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UK Investor Magazine

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Apr 26, 2023 • 33min

Venture Capital Trust (VCT) Opportunities with Albion Capital

The UK Investor Magazine Podcast was thrilled to welcome Will Fraser-Allen, Managing Partner at Albion Capital, for a deep dive into Venture Capital Trusts (VCTs).Find out more on Albion Capital’s website here.Albion Capital reached the milestone of £1 billion in assets under management due to another strong fundraising round in the 2022/23 tax year.Will provides vital insight into the benefits of investing in VCTs, including generous tax incentives and access to high-growth UK companies. Naturally high-risk investment vehicles, VCTs provide up to 30% income tax relief and tax-free dividends.Albion Capital is a thematic investor focusing on FinTech, HealthTech and Software companies. We discuss a number of their portfolio companies and the opportunities Will sees in the year ahead.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.
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Apr 21, 2023 • 30min

Lithium, Rare Earths, and the EV Market with Cadence Minerals

The UK Investor Magazine was delighted to welcome Cadence Minerals CEO Kiran Morzaria for a dedicated Q&A session.The sheer number of questions from investors at the recent virtual conference meant we were unable to deliver all of them to Kiran on the day. We ensure those questions are put to the Cadence Minerals CEO on this Podcast.We cover:Evergreen Lithium’s IPOEvergreen’s assetsThe wider lithium marketThe Rare Earth portfolioThe outlook for Cadence MineralsAdvert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.
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Apr 19, 2023 • 30min

Antofagasta, Greatland Gold, and Golden Metal Resources with Alan Green

The UK Investor Magazine was delighted to have Alan Green back on the podcast after a brief hiatus. We delve into key market themes and three UK equities.UK inflation remains above 10% and presents the Bank of England with a problem. Hike rates to fight inflation and risk the negative economic consequences of higher rates. Or, hold off and risk soaring prices in a cost-of-living crisis. We discuss their options.Antofagasta has released their Q1 production report and we look at the merits of the copper miner in the current environment.We review Greatland Gold and the Havieron gold project. Alan provides an overview of the latest updates from their JV with Newcrest.We finish with a look at the upcoming Golden Metal Resources IPO.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.
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Apr 17, 2023 • 32min

A banking alternative for Web3 with Nebeus

The UK Investor Magazine Podcast was thrilled to be joined by Michael Stroev COO and Head of Product at Nebeus.Nebeus is the banking alternative for Web 3.0, bridging traditional banking and digital assets in one app. Since 2020, Nebeus have doubled their users, reaching over 130K, and processed over €49M worth of money and digital asset transactions in 2022.The Nebeus app allows seamless transactions in crypto as well as offering an everyday Euro or GBP account. The company plans to launch financial market trading facilities in the future.Michael outlines their plans for the future and details the progress the company has made to date.We discuss their crowdfunding round and how the funds will be deployed in order to achieve their long-term plans.Find out more on their Seedrs Crowdfunding page here.Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong.  Hosted on Acast. See acast.com/privacy for more information.
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Apr 14, 2023 • 31min

European Equity Opportunities in Q2 with Morningstar’s Michael Field

The UK Investor Magazine Podcast was thrilled to welcome Michael Field, CFA, European Market Strategist at Morningstar.We take a deep dive into the European equity market and explore the opportunities identified by Michael Field’s European equity team.Get Morningstar’s European Top Picks & Outlook for Q2Our conversation starts with the key macro considerations before progressing to individual sectors identified as presenting value.Michael outlines the opportunity in the energy sector and how energy majors could benefit from the energy transition.Advert:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.
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Apr 12, 2023 • 43min

Finding value in UK equities with Temple Bar Investment Trust

The UK Investor Magazine was thrilled to welcome Ian Lance, Portfolio Manager at Temple Bar Investment Trust, for a deep dive into their trust and UK equities.Temple Bar Investment Trust managers Ian Lance and Nick Purves have dedicated their careers to seeking out undervalued UK equities.We discuss how this approach has performed over the past 100 years and how value investing has outperformed other strategies in all but two decades.One of these decades was the 2010’s when growth stocks thrived in the low interest rate environment. Ian explains why he thinks there is now a shift back to value and the strategy Temple Bar are employing to provide investor returns.Ian outlines individual companies within the portfolio and provides deep insight into the management of their portfolio.About our sponsor:Fully regulated, OANDA offers competitive spreads on a wide range of CFD markets, including indices, forex, commodities, metals, and bonds.Voted “Most Popular Broker” by TradingView in 2022, 2021, and 2020.Trade with OANDA and get access to one year’s subscription to TradingView Pro.**Get TradingView Pro for 1 year when you start trading with OANDA and meet the minimum volume requirements.Get more details here.Disclaimer:76.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Hosted on Acast. See acast.com/privacy for more information.
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Mar 20, 2023 • 27min

Improving food sustainability and increasing crop yields with Plant Health Care

The UK Investor Magazine was thrilled to welcome Jeff Tweedy, CEO at Plant Health Care, for a deep dive into the food sustainability company.Plant Health Care has developed a suite of products which help boost crop yields by protecting them against the environment and parasites such as nematodes. Jeff details products including Harpin aß and Saori exploring the demand dynamics for each product.We look at Plant Health Care’s pipeline of new products and the new markets Jeff would like to enter in the pursuit of their target to reach $30 million revenue by 2025. Hosted on Acast. See acast.com/privacy for more information.
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Mar 14, 2023 • 32min

Harnessing SVB Volatility with Frederick & Oliver

The UK Investor Magazine Podcast is joined by Marc Kimsey, Head of Equities at Frederick& Oliver, for dissection of the SVB-induced volatility and the opportunities and pitfalls presented by the current environment.We start with looking at the drivers of the recent volatility and explore the implications of SVB’s failure and how UK markets could be impacted going forward.With the FTSE 100 at 7,500 we look at where the index could go next and the potential catalysts for the next significant move.Marc provides a recap of Vodafone and insights into companies that may start to look attractive and the tactical approach to allocating capital.Register for our newsletter to receive the latest Podcasts in your inbox Hosted on Acast. See acast.com/privacy for more information.
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Mar 13, 2023 • 22min

HSBC buys SVB UK arm, Power Metal Resources and Tekcapital with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green as we delve into market gyrations in the wake of SVB’s failure. We also discuss a number of UK equities.We discuss:HSBC (LON:HSBA)Power Metal Resources (LON:POW)Tekcapital (LON:TEK)HSBC has stepped in to buy SVB’s UK arm and provide certainty to their deposit holders. This has avoided immediate contagion but investors a still clearly uncertain about the medium term consequences as the FTSE 100 drops another 2% in early trade on Monday.Tekcapital has announced MicroSalt has added another distributor in H Mart. H Mart will stock their SaltMe crisps.We also look at Power Metal Resources and their change of personnel. Paul Johnson will stand down as CEO, but will remain a part of the company. Hosted on Acast. See acast.com/privacy for more information.
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Feb 28, 2023 • 30min

Travis Perkins, Cadence Minerals, and Kavango Resources with Alan Green

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets.This week, we discuss:Travis Perkins (LON:TPK)Cadence Minerals (LON:KDNC)Kavango Resources (LON:KAV)We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely.The first company we discuss is Travis Perkins and their full year results. Cost inflation has dogged numerous companies and Travis Perkins is not immune. Travis Perkins revenue rose 8.9% but operating profit margin was eroded by higher input prices.Cadence Minerals has a broad portfolio which is broken down and attention paid to their current valuation.Download Kemeny Capital Cadence Minerals report.We conclude with a look at Kavango Resources. Hosted on Acast. See acast.com/privacy for more information.

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