he UK Investor Magazine Podcast was thrilled to welcome Daniel Major, CEO at GoviEx Uranium, for a deep-dive into uranium market dynamics and progress at GoviEx’s Madaouela and Muntanga projects.Register for GoviEx Uranium’s Investor Presentation 9th March here.Daniel provides a comprehensive overview of the global uranium market detailing the influences on both supply and demand, as well as his views on how the supply deficit will evolve in the coming years.We discuss GoviEx’s Madaouela project, looking first and the geology and then progress with arranging financing to take the asset to production.Daniel outlines ongoing conversations with offtakers including EDF Energy as he builds a picture of their timeline towards uranium extraction.We finish with an exploration of the ESG characteristics of GoviEx and their mining activities. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a deep dive into a selection of UK equities and the key market themes. We discuss:NatWest (LON:NWG)Tekcapital (LON:TEK)Logistics Development Group (LON:LDG)NatWest shares fell on Friday after the UK bank’s profit before tax grew to £5.1bn in 2022 from £3.9bn in the year prior. However it was their outlook that worried investors. We run through the numbers.Tekcapital’s Guident has signed a partnership to provide remote safety monitoring and human-in-the-loop supervision to Auve Tech’s new MiCa autonomous shuttle.We finish with a look at Logistics Development Group Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick & Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks.We start with a review of Frederick & Oliver’s top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of 2023.Having seen value in 2022, we discuss whether Marc’s approach has become more cautious as the FTSE 100 knocks on the door of 8,000.Marc outlines the importance of the Chinese economic reopening on the FTSE 100’s performance and the key stocks to watch should we see a wobble in their current plans. We discuss whether the influences on the FTSE 100 warrants a stock picking approach, or is it more appropriate to focus on broader sectors.We look at one of Marc’s favourite picks and run through the key fundamentals. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to be joined by Alan Green for our weekly instalment of UK equities and discussion around key market themes.Register for UK Investor Magazine Virtual ConferenceWe discuss:Barratt Developments (LON:BDEV)BP (LON:BP)Deltic Energy (LON:DLT)ECR Minerals (LON:ECR)We start by looking at the UK economy and a Think Tank prediction a UK recession will now be avoided. The FTSE 100 has reached new all-time highs above 7,900 – we look at the future trajectory for London’s leading index. We also the FTSE 250 and AIM, and the correlation with certain UK economic data points.After a torrid year for Barratt Developments shares in 2022, there was reason for optimism in this morning results after the homebuilder said they were encouraged by January sales figures. We delve into the numbers.BP confirmed bumper earnings for 2022 yesterday, as expected. We look at Barclay’s £10 price target and run through their key metrics.We finish with a look at Deltic Energy and ECR Minerals. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to welcome David Storm, Chief Investment Officer for British Isles and Asia at RBC Wealth Management. David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation. We start with an exploration of the current macro environment and discuss how deglobalisation is impacting growth due to supply-chain disruptions and increasingly hostile trade relations.This leads us into the inflationary environment and David explains why he thinks market expectations may be disconnected from reality as we move towards the end of the tightening cycle.We finish with a look at specific asset classes and equity sectors gaining the attention of RBC’s Multi-Asset portfolio managers. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was thrilled to welcome Fiinu (LON:BANK) for a deep-dive into their innovative FinTech products with a significant underserved market in the UK.We were joined by CEO Chris Sweeney and Founder Marko Sjoblom to explore their journey from gaining a banking license from FCA and PRA to listing Fiinu on London’s AIM.Fiinu joins a limited number of companies such as Monzo and Starling Bank in completing the major feat of obtaining a banking license.Fiinu are set to launch the ‘Plugin Overdraft’ which has the potential to provide millions of people in the UK with an overdraft. Traditional banks have locked a large number of consumers out of overdrafts and forced them to use services such ‘buy now, pay later’ which can be detrimental to credit files. Find out more about Fiinu here. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast as we delve into global equities and the key themes driving markets this week.We discuss:Shell (LON:SHEL)Amazon (NASDAQ:AMZN)Avacta (LON:AVCT)AQUIS (LON:AQX)We look at Shell’s record profits and what the company needs to do in future to support the share price. The company says it will invest their bumper profits in renewables, we question how realistic these claims are.Amazon is feeling the pressure of a slowing global economy reflected in stuttering growth in their international sales. We look at whether Amazon will be seen as a momentum stock or value stock going forward. Alan finishes by running through the latest news from Avacta and AQUIS. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was thrilled to be joined by Jonathan Daines, Found and CEO of lettingaproperty.com.Get more information on the lettingaproperty.com crowdfunding campaign here.lettingaproperty.com is digitalising UK letting processes and have attracted 20,000 landlords to their service to date.Having secured investment from institutional investors Mercia Asset Management, the company is now planning their next stage of growth and raising funds to deliver on their strategy. Jonathan details their journey so far and outlines the opportunity for investors in the digitalisation of the UK rental market. Hosted on Acast. See acast.com/privacy for more information.

We are joined by Alan Green for our regular deep dive into a selection of UK stocks and key market themes.We discuss:easyJet (LON:EZJ)Cadence Minerals (LON:KDNC)hVIVO (LON:HVO)Our discussion starts with a comparison of the UK’s FTSE 100 and FTSE 250 and the factors that could see the FTSE 250 outperform in 2023. We also make comparisons to US indices S&P 500 and NASDAQ.Cadence Minerals has completed the sale of their stake in the Yangibana Rare Earths project to Hastings. Cadence Minerals will receive 2.45 million shares of Hastings in return.We finish by discussing the latest updates at hVIVO. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast was thrilled to be joined by Harald Braun, Chairman of Guident, for broad discussion around the future of autonomous vehicles.Guident, a Tekcapital portfolio company, had developed technology that improves the safety of autonomous vehicles and is at the forefront making driverless transport a reality. We discuss Harald’s recent experience at CES and the validation Guident’s technology received from key industry players. Harald provides a comprehensive overview of Guident’s autonomous vehicle technology and details their applications. We finish with a exploration of the roadmap to a world with widespread use of autonomous vehicles and how Guident will be a part of this journey. Visit Guident’s website for more information. Guident is a Tekcapital portfolio company, visit the Tekcapital website here. Hosted on Acast. See acast.com/privacy for more information.