BT has scrapped its dividend to invest in the roll out of Fibre and 5G. We discuss the how Ocado's trade post lockdown and strength in Halfords cycling business. Sign up for the EQTEC plc investor presentation below: https://event.webinarjam.com/register/6/q7lvgs4

BT scraps their dividend while Halfords and Ocado adapt to the new economy

The UK Investor Magazine was thrilled to welcome Jeff Tweedy, CEO at Plant Health Care, for a deep dive into the food sustainability company. Plant Health Care has developed a suite of products which help boost crop yields by protecting them against the environment and parasites such as nematodes.&nbsp; Jeff details products including&nbsp;Harpin aß&nbsp;and&nbsp;Saori&nbsp;exploring the demand dynamics for each product. We look at Plant Health Care’s pipeline of new products and the new markets Jeff would like to enter in the pursuit of their target to reach $30 million revenue by 2025.

Improving food sustainability and increasing crop yields with Plant Health Care

The UK Investor Magazine Podcast is joined by Marc Kimsey, Head of Equities at Frederick&amp; Oliver, for dissection of the SVB-induced volatility and the opportunities and pitfalls presented by the current environment. We start with looking at the drivers of the recent volatility and explore the implications of SVB’s failure and how UK markets could be impacted going forward. With the FTSE 100 at 7,500 we look at where the index could go next and the potential catalysts for the next significant move. Marc provides a recap of Vodafone and insights into companies that may start to look attractive and the tactical approach to allocating capital.<h3> </h3> Register for our newsletter to receive the latest Podcasts in your inbox

Harnessing SVB Volatility with Frederick & Oliver

The UK Investor Magazine Podcast is joined by Alan Green as we delve into market gyrations in the wake of SVB’s failure. We also discuss a number of UK equities. We discuss: <ul><li>HSBC (LON:HSBA)</li><li>Power Metal Resources (LON:POW)</li><li>Tekcapital (LON:TEK)</li></ul> HSBC has stepped in to buy SVB’s UK arm and provide certainty to their deposit holders. This has avoided immediate contagion but investors a still clearly uncertain about the medium term consequences as the FTSE 100 drops another 2% in early trade on Monday. Tekcapital has announced MicroSalt has added another distributor in H Mart. H Mart will stock their SaltMe crisps. We also look at Power Metal Resources and their change of personnel. Paul Johnson will stand down as CEO, but will remain a part of the company.

HSBC buys SVB UK arm, Power Metal Resources and Tekcapital with Alan Green

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets. This week, we discuss: <ul><li>Travis Perkins (LON:TPK)</li><li>Cadence Minerals (LON:KDNC)</li><li>Kavango Resources (LON:KAV)</li></ul> We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely. 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. Cadence Minerals has a broad portfolio which is broken down and attention paid to their current valuation. <a href="https://www.kemenycapital.com/research-note-cadence-minerals-feb-23/" rel="noopener noreferrer" target="_blank">Download Kemeny Capital Cadence Minerals report.</a> We conclude with a look at Kavango Resources.

Travis Perkins, Cadence Minerals, and Kavango Resources with Alan Green

he UK Investor Magazine Podcast was thrilled to welcome Daniel Major, CEO at GoviEx Uranium, for a deep-dive into uranium market dynamics and progress at GoviEx’s Madaouela and Muntanga&nbsp;projects. <a href="https://ukinvestormagazine.lpages.co/goviex-presentation/" rel="noopener noreferrer" target="_blank">Register for GoviEx Uranium’s Investor Presentation 9th March here.</a> Daniel provides a comprehensive overview of the global uranium market detailing the influences on both supply and demand, as well as his views on how the supply deficit will evolve in the coming years. We discuss GoviEx’s Madaouela project, looking first and the geology and then progress with arranging financing to take the asset to production. Daniel outlines ongoing conversations with offtakers including EDF Energy as he builds a picture of their timeline towards uranium extraction. We finish with an exploration of the ESG characteristics of GoviEx and their mining activities.

 Uranium Market Dynamics and Bolstering Supply with GoviEx Uranium

Alan Green joins the UK Investor Magazine Podcast for a deep dive into a selection of UK equities and the key market themes.&nbsp; We discuss: <ul><li>NatWest (LON:NWG)</li><li>Tekcapital (LON:TEK)</li><li>Logistics Development Group (LON:LDG)</li></ul> NatWest shares fell on Friday after the UK bank’s profit before tax grew to £5.1bn in 2022 from £3.9bn in the year prior. However it was their outlook that worried investors. We run through the numbers. Tekcapital’s Guident has signed a partnership to provide remote safety monitoring and&nbsp;human-in-the-loop supervision to Auve Tech’s new MiCa autonomous shuttle.We finish with a look at Logistics Development Group

NatWest, Tekcapital, and the FTSE 100 at 8,000 with Alan Green

The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick &amp; Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks. We start with a review of Frederick &amp; Oliver’s top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of 2023. Having seen value in 2022, we discuss whether Marc’s approach has become more cautious as the FTSE 100 knocks on the door of 8,000. Marc outlines the importance of the Chinese economic reopening on the FTSE 100’s performance and the key stocks to watch should we see a wobble in their current plans.&nbsp; We discuss whether the influences on the FTSE 100 warrants a stock picking approach, or is it more appropriate to focus on broader sectors.We look at one of Marc’s favourite picks and run through the key fundamentals.

 A top pick and UK equity tactics with Frederick & Oliver

The UK Investor Magazine was delighted to be joined by Alan Green for our weekly instalment of UK equities and discussion around key market themes. <a href="https://ukinvestormagazine.co.uk/events/" rel="noopener noreferrer" target="_blank">Register for UK Investor Magazine Virtual Conference</a> We discuss: <ul><li>Barratt Developments (LON:BDEV)</li><li>BP (LON:BP)</li><li>Deltic Energy (LON:DLT)</li><li>ECR Minerals (LON:ECR)</li></ul> We start by looking at the UK economy and a Think Tank prediction a UK recession will now be avoided. The FTSE 100 has reached new all-time highs above 7,900 – we look at the future trajectory for London’s leading index. We also the FTSE 250 and AIM, and the correlation with certain UK economic data points. After a torrid year for Barratt Developments shares in 2022, there was reason for optimism in this morning results after the homebuilder said they were encouraged by January sales figures. We delve into the numbers. <a href="https://ukinvestormagazine.co.uk/bp-shares-jump-on-profit-surge-and-record-buyback/" rel="noopener noreferrer" target="_blank">BP confirmed bumper earnings for 2022 yesterday</a>, as expected. We look at Barclay’s £10 price target and run through their key metrics. We finish with a look at Deltic Energy and ECR Minerals.

Barratt Developments, BP, and Deltic Energy with Alan Green

The UK Investor Magazine was thrilled to welcome David Storm, Chief Investment Officer for British Isles and Asia at RBC Wealth Management.&nbsp; David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.&nbsp; We start with an exploration of the current macro environment and discuss how deglobalisation is impacting growth due to supply-chain disruptions and increasingly hostile trade relations. This leads us into the inflationary environment and David explains why he thinks market expectations may be disconnected from reality as we move towards the end of the tightening cycle. We finish with a look at specific asset classes and equity sectors gaining the attention of RBC’s Multi-Asset portfolio managers.

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BT scraps their dividend while Halfords and Ocado adapt to the new economy

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