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UK Investor Magazine Podcast – Barratt Developments, UK Economy and CryptoCurrencies with Alan Green

uk investor magazine podcast

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.

Barratt Developments, UK Economy and CryptoCurrencies with Alan Green

Tesco, Oil and Stagflation with Alan Green #TSCO #OTB #BHC

 

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.

Tesco, Oil and Stagflation with Alan Green

UK Investor Magazine – Electric Vehicles and Green Energy Metals Miners with Alan Green

uk investor magazine podcast

 

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: 53.2kg

-Lithium: 8.9kg

-Nickel: 39.kg

-Manganese: 24.5kg

-Cobalt: 13.3kg

-Graphite: 66.3kg

Roskill 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 predicted

109kg 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.

Electric Vehicles and Green Energy Metals Miners with Alan Green

Entain, UK buy outs and mineral company selection with Alan Green on the UK Investor Mag Podcast

 

Alan Green joins the UK investorInvestor 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.

Entain, UK buy outs and mineral company selection with Alan Green

UK Investor Magazine – UK Inflation, Restaurant Group and Iron Ore with Alan Green

Alan Green joins the Uuk investor podcast imageK 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.

 

UK Inflation, Restaurant Group and Iron Ore with Alan Green

FTSE 100 reshuffle, Just Eat, Morrisons #MRW, Aquis Exchange #AQX, ECR Minerals #ECR and more with Alan Green

Alan Green joins the UK Investor Magazine Podcast for discussion of UK equities and global markets.

We begin wuk investor podcast imageith looking at the companies subject to the most recent FTSE 100 reshuffle in Morrisons #MRW, Weir Group #WEIR, Meggitt #MGGT and Just Eat #JE.

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 #AQX 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 #ECR.

Alan Green talks house builders and recovery, plus Persimmon #PSN, Zenova Group #ZED and Echo Energy #ECHO on UK Investor Magazine podcast

Alan Green joins the UK Investor Magazine Podcast in the midst of the summer lull in market with holidaying traders meaning lower volumes across markets and tepid price action.

Nonetheless, we have received strong data from the ONS on UK house prices that confirmed what most in the market had already knew; Uk house prices have soared boosted by Stamp Duty Holidays and lack of supply.

We discuss Persimmon (LON:PSN), Zenova Group (LON:ZED) and Echo Energy (LON:ECHO).

UK Investor Magazine – Alan Green discusses US infrastructure bill, Ashtead #AHT, Deliveroo #ROO & ECR Minerals #ECR

The UK Investor Magazine Podcast is joined by Alan Green for our regular markets and UK equities debate.

The main topic of discussion from a macro perspective is the passing of the Infrastructure bill through the Senate. Although the bill faces the next hurdle at the House of Representatives, there is a significant level of optimism the world’s largest economy is set for an injection of fiscal stimulus.

We run through earnings from Deliveroo who posted a sharp jump in revenue but again failed to produce a profit and the latest updates from ECR Minerals.

We discuss Deliveroo (LON:ROO), Ashtead (LON:AHT) and ECR Minerals (LON:ECR).

UK Investor Magazine podcast – Taylor Wimpey, China and UK Banks with Alan Green

Alan Green joins the UK Investor Magazine for a broad discussion of UK Banks, China and results from Taylor Wimpey.

We discuss Natwest #NWG, LLoyds #LLOY, Taylor Wimpey #TW. and Mode #MODE.

Natwest and Lloyds reported after we looked at Barclays results on last week’s podcast and where largely similar in terms of earnings growth driven by a reversal of COVID provisions that ravaged profit last year.

Taylor Wimpey released bumper half year results which demonstrated the robustness of the UK housing market and we look at what investors can expect going forward.

We also pay attention to China and how relevant their growth story is as we emerge from the pandemic.

UK Investor Magazine podcast – Barclays, US Tech Stocks and Junior Miners with Alan Green

Alan Green joins the UK Investor Magazine Podcast for our latest instalment of UK equities and global markets. We discuss Barclays (LON:BARC), Power Metal Resources (LON:POW) and Tertiary Minerals (LON:TYM)

We start with looking at US Tech stocks in Apple and Alphabet and go through the numbers from their bumper quarterly updates. Both produced revenue figures that surpassed analyst estimates in a strong quarter for two of the world’s largest technology companies.

Given the strong results from Apple and Alphabet, we explore whether we may be reaching the top of the earnings cycle as we come out of the pandemic and if a period of weaker growth could cause waves in equities.

Barclays (LON:BARC) also reported a huge jump in profits as they released half year profits that rose to £5bn helped by the reversal of COVID provisions and strong investment banking activity. Barclays also increased their dividend and we look forward to what investors could expect from Barclays and other UK banks in terms of payouts in the future.

We also explore Power Metal Resources (LON:POW) and Tertiary Minerals (LON:TYM).

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