UK Investor Magazine

Alan Green joins the Podcast as we drill down into the biggest themes in markets and a selection of UK shares.For this Podcast it would be hard to avoid the latest inflation data and what it means for a potential rate hike from the Bank of England this year. We explore what this could mean for markets.Alan has been watching Argo Blockchain and we delve into the latest developments and whether the valuation is justified. Having discussed Barratts last week we compare Bellway and their response to supply chain issues after a bumper set of results.MoneySuperMarket is also paid consideration and we give our views on how the business should evolve if investors are to see shares reach recent highs again. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast has the pleasure of presenting Marcus Love, a Partner at VC Love Ventures.Love Ventures operate an EIS Fund that focuses on UK PropTech and FinTech companies.We start by exploring the history of the fund and the founders who have a strong background in Angel Investing having backed some of the UK's most successful FinTech companies of recent years including Revolut, which is now the UK's highest valued private company.Their early success led to the establishment of Love Ventures and a portfolio of UK FinTech and PropTech companies for their Love Ventures EIS Fund I.There is consideration paid to the key themes they see opportunity in and the tax benefits available to High Net Worth Individuals and Sophisticated Investors. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for a broad discussion around the UK economy, NFTs and a selection of UK equities.Barratt Developments shares soared following a trading statement which was more upbeat than investor shad may be expected. The rest of the housebuilding sector rose in line with Barratts and we look at whether the environment is right for further share price increases. We explore the most recent set of UK economic data and whether an interest rate hike could derail general optimism in markets at the moment.With CryptoCurrencies still grabbing headlines we run through developments at Aquis-listed Coinsilium and the NFT market. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast is joined by Geoff Turral, the Founder of CarCloud.CarCloud is the app for the UK’s 33 million drivers to organise their cars in one place on their phones. We’ve got used to managing nearly every aspect of our lives remotely on our phones. But for most, car admin is spread across different websites, offline services, and a drawer at home stuffed full of car paperwork.We discuss the current environment for car ownership and the opportunity to streamline time consuming process. CarCloud are currently raising funds on Seedrs to propel their business forward and reach more users and begin monetisation. Please visit Seedrs below for more details. Capital at Risk. https://www.seedrs.com/carcloudcommunity Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the Podcast to discuss the tumbling equity market and a selection of shares for consideration. We start with the volatility in equity markets caused by rising oil prices, that only 24 hours ago were helping lift the FTSE 100 through BP and Shell.Fears are increasing rising energy prices could force central banks to tighten conditions just as the economy starts to falter. Tesco released a solid set of results alongside the announcement of a share buyback which helped lift shares 4%.We also discuss On The Beach and British Honey Company. Hosted on Acast. See acast.com/privacy for more information.

The UK Investor Magazine Podcast welcomes Andrew Aldridge, a Partner at Deepbridge Capital. Deepbridge Capital is the manager of a £200 million range of tax-efficient EIS and SEIS funds including the Deepbridge Life Sciences EIS, Deepbridge Life Sciences SEIS and Deepbridge Technology Growth EIS.Andrew joins the Podcast to focus on their Life Sciences funds which account for roughly £50m of their £200m investments.We discuss how the pandemic has increased investment in Life Sciences and Health Care as investors seek out opportunities in the evolving health care system.Andrew highlights a selection of companies Deepbridge have added to their portfolios and the key trends they see developing in the sector.We explore the most important factors Deepbridge consider when selecting for their portfolios and delve into the journey's of some of their portfolio companies. Hosted on Acast. See acast.com/privacy for more information.

By 2040, mineral demand for Electric Vehicles is predicted to be 21.5mt, the largest of all clean energy technologies. Electricity networks are predicted to demand 13.9mt.Norway has banned the sales of fossil fuel cars by 2025 but is set to meet that target a lot sooner. Other countries such as Italy still have plenty of space to improve as only 10% of cars sold are currently electric. The UK only recorded 8.4% of new registrations as EVs, according to AutoTrader.Cobalt, lithium and Nickel are the main metals used in the production of EV batteries.63kg of Graphite, 53kg of Copper and 39.9kg of Nickel is required in the manufacture of the average eclectic car.Minerals used in EV, according to the International Energy Agency:Copper: 53.2kgLithium: 8.9kgNickel: 39.kgManganese: 24.5kgCobalt: 13.3kgGraphite: 66.3kgRoskill Analysts predict Cobalt demand will rise to 270,000 tonnes per year by 2030, up from 141,000 in 2020.One of the world’s largest mine is operated by Glencore in the Democratic Republic Congo producing 30,000 tonnes a year.Nickel consumption totalled 2.5 million metric tonnes in 2020 and is predicted109kg of Molybdenum is needed per MW of electricity production from Offshore wind.Companies discussed:Kavango Resources (LON:KAV) have a number of projects including the Kalahari Suture Zone which is targeting a Nickel-Copper-Platinum resources similar to that of Norilsk in Russia.Blencowe Resources (LON:BRES) is developing the potentially low-cost Orom-Cross Graphite project in Uganda.Glencore (LON:GLEN) is the world’s largest Cobalt miner.Altona Rare Earth (LON:ANR) is explorer focused on Rare Earths that have applications in Clean Energy production.Power Metal Resources (LON:POW) has a broad portfolio of metals including Lithium exploration in Quebec. The company is planning a number of IPOs for their assets.Castillo Copper (LON:CCZ) is of course a copper explorer but has recently acquired Lithium assets.Cadence Minerals (LON:KDNC) operates a range of Lithium projects including a stake in Europe Metal Holdings (LON:EMH)Panther Metals (LON:PALM) is predominantly a gold play but is developing Coglia Nickel -Cobalt project.Tertiary Minerals (LON:TYM) has two copper projects and a selection of silver projects. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast to discuss the key themes in UK markets and explore individual equities. This week we look at the takeover offers for Entain and the wave of cash being deployed in the takeover and buy outs of UK companies. We then look at junior explorer Caerus Minerals.Entain is the latest UK company to be subject to takeover interest from a US entity. In this case it's mergers and acquisitions activity as the interested party is DraftKings. DraftKings has made a £16.4bn offer for the owner of Ladbrokes which saw Entain shares soar and pulled up the prices of other gambling shares on hopes of more interest in sector. William Hill was acquired by US-based Caesars in a near £3bn deal and Entain would be the latest UK gambling company snapped as the US gambling market develops.We look at the wider trend of US interest in UK companies and question the ramifications for Uk equity in the rest of 2021.Caerus Minerals has avoided the downturn in mining shares and we look at the merits of the company and their operations in Cyprus. Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of UK equities and global markets.We explore the impact and causes of the UK's highest inflation reading in nine years and what it could mean for the Bank of England.There is also results to digest from casual dining company Restaurant Group. The group owns Wagamamas which enjoyed a 21% increase in activity over the period but with shares up nearly 5x since their lows in 2020, we look at the viability of an entry at this point.We also discuss Cadence Minerals and the latest updates from their portfolio of investments and assets.Register for the UK Investor Magazine Virtual Technology Summit:https://ukinvestormagazine.co.uk/events/ Hosted on Acast. See acast.com/privacy for more information.

Alan Green joins the UK Investor Magazine Podcast for discussion of UK equities and global markets.We begin with looking at the companies subject to the most recent FTSE 100 reshuffle in Morrisons, Weir Group, Meggitt and Just Eat. The two companies promoted in Morrisons and Meggitt have been the recipients of take over offers that sent shares soaring, but it also means they may not be be hanging around in the FTSE 100 long before they are taken private. The Aquis Exchange has been the venue of choice for an increasing number of UK growth companies seeking a listing and the growth in the number of companies using the Aquis to IPO along with increasing activity in Europe has been reflected in the share price which has doubled over the past year.We finish by covering the latest updates from ECR Minerals.Sign up to the UK Investor Magazine Virtual Technology Summit here:https://ukinvestormagazine.lpages.co/uk-investor-magazine-technology-summit/ Hosted on Acast. See acast.com/privacy for more information.