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UK Investor Magazine

Latest episodes

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Feb 23, 2022 • 33min

Barclays, Rio Tinto, and Rising Rates with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green as we explore UK equites and key market themes. We start by questioning the current narrative and if markets are underestimating the risk of rising rates as investor attention shifts to Eastern Europe. Rio Tino is one of two FTSE 100 companies reporting record profits on Wednesday as rising commodity prices saw earnings soar and gave the board confidence to hike the dividend, making Rio Tinto one of the FTSE 100’s top dividend payers.Barclays also reported record profits as the banking group enjoyed strong investment banking activity and the reversal of impairment charges. Income investors will be pleased Barclays is also raising their dividend. Mosman Oil and Gas recently released a dramatic increase in production figures and has updated the market of developments at exploration projects concerned with Helium resources. We cover the latest developments at Blencowe Resources which is working to supply the EV market.   Hosted on Acast. See acast.com/privacy for more information.
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Feb 16, 2022 • 29min

Greatland Gold, Geopolitics, and Technology Minerals with Alan Green

Alan Green joins the Podcast for our weekly instalment of UK equities and key market themes.As the Ukrainian-Russia crisis subsides, we look at whether the crisis was ever a real crisis and what it could mean for markets going forward.With rampant inflation and the uncertainty surrounding a Russian invasion providing what should be the perfect recipe for a flight to the safe haven of gold, we explore what has happened to the yellow metal and why it has barely moved over the past two years and gained only 4% in the past decade.Greatland Gold has discovered a world-class gold asset in the Haverion project but positive update after positive update has not been enough to see any sustained move in Greatland shares. Why look at what needs to happen to get the Greatland Gold share price moving. Technology Minerals has received a bullish 7p price target in a research note by Arden Partners. With shares trading at 3.7p, we dig into the business and their circular economy operations.Register for the UK Investor Magazine Metals & Mining Virtual Investor Conference: https://ukinvestormagazine.lpages.co/feb-mining-uk-investor-magazine-metals-mining-virtual-conference/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 11, 2022 • 17min

Investing for Income with Get Income's Kimmo Rytkonen

The UK Investor Magazine is joined by the founder of investment platform Get Income for a discussion around income investing and Get Income's Crowdfunding platform on Seedrs.Kimmo has extensive experience in FinTech and has been involved in successful exits in the sector. He's identified an opportunity for investing in loans and the income opportunities for investors who can invest from €10. Get Income have surpassed their target on Seedrs and are now in over funding. You can find out more information on the Seedrs website here: https://www.seedrs.com/income/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 9, 2022 • 31min

GlaxoSmithKline, UK house prices, and Sovereign Metals with Alan Green

Average UK house prices hit a record high of £276,759 in January according to data from Halifax. This is strong backdrop for Barratt Developments who updated the market with strong forward reservations and we discuss whether this will be enough to offset fears of a slowdown in the UK housing market.GlaxoSmithKline reported a 5% increase in revenue for the last year helped by strong pharmaceutical sales. As a FTSE 100 heavy weight, we delve into the numbers and the shares outlook. Sovereign Metals is the owner of a rare rutile asset that produces Titanium for a range of applications including white paint. The market is awaiting a further assessment of their assets which could make their current £100m market cap look very good value.BATM Advanced Communications is trading near year lows and we delve into their biomedical operations and explore potential value in the company. Hosted on Acast. See acast.com/privacy for more information.
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Feb 3, 2022 • 29min

Vodafone, takeovers, and Amur Minerals with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and the most pressing themes in global markets. The FTSE 100 has quickly recovered losses caused by Ukraine tensions and interest rate concerns to trade within touching distance of pre-pandemic highs. We look at Vodafone and their Q3 earnings which saw a 4.3% increase in revenue, and also explore speculation around a potential takeover of Three by Vodafone.With a number of high profile M&A deals bubbling away, we review the latest from the potential acquisition of GSK’s consumer business by Unilever, and the $69 billion takeover of Activision by Microsoft. Amur Minerals shares surged last week on press speculation around the takeover of their assets which could value them at £100 million. We take a look at their wholly-owned subsidiary, Irosta Trading Limited, which is the subject of the speculation. Irosta Trading Limited owns the Copper Sulfide Kun-Manie Project and the attractiveness of the asset given the soaring demand for battery metals.Staying with the theme of battery metals, we discuss the latest from Cadence Minerals and their portfolio of Lithium assets. Cadence Minerals will present at the UK Investor Magazine Metals & Mining Conference. Hosted on Acast. See acast.com/privacy for more information.
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Jan 27, 2022 • 17min

Hotel investment with AGO Hotels' Viv Watts

The UK Investor Magazine Podcast is joined by Viv Watts, the founder of hotel investment company AGO Hotels.AGO Hotels provide investment services to funds and individuals seeking real estate investments in the hotel sector. We discuss how the pandemic has impacted sector and how the industry is recovering. Viv explains the dynamics of investing in hotels and the difference between other forms of commercial property. Find out more here: https://www.agohotels.co.uk/ Hosted on Acast. See acast.com/privacy for more information.
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Jan 26, 2022 • 28min

Pets at Home, FTSE 100 outperformance, and Graphite mining with Alan Green

Alan Green joins the UK Investor Magazine Podcast for a discussion around global markets and UK equities.Global equity markets have had a rollercoaster of a week with fears over a Russian invasion of Ukraine and the impact of interest rates caused significant levels of volatility in markets. There is a clear division opening up in global markets with the FTSE 100 rising 1.5% year to date whilst the S&P 500 has shed 8.4% and the NASDAQ 13.5%.We look at what the composition of the FTSE 100 means, and if it could outperform US indices after years of underperformance in 2022. FTSE 250 Pets at Home rose 4.5% after the group released 8.7% increase in like-for-like sales and said profit was going to exceed prior expectations. We also look at the latest developments at Blencowe Resources, Echo Energy and Tertiary Minerals.Blencowe Resources operate the Orom-Cross Graphite Project in Uganda and have recently updated the market with a works programme.  Hosted on Acast. See acast.com/privacy for more information.
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Jan 19, 2022 • 28min

Burberry, the Metaverse, and UK Inflation with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green to jump into this week's key markets themes and the UK equities grabbing the attention of investors.We start by looking at the Microsoft takeover of Activision and what the biggest cash takeover of the pandemic means for the Metaverse.UK inflation has jumped to 5.4%, the highest levels in 30 years. There is consideration paid to what this means for uk investors that focus on London-listed shares and the sectors that could benefit in an inflationary environment.Although Burberry noted rising prices in their recent update, their biggest issue was the lack of spending by tourists. Despite this dent in sales figures, the market seems to looking past the short term impact of COVID to a resumption of normal consumer behaviour.JD Wetherspoon was ravaged by the pandemic and the reduction in spending was still evident in the latest figures. With shares around 900p there could be a rebound as drinkers return to their bars.We also touch on Technology Minerals and the establishment of their operations in the Circular Economy. Hosted on Acast. See acast.com/privacy for more information.
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Jan 13, 2022 • 20min

Exploring the Ukrainian Tech sector with Parimatch Co-CEO Anna Motruk

The UK Investor Magazine Podcast is joined by the the Co-CEO and CFO of Tech company Partimatch, Anna Motruk.Parimatch has grown from a small startup to a multinational company that operates in 8 countries globally including the UK, Tanzania and Cyprus.Parimatch provides technology solutions to the gaming industry and has partnerships with Betvictor and a number of football clubs including Chelsea, Leicester and Juventus.Anna provides deep insight into the Ukrainian tech sector and the factors that have made it one of the fastest growing tech communities globally. Find out more about Parimatch here: https://parimatch.tech/ Hosted on Acast. See acast.com/privacy for more information.
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Jan 12, 2022 • 33min

Sainsbury's, Bidstack and US Tech Stocks with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around key market themes and a selection of UK equities.This Podcast explores Sainsbury's (LON:SBRY), JD Sports (LON:JD), Bidstack (LON:BIDS) and ECR Minerals (LON:ECR).Sainsbury's and JD Sports can be viewed as bellwethers of the UK's consumer and their festive updates provide an insight into consumer behaviour and propensity to spend.Sainsbury's enjoyed the fruits of their strategy to provide low cost lines in an effort to take on discount supermarkets, whilst still offering a significant range of branded goods. Having all if this under one roof proved a success for Sainsbury's and their festive update was well received by markets.JD Sports are seemingly immune to the strife elsewhere on the high street posting a respectable set of festive trading figures. We question where growth could come from in 2022. Bidstack have signed a commercial agreement that guarantees a minimum of $30 million advertising spend through their new partner. This will dramatically increase Bidstack's revenue in the coming periods and was immediately reflected in the Bidstack share price. However, it may have come too late for Bidstack to take a dominant position in the market given the level of competition in the market. We also briefly touch on the latest from ECR. Hosted on Acast. See acast.com/privacy for more information.

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