UK Investor Magazine
Could this be a future FTSE 100 stock?
Marks and Spencer and Severn Trent have released full year results and we dissect the headlines. We also explore the possibility of Avacta becoming a FTSE 100 share.
In addition, we discuss a company set to benefit from a lockdown trend.
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.
ITV, Compass Group and Vela Technologies with Alan Green
Alan Green joins the Podcast for our weekly instalment of UK equities and the key market themes driving investor returns.In this period of equity volatility we question whether now is the time to be buying the dips, or selling the highs. This of course is a short-term trading strategy but can benefit longer-term investors with entry points.ITV has produced a sold set of results which saw all business units enjoy an increase in revenue with theITV Studios business posting a 23% jump in revenue in Q1.Compass Group unveiled at £500m buy back sending shares 8% higher on Wednesday after it said the reopening of sporting venues and trends in catering outsourcing boosted sales. We look at their valuation and whether a lot of the good news is already priced.Vela Technologies is an investment company with a portfolio of listed and unlisted technology shares. Holdings include Mode and WeShop and is awaiting a number of liquidity events in their unlisted holdings that could provide a catalyst for a re-rating of the shares. Vela is currently trading at a deep discount to the NAV of their holdings.