The UK Investor Magazine was thrilled to welcome Jeff Tweedy, CEO at Plant Health Care, for a deep dive into the food sustainability company. Plant Health Care has developed a suite of products which help boost crop yields by protecting them against the environment and parasites such as nematodes.  Jeff details products including Harpin aß and Saori exploring the demand dynamics for each product. We look at Plant Health Care’s pipeline of new products and the new markets Jeff would like to enter in the pursuit of their target to reach $30 million revenue by 2025. H ..read more

The UK Investor Magazine Podcast is joined by Marc Kimsey, Head of Equities at Frederick& Oliver, for dissection of the SVB-induced volatility and the opportunities and pitfalls presented by the current environment. We start with looking at the drivers of the recent volatility and explore the implications of SVB’s failure and how UK markets could be impacted going forward. With the FTSE 100 at 7,500 we look at where the index could go next and the potential catalysts for the next significant move. Marc provides a recap of Vodafone and insights into companies that may start to look attra ..read more

The UK Investor Magazine Podcast is joined by Alan Green as we delve into market gyrations in the wake of SVB’s failure. We also discuss a number of UK equities. We discuss: HSBC (LON:HSBA) Power Metal Resources (LON:POW) Tekcapital (LON:TEK) HSBC has stepped in to buy SVB’s UK arm and provide certainty to their deposit holders. This has avoided immediate contagion but investors a still clearly uncertain about the medium term consequences as the FTSE 100 drops another 2% in early trade on Monday. Tekcapital has announced MicroSalt has added another distributor in H Mart. H Mart will stoc ..read more

Alan Green joins the UK Investor Magazine Podcast for our regular instalment of companies and markets. This week, we discuss: Travis Perkins (LON:TPK) Cadence Minerals (LON:KDNC) Kavango Resources (LON:KAV) We start with exploring the current FTSE 100 trading range and whether a break to the upside, or downside, is more likely. The first company we discuss is Travis Perkins and their full year results. Cost inflation has dogged numerous companies and Travis Perkins is not immune. Travis Perkins revenue rose 8.9% but operating profit margin was eroded by higher input prices. Cadence Mine ..read more

he UK Investor Magazine Podcast was thrilled to welcome Daniel Major, CEO at GoviEx Uranium, for a deep-dive into uranium market dynamics and progress at GoviEx’s Madaouela and Muntanga projects. Register for GoviEx Uranium’s Investor Presentation 9th March here. Daniel provides a comprehensive overview of the global uranium market detailing the influences on both supply and demand, as well as his views on how the supply deficit will evolve in the coming years. We discuss GoviEx’s Madaouela project, looking first and the geology and then progress with arranging financing to take the as ..read more

Alan Green joins the UK Investor Magazine Podcast for a deep dive into a selection of UK equities and the key market themes.  We discuss: NatWest (LON:NWG) Tekcapital (LON:TEK) Logistics Development Group (LON:LDG) NatWest shares fell on Friday after the UK bank’s profit before tax grew to £5.1bn in 2022 from £3.9bn in the year prior. However it was their outlook that worried investors. We run through the numbers. Tekcapital’s Guident has signed a partnership to provide remote safety monitoring and human-in-the-loop supervision to Auve Tech’s new MiCa autonomous shuttle. We fin ..read more

The UK Investor Magazine Podcast is once more joined by Marc Kimsey, Head of Equities at Frederick & Oliver, for deep dive into his tactical approach to FTSE 100 and global stocks. We start with a review of Frederick & Oliver’s top picks for 2023 and the factors driving returns. The conversation moves on to some individual names and sectors that have rallied sharply in the first months of 2023. Having seen value in 2022, we discuss whether Marc’s approach has become more cautious as the FTSE 100 knocks on the door of 8,000. Marc outlines the importance of the Chinese economic reopen ..read more

The UK Investor Magazine was delighted to be joined by Alan Green for our weekly instalment of UK equities and discussion around key market themes. Register for UK Investor Magazine Virtual Conference We discuss: Barratt Developments (LON:BDEV) BP (LON:BP) Deltic Energy (LON:DLT) ECR Minerals (LON:ECR) We start by looking at the UK economy and a Think Tank prediction a UK recession will now be avoided. The FTSE 100 has reached new all-time highs above 7,900 – we look at the future trajectory for London’s leading index. We also the FTSE 250 and AIM, and the correlation with certain UK eco ..read more

The UK Investor Magazine was thrilled to welcome David Storm, Chief Investment Officer for British Isles and Asia at RBC Wealth Management.  David provides a comprehensive assessment of the global economy before discussing RBC’s approach to capital allocation.  We start with an exploration of the current macro environment and discuss how deglobalisation is impacting growth due to supply-chain disruptions and increasingly hostile trade relations. This leads us into the inflationary environment and David explains why he thinks market expectations may be disconnected from reality as ..read more

The UK Investor Magazine Podcast was thrilled to welcome Fiinu (LON:BANK) for a deep-dive into their innovative FinTech products with a significant underserved market in the UK. We were joined by CEO Chris Sweeney and Founder Marko Sjoblom to explore their journey from gaining a banking license from FCA and PRA to listing Fiinu on London’s AIM. Fiinu joins a limited number of companies such as Monzo and Starling Bank in completing the major feat of obtaining a banking license. Fiinu are set to launch the ‘Plugin Overdraft’ which has the potential to provide millions of people in the UK with ..read more