this investing masterclass, expert stock picker Richard Crow (alias Cockney Rebel) takes me through his view of the markets and latest thoughts on 25 stock ideas:00:00 Equity outlook and AIM vs Main market stocks07:10 Goodwin & how to deal with major portfolio knocks15:05 Saga21:20 Filtronic27:10 Seraphim Space Investment Trust33:45 UK recruiters: Hays, Page, Robert Walters and FDM47:50 Computacenter49:20 Softcat54:15 Home power generation57:30 Pinewood Technologies62:40 Warpaint and Potter & Moore67:15 Holding periods and cash levels68:50 Liontrust Asset Management71:40 Selling too soon75:15 Marshalls and UK house builders79:05 SigmaRoc82:05 Funding Circle88:45 XP Power93:40 Marston’s96:50 Victrex98:40 Zotefoams99:30 Halfords102:20 CMC Markets105:40 Volex106:40 Dialight

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 24 stock ideas.00:00 Rotork04:45 Gooch & Housego08:10 System1 and Brave Bison13:55 Ramsdens16:15 AdvancedADVT25:55 M&C Saatchi27:30 Cake Box31:50 Alumasc36:35 Eagle Eye41:40 Big Technologies44:30 Beeks Financial47:20 Lendinvest50:00 Foxtons52:10 Headlam/Likewise54:25 Alfa Financial58:55 Cerillion61:30 BRCK / Brickability63:40 Vistry68:00 Dr Martens69:40 Capital Ltd72:50 Sysgroup75:35 MS International#ROR #GHH #SYS1 #BBSN #RFX #ADVT #SAA #CBOX #ALU #EYE #BIG #BKS #LINV #FOXT #HEAD #LIKE #ALFA #CER #BRCK #VTY #DOCS #SYS #CAPD #MSI

Watch on YouTubeWinshear Metals has released the results of an electromagnetic survey conducted on its Portsoy nickel-copper-cobalt project in Scotland. The survey revealed a large conductor beneath the surface at Portsoy, which Winshear now plans to investigate further. Previous drilling, for which assays are pending, indicated the presence of massive sulphide and disseminated sulphides at Portsoy, so the prospectivity is very high. The company plans more drilling in due course, as it moves towards the delineation of a mineral resource estimate. Chief executive Richard Williams joins Vox to tell us more.

Watch on YouTubePoolbeg Pharma has dosed the first patient in its POLB 001 TOPICAL clinical trial, marking the start of a key execution phase for its CRS prevention programme. With UCLH activated, further sites expected, interim data targeted for summer 2026 and partnering discussions ongoing, investors will be watching whether clinical progress can validate the programme’s claimed commercial potential.

Watch on YouTubeEuropean Green Transition has released a second quarter update from its Wind Energy Services business, highlighting significant growth and growth potential in its repowering and operations and maintenance businesses. The overall potential pipeline in repowering could amount to as much as £126 million in revenue. Meanwhile the broader economic backdrop, in which governments continue to seek energy security via home-grown green energy projects, continues to be favourable. Dave Broadbank, the managing director of the Wind Energy Services business, joins Vox to tell us more.

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.01:10 easyjet04:55 Jet208:10 Aim vs Main market listing10:05 Avingtrans14:30 Keller16:40 UK housebuilders: Vistry, MJ Gleeson, Crest Nicholson and Henry Boot25:10 Capita30:55 Boku and Bango37:15 Victrex43:30 Johnson Service Group46:05 Tristel51:10 Playtech54:45 Hostelworld57:50 Hays62:15 Victoria66:45 Next 1570:20 Renishaw72:55 Water Intelligence77:55 MedPal AI#EZJ #JET2 #AVG #KLR #VTY #GLE #CRST #BOOT #CPI #BOKU#BGO #TSTL #VCT #HAS #PTEC #HSW #RSW #VCP #NFG #JSG #WATR #MPAL

In this upbeat interview, CEO Sara Barrington of Verici DX – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through last week’s ‘in line’ FY’25 results and positive outlook.Disclosure: Verici is a Vox Markets client

Great Western Mining Corp PLC: More tungsten assay results from Defender-Pine Crow Great Western Mining has released the results of a machine-cut channel sampling programme undertaken at its Defender-Pine Crow tungsten project in Nevada. The company cut four channels, and each showed tungsten mineralisation comparable to other projects in the area, notably that of Guardian Metals at Pilot Mountain. More channel samples will now likely be taken as the company moves towards a drilling campaign set to get underway in the next few weeks. Meanwhile, behind the scenes, metallurgical work is also ongoing. Great Western chief executive Ed Loye joins Vox to tell us more. ▶️ Watch the full interview: https://www.youtube.com/watch?v=ReXLQQUTm5w

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 17 stock ideas.00:00 Portfolio performance in H1’2602:45 Craneware17:25 CMC Markets21:45 Topps Tiles25:45 James Latham30:05 Activeops41:20 Focusrite45:15 Cake Box49:05 Proservice Building Services53:30 Seeing Machines58:50 Invinity Energy Systems61:50 JD Sports63:45 AdvancedADVT66:30 Filtronic69:40 Kooth73:05 Trifast76:40 Cerillion78:40 James Halstead80:20 Outlook for H2’26

Rome Resources has released the assay results from its latest drilling programme at the Kalayi tin project in the Democratic Republic of Congo. The grades are averaging at over 2%, which is world class, and the widths are strong too. The next step will be a resource upgrade, which is coming within the month. Rome's chief executive Paul Barrett joins Vox to tell us more.

Watch on YouTubeShearwater Group #SWG has announced a five-year, circa £25 million contract expansion with a global telecoms customer, materially improving revenue visibility and supporting FY26 expectations. This morning’s appointment of Jonathan Entract as Independent Non-Executive Director and Audit Committee Chair adds a governance and capital allocation angle, with investors likely to focus on cash conversion, margin quality and whether the Group is now better positioned for its next phase of growth.

Watch on YouTubeFortuna Metals is advancing its Malawi rutile and graphite project at a rapid pace. The company is currently drilling, a bulk sample's been taken, work is ongoing on early economic calculations, and previous sampling shows that the grade is highly attractive. The project is close to a railway, and not far away from Sovereign Metals' major mineral sands development at Kasiya. Fortuna's chief executive Tom Langley joins Vox to tell us more#Mining #voxmarkets #FUN

ECR released interim results this week, and chairman Nick Tulloch took the opportunity to spell out exactly what his vision for the company is over the coming years. It's more than likely, he tells Vox, that the company will have been able to bring four Australian gold mines to production by the end of 2027, and that the cash being generated will be significant. Raglan's already up and running, and will be followed by Maddens, Blue Mountain and Saltbush.

Metals One has released financial results for the year to end 2025. The year was a transformational one for the company as it built big positions in North American uranium, as well as in gold in the USA and South Africa. There was also an impairment on the company's long-standing Scandinavian nickel asset. Dan Maling, Metals One's managing director, joins Vox to tell us what happens next.

Watch on YouTubeAnalyst Peter Hitchens has written an extensive research report on Quantum Helium, the company with extensive assets in Colorado. Hitchens joins Vox to tell us why he likes the company, to explain the reasoning behind his ambitious price target for the company, and to outline some of the broader economic context in which Quantum is operating.

Watch on YouTube In this upbeat interview, CEO Sandy Chadha and CFO Suzanne Smith of Supreme – a leading FMCG products business – take me through today’s positive FY’26 results and in line FY'27 outlook.

Metals One is participating in a major transaction that will simplify the ownership structure for the Barbrook and Vantage gold assets in South Africa that will shortly be coming into the ownership of Lions Bay Capital. The South African assets are just exiting a bankruptcy status in a process that now has government approval and, once the transaction is complete, will be 100%-owned by Venture-listed Lions Bay Capital. Metals One, in turn, will own roughly 50% of Lions Bay Capital. In addition, Metals One will take a bigger stake in Fidelity, a company with major exploration upside in South America. Dan Maling joins Vox to tell us how it all fits together.

Watch on YoutubeMindflair’s 2025 results show a company with growing exposure to AI-focused venture assets, recent cash realisations, no debt and a significant discount to reported NAV. The interview explores whether further portfolio progress, liquidity events and commercial traction can help close the valuation gap for shareholders.

Watch on YouTubeRift Helium listed in London in April, and it’s been all systems go since then. The company is currently working on an environmental impact assessment at its helium project in Tanzania. The EIA is a prelude ti a major seismic campaign planned for later this year, and the results from that will be plugged into planning for a drill programme in 2027. Rift chief executive Charlie Fitzroy joins Vox to tell us more

Watch on YouTubePinnacle Silver & Gold has signed an agreement with well-known metals trader Auramet, under the terms of which  Auramet has agreed to provide US$5 million in finance for the development of the El Potrero gold and silver project in Mexico. The El Potrero project comprises several old mines that could be brought back into production pretty quickly and relatively cheaply, if shown to be economic. Pinnacle is currently mid-way through a major drilling campaign there. Chief executive Bob Archer joins Vox to tell us more.

Watch on YouTube Focusrite’s latest results show improving margins, stronger cash generation and a significant reduction in net debt, helped by pricing discipline, working capital control and growth in direct-to-consumer sales. But investors will be watching whether modest revenue growth, tariff uncertainty and the Sequential impairment can give way to a more convincing phase of sustained earnings growth.

Watch on YouTubeIn this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.00:00 Advanced Medical Solutions04:00 Recent buys07:25 Spire Healthcare12:45 Ramsdens19:15 Segro23:50 Easyjet28:10 Gamma Communications31:30 IP Group33:40 ITV37:00 Avingtrans40:35 Distribution Finance Capital Holdings44:35 Volex48:50 Telecom Plus51:25 Impact of change in tax treatment of cash held in ISAs53:50 Moonpig57:55 Gear4Music1:00:25 McBride1:07:55 MHA1:13:15 Low margin retailers eg AO World, Halfords, etc1:15:40 NIOX1:18:15 BRCK / Brickability1:20:05 Severfield1:23:05 Carclo#AMS #SPI #RFX #SGRO #EZJ #GAMA #IPO #AVG #DFCH #ITV #AO. #HFD #MOON #TEP #MHA #MCB #VLX #BRCK #G4M #NIOX #SFR #CAR

Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on Rift Helium. Rift recently listed on Aim, and plans to drill its helium assets in the Rukwa Basin in Tanzania next year. Slater talks about the huge upside that's on offer, and walks us through the reasoning behind his 29.1p risked NAV for the company, and his total unrisked NAV of 435.5p.

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.

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.

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

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

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