UK Investor Magazine

UK Investor Magazine
undefined
Oct 10, 2023 • 30min

BP & Shell, Tesco and UK Housebuilders with interactive investor’s Victoria Scholar

Victoria Scholar, Head of Investment at interactive investor, discusses BP and Shell's stock performance in relation to oil prices, the challenges faced by Metro Bank, the impact of declining house prices on UK house builders, and Nike's financial results.
undefined
Oct 5, 2023 • 19min

Tackling a Global Health Crisis and Preparing for an IPO with MicroSalt

The UK Investor Magazine was thrilled to welcome Rick Guiney, CEO of MicroSalt for a deep dive into the company, the upcoming IPO, and how MicroSalt is tackling a global health crisis claiming millions of lives.Register for the UK Investor Magazine Virtual Investor Conference 24th October.MicroSalt has developed a technology that reduces the sodium in salt by 50% by amending the surface area of salt crystals.Rick explains the health implications of consuming too much salt and how MicroSalt’s technology can help save lives by reducing sodium consumption.We discuss MicroSalt’s upcoming London IPO and what investors should look out for in the coming year. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 29, 2023 • 1h 4min

Premier African Minerals, Tekcapital, and Avacta with Charles Archer

The UK Investor Magazine was thrilled to welcome Charles Archer to the podcast for a deep dive into three UK-listed growth companies; Premier African Minerals, Tekcapital, and Avacta.We start with an overview of the UK small-cap market and the external drivers on valuations.Charles explains the influence of higher interest rates and why he thinks we could be close to a major shift in returns from the small cap space.We explore the progress at Premier African Minerals’ Zulu lithium project and Charles explains the key events investors should keep an eye for in the coming weeks.Charles provides an overview of Tekcapital after releasing their half-year results and the opportunity for valuations to rerate as we move into the end of 2023. Charles explains why he is looking forward to the MicroSalt IPO and the commercial possibilities for the company.We finish with an overview of Avacta. Charles provides a balanced assessment of their oncology treatment and key considerations for investors. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 27, 2023 • 33min

Have interest rates peaked? The outlook for sterling, US dollar, and global equities with Oanda’s Craig Erlam

The UK Investor Magazine was thrilled to welcome back Craig Erlam, Senior Market Strategist at Oanda, for another top-tier Podcast analysing the most important macroeconomic considerations and market outlook.We discuss:Interest rate outlookPound SterlingUS DollarYenS&P 500NASDAQOilWe start with a rundown of the recent interest rate decisions and whether the current hiking cycle is over. There is attention paid to when major central banks may start cutting rates.The conversation naturally moves to the outlook for major currencies including sterling, US dollar, Euro and Yen.Craig provides deep insight into potential scenarios for both the economy and markets and makes links between crucial inflation data and how it could play out in key markets.Craig finishes by summarising the markets he sees the most opportunity for major moves going into the end of 2023.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.
undefined
Sep 21, 2023 • 16min

Converting higher interest rates into a substantial dividend yield with the M&G Credit Income Investment Trust

The UK Investor Magazine was thrilled to welcome Adam English, Fund Manager of the M&G Credit Income Investment Trust, for a deep dive into the trust and the opportunity for investors to benefit from the higher interest rate environment.Adam employs a counter-cyclical approach to portfolio composition and focuses on private and public credit assets with floating rates.The trust pays a quarterly dividend at a rate of SONIA +4% which has gradually increased since the Bank of England started hiking rates.Visit the M&G Credit Income Investment Trust website.The M&G Credit Income Investment Trust is an investment-grade portfolio which means the portfolio is considered lower risk than other high-yield fixed income trusts. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 20, 2023 • 26min

UK Property Shares, Avacta, and ECR Minerals with Alan Green

The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast to discuss a selection of UK shares and the macroeconomic backdrop.We discuss:Barratt Developments (LON:BDEV)Avacta (LON:AVCT)ECR Minerals (LON:ECR)UK CPI inflation surprisingly fell to 6.7% in the year to August from 6.8% the month before. Expectations were for CPI read of 7%. We explore the consequences for housebuilding shares and the wider FTSE 250.Avacta made a landmark announcement yesterday on the clinical trials of their AVA6000 chemotherapy drug. Alan breaks the release down and what to look for in the coming weeks from Avacta.We finish with a look at the recent developments at ECR Minerals. Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 14, 2023 • 29min

Electric Vehicles’ Next Frontier with Guident’s Harald Braun

Harald Braun, CEO fo Guident, joins the Podcast for a deep dive into autonomous vehicles (AVs) and electric vehicles (EVs). Guident is a Tekcapital (LON:TEK) portfolio company.The UK Investor Magazine is always appreciative of Harald Braun’s insights and we were thrilled to welcome him back to discuss what could be the next frontier in electric vehicles – regenerative shock absorbers.Guident has recently spun out its regenerative shock absorber technology into a new company, ReVive Energy Solutions. This is the focus of our conversation today.Regenerative shock absorbers harness natural vibrations and motions from a moving vehicle and converts it into charge to boost the range of the electric vehicle. Harald explains Guident’s shock absorbers could add around an additional 9 miles to a charge.Harald explains why they have taken the step to separate their autonomous vehicle safety technology from their regenerative shock absorbers and their plans over the next 12 months. We take a look at the size of the regenerative shock absorber market and recent tests with a tier-1 tire company.Find out more on the Guident website here Hosted on Acast. See acast.com/privacy for more information.
undefined
Sep 7, 2023 • 34min

UK House Prices, Cadence Minerals and Tekcapital with Alan Green

The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast as we delve into UK markets and a selection of UK stocks.We discuss:Barratt Developments (LON:BDEV)Tekcapital (LON:TEK)Cadence Minerals (LON:KDNC)We start with a look at UK house prices and recent data from Nationwide and Halifax. With house prices falling the fastest since 2009, activity in the market is subdued and we explore the impact on Barratt Developments.Barratt’s completions fell in the last full year but we look forward to how they can benefit from the current downturn and deploy their £1bn cash pile.Tekcapital has issued numerous positive portfolio company updates and shares have reacted accordingly. We run through the updates, including this morning’s news from MicroSalt.We finish with a rundown of Cadence Minerals and the latest developments at their Mexcian lithium project. Hosted on Acast. See acast.com/privacy for more information.
undefined
Aug 30, 2023 • 20min

The World's First ChatGPT-enabled Smart Eyewear and Broader Wearables Market with Innovative Eyewear

The UK Investor Magazine was thrilled to welcome Harrison Gross, CEO of Innovative Eyewear, for a deep dive into the world’s first ChatGPT-enabled Smart Eyewear and the wider wearables market.Innovative Eyewear (NASDAQ:LUCY) is a Tekcapital (LON:TEK) portfolio company.Innovative Eyewear launched their ChatGPT-enable Smart Eyewear and voice interface app earlier this year and has since inked new licensing agreements.Download the recently launched iOS Lucyd 2.0 app here.The company has signed licensing deals with lifestyle and fashion brands Reebook, Eddie Bauer, and Nautica.Harnessing Innovative Eyewear’s technology, consumers will soon be able to access ChatGPT through a voice interface built into smart eyewear branded by some of the world’s leading fashion brands. The ranges are set to be released later this year and promise a step change in the company’s distribution and revenue generation capabilities. Hosted on Acast. See acast.com/privacy for more information.
undefined
Aug 16, 2023 • 35min

Investing in the UK’s regional technology companies with Mercia Asset Management

The UK Investor Magazine Podcast was thrilled to welcome Dr Mark Payton, CEO of Mercia Asset Management, for a deep-dive into Mercia’s investment strategy and recent developments at the manager.AIM-listed Merica invests in regional UK companies with a focus on life sciences, creative industries and technology.Mercia started life with a £4m investment pool in 2007 which has grown to £1.4bn assets under management with investments in venture capital, private equity and debt.Mark explains the attractions of investing in the UK’s regional companies and the attributes of companies operating outside of London offer investors.We explore a number of Mercia’s portfolio companies and pay particular attention to the UK’s gaming sector.Find out more on the Mercia website here. Hosted on Acast. See acast.com/privacy for more information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app