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UK Investor Magazine

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Jan 27, 2021 • 44min

Value vs Growth: Tech shares in the spotlight and Gamestop raises questions

The question of value vs growth is becoming a prevalent theme in equity markets as valuations in the tech sector become and heated and economists start to explore the end of ultra accommodative monetary policy.Alan Green joins the Podcast to analyse the current state of equity markets and whether significant price gains in US Indices, Gamestop and certain technology shares should be a warning sign to investors or simply the consequence of an evolution in investor appetite and risk tolerances. Gamestop has grabbed the headlines as the bricks and mortar video games retailer surged from $19 on 11th January to trade at $360 in the pre-market at the time of recording the Podcast. The explosion in the Gamestop share price stemmed from a Reddit chatroom and sent into a frenzy with a Tweet by Elon Musk. We discuss Pelaton (NASDAQ:PTON), Just Eat (LON:JET), CVS Group (LON:CVS), Echo Energy (LON:ECHO), Catenae Innovations (LON:CTEA) Hosted on Acast. See acast.com/privacy for more information.
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Jan 22, 2021 • 28min

A major gap in the craft alcoholic drinks market with Ace + Freak

Ace + Freak are breaking in to the rapidly expanding ready-to-drink (RTD) cocktail market, estimated to be worth some $20 billion.We speak with CEO Thomas Soden and COO Chris Davis for a deeper insight into the ready-to-drink craft cocktail market and how Ace + Freak are planning to harness future expansion in the sector.With a number of craft beers grabbing huge amount of market share in recent years, we pay particular attention to a major gap in this area of alcoholic drinks market.Ace + Freak are currently seeking £250,000 investment on Seedrs to fund further growth. Find out more about the Ace + Freak crowdfunding campaign on Seedrs here: https://www.seedrs.com/aceandfreak Hosted on Acast. See acast.com/privacy for more information.
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Jan 20, 2021 • 32min

Biden and the next chapter for global stock markets

Alan Green joins the UK Investor Magazine Podcast as Joe Biden is inaugurated as the President of the United States. Biden's inauguration marks the next chapter for equity market, not only because of optimism surrounding stimulus promised by his administration, but because of the removal of the last great uncertainty of 2020.With a Joe Biden Presidency, markets are now free of concerns over Trump's unpredictability, which adds to the recent Brexit trade deal and the roll out of the COVID-19 vaccine in improving market sentiment.However, with much of this positive news priced in, are markets now vulnerable to a correction with little fresh catalyst for upside on the horizon?We also discuss Eddie Stobart (LON:ESL), Destiny Pharma (LON:DEST) and Mosman Oil & Gas (LON:MSMN). Hosted on Acast. See acast.com/privacy for more information.
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Jan 13, 2021 • 33min

Why your portfolio needs to improve it's ESG exposure

ESG has been a growing theme over the past three years and the level of interest from investors was illustrated this week this as data on ESG ETF flows in 2020 found AUM in ESG ETFs grew by 220%.Alan Green joins the UK Investor Magazine Podcast to discuss the current dynamics and what it could mean for UK Investors. We also explore three UK-listed companies that have strong ESG credentials. There is also consideration paid to oil majors listed in London and what the future holds for them given the launch of the Saudi Arabian NEOM sustainable city project that plans to build a city some 170km in length that will be careless and run entirely on renewable energy.Companies discussed on the Podcast include Tesla (NASDAQ:TSLA), NIO (NYSE:NIO), British Honey (LON:BHC), Itaconix (LON:ITX) and Open Orphan (LON:ORPH) Hosted on Acast. See acast.com/privacy for more information.
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Jan 7, 2021 • 36min

FTSE 100 commodities sector: metals are more attractive than oil

As we start 2021 with a bumper performance in UK equities and a 300+ rise in the FTSE 100, Alan Green joins the first Podcast of the eyar to discuss the dynamics of the rally.We have previously noted the relative value of UK shares compared to peers in the US, however the recent sharp rally may raise questions over the outlook from here and whether stocks have got ahead of themselves.Apart from Entain, who received a takeover approach, the FTSE 100's top risers in 2021 thus far all reside in the commodities sector with Glencore (LON:GLEN), BP (LON:BP), Shell (LON:RDSB) and Rio Tinto (LON:RIO) all posting gains in excess of 13% YTD.The prospect of a Biden administration and an economic reopening post-COVID has helped fuel a commodities rally but there is a noticeable divergence appearing in the share prices of oil companies when compared to miners. We explore the factors at play behind these companies and how this could develop in 2021.We also discuss Blencowe Resources (LON:BRES), Versarien (LON:VRS) and Destiny Pharma (LON:DEST).With rising metal prices a large part of the recent rally, we draw attention to Trident Royalties, who through their mining royalty business model, can provide exposure to developing mines without the high operating costs associated to junior miners:https://ukinvestormagazine.co.uk/consider-trident-royalties-for-exposure-to-metal-price-gains/ Hosted on Acast. See acast.com/privacy for more information.
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Dec 23, 2020 • 38min

2021 Outlook: Gold, ESG, Oil, Brexit and shares to watch in the new year

For what will be one of the last UK Investor Magazine Podcasts of 2020, Alan Green joins us for a rundown of the key themes of 2021 and a recap of how 2020 has played out in markets. Gold and oil have been particularly prevalent this year and we look at the market forces driving investors and explore whether this will continue into 2021.We also look at a number of equities including Greatland Gold (LON:GGP), ECR Minerals (LON:ECR), EQTEC (LON:EQT), Powerhouse Energy Group (LON:PHE), and the UK house builders and banks.There is also consideration paid to ESG and how this will develop next year given the surge in interest during 2020. With smaller companies innovative not to the taste of all investors we look at diversified fund such as the JLEN trust that provides 5% yield. Hosted on Acast. See acast.com/privacy for more information.
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Dec 17, 2020 • 31min

FTSE 100: Bank of England action could be key in 2021

Alan Green joins the UK Investor Magazine Podcast for a thorough exploration of this weeks key themes including Brexit, COVID and expectations of Bank of England action.We discuss Bidstack (LON:BIDS), ECR Minerals (LON:ECR) and OnTheMarket (OTMP). Hosted on Acast. See acast.com/privacy for more information.
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Dec 10, 2020 • 38min

Supermarket shares are vulnerable to online entrants

Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites. As Ocado releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London.Ocado trades at a materially higher price-to-sales ratio than the UK's supermarkets and we explore whether this premium is due to Ocado's technology offering or is it investors pricing in disruption to supermarket businesses in the future.The UK high street has been decimated by the growth of online shopping, particularly for clothes, but will this spread into food and grocery retailing?We also discuss Eddie Stobart Logistics (ESL), Katoro Gold (KAT) and I3 Energy (I3E) Hosted on Acast. See acast.com/privacy for more information.
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Dec 3, 2020 • 20min

Sustainable energy innovation with Ripple Energy

Ripple Energy is making green energy simple through their innovative new platform that allows energy customers to buy a share of wind farm and benefit from the energy produced.We were joined by Sarah Merrick who discussed Ripple Energy's progress so far in having launched their first projects this year and in the process gained over 500 customers. Ripple Energy have established partnerships with the Co-op and Octopus Energy and is targeting 900,000 users.Find out more about the Ripple Energy fundraise on Seedrs below:https://www.seedrs.com/ripple2 Hosted on Acast. See acast.com/privacy for more information.
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Dec 2, 2020 • 33min

Are stock markets correctly pricing COVID-19 economic devastation?

Alan Green joins the UK Investor Magazine Podcast shortly after news the Pfizer vaccine will be rolled out in the UK over the next week. Market reaction was muted and we explore whether stocks have already priced in all the good news related to the economic reopening.We also discuss Arkle Resources (LON:ARK), Brand Shield (BRSD) and Eddie Stobart (ESL).Register for the UK Investor Magazine Virtual Conference 15th December:https://ukinvestormagazine.lpages.co/15th-december-uk-investor-magazine-virtual-conference/ Hosted on Acast. See acast.com/privacy for more information.

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