UK Investor Magazine cover image

UK Investor Magazine

Latest episodes

undefined
Jul 27, 2022 • 14min

Investing in Farmland with Landex

We were thrilled to be joined by LandEx CEO Kamel Belkadhi to explore the investing in Farmland and their Landex investment platform providing investors with access to a range of Farmland options.Farmland provides a sustainable investment opportunity with a high yield and diversifies a portfolio away from traditional stocks and bonds.LandEx CEO Kamel Belkadhi outlines how their platform works and the benefits for investors. We also discuss their upcoming round on Seedrs which can be found here.Download Landex Apple App HereDownload Landex Android App Here Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 26, 2022 • 26min

Vietnam, inflation, and future economic expansion with Vietnam Holding’s Craig Martin

The UK Investor Magazine was delighted to be joined Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust.Craig provides a comprehensive update on the Vietnam Holding portfolio and the factors driving performance in 2022 including inflation, interest rates, and the dynamics of Vietnam’s retail investors. We highlighted the difference between Vietnam’s energy mix and those facing social unrest such as Sri Lanka and Pakistan. Vietnam produces a lot of its own food so has been able to avoid much of the negativity associated with rising food prices and inflation.We finish by looking forward to the rest of 2022 and what it holds for Vietnam Holding.Find out more on the Vietnam Holding website here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 21, 2022 • 16min

Creating value from university technology with Tekcapital’s Cliff Gross

We were thrilled to welcome Dr Clifford Gross, CEO at Tekcapital, to the Podcast for an overview of Tekcapital and their portfolio companies.Tekcapital has an extensive scientific network that helps identify and validate university technologies with large addressable markets.We discuss each of Tekcapital’s portfolio companies and look at the potential exit strategy for each.View Tekcapital's recent investor presentation here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 20, 2022 • 31min

Improving Sentiment, Royal Mail, and Copper with Alan Green

Alan Green joins the Podcast for an in-depth discussion around the current market conditions and a selection of UK equities.We break down the current market dynamics and question whether we have seen a bottom in markets as investor sentiment improves.Royal Mail has changed their name after a torrid period of trading and a rather challenging outlook. Pressures from unions and falling volumes create a potentially toxic cocktail for the company and this has been reflected in the share price. Poolbeg Pharma have announced a bug step forward in their flagship project in the commencement of a trial for POLB 001, a strain agnostic, small molecule immunomodulator. GreenX Metals is creating a portfolio of metals with applications in clean technology. Their shares popped higher today as they begin a field program at their copper project in Greenland. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 13, 2022 • 29min

UK GDP, Wetherspoons, and Mode with Alan Green

Alan Green joins the UK Investor Magazine Podcast for our weekly instalment of markets and UK equities. UK GDP rose 0.5% in May dispelling fears about an impending recession, for now. The impact of bank holidays and a boost in travel spending drove the boost, despite ongoing fears of a cost of living crisis.We look at the current playbook for inflation and a potential snap back in markets.However, the boost in economic activity was missed by Wetherspoon that suffered a contraction in sales, albeit an improvement on prior quarters declines. The demographics of the Wetherspoon customer may be to blame as their core ale sales suffer while spirits grew.Bitcoin app Mode has had a torrid year during the crypto crash and we discuss recent activity at the activity. Revenue nearly tripled in 2021 but increases in their expenses meant continued cash burn.Golden Metal Resources is set for a spin out from Power Metal Resources and help crystalise valuation creation by the parent company. We outline the Golden Metal Resources portfolio and progress of the IPO.Watch the Power Metal Resources investor presentation here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jul 8, 2022 • 20min

Alien Metals Q&A with Bill Brodie Good

The UK Investor Magazine was delighted to once again welcome Bill back to the Podcast following our Summer Investor Evening last week.Due to time constraints we weren’t able to deliver all of the questions from our online audience so Bill kindly joined us to address some great points from investors.Watch the full investor presentation here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jun 29, 2022 • 34min

Moonpig, B&M European, and Oil with Alan Green

Alan Green joins the Podcast as delve into Uk equites and the major factors moving markets. The Podcast is recorded with a backdrop of falling equites and we focus on a supporting factor for the FTSE 100 in oil. There is a lack of capacity at OPEC producers meaning there isn’t the option for increasing supply to help keep a lid on prices. We look at what this means for UK investors, as well as UK households. We run through B&M’s latest trading statement and how they could benefit from an economic downturn. B&M have opened new stores which bodes well for future revenue growth.Moonpig posted a huge jump in profits for the last year and we drill down into the figures and the outlook for a UK tech success. We finish by summarises the recent developments at Tertiary Minerals and Botswana Diamonds. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jun 28, 2022 • 23min

The pathway to production and beyond with Alien Metals

The UK Investor Magazine team was delighted to welcome Bill Brodie Good, CEO at Alien Metals, to the Podcast ahead of our Summer Investor Evening this week. Register for your spot here.The Alien Metals CEO provides a comprehensive overview of the company and their key projects.Bill starts by detailing their Mexican and Australian jurisdictions and what attracts him to operations in the countries.We progress to Alien Metals’ individual projects. Alien Metals has a diverse portfolio of assets focused on PGMs, gold, silver, and iron ore. The Hancock iron ore has the potential to begin production next year which would provide significant cashflow to further grow Alien’s portfolio.Bill outlines Alien’s strategy and business model, and how they are navigating the challenges created by today’s markets.Bill Brodie Good will present at the UK Investor Magazine Summer Investor Evening. Register for your spot here. Hosted on Acast. See acast.com/privacy for more information.
undefined
Jun 23, 2022 • 24min

Uranium, IPOs and Mining Cyclicality with Power Metal Resources’ Paul Johnson

Paul Johnson, CEO at Power Metal Resources, joins the UK Investor Magazine Podcast for a broad discussion around Paul’s feelings on current market conditions and recent developments at Power Metals.Register for the UK Investor Magazine Summer Investor EveningWe start with an overview of the current macro picture and how Paul sees metal prices moving through 2022.Our next focus is the Power Metal spinout strategy and we look at some of the individual companies set for an IPO this year.We explore the most important factors in the decision-making process when selecting which assets would be held in the new entities, and those retained in-house by Power Metal Resources.Given the nature of their strategy, we ask Paul if investors should view Power Metal Resources as an investment company managing a portfolio of assets, or one that’s targeting long term production?We finish by asking Paul which one project, and one metal, excites him the most?Paul will be presenting at the UK Investor Magazine Summer Investor Evening 30th June. Register for the UK Investor Magazine Summer Investor Evening Hosted on Acast. See acast.com/privacy for more information.
undefined
Jun 22, 2022 • 31min

UK Inflation, Berkeley Group Holdings, and Vela Technologies with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and the global economic environment.We start by looking at the latest UK inflation data which jumped to a whopping 9.1% in May with predictions it will continue to rise through the summer. Our focus shifts to the market’s perception of this data and what it means for central bank action.With major central banks set for further interest rates hikes, there is a real risk of a recession both in the UK and US. However, there is plenty of room for easing after this which will be welcomed by the markets and could spark an equities rally. Berkeley Group Holdings shares stumbled in early trade after the Housebuilder said their margins were being squeezed by rising input prices and a lower mix of housing sales.We explore Coinsilium in a backdrop of crypto volatility and drill down into their blockchain operations.We finish with a rundown of Vela Technologies portfolio, especially a number of upcoming IPOs from their portfolio companies. Hosted on Acast. See acast.com/privacy for more information.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode