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The Vox Markets Podcast

The Vox Markets Podcast

著者: Vox Markets Podcast
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Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.Vox Markets 個人ファイナンス 経済学
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  • 2099: Q&A with IXICO CEO Bram Goorden and CFO Grant Nash
    2025/05/20
    Watch on YouTube

    In this interview following today’s positive and in line March H1’25 results, CEO Bram Goorden and CFO Grant Nash of

    IXICO #IXI - an AI powered medical imaging analytics firm - take me through:
    00:00 What the business does, its key USPs & growth opportunity ahead.
    05:10 Financial highlights, operating leverage, breakeven sales and revenue cover.
    10:20 Expansion strategy, new product development & current industry demand (eg tariffs).
    15:15 Capital resources and cashflow
    17:20 Closing remarks.

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    20 分
  • 2099: Mining Matters: Ethiopia and its opportunities, with Harry Anagnostaras-Adams
    2025/05/20
    The Ethiopian economy is booming. Mining companies are developing major projects, and gold is the country's biggest export. The country's airline is one of the most successful in Africa, and Addis Ababa has become a major hub. So what's it like to operate in Ethiopia? What are the opportunities? Harry Anagnostaras-Adams is the founder and chairman of KEFI Gold & Copper, a company that was for many years a trailblazer in Ethiopia, and which is now developing a gold mine.
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    53 分
  • 2098: The Exchange with Jamie Ward
    2025/05/19
    Watch on YouTube

    In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following:

    00:00 Is the recent ‘tariff induced’ rally sustainable or a ‘dead cat bounce’?
    02:10 Passive vs active funds
    07:05 WISE
    14:45 Burberry
    19:25 JD Sports
    22:15 Frasers
    28:20 Vistry
    32:00 RWS
    36:00 Brave Bison
    41:00 Roberts Walters
    43:00 Focusrite
    46:55 Camellia
    51:05 Agronomics
    55:10 Portfolio construction, stock concentration & risk management
    60:40 DCC
    64:00 SDI
    66:15 Favourite stock for next 12 months. DCC
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    1 時間 7 分

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