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UK Investor Magazine

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Sep 2, 2022 • 28min

Establishing World-Class Assets and Utilising Direct Lithium Extraction with CleanTech Lithium

We were delighted to be joined by Dr Aldo Boitano, CEO of CleanTech Lithium, for a deep dive into lithium markets and CleanTech’s operations in Chile.Register to hear from CleanTech Lithium at the UK Investor Magazine Virtual Conference 27th September CleanTech Lithium are developing three assets within the ‘Lithium Triangle’ in Chile and are targeting first production by 2024/25. The Lithium Triangle of Chile, Bolivia and Argentina is thought to hold some 50 million tonnes of lithium and CleanTech are setting about increasing this with additional resources from their lithium brine projects.CleanTech will employ Direct Lithium Extraction (DLE) techniques across their portfolio. Dr Boitano provides a fascinating overview of DLE efficiencies and the ESG characteristics of DLE lithium production methods. Aldo breaks down CleanTech Lithium’s portfolio and what investors can expect on the journey to first production. Register to field questions to CleanTech Lithium at the UK Investor Magazine Virtual Conference 27th September Hosted on Acast. See acast.com/privacy for more information.
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Sep 1, 2022 • 31min

Exploring the FTSE 100’s Top Dividend Payers with Alan Green

Alan Green joins the Podcast as we discuss the FTSE 100’s top dividend payers by yield and explore the possibility of these yields being maintained.In times of volatility, investors seek yield to mitigate any potential loss of capital appreciation. However, historical yields of the FTSE 100’s top yielding companies may not be a reliable indication of future yields investors receive.We look at Persimmon, Rio Tinto and M&G Investments and how their future dividend distributions could be impacted. We explore the earning outlook for each company and how their dividend policies may alter yields.Our focus leans towards macro influences such as demand of natural resource during ongoing China lockdowns and how the UK housing market will dictate Persimmon dividends.We finish by looking at Smart Metering Systems (LON:SMS) and the defensive nature of their stock operating in a fast growing market. Hosted on Acast. See acast.com/privacy for more information.
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Aug 24, 2022 • 35min

Cineworld, Tekcapital, and Greatland Gold with Alan Green

Alan Green joins the Podcast as we delve into a selection of UK equities and key market themes. We start by looking at the options available to central banks and governments to tackle to growing cost of living crisis and soaring inflation, and how market perceptions will drive price action in the short term.Cineworld is on the brink after being devastated by the pandemic and the slow return of cinema goers amid low levels of new blockbusters. They have recently announced they are considering Chapter 11 Bankruptcy and shares have plummeted, we explore the possible outcomes for the company.Tekcapital has recently completed the IPO of portfolio company Lucyd on the NASDAQ and Alan outlines the key elements of the transaction of how it has fared since. We conclude with an overview of the Tekcapital portfolio. The Greatland Gold share price has experienced sharp declines this year, despite a number of positive updates at the Havieron asset. We look at the most recent update on the Newcrest JV and how the saga could play out for investors. Hosted on Acast. See acast.com/privacy for more information.
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Aug 17, 2022 • 31min

Persimmon, UK Inflation, and Power Metal Resources with Alan Green

UK Inflation hit 10.1% in July as soaring energy and food prices dragged the headline inflation figure to the highest levels for 40 years. We discuss how inflation is taking its toll on households and whether the new UK Prime Minister can do anything to bring it under control, given UK inflation is among the highest of the G7.Persimmon results can be viewed as a comprehensive indicator of the health of the UK economy and we question what falling completions mean as average selling prices rise. We look at the Persimmon yield and how their cash generation can support this yield going forward.Power Metal Resources soared 45% yesterday after the announcement of favourable findings at their Molopo Farms Complex Project in Botswana. Alan outlines what investors can look forward to in the near future.We finish by exploring the offering AQUIS provides for investors and exciting growth companies following the announcement Hargreaves Lansdown would provide electronic trading for the APEX segment of the AQUIS Stock Exchange. Hosted on Acast. See acast.com/privacy for more information.
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Aug 12, 2022 • 15min

The UK Technology Sector with Bayes Entrepreneurship Fund

The UK Investor Magazine was delighted to welcome Helen Reynolds, Investment Director at Bayes Entrepreneurship Fund (BEF), a £10m venture capital fund.The Bayes Entrepreneurship Fund is based in the Bayes Business School, formerly known as Cass Business School, a top 5 UK business school. Bayes Entrepreneurship Fund provides early-stage investment for UK tech companies and has focus on revenue generating firms they feel have the opportunity for substantial future growth. We discuss recent successful investment into StaySafe an SaaS provider, BEF generated a 5.2 initial return on investment following a £24m acquisition deal.Helen provides her views on the UK tech sector and the key trends investors should look for in the coming year.Find out more about the Bayes Entrepreneurship Fund here. Hosted on Acast. See acast.com/privacy for more information.
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Aug 10, 2022 • 30min

TUI, OnTheBeach, and Vacation Vengeance with Alan Green

Alan Green joins the UK Investor Magazine for a seasonal Podcast focusing on the global travel industry and two UK-listed travel stocks.Supply chain issues have crippled the UK’s travel industry in busy periods this year and we make an attempt at extrapolating travel industry woes across the wider economy. We start with looking at TUI’s results and the impact of higher costs and their ongoing problems with high overheads. Our questions focus on their model and whether they are suited to increasingly digital holiday maker.OnTheBeach is one such digital travel company. We look forward to their next set of results and outline the key metrics investors should keep an eye on.We conclude with an update on ECR Minerals and the raft of recent updates from the explorer. Hosted on Acast. See acast.com/privacy for more information.
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Aug 10, 2022 • 29min

Impact of current market conditions on the future of VC with SuperSeed

The UK Investor Magazine was delighted to welcome SuperSeed VC to the Podcast for a comprehensive discussion around venture capital, key trends and the impact of any economic downturn on private tech companies. We were joined by SuperSeed Managing Partner, Mads Jensen, and Partner, Dan Bowyer. SuperSeed focus on revenue generating tech companies driven by strong founders. We explore what went wrong in many VC deals during the pandemic and how SuperSeed avoided them. Mads highlights the importance of positive cashflows during leaner times and points to the favourable VC valuations achievable during economic downturns. We do, however, touch on the economic conditions and slight improvements that mean we could be moving towards the beginning of the end of economic strife. This raises the question of a lag in public in private markets and we talk to how investors can navigate this.Mads and Dan explore the key attributes they look for in companies as well as the key tech trends they are monitoring. Find out more about about SuperSeed on their website here.Explore SuperSeed’s partnership with Seedrs here. Hosted on Acast. See acast.com/privacy for more information.
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Aug 4, 2022 • 25min

Two UK Growth Companies with Hybridan's Research Team

The UK investor Magazine was delighted to welcome Sacha Morris and Niall Pearson of Hybridan, the London-based small cap brokers.We start by looking at Rural Broadband Solutions and the roll out of their high-speed broadband connectivity to rural areas. Sacha outlines their UK expansion strategy which will see them establish networks across the UK, having already provided services across Shropshire and Wales.Niall provides a comprehensive overview of DSX International and their NHS accredited digital health care solutions. We breakdown each of DXS’s services in ExpertCare, MyVytalCare and CompleteCare. DXS have undergone a number of pilots with the NHS and we look forward to their next set of results for a gauge of the traction across the Uk healthcare system. Hosted on Acast. See acast.com/privacy for more information.
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Aug 3, 2022 • 31min

Taylor Wimpey, Tekcapital, and a Bear Market Rally with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green as we delve into this market’s key themes and a selection of UK equities.We start by exploring the current rally in equities and whether it is a bear market rally, or something that can be sustained. Markets welcomed the recent instalment from the Fed which sparked a rally, sending the S&P 500 up 10% from the lows and the NASDAQ up 16%.UK house prices rose 11% year-on-year in July as the housing market shrugged off cost-of-living crisis concerns. However, the Nationwide Chief Economist pointed to signs of a softening which hit housebuilding shares heavily yesterday. Today, Taylor Wimpey shares bounced back following a strong first half update. We look at their results and outlook for the second half of the year.Tekcapital released half year results last week following their presentation at the UK Investor Magazine Investor presentation in July. The company is to IPO a number of their portfolio companies in the coming months which could increase their portfolios NAV.We cover the latest update by Kavango Resources on their activities in the Kalahari Copper Belt. Hosted on Acast. See acast.com/privacy for more information.
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Jul 27, 2022 • 33min

Lloyds, Rio Tinto and the European Earnings Season with Alan Green

We record this Podcast in the midst of earnings season with updates from blue chips companies flooding in from Europe as well as across the pond.The earnings picture has been mixed, but notably better than investor sentiment would suggest. We discuss upcoming rate hikes from the Fed and market positioning ahead of their decision tonight. In the current earnings season, US companies have consistently beaten on revenue but there have been misses on profitability. We focus on Lloyds and Rio Tinto who both provide attractive dividends, but are being impacted in different ways but the current macro environment.We finish by providing updates on two junior resource companies in Power Metal Resources and GreenX.Visit the UK Investor Magazine Video section here.  Hosted on Acast. See acast.com/privacy for more information.

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