2514: The Exchange with Richard Penny of Oberon Investments

The Vox Markets Podcast · Oct 19, 2026 · 1h 10m

In this investing masterclass, Richard Penny of Oberon Investments - kindly takes me through his view of the markets and latest thoughts on 20 companies.

Apologies for the poor sound quality during the first 3 mins.

00:00 Equity outlook and how to invest in special situations.

04:20 Whitbread and Great Portland Estates

07:05 DF Capital

10:35 Verici Dx

14:05 InvestAcc

17:20 RM plc

21:55 Zegona Communications

25:10 Xaar

30:40 Eagle Eye

34:35 AdvancedADVT

37:20 Oxford Biomedica

41:15 CREO Medical

45:50 Genus

48:15 Mincon

50:05 Flowtech Fluidpower

52:10 Crest Nicholson

56:05 XP Factory

57:40…