The UK Investor Magazine Podcast is joined by CEO and Founder of Orbital Machines, Eivind Liland. Orbital Machines is solving a major pain point for the micro launcher industry, building scalable electric motopump systems, ready to be implemented into aerospace and space applications. The Norwegian based company is providing an electric based solution for smaller launches in an overall private space industry that is estimated to worth $1.4 trillion by the 2030s. Although Orbital Machines are setting their sights on electric propellant pumps initially, Eivind outlined where he sees the business evolving with other components for rockets such as sensors and connectivity facilitators so rocket makers do not have to build everything from scratch. Eivind discusses what Space travel could look like in the future, including the need to produce propellant in space. He mentions his interest around mining in space and travel to further reaches of the solar system to sustain humanity.Orbital Machines are currently overfunding at Seedrs. Check out their campaign at Seedrs.com now: https://www.seedrs.com/orbital-machines Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Craig Martin, Chairman of Dynam Capital, manager of the Vietnam Holding (LON:VNH) Investment Trust. Vietnam was Asia's fastest growing economy in 2020, expanding 3%, so it is fitting Vietnam Holding was the best performing London-listed Investment Trust in May in terms of Net Asset Value. Vietnam's economy is becoming increasingly digital with many Vietnamese using smart phones for digital transactions, but with around 60% of the population still unbanked, there is significant opportunity for greater adoption as the middle class grows. Vietnam Holding provides exposure to the evolution in the Vietnamese economy through banking shares, but also steel and construction companies.The Vietnamese government is spending $119 billion on infrastructure in an effort to increase GDP through 2025.Despite Vietnam being a communist country, Craig highlights sentiment round Vietnam being a country of 100 million entrepreneurs and discusses the changes he has seen on the ground in his 27 years in the country. Find out more about Vietnam Holding on their website here. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes.With the FTSE 100 remaining stubbornly within a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future.Financials, tobacco and some commodity shares are now yielding significantly above 5% and present an attractive allocation possibility for investors.Having secured promotion to the FTSE 100 we look at Royal Mail and the drivers behind the tremendous run in shares from below 150p to 600p. This was largely down to success inn parcel growth that could waver as the economy reopens so we question their growth strategy going forward.We discuss Royal Mail (LON:RMG), ECR Minerals (LON:ECR) and Destiny Pharma (LON:DEST). Hosted on Acast. See acast.com/privacy for more information.

Trident Royalties presented at the May UK Investor Magazine Virtual Conference and delivered a truly fascinated Q&A session covering the commodities supercycle and the composition of their mining royalty portfolio.CEO Adam Davidson gave his views on the possibilities of a commodities supercycle and outlines the market pressures driving commodity prices.Adam Davidson also discusses why Trident Royalties wanted to make Lithium a central part of their portfolio of royalties, given the increasing demand for electric batteries.The full video presentation is available in the video section of the UK Investor Magazine website. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Will Goodhart, Chief Executive, CFA Society of the UK, for in depth discussion around ESG Investing.CFA Society of the UK is the local member society of CFA Institute, the global association of investment professionals, and represents 12,000 investment professionals in the UK.ESG Investing has exploded in popularity over the past two years and we begin by looking at what sparked this, before moving onto whether momentum in ESG themed investing can continue.There is attention paid to the need for all investing to become ESG investing, not only because of the positive outcomes of doing so, but the long term alpha ESG investing will provide. With Green Energy investing and climate change undoubtedly the most pressing issue for the world currently, we explore subjects such as diversity and governance and their role in responsible investing. We finish by breaking the E,S and the G in Environment, Social and Governance and which of the three are set for the greatest level of interest among the investment community over the next five years. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the podcast for our weekly Podcast to discuss a number of equities including British Land (LON:BLND) following the release of their results.The UK residential property market has defied calls for a collapse during the pandemic helped by government schemes such as reduction to Stamp Duty and a general reduction in supply. With the world now moving past the worst of the economic disruption, the UK property market is now entering a new chapter which could see housing activity rise to levels not seen since the financial crisis.We discuss the key drivers behind the boom such as a ‘race to space’ and whether this can be sustained beyond the end of the year.Naturally, we then move onto the commercial property sector and how cities such as London can realign their economies given the exodus of foreign born people, crucial to the hospitality sector associated with people working in offices.There is detailed discussion of British Land (LON:BLND), Corcel (LON:CRCL) and Lexington Gold (LON:LEX). Hosted on Acast. See acast.com/privacy for more information.

BitcoinPoint is aiming to create the 'Western Union' of Bitcoin and in the process provide around 1.7 billion unbanked people globally with the opportunity to transact with other users.We recorded this Podcast on the back of a tumultuous week in Crypto currencies which set the perfect scene for a discussion around recent volatility in the alternative assets space and how BitcoinPoint is navigating the ever-changing environment.BitcoinPoint allows users to withdraw cash from over 16k ATMs in the UK and there are plans to take the model global. There is also attention paid to BitcoinPoint's crowdfunding campaign. BitcoinPoint have smashed through their target funding amount and we delve into some of key metrics of interest to investors and what to expect from the company as they deliver on their strategy. Find out more about BitcoinPoint's crowdfunding campaign on Crowdcube:https://www.crowdcube.com/companies/bitcoinpoint/pitches/bAJEdq Hosted on Acast. See acast.com/privacy for more information.

This week's Podcast with Alan Green looks at Rolls Royce (LON:RR), Argo Blockchain (LON:ARB) and CVS group (LON:CVSG).Inflation is at the forefront of investors minds again with European equities, including the FTSE 100, sinking over fears of an increase in interest rates. Although central banks have made no indiction this will the case in the short term, it hasn't stop markets sending bond yields higher. UK 10-year Gilts now yield 0.9% having only yielded 0.2% at the beginning of 2021.Rolls Royce have recently announced a move into Nuclear Power with a series of projects that could provide power for a million homes. The mini power stations will provide diversification in a business model dogged by COVID. Rolls Royce have been positive about the recovery in their aviation business as economies reopen, however, analysts have released a note this week which suggest Rolls Royce may have been over confident with their assumptions for the recovery. With the Rolls Royce share price up 46% YTD, we exam the merits of the company and whether now could be an entry point for investors looking at Rolls Royce shares.With Bitcoin falling through the floor, there is attention paid to Argo Blockchain shares. The Bitcoin miner provides a proxy for the Bitcoin price and Argo's shares have duly sunk in line with Crypto assets.We also revisit veterinary company CVS Group who are enjoying the fruits of reoccurring revenue and growing demand. Hosted on Acast. See acast.com/privacy for more information.

Alan Green discussed the commodities super cycle on the UK Investor Magazine Podcast as it began at the beginning of 2021. Since then, major commodities indices have increased dramatically with copper touching 10 year highs and Oil breaching $70.Demand for commodities is increasing as economies reopen after the pandemic and under investment in commodity exploration and development has caught supply off guard leading to higher prices. This is particularly evident in Lumber markets which has seen $25,000 added to the cost of constructing the average US home.With the Federal Reserve hinting QE tapering is some way off, meaning interest rate increases won't be happening for some time, the path is clear for further commodity price rises. We explore what this means for equity markets and how commodities shares could outperform over the next decade. We discuss Mast Energy Developments (LON:MAST), Advance Energy (LON:ADV) and Caerus Mineral Resources (LON:CMRS).View Clear Capital Market's Research Note on Mast Energy Developments:https://ukinvestormagazine.co.uk/wp-content/uploads/2021/05/FP205-Mast-News-Flash-Article-FINAL.pdf Hosted on Acast. See acast.com/privacy for more information.

Jangada Mines (LON:JAN) operates in Northern Brazil and is undergoing the development of a number of projects focused on Vanadium, Titanium and Iron Ore.Brian McMaster, Executive Chairman of Jangada Mines, details the latest progress of the company and outlines what investors can expect from the company for the rest of the year.Having conducted initial preliminary economic assessments, Jangada is now working towards further tests that could see expansion to their resources.There is also consideration paid to the roadmap for production and comparisons made to other companies operating in the area. Hosted on Acast. See acast.com/privacy for more information.