UK Investor Magazine

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.