Episodes

  • 2412: RentGuarantor Revenues Surge 155%
    Jun 3 2026

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    RentGuarantor has reported a sharp acceleration in trading, including record May revenue, strong contract growth and its first positive monthly EBITDA since AIM admission. In this interview, CEO Paul Foy discusses whether the Renters’ Rights Act has created a structural demand shift, how the new damage-cover offering changes the model, and whether AI can help the company scale profitably without weakening risk controls.

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    11 mins
  • 2411: Poolbeg Pharma: What US Payers Really Said
    Jun 3 2026

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    Independent US payer research commissioned by Poolbeg Pharma shows strong commercial backing for POLB 001 — a first-in-class preventative for cancer immunotherapy-induced CRS. Chris from Acumentis Global on what payers said, and what it means for the commercial opportunity ahead.

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    15 mins
  • 2410: Great Southern Copper targets district-scale porphyry system in Chile
    Jun 2 2026
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    Great Southern Copper has just initiated a new of drilling on its Chilean portfolio of assets, targeting the Victoria prospect on the wider Especularita project. Recent drilling undertaken by Great Southern nearby to Victoria has confirmed the presence of a copper-porphyry-style alteration system and the wider area is highly prospective as a district-scale play. Great Southern's chief executive Sam Garrett joins Vox to tell us what success would look like, and where the company goes from here.
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    24 mins
  • 2409: Prospex Energy: The Bases Are Loaded as Asset Momentum Builds into 2027
    Jun 1 2026

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    Prospex Energy’s 2025 annual report points to a year of investment, repair and repositioning across its European gas portfolio. With Selva producing, Viura back online, Tarba now wholly owned, and new licences awarded in Poland, the company says momentum is building. In this interview, CEO Tom Reynolds discusses Prospex’s funding position, the next steps for key assets, and the milestones investors should watch over the next 12 to 18 months.

    #PXEN #Energy #Gas

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    10 mins
  • 2408: MedPal Hits Record Prescription Volumes & £5m Run-Rate
    Jun 1 2026
    MedPal AI has reported its strongest month since launch, with more than 42,250 prescription items dispensed in May and cumulative volumes now above 250,000. In this interview, CEO Jason Drummond discusses what is driving the growth, whether 34% pharmacy gross margins are sustainable, and how investors should judge the path from operational momentum to cash generation.
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    6 mins
  • 2407: Blencowe boosts Orom-Cross with updated DFS
    May 29 2026

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    Blencowe Resources has released an updated definitive feasibility study for its Orom-Cross graphite project in Uganda. The new study has boosted net present value by 15% to US$1.24 billion, and increased the projected cashflow over the life of the mine by 100% to over US$4 billion. These are big numbers, especially considering that the capex number remains the same. Meanwhile, the company is continuing funding talks with renewed confidence. Mike Ralston, Blencowe's chief executive tells Vox all about it

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    8 mins
  • 2406: 2 P's on a Pod: What’s Next in UK M&A?
    May 28 2026

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    In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 19 stock ideas.

    00:00 View on markets and recent buys & sells
    03:30 Beeks Financial
    06:00 Invinity Energy Systems
    09:45 Bodycote
    13:30 Advanced Medical Solutions
    21:20 Gamma Communications
    25:40 PPHE Hotels
    28:50 Aptitude Software
    34:20 Capita
    38:15 CT Automotive
    44:35 Hollywood Bowl
    48:45 Tortilla Mexican
    51:30 Hardide
    56:05 Zotefoams
    59:40 WISE
    1:04:20 Pebble Beach Systems
    1:08:15 LSL Property
    1:10:25 Softcat
    1:13:20 XP Factory
    1:16:10 Calnex Solutions

    #BKS #IES #BOY #AMS #GAMA #PPH #APTD #CPI #CTA #BOWL #MEX #HDD #ZTF #WISE #PEB #LSL #SCT #XPF #CLX

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    1 hr and 22 mins
  • 2405: ACG Metals set for US$200m EBITDA next year
    May 28 2026

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    ACG Metals is just about finished with construction of the copper production line at its Turkish mine. This will add significant cashflow to a project that is already up and running and producing gold. ACG's chairman Artem Volynets says that in the 2027-2028 financial year EBITDA should hit US$200 million. Once the company refinances its bonds it will then be in a position to start paying dividends. It will also look upwards and outwards, and start to seek acquisitions in Europe and Central Asia.

    #ACG #Mining #Copper

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    16 mins