UK Investor Magazine
BT scraps their dividend while Halfords and Ocado adapt to the new economy
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.
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Harnessing SVB Volatility with Frederick & Oliver
The UK Investor Magazine Podcast is joined by Marc Kimsey, Head of Equities at Frederick& 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.Register for our newsletter to receive the latest Podcasts in your inbox
HSBC buys SVB UK arm, Power Metal Resources and Tekcapital with Alan Green
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:HSBC (LON:HSBA)Power Metal Resources (LON:POW)Tekcapital (LON:TEK)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.
Travis Perkins, Cadence Minerals, and Kavango Resources with Alan Green
Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets.This week, we discuss:Travis Perkins (LON:TPK)Cadence Minerals (LON:KDNC)Kavango Resources (LON:KAV)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.Download Kemeny Capital Cadence Minerals report.We conclude with a look at Kavango Resources.