UK Investor Magazine

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.

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 attributes. We run through their offering and outlook for shares.With finish with an update on Sovereign Metals and their titanium rutile and graphite project in Malawi. Hosted on Acast. See acast.com/privacy for more information.

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 Holding team reacted to this volatility and highlights specific sectors and companies they took the opportunity to add to the portfolio. We discuss China and how Vietnam is benefiting from events over their northern border. Find out more about Vietnam Holding on their website here. Hosted on Acast. See acast.com/privacy for more information.

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 insight Jonathan provided into the UK’s energy ecosystem.In this Podcast we delve deeper into the regulatory environment and what recent changes mean for power generation assets and TENT’s portfolio. Jonathan provides an overview of the TENT portfolio and his favourite assets. Jonathan also highlights technologies such as battery storage and green hydrogen as major opportunities for investors in the coming years. Watch Triple Point Energy Transition’s presentation at the UK Investor Magazine Virtual Conference here. Hosted on Acast. See acast.com/privacy for more information.