Alan Green joins the Podcast as delve into Uk equites and the major factors moving markets.&nbsp; The Podcast is recorded with a backdrop of falling equites and we focus on a supporting factor for the FTSE 100 in oil. There is a lack of capacity at OPEC producers meaning there isn’t the option for increasing supply to help keep a lid on prices. We look at what this means for UK investors, as well as UK households.&nbsp; We run through B&amp;M’s latest trading statement and how they could benefit from an economic downturn. B&amp;M have opened new stores which bodes well for future revenue growth. Moonpig posted a huge jump in profits for the last year and we drill down into the figures and the outlook for a UK tech success.&nbsp; We finish by summarises the recent developments at Tertiary Minerals and Botswana Diamonds.

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

The UK Investor Magazine team was delighted to welcome Bill Brodie Good, CEO at Alien Metals, to the Podcast ahead of our Summer Investor Evening this week.&nbsp;<a href="https://ukinvestormagazine.leadpages.co/uk-investor-magazine-summer-investor-evening-2022/" rel="noopener noreferrer" target="_blank">Register for your spot here.</a> The Alien Metals CEO provides a comprehensive overview of the company and their key projects. Bill starts by detailing their Mexican and Australian jurisdictions and what attracts him to operations in the countries. We progress to Alien Metals’ individual projects. Alien Metals has a diverse portfolio of assets focused on PGMs, gold, silver, and iron ore. The Hancock iron ore has the potential to begin production next year which would provide significant cashflow to further grow Alien’s portfolio. Bill outlines Alien’s strategy and business model, and how they are navigating the challenges created by today’s markets. Bill Brodie Good will present at the UK Investor Magazine Summer Investor Evening.&nbsp;<a href="https://ukinvestormagazine.leadpages.co/uk-investor-magazine-summer-investor-evening-2022/" rel="noopener noreferrer" target="_blank">Register for your spot here.</a>

The pathway to production and beyond with Alien Metals

Paul Johnson, CEO at Power Metal Resources, joins the UK Investor Magazine Podcast for a broad discussion around Paul’s feelings on current market conditions and recent developments at Power Metals. <a href="https://ukinvestormagazine.leadpages.co/uk-investor-magazine-summer-investor-evening-2022/" rel="noopener noreferrer" target="_blank">Register for the UK Investor Magazine Summer Investor Evening</a> We start with an overview of the current macro picture and how Paul sees metal prices moving through 2022. Our next focus is the Power Metal spinout strategy and we look at some of the individual companies set for an IPO this year. We explore the most important factors in the decision-making process when selecting which assets would be held in the new entities, and those retained in-house by Power Metal Resources. Given the nature of their strategy, we ask Paul if investors should view&nbsp;Power&nbsp;Metal Resources as an investment company managing a portfolio of assets, or one that’s targeting long term production? We finish by asking Paul which one project, and one&nbsp;metal, excites him the most? Paul will be presenting at the UK Investor Magazine Summer Investor Evening 30th June.&nbsp; <a href="https://ukinvestormagazine.leadpages.co/uk-investor-magazine-summer-investor-evening-2022/" rel="noopener noreferrer" target="_blank">Register for the UK Investor Magazine Summer Investor Evening</a>

Uranium, IPOs and Mining Cyclicality with Power Metal Resources’ Paul Johnson

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.&nbsp; 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

We were thrilled to welcome to Marc Kimsey, Senior Trader at&nbsp;<a href="https://frederickandoliver.com/" rel="noopener noreferrer" target="_blank">Frederick &amp; Oliver</a>, to delve into the crypto markets and the Bitcoin and Ethereum outlook. A period of severe volatility in cryptocurrencies has seen&nbsp;<a href="https://ukinvestormagazine.co.uk/bitcoin-and-ether-tumble-as-investors-flee-from-crypto-assets/" rel="noopener noreferrer" target="_blank">Bitcoin</a>&nbsp;retrace nearly 80% from its all time high, which has been a key level of support historically. This level sits around $14,000 while Bitcoin traded briefly beneath $18,000 over the weekend.&nbsp; As Bitcoin rebounds above $21,000 at the time of recording, Marc explores both the bear and bull case for cryptocurrencies. We look at Bitcoin’s growing financial infrastructure and the potential for a disorderly market caused by forced selling.&nbsp; We finish by looking at Frederick &amp; Oliver’s Bitcoin and Ethereum trading offering for professional clients. <a href="https://ukinvestormagazine.lpages.co/fo-bitcoin/" rel="noopener noreferrer" target="_blank">Download Frederick &amp; Oliver’s Bitcoin &amp; Ethereum Report</a>

Bitcoin, Ethereum, and the Crypto Outlook with Frederick & Oliver

Alan Green joins the UK Investor Magazine as we delve into the recent market volatility and explore the outlook for equity markets.&nbsp; 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%. <a href="https://ukinvestormagazine.co.uk/whitbread-beats-market-expectations-with-303-8-yoy-total-sales-growth/" rel="noopener noreferrer" target="_blank">Whitbread have been a major beneficiary</a>&nbsp;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&nbsp;<a href="https://ukinvestormagazine.co.uk/power-metal-resources-to-carry-out-further-investigation-at-selta-project/" rel="noopener noreferrer" target="_blank">Power Metal Resources</a> who are set to present at the UK Investor Magazine Summer Investor Evening 30th June. <a href="https://ukinvestormagazine.leadpages.co/uk-investor-magazine-summer-investor-evening-2022/" rel="noopener noreferrer" target="_blank">Register for the UK Investor Magazine Summer Investor Evening here</a> <a href="https://ukinvestormagazine.co.uk/sovereign-metals-kicks-off-major-pfs-drill-program-at-kasiya/" rel="noopener noreferrer" target="_blank">Sovereign Metals</a>&nbsp;are preparing to release an updated scoping study and we recap the key milestones to date and the significance of their Kasiya Titanium Rutile &amp; Graphite project in Malawi.

Equities outlook, Whitbread, and Kavango Resources with Alan Green

We were thrilled to welcome Sapan Ghai, Chief Commercial Officer of Sovereign Metals, to the Podcast. Sapan joined us earlier in the year to introduce Sovereign Metals, since then the company has released a raft of significant news that has been transformational for the company. We start by discussing Sovereign’s key developments including the recent mineral resource estimate that confirmed&nbsp;Sovereign’s Kasiya resource in Malawi is the largest Titanium Rutile deposit in the world with some 1.8 billion tonnes. Sovereign Metal’s graphite resource shouldn’t be under estimated and we talk about applications for graphite flake and the importance of in the electric vehicle revolution.&nbsp; We finish with looking forward to what the rest of 2022, and beyond, holds for Sovereign Metals. For more information on Sovereign Metals, please watch their p<a href="https://ukinvestormagazine.co.uk/sovereign-metals-investor-presentation-february-2022/" rel="noopener noreferrer" target="_blank">resentation at the UK Investor Magazine Metals &amp; Mining Conference earlier this year.</a>

Titanium Rutile, Graphite and EVs with Sovereign Metals

The UK Investor Magazine Podcast was thrilled to welcome members of the Hybridan team Niall Pearson, Head of Corporate Broking &amp; Sales, and Derren Nathan, Head of Research. In this episode, we focus on Crossword Cybersecurity and Physiomics. Crossword Cybersecurity has a portfolio of five cyber security products and earns significant revenue from consulting activities. Niall outlines their product mix and how this provides synergies across the portfolio. Crossword has made acquisitions recently and question whether will growth be M&amp;A driven, or will we see organic growth from the current portfolio? Physiomics is leading oncology consultancy using proprietary Virtual TumourTM&nbsp;technology to provide personalised oncology treatments. Their technology enables treatments suited to each individual by mapping tumour growth and adjusting treatments accordingly. Physiomics sees record contract revenue in the six months to June with significant contracts wins demonstrating the stability of their treatments.

Crossword Cybersecurity and Physiomics with Hybridan

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