UK Investor Magazine

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 has completed the sale of their stake in the Yangibana Rare Earths project to Hastings. Cadence Minerals will receive 2.45 million shares of Hastings in return.We finish by discussing the latest updates at hVIVO. Hosted on Acast. See acast.com/privacy for more information.

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 validation Guident’s technology received from key industry players. Harald provides a comprehensive overview of Guident’s autonomous vehicle technology and details their applications. We finish with a exploration of the roadmap to a world with widespread use of autonomous vehicles and how Guident will be a part of this journey. Visit Guident’s website for more information. Guident is a Tekcapital portfolio company, visit the Tekcapital website here. Hosted on Acast. See acast.com/privacy for more information.

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 economic expansion over the past 20 years. We run through this morning’s update as China reopens. Argo Blockchain have secured financing to avoid a worst case scenario in the short term, we look at whether the recent jump in Argo shares is a dead cat bounce, or can be sustained. We finish by looking at AB Dynamics. Hosted on Acast. See acast.com/privacy for more information.

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 2023Marc also highlights the biggest mistake he sees investors and traders making, before outlining his ‘Mars Bar’ stocks. Hosted on Acast. See acast.com/privacy for more information.

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 continue to be a thorn in the side of their market.Barratt Developments shares suffered dearly in 2022 as markets priced in lower UK housing prices. We run through their update and question whether a 6-9% reduction in average UK house prices is priced into the FTSE 100’s housebuilders.We conclude with a look at Blencowe Resources and Deltic Energy. Hosted on Acast. See acast.com/privacy for more information.

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 technical findings and explains the significance of a PFS in the journey towards production and cashflows for the mine. We explore the valuation of Cadence Minerals' portfolio and the disconnect between current market pricing and value of their assets. Kiran shares his views on metal prices and the current macro environment. In addition to Amapa, Cadence Minerals has a substantial portfolio of critical mineral assets including rare earths and lithium. Kiran provides insight into the Evergreen lithium project and what investors can look forward to in 2023. We also explore the Sonora lithium project and their Hastings rare earth assets.For more information, please visit the Cadence Mineral’s website. Hosted on Acast. See acast.com/privacy for more information.

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)First Class Metals (LON:FCM)GreenX Metal (LON:GRX)Kavango (LON:KAV)More Acquisitions (LON:TMOR)China Nonferrous Gold (LON:CNG)Harland & Wolff (LON:HARL)Technology Minerals (LON:TM1)We wish our listeners a prosperous new year. Hosted on Acast. See acast.com/privacy for more information.

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-and-play processing units to customers to produce pellet feedstock.The company is currently raising funds on Crowdcube. Hosted on Acast. See acast.com/privacy for more information.

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 additional resource upgrades and production capacity.TRX Gold has achieve a low cash cost of $665 and is funding additional exploration through production cashflows. Watch TRX Gold’s recent investor presentation here. Hosted on Acast. See acast.com/privacy for more information.

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 Resources Virtual Investor Presentation here Hosted on Acast. See acast.com/privacy for more information.