Alan Green talks FTSE100 mining stocks, plus Cadence Minerals #KDNC, Itaconix #ITX & Mode Plc #MODE on the UK Investor Magazine podcast May 19, 2021 – Posted in: Blog

This week’s Podcast with Alan Green looks at Rolls Royce (LON:RR), Argo Blockchain (LON:ARB) and CVS group (LON:CVSG). Inflation is at the forefront of investors minds again with European equities, including the FTSE 100, sinking over fears of an increase in interest rates. Although central banks have made no indiction this will the case in the short term, it hasn’t stop markets sending bond yields higher. UK 10-year Gilts now yield 0.9% having only yielded…

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Alan Green talks FTSE100 mining stocks, plus Cadence Minerals #KDNC, Itaconix #ITX & Mode Plc #MODE on the UK Investor Magazine podcast May 12, 2021 – Posted in: Blog

Inflation has unnerved markets sending bond yields higher and shares higher. This Podcast addresses the dynamics around higher inflation and what it means for shares listed in London. Alan Green joins us to look at FTSE 100 Bond-proxies that have the characteristics of strong cash flows and reliable shareholder distributions and explore the outlook in an environment of rising bond yields. With multiple analysts and economists predicting a commodities super cycle, we touch on FTSE…

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Alan Green joins the UK Investor Magazine podcast to discuss the commodities super cycle – Mast Energy Developments #MAST, Advance Energy #ADV and Caerus Mineral Resources #CMRS May 6, 2021 – Posted in: Blog

Alan Green discussed the commodities super cycle on the UK Investor Magazine Podcast as it began at the beginning of 2021. Since then, major commodities indices have increased dramatically with copper touching 10 year highs and Oil breaching $70. Demand for commodities is increasing as economies reopen after the pandemic and under investment in commodity exploration and development has caught supply off guard leading to higher prices. This is particularly evident in Lumber markets which…

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Alan Green joins the UK Investor Magazine podcast as we discuss Lloyds #LLOY Persimmon #PSN Corcel #CRCL Catenae Innovation #CTEA and Versarien #VRS April 28, 2021 – Posted in: Blog

Alan Green joins the Podcast as we digest recent updates from FTSE 100 majors such as BP, WPP, Lloyds and Persimmon. The shares operate in some of the most cyclical industries including commodities, advertising, finance and house building. This broad spread means these companies provide vital insight into the health of the wider economy. While the recent updates from these companies were strong, the FTSE 100 is yet to breach 7,000 with any conviction, highlighting…

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Alan Green talks Coinbase & Mast Energy #MAST IPOs and markets, plus ECR Minerals #ECR, Blencowe Resources #BRES & Open Orphan #ORPH on UK Investor Magazine podcast April 14, 2021 – Posted in: Blog, Open Orphan (ORPH)

Alan Green joins the UK Investor Magazine Podcast as we await trading in Coinbase, the cryptocurrency dealing platform which could be valued at $100bn. The Coinbase IPO marks the move of cryptocurrencies to the mainstream and we question what it could mean for assets such as Bitcoin if investors view Coinbase’s listing as a ‘buy the rumour, sell the fact’ moment. Major investment banks and institutional investors have changed their stance on Crypto with this…

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Alan Green talks UK equity re ratings, plus Ananda Developments #ANA, Mosman Oil & Gas #MSMN & Kavango Resources #KAV on UK Investor Magazine podcast April 7, 2021 – Posted in: Blog

Recent data from the The Investment Association revealed UK retail investors took a further £1 billion out of UK Equity Funds in February. This means retail investors have removed a total of £18 billion from UK Equity Fund since 2016 and the decision to leave the EU. We question whether Retail investor are simply driven more by sentiment around the UK or misunderstand the composition of UK markets given the significant level of revenue earned…

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Alan Green on China & Equities, plus Echo Energy #ECHO, Union Jack Oil #UJO & Caerus Minerals #CMRS on UK Investor Magazine podcast March 26, 2021 – Posted in: Blog, Union Jack Oil (UJO)

Alan Green joins the Podcast as news filters through Burberry has been the first British luxury brand to feel the wrath of China over pressure on their human rights abuses. This follows similar action against Nike which sent the sports brand share price spiralling. In a Podcast packed full of commodities companies we look at the potential for China to damage the business model’s of FTSE 100 miners who export commodities from Australia to China.…

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Alan Green discusses markets, Power Metal Resources #POW, Coinsilium #COIN $CINGF & Non Fungible Tokens on UK Investor Magazine podcast March 17, 2021 – Posted in: Blog, Coinsilium (COIN)

Alan Green joins the UK investor Magazine Podcast for a broad ranging discussion around the most pressing factors in financial markets. We look at the equity markets and explore the threat of inflation in the medium term and whether investors should be concerned about a policy mistake by central banks that could derail the current equity market run. NFTs have grabbed headlines in recent weeks as artwork fetched $60 million at a recent auction by…

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