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Alan Green on markets after Biden election, plus Mosman Oil & Gas #MSMN, Eddie Stobart #ESL & Destiny Pharma #DEST on UK Investor Mag podcast
20th January 2021 / Leave a comment
Alan Green joins the UK Investor Magazine Podcast as Joe Biden is inaugurated as the President of the United States. Biden’s inauguration marks the next chapter for equity market, not only because of optimism surrounding stimulus promised by his administration, but because of the removal of the last great uncertainty of 2020.
With a Joe Biden Presidency, markets are now free of concerns over Trump’s unpredictability, which adds to the recent Brexit trade deal and the roll out of the COVID-19 vaccine in improving market sentiment.
However, with much of this positive news priced in, are markets now vulnerable to a correction with little fresh catalyst for upside on the horizon?
We also discuss Eddie Stobart (LON:ESL), Destiny Pharma (LON:DEST) and Mosman Oil & Gas (LON:MSMN).
Alan Green talks Ocado #OCDO, Eddie Stobart #ESL, Katoro Gold #KAT & i3 Energy #I3E on the UK Investor Magazine podcast
10th December 2020 / Leave a comment
Alan Green joins the UK Investor Magazine Podcast to discuss changes to consumer trends in the UK and a number of UK-listed equites.
As Ocado #OCDO releases a trading statement highlighting significant growth in sales driven by the coronavirus pandemic, we question the longer term impact on traditional bricks and mortar supermarkets listed in London.
Ocado trades at a materially higher price-to-sales ratio than the UK’s supermarkets and we explore whether this premium is due to Ocado’s technology offering or is it investors pricing in disruption to supermarket businesses in the future.
The UK high street has been decimated by the growth of online shopping, particularly for clothes, but will this spread into food and grocery retailing?
We also discuss Eddie Stobart Logistics #ESL, Katoro Gold #KAT and I3 Energy #I3E
Alan Green talks Classic Motorcycles, markets, OnTheMarket #OTMP, Eddie Stobart #ESL & Blencowe Resources #BRES on UK Investor Magazine podcast
14th October 2020 / Leave a comment
Alan Green talks Classic Motorcycles, markets, OnTheMarket #OTMP, Eddie Stobart #ESL & Blencowe Resources #BRES on the UK Investor Magazine podcast. Link on the image to listen.
Alan Green discusses Eddie Stobart #ESL, Toople #TOOP & Power Metal Resources #POW on Vox Markets podcast
12th October 2020 / Leave a comment
Alan Green discusses Eddie Stobart #ESL, Toople #TOOP & Power Metal Resources #POW with Justin Waite on the Vox Markets podcast. Interview starts at 29 minutes 27 seconds.
Alan Green discusses ECR Minerals #ECR & Eddie Stobart #ESL on StockBox Research Talks
10th July 2020 / Leave a comment
Alan Green a research specialist presents a compelling investment case for ECR Minerals #ECR & Eddie Stobart #ESL, two very different companies on StockBox Research Talks.