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UK Investor Magazine

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Feb 26, 2021 • 23min

Chinese consumer trends: the online ecosystem and growing luxury demand

Sandrine Zerbib, founder of Chinese online consumer platform Full Jet, joins the UK Investor Magazine Podcast to discuss key Chinese consumer trends and the evolution of the luxury market.We look at the strength of the Chinese consumer after a recent report by Morgan Stanley that pointed to consumption in China doubling to $12.7 trillion in 2030. Sandrine provides detailed insight on the Chinese online consumer markets and explains the ecosystem and key platforms used by brands to distribute their products. There are significant differences between the West's leading online platforms such as Amazon, eBay, Facebook and YouTube, and those driving online consumption in China.We pay particular attention to the luxury markets and how they have developed in recent years. For example, Burberry has enjoyed years of growth in China. With an innovative engaging model, Burberry are still seeing strong growth figures that has been helped by consumers spending their cash domestically as coronavirus restrictions prevents them spending abroad. Hosted on Acast. See acast.com/privacy for more information.
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Feb 24, 2021 • 38min

UK banking shares: income attractiveness returns

Alan Green joins the UK Investor Magazine Podcast to discuss the latest developments from UK banks. Many UK banks have resumed paying dividends after the Bank of England eased restrictions on payouts by financial institutions. Natwest Group, Barclays, HSBC and Lloyds have announced payments with Lloyds paying 0.57p dividend per share after a drop in profits to £1.2bn.We question whether income investors can expect more from UK banks or do the risks around competition from new entrants and ongoing economic strive will cap payouts. We also discuss Mode (LON:MODE), Blue Star Capital (LON:BLU) and British Honey (LON:BHC). Hosted on Acast. See acast.com/privacy for more information.
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Feb 19, 2021 • 25min

WATR: Invest in the future of water technology

The UK Investor Magazine Podcast is joined by Glyn Cotton, CEO and Co-Founder or water technology company WATR.WATR is setting out to improve the quality water on a global scale by working with the UK's water companies in improving the health of our water, through to helping provide safe drinking water in the third world. Astonishingly, one million people a year still die from poor water quality and the overall market in improving water sanitisation is estimated to be worth £4.29bn.WATR has engaged in many years of development which saw them win a startup award at Web Summit and is now raising funds via Seedrs to propel growth in the coming years. Having already met the Seedrs campaign target of £250,000, WATR is now in overfunding meaning investors can still secure an allocation. Find out more on the WATR crowdfunding page on Seedrs here: https://www.seedrs.com/watr Hosted on Acast. See acast.com/privacy for more information.
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Feb 17, 2021 • 27min

UK junior oil and gas shares spring back to life

Alan Green joins the UK Investor Magazine Podcast as oil production in the US grinds to a halt, sending oil prices higher. We touched on the possibility of a commodities super cycle last week and we delve deeper into the oil market as the US shuts a third of production due to severe weather conditions. This has coincided with a sharp move higher in the share prices of junior oil and gas companies listed in the UK and we explore the factors behind this. Oil major such have Shell have announced they have passed their peak production of oil and we question whether this is an opportunity for smaller players to help prop up supply. We discuss Mosman Oil & Gas (LON:MSMN), Watches of Switzerland (LON:WOSG) and Open Orphan (LON:ORPH). Hosted on Acast. See acast.com/privacy for more information.
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Feb 16, 2021 • 15min

Mast Energy Developments: Sustainable high growth power plants in the UK

The UK Investor Magazine Podcast is joined by Louis Coetzee, Non-exec Chairman of Mast Energy Developments. Mast Energy Developments is set to IPO on the London Stock Exchange in the coming weeks and we discuss Mast's plans for supporting the UK grid with their Reserve Power plants.Mast Energy Developments has a series of shovel-ready projects to begin work on after their IPO and Mr Coetzee outlines the investment case for Mast as they roll out their sustainable power generation business.Mast Energy Developments are holding an IPO presentation This Thursday 18th February at 10.30am:https://ukinvestormagazine.lpages.co/mast-energy-developments-virtual-ipo-presentation/ Hosted on Acast. See acast.com/privacy for more information.
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Feb 12, 2021 • 18min

Advanced Oncotherapy: Democratising Proton Beam Therapy in cancer treatment

The UK Investor Magazine Podcast was joined by Nicolas Serandour, CEO of Advanced Oncotherapy, to discuss the latest progress in democratising Proton Beam Therapy. Nicolas explains the benefits of Proton Beam Therapy when compared to radiotherapy in treating certain forms of cancers and how Advanced Oncotherapy is setting out to make the treatment available to more patients.There is also consideration paid to Advanced Oncotherapy's revenue channels and recent technical trading update. Hosted on Acast. See acast.com/privacy for more information.
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Feb 10, 2021 • 37min

A commodities supercycle will lift the FTSE 100

The FTSE 100 has lagged the major indices in the US and we question the drivers behind this as Alan Green joins the UK Investor Magazine Podcast.We pay particular attention to the weighting of natural resources of the FTSE 100 and AIM and how a supercycle in commodities could lift indices in the coming years.We look specifically at EVs and how the increased demand for metals such as copper and lithium will benefit London markets.We discuss Greatland Gold (LON:GGP), Power Metal Resources (LON:POW), Cadence Minerals (LON:KDNC), Logistics Development Group (LON:LDG) and Coinsilium (LON:COIN). Hosted on Acast. See acast.com/privacy for more information.
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Feb 4, 2021 • 35min

Emortal: investing in the preservation of our digital legacies

Emortal are currently raising funds on Crowdcube to finance the development of their solution to preserve our digital life and memories. As technology evolves, the memories held in digital bits & bytes may be safely backed up in the cloud now, but this doesn't mean the formats will be accessible in the future.Emortal has identified a 2.3bn addressable market and having spent 10 years in R&D, is set to launch in 2021The UK Investor Magazine Podcast is joined by CEO & Found Colin Culross to discuss the history of the business and plans for the future. Visit the Emortal Crowdcube page to find our more here: https://www.crowdcube.com/companies/emortal-1/pitches/bXdvOb Hosted on Acast. See acast.com/privacy for more information.
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Feb 3, 2021 • 49min

Reddit market frenzy: lessons and implications for investors

GameStop has dominated headlines over the past week having staged a tremendous rally driven by Reddit forums. This rally has now violently reversed and we reflect on the implications for investors.Alan Green joins the Podcast to explore the notion of herd mentality in markets and how relationships between financial institutions played out during this period of heightened volatility.We look at whether the Reddit share frenzy was a consequence of frothy valuations elsewhere in the market or a stand alone phenomenon.We also pay attention to three UK shares in Bidstack (LON:BIDS), Power Metal Resources (LON:POW) and Lexington Gold (LON:LEX). Hosted on Acast. See acast.com/privacy for more information.
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Jan 29, 2021 • 23min

UK Property: Key market drivers and opportunities with Monta Capital

Thomas Balashev, Managing Partner of Monta Capital, joins the Podcast to discuss the key drivers of the UK property market in 2021 and where his fund is planning to deploy capital.The UK property market has faced a number of pressures due to COVID-19 and Brexit, but this has presented a number of opportunities and will continue to through 2021.However, certain areas of the market need to be paid particular attention as the economic downturn is causing shifts that may be long lasting and cause certain sectors to lag the overall market. Hosted on Acast. See acast.com/privacy for more information.

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