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cover art for Barclays' Q1 results drive shares higher as we discuss the BP dividend and promising updates from two small caps

UK Investor Magazine

Barclays' Q1 results drive shares higher as we discuss the BP dividend and promising updates from two small caps

In today's podcast we digest the Q1 updates from Barclays and BP, discussing the two sides of the argument for the continued maintenance of the BP dividend. Updates from Versarien and Tiziana Life Sciences provide insight on recent progress.

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  • Converting higher interest rates into a substantial dividend yield with the M&G Credit Income Investment Trust

    16:26
    The UK Investor Magazine was thrilled to welcome Adam English, Fund Manager of the M&G Credit Income Investment Trust, for a deep dive into the trust and the opportunity for investors to benefit from the higher interest rate environment.Adam employs a counter-cyclical approach to portfolio composition and focuses on private and public credit assets with floating rates.The trust pays a quarterly dividend at a rate of SONIA +4% which has gradually increased since the Bank of England started hiking rates.Visit the M&G Credit Income Investment Trust website.The M&G Credit Income Investment Trust is an investment-grade portfolio which means the portfolio is considered lower risk than other high-yield fixed income trusts.
  • UK Property Shares, Avacta, and ECR Minerals with Alan Green

    26:24
    The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast to discuss a selection of UK shares and the macroeconomic backdrop.We discuss:Barratt Developments (LON:BDEV)Avacta (LON:AVCT)ECR Minerals (LON:ECR)UK CPI inflation surprisingly fell to 6.7% in the year to August from 6.8% the month before. Expectations were for CPI read of 7%. We explore the consequences for housebuilding shares and the wider FTSE 250.Avacta made a landmark announcement yesterday on the clinical trials of their AVA6000 chemotherapy drug. Alan breaks the release down and what to look for in the coming weeks from Avacta.We finish with a look at the recent developments at ECR Minerals.
  • Electric Vehicles’ Next Frontier with Guident’s Harald Braun

    28:45
    Harald Braun, CEO fo Guident, joins the Podcast for a deep dive into autonomous vehicles (AVs) and electric vehicles (EVs). Guident is a Tekcapital (LON:TEK) portfolio company.The UK Investor Magazine is always appreciative of Harald Braun’s insights and we were thrilled to welcome him back to discuss what could be the next frontier in electric vehicles – regenerative shock absorbers.Guident has recently spun out its regenerative shock absorber technology into a new company, ReVive Energy Solutions. This is the focus of our conversation today.Regenerative shock absorbers harness natural vibrations and motions from a moving vehicle and converts it into charge to boost the range of the electric vehicle. Harald explains Guident’s shock absorbers could add around an additional 9 miles to a charge.Harald explains why they have taken the step to separate their autonomous vehicle safety technology from their regenerative shock absorbers and their plans over the next 12 months. We take a look at the size of the regenerative shock absorber market and recent tests with a tier-1 tire company.Find out more on the Guident website here
  • UK House Prices, Cadence Minerals and Tekcapital with Alan Green

    34:08
    The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast as we delve into UK markets and a selection of UK stocks.We discuss:Barratt Developments (LON:BDEV)Tekcapital (LON:TEK)Cadence Minerals (LON:KDNC)We start with a look at UK house prices and recent data from Nationwide and Halifax. With house prices falling the fastest since 2009, activity in the market is subdued and we explore the impact on Barratt Developments.Barratt’s completions fell in the last full year but we look forward to how they can benefit from the current downturn and deploy their £1bn cash pile.Tekcapital has issued numerous positive portfolio company updates and shares have reacted accordingly. We run through the updates, including this morning’s news from MicroSalt.We finish with a rundown of Cadence Minerals and the latest developments at their Mexcian lithium project.
  • The World's First ChatGPT-enabled Smart Eyewear and Broader Wearables Market with Innovative Eyewear

    20:24
    The UK Investor Magazine was thrilled to welcome Harrison Gross, CEO of Innovative Eyewear, for a deep dive into the world’s first ChatGPT-enabled Smart Eyewear and the wider wearables market.Innovative Eyewear (NASDAQ:LUCY) is a Tekcapital (LON:TEK) portfolio company.Innovative Eyewear launched their ChatGPT-enable Smart Eyewear and voice interface app earlier this year and has since inked new licensing agreements.Download the recently launched iOS Lucyd 2.0 app here.The company has signed licensing deals with lifestyle and fashion brands Reebook, Eddie Bauer, and Nautica.Harnessing Innovative Eyewear’s technology, consumers will soon be able to access ChatGPT through a voice interface built into smart eyewear branded by some of the world’s leading fashion brands. The ranges are set to be released later this year and promise a step change in the company’s distribution and revenue generation capabilities.
  • Investing in the UK’s regional technology companies with Mercia Asset Management

    35:18
    The UK Investor Magazine Podcast was thrilled to welcome Dr Mark Payton, CEO of Mercia Asset Management, for a deep-dive into Mercia’s investment strategy and recent developments at the manager.AIM-listed Merica invests in regional UK companies with a focus on life sciences, creative industries and technology.Mercia started life with a £4m investment pool in 2007 which has grown to £1.4bn assets under management with investments in venture capital, private equity and debt.Mark explains the attractions of investing in the UK’s regional companies and the attributes of companies operating outside of London offer investors.We explore a number of Mercia’s portfolio companies and pay particular attention to the UK’s gaming sector.Find out more on the Mercia website here.
  • Revolutionising wireless power transfer with Magnetika

    24:41
    The UK Investor Magazine was thrilled to welcome Eugeni Llagostera, CEO of Magnetika, for an exploration of their wireless power transfer technology.Visit Magnetika’s website to explore its technology.Magnetika, who is currently crowdfunding on Crowdcube, have developed a technology that enables the charging of devices from a greater distance than existing wireless charging. For example, you could have your mobile in your hand while it is still being charged.The technology has a wide range of applications and can be used to charge vehicles, although this isn’t in their immediate plans.Eugeni provides an overview of the business and the key market opportunities for Magnetika. He also highlights what he feels are the most exciting elements for investors.Find out more on Crowdcube here.
  • Apple, Amazon, and Harland & Wolff with Alan Green

    29:06
    Alan Green joins the Podcast to discuss Apple and Amazon’s earnings, and the US tech sector. We also provide and overview and analysis of Harland & Wolff.We discuss:Apple (NYSE:AMZN)Amazon (NYSE:AAPL)Harland & Wolff (LON:HARL)We explore the building disconnect between US tech share prices and the underlying economy, and question where the opportunity is for investors.Apple announced soggy iPhone sales, whereas Amazon’s AWS smashed expectations. Alan delves into the numbers and the implications for the wider market.Harland & Wolff has been busy winning contracts and we look at why the share price isn’t higher.
  • Horizontal Logistics and improving Direct-to-Consumer commerce with WeDeliver

    28:33
    The UK Investor Magazine was delighted to welcome Sahiba Patni, Co-Founder of WeDeliver, to explore their horizontal logistics business which is providing a convenience and delivery service across London.Visit the WeDeliver website and download the app.Sahiba explains the opportunity for WeDeliver and their investors to provide everyday convenience solutions across London. WeDeliver is not simply a delivery app but one that allows users to arrange everyday tasks through one of their operatives. WeDeliver also acts as a platform for local businesses to arrange the delivery of their goods to homes and other businesses.Sahiba provides an overview of their current crowdfunding campaign on Seedrs and outlines their future growth plan.Find out more about the WeDeliver Seedrs campaign here.