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Alan Green talks Ocado #OCDO, Eddie Stobart #ESL, Katoro Gold #KAT & i3 Energy #I3E on the UK Investor Magazine podcast
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 discusses Mirriad #MIRI, i3 Energy #I3E, Polarean Imaging #POLX and Fair Oaks Income #FAIR on Vox Markets podcast
Alan Green and Justin Waite discusses Mirriad #MIRI, i3 Energy #I3E, Polarean Imaging #POLX & Fair Oaks Income #FAIR on the Vox Markets podcast. We also talk about: Open Orphan #ORPH & Vanguard’s FTSE U.K. Equity Income Index Fund – Accumulation.
Alan Green talks i3 Energy #I3E, Team 17 #TM17, Toople #TOOP, Brave Bison #BBSN & JD Sports #JD on Vox Markets podcast
Alan Green discusses i3 Energy #I3E, Team 17 #TM17, Toople #TOOP, Brave Bison #BBSN & JD Sports #JD with Justin Waite on the Vox Markets podcast. Interview is minutes seconds in.