UK Investor Magazine

The UK Investor Magazine Podcast is joined by Alan Green for a discussion around key market themes and a selection of UK equities.

This Podcast explores Sainsbury's (LON:SBRY), JD Sports (LON:JD), Bidstack (LON:BIDS) and ECR Minerals (LON:ECR).

Sainsbury's and JD Sports can be viewed as bellwethers of the UK's consumer and their festive updates provide an insight into consumer behaviour and propensity to spend.

Sainsbury's enjoyed the fruits of their strategy to provide low cost lines in an effort to take on discount supermarkets, whilst still offering a significant range of branded goods. Having all if this under one roof proved a success for Sainsbury's and their festive update was well received by markets.

JD Sports are seemingly immune to the strife elsewhere on the high street posting a respectable set of festive trading figures. We question where growth could come from in 2022.

Bidstack have signed a commercial agreement that guarantees a minimum of $30 million advertising spend through their new partner. This will dramatically increase Bidstack's revenue in the coming periods and was immediately reflected in the Bidstack share price. However, it may have come too late for Bidstack to take a dominant position in the market given the level of competition in the market.

We also briefly touch on the latest from ECR.

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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 0.2% at the beginning of 2021.

Rolls Royce have recently announced a move into Nuclear Power with a series of projects that could provide power for a million homes. The mini power stations will provide diversification in a business model dogged by COVID. Rolls Royce have been positive about the recovery in their aviation business as economies reopen, however, analysts have released a note this week which suggest Rolls Royce may have been over confident with their assumptions for the recovery. With the Rolls Royce share price up 46% YTD, we exam the merits of the company and whether now could be an entry point for investors looking at Rolls Royce shares.

With Bitcoin falling through the floor, there is attention paid to Argo Blockchain shares. The Bitcoin miner provides a proxy for the Bitcoin price and Argo's shares have duly sunk in line with Crypto assets.

We also revisit veterinary company CVS Group who are enjoying the fruits of reoccurring revenue and growing demand.

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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 outside of the UK by FTSE 100 companies.

Whilst investors took cash out of UK Funds they added to Global Funds meaning UK Retail investors may be under exposed to rerating in UK Equity as its lags other major indices that have enjoyed recent rallies.

We discuss Ananda Developments (LON:ANA), Kavango Resources (LON:KAV) and Mosman Oil and Gas (LON:MSMN).

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Market Veteran Zak Mir joins the Podcast with Alan Green for insightful analysis of the key factors driving their stock selections.

Zak and Alan will be presenting a selection of their top stock picks for the rest of the year at the UK Investor Magazine Virtual Conference 20th October.

Register here:

https://ukinvestormagazine.lpages.co/uk-investor-magazine-virtual-conference-20th-october/

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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments.

Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.

We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services.

Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.

Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.

We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead.

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