UK Investor Magazine
The cyclical opportunity in UK small and mid-cap shares with the Rights and Issues Investment Trust
Dan Nickols, head of strategy, UK small and mid-cap at Jupiter Asset Management and manager of the Rights and Issues Investment Trust delivers a compelling case for UK growth companies at a time when many stocks within the sector offer deep historical value.
Dan explains the current environment for UK small and mid-cap’s from a macro-economic perspective before outlining the specific companies he and his team have been adding to their portfolio in preparation for the cyclical recovery.
Jupiter Asset Management took over the Rights and Issues mandate last year and has since moulded the portfolio to their way of thinking while staying true to the investment philosophy that produced a 144% return over the past ten years.
We explore the trust’s positioning and blended top-down, bottom-up approach to stock selection. Dan highlights the highly concentration nature of the portfolio with just 23 high-conviction selections.
We finish with Dan’s outlook for UK small and mid-caps and catalysts for a recovery.
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A tactical approach to FTSE 350 sector allocation with Marc Kimsey33:49The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Director of F&O Research, for a broad discussion focused on the tactical approach to global equities.Register for the UK Investor Magazine Investor Conference at the London Stock Exchange Group (LSEG) 13th MarchWe explore the potential scenarios for UK and US equities in the coming months in the run-up to elections.Consideration is paid to interest rates and how the equity market may behave in reaction to upcoming decisions.Marc provides insights into a selection of UK equities highlighting FTSE 350 companies he feels are worth adding to a watchlist.We touch on Taylor Wimpey, Barclays, and JD Sports.Download Report: Two US Stocks Picks for 2024
Premier African Minerals, Avacta, Tekcapital and a Small Cap Round-up with Charles Archer42:10The UK Investor Magazine was delighted to welcome Charles Archer to the Podcast for a deep-dive into a selection of UK small-caps.Please register for the UK Investor Magazine Investor Conference at the London Stock Exchange here.We start with a market overview, including the influences of monetary policy on growth companies and what to expect from the upcoming budget.We discuss:Premier African Minerals (LON:PREM)Avacta (LON:AVCT)Tekcapital (LON:TEK)Golden Metal Resource (LON:GMET)Greatland Gold (LON:GGP)Acuity RM (LON:ACRM)hVIVO (LON:HVO)
Decarbonising the grid and creating stable renewable power supply with RheEnergise32:47The UK Investor Magazine was thrilled to be joined by Stephen Crosher, CEO and Co-Founder of RheEnergise, to discuss the company’s long-duration power storage technology designed to enhance and stabilise the distribution of renewable power.RheEnergise is revolutionising pumped hydro energy storage which turns small hills into giant batteries. RheEnergise has developed a high-density, low-viscosity liquid that enables the storage of power to be released in times of high energy demand.Stephen provides comparisons against other power storage methods including lithium batteries and traditional pumped hydro.RheEnergise are engaged with major players in the power industry and has a number of early facilities planned for 2024.The company is currently raising funds on Crowdcube as part of a wider funding round to scale the business in line with growth in power storage demand.Find out more on Crowdcube here.
The First FTSE AIM IPO of 2024 with MicroSalt’s Rick Guiney12:35The UK Investor Magazine was delighted to speak with Rick Guiney, CEO of MicroSalt plc, on the low-sodium technology company’s first day of dealing on London’s AIM.MicroSalt are the first company to be listed on London’s AIM in 2024.Rick details the health crisis associated with high-sodium consumption and how MicroSalt’s low-sodium technology can help prevent premature deaths.The World Health Organisation estimates £1.8m die each year due to the overconsumption of salt.MicroSalt is working with some of the world’s largest food companies to reformulate recipe ingredients to reduce sodium content using MicroSalt technology.
Reducing sodium consumption and cardiovascular disease with MicroSalt’s Judith Batchelar OBE22:45The UK Investor Magazine was delighted to welcome Judith Batchelar OBE, Non-Executive Chair of MicroSalt, for a fascinating conversation focused on reducing sodium intake, the health benefits of doing so, and the regulatory environment supporting action on salt.Judith started her career in biochemistry before spending 35 years in the food and food retail industry, serving as a director of Sainsbury and Safeway and in senior roles at Marks & Spencer. Judith is a Fellow of the Institute of Food Science and Technology and the President of the British Nutrition Foundation.Our discussion is dedicated to the millions of people who die prematurely each year from cardiovascular diseases and the actions undertaken by governments and businesses to help fight the overconsumption of sodium.The World Health Organisation has recently released research concluding every $1 spent reducing sodium intake can save $12 in healthcare costs treating people impacted by cardiovascular disease.MicroSalt has developed a low-sodium salt technology that reduces sodium in salt by up to 50% and has inked agreements with one of the world’s largest snack food companies, among many others.
GBP/USD, Oil, and UK Supermarkets with Fiona Cincotta36:25The UK Investor Magazine was thrilled to welcome Fiona Cincotta, Senior Market Analyst at City Index, to the podcast for a broad discussion about the biggest trading themes of early 2024.In this podcast, we focus on interest rates, oil, GBP/USD, UK supermarkets and US banks.We frame our conversation around market expectations and the hard results traders are likely to see from corporates and central banks in early 2024.Fiona provides potential trading scenarios for the key markets under discussion both from a fundamental and technical perspective.
The makings of multibagger shares with Stockopedia39:07The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, for a deep dive into the makings of multibagger shares.Download ‘The makings of a multibagger’ and explore 10 multibagging sharesMulti-Baggers – these are the stocks which can make a portfolio.Owning just one can transform your returns and lead to a great acceleration of personal wealth. Everybody looks abroad enviously at the US stock market, but in a very difficult decade for the UK economy, a selection of outstanding shares have dramatically beaten the market.Ed provides deep insight into the key characteristics driving the returns of multibagging shares and what investors should consider when buying high-growth companies.Careful attention is paid to the financial ratios and metrics shared by companies that produce returns many times the original investment.Download the full report here
Solar car parks, connecting to the grid, and EV charging with 3ti47:41The UK Investor Magazine was thrilled to be joined Tim Evans, CEO and Founder of 3ti, an award-winning B Corp specialising in solar power generation, storage and EV charging.Find out more on Crowdcube here.Their mission is to ‘Leave Something Better Behind’.3ti has established solar car park facilities for partners including Bentley, JPMorgan, NHS and MoD. The company has over 900 sales enquiries and is raising funds to meet this demand.The business’s economics are compelling. On average, 3ti’s solar car park produces £1,000 in energy cost savings per year per car parking space.In addition to its core services, the company is developing new vehicle-to-grid (V-to-G) technology. V-to-G enables power stored in electric vehicles to be supplied to the wider network, generating grid management fees.Tim explains the favourable regulatory environment and market opportunity for 3ti. The company is exploring expansion into the United States to meet burgeoning demand.3ti will be holding a series of webinars and investor open days.Register for 3ti’s Open Days and Webinars here.Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more
Creating a measurable impact with Centaur Robotics’ award-winning mobility vehicle24:43The UK Investor Magazine was delighted welcome Eric Kihlstrom, CEO of Centaur Robotics, for a deep-dive into their electric mobility vehicle designed to give people more freedom.Find out more about Centaur Robotics on Seedrs here.6 million people in the UK and 34 million in the US can’t walk 400 metres. Centaur’s mission is to provide an aesthetically pleasing mobility vehicle with a high level of agility that is able to manoeuvre in areas alternatives can’t.The management team includes executives with decades of experience at Ford and leading the UK government’s efforts in longevity and helping people in later life.The company has been engaged by Emirates Airlines to help boost bookings by providing a better customer experience for people with mobility impairment. Centaur’s aim is for their vehicles to be used on cruise ships, museums, and other public venues.The product has been displayed at the Victoria & Albert Museum, won various design awards, and received three grants from Innovate UK.One of Britain’s greatest Paralympic athletes, Tanni Grey-Thompson, is an ambassador and has said Centaur gives her “the freedom to do what you want, when you want.”The current Seedrs campaign will provide the funds to take their product to market and start generating revenue.