UK Investor Magazine podcast – Barclays, US Tech Stocks and Junior Miners with Alan Green July 28, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast for our latest instalment of UK equities and global markets. We discuss Barclays (LON:BARC), Power Metal Resources (LON:POW) and Tertiary Minerals (LON:TYM) We start with looking at US Tech stocks in Apple and Alphabet and go through the numbers from their bumper quarterly updates. Both produced revenue figures that surpassed analyst estimates in a strong quarter for two of the world’s largest technology companies. Given the strong…

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Alan Green discusses inflation, Barclays #BARC, Lloyds #LLOY & Open Orphan #ORPH on the UK Investor Magazine podcast July 14, 2021 – Posted in: Blog, Open Orphan (ORPH)

Alan Green joins the UK Investor Magazine Podcast to discuss Barclays (LON:BARC), Lloyds (LON:LLOY) and Open Orphan (LON:ORPH). UK inflation rose to 2.5% in June up from 2.1% in May. Fuel prices were a large component of the rises as oil prices increased having cratered last year. The FTSE 100 slipped in the wake of the announcement as sterling surged to highs of 1.3800 against the dollar. Those companies operating in the consumer space were…

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Alan Green talks markets, Ocado #OCDO, Kavango Resources #KAV and Watches of Switzerland #WOSG on UK Investor Magazine podcast July 6, 2021 – Posted in: Blog

Alan Green joins the UK Investor Magazine Podcast as we digest the latest update from the UK government on the reopening and removal of COVID-19 restrictions. With all UK restrictions set to be removed 19th July we explore what it could mean for markets and UK shares. On the announcement of the vaccine last year we saw a ‘buy everything’ move in stock markets that then evolved into value vs growth stock allocation. We explore…

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Alan Green talks Bitcoin, Berkeley Group #BKG, Mosman O&G #MSMN & Altona Rare Earths #ANR on UK Investor Magazine podcast June 23, 2021 – Posted in: Blog

Alan Green joins the Podcast for our weekly instalment of markets and UK equities. This Podcast starts by looking at Bitcoin and the factors driving the recent selloff. China has implemented restriction on Bitcoin that sent the price spiralling and we look at both sides of the argument around whether now is a time to buy. We explore Berkeley Group Holdings (LON:BKG) after the company updates the market on a bumper 2020 where the South…

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Alan Green talks inflation, BP #BP, Blue Prism #PRSM & Karelian Diamonds #KDR on UK Investor Magazine podcast June 16, 2021 – Posted in: Blog

We once more welcome Alan Green back to the UK Investor Magazine Podcast for our weekly exploration of UK equities and global markets. UK inflation was today’s topic of discussion before we drilled down into BP (LON:BP), Blue Prism (LON:PRSM) and Karelian Diamonds (LON:KDR). UK inflation rose to 2.1% in May as fuel, recreational goods and clothing helped prices higher as the economy reopened. A reading of 2.1% is marginally above the Bank of England’s…

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Alan Green talks Royal Mail Group #RMG, Destiny Pharma #DEST & ECR Minerals #ECR on the UK Investor Magazine podcast June 2, 2021 – Posted in: Blog

Alan Green joins the Podcast with Jonathan Roy for the weekly instalment of UK equities and market themes. With the FTSE 100 remaining stubbornly within a tight range, we look back at the appreciation we’ve seen in cyclical shares and whether investors should expect a greater proportion of their returns to be achieved from income in the form of dividends in the future. Financials, tobacco and some commodity shares are now yielding significantly above 5% and present…

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Alan Green talks British Land #BLND, Corcel #CRCL & Lexington Gold #LEX on the UK Investor Magazine podcast May 26, 2021 – Posted in: Blog

Alan Green joins the weekly Podcast to discuss a number of equities including British Land (LON:BLND) following the release of their results. The UK residential property market has defied calls for a collapse during the pandemic helped by government schemes such as reduction to Stamp Duty and a general reduction in supply. With the world now moving past the worst of the economic disruption, the UK property market is now entering a new chapter which…

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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 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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