Vox Markets Weekly Video Wrap
Keeping you informed with the latest company updates and investment insights from renowned stock market professionals
Keeping you informed with the latest company updates and investment insights from renowned stock market professionals:
Company Q&A – Hear directly from company management as they discuss the latest updates and strategic developments.
Mining Matters - Hosted by industry expert Alastair Ford, your go-to source for insights and analysis across the mining sector.
Small-Cap Investing – UK equity analyst and market commentator Paul Scott joins Paul Hill to discuss their latest views on a range of stocks.
Quantum Helium's testing at Sagebrush continues to deliver
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.
Mining Matters - Cavendish says Blencowe Resources shares could go 500% higher
Yuen Low, director of research at Cavendish joins Vox for a discussion about , 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.
Zeus says Rift Helium could be worth multiples of current share price
Zeus Capital analyst Daniel Slater sits down with Vox to talk us through the details of his latest research note on . 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.
2 P's on a Pod: Is UK Takeover Activity Just Getting Started?
In this week’s live smallcap show, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 22 stock ideas.
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.
