UK Investor Magazine

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.

Alan Green joins the UK Investor Magazine Podcast to discuss the key themes in UK markets and explore individual equities. This week we look at the takeover offers for Entain and the wave of cash being deployed in the takeover and buy outs of UK companies. We then look at junior explorer Caerus Minerals.Entain is the latest UK company to be subject to takeover interest from a US entity. In this case it's mergers and acquisitions activity as the interested party is DraftKings. DraftKings has made a £16.4bn offer for the owner of Ladbrokes which saw Entain shares soar and pulled up the prices of other gambling shares on hopes of more interest in sector. William Hill was acquired by US-based Caesars in a near £3bn deal and Entain would be the latest UK gambling company snapped as the US gambling market develops.We look at the wider trend of US interest in UK companies and question the ramifications for Uk equity in the rest of 2021.Caerus Minerals has avoided the downturn in mining shares and we look at the merits of the company and their operations in Cyprus. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of UK equities and global markets.We explore the impact and causes of the UK's highest inflation reading in nine years and what it could mean for the Bank of England.There is also results to digest from casual dining company Restaurant Group. The group owns Wagamamas which enjoyed a 21% increase in activity over the period but with shares up nearly 5x since their lows in 2020, we look at the viability of an entry at this point.We also discuss Cadence Minerals and the latest updates from their portfolio of investments and assets.Register for the UK Investor Magazine Virtual Technology Summit:https://ukinvestormagazine.co.uk/events/ Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for discussion of UK equities and global markets.We begin with looking at the companies subject to the most recent FTSE 100 reshuffle in Morrisons, Weir Group, Meggitt and Just Eat. The two companies promoted in Morrisons and Meggitt have been the recipients of take over offers that sent shares soaring, but it also means they may not be be hanging around in the FTSE 100 long before they are taken private. The Aquis Exchange has been the venue of choice for an increasing number of UK growth companies seeking a listing and the growth in the number of companies using the Aquis to IPO along with increasing activity in Europe has been reflected in the share price which has doubled over the past year.We finish by covering the latest updates from ECR Minerals.Sign up to the UK Investor Magazine Virtual Technology Summit here:https://ukinvestormagazine.lpages.co/uk-investor-magazine-technology-summit/ Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Thor Johnsen, Triple Point's Head of Digital Infrastructure, for a deep dive into the Digital 9 Infrastructure Investment Trust.The name D9 is derived from the UN's Sustainable Development Goal 9 which is: Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation.D9 Infrastructure are doing just that through their investment strategy to provide investors with a target yield of 6% by allocating funds to assets providing critical infrastructure facilitating the digital world. Digital 9 Infrastructure plc will look to invest in:Subsea fibre-optic networksData centresTerrestrial fibre-optic networksWireless via macro cell towers and small cell networksFind more information on the D9 Infrastructure website:https://www.d9infrastructure.com/ Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine hosts the Founder and CEO of the Dynamo Motor Company Brendan O'Toole for a discussion around EVs and the production of Electric Black Cabs.Dynamo Motor Company manufactures The Dynamo Taxi, the world's first 100% electric zero emissions London black cabs, according to GOV.UK.Dynamo is initially targeting the £4bn London Black Cab market comprising of 70,000 vehicles and has plans of diversifying into different types of vehicles such as those that carry wheel chairs.We discuss Electric Vehicles Alternatives such as Hydrogen and where we are in the adoption of vehicles to meet the governments zero emissions policies. Dynamo are currently crowdfunding on Seedrs. Find out more here:https://www.seedrs.com/dynamotaxihttps://www.dynamotaxi.com/ Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Quotall's Simon Ball to explore InsurTech and Quotall's crowdfunding campaign on Seedrs.Quotall’s unique insurance ecosystem of Insurtech and services provides businesses with everything it needs to sell insurance digitally.In this Podcast, Simon announces a significant milestone in a partnership with WH Smith and explains the opportunity for potential investors in Quotall. We discuss Quotall's revenue model and highlight the attractiveness of reoccurring revenue possibilities with insurance renewals. Find more information at:https://quotall.com/https://www.seedrs.com/quotall Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast in the midst of the summer lull in market with holidaying traders meaning lower volumes across markets and tepid price action.Nonetheless, we have received strong data from the ONS on UK house prices that confirmed what most in the market had already knew; Uk house prices have soared boosted by Stamp Duty Holidays and lack of supply. We discuss Persimmon (LON:PSN), Zenova Group (LON:ZED) and Echo Energy (LON:ECHO). Hosted on Acast. See acast.com/privacy for more information.

Auddy is driven by a senior management team that have extensive experience in the media industry at companies including Netflix and Warner.The UK Investor Magazine Podcast is joined by Auddy Founder & CEO, Andrew Craissati, to explore the future of the Podcasting and the market opportunity for Auddy.Andrew Craissati was Chairman and CEO of The Virgin Group’s Asia Pacific businesses where he was Director of Virgin Radio Asia.Auddy is currently Crowdfunding on Crowdcube and have surpassed their funding target with the aim of expanding Auddy into new markets.https://www.crowdcube.com/auddy/ Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green for our regular markets and UK equities debate.The main topic of discussion from a macro perspective is the passing of the Infrastructure bill through the Senate. Although the bill faces the next hurdle at the House of Representatives, there is a significant level of optimism the world's largest economy is set for an injection of fiscal stimulus. We run through earnings from Deliveroo who posted a sharp jump in revenue but again failed to produce a profit and the latest updates from ECR Minerals.We discuss Deliveroo (LON:ROO), Ashtead (LON:AHT) and ECR Minerals (LON:ECR). Hosted on Acast. See acast.com/privacy for more information.