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#UKIM Podcast – UK House Prices, Cadence Minerals and Tekcapital with Alan Green
The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast as we delve into UK markets and a selection of UK stocks.
We discuss:
- Barratt Developments (LON:BDEV)
- Tekcapital (LON:TEK)
- Cadence Minerals (LON:KDNC)
We start with a look at UK house prices and recent data from Nationwide and Halifax. With house prices falling the fastest since 2009, activity in the market is subdued and we explore the impact on Barratt Developments.
Barratt’s completions fell in the last full year but we look forward to how they can benefit from the current downturn and deploy their £1bn cash pile.
Tekcapital has issued numerous positive portfolio company updates and shares have reacted accordingly. We run through the updates, including this morning’s news from MicroSalt.
We finish with a rundown of Cadence Minerals and the latest developments at their Mexcian lithium project.
UK Investor Magazine Podcast – CEO Alan Green discusses Improving UK sentiment, Tekcapital #TEK, and ECR Minerals #ECR
The UK Investor Magazine was thrilled to welcome Alan Green back to the Podcast for a deep dive into the latest developments in UK markets and analysis of UK equities.
We start with UK inflation and yesterday’s lower-than-expected reading which has boosted UK sentiment. Housebuilders have rallied significantly and we explore possible scenarios for the rest of the year.
ECR Minerals shares have ticked higher, and Alan outlines possible reasons why. He looks forward to newsflow for the rest of the year.
Tekcapital is trading at a significant discount to NAV. Alan explains why we could see a rerating in the technology company.
Listen- https://ukinvestormagazine.co.uk/improving-uk-sentiment-tekcapital-ecr-minerals-with-alan-green/?mc_cid=43709e7e0f&mc_eid=df2295942c
UKIM Podcast – CEO Alan Green discusses Sainsburys #SBRY, Barratt Developments #BDEV, Blencowe Resources #BRES and Deltic Energy #DELT
Alan Green joins the Podcast as we run through the numbers of FTSE 100 companies updating investors after the Christmas trading period.
- Sainsbury’s (LON:SBRY)
- Barratt Developments (LON:BDEV)
- Blencowe Resources (LON:BRES)
- Deltic Energy (LON:DELT)
Sainsbury’s has a record Christmas with like-for-like sales excluding fuel rising 5.9%. However, the pressure from discounter such as Lidl and Aldi continue to be a thorn in the side of their market.
Barratt Developments shares suffered dearly in 2022 as markets priced in lower UK housing prices. We run through their update and question whether a 6-9% reduction in average UK house prices is priced into the FTSE 100’s housebuilders.
We conclude with a look at Blencowe Resources and Deltic Energy.
Listen- https://ukinvestormagazine.co.uk/sainsburys-barratt-developments-and-deltic-energy-with-alan-green/