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New UK Investor Magazine with our CEO Alan Green covering: EasyJet #EZJ, More Acquisition #TMOR

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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.

https://ukinvestormagazine.co.uk/eastjet-china-growth-and-inflation-with-alan-green/

New UK Investor Magazine Podcast: Pets at Home #PETS, Halfords # HFD and Harland & Wolff #HARL

investor

Alan Green joins the Podcast to dive into three Uk equities and the key themes driving markets this week.

We discuss:

  • 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?

Pets at Home, Halfords, and Harland & Wolff with Alan Green

New UK Investor Magazine podcast covering #China, Next #NXT, Glaxo #GSK, Sovereign Metals #SVML and ECR Minerals #ECR

investor

Alan Green joins the Podcast as we explore UK equities and key macro themes driving markets this week.

We discuss:

  • Next (LON:NXT)
  • GlaxoSmithKline (LON:GSK)
  • Sovereign Metals (LON:SVML)
  • ECR Minerals (LON:ECR)

We focus initially on the Chinese economy and how UK investors could play the end of the Zero COVID-19 policy, should recent rumours prove to have any weight to them.

Next is a fantastic bellwether for the UK economy and to see the retailer maintain their full year profit guidance, despite concerns around the health of the UK consumer.

GlaxoSmithKline sales have impressed the market with £7.8 billion sales in the third quarter, up 18% AER compared to the same period last year. We look deeper into the results and recent developments oil their pipeline of drugs.

We finish by looking at Sovereign Metal’s recent Titanium Rutile offtake agreement and ECR Minerals latest update.

New UK Investor Magazine Podcast – covering Rishi Sunak, Barclays #BARC, Reckitt Benckiser #RKT, Blencowe Resources #BRES and Kavango Resources #KAV

uk investor magazine podcast

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.

Barclays, Reckitt Benckiser, and Rishi Sunak with Alan Green

New UK Investor Magazine Podcast – Tesco #TSCO, First Class Metals #FCM and Deltic Energy #DELT

investor

Alan Green joins the UK Investor Magazine Podcast for discussion around key market themes and a number of UK equities.

We look at the FTSE 100 and the dynamics driving trade as markets access the progress of the UK government.

Tesco reported interims this morning and provided an insight into the health of the UK consumer and the battle between the traditional top 4 supermarkets and the discounters.

First Class Metals floated this year at 10p and now trade just beneath 15p following a raft of positives updates and corporate developments. As a shareholder, Alan outlines the company’s investment proposition.

UK Natural Gas has won the spotlight during the energy crisis and Deltic Energy have the potential to add to the UK’s supply if their exploration joint venture with Shell proves successful.

Tesco, First Class Metals, and Deltic Energy with Alan Green

New UK Investor Magazine podcast covering: Redrow #RDW – Bidstack #BIDS – Cleantech Lithium #CTL – Evriman #EVA

investor

In this Podcast we discuss:

  • Redrow (LON:RDW)
  • Bidstack (LON:BIDS)
  • CleanTech Lithium (LON:CTL)
  • Evrima (LON:EVA)

Register for the UK Investor Magazine Virtual Investor Conference 27th September here.

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.

Redrow, CleanTech Lithium, and Bidstack with Alan Green

New UK Investor Magazine Podcast – Covering Persimmon #PSN, Rio Tinto #RIO, M&G #MNG and Smart Metering Systems #SMS

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Alan Green joins the Podcast as we discuss the FTSE 100’s top dividend payers by yield and explore the possibility of these yields being maintained.

In times of volatility, investors seek yield to mitigate any potential loss of capital appreciation. However, historical yields of the FTSE 100’s top yielding companies may not be a reliable indication of future yields investors receive.

We look at Persimmon, Rio Tinto and M&G Investments and how their future dividend distributions could be impacted. We explore the earning outlook for each company and how their dividend policies may alter yields.

Our focus leans towards macro influences such as demand of natural resource during ongoing China lockdowns and how the UK housing market will dictate Persimmon dividends.

We finish by looking at Smart Metering Systems (LON:SMS) and the defensive nature of their stock operating in a fast growing market.

Exploring the FTSE 100’s Top Dividend Payers with Alan Green

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

investor

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

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

investor

 

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

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