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Growing revenues and expanding margins in audio-visual solutions with MediaZest
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In this episode, we sit down with Geoff Robertson, CEO of MediaZest, to discuss the company’s accelerating momentum after a strong period of revenue growth and its swing to profitability.
Geoff talks us through the business model, its focus on recurring revenues, and what sets MediaZest apart in the digital signage and in-store media market. We explore the key contract wins driving a third increase in revenues, the outlook for new business, and how the company plans to sustain profitability and expand margins into 2026 and beyond.
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Top-line momentum and ambitious growth plans with England’s leading winemaker Chapel Down
26:29|In this episode, we speak with James Pennefather, CEO of Chapel Down, following the release of strong results and a positive outlook for the year ahead.Chapel Down is England’s leading winemaker and the most recognised English wine brand, producing award-winning sparkling and still wines from over 1,000 acres of vineyards in Kent. This is around 9% of the UK’s total production.There was a lot to like in 2025’s financial performance, with sales rising 19% to £19.4m, driving a 79% increase in adjusted EBITDA (including fair value adjustment to biological produce).James walks us through the drivers of top-line momentum, the dynamics of the shift in gross margin, and the path back to margin expansion. We dig into the balance sheet and when shareholders should expect to see improving cash conversion and sustainable free cash flow.On the commercial side, James discusses the rapid growth in off-trade sales, the protection of premium positioning as supermarket distribution scales, and the increasing contribution from the company’s Traditional Method Sparkling (TMS) wines.With marketing investment stepping up, we explore the expected payback and the principal drivers underpinning Chapel Down’s ambition for sustained double-digit growth.
David Buik and Michael Wilson with Blondemoney’s Helen Thomas on local elections, oil and equity markets
27:56|In this episode, David Buik and Michael Wilson are joined by Helen Thomas, founder of Blondemoney, for a wide-ranging discussion spanning UK politics and global markets.With local elections across England, Scotland and Wales approaching, Helen gives her take on what the results could mean for Labour, the Conservatives and Reform, and whether the traditional two-party system is truly finished.The conversation turns to whether a poor result for Labour could trigger a leadership challenge for Keir Starmer, whether Reform has peaked too early, and the prospect of a Conservative-Reform coalition by 2029.On markets, the trio discuss the resilience of equities, the risk of an oil price spike if tensions escalate in the Strait of Hormuz, and the potential fallout for equity markets.
Beating earnings estimates and providing a solution to NHS waiting lists with One Health Group
29:53|UK Investor Magazine sits down with Adam Binns, CEO, and Derek Bickerstaff, Chairman, of AIM-listed One Health Group, the independent provider riding the NHS Patient Choice tailwind with 140 consultants across 40 locations.FY26 delivered a 9% revenue beat at £32m, with EBITDA also ahead of consensus. Adam and Derek unpack where the upside came from, why consultations grew 20% while procedures grew 15%, and revenue 13%, and what that case-mix divergence means for the business going forward.We dig into the demand backdrop as NHS waiting lists remain stubbornly high, the early contribution from the Urology specialism launched at the end of FY25, and what’s next on the speciality roadmap. Adam and Derek also walk us through the new Scunthorpe hub and whether this signals a wider rollout of the hub model.We also look at why two of One Health’s largest commissioners have just shifted from one-year to five-year contracts and what that says about the visibility of future earnings.The podcast ends with what One Health Group investors should be watching over the months ahead.
Private markets, PISCES and Angel investing with Vestd’s Yaroslav Kinebas
14:20|In this episode of the UK Investor Magazine podcast, Jeremy Naylor speaks with Yaroslav Kinebas, Operations Director at FCA-regulated Vestd, about how retail investors can access shares in private companies.Find out more about Vestd here.The conversation covers PISCES, the new private market trading framework, looking at what it is, who it’s for, and the problems it aims to solve.They also explore how modern single-deal SPVs and syndicates are opening up private markets, enabling angel investors and smaller funds to diversify, share risk, and compete with larger players.A timely discussion on the democratisation of private capital and the growing role of retail investors in this space.
Selecting leading-edge AI and technology companies with TMT Investments
51:02|In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech.Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail.We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business.We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments.
US and UK equities, AI investing tools, and ISAs with Robinhood UK's Dan Lane
27:59|Dan Lane, lead analyst at Robinhood UK, joins us for a wide-ranging conversation on markets, money, and the future of investing in Britain.We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment.From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change.We dig into ISAs and why so many people leave their annual allowance untouched, the most damaging myths Dan hears regularly, and his verdict on whether government policy will actually shift behaviour.We finish with a look at how AI is transforming what retail investors can do today versus five years ago, and the most exciting applications Dan has seen emerging in the space.We close on UK-listed companies. We ask whether Dan is optimistic or pessimistic right now, and if he had fresh money to put to work in one corner of the UK market today, where would it go?
Diversified direct equity investments in private companies with NB Private Equity Investment Trust
30:40|Jeremy Naylor sits down with NB Private Equity Fund Manager Luke Mason to discuss the Neuberger Berman-managed Investment Trust.NB Private Equity Partners is a London-listed investment trust managed by Neuberger Berman that invests directly in a portfolio of around 90 private companies, primarily in the US.The trust co-invests alongside top-tier private equity managers in their core areas of expertise, leveraging Neuberger Berman’s platform and relationships to access attractive deal flow. The portfolio is diversified across sectors, managers and company size, with a focus on businesses benefiting from long-term structural growth trends such as shifting consumer patterns and demographic change.Notably, investments are typically made on a no-management-fee or carried-interest basis, and responsible investment principles are fully integrated into the process.
Investing in future-defining UK technology companies with Symvan Capital
33:04|In this episode, we sit down with Kealan Doyle, CEO of award-winning EIS fund manager Symvan Capital, to explore how the firm identifies and backs disruptive early-stage technology businesses.Kealan outlines Symvan’s focused approach to investing in early-stage UK technology companies, explains why the firm favours business-to-business models over consumer plays, and discusses how AI is reshaping the technology landscape.AI isn’t anything new to Symvan Capital, which has been investing in the area long before the release of ChatGPT. Kealan provides fascinating insight into the area and where he sees opportunity.He walks through current portfolio companies, shares lessons learned from exits, and details Symvan’s hands-on approach to supporting founders post-investment.With £52m in assets under management and investments in 56 technology businesses since 2014, Kealan explains what sets Symvan apart from similar EIS Funds.To learn more about investment opportunities in AI growth businesses through EIS and SEIS schemes, investors, entrepreneurs, and financial advisers are welcome to contact Symvan Capital or visit their Republic Campaign live until 20th March. Capital at Risk.