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Alan Green on markets after Biden election, plus Mosman Oil & Gas #MSMN, Eddie Stobart #ESL & Destiny Pharma #DEST on UK Investor Mag podcast

Biden and the next chapter for global stock markets

Alan Green joins the UK Investor Magazine Podcast as Joe Biden is inaugurated as the President of the United States. Biden’s inauguration marks the next chapter for equity market, not only because of optimism surrounding stimulus promised by his administration, but because of the removal of the last great uncertainty of 2020.

With a Joe Biden Presidency, markets are now free of concerns over Trump’s unpredictability, which adds to the recent Brexit trade deal and the roll out of the COVID-19 vaccine in improving market sentiment.

However, with much of this positive news priced in, are markets now vulnerable to a correction with little fresh catalyst for upside on the horizon?

We also discuss Eddie Stobart (LON:ESL), Destiny Pharma (LON:DEST) and Mosman Oil & Gas (LON:MSMN).

Alan Green talks Eddie Stobart #ESL, Nostra Terra Oil & Gas #NTOG & Bidstack #BIDS on Vox Markets podcast

Alan Green discusses Eddie Stobart #ESL, Nostra Terra Oil & Gas #NTOG & Bidstack #BIDS with Justin Waite on the Vox Markets podcast. Interview is 33 minutes in.


Alan Green talks Ocado #OCDO, Eddie Stobart #ESL, Katoro Gold #KAT & i3 Energy #I3E on the UK Investor Magazine podcast

Supermarket shares are vulnerable to online entrants

Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites.

As Ocado #OCDO releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London.

Ocado trades at a materially higher price-to-sales ratio than the UK’s supermarkets and we explore whether this premium is due to Ocado’s technology offering or is it investors pricing in disruption to supermarket businesses in the future.

The UK high street has been decimated by the growth of online shopping, particularly for clothes, but will this spread into food and grocery retailing?

We also discuss Eddie Stobart Logistics #ESL, Katoro Gold #KAT and I3 Energy #I3E

Alan Green talks Classic Motorcycles, markets, OnTheMarket #OTMP, Eddie Stobart #ESL & Blencowe Resources #BRES on UK Investor Magazine podcast

Alan Green talks Classic Motorcycles, markets, OnTheMarket #OTMP, Eddie Stobart #ESL & Blencowe Resources #BRES on the UK Investor Magazine podcast. Link on the image to listen.

Alan Green discusses Eddie Stobart #ESL, Toople #TOOP & Power Metal Resources #POW on Vox Markets podcast


Alan Green discusses Eddie Stobart #ESL, Toople #TOOP & Power Metal Resources #POW with Justin Waite on the Vox Markets podcast. Interview starts at 29 minutes 27 seconds.

Vox Markets podcast – Open Orphan #ORPH, Blencowe Resources #BRES & Alan Green on #ESL, #BP & #UJO

Vox Markets podcast features Open Orphan #ORPH, Blencowe Resources #BRES & Alan Green on three stocks – Eddie Stobart #ESL, BP #BP & Union Jack Oil #UJO

Alan Green discusses ECR Minerals #ECR & Eddie Stobart #ESL on StockBox Research Talks

Alan Green a research specialist presents a compelling investment case for ECR Minerals #ECR & Eddie Stobart #ESL, two very different companies on StockBox Research Talks.

Alan Green talks San Leon Energy #SLE, Virgin Money #VMUK, Eddie Stobart #ESL & other stocks on Vox Markets podcast

Alan Green discusses San Leon Energy #SLE, Virgin Money #VMUK, Eddie Stobart #ESL & other stocks with Justin Waite on the Vox Markets podcast

Alan Green discusses Blencowe Resources #BRES, Kibo Energy #KIBO & Eddie Stobart #ESL on UK Investor Magazine podcast

Alan Green discusses Blencowe Resources #BRES, Kibo Energy #KIBO & Eddie Stobart #ESL with Jonathan Roy on the UK Investor Magazine podcast. Link on the image to go to. the podcast.

Andrew Hore – Quoted Micro 25 May 2020


Daniel Thwaites (THW) closed its pubs and hotels on 20 May and it will not pay a final dividend for 2019-20. Net debt was £65.4m at the end of March 2020 and there are £16.6m of spare bank facilities. Trading had been strong, and the predominance of freehold properties means that rent payments is not as big a concern as it is for some pub operators.

Housebuilder St Mark Homes (SMAP) had a NAV of 127p a share at the end of 2019. The share price is 87.5p. There is cash of £4.8m and the company intends to pay off its bond, which has a 6% coupon. In 2019, pre-tax profit dipped from £117,000 to £114,000.

KR1 (KR1) has raised $353,000 from the sale of RPL tokens, relating to the Rocket Pool, which is developing a proof-of-stake infrastructure service using Ethereum 2.0. The tokens were acquired for $0.21 each and sold at $1.67 each. The majority of the RPL tokens acquired are still held by KR1 even though there was a buyer for all of them. The takeover of digital asset custodian Volt Ltd has generated a further $244,000.

Rutherford Health (RUTH) has signed a framework agreement that will enable it to provide cancer treatment services to NHS trusts. The deal lasts an initial period of two years.

Altona Energy (ANR) has cancelled its open offer because the minimum amount was not raised. Instead, management is in discussions with three companies that could reverse into Altona. Cash will be required to cover the costs of a reverse takeover.

Trading has resumed in Lombard Capital (LCAP) shares. Lombard’s waste and recycling subsidiary is acquiring land in Preston for £1.08m. Lombard needs to issue more bonds in order to fully fund the purchase. Existing bond holders are swapping £507,000 worth into shares at 25p each and £320,000 has been raised from the exercise of warrants at 10p each. The current share price is 27.5p and it is more than five times the level it was two months ago. The site was previously used for recycling and Lombard will reapply for an environmental licence. It will be used for a waste to energy project and a plastic recovering plant.

Coinsilium Group Ltd (COIN) has been appointed as adviser to Kesholabs, a Kenya-based blockchain technology developer. Kesholabs is developing three applications that could be launched within 12 months.

Clean Invest Africa (CIA) says that CASA is set to resume limited operations after the lockdown in South Africa. CASA will produce test work and production of anthracite samples.

Ananda Developments (ANA) subsidiary DJT plants has met with the MHRA to discuss its plans to grow strains of cannabis. This is part of the licence application to grow medicinal cannabis. There will be further consultation with the UK authorities.

World High Life (LIFE) says that subsidiary Love Hemp has increased capacity for its LH Botanicals business.

IWEP is swapping part of its loan to Eight Capital Partners (ECP) into a 29.8% stake at 0.025p a share. Shares have also been issued to creditors to satisfy money owed.

First Sentinel (FSEN) has invested £270,000 in Stabiltech Biopharma as part of a £6m fundraising. The corporate finance subsidiary is advising the investee company on further fundraisings. The vaccine developer is developing a potential vaccine for COVID-19. Clinical trials should start in June.

Secured Property Developments (SPD) is still seeking property investments. There is £514,000 in the bank and net assets of £470,000.

All Star Minerals (ASMO0 has raised £80,000 at 0.02p a share and a further £170,000 is being sought. Ian Harebottle and Richard Lloyd, who both have mining experience, are joining the board.

NQ Minerals (NQMI) has raised £189,500 in placings at 7p a share and 7.5p a share. NQ has raised £340,000 in the past fortnight.

Shareholders have passed the resolution to consolidate 100 existing Wheelsure Holdings (WHLP) shares into one new share.

Sport Capital Group (SCG) has appointed Peterhouse as joint broker.

Engineering businesses consolidator Vulcan Industries is seeking admittance to the Aquis Stock Exchange. The focus is profitable metal fabrication and precision engineering businesses. First Sentinel is corporate adviser. The expected admission date is 1 June.


Renalytix AI (RENX) plans to gain a Nasdaq listing. The renal diagnostics company has not decided how much money it wants to raise. Renalytix AI has launched a joint venture to develop and produce COVID-19 antibody test kits.

STM (STM) subsidiary Carey has won a court case brought by a client. Adams v Carey related to a non-advisory SIPP taken out by Adams and an investment that he asked to be put in the SIPP. The investment performed poorly, and Adams claimed for loss of value. This case has been going on for more than two years.

Employee background checks provider ClearStar (CLSU) has launched a COVID-19 testing service that will help employers with back to work planning. That could attract additional clients for ClearStar’s services.

Imaging services provider IXICO (IXI) increased interim revenues from £3.43m to £4.56m and that helped to more than double profit from £215,000 to £475,000. There was cash of £6.66m at the end of March 2020. The order book is strong. It was £15.3m at the end of the interim period and more has been added since then. Data analysis from existing trials is continuing during the lockdown.

Tiziana Life Science (TILS) intends to demerge its genomics-based personalised medicine businesses into a separate quoted vehicle. This will enable the business to raise cash to develop the StemPrintER technology for the prediction of disease recurrence in breast cancer patients.

Tissue products developer Tissue Regenix (TRX) raised £14.6m at a share price of 0.25p. This was much-needed cash because existing funds were about to run out.

A share placing by Open Orphan (ORPH) at 11p a share raised £12m after expenses. This will help to finance services for COVID-19 vaccines and tests, as well as more laboratory facilities.

Digital TV technology provider Mirada (MIRA) has extended the term for its revolving credit facility by 12 months to the end of November 2021. Earlier this month, Mirada launched a lower cost version of its technology. Iris in Swift Mode is a pre-packaged platform.

Eddie Stobart Logistics (ESL) has acquired the Eddie Stobart brand from Stobart Group (STOB), which will have to change its name, for £10m. An annual fee of £3m was payable for the brand. This will be saved from now on. There have been some reductions in activity due to COVID-19, but grocery and e-commerce demand remain strong.

Cash shell Summerway Capital (SWC) has £5.55m in the bank as it continues to seek an acquisition.


Contango Holdings (CGO) has published a prospectus relating to the acquisition of the Lubu coal project. The potential deal was announced more than one year ago. A £1.4m placing at 5p a share in January will finance costs and initial investment in the Lubu project. Readmission is expected on 18 June.

The Takeover Panel Executive has denied Moss Bros (MOSB) bidder Brigadier’s attempt to lapse its offer. Brigadier has asked for the ruling to be reviewed.

Pure Gold Mining Inc (PUR) has secured a $15m investment at $1.52 a share. This will be invested in the Red Lake Mine.

Loans to Shefa Gems (SEFA) totalling £1.25m have been converted at a premium to the market price. The shares issued account for 14.5% of the enlarged share capital.

Andrew Hore

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