The UK Investor Magazine was delighted to welcome Adam Davidson, the CEO of Trident Royalties, to the Podcast for a deep dive into rising metals prices and mining royalties. Trident Royalties is a London-listed mining royalties company with a portfolio consisting of over 20 royalties spanning a range of metals including gold, lithium and iron ore. Having raised £16 million at 20p through its listing on London’s AIM, Trident Royalties shares are now trading at a whisker under 50p. Adam describes in detail what a mining royalty is, and how mining royalties are driving value creation for Trident Royalties shareholders. There is particular attention paid to benefits of investing in a mining royalty company compared to a junior miner engaged in exploration and production operations.Indeed, Adam says investors could view mining royalty companies such as Trident Royalties as an option to fill the gap between junior explorers and the world’s largest diversified miners.For more information on Trident Royalties, please visit here website here, or view their latest presentation at the UK Investor Magazine Virtual Metals and Mining Conference. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome, Cadence Minerals CEO, Kiran Morzaria, to the podcast for a deep dive into Lithium, Electric Vehicles and Cadence Minerals.We drill down into the Lithium market and where Cadence Minerals sits on the global stage.Kiran provides deep insight into the global lithium market as we explore the upcoming supply deficit set to take hold from 2025. With prices Lithium soaring, we look at the longer term projections and the dynamics of Lithium spot prices.We analyse the current requirements of Electric Vehicle market and how companies like Cadence are working to meet these needs. Cadence has two Lithium projects Kiran presents in detail. We finish by touching on Cadence’s flagship Amapa Iron ore project and what investors can look forward to after Kiran’s recent trip to Brazil. Find out more about Cadence Minerals on their website and presentation at the UK Investor Magazine Metals and Mining Conference. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for our weekly rundown of global markets and equities.Equities are continuing to trade headline to headline as horrifying evidence of war crimes in Ukraine is met by further sanctions on Moscow. Market sentiment is also suffering from Federal Reserve rumblings around rate hikes this year.Elon Musk has taken a near 10% stake in Twitter, driving the social media’s stock higher on the announcement.We question whether this is the start of a period of dramatic change at Twitter that could see it take on tech heavy weights, or simply a passion investment for Musk.Sovereign Metals yesterday released a bumper upgrade to their Kasiya Titanium Rutile resource, making it the largest Titanium Rutile asset in the world. We look at what we can expect from the company going forward.Logistics Development Group has £131.9m in the bank which equates to 19p of cash per share. The current share price is 16p. We look at this massive disconnect and what it means for investors.  Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and key market themes.Polymetal is recovering from a near 90% decimation of their share price as the Ukraine conflict started. We look at today’s corporate update and what it could mean for the company, and the Polymetal share price.Gfinity is trading at 2.8x historical 12-month sales, after reporting £3.3m revenue for the most recent 6 month period. Comparing this valuation to peer Guild Esports suggests there is a potential discount in Gfinity.Cadence Minerals have secured the sale of a Lithium asset which will provide Cadence with roughly £3m. This doesn’t mark a move away from Lithium, rather a realignment of their portfolio. We also discuss SpectrumX who are currently preparing for an IPO in London.  Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was kindly joined by our good friend Alan Green for a rundown of the key markets themes and discussion around a number of UK equities. UK inflation has hit 6.2% and a cost of living crisis is in full swing with everyday items and fuels cost soaring. It is evident from the fallers on the FTSE 100 today there is some concern among investors in companies linked to the health of UK household finances. We questions whether this a knee-jerk reaction, or the pressure of these companies share prices could persist.There is consideration paid to two shares we feel could be ‘inflation winners’. We have picked out two companies that are set to outperform the market in a period of higher inflation in Rio Tinto and Metrobank. Bidstack has released a number of updates recently and we take a look at what this means for the company and access some of the strategic decisions made by the in-game native adverts provider. Register for upcoming UK Investor Magazine Event here. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was thrilled to welcome Helen Steers, senior manager of the FTSE 250 Investment Trust Pantheon International PLC, for an in-depth discussion of private equity and access for private investors. Pantheon International is specialist £1.7bn market cap private equity Investment Trust that has produced 12.2% annualised NAV growth since 1987.The fund focuses on private investments in technology and healthcare and has previously invested in companies including Spotify, Wayfair and OneSavings Bank. Helen discusses how retail investors are able to gain exposure the private equity market, which is typically reserved for large institutions, through Pantheon International. We also explore the biggest trends in private equity and how Pantheon International selects companies for inclusion in their portfolio. Find out more on the Pantheon International website here. Hosted on Acast. See acast.com/privacy for more information.

lan Green joins the UK Investor Magazine Podcast for a discussion of the key factors driving markets and a selection of UK equities. Global equities have surged as Ukraine-Russia negotiations provided a glimmer of hope there could be a ceasefire. Suggestions of stimulus in China also provided optimism in markets and we discuss whether this is short-lived spike or the start of a sustained period of lower volatility.Barclays is set to benefit from higher interest rates promised by centrals banks this year. We make valuation comparisons with their banking peers and access their outlook.Sovereign Metals has made an announcement relating to their Titanium Rutile project in Malawi and we look forward to a significant upgrade to their resources in 2022.Smart Metering Systems yields 4.6% and the renewables-focused power solutions company has just posted a respectable set of results including a near 20% increase in underlying profit-before-tax. Hosted on Acast. See acast.com/privacy for more information.

Sovereign Metals join the UK Investor Magazine Podcast to dicuss progress at their globally significant Titanium Rutile project in Malawi.Sovereign Metals controls Kasiya, the world's largest undeveloped Titanium Rutile resource and the excitement around this year's developments was palpable as we spoke to Sapan Ghai, Sovereign's Chief Commercial Officer. Rutile is a major source of titanium and is listed by the US and EU as a Critical Raw Material due to supply risk and economic importance. Rutile’s application as titanium feedstock is predominately used in paint pigments (58%), welding (31%), and Titanium Metals (11%). Natural Rutile is the purest of Titanium and attracts a significantly higher price per tonne than Ilmenite. Natural Rutile contains ~95% TiO2 compared to ~50% TiO2 found in Ilmenite. Processing Ilmenite still doesn’t achieve the TiO2 grade observed in Natural Rutile. Read Sovereign Metals signs premium rutile offtake agreement:https://ukinvestormagazine.co.uk/sovereign-metals-signs-premium-rutile-offtake-agreement/Watch: Sovereign Metals Investor Presentation February 2022https://ukinvestormagazine.co.uk/sovereign-metals-investor-presentation-february-2022/ Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a discussion on key market themes and a number of Uk equities.With the suspension of Nickle on the LME, our focus this week is commodities and the impact of sanctions of Russia.  Kavango Resources is a Botswana focused explorer with operation targeting the future production of copper and Nickel.We look at why the KAV share price has fallen despite sharp increases in underlying commodity prices. Greatland Gold has sprung back into life with a rise in the gold price and a strong set of resource and reserve updates. However, investors may be disappointed with the current Greatland Gold share price and we delve into what it going to take to shares back above 20p. Technology Minerals is a vertically integrated battery metals company that is looking forward to a bust 2022 with the establishment of recycling operations and mining exploration. We take a look at their latest market update.  Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green for a discussion of key market themes and UK equities.The human tragedy of the conflict in Ukrainian is the most important and saddening part of the crisis and our thoughts are with everyone impacted.We look at what the crisis means for market and companies listed in London.Persimmon reported a bumper set of result on Wednesday and saw shares jump 6%. The housebuilder has seen a 7% increase in sales to 14,500 homes and will be benefitting from record high house prices above £260,000 reported by Nationwide. Tertiary Minerals has a portfolio of mining assets across Nevada, Europe and Africa and we round up the latest developments at their projects.We also cover the drilling campaign at ECR Minerals and take a look forward to further updates in the coming weeks. Hosted on Acast. See acast.com/privacy for more information.