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More Acquisitions #TMOR & Megasteel – Alan Green talks to Doc Holliday
More Acquisitions #TMOR & Megasteel – Alan Green talks to Doc Holliday
Markets and Stocks March 2023 – Doc Holliday talks to Alan Green
Markets and Stocks March 2023 – Doc Holliday talks to Alan Green. Doc and Alan discuss the Bloomberg article on former rogue trader Nick Leeson’s new role with the Red Mist Market Enforcement Unit to investigate financial misconduct. On the stocks front we discuss Versarien #VRS and how innovative companies need to raise money. We discuss ECR Minerals #ECR and Longboat Energy #LBE and briefly look at First Class Metals #FCM and Power Metal Resources #POW
January 2023 Investment Review – Alan Green talks to Ken Baksh
January 2023 Investment Review – Alan Green talks to Ken Baksh. Covering global markets, trends for 2023 and expected developments, the interview is published in conjunction with Ken’s investment report here
Ken’s outlook is best summarised with ‘Ken’s Tens’.
• Keep an overweight position in renewable/infrastructure, especially in investment trust (page 21).
• Favour value over growth generally-trade has further to run.
• Stay neutral/overweight in UK equities relative to your benchmark (page15).
• Overweight Far East,including China,Japan and other Asia (pages 16-19).
• Start switching large cap to small cap-valuation/performance.
• Start diversifying away from strong dollar.
• Overweight uranium relative to your commodity benchmark (page 21).
• Amongst UK sectors overweight telecom, health equipment, defence, tobacco and energy (pages 13-14),”not too ESG friendly,I am afraid”.
• Amongst UK sectors underweight luxury, motor related, most capital goods, consumer brands and food retail (pages 13-14).
• Within UK Fixed Interest prefer corporate bonds, preference shares, and zeroes to conventional gilts (page 21)-start rebuilding some fixed interest exposure,especially for cautious and balanced risk profiles.
Tertiary Minerals #TYM – Alan Green talks to Chairman Patrick Cheetham
Alan Green talks to Tertiary Minerals #TYM Chairman about the full year results and progress to date. Patrick looks at the group’s Zambia operations, including the Jacks Copper Project, and looks at the collaboration with multi billion dollar copper giant First Quantum Minerals #FQM in regard to Tertiary’s Mukai and Mushima North projects. We then look at Lubiula and Konkola West projects, before moving onto the group’s Brunton Pass Copper project in Nevada, USA. Patrick then looks at potential trigger points for the Tertiary share price and valuation ahead of a busy 2023.
