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UKIM Podcast – CEO Alan Green discusses 14 shares to watch in 2023
Alan Green joins the Podcast for a run down of his shares to watch in 2023.
We start with a look at Bidstack and the disappointing start to the year before we jump into Alan’s 14 stocks to watch in 2023.
Companies included:
- Shell (LON:SHEL)
- AstraZeneca (LON:AZN)
- Power Metal Resources (LON:POW)
- Tekcapital (LON:TEK)
- Cadence Minerals (LON:KDNC)
- ECR Minerals (LON:ECR)
- Blencowe Resources (LON:BRES)
- First Class Metals (LON:FCM)
- GreenX Metal (LON:GRX)
- Kavango (LON:KAV)
- More Acquisitions (LON:TMOR)
- China Nonferrous Gold (LON:CNG)
- Harland & Wolff (LON:HARL)
- Technology Minerals (LON:TM1)
We wish our listeners a prosperous new year.
New UK Investor Magazine Podcast, covering TUI Travel #TUI, OnTheBeach #OTB and ECR Minerals #ECR
Alan Green joins the UK Investor Magazine for a seasonal Podcast focusing on the global travel industry and two UK-listed travel stocks.
Supply chain issues have crippled the UK’s travel industry in busy periods this year and we make an attempt at extrapolating travel industry woes across the wider economy.
We start with looking at TUI’s results and the impact of higher costs and their ongoing problems with high overheads. Our questions focus on their model and whether they are suited to increasingly digital holiday maker.
OnTheBeach is one such digital travel company. We look forward to their next set of results and outline the key metrics investors should keep an eye on.
We conclude with an update on ECR Minerals and the raft of recent updates from the explorer.
New UK Investor Magazine Podcast – Lloyds #LLOY, Rio Tinto #RIO, GreenX Metals #GRX and Power Metal Resources #POW
We record this Podcast in the midst of earnings season with updates from blue chips companies flooding in from Europe as well as across the pond.
The earnings picture has been mixed, but notably better than investor sentiment would suggest. We discuss upcoming rate hikes from the Fed and market positioning ahead of their decision tonight.
In the current earnings season, US companies have consistently beaten on revenue but there have been misses on profitability.
We focus on Lloyds and Rio Tinto who both provide attractive dividends, but are being impacted in different ways but the current macro environment.
We finish by providing updates on two junior resource companies in Power Metal Resources and GreenX.
Lloyds, Rio Tinto and the European Earnings Season with Alan Green
UK Investor Magazine Podcast – Pets at Home #PETS , Blencowe Resources #BRES , Echo Energy #ECHO and Tertiary Minerals #TYM with Alan Green
Alan Green joins the UK Investor Magazine Podcast for a discussion around global markets and UK equities.
Global equity markets have had a rollercoaster of a week with fears over a Russian invasion of Ukraine and the impact of interest rates caused significant levels of volatility in markets.
There is a clear division opening up in global markets with the FTSE 100 rising 1.5% year to date whilst the S&P 500 has shed 8.4% and the NASDAQ 13.5%.
We look at what the composition of the FTSE 100 means, and if it could outperform US indices after years of underperformance in 2022.
FTSE 250 Pets at Home rose 4.5% after the group released 8.7% increase in like-for-like sales and said profit was going to exceed prior expectations.
We also look at the latest developments at Blencowe Resources, Echo Energy and Tertiary Minerals.
Blencowe Resources operate the Orom-Cross Graphite Project in Uganda and have recently updated the market with a works programme.
Pets at Home, FTSE 100 outperformance, and Graphite mining with Alan Green