UK Investor Magazine

We were thrilled to welcome Dr Clifford Gross, CEO at Tekcapital, to the Podcast for an overview of Tekcapital and their portfolio companies.Tekcapital has an extensive scientific network that helps identify and validate university technologies with large addressable markets.We discuss each of Tekcapital’s portfolio companies and look at the potential exit strategy for each.View Tekcapital's recent investor presentation here. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast for an in-depth discussion around the current market conditions and a selection of UK equities.We break down the current market dynamics and question whether we have seen a bottom in markets as investor sentiment improves.Royal Mail has changed their name after a torrid period of trading and a rather challenging outlook. Pressures from unions and falling volumes create a potentially toxic cocktail for the company and this has been reflected in the share price. Poolbeg Pharma have announced a bug step forward in their flagship project in the commencement of a trial for POLB 001, a strain agnostic, small molecule immunomodulator. GreenX Metals is creating a portfolio of metals with applications in clean technology. Their shares popped higher today as they begin a field program at their copper project in Greenland. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for our weekly instalment of markets and UK equities. UK GDP rose 0.5% in May dispelling fears about an impending recession, for now. The impact of bank holidays and a boost in travel spending drove the boost, despite ongoing fears of a cost of living crisis.We look at the current playbook for inflation and a potential snap back in markets.However, the boost in economic activity was missed by Wetherspoon that suffered a contraction in sales, albeit an improvement on prior quarters declines. The demographics of the Wetherspoon customer may be to blame as their core ale sales suffer while spirits grew.Bitcoin app Mode has had a torrid year during the crypto crash and we discuss recent activity at the activity. Revenue nearly tripled in 2021 but increases in their expenses meant continued cash burn.Golden Metal Resources is set for a spin out from Power Metal Resources and help crystalise valuation creation by the parent company. We outline the Golden Metal Resources portfolio and progress of the IPO.Watch the Power Metal Resources investor presentation here. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine was delighted to once again welcome Bill back to the Podcast following our Summer Investor Evening last week.Due to time constraints we weren’t able to deliver all of the questions from our online audience so Bill kindly joined us to address some great points from investors.Watch the full investor presentation here. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast as delve into Uk equites and the major factors moving markets. The Podcast is recorded with a backdrop of falling equites and we focus on a supporting factor for the FTSE 100 in oil. There is a lack of capacity at OPEC producers meaning there isn’t the option for increasing supply to help keep a lid on prices. We look at what this means for UK investors, as well as UK households. We run through B&M’s latest trading statement and how they could benefit from an economic downturn. B&M have opened new stores which bodes well for future revenue growth.Moonpig posted a huge jump in profits for the last year and we drill down into the figures and the outlook for a UK tech success. We finish by summarises the recent developments at Tertiary Minerals and Botswana Diamonds. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine team was delighted to welcome Bill Brodie Good, CEO at Alien Metals, to the Podcast ahead of our Summer Investor Evening this week. Register for your spot here.The Alien Metals CEO provides a comprehensive overview of the company and their key projects.Bill starts by detailing their Mexican and Australian jurisdictions and what attracts him to operations in the countries.We progress to Alien Metals’ individual projects. Alien Metals has a diverse portfolio of assets focused on PGMs, gold, silver, and iron ore. The Hancock iron ore has the potential to begin production next year which would provide significant cashflow to further grow Alien’s portfolio.Bill outlines Alien’s strategy and business model, and how they are navigating the challenges created by today’s markets.Bill Brodie Good will present at the UK Investor Magazine Summer Investor Evening. Register for your spot here. Hosted on Acast. See acast.com/privacy for more information.

Paul Johnson, CEO at Power Metal Resources, joins the UK Investor Magazine Podcast for a broad discussion around Paul’s feelings on current market conditions and recent developments at Power Metals.Register for the UK Investor Magazine Summer Investor EveningWe start with an overview of the current macro picture and how Paul sees metal prices moving through 2022.Our next focus is the Power Metal spinout strategy and we look at some of the individual companies set for an IPO this year.We explore the most important factors in the decision-making process when selecting which assets would be held in the new entities, and those retained in-house by Power Metal Resources.Given the nature of their strategy, we ask Paul if investors should view Power Metal Resources as an investment company managing a portfolio of assets, or one that’s targeting long term production?We finish by asking Paul which one project, and one metal, excites him the most?Paul will be presenting at the UK Investor Magazine Summer Investor Evening 30th June. Register for the UK Investor Magazine Summer Investor Evening Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and the global economic environment.We start by looking at the latest UK inflation data which jumped to a whopping 9.1% in May with predictions it will continue to rise through the summer. Our focus shifts to the market’s perception of this data and what it means for central bank action.With major central banks set for further interest rates hikes, there is a real risk of a recession both in the UK and US. However, there is plenty of room for easing after this which will be welcomed by the markets and could spark an equities rally. Berkeley Group Holdings shares stumbled in early trade after the Housebuilder said their margins were being squeezed by rising input prices and a lower mix of housing sales.We explore Coinsilium in a backdrop of crypto volatility and drill down into their blockchain operations.We finish with a rundown of Vela Technologies portfolio, especially a number of upcoming IPOs from their portfolio companies. Hosted on Acast. See acast.com/privacy for more information.

We were thrilled to welcome to Marc Kimsey, Senior Trader at Frederick & Oliver, to delve into the crypto markets and the Bitcoin and Ethereum outlook.A period of severe volatility in cryptocurrencies has seen Bitcoin retrace nearly 80% from its all time high, which has been a key level of support historically. This level sits around $14,000 while Bitcoin traded briefly beneath $18,000 over the weekend. As Bitcoin rebounds above $21,000 at the time of recording, Marc explores both the bear and bull case for cryptocurrencies. We look at Bitcoin’s growing financial infrastructure and the potential for a disorderly market caused by forced selling. We finish by looking at Frederick & Oliver’s Bitcoin and Ethereum trading offering for professional clients.Download Frederick & Oliver’s Bitcoin & Ethereum Report Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine as we delve into the recent market volatility and explore the outlook for equity markets. We start by looking at upcoming central bank action with the Federal Reserve and Bank of England poised to hike rates in the coming hours and days. Market expectations point to a 75 bps jump in US rates as the Federal Reserve meets this evening. Our focus shifts to the market perceptions of the tightening cycle and whether investors will take confidence from a ‘managed’ recession caused by rising rates, but allows for plenty of future easing with rates around 2%.Whitbread have been a major beneficiary of the economic reopening and enjoyed a 300% year-on-year increase in sales, helping shares rise 5% on the day.Kavango Resources is developing a series of projects in Botswana including the Kalahari Copper Belt and Ditau Camp project. We look at their recent updates and relationship with Power Metal Resources who are set to present at the UK Investor Magazine Summer Investor Evening 30th June.Register for the UK Investor Magazine Summer Investor Evening hereSovereign Metals are preparing to release an updated scoping study and we recap the key milestones to date and the significance of their Kasiya Titanium Rutile & Graphite project in Malawi. Hosted on Acast. See acast.com/privacy for more information.