UK Investor Magazine
Moonpig, B&M European, and Oil with Alan Green
Alan Green joins the Podcast as delve into Uk equites and the major factors moving markets.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.We run through B&M’s latest trading statement and how they could benefit from an economic downturn. B&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.We finish by summarises the recent developments at Tertiary Minerals and Botswana Diamonds.
The pathway to production and beyond with Alien Metals
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.Register for your spot here.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.Register for your spot here.
Uranium, IPOs and Mining Cyclicality with Power Metal Resources’ Paul Johnson
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.Register for the UK Investor Magazine Summer Investor EveningWe 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 viewPowerMetal 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 onemetal, excites him the most?Paul will be presenting at the UK Investor Magazine Summer Investor Evening 30th June.Register for the UK Investor Magazine Summer Investor Evening
UK Inflation, Berkeley Group Holdings, and Vela Technologies 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.
Bitcoin, Ethereum, and the Crypto Outlook with Frederick & Oliver
We were thrilled to welcome to Marc Kimsey, Senior Trader atFrederick & Oliver, to delve into the crypto markets and the Bitcoin and Ethereum outlook.A period of severe volatility in cryptocurrencies has seenBitcoinretrace 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.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.We finish by looking at Frederick & Oliver’s Bitcoin and Ethereum trading offering for professional clients.Download Frederick & Oliver’s Bitcoin & Ethereum Report
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 beneficiaryof 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 withPower 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 hereSovereign Metalsare 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.
Titanium Rutile, Graphite and EVs with Sovereign Metals
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 confirmedSovereign’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.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 presentation at the UK Investor Magazine Metals & Mining Conference earlier this year.
Crossword Cybersecurity and Physiomics with Hybridan
The UK Investor Magazine Podcast was thrilled to welcome members of the Hybridan team Niall Pearson, Head of Corporate Broking & 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&A driven, or will we see organic growth from the current portfolio?Physiomics is leading oncology consultancy using proprietary Virtual TumourTMtechnology 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.
Stagflation, Burberry and Open Orphan with Alan Green
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.