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UK Investor Magazine

Latest episodes

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Jul 26, 2021 • 28min

Mode PLC: Bitcoin and Open Banking with Jonathan Rowland

The UK Investor Magazine Podcast is joined by Jonathan Rowland, Chairman of Mode PLC.Mode PLC provides Bitcoin and Open Banking services to it's users and is a unique position here in the UK. Mode have recently partnered with The Hut Group (THG), one of largest e-commerce groups in the UK, for Mode payments integration meaning 30+ THG brands will display Mode as a payment option at their online checkout. Mode has also just launched their new payments solution in BETA so Mode app users will be able to utilise business payment solutions. From a regulatory perspective, Mode became the fifth company to achieve AMLD5 registration with the FCA and Jonathan discusses how this demonstrates the strength of their business. Hosted on Acast. See acast.com/privacy for more information.
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Jul 22, 2021 • 30min

Next shares, Zenova IPO and an African growth story with Alan Green

This week's UK Investor Magazine Podcast with Alan Green covers Next shares (LON:NXT), the Zenova Group (LON:ZED) IPO and an under appreciated African growth story in AirTel Africa (LON:AAF).The FTSE 100 has suffered bouts of volatility over the last week as COVID cases rise globally and concerns about inflation persist. We question whether we could see more meaningful downside in markets in the third quarter and look at the potential buying opportunities in such a circumstance.Next shares gave a boost to the FTSE 100 following a strong trading update that demonstrated the successful shift to online sales during the pandemic. With such bumper sales figures, it does raise the possibility it is simply a result of pent up demand that diminishes through the rest of 2021.We discuss Zenova Group - which popped higher on its IPO - and what the future holds for the innovative fire protection company. Finally there is attention paid to a very fairly priced African growth company that may have flown under the radar. Hosted on Acast. See acast.com/privacy for more information.
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Jul 20, 2021 • 32min

Litigation funding as an investment with Cormac Leech

The UK Investor Magazine Podcast is joined by Cormac Leech, founder of Litigation Funding platform AxiaFunder.AxiaFunder is the only investment platform available to UK investors to access the new asset class of Litigation Funding. AxiaFunder was established after Cormac's personal experience within litigation funding found that while there was a substantial market for litigation funding, there wasn't an available platform for high net worth and sophisticated investors. One of the standout attractions of litigation funding is the absence of correlation with the broad economic environment.Litigation, and the need to pursue litigation, is not largely impacted by economic growth in the same way traditional assets such as equities and bonds are. Find more information on the AxiaFunder website:https://www.axiafunder.com/Investing in offers promoted by AxiaFunder involves risks. Capital is at risk and projected returns are not guaranteed. Investors have a significant risk of losing all of their investment if the case fails. Investments promoted by AxiaFunder are not listed or traded on any recognised exchange. This means you will not be able to easily sell your investment if you need to get your money back quickly. Investments are not covered by the Financial Services Compensation Scheme (FSCS). The investments on this website are intended for Sophisticated and High Net Worth Investors as defined by the FCA. Hosted on Acast. See acast.com/privacy for more information.
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Jul 16, 2021 • 35min

Evolving trends in the investment trusts market with finnCap's Monica Tepes

The UK Investor Magazine Podcast is joined by Monica Tepes, Investment Companies Research Director at finnCap, to discuss the UK Investment Trust market.We cover key trends including top level themes such as ESG and Tech IT's then drill down into the sectors of particular interest to Monica. Investment Trusts have enjoyed the benefits of readily available investor funds for new issues and we explore those sectors impacted by the pandemic and how premiums and discounts have behaved as changes in restrictions drive investor sentiment.Investment Trust providing investors with exposure to technology companies have rode a wave of investor interest and we discuss a recent issue focusing on space in addition to those holding some of the UK's largest private tech companies. ESG fund attracted record inflows in 2020 which has led to a wave of new ESG products in the UK and the entire universe adopting rating systems that can leave some investors confused about the true ESG characteristics of certain products.We discuss niche sectors such as the growth story in Vietnam and one particular fund focussed on Uranium miners. Watch the latest Vietnam Holding Investor Presentation below:https://ukinvestormagazine.co.uk/vietnam-holding-presentation-at-the-uk-investor-magazine-virtual-conference-23rd-march/ Hosted on Acast. See acast.com/privacy for more information.
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Jul 14, 2021 • 28min

Lloyds, Barclays and Open Orphan with Alan Green

Alan Green joins the UK Investor Magazine Podcast to discuss Barclays (LON:BARC), Lloyds (LON:LLOY) and Open Orphan (LON:ORPH).UK inflation rose to 2.5% in June up from 2.1% in May. Fuel prices were a large component of the rises as oil prices increased having cratered last year. The FTSE 100 slipped in the wake of the announcement as sterling surged to highs of 1.3800 against the dollar.Those companies operating in the consumer space were some of the bigger fallers whilst those that typically benefit from higher inflation and rates were among the top risers.Lloyds, Anglo American and Barclays were among the top risers as investors positioned for higher prices in the remainder of 2021.Open Orphan released a volley of updates to the market and we look through the key takeaways. Hosted on Acast. See acast.com/privacy for more information.
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Jul 13, 2021 • 20min

UK-Ukraine FinTech with Misha Rogalskiy

The UK Investor Magazine Podcast is joined by Misha Rogalskiy to discuss the growing relationship between the UK and Ukraine driven by FinTech innovation.We record the Podcast prior to the UK-Ukraine FinTech Summit taking place at the Ukrainian Embassy in London and available for everyone to tune into online:https://fintechweek.london/uk-ukraine-fintech-summit/Misha is the Co-founder of MonoBank, a Ukrainian banking app, whose success spurred him to subsequently co-found Koto, a banking app available to everyone in the UK.MonoBank now has 4 million users in Ukraine and we discuss the environment that allowed Misha's business to flourish including a strong pool of talent and the need to become profitable in a shorter time frame normally associated with similar companies such as Monzo here in the UK.We also discuss the wider tech industry in Ukraine and how it has developed in recent years and how the relationship between the UK and Ukraine is set to grow in the coming years. Hosted on Acast. See acast.com/privacy for more information.
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Jul 6, 2021 • 32min

Ocado, reopening risks and copper exploration with Alan Green

Alan Green joins the UK Investor Magazine Podcast as we digest the latest update from the UK government on the reopening and removal of COVID-19 restrictions.With all `uk restrictions set to be removed 19th July we explore what it could mean for markets and UK shares. On the announcement of the vaccine last year we saw a 'buy everything' move in stock markets that then evolved into value vs growth stock allocation. We explore whether it is now becoming a stock pickers market and look at some of the stock specific stories moving prices including Morrisons and Ocado.Morrisons is the middle of a takeover frenzy as Private Equity eyes up the grocer's property portfolio.We discuss Ocado (LON:OCDO), Kavango Resources (LON:KAV) and Watches of Switzerland (LON:WOSG). Hosted on Acast. See acast.com/privacy for more information.
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Jun 25, 2021 • 21min

Logistics Robotics and Automation with GXO's Mark Manduca

The UK Investor Magazine Podcast is joined by the Chief Investment Officer of GXO, a company spun-out from XPO Logistics. GXO is set to list on the NYSE in the third quarter 2021 and drive forward with the Contract Logistics division of the business.Having investment heavily in technology for years, GXO accounted for 38% of overall XPO Logistics revenue in 2020 and will be a logistics power house in it's own right on completion of the spin-out. Mark Manduca discusses the drive behind the spin-out as well as the adoption of automation and robotics within logistics. GXO are heavily focused on ecommerce and the requirement to provide efficiencies to their clients has pushed GXO to innovate their processes through automation. XPO Logistics in conjunction with Nestle built the UK's first fully digital warehouse harnessing robotics and automation. Hosted on Acast. See acast.com/privacy for more information.
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Jun 23, 2021 • 34min

Berkeley Group, Bitcoin and Rare Earths with Alan Green

Alan Green joins the Podcast for our weekly instalment of markets and UK equities.This Podcast starts by looking at Bitcoin and the factors driving the recent selloff. China has implemented restriction on Bitcoin that sent the price spiralling and we look at both side of the argument around whether now is a time to buy. We explore Berkeley Group Holdings (LON:BKG) after the company updates the market on a bumper 2020 where the South East focused house builder managed to grow their top line despite the pandemic. However, shares in the London-listed company fell in the immediate aftermath and we question whether investors were simply expecting too much from the company, or were nerves around a slowdown in the wider housing market driving sentiment.Rightmove said they saw house prices rise 0.8% in June, down from 1.8% in May.We also discuss Mosman Oil & Gas (LON:MSMN) and Altona Energy (LON:ANR). Hosted on Acast. See acast.com/privacy for more information.
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Jun 16, 2021 • 33min

BP, Inflation and Diamond exploration with Alan Green

We once more welcome Alan Green back to the UK Investor Magazine Podcast for our weekly exploration of UK equities and global markets.UK inflation was today's topic of discussion before we drilled down into BP (LON:BP), Blue Prism (LON:PRSM) and Karelian Diamonds (LON:KDR).UK inflation rose to 2.1% in May as fuel, recreational goods and clothing helped prices higher as the economy reopened. A reading of 2.1% is marginally above the Bank of England's target rate of 2% but with signs prices could elevated, there may be concerns in some corners of the market that it will force the BoE to hike rates in an economy not fully recovered from the pandemic.As a gauge of the market's feeling around potentially higher rates in the future, GBP/USD spiked higher by 40 points to GBP/USD 1.4120 in immediate reaction, before falling back. Fuel prices rose 17% year-on-year, the biggest jump since 2017 as oil prices continued their march higher. Hosted on Acast. See acast.com/privacy for more information.

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