UK Investor Magazine Podcast – Argo Blockchain, Bellway and UK Inflation with Alan Green October 21, 2021 – Posted in: Blog

Alan Green joins the Podcast as we drill down into the biggest themes in markets and a selection of UK shares. For this Podcast it would be hard to avoid the latest inflation data and what it means for a potential rate hike from the Bank of England this year. We explore what this could mean for markets. Alan has been watching Argo Blockchain and we delve into the latest developments and whether the valuation…

UK Investor Magazine Podcast – Barratt Developments, UK Economy and CryptoCurrencies with Alan Green October 13, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast for a broad discussion around the UK economy, NFTs and a selection of UK equities. Barratt Developments shares soared following a trading statement which was more upbeat than investor shad may be expected. The rest of the housebuilding sector rose in line with Barratts and we look at whether the environment is right for further share price increases. We explore the most recent set of UK…

Tesco, Oil and Stagflation with Alan Green #TSCO #OTB #BHC October 6, 2021 – Posted in: Blog

Alan Green joins the Podcast to discuss the tumbling equity market and a selection of shares for consideration. We start with the volatility in equity markets caused by rising oil prices, that only 24 hours ago were helping lift the FTSE 100 through BP and Shell. Fears are increasing rising energy prices could force central banks to tighten conditions just as the economy starts to falter. Tesco #TSCO released a solid set of results alongside…

UK Investor Magazine – Electric Vehicles and Green Energy Metals Miners with Alan Green September 29, 2021 – Posted in: Blog

By 2040, mineral demand for Electric Vehicles is predicted to be 21.5mt, the largest of all clean energy technologies. Electricity networks are predicted to demand 13.9mt. Norway has banned the sales of fossil fuel cars by 2025 but is set to meet that target a lot sooner. Other countries such as Italy still have plenty of space to improve as only 10% of cars sold are currently electric. The UK only recorded 8.4% of…

Entain #ENT, UK buy outs and mineral company selection with Alan Green September 22, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast to discuss the key themes in UK markets and explore individual equities. This week we look at the takeover offers for Entain and the wave of cash being deployed in the takeover and buy outs of UK companies. We then look at junior explorer Caerus Minerals. Entain is the latest UK company to be subject to takeover interest from a US entity. In this case it’s mergers…

UK Investor Magazine – UK Inflation, Restaurant Group and Iron Ore with Alan Green September 15, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of UK equities and global markets. We explore the impact and causes of the UK’s highest inflation reading in nine years and what it could mean for the Bank of England. There is also results to digest from casual dining company Restaurant Group. The group owns Wagamamas which enjoyed a 21% increase in activity over the period but with shares up…

FTSE 100 reshuffle, Just Eat, Morrisons #MRW, Aquis Exchange #AQX, ECR Minerals #ECR and more with Alan Green September 2, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast for discussion of UK equities and global markets. We begin with looking at the companies subject to the most recent FTSE 100 reshuffle in Morrisons #MRW, Weir Group #WEIR, Meggitt #MGGT and Just Eat #JE. The two companies promoted in Morrisons and Meggitt have been the recipients of take over offers that sent shares soaring, but it also means they may not be be hanging around in…

Alan Green talks house builders and recovery, plus Persimmon #PSN, Zenova Group #ZED and Echo Energy #ECHO on UK Investor Magazine podcast August 18, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast in the midst of the summer lull in market with holidaying traders meaning lower volumes across markets and tepid price action. Nonetheless, we have received strong data from the ONS on UK house prices that confirmed what most in the market had already knew; Uk house prices have soared boosted by Stamp Duty Holidays and lack of supply. We discuss Persimmon (LON:PSN), Zenova Group (LON:ZED) and Echo…

UK Investor Magazine – Alan Green discusses US infrastructure bill, Ashtead #AHT, Deliveroo #ROO & ECR Minerals #ECR August 11, 2021 – Posted in: Blog

The UK Investor Magazine Podcast is joined by Alan Green for our regular markets and UK equities debate. The main topic of discussion from a macro perspective is the passing of the Infrastructure bill through the Senate. Although the bill faces the next hurdle at the House of Representatives, there is a significant level of optimism the world’s largest economy is set for an injection of fiscal stimulus. We run through earnings from Deliveroo who…

UK Investor Magazine podcast – Taylor Wimpey, China and UK Banks with Alan Green August 4, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine for a broad discussion of UK Banks, China and results from Taylor Wimpey. We discuss Natwest #NWG, LLoyds #LLOY, Taylor Wimpey #TW. and Mode #MODE. Natwest and Lloyds reported after we looked at Barclays results on last week’s podcast and where largely similar in terms of earnings growth driven by a reversal of COVID provisions that ravaged profit last year. Taylor Wimpey released bumper half year results which…

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