The Vox Markets Podcast

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: 4Imprint & CT Automotive 04:10 Zotefoams 08:10 Eagle Eye 10:00 Tracsis 12:30 Videndum 17:40 Synthomer 20:50 Close Brothers 23:35 Auction Technology Group 27:40 Tortilla Mexican Grill 29:50 Domino’s Pizza UK 34:55 Yougov 37:55 TP ICAP 40:35 Pets at home 43:30 XP Power 45:55 Travis Perkins 47:20 MS International 50:40 Senior 52:45 Mincon 55:30 Bango 57:25 Xaar 58:45 James Halstead 61:45 Measuring stock liquidity 63:25 Manx Financial 65:10 Banks & macro read-across

In this upbeat interview, CEO Sara Barrington of  Verici DX [https://voxmarkets.co.uk/listings/LON/VRCI/] – a next generation medical diagnostics firm focusing on the global kidney transplant market - takes me through: 00:00 Verici's £6.35m recent fund raise and planned use of proceeds. 02:45 Commercialisation of its flagship blood test Tutivia. 09:20 $300m total addressable market for Tutivia 21:35 Relationship with Thermo Fisher Scientific (re pre-graft Clarava/PTRA test) 24:15 Update on 3rd diagnostic (Protega) and closing remarks

Watch on YouTube [https://www.youtube.com/watch?v=y92Pn5WhW2U] KEFI Gold and Copper [https://voxmarkets.co.uk/listings/LON/KEFI/] #KEFI has released a comprehensive update on the ongoing progress it's making with the Tulu Kapi gold project in Ethiopia. Sign-offs have begun in regard to the financing package for the project, and final close is expected next month. Meanwhile, early work on site has been going well ahead of full launch. KEFI's chairman Harry Anagnostaras-Adams joins Vox with further detail, and reminds us once again of the huge potential profits that are on offer here. He also voices his aspiration, down the line, to pay a dividend to shareholders

Watch on YouTube [https://www.youtube.com/watch?v=-bio1gUyumE] Harena Resources #HREE has undertaken a fundraising to bring in new strategic investors and to provide working capital as it continues to progress its Ampasindava rare earths project in Madagascar. The project is close to attaining a mining licence and a bankable feasibility study is likely to follow shortly thereafter. Harena's new chairman Ivan Murphy takes us through the likely sequence of events, and gives a broad outline of the company's strategy and the opportunities in rare earths that it's addressing.

Recent high grades from the tailings pond at Panther Metals' Winston project in Canada have clearly signposted a way for the company to secure early cashflow, and funding for a re-start of the mine. The plan, as chief executive Darren Hazelwood tells us in this exclusive interview, is to finance the construction of a tailings re-treatment plant ideally through debt, and then to use the huge potential revenue that such a project will generate to take the company on to the next steps. In the near-term, more metallurgical work is needed. But the direction of travel is clear, and Panther has lately demonstrated an ability to move very quickly when it so chooses.