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UK Investor Magazine
MicroSalt’s Low Sodium Revolution and Leading the Safety Smart Eyewear Market with Tekcapital
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The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.
We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.
We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear’s latest launch: safety smart eyewear.
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Exploring GenIP’s AI models and enhancing research organisations’ technology transfer with Melissa Cruz
10:25|The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services.We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.Melissa provides deep insight into GenIP’s AI models and what differentiates them from existing services like ChatGPT.Generative AI, London IPOs, and ‘blockbuster’ MicroSalt newsflow with Tekcapital’s Clifford Gross
13:54|The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments. Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services. Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead.The future of UK solar and substantial shareholder distributions with NextEnergy Solar Fund
32:00|The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress.Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust CentreThe big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK’s target of 70GW capacity by 2035.Recurring revenues from Generative AI analytics services with GenIP’s Melissa Cruz
10:54|The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company’s growth plans on the morning of their AIM IPO.Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world’s leading research institutions.GenIP helps research organisations bridge the gap between technological discoveries and commercial viability. The potential market for GenIP runs into the thousands of organisations.Selecting neglected UK shares, takeovers, and a UK rerating with Temple Bar Investment Trust
35:18|The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.FTSE 100 outlook, GBP/USD, and the AI trade with City Index’s Fiona Cincotta
36:53|The UK Investor Magazine was delighted to welcome City Index’s Fiona Cincotta to the podcast for a deep dive into the FTSE 100, GBP/USD, Nvidia, and the key economic events for Q4.After the Fed signalled they would cut rates in September, we explore the market positioning for a rate cut and what will happen if they don’t (however unlikely that may be).Turning attention to the UK, Fiona discusses the GBP/USD rally, the factors behind it and whether the trend is still intact. We look at the FTSE 100 and the dynamics that could take London’s leading index to fresh all-time highs.We ask Fiona the $10 trillion question – is the AI trade over? We touch on Nvidia results, which were apparently not good enough to sustain a rally in the chip maker and the wider sector.With Labour’s first Budget coming up in October, Fiona outlines the key markets in the run-up to 30th October.We finish by earmarking the markets with the most potential for volatility going into the end of the year.The opportunity in e-waste recycling and the circular economy with Majestic Corporation
18:18|The UK Investor Magazine was delighted to welcome Peter Lai, CEO of Majestic Corporation, to the podcast for a deep dive into the emerging leader in sustainable circular economy solutions.Aquis-listed Majestic Corporation specialises in recycling and recovering precious and base metals from everyday materials that societies routinely discard. This includes electronics, catalytic converters, solar and battery materials.CEO Peter Lai outlines the benefits of recycling metals as opposed to mining, both from an environmental perspective, and from an economic perspective.Majestic Corporation has recently posted strong results for FY2023. Highlights include a 25% increase in revenue to US$29.4m and a 149% surge in profit before tax.Peter details Majestic’s growth strategy and what excites him the most about future developments for the company.Autonomous Vehicles, SaaS, and winning new customers with Guident's CEO Harald Braun
49:22|The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident.Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles.