UK Investor Magazine

The UK Investor Magazine is joined by Gavin Williams, Managing Director UK & Ireland, GXO Logistics. The focus of this podcast is to explore supply chain efficiencies through automation and data science.GXO Logistics is a world leader in contract logistics and supply chain management. To deliver increased efficiencies to their clients GXO have developed a modular approach to automation and Gavin explains specific applications being used in the supply chain today. We discuss the current state of the supply chain, the factors causing supply chain issues and how long it may take for shortages to diminish. Thankfully Gavin is confident we'll all be receiving our Christmas presents this year. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for an exploration of a selection of UK equities.We discuss Marks and Spencer (LON:MKS), Halfords (LON:HFD), JD Wetherspoon (LON:JDW) and Power Metal Resources (LON:POW).With a backdrop of a Bank of England surprising markets by not hiking rates last week, the focus of this Podcast is UK consumer shares and whether their results reflect the doubts the BoE has on the strength of the UK economy. We question whether M&S recent results are a sign of a turnaround in the business or just a bounce back from the pandemic.JD Wetherspoons saw a 30% drop in Ale sales contributing to an overall 8.9% drop in like-for-like sales as the company highlighted a change in the demographics of their customers.Halfords have enjoyed bumper sales from their auto centres sending shares up over 15%. Hosted on Acast. See acast.com/privacy for more information.

Inflation has been the topic of a number of the UK Investor Magazine Podcasts in recent months, however, such is the prevalence of the topic we must today look at a market closely linked to inflation and central bank action in Gold.Gold reached a peak around $2,070 during the pandemic and has since eased to $1,790 as uncertainty eases. With the Federal Reserve threatening to begin their QE taper in Mid-November, we look at the forces could drive precious metals higher, or lower, as measures are taken to bring inflation under control.We discuss Fresnillo, the London-listed silver miner, following its recent production report.Alan also revisits OnTheMarket and the valuation disparity between its peers. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast as we drill down into the biggest themes in markets and a selection of UK shares.For this Podcast it would be hard to avoid the latest inflation data and what it means for a potential rate hike from the Bank of England this year. We explore what this could mean for markets.Alan has been watching Argo Blockchain and we delve into the latest developments and whether the valuation is justified. Having discussed Barratts last week we compare Bellway and their response to supply chain issues after a bumper set of results.MoneySuperMarket is also paid consideration and we give our views on how the business should evolve if investors are to see shares reach recent highs again. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast has the pleasure of presenting Marcus Love, a Partner at VC Love Ventures.Love Ventures operate an EIS Fund that focuses on UK PropTech and FinTech companies.We start by exploring the history of the fund and the founders who have a strong background in Angel Investing having backed some of the UK's most successful FinTech companies of recent years including Revolut, which is now the UK's highest valued private company.Their early success led to the establishment of Love Ventures and a portfolio of UK FinTech and PropTech companies for their Love Ventures EIS Fund I.There is consideration paid to the key themes they see opportunity in and the tax benefits available to High Net Worth Individuals and Sophisticated Investors. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a broad discussion around the UK economy, NFTs and a selection of UK equities.Barratt Developments shares soared following a trading statement which was more upbeat than investor shad may be expected. The rest of the housebuilding sector rose in line with Barratts and we look at whether the environment is right for further share price increases. We explore the most recent set of UK economic data and whether an interest rate hike could derail general optimism in markets at the moment.With CryptoCurrencies still grabbing headlines we run through developments at Aquis-listed Coinsilium and the NFT market. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Geoff Turral, the Founder of CarCloud.CarCloud is the app for the UK’s 33 million drivers to organise their cars in one place on their phones. We’ve got used to managing nearly every aspect of our lives remotely on our phones. But for most, car admin is spread across different websites, offline services, and a drawer at home stuffed full of car paperwork.We discuss the current environment for car ownership and the opportunity to streamline time consuming process. CarCloud are currently raising funds on Seedrs to propel their business forward and reach more users and begin monetisation. Please visit Seedrs below for more details. Capital at Risk. https://www.seedrs.com/carcloudcommunity Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast to discuss the tumbling equity market and a selection of shares for consideration. We start with the volatility in equity markets caused by rising oil prices, that only 24 hours ago were helping lift the FTSE 100 through BP and Shell.Fears are increasing rising energy prices could force central banks to tighten conditions just as the economy starts to falter. Tesco released a solid set of results alongside the announcement of a share buyback which helped lift shares 4%.We also discuss On The Beach and British Honey Company. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast welcomes Andrew Aldridge, a Partner at Deepbridge Capital. Deepbridge Capital is the manager of a £200 million range of tax-efficient EIS and SEIS funds including the Deepbridge Life Sciences EIS, Deepbridge Life Sciences SEIS and Deepbridge Technology Growth EIS.Andrew joins the Podcast to focus on their Life Sciences funds which account for roughly £50m of their £200m investments.We discuss how the pandemic has increased investment in Life Sciences and Health Care as investors seek out opportunities in the evolving health care system.Andrew highlights a selection of companies Deepbridge have added to their portfolios and the key trends they see developing in the sector.We explore the most important factors Deepbridge consider when selecting for their portfolios and delve into the journey's of some of their portfolio companies. Hosted on Acast. See acast.com/privacy for more information.

By 2040, mineral demand for Electric Vehicles is predicted to be 21.5mt, the largest of all clean energy technologies. Electricity networks are predicted to demand 13.9mt.Norway has banned the sales of fossil fuel cars by 2025 but is set to meet that target a lot sooner. Other countries such as Italy still have plenty of space to improve as only 10% of cars sold are currently electric. The UK only recorded 8.4% of new registrations as EVs, according to AutoTrader.Cobalt, lithium and Nickel are the main metals used in the production of EV batteries.63kg of Graphite, 53kg of Copper and 39.9kg of Nickel is required in the manufacture of the average eclectic car.Minerals used in EV, according to the International Energy Agency:Copper: 53.2kgLithium: 8.9kgNickel: 39.kgManganese: 24.5kgCobalt: 13.3kgGraphite: 66.3kgRoskill Analysts predict Cobalt demand will rise to 270,000 tonnes per year by 2030, up from 141,000 in 2020.One of the world’s largest mine is operated by Glencore in the Democratic Republic Congo producing 30,000 tonnes a year.Nickel consumption totalled 2.5 million metric tonnes in 2020 and is predicted109kg of Molybdenum is needed per MW of electricity production from Offshore wind.Companies discussed:Kavango Resources (LON:KAV) have a number of projects including the Kalahari Suture Zone which is targeting a Nickel-Copper-Platinum resources similar to that of Norilsk in Russia.Blencowe Resources (LON:BRES) is developing the potentially low-cost Orom-Cross Graphite project in Uganda.Glencore (LON:GLEN) is the world’s largest Cobalt miner.Altona Rare Earth (LON:ANR) is explorer focused on Rare Earths that have applications in Clean Energy production.Power Metal Resources (LON:POW) has a broad portfolio of metals including Lithium exploration in Quebec. The company is planning a number of IPOs for their assets.Castillo Copper (LON:CCZ) is of course a copper explorer but has recently acquired Lithium assets.Cadence Minerals (LON:KDNC) operates a range of Lithium projects including a stake in Europe Metal Holdings (LON:EMH)Panther Metals (LON:PALM) is predominantly a gold play but is developing Coglia Nickel -Cobalt project.Tertiary Minerals (LON:TYM) has two copper projects and a selection of silver projects. Hosted on Acast. See acast.com/privacy for more information.