UK Investor Magazine
FTSE 100 vs FTSE 250 and has Admiral got further to run?
With the Uk confirming the worst recession in history, we look at whether the disconnect between the equity markets and the real economy can persist.
We also discuss Two Shields Investments (TSI) and Strategic Minerals (SML).
The future of space and rocket advancement with Orbital Machines
The UK Investor Magazine Podcast is joined by CEO and Founder of Orbital Machines, Eivind Liland.Orbital Machinesis solving a major pain point for the micro launcher industry, building scalable electric motopump systems, ready to be implemented into aerospace and space applications.The Norwegian based company is providing an electric based solution for smaller launches in an overall private space industry that is estimated to worth $1.4 trillion by the 2030s.Although Orbital Machines are setting their sights on electric propellant pumps initially, Eivind outlined where he sees the business evolving with other components for rockets such as sensors and connectivity facilitators so rocket makers do not have to build everything from scratch.Eivind discusses what Space travel could look like in the future, including the need to produce propellant in space. He mentions his interest around mining in space and travel to further reaches of the solar system to sustain humanity.Orbital Machines are currently overfunding at Seedrs. Check out their campaign at Seedrs.com now: https://www.seedrs.com/orbital-machines
Unlocking value and harnessing growth in Vietnam with Vietnam Holding IT
The UK Investor Magazine Podcast is joined by Craig Martin, Chairman of Dynam Capital, manager of the Vietnam Holding (LON:VNH) Investment Trust. Vietnam was Asia's fastest growing economy in 2020, expanding 3%, so it is fitting Vietnam Holding was the best performing London-listed Investment Trust in May in terms of Net Asset Value. Vietnam's economy is becoming increasingly digital with many Vietnamese using smart phones for digital transactions, but with around 60% of the population still unbanked, there is significant opportunity for greater adoption as the middle class grows. Vietnam Holding provides exposure to the evolution in the Vietnamese economy through banking shares, but also steel and construction companies.The Vietnamese government is spending $119 billion on infrastructure in an effort to increase GDP through 2025.Despite Vietnam being a communist country, Craig highlights sentiment round Vietnam being a country of 100 million entrepreneurs and discusses the changes he has seen on the ground in his 27 years in the country. Find out more about Vietnam Holding on their website here.
Royal Mail, income investing and trade deals with Alan Green
Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes.With theFTSE 100 remaining stubbornlywithin a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future.Financials, tobacco and some commodity shares are now yielding significantly above 5% and present an attractive allocation possibility for investors.Havingsecured promotion to the FTSE 100we look at Royal Mail and the drivers behind the tremendous run in shares from below 150p to 600p. This was largely down to success inn parcel growth that could waver as the economy reopens so we question their growth strategy going forward.We discuss Royal Mail (LON:RMG), ECR Minerals (LON:ECR) and Destiny Pharma (LON:DEST).