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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 – Twitter #TWTR, Elon Musk, and Sovereign Metals #SVML with Alan Green

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Alan Green joins the Podcast for our weekly rundown of global markets and equities.

Equities are continuing to trade headline to headline as horrifying evidence of war crimes in Ukraine is met by further sanctions on Moscow. Market sentiment is also suffering from Federal Reserve rumblings around rate hikes this year.

Elon Musk has taken a near 10% stake in Twitter, driving the social media’s stock higher on the announcement.

We question whether this is the start of a period of dramatic change at Twitter that could see it take on tech heavy weights, or simply a passion investment for Musk.

Sovereign Metals yesterday released a bumper upgrade to their Kasiya Titanium Rutile resource, making it the largest Titanium Rutile asset in the world. We look at what we can expect from the company going forward.

Logistics Development Group has £131.9m in the bank which equates to 19p of cash per share. The current share price is 16p. We look at this massive disconnect and what it means for investors.

UK Investor Magazine Podcast – Discussing: Polymetal #POLY, Gfinity #GFIN, Cadence Minerals #KDNC and SpectrumX with Alan Green

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The UK Investor Magazine Podcast is joined by Alan Green for a discussion around UK equities and key market themes

Polymetal is recovering from a near 90% decimation of their share price as the Ukraine conflict started. We look at today’s corporate update and what it could mean for the company, and the Polymetal share price.

Gfinity is trading at 2.8x historical 12-month sales, after reporting £3.3m revenue for the most recent 6 month period. Comparing this valuation to peer Guild Esports suggests there is a potential discount in Gfinity.

Cadence Minerals have secured the sale of a Lithium asset which will provide Cadence with roughly £3m. This doesn’t mark a move away from Lithium, rather a realignment of their portfolio.

We also discuss SpectrumX who are currently preparing for an IPO in London.

UK Investor Magazine Podcast – Discussing inflation winners including Metro Bank #MTRO, Rio Tinto #RIO, Bidstack #BIDS with Alan Green

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The UK Investor Magazine was kindly joined by our good friend Alan Green for a rundown of the key markets themes and discussion around a number of UK equities.

UK inflation has hit 6.2% and a cost of living crisis is in full swing with everyday items and fuels cost soaring. It is evident from the fallers on the FTSE 100 today there is some concern among investors in companies linked to the health of UK household finances.

We questions whether this a knee-jerk reaction, or the pressure of these companies share prices could persist.

There is consideration paid to two shares we feel could be ‘inflation winners’. We have picked out two companies that are set to outperform the market in a period of higher inflation in Rio Tinto and Metrobank.

Bidstack has released a number of updates recently and we take a look at what this means for the company and access some of the strategic decisions made by the in-game native adverts provider.

Two Inflation Winners, Bidstack and Upcoming Events with Alan Green

New UK Investor Magazine Podcast out now with Alan Green

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Discussing Nickel, Battery Metals, and Greatland Gold with Alan Green

We also discuss Greatland Gold #GGP, Kavango Resources #KAV, Technology Minerals #TM1, Power Metal Resources #POW and ECR Minerals #ECR

Nickel, Battery Metals, and Greatland Gold with Alan Green

UK Investor Magazine Podcast: We discuss Persimmon #PSN Tertiary Minerals #TYM ECR Minerals #ECR with Alan Green

investor

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

The human tragedy of the conflict in Ukrainian is the most important and saddening part of the crisis and our thoughts are with everyone impacted.

We look at what the crisis means for market and companies listed in London.

Persimmon reported a bumper set of result on Wednesday and saw shares jump 6%. The housebuilder has seen a 7% increase in sales to 14,500 homes and will be benefitting from record high house prices above £260,000 reported by Nationwide.

Tertiary Minerals has a portfolio of mining assets across Nevada, Europe and Africa and we round up the latest developments at their projects.

We also cover the drilling campaign at ECR Minerals and take a look forward to further updates in the coming weeks.

Persimmon, Oil and Exploration Updates with Alan Green

UK Investor Magazine Podcast – Barclays, Rio Tinto, and Rising Rates with Alan Green – We cover Rio Tinto #RIO Barclays #BARC Mosman Oil and Gas #MSMN and Blencowe Resources #BRES

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The UK Investor Magazine Podcast is joined by Alan Green as we explore UK equites and key market themes.

We start by questioning the current narrative and if markets are underestimating the risk of rising rates as investor attention shifts to Eastern Europe.

Rio Tino is one of two FTSE 100 companies reporting record profits on Wednesday as rising commodity prices saw earnings soar and gave the board confidence to hike the dividend, making Rio Tinto one of the FTSE 100’s top dividend payers.

Barclays also reported record profits as the banking group enjoyed strong investment banking activity and the reversal of impairment charges. Income investors will be pleased Barclays is also raising their dividend.

Mosman Oil and Gas recently released a dramatic increase in production figures and has updated the market of developments at exploration projects concerned with Helium resources.

We cover the latest developments at Blencowe Resources which is working to supply the EV market.

Barclays, Rio Tinto, and Rising Rates with Alan Green

UK Investor Magazine Podcast – Greatland Gold #GGP, Geopolitics, and Technology Minerals #TM1 with Alan Green

Alan Green joins the Podcast for our weekly instalment of UK equities and key market themes.

As the Ukrainian-Russia crisis subsides, we look at whether the crisis was ever a real crisis and what it could mean for markets going forward.

With rampant inflation and the uncertainty surrounding a Russian invasion providing what should be the perfect recipe for a flight to the safe haven of gold, we explore what has happened to the yellow metal and why it has barely moved over the past two years and gained only 4% in the past decade.

Greatland Gold has discovered a world-class gold asset in the Haverion project but positive update after positive update has not been enough to see any sustained move in Greatland shares. Why look at what needs to happen to get the Greatland Gold share price moving.

Technology Minerals has received a bullish 7p price target in a research note by Arden Partners. With shares trading at 3.7p, we dig into the business and their circular economy operations.

Greatland Gold, Geopolitics, and Technology Minerals with Alan Green

UK Investor Magazine Podcast with Alan Green, discussing: GlaxoSmithKline #GSK, UK house prices, and Sovereign Metals #SVML

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Average UK house prices hit a record high of £276,759 in January according to data from Halifax. This is strong backdrop for Barratt Developments who updated the market with strong forward reservations and we discuss whether this will be enough to offset fears of a slowdown in the UK housing market.

GlaxoSmithKline reported a 5% increase in revenue for the last year helped by strong pharmaceutical sales. As a FTSE 100 heavy weight, we delve into the numbers and the shares outlook.

Sovereign Metals is the owner of a rare rutile asset that produces Titanium for a range of applications including white paint. The market issov awaiting a further assessment of their assets which could make their current £100m market cap look very good value.

BATM Advanced Communications is trading near year lows and we delve into their biomedical operations and explore potential value in the company.

 

GlaxoSmithKline, UK house prices, and Sovereign Metals with Alan Green

Sovereign Metals

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