Vox Markets Originals

On the Vox Markets Podcast 11.12.19

 

Andrew Knott, CEO of Savannah Petroleum #SAVP discusses the release of the CPR on their assets in Nigeria.Savannah Petroleum PLC is an AIM listed oil and gas company with exploration and production assets in Niger and Nigeria. Savannah's flagship assets include the R1/R2 and R3/R4 PSCs, which cover c.50% of the highly prospective Agadem Rift Basin ("ARB") of South East Niger, acquired in 2014/15. The Company is in the process of acquiring interests in the cash flow generative Uquo and Stubb Creek oil and gas fields and an interest in the Accugas midstream business in South East Nigeria from Seven Energy.

John Meyer, Mining Analyst at SP Angel covers a few mining stocks and shares his thoughts on Glencore

 

Plus the Top 5 Most Followed Companies & the Top 5 Most Liked RNS’s on Vox Markets in the last 24 hours.

 

Vox Markets is revolutionising the way companies engage with shareholders and the stock market at large. By aggregating IR and digital content onto one secure and compliant platform, Vox Markets has established itself as the go-to resource for the investment community.

 

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Stephen Yiu, is the lead manager of the Blue Whale Growth Fund, which has returned 48.8% since it launched less than 2 years ago.

The fund aims to be the #1 global fund in the UK, attributing its stellar performance to its high conviction and high concentration investment approach, selecting only quality companies, at the right price, Stephen emphasises.

This approach has enabled Blue Whale Capital to more than double from £80m at the start of the year to £205m, outperforming the MSCI World benchmark by 10% in the same time-frame.

We discuss Stephen’s investment approach, why he believes Blue Whale Capital is a disruptor in the asset management industry, and more.

Simon has been a senior figure in the international investment management industry for more than three decades. After a career spanning more than a decade at S.G. Warburg, UBS, HSBC James Capel and Nomura, Simon created one of the industry’s first dedicated research and investment consulting businesses, Global Fund Analysis.

He also played a pioneering role in seeding many of the incipient European hedge funds through the Fortune Group, that went on to become one of the UK’s pre-eminent hedge fund advisory firms before being successfully sold to Close Brothers Group PLC, in 2006.

We discuss why emerging markets is ripe for stock picking, why investors are losers in the shift to passive investing, and why investors should not be perennially optimistic.

A Wood Mackenzie report has found that 600 million people are set to gain access to electricity in the next decade, in an attempt to make a dent in the around 1 billion people who are still not connected. In this effort, experts in the energy sector are turning to an innovative solution-- off-grid energy systems.

And off-grid energy systems are just the beginning for the communities it is set to revolutionize, as access to reliable electricity clearly opens up a flood of new networks and opportunities.

We connected with experts in the field to learn more about the technology itself, how this value-stacking model is creating a spark in the sector, and what