{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b0fd1107b67904376d520f7/63fe05177c482e0011baca6b?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Travis Perkins, Cadence Minerals, and Kavango Resources with Alan Green","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/5b0fd1107b67904376d520f7/1528450062858-bed092fdeb27e812728e9e7b55a3d7a5.jpeg?height=200","description":"<p>Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets.</p><p><br></p><p>This week, we discuss:</p><p><br></p><ul><li><strong>Travis Perkins (LON:TPK)</strong></li><li><strong>Cadence Minerals (LON:KDNC)</strong></li><li><strong>Kavango Resources (LON:KAV)</strong></li></ul><p><br></p><p>We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely.</p><p><br></p><p>The first company we discuss is Travis Perkins and their full year results. Cost inflation has dogged numerous companies and Travis Perkins is not immune. Travis Perkins revenue rose 8.9% but operating profit margin was eroded by higher input prices.</p><p><br></p><p>Cadence Minerals has a broad portfolio which is broken down and attention paid to their current valuation.</p><p><br></p><p><a href=\"https://www.kemenycapital.com/research-note-cadence-minerals-feb-23/\" rel=\"noopener noreferrer\" target=\"_blank\">Download Kemeny Capital Cadence Minerals report.</a></p><p><br></p><p>We conclude with a look at Kavango Resources.</p>","author_name":"UK Investor Magazine"}