UK Investor Magazine

Alan Green joins the Podcast as we delve into global equities and the key themes driving markets this week. We discuss: Shell (LON:SHEL) Amazon (NASDAQ:AMZN) Avacta (LON:AVCT) AQUIS (LON:AQX) We look at  Shell’s record profits  and what the company needs to do in future to support the share price. The company says it will invest their bumper profits in renewables, we question how realist...

The UK Investor Magazine was thrilled to be joined by Jonathan Daines, Found and CEO of lettingaproperty.com. Get more information on the lettingaproperty.com crowdfunding campaign here. lettingaproperty.com is digitalising UK letting processes and have attracted 20,000 landlords to their service to date. Having secured investment from institutional investors Mercia Asset Management, the company i...

We are joined by Alan Green for our regular deep dive into a selection of UK stocks and key market themes. We discuss: easyJet (LON:EZJ) Cadence Minerals (LON:KDNC) hVIVO (LON:HVO) Our discussion starts with a comparison of the UK’s FTSE 100 and FTSE 250 and the factors that could see the FTSE 250 outperform in 2023. We also make comparisons to US indices S&P 500 and NASDAQ. Cadence Minerals h...

The UK Investor Magazine Podcast was thrilled to be joined by Harald Braun, Chairman of Guident, for broad discussion around the future of autonomous vehicles. Guident, a Tekcapital portfolio company, had developed technology that improves the safety of autonomous vehicles and is at the forefront making driverless transport a reality.  We discuss Harald’s recent experience at CES and the vali...

Alan Green joins the Podcast as we discuss key market themes and a selection of UK equities.  We discuss: Burberry (LON:BRBY) Argo Blockchain (LON:ARB) AB Dynamics (LON:ABDP) UK inflation has began to fall and the FTSE 100 continues to flirt with all time highs. We look at what could derail a rally and the key influences on stocks.  Burberry has been a major beneficiary of Chinese econom...

The UK Investor Magazine is joined by Marc Kimsey, Head of Equities of Frederick & Oliver. Frederick & Oliver assist UK investors with tactical positioning in global equities.  We discuss this tactical approach throughout the podcast and take a dive deep into three sectors Marc see’s value in.  Download Frederick & Oliver’s Top Stock Picks for 2023 Marc also highlights the bi...

Alan Green joins the Podcast as we run through the numbers of FTSE 100 companies updating investors after the Christmas trading period. Sainsbury’s (LON:SBRY) Barratt Developments (LON:BDEV) Blencowe Resources (LON:BRES) Deltic Energy (LON:DELT) Sainsbury’s has a record Christmas with like-for-like sales excluding fuel rising 5.9%. However, the pressure from discounter such as Lidl and Aldi contin...

The UK Investor Magazine Podcast was thrilled to welcome Kiran Morzaria, CEO of Cadence Minerals, for a deep dive into progress at the Amapa iron ore project in Brazil and the overall Cadence Minerals portfolio.  Cadence Minerals announced the results of a pre-feasibility study earlier in the week marking a major milestone in development of the mine. Kiran provides an overview of the PFS tech...

Alan Green joins the Podcast for a run down of his shares to watch in 2023. We start with a look at Bidstack and the disappointing start to the year before we jump into Alan’s 14 stocks to watch in 2023. Companies included: Shell (LON:SHEL) AstraZeneca (LON:AZN) Power Metal Resources (LON:POW) Tekcapital (LON:TEK) Cadence Minerals (LON:KDNC) ECR Minerals (LON:ECR) Blencowe Resources (LON:BRES) Fir...

The UK Investor Magazine was delighted to welcome the Changeover Technologies team to the Podcast to explore their carbon-reducing technologies. Changeover Technologies is reducing carbon emissions by providing industrial manufacturers the technology to reuse particle waste in their manufacturing process. Changeover Technologies is tackling the problem of up to 40% carbon waste by providing plug-a...

The UK Investor Magazine Podcast was thrilled to welcome Stephen Mullowney, CEO of TRX Gold, for a deep-dive into their gold production and exploration activities in Tanzania.  TRX operate the Buckreef Gold project and poured 8,874 ounces of gold and sold 8,598 ounces of gold in the year ended August 2022.  The company is also embarking on a blue sky exploration programme that promises a...

The UK Investor Magazine was delighted to welcome Paul Johnson back to the Podcast to answer questions from investors.  Paul presented at the UK Investor Magazine Virtual Investor Conference 7th December and due to the high volume of investor questions at the event, we were unable to deliver all the questions to Paul. This Podcast will address those questions. Watch the full Power Metal Resou...

Alan Green joins the Podcast to delve into a number of UK equities and key market themes. We discuss: Mitchells & Butlers (LON:MAB) Chemring (LON:CHG) Sovereign Metals (LON:SVML) Mitchells & Butlers swung to a profit as the pubs and restaurants group bounced back from the pandemic. We look at how the festive period may play out for the group. Chemring is dividend payer with many defensive...

The UK Investor Magazine Podcast was delighted to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust. Vietnam Holding was one of the best performing London-listed Investment Trusts in 2021. In 2022, Vietnam Holding outperformed the benchmark, but saw its share price fall in line with broad declines in Asian equities. Craig outlines how the Vietnam...

The UK Investor Magazine was thrilled to welcome Jonathan Hick, Fund Manager at Triple Point Energy Transition (TENT), to the podcast for a deep dive into the UK energy markets and opportunity in the energy transition.  Regular listeners will remember the Q&A session from the Triple Point presentation at the UK Investor Magazine Virtual Investment Trust Conference in November and the insi...

Alan Green joins the UK Investor Magazine Podcast to dive into this week’s key market themes. We look at the FTSE 100 and the China-exposed stocks leading the index higher on Tuesday.  China has announced they will be looking at increasing the rollout of vaccines to the over 65s. Such a move will help reopen the economy and boost headline global growth figures. We discuss easyJet and More Acq...

Alan Green joins the Podcast to dive into three Uk equities and the key themes driving markets this week. We discuss: Pets at Home (LON:PETS) Halfords (LON:HFD) Harland & Wolff (LON:HARL) We start by looking at the FTSE 100 and whether we could see all time highs in London’s leading index – at the same time the UK economy enters a recession.  Pets at Home and Halfords were big winners dur...

The UK Investor Magazine was thrilled to welcome Matt Britzman, Equity Analyst Matt Britzman, to discuss three equities, including: Burberry IDS NVIDIA Burberry has been reliant on the Chinese luxury market for some years but today’s update shows the weaker pound is creating a more diverse client base. We run through their update and how their strategy is evolving.  IDS, formerly known as Roy...

We start by looking at the backdrop of rising inflation and economic uncertainty after UK inflation hit 11.1% with milk and cheese costs and main element of the higher prices. A scenario where UK inflation is rising and US inflation falling presenting an interesting set of trading possibilities, some of which we explore. SSE are investing 4x their profits in improving their infrastructure after be...

The UK Investor Magazine Podcast revisits Triple Point Energy Transition’s Q&A session at our Investment Trust conference. Fund Manager Jonathan Hick summarises their holistic strategy for investing in the energy transition and takes questions from attendees. Jonathan answers questions on the current state of the energy market, green hydrogen and how capacity of the UK grid is limiting renewab...

Alan Green joins the Podcast as we delve into key markets theme and a number of UK equities. We discuss: AstraZeneca (LON:AZN) Georgia Capital (LON:CGEO) Vela Technologies (LON:VELA) We start by looking at potential catalysts for markets as we move into the winter. AstraZeneca has reported a solid set of third quarter results as the company sees the benefits of higher cancer drug sales. Georgia Ca...

We were thrilled to welcome Adam Norris, CEO and Founder of Pure Electric, to the UK Investor Magazine Podcast to explore Pure Electric.  Adam Norris was the founder on Pensions Direct and working with Hargreaves Lansdown he floated the company before committing his time to his son Lando’s motorsport pursuit. Lando went on to become a Formula One driver and Adam turned his attention to angel...

Alan Green joins the Podcast as we explore UK equities and key macro themes driving markets this week.  We discuss: Next (LON:NXT) GlaxoSmithKline (LON:GSK) Sovereign Metals (LON:SVML) ECR Minerals (LON:ECR) We focus initially on the Chinese economy and how UK investors could play the end of the Zero COVID-19 policy, should recent rumours prove to have any weight to them. Next is a fantastic...

The UK Investor Magazine was delighted to be joined Derren Nathan, Head of Equity Research at Hargreaves Lansdown. Derren provides a fantastic overview of Meta, Alphabet, WPP and the online advertising sector. Get more information on the  Hargreaves Lansdown website here. We look at the external economic factors driving advertising spend in the third quarter and how earnings could play during...

The UK Investor Magazine is joined by Alan Green for a broad discussion around key market themes and a number of UK equities. We start with a look at Rishi Sunak’s early moves as Prime Minister. He has moved to unify his party and made early progress in increasing confidence in UK assets. We look at what the future holds for him. Barclays have enjoyed the benefits of higher interest rates and incr...