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New UK Investor Magazine podcast- Taylor Wimpey #TW, Tekcapital #TEK & Kavango Resources #KAV

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The UK Investor Magazine Podcast is joined by Alan Green as we delve into this market’s key themes and a selection of UK equities.

We start by exploring the current rally in equities and whether it is a bear market rally, or something that can be sustained. Markets welcomed the recent instalment from the Fed which sparked a rally, sending the S&P 500 up 10% from the lows and the NASDAQ up 16%.

UK house prices rose 11% year-on-year in July as the housing market shrugged off cost-of-living crisis concerns. However, the Nationwide Chief Economist pointed to signs of a softening which hit housebuilding shares heavily yesterday.

Today, Taylor Wimpey shares bounced back following a strong first half update. We look at their results and outlook for the second half of the year.

Tekcapital released half year results last week following their presentation at the UK Investor Magazine Investor presentation in July. The company is to IPO a number of their portfolio companies in the coming months which could increase their portfolios NAV.

We cover the latest update by Kavango Resources on their activities in the Kalahari Copper Belt.

Taylor Wimpey, Tekcapital, and a Bear Market Rally with Alan Green

New UK Investor Magazine Podcast – Lloyds #LLOY, Rio Tinto #RIO, GreenX Metals #GRX and Power Metal Resources #POW

uk investor magazine podcast

 

We record this Podcast in the midst of earnings season with updates from blue chips companies flooding in from Europe as well as across the pond.

The earnings picture has been mixed, but notably better than investor sentiment would suggest. We discuss upcoming rate hikes from the Fed and market positioning ahead of their decision tonight.

In the current earnings season, US companies have consistently beaten on revenue but there have been misses on profitability.

We focus on Lloyds and Rio Tinto who both provide attractive dividends, but are being impacted in different ways but the current macro environment.

We finish by providing updates on two junior resource companies in Power Metal Resources and GreenX.

Lloyds, Rio Tinto and the European Earnings Season with Alan Green

UK Investor Magazine Podcast – Covering Royal Mail #RMG Poolbeg Pharma #POLB & GreenX Metals #GRX

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Alan Green joins the Podcast for an in-depth discussion around the current market conditions and a selection of UK equities.

We break down the current market dynamics and question whether we have seen a bottom in markets as investor sentiment improves.

Royal Mail has changed their name after a torrid period of trading and a rather challenging outlook. Pressures from unions and falling volumes create a potentially toxic cocktail for the company and this has been reflected in the share price.

Poolbeg Pharma have announced a bug step forward in their flagship project in the commencement of a trial for POLB 001, a strain agnostic, small molecule immunomodulator.

GreenX Metals is creating a portfolio of metals with applications in clean technology. Their shares popped higher today as they begin a field program at their copper project in Greenland.

 

Improving Sentiment, Royal Mail, and Copper with Alan Green

New UK Investor Magazine Podcast – UK GDP, Wetherspoons #JDW, Golden Metal Resources #GMT, Power Metal Resources #POW, Mode with Alan Green

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Alan Green joins the UK Investor Magazine Podcast for our weekly instalment of markets and Uk equities.

UK GDP rose 0.5% in May dispelling fears about an impending recession, for now. The impact of bank holidays and a boost in travel spending drove the boost, despite ongoing fears of a cost of living crisis.

We look at the current playbook for inflation and a potential snap back in markets.

However, the boost in economic activity was missed by Wetherspoon that suffered a contraction in sales, albeit an improvement on prior quarters declines. The demographics of the Wetherspoon customer may be to blame as their core ale sales suffer while spirits grew.

Bitcoin app Mode has had a torrid year during the crypto crash and we discuss recent activity at the activity. Revenue nearly tripled in 2021 but increases in their expenses meant continued cash burn.

Golden Metal Resources is set for a spin out from Power Metal Resources and help crystalise valuation creation by the parent company. We outline the Golden Metal Resources portfolio and progress of the IPO.

UK GDP, Wetherspoons, and Mode with Alan Green

UK Investor Magazine Podcast – Moonpig, B&M European, and oil with Alan Green

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Moonpig, B&M European, and oil with Alan Green

We discuss Moonpig #MOON, B&M European #BME, Tertiary Minerals #TYM and Botswana Diamonds #BOD

Moonpig, B&M European, and oil with Alan Green

UK Inflation, Berkeley Group Holdings #BKG, Coinsilium #COIN and Vela Technologies #VELA with Alan Green

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and the global economic environment.

We start by looking at the latest UK inflation data which jumped to a whopping 9.1% in May with predictions it will continue to rise through the summer. Our focus shifts to the market’s perception of this data and what it means for central bank action.

With major central banks set for further interest rates hikes, there is a real risk of a recession both in the UK and US. However, there is plenty of room for easing after this which will be welcomed by the markets and could spark an equities rally.

Berkeley Group Holdings shares stumbled in early trade after the Housebuilder said their margins were being squeezed by rising input prices and a lower mix of housing sales.

We explore Coinsilium in a backdrop of crypto volatility and drill down into their blockchain operations.

We finish with a rundown of Vela Technologies portfolio, especially a number of upcoming IPOs from their portfolio companies.

UK Inflation, Berkeley Group Holdings, and Vela Technologies with Alan Green

UK Investor Magazine podcast – Alan Green discusses markets, Whitbread #WTB, Kavango Resources #KAV & Sovereign Metals #SVML

Equities outlook, Whitbread, and Kavango Resources with Alan Green

Alan Green joins the UK Investor Magazine as we delve into the recent market volatility and explore the outlook for equity markets.

We start by looking at upcoming central bank action with the Federal Reserve and Bank of England poised to hike rates in the coming hours and days. Market expectations point to a 75 bps jump in US rates as the Federal Reserve meets this evening. Our focus shifts to the market perceptions of the tightening cycle and whether investors will take confidence from a ‘managed’ recession caused by rising rates, but allows for plenty of future easing with rates around 2%.

Whitbread have been a major beneficiary of the economic reopening and enjoyed a 300% year-on-year increase in sales, helping shares rise 5% on the day.

Kavango Resources is developing a series of projects in Botswana including the Kalahari Copper Belt and Ditau Camp project. We look at their recent updates and relationship with Power Metal Resources who are set to present at the UK Investor Magazine Summer Investor Evening 30th June.

Register for the UK Investor Magazine Summer Investor Evening here

Sovereign Metals are preparing to release an updated scoping study and we recap the key milestones to date and the significance of their Kasiya Titanium Rutile & Graphite project in Malawi.

UK Investor Magazine Podcast, we discuss #stagflation, Burberry #BRBY Open Orphan #ORPH & Tertiary Minerals #TYM

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The UK Investor Magazine is joined by Alan Green for a rundown of key market themes and Uk equities.

We start by looking at Stagflation at the implications for the UK economy and markets. Stagflation is a period of rising inflation, economic contraction, and rising unemployment.

The UK satisfies the first two of these, however, unemployment remains robust. We look at whether rising inflation will soon hit jobs activity and what it could mean for equities.

We also discuss the relationship between the FTSE 100 and US indices and how this may develop if we see recession in the US.

Burberry has posted a respectable set of results and is proving a possible choice for income investors. Margins have improved with sales as the luxury brand jumps back from COVID.

Open Orphan’s valuation is worth attention. One could argue the current market cap doesn’t pay justice to their revenue growth and forecast profitability.

We update on the latest from Tertiary Minerals and their portfolio of assets including a selection in Nevada and Nambia.

Stagflation, Burberry and Open Orphan with Alan Green

UK Investor Magazine podcast, Alan Green discusses markets, ITV #ITV, Compass Group #CPG and Vela Technologies #VELA, incl its investee companies Northcoders #CODE & Skillcast #SKL

Investor Mag podcast, Alan Green discusses markets, ITV #ITV, Compass Group #CPG and Vela Technologies #VELA, incl its investee companies Northcoders #CODE & Skillcast #SKL

 

ITV, Compass Group and Vela Technologies with Alan Green

UK Investor Magazine podcast with Alan Green covering Lloyds #LLOY, GlaxoSmithKline #GSK and two IPOs Lift Global Ventures #LFT and SpectrumX #SpecX

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UK Investor Magazine podcast with Alan Green covering Lloyds #LLOY, GlaxoSmithKline #GSK and two IPOs Lift Global Ventures #LFT and SpectrumX #SpecX

Lloyds, GlaxoSmithKline, and two IPOs with Alan Green

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