Alan Green talks Ocado #OCDO, Eddie Stobart #ESL, Katoro Gold #KAT & i3 Energy #I3E on the UK Investor Magazine podcast December 10, 2020 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites. As Ocado #OCDO releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London. Ocado trades at a materially higher price-to-sales ratio than the UK’s supermarkets and we explore whether this premium is due…

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Alan Green talks markets, Eddie Stobart #ESL, Arkle Resources #ARK & BrandShield #BRSD on the UK Investor Magazine podcast December 2, 2020 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast shortly after news the Pfizer vaccine will be rolled out in the UK over the next week. Market reaction was muted and we explore whether stocks have already priced in all the good news related to the economic reopening. We also discuss Arkle Resources (LON:ARK), Brand Shield (LON:BRSD) and Eddie Stobart (LON:ESL)

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Alan Green talks COVID stocks Novacyt #NCYT), Synairgen #SNG, Avacta #AVCT, plus Blue Prism #PRSM & Capita #CPI on the UK Investor Magazine podcast November 12, 2020 – Posted in: Blog

The UK Investor Magazine Podcast is joined by Alan Green for a run down of the dramatic moves in markets this week and exploration of scenarios going into the end of 2020. The Biden Presidential victory has been overshadowed by news from Pfizer had a breakthrough in the fight against COVID-19 with a vaccine demonstrating 90% effectiveness. We look at the sharp rally in markets and question the sustainability going forward. We discuss Novacyt (NCYT),…

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