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UK Investor Magazine Podcast – CEO Alan Green discusses UK Small Cap re rate, Cadence Minerals #KDNC, ECR Minerals #ECR
This Podcast explores potential scenarios for UK markets and the catalysts for a rerating of UK mid and small caps.
We discuss Cadence Minerals (LON:KDNC) and ECR Minerals (LON:ECR).
Alan outlines the valuation case for Cadence Minerals, given the current share price and the underlying value of their portfolio of mining assets.
ECR Minerals is proceeding with a more positive tone after a change of leadership. Alan provides an update on activities.
Alan Green joins the UK Investor Magazine Podcast to dive into this week’s key market themes. We look at the FTSE 100 and the China-exposed stocks leading the index higher on Tuesday.
China has announced they will be looking at increasing the rollout of vaccines to the over 65s. Such a move will help reopen the economy and boost headline global growth figures.
We discuss easyJet and More Acquisitions.
Alan Green joins the Podcast to dive into three Uk equities and the key themes driving markets this week.
- Pets at Home (LON:PETS)
- Halfords (LON:HFD)
- Harland & Wolff (LON:HARL)
We start by looking at the FTSE 100 and whether we could see all time highs in London’s leading index – at the same time the UK economy enters a recession.
Pets at Home and Halfords were big winners during the pandemic but their shares have drifted since. We crunch the numbers from their interim updates.
Harland & Wolff have received a game changing contract win for 3 battleships from the Ministry of Defence. We question how high Harland & Wolff shares could go?
UK Investor Magazine Podcast -CEO Alan Green discusses AstraZeneca, Georgia Capital and Vela Technologies
- AstraZeneca (LON:AZN)
- Georgia Capital (LON:CGEO)
- Vela Technologies (LON:VELA)
We start by looking at potential catalysts for markets as we move into the winter.
AstraZeneca has reported a solid set of third quarter results as the company sees the benefits of higher cancer drug sales.
Georgia Capital has been trading at deep discount to NAV and Alan outlines why he sees strength in the business going forward.
Vela Technologies shares jumped this week as they announced the IPO of a portfolio company on the NASDAQ.
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New UK Investor Magazine Podcast – covering Rishi Sunak, Barclays #BARC, Reckitt Benckiser #RKT, Blencowe Resources #BRES and Kavango Resources #KAV
The UK Investor Magazine is joined by Alan Green for a broad discussion around key market themes and a number of UK equities.
We start with a look at Rishi Sunak’s early moves as Prime Minister. He has moved to unify his party and made early progress in increasing confidence in UK assets. We look at what the future holds for him.
Barclays have enjoyed the benefits of higher interest rates and increased bond trading in the third quarter. However, the economic outlook is a cause for concerns and market sentiments echoed those of HSBC yesterday.
Reckitt Benckiser shares fell as Q3 sales rose but volumes fell. We explore what the coming months could mean for the consumer company.
We finish with the success of secondary placings in junior explorers Kavango Resources and Blencowe Resources.
ASOS #ASC, ECR Minerals #ECR, Technology Minerals #TM1, UK inflation, and Battery Metals with Alan Green – UK Investor Magazine podcast
Today, we focus on:
- ASOS (LON:ASC)
- ECR Minerals (LON:ECR)
- Technology Minerals (LON:TM1)
We start by looking at the UK’s 10.1% inflation reading and what it could mean for the FTSE 100 in the short term. The FTSE 100 is trading in a tight range and we look at the potential scenarios that could lead to a breakout.
ASOS shares rose after realising final results but the performance may not be as positive as today’s share price movement suggests. The company is struggling as the cost of living crisis takes hold and have had to seek credit lines.
ECR Minerals updated the market on their progress at the Creswick Project having drill a number of holes finding gold grade up to 0.7m @ 47.75 g/t Au.
Technology Minerals is driving forward with their plans to create a circular economy in battery metals with the proposed acquisition of Recyclus.
New UK Investor Magazine Podcast – UK housing and Barratt Development #BDEV, Brazil iron ore and Cadence Minerals #KDNC plus Dekel Agrivision #DKL
Alan Green joins the UK Investor Magazine Podcast to discuss the latest instalment of UK economy news and three UK equities.
- Barratt Developments (LON:BDEV)
- Cadence Minerals (LON:KDNC)
- Dekel Agri-Vision (LON:DKL)
Barratt Developments shares fell over 7% on Wednesday morning after the housebuilder released a gloomy outlook for the rest of the year. We discuss their results and the overall housing market.
Cadence Minerals’ flagship Amapa iron ore project in Brazilian is making progress and moving towards production. Alan updates on their latest developments and key fundamentals.
We finish with a look at African palm oil producer Dekel Agri-Vision.
New UK Investor Magazine podcast covering: Redrow #RDW – Bidstack #BIDS – Cleantech Lithium #CTL – Evriman #EVA
In this Podcast we discuss:
- Redrow (LON:RDW)
- Bidstack (LON:BIDS)
- CleanTech Lithium (LON:CTL)
- Evrima (LON:EVA)
Alan Green joins the Podcast for a deep dive into UK equities and global markets. We start by looking and the most recent instalments of inflation data from the US and UK.
In both circumstances CPI inflation fell from the prior month’s reading with the US falling to 8.3% and the UK dipping to 9.9%. However, the US reading of 8.3% was above estimates of 8.1% and at odds with the market’s pricing of equities in the run up to the announcement. US stocks posted the biggest declines since 2020 yesterday and we explore the potential playbook for investors going forward.
Redrow is a company particularly exposed higher interest rates and the cost of living crisis but has still managed to produce to 10% revenue increase in 2021. We look at how their shares could perform in the coming weeks and months.
Bidstack recently posted £2m profit for the first half, a dramatic increase from the same period a year prior. Given the huge potential for the company, we explore how Bidstack provide shareholder value in the future.
CleanTech Lithium released a resource upgrade yesterday and we drill down into the numbers and what investors can expect in the near future.
We finish by dissecting Evrima’s portfolio and the discount of their mining investments compared to the current share price.