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UK Investor Magazine

Latest episodes

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Oct 26, 2022 • 30min

Barclays, Reckitt Benckiser, and Rishi Sunak with Alan Green

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 increased bond trading in the third quarter. However, the economic outlook is a cause for concerns and market sentiments echoed those of HSBC yesterday.Reckitt Benckiser shares fell as Q3 sales rose but volumes fell. We explore what the coming months could mean for the consumer company.We finish with the success of secondary placings in junior explorers Kavango Resources and Blencowe Resources. Hosted on Acast. See acast.com/privacy for more information.
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Oct 19, 2022 • 31min

ASOS, UK inflation, and Battery Metals with Alan Green

Alan Green joins the Podcast for our weekly instalment of markets and UK equities. Today, we focus on:ASOS (LON:ASC)ECR Minerals (LON:ECR)Technology Minerals (LON:TM1)We start by looking at the UK’s 10.1% inflation reading and what it could mean for the FTSE 100 in the short term. The FTSE 100 is trading in a tight range and we look at the potential scenarios that could lead to a breakout.ASOS shares rose after realising final results but the performance may not be as positive as today’s share price movement suggests. The company is struggling as the cost of living crisis takes hold and have had to seek credit lines.ECR Minerals updated the market on their progress at the Creswick Project having drill a number of holes finding gold grade up to 0.7m @ 47.75 g/t Au.Technology Minerals is driving forward with their plans to create a circular economy in battery metals with the proposed acquisition of Recyclus. Hosted on Acast. See acast.com/privacy for more information.
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Oct 17, 2022 • 25min

Investing in the resurgent UK watchmaking industry with the Marloe Watch Company

The UK Investor Magazine was delighted to welcome Oliver Goffe, the co-founder of the Marloe Watch Company, for a discussion around the UK’s watchmaking industry and how Marloe are targeting a revival in UK watch manufacturing. The Marloe Watch Company designs and assembles ‘refreshing, heirloom-quality’ watches here in the UK and are at the forefront of a resurgent UK watchmaking industry.Oliver describes a company that is as focused on the service they provide as the mechanical watches they design. Marloe are a community oriented watch designer and it is evident they want their customers to be involved in every step of their journey. We discuss how the company was established, the industry they operate in, Marloe’s future expansion, and how they plan to deliver shareholder value.Marloe are currently raising funds on Crowdcube and having already met their target, are now in overfunding. Get more information on Crowdcube here. Visit the Marloe Watch Company’s website to explore their range here. Hosted on Acast. See acast.com/privacy for more information.
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Oct 12, 2022 • 32min

Barratt Developments, the UK Economy, and Brazilian Iron Ore with Alan Green

Alan Green joins the UK Investor Magazine Podcast to discuss the latest instalment of UK economy news and three UK equities.Companies covered:Barratt Developments (LON:BDEV)Cadence Minerals (LON:KDNC)Dekel Agri-Vision (LON:DKL)Barratt Developments shares fell over 7% on Wednesday morning after the housebuilder released a gloomy outlook for the rest of the year. We discuss their results and the overall housing market. Cadence Minerals' flagship Amapa iron ore project in Brazilian is making progress and moving towards production. Alan updates on their latest developments and key fundamentals. We finish with a look at African palm oil producer Dekel Agri-Vision. Hosted on Acast. See acast.com/privacy for more information.
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Oct 5, 2022 • 30min

Tesco, First Class Metals, and Deltic Energy with Alan Green

Alan Green joins the UK Investor Magazine Podcast for discussion around key market themes and a number of UK equities.We look at the FTSE 100 and the dynamics driving trade as markets access the progress of the UK government. Tesco reported interims this morning and provided an insight into the health of the UK consumer and the battle between the traditional top 4 supermarkets and the discounters. First Class Metals floated this year at 10p and now trade just beneath 15p following a raft of positives updates and corporate developments. As a shareholder, Alan outlines the company’s investment proposition. UK Natural Gas has won the spotlight during the energy crisis and Deltic Energy have the potential to add to the UK’s supply if their exploration joint venture with Shell proves successful. Hosted on Acast. See acast.com/privacy for more information.
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Sep 28, 2022 • 33min

Lloyds, Taylor Wimpey, and the UK Economy with Alan Green

Alan Green joins the UK Investor Magazine Podcast for a deep dive into the recent market volatility and we focus on a number of UK equities, including Lloyds shares.We discuss:Taylor Wimpey (LON:TW.)Lloyds (LON:LLOY)Blencowe Resources (LON:BRES)Warpaint London (LON:W7L)The UK government’s mini-budget has unleashed a wave of volatility in markets and today we address two key questions; are we set on a path of economic self harm, and is it too early to start stepping back into markets?We focus on two UK-focused FTSE 100 stocks in Taylor Wimpey and Lloyds. The UK housing market is under pressure and our questions target the impact on housebuilders. With a Lloyds share price of 41.2p we question whether now is a good time to step into Lloyds shares. We finish by looking at Blencowe Resources graphite assets and provide an overview of Warpaint London. Hosted on Acast. See acast.com/privacy for more information.
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Sep 23, 2022 • 11min

Investing in European Farmland with Landex

The UK Investor Magazine Podcast was joined by Kamel Belkadhi, the CEO at Landex. Landex is an investment platform that provides exposure to the asset class of farmland.We discuss the benefits of farmland compared to property and commercial opportunities. Kamel outlines the dynamics of farmland investment and the yields available to investors. Landex are currently raising funds on Seedrs and have already surpassed their €100,000 target. Find out more about their crowdfunding campaign on Seedrs.Visit the Landex website here. Hosted on Acast. See acast.com/privacy for more information.
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Sep 14, 2022 • 38min

Redrow, CleanTech Lithium, and Bidstack with Alan Green

In this Podcast we discuss:Redrow (LON:RDW)Bidstacks (LON:BIDS)CleanTech Lithium (LON:CTL)Evrima (LON:EVA)Register for the UK Investor Magazine Virtual Investor Conference 27th September here. Alan Green joins the Podcast for a deep dive into UK equities and global markets. We start by looking and the most recent instalments of inflation data from the US and UK.In both circumstances CPI inflation fell from the prior month’s reading with the US falling to 8.3% and the UK dipping to 9.9%. However, the US reading of 8.3% was above estimates of 8.1% and at odds with the market’s pricing of equities in the run up to the announcement. US stocks posted the biggest declines since 2020 yesterday and we explore the potential playbook for investors going forward.Redrow is a company particularly exposed higher interest rates and the cost of living crisis but has still managed to produce to 10% revenue increase in 2021. We look at how their shares could perform in the coming weeks and months.Bidstack recently posted £2m profit for the first half, a dramatic increase from the same period a year prior. Given the huge potential for the company, we explore how Bidstack provide shareholder value in the future.CleanTech Lithium released a resource upgrade yesterday and we drill down into the numbers and what investors can expect in the near future.We finish by dissecting Evrima’s portfolio and the discount of their mining investments compared to the current share price. Hosted on Acast. See acast.com/privacy for more information.
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Sep 13, 2022 • 23min

Ukrainian Tech Sector & Anti-War Hackathon with Alexandra Govorukha

The UK Investor Magazine was thrilled to be joined by Alexandra Govorukha, Head of Global Affairs at Sigma Software, to discuss the Ukrainian tech sector and an upcoming ‘Hack for Peace’ Hackathon.Alexandra is the driving force behind Hack for Peace, a Hackathon designed to develop anti-war tech solutions across five European countries; the UK, Ukraine, Poland, Portugal and Sweden. Find out more about the ‘Hack for Peace’ HackathonThe Hackathon was a response to the unprovoked aggression by Russia on Ukraine and is setting about creating solutions to help the problems caused by the war. We discuss in detail how the Ukrainian tech sector has adapted to the war by utilising remote working and even providing services for clients from bomb shelters. Alexandra explains the assistance the sector is giving to the defence of Ukraine with the prepayment of taxes and developing cyber security solutions. We finish by looking forward to Websummit and the Ukrainian Pavilion which will showcase the best of the Ukrainian tech sector in Lisbon in November. Hosted on Acast. See acast.com/privacy for more information.
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Sep 9, 2022 • 21min

Expanding Gold Production in West Africa with Thor Explorations

We were thrilled to welcome Segun Lawson, CEO of West African Gold producer Thor Explorations, to the Podcast for an in-depth look at their recent earnings release and future plans.Thor Explorations has successfully established the first and only commercial gold mine in Nigeria and began production at the Segilola Gold Mine in the past 12 months.Their previously guided on 85,000-100,000 ounces of production per year and have now narrowed this to 90,000-100,000 following strong performance at the mine.Segun outlines what investors can expect from Thor in the future, including the expansion of the Segilola mine, and how Thor are targeting shareholder value creation. With a market cap of circa £100m and a net profit of $6m in the first half, the expansion of the mine or an uptick in gold prices could soon make shares look very good value.Visit Thor Explorations website for more information. Hosted on Acast. See acast.com/privacy for more information.

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