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Alan Green talks British Land #BLND, Corcel #CRCL & Lexington Gold #LEX on the UK Investor Magazine podcast
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 could see housing activity rise to levels not seen since the financial crisis.
We discuss the key drivers behind the boom such as a ‘race to space’ and whether this can be sustained beyond the end of the year.
Naturally, we then move onto the commercial property sector and how cities such as London can realign their economies given the exodus of foreign born people, crucial to the hospitality sector associated with people working in offices.
There is detailed discussion of British Land (LON:BLND), Corcel (LON:CRCL) and Lexington Gold (LON:LEX).
Alan Green talks FTSE100, plus Rolls Royce #RR, Argo Blockchain #ARB & CVS Group #CVSG on the UK Investor Magazine podcast
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.
Alan Green talks FTSE100 mining stocks, plus Cadence Minerals #KDNC, Itaconix #ITX & Mode Plc #MODE on the UK Investor Magazine podcast
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 100 mining shares and how much of a metals rally is already priced into shares.
Mode listed in London last year and investors have questioned ever since whether the Banking App company can be compared to the hugely successful Argo Blockchain. We look at this comparison and whether it would be sensible to make comparisons.
We discuss Cadence Minerals (LON:KDNC), Mode (LON:MODE) and Itaconix (LON:ITX).
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
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 has seen $25,000 added to the cost of constructing the average US home.
With the Federal Reserve hinting QE tapering is some way off, meaning interest rate increases won’t be happening for some time, the path is clear for further commodity price rises. We explore what this means for equity markets and how commodities shares could outperform over the next decade.
We discuss Mast Energy Developments (LON:MAST), Advance Energy (LON:ADV) and Caerus Mineral Resources (LON:CMRS).
ECR Minerals #ECR CEO Interview – Alan Green talks to Craig Brown
Brand Comms CEO Alan Green talks to ECR Minerals #ECR CEO Craig Brown about the company’s flagship gold exploration projects in the heart of Australia’s Victoria Goldfields.
Craig talks about the recent placing to raise a further £2m with Novum Securities at 2.2p, and elaborates on the rationale behind it, before discussing the initial drilling results at the Bailieston Historic Reserve 3 prospect, that led to a fall in the share price despite identifying gold and gold mineralisation.
We look at slides from the current company presentation, and examine the scale of the operations and historic gold grades from the other Bailieston prospects including Blue Moon, Black Cat, HR4 (Cherry Tree, Cherry Tree South) and Yellow & Red Moon.
We move to Creswick and discuss the Dimocks Main Shale geological feature, the historical (2019) grades, license applications and JV implications and the upcoming drilling campaign. Craig then updates on the Tambo Project, and the connection with ECR’s Head Geologist Dr Rodney Boucher before we discuss the Bendigo HQ operation.
Alan and Craig then summarise by looking at the current company valuation vs. assets and work underway.
Classic Motorcycles or Classic Cars? Which Offer The Best Returns?
In a recently recorded interview, Brand Communications CEO Alan Green and The Motorcycle Broker Paul Jayson look at the investment returns from some of the great classic motorcycles and cars over recent years. Average investment returns for classic cars over 15 years from the Coutts Passion Index are discussed, before Alan and Paul look at some examples of investment returns from rarer machines, including the Ferrari 250 GTO, Alfa Romeo 8C and 6C, Aston Martin DB4, Ducati 916 Carl Fogarty race bike, Ducati 750SS Green Frame, Brough Superior, Vincent Black Lightning and Honda CBX 1000. Paul looks at some of the pitfalls for prospective classic motorcycle purchasers, and emphasises the importance of machine provenance and originality before the purchase. Ahead of the next episode covering potential dark horse classic motorcycle investments for the coming decade, Paul talks about the amazing Allen Millyard Kawasaki 1000 four cylinder two stroke.
Atlantic Capital Markets Month Ahead – Keep Your Shorts On In September
Alan Green and John Woolfitt, Director at Atlantic Capital Markets discuss the month ahead.
We discuss the US Fed August meeting, and indications from Fed boss Jerome Powell that the administration was prepared to ride with higher inflation around 2%. The markets seems to translate as low interest rates for years to come…John gives his view.
John discusses the resilience of mining and commodity stocks in the face of the economic turmoil and Coronavirus threat, along with some of the trading calls from Atlantic over the past month.
Finally we look at some trading ideas and upcoming corporate news in September from Halfords #HFD, Meggitt #MGGT, JD Sports #JD, Travis Perkins #TPK, Tullow Oil #TLW and Costain #COST. Given the volatility in the markets, John advises using the Atlantic Alerts system – moving after the results not before. “If the tide goes out, make sure you’ve got some shorts on”.