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UK Investor Magazine

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Jun 21, 2022 • 22min

Bitcoin, Ethereum, and the Crypto Outlook with Frederick & Oliver

We were thrilled to welcome to Marc Kimsey, Senior Trader at Frederick & Oliver, to delve into the crypto markets and the Bitcoin and Ethereum outlook.A period of severe volatility in cryptocurrencies has seen Bitcoin retrace nearly 80% from its all time high, which has been a key level of support historically. This level sits around $14,000 while Bitcoin traded briefly beneath $18,000 over the weekend. As Bitcoin rebounds above $21,000 at the time of recording, Marc explores both the bear and bull case for cryptocurrencies. We look at Bitcoin’s growing financial infrastructure and the potential for a disorderly market caused by forced selling. We finish by looking at Frederick & Oliver’s Bitcoin and Ethereum trading offering for professional clients.Download Frederick & Oliver’s Bitcoin & Ethereum Report Hosted on Acast. See acast.com/privacy for more information.
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Jun 15, 2022 • 32min

Equities outlook, Whitbread, and Kavango Resources with Alan Green

Alan Green joins the UK Investor Magazine as we delve into the recent market volatility and explore the outlook for equity markets. We start by looking at upcoming central bank action with the Federal Reserve and Bank of England poised to hike rates in the coming hours and days. Market expectations point to a 75 bps jump in US rates as the Federal Reserve meets this evening. Our focus shifts to the market perceptions of the tightening cycle and whether investors will take confidence from a ‘managed’ recession caused by rising rates, but allows for plenty of future easing with rates around 2%.Whitbread have been a major beneficiary of the economic reopening and enjoyed a 300% year-on-year increase in sales, helping shares rise 5% on the day.Kavango Resources is developing a series of projects in Botswana including the Kalahari Copper Belt and Ditau Camp project. We look at their recent updates and relationship with Power Metal Resources who are set to present at the UK Investor Magazine Summer Investor Evening 30th June.Register for the UK Investor Magazine Summer Investor Evening hereSovereign Metals are preparing to release an updated scoping study and we recap the key milestones to date and the significance of their Kasiya Titanium Rutile & Graphite project in Malawi. Hosted on Acast. See acast.com/privacy for more information.
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May 24, 2022 • 18min

Titanium Rutile, Graphite and EVs with Sovereign Metals

We were thrilled to welcome Sapan Ghai, Chief Commercial Officer of Sovereign Metals, to the Podcast. Sapan joined us earlier in the year to introduce Sovereign Metals, since then the company has released a raft of significant news that has been transformational for the company.We start by discussing Sovereign’s key developments including the recent mineral resource estimate that confirmed Sovereign’s Kasiya resource in Malawi is the largest Titanium Rutile deposit in the world with some 1.8 billion tonnes.Sovereign Metal’s graphite resource shouldn’t be under estimated and we talk about applications for graphite flake and the importance of in the electric vehicle revolution. We finish with looking forward to what the rest of 2022, and beyond, holds for Sovereign Metals.For more information on Sovereign Metals, please watch their presentation at the UK Investor Magazine Metals & Mining Conference earlier this year. Hosted on Acast. See acast.com/privacy for more information.
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May 19, 2022 • 26min

Crossword Cybersecurity and Physiomics with Hybridan

The UK Investor Magazine Podcast was thrilled to welcome members of the Hybridan team Niall Pearson, Head of Corporate Broking & Sales, and Derren Nathan, Head of Research.In this episode, we focus on Crossword Cybersecurity and Physiomics.Crossword Cybersecurity has a portfolio of five cyber security products and earns significant revenue from consulting activities. Niall outlines their product mix and how this provides synergies across the portfolio. Crossword has made acquisitions recently and question whether will growth be M&A driven, or will we see organic growth from the current portfolio?Physiomics is leading oncology consultancy using proprietary Virtual TumourTM technology to provide personalised oncology treatments. Their technology enables treatments suited to each individual by mapping tumour growth and adjusting treatments accordingly. Physiomics sees record contract revenue in the six months to June with significant contracts wins demonstrating the stability of their treatments. Hosted on Acast. See acast.com/privacy for more information.
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May 18, 2022 • 30min

Stagflation, Burberry and Open Orphan with Alan Green

The UK Investor Magazine is joined by Alan Green for a rundown of key market themes and UK equities. We start by looking at Stagflation at the implications for the UK economy and markets. Stagflation is a period of rising inflation, economic contraction, and rising unemployment. The UK satisfies the first two of these, however, unemployment remains robust. We look at whether rising inflation will soon hit jobs activity and what it could mean for equities.We also discuss the relationship between the FTSE 100 and US indices and how this may develop if we see recession in the US.Burberry has posted a respectable set of results and is proving a possible choice for income investors. Margins have improved with sales as the luxury brand jumps back from COVID.Open Orphan’s valuation is worth attention. One could argue the current market cap doesn’t pay justice to their revenue growth and forecast profitability.We update on the latest from Tertiary Minerals and their portfolio of assets including a selection in Nevada and Nambia. Hosted on Acast. See acast.com/privacy for more information.
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May 11, 2022 • 29min

ITV, Compass Group and Vela Technologies with Alan Green

Alan Green joins the Podcast for our weekly instalment of UK equities and the key market themes driving investor returns.In this period of equity volatility we question whether now is the time to be buying the dips, or selling the highs. This of course is a short-term trading strategy but can benefit longer-term investors with entry points.ITV has produced a sold set of results which saw all business units enjoy an increase in revenue with the ITV Studios business posting a 23% jump in revenue in Q1.Compass Group unveiled at £500m buy back sending shares 8% higher on Wednesday after it said the reopening of sporting venues and trends in catering outsourcing boosted sales. We look at their valuation and whether a lot of the good news is already priced.Vela Technologies is an investment company with a portfolio of listed and unlisted technology shares. Holdings include Mode and WeShop and is awaiting a number of liquidity events in their unlisted holdings that could provide a catalyst for a re-rating of the shares. Vela is currently trading at a deep discount to the NAV of their holdings. Hosted on Acast. See acast.com/privacy for more information.
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May 4, 2022 • 30min

Aston Martin, Wetherspoons, and Vast Resources with Alan Green

Alan Green joins the UK Investor Magazine Podcast for a broad discussion around UK equities and key market themes.We look at FTSE 100 outperformance vs US peers and how commodities shares have supported London’s leading index during a period of sharp declines in US tech stocksAston Martin have soared on a positive update and we look the merits of AML shares trading just below 1,000p.Wetherspoons could offer opportunity during times of economic downturn and with shares way of 52-week highs and steady sales, the stock may be worth a look. Vast Resources has produced a remarkable gain over the past week and we breakdown the reason for the move, and if it has further to go.  Hosted on Acast. See acast.com/privacy for more information.
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Apr 29, 2022 • 22min

Building the UK’s leading growth company exchange with AQUIS

The UK Investor Magazine Podcast was delighted to welcome Alasdair Haynes, CEO of the AQUIS Exchange, for a broad conversation around providing growth capital for UK companies and improving outcomes for investors.The AQUIS Stock Exchange is setting about improving the listing experience for both companies and investors, while broadening the scope for high-quality UK growth companies to raise capital.Alasdair outlines how AQUIS is providing both private and institutional investors with the opportunity to invest in exciting growth companies that may have previously only been accessible to a small pool of private equity investors. We explore how AQUIS is making it easier for companies to list on their exchange, including heavily reduced costs compared to AIM, the removal of red tape and increasing liquidity.For further information on the AQUIS Exchange and the companies listed on the exchange, please visit their website here. Hosted on Acast. See acast.com/privacy for more information.
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Apr 27, 2022 • 33min

Lloyds, GlaxoSmithKline, and two IPOs with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green to focus on Lloyds shares, GSK and two London IPOs.Lloyds released its quarterly trading update which alluded to a slowdown in profit from Q4 2021. We discuss their dividend and what it will take for the Lloyds share price to break through 50p and back up towards 70p. With Net Income dipping from Q4 2021, there is also consideration paid to the impact of actions at the Bank of England to Lloyds shares in 2022.Despite cutting their full year dividend by 35%, GlaxoSmithKline produced a bumper 32% increase in sales in Q1 2021. Given the strong revenue growth, high valuation and reduced dividend, we question whether GSK is now a value, growth or income stock.We also look at two upcoming London IPOs in Lift Global Ventures and SpectrumX.Lloyds (LON:LLOY), GlaxoSmithKline (LON:GSK) and Lift Global Ventures (LON:LFT). Hosted on Acast. See acast.com/privacy for more information.
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Apr 21, 2022 • 41min

Investing in the future of energy storage with RheEnergise

The UK Investor Magazine Podcast was thrilled to welcome Stephen Crosher, CEO and Co-Founder of RheEnergise, for an exploration of hydro energy storage and RheEnergise’s innovative high-density solutions.According to Stephen, 95% of the world’s power storage is facilitated by Pumped Hydro Storage, compared to just 2.5% storage using batteries. RheEnergise is setting about the development of a low-cost and globally scalable solution which will provide power storage solutions in a far shorter time-frame than alternatives.We discuss the benefits and practicalities of hydro energy storage compared to batteries including how EVs will dominate lithium consumption, piling pressure on other forms of power storage. Stephen provides fascinating insights on the global clean energy market including European government policy and possible scenarios for meeting climate change targets.Find out more on the RheEnergise website and their crowdfunding page on Crowdcube. Hosted on Acast. See acast.com/privacy for more information.

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