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Justin Waite
Welcome to the The SharePickers Podcast with Justin Waite. I am a passionate investor who wants to share what I have learned in my investing journey, as it's transformed my life.
This is a podcast about helping you build wealth through investing. There's only two realistic ways to build wealth: own a successful business or own a share of a successful business.
New episodes are released weekly, featuring thoughts, strategies, anecdotes about life and investing.
There's also the weekend podcast which Justin records with Paddy, Pete & Steve.
If you want to learn more about my investment strategy, you can join my investment club at https://www.sharepickers.com
You can listen to my podcast at: https://www.sharepickers.com/category/podcast/
Twitter
@SharePickers https://twitter.com/SharePickers
LinkedIn
https://www.linkedin.com/in/justinadamwaite/
2679: Story Stocks: The Story is Often Better than the Reality
Story Stocks: The Story is Often Better than the Reality
Macro, Micro News for Wednesday 25th September 2024
MACRO NEWS
UK economy to grow twice as fast as expected
OECD forecast no longer shows UK economy as G7 laggard
Sterling slips against dollar as focus turns to UK budget - Reuters
MICRO NEWS
Directa Plus #DCTA
Everyman Media #EMAN
FADEL #FADL
Tortilla Mexican Grill #MEX
Water Intelligence #WATR
Time Finance #TIME
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored, then ranked on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental & technical analysis plus portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
30:1925/09/2024
2678: AIM is Under Threat of Collapse according to Boss of London Stock Exchange
AIM is Under Threat of Collapse according to Boss of London Stock Exchange
Macro, Micro News for Tuesday 24th September 2024
MACRO
BoE's Bailey says interest rates are gradually heading downwards
China unveils raft of measures to boost economy
London edges closer to New York in battle for financial centre top spot
MICRO
Corero #CNS
DigitalBox #DBOX
HSS Hire Group #HSS
itim Group #ITIM
Manx Financial #MFX
The Mission Group #TMG
MYCELX #MYX
NAHL #NAH
Personal Group #PGH
Strip Tinning #STG
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored, then ranked on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental & technical analysis plus portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
33:1124/09/2024
2677: Has Rachel Reeves Realised The Doom & Gloom Story Doesn't Inspire Growth?
Has Rachel Reeves Realised The Doom & Gloom Story Doesn't Inspire Growth?
Macro, Micro News for Monday 23rd September 2024
MACRO
Growth softens across UK businesses
Reeves says Labour's getting ready to launch new industrial Strategy
Fifty pubs a month shut in first half of year
MICRO
B90 Holdings #B90
Dianomi #DNM
Eden Research #EDEN
Getech #GTC
Mirriad #MIRI
Pennant International #PEN
SpaceandPeople #SAL
Transense Technologies #TRT
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored, then ranked on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental & technical analysis plus portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
24:2823/09/2024
2676: Is Scaring Away Investment and Destroying Consumer Confidence Part of Labour’s Growth Strategy?
Is Scaring Away Investment and Destroying Consumer Confidence Part of Labour’s Growth Strategy?
Macro, Micro News for Friday 20th September 2024
MACRO NEWS
UK retail sales rise by more than expected in August
UK consumers take fright as new government warns of pain,
Government borrowing in August highest since Covid
MICRO NEWS
Biome Technologies #BIOM
Iofina #IOF
Pressure Technologies #PRES
Good Energy #GOOD
Ramsdens #RFX
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
27:3120/09/2024
2675: We've Accelerated Our Transition to a Higher Margin Business: Nigel Pocklington, CEO of Good Energy
We've Accelerated Our Transition to a Higher Margin Business: Nigel Pocklington, CEO of Good Energy #GOOD
In this interview Nigel Pocklington, CEO, Good Energy Group who describes how they are accelerating their transition to a higher margin business.
He also discusses how they are in a great position, with £33m of net cash, to take advantage of the fragmented solar market in the UK.
This cash means they have an enterprise value of just £10m (market cap £46m). Given that they are forecast to generate a net profit of £4.7m this year means they are on an EV / EBITDA of just 2.
Combine this with the inevitable march towards renewable energy, especially with the Labour government embracing this transition and it puts Good Energy in a very strong position.
Brokers have a 500p target and the share price currently sits at 253p.
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
30:2420/09/2024
2674: Driving the Economy in the Rear View Mirror Means a Crash is Likely
Driving the Economy in the Rear View Mirror Means a Crash is Likely
Driving the Economy in the Rear View Mirror Means a Crash is Likely
Macro, Micro News for Thursday 19th September 2024
MACRO NEWS
Bank of England keeps rates at 5%, extends QT
The Federal cut its benchmark interest rate by half a percentage point
New home approvals fall to lowest level in a decade
MICRO NEWS
Braemar #BMS
Distribution Finance Capital #DFCH
ENGAGE XR #EXR
Maintel Holdings #MAI
S4Capital #SFOR
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
19:2319/09/2024
2673: The Man with the Power to Move the Markets
The Man with the Power to Move the Markets
Macro, Micro News for…Wednesday 18th September 2024
MACRO
The Fed heading for its first interest rate cut since Covid
UK inflation holds at 2.2%
Train drivers accept a pay
British house prices rise by an annual 2.2%
MICRO
Argentex #AGFX
Hostmore #MORE
Ingenta #ING
Skillcast #SKL
Velocity Composites #VEL
Xaar plc #Xaar
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
20:1118/09/2024
2672: Has Starmer Finally Realised His Gloomy Speech Could Impact Business?
Has Starmer Finally Realised His Gloomy Speech Could Impact Business?
Macro, Micro News for…Tuesday 17th September 2024
MACRO
UK PM Starmer says first budget won't undermine growth goal
Amazon tells staff to get back to office five days a week
Could the Bank of England Reduce Rates Again This Month?
MICRO NEWS
Billington Holdings #BILN
Comptoir Group #COM
Coral Products #CRU
Good Energy Group #GOOD
Journeo #JNEO
Kooth #KOO
Northcoders #CODE
TruFin #TRU
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
26:2617/09/2024
2671: The Bank of England Are Looking in the Rear View Mirror
Macro, Micro News for…Monday 16th September 2024
MACRO NEWS
Big US interest rate cut in the balance, with UK set to hold - SKY
UK's embattled manufacturers see brighter days
Average house price jumped by almost £3,000 in September
MICRO NEWS
Acuity Group #ACRM
Facilities by #ADF
Kromek #KMK
Made Tech #MTEC
Science in Sport #SIS
Synectics #SNX
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
19:2216/09/2024
2670: John Meyer: Gold at an all Time high and Probably Going Higher
John Meyer: This is Why Gold is Rising and It Will Probably Continue CHAPTERS 00:00 INTRO 00:19 GOLD 08:40 ATLANTIC LITHIUM #ALL 13:50 ANDRADA MINING #ATM 15:00 B2GOLD 17:04 KODAL MINERALS #KOD 17:36 RESOLUTE MINING #RSG 20:33 CENTAMIN #CEY 23:00 OROSUR MINING #OMI 25:09 POWER METALS #POW 26:16 SERABI GOLD #SRB 27:23 SOVEREIGN METAL #SVML ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League. Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you: WHAT are the best UK stocks to invest into using fundamental analysis WHEN is the very best time to invest using technical analysis HOW to manage your investments using portfolio management. In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021. On the website there’s also videos on how to learn about fundamental analysis and technical analysis. To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet. 📱 FOLLOW MY SOCIALS 📱 👉Twitter (X): https://x.com/SharePickers 👉Linkedin: https://www.linkedin.com/in/justinadamwaite/ 👉Website: http://www.sharepickers.com/ 📩For Business Inquiries: [email protected] 🎬RECOMMENDED PLAYLISTS 👉SharePickers Webinars https://www.youtube.com/playlist?list=PLK8K2TfETtOcx4uqMUWKMph92qrm4c_WZ 👉Company Updates https://www.youtube.com/playlist?list=PLK8K2TfETtOeU_t1lXCuZf81FItYvtHsQ 🎬WATCH
34:0814/09/2024
2669: This is the Biggest Hit to Tax Payers, Often Not Referred To
This is the Biggest Hit to Tax Payers, Often Not Referred To
Macro, Micro News for…Friday 13th September 2024
MACRO
An interest rate cut from the BoE looks unlikely
European Central Bank cut rates
UK leads resurgence in European office investment
Government must ‘offer hope’ to attract investment,
U.S. cost of paying the interest.. Is mind blowing
MICRO NEWS
Proteome Sciences #PRM
Volvere #VLE
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
22:4013/09/2024
2668: Housing Market Recovered further in August & Sales to Continue to Grow
Macro, Micro News for…Thursday 12th September 2024
MACRO NEWS
UK housing market recovered further in August, RICS survey shows
Inflation in the US continued to cool last month
UK national debt is on course to treble over the next half a century
MICRO NEWS
Aquis Exchange #AQX
Checkit #CKT
HeiQ Plc #HEIQ
Inspired #INSE
Windar Photonics #WPHO
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
22:1212/09/2024
2667: Did Rachel Reeves Claim £3,700 on her Energy Bills before Cutting Pensioners Payments?
Did Rachel Reeves Claim £3,700 on her Energy Bills before Cutting Pensioners Payments?
Macro, Micro News for…Wednesday 11th September 2024
MACRO
- UK economy stagnates unexpectedly in growth challenge for new government
- Did Rachel Reeves Claim £3,700 on her Energy Bills before Cutting Pensioners Payments?
- Amazon to invest $10 billion in UK data centres
MICRO NEWS
- Anpario plc #ANP
- Frontier Developments #FDEV
- Gaming Realms #GMR
- Silverbullet #SBDS
- Winkworth #WINK
To receive my tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
23:1011/09/2024
2666: This is the Main Reason People Upgrade their Smartphones
Macro, Micro News for…Tuesday 10th September 2024
MACRO
This is the Main Reason People Upgrade their Smartphones
UK wage growth slows ‘markedly’
Internet replaces TV as UK’s most popular news source
State pension expected to rise by £460 a year
MICRO
Blackbird #BIRD
Audioboom #BOOM
CyanConnode #CYAN
Eleco #ELCO
Finseta #FIN
Itaconix #ITX
Lords #LORD
Mpac #MPAC
Newmark Security #NWT
Time Finance #TIME
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where profitable microcap companies are analysed, colour coded and scored on 20 different metrics
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
26:2410/09/2024
2665: Jobs Market Suffers its Worst Month in More than a Decade
INTRO
It’s a tough market and investing is difficult.
Hopefully here’s an observation that will help you pick companies that help increase the probability of you achieving positive returns from your investments.
MACRO NEWS
Jobs Market Suffers its Worst Month in More than a Decade
Pimlico Plumbers founder leaves Britain over fear of Labour’s tax rules
Santander cracks down working from home
UK economy’s strong start to continue into the second half
MICRO NEWS
Brave Bison #BBSN
Hostmore #MORE
Invinity Energy Systems #IES
Norman Broadbent #NBB
Oncimmune Holdings #ONC
The Pebble Group #PEBB
Symphony Environmental Technologies #SYM
Synectics #SNX
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where a hundred companies are analysed, colour coded and scored on 20 different metrics
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
30:2509/09/2024
2664: Half of AIM Investors are Losing Money
Macro, Micro News for…Friday 6th September 2024
MACRO
Half of AIM Investors are Losing Money
UK house prices edge up to hit two-year high
U.S. Jobs Number comes in weaker than forecast
German industrial output falls more than expected
MICRO NEWS
Gear4music #G4M
Hercules Site Services #HERC
Invinity Energy Systems #IES
To receive my tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
23:0006/09/2024
2663: Labour make U-Turn on the British ISA
Macro, Micro News for…Thursday 5th September 2024
MACRO
UK construction growth slows
U-turn: British ISA dropped by Labour despite prior pledges
UK new car sales fall slightly in August
UK unlikely to move into ‘fast lane
Pension giants risk snubbing smaller stock markets
Royal Mail could end the delivery of 2nd class letters on Saturdays
MICRO
CAP-XX #CPX
Carclo #CAR
Fusion Antibodies #FAB
Insig AI #INSG
Smarttech247 #S247
Safestay #SSTY
Xeros Technology #XSG
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
26:3005/09/2024
2662: Markets Sell Off: There’s Good News and Bad News
Markets Sell Off: There’s Good News and Bad News
Macro, Micro News for…Wednesday 4th September 2024
MACRO
- UK services activity at four-month high in August
- Nvidia plunges almost 10% as global markets fall
- Reeves warned of backlash over taxing pensions
MICRO
Chapel Down #CGDP
Cirata #CRTA
Shield Therapeutics #STX
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where a hundred companies are analysed, colour coded and scored on 20 different metrics
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
21:4904/09/2024
2661: These Wind Farms Will Power a 3rd of All UK Homes!
Macro, Micro News for…Tuesday 3rd September 2024
MACRO
Nine offshore wind farm projects awarded in UK auction
Summery weather helps boost UK consumer spending
UK electric car drivers should be charged per mile
MICRO
GetBusy plc #GETB
Inspiration Healthcare Group #IHC
Manolete Partners #MANO
Michelmersh #MBH
Ondo Insurtech #ONDO
Watches of Switzerland #WOSG
Ramsdens #RFX
To receive my tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where a hundred companies are analysed, colour coded and scored on 20 different metrics
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
24:2103/09/2024
2660: UK heading for "above-average growth"
Welcome to Macro, Micro News for…Monday 2nd September 2024
MACRO NEWS
UK factories report strongest month since 2022
Fears over energy tax rises as business confidence falls
UK mortgage rates have continued to slip lower
UK heading for "above-average growth"
MICRO NEWS
Arcontech #ARC
Concurrent Technologies #CNC
EnSilica #ENSI
Intercede #IGP
SRT Marine Systems #SRT
XP Factory #XPF
To receive my weekly tips visit www.sharepickers.com/tips
Just by signing up to this list means you qualify for 20% off the Sharepickers Investment club.
Members Benefits include:
Early Access to the Share Tips
A FREE copy of my book, “How to become a Microcap Millionaire” ahead of official publishing
Access to view my holdings, which I update after any new transactions
Access to the live weekly webinars, where multiple stock ideas are analysed and discussed
Access to the MicroCap League, where a hundred companies are analysed, colour coded and scored on 20 different metrics
Access to educational videos on fundamental analysis, technical analysis, portfolio management
Access to the chat group
To receive my weekly tips visit www.sharepickers.com/tips
21:2702/09/2024
2659: Labour! Show Us Your Growth Policies!!!
Macro, Micro News for…Friday 30th August 2024
MACRO NEWS
- UK house prices rose at the fastest annual rate in 20 months
- The UK might soon have the highest capital gains tax in Europe?
- Workers' rights to four-day week
MICRO NEWS
- Bigblu Broadband #BBB
- Beeks Financial Cloud #BKS
- Filtronic #FTC
- Jaywing #JWNG
- Nanoco #NANO
- Zenova #ZED
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PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
22:1630/08/2024
2658: Sad News: Paul Webb helped Create a Great Business
Macro, Micro News for Thursday 29th August 2024
Macro News
- Roadmap would address the “confidence shortfall” among UK firms
- Nvidia drops: investors spooked by slowing growth and production issues,
- Will the Government help a blocked £750m film studio near London?
- UK government will not fight Rosebank oil field legal challenge
- Car Registration (MoM) (Jul) -17.7%
Micro News
- Synectics #SNX
- essensys plc #ESYS
- Frenkel Topping #FEN
- Totally #TLY
- Quiz Plc #QUIZ
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PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I MAY PERSONALLY HOLD A POSITION IN THIS SOME OF THE COMPANY’S FEATURED.
18:0529/08/2024
2657: UK's Finances are, “worse than we ever imagined”
Welcome to Macro, Micro News for… Wednesday 28th August 2024
To receive my weekly FREE tips email visit www.sharepickers.com/tips
Macro News
- City figures urge Starmer not to “punish risk takers” and “wealth creators”
- Keir Starmer is set to woo major investors during a European trip
- UK household costs slows to 2.5%
- Michael O'Leary: Aeroplane passengers should be restricted to two drinks at airports
Micro News
Aquis Exchange #AQX
Argo Blockchain #ARB
Cyanconnode #CYAN
Naked Wines #WINE
PCI-PAL #PCIP
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
17:3428/08/2024
2656: Labour Lied to Raise Taxes
Welcome to Macro, Micro News for Tuesday 27th August 2024
MACRO NEWS
- Shop prices fell into deflation for the first time in nearly three years
- Budget will be "painful" and the government will have to raise taxes
- Government awards KPMG a £223m contract despite pledging to slash state spending on external consultants.
MICROCAP NEWS
- Belluscura #BELL
- Narf Industries #Narf
- Time Finance #TIME
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PLEASE DO YOUR OWN RESEARCH. NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
17:4627/08/2024
2655: Russ Mould: Keep an Eye on this Index!
Russ Mould Investment Director at stockbroker AJ Bell says: Keep an Eye on this Index!
This index usually moves before the S&P 500 index and is therefore a great predictor of where the wider market is headed.
The Philadelphia Stock Exchange capitalization-weighted index $SOX composed of the 30 largest U.S. companies primarily involved in the design, distribution, manufacture, and sale of semiconductors.
CHAPTERS 00:00 INTRO
00:52 WHAT'S CENTRAL BANKS NEXT MOVE?
01:15 WAS THE SELL OFF A ONE OFF?
01:30 PHILADELPHIA SEMICONDUCTOR INDEX
07:30 ARE RATE CUTS PRICED IN?
11:00 GOLD
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13:2027/08/2024
2654: Is the Company you're Invested into: Good? Great? or Exceptional?
In this podcast I talk about the difference between good, great and exceptional companies.
NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE. PLEASE DO YOUR OWN RESEARCH OR IF YOU ARE UNSURE PLEASE SEEK PROFESSIONAL ADVICE FROM A REGULATED ADVISOR.
32:3124/08/2024
2653: John Meyer: In 10 Years Time People Will Wonder Why They Bothered Looking at Combustion Engines
John Meyer: In 10 Years Time People Will Wonder Why They Bothered Looking at Combustion Engines
John Meyer, Mining Analyst and Partner at SP Angel discusses why he thinks the price of lithium will start rising and the China crisis.
John also covers the following companies: Atlantic Lithium #ALL Cornish Metals #CUSN Kavango Resources #KAV Aterian #ATE
THIS PODCAST IS NOT INVESTMENT ADVICE, IT IS FOR INFORMATION PURPOSES ONLY. PEOPLE IN THIS PODCAST MAY HOLDS STOCKS THEY TALK ABOUT PLEASE DO YOU ON RESEARCH.
37:3223/08/2024
2652: British Business Activity Speed Up This Month
Welcome to Macro, Micro News for Thursday 22nd August 2024
MACRO NEWS
British business activity sped up this month
UK's oil and gas supply chain have expressed "grave concern" about government plans
MICRO NEWS
Cambridge Cognition Holdings #COG
Facilities by ADF #ADF
Ebiquity #EBQ
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
19:5422/08/2024
2651: Vadim Alexandre: Probably One of the Most Cutting Edge Products in this Space
Vadim Alexandre Head of Healthcare at SP Angel discusses two companies he's believes has good potential, one of which he describes as having, "Probably One of the Most Cutting Edge Products in this Space".
Those two companies are:
Novacyt #NCYT
Cambridge Cognition #COG
NOTHING IN THIS PODCAST SHOULD BE CONSIDERED AS INVESTMENT ADVICE. PLEASE DO YOUR OWN RESEARCH OR IF YOU ARE UNSURE PLEASE SEEK PROFESSIONAL ADVICE FROM A REGULATED ADVISOR.
24:1022/08/2024
2650: Two Co's That Shouldn't Be Listed But Wouldn't Survive If They Were Not
Welcome to Macro, Micro News for Friday 16th August 2024
MACRO NEWS
- Retailers reported a 0.5% rebound in July
- Federal unlikely to signal a 50 basis point (bp) rate cut
- Britain's Revolut has been valued at $45bn, one of Europe's most valuable start-ups.
MICRO NEWS
- Biome Technologies #BIOM trading update & fundraise
- Fletcher King #FLK Final Results
- Inspired #INSE trading update
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
17:0416/08/2024
2649: UK GDP Shows Some Growth But Labour NEED to Improve On This
Welcome to Macro, Micro News for Thursday 15th August 2024
UK GDP Shows Some Growth But Labour NEED to Improve On This
MACRO NEWS
The UK's economy grew by 0.6% between April and June
There’s been a "major breakthrough" in the long-running pay row involving train drivers
US annual inflation rate dipped below 3% in July for the first time since 2021
MICRO NEWS
Gattaca #GATC - trading update
Mpac Group #MPAC - Acquisition
Robinson #RBN - interim results
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
16:0815/08/2024
2648: I Try to Explain Why This is an Exceptional Business on AIM
Welcome to Macro, Micro News for Wednesday 14th August 2024
A daily podcast covering the Macro & Micro News that's relevant to the UK
To receive my weekly tips email visit www.sharepickers.com/tips
MACRO NEWS
- City investors are raising their bets that the Bank of England could cut interest rates in September.
- Chinese car maker Zeekr says its new electric vehicle (EV) batteries charge faster than any of its rivals
- Social media platform Bluesky said it has seen a surge in signups in the United Kingdom in recent days
MICRO NEWS
- Beeks Financial Cloud Group plc #BKS has now received regulatory approval - I try to explain why I believe this is an exceptional business
- IXICO plc #IXI announces a trading update for the year ending 30 September 2024.
- Silverbullet #SBDS announces significant integration contracts and partnerships for 4D, the Company's contextual marketing AI product.
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
23:4914/08/2024
2647: Alan Green: This is an Exceptional Business
Alan Green CEO of Brand Communications discusses the markets and talks about the following 3 companines:
Billington Holdings #BILN
Frenkel Topping #FEN
Warpaint London #W7L
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
31:0713/08/2024
2646: Can We Trust This Employment Data?
Welcome to Macro, Micro News for Tuesday 13th August 2024
A daily podcast covering the Macro & Micro News that's relevant to the UK
MACRO NEWS
- Unemployment across the UK has dropped unexpectedly
- Slowdown in pay growth in April to June is a “big win” for the Bank of England
- Grocery price inflation rose for the first time since March last year
MICRO NEWS
Corero #CNS
Eden Research #EDEN
Safestay #SSTY
Water Intelligence #WATR
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
13:1013/08/2024
2645: Another Company Delists and It Won't Be the Last!
Welcome to Macro, Micro News for Monday 12th August 2024
A daily podcast covering the Macro & Micro News that's relevant to the UK
To receive my weekly tips email visit www.sharepickers.com/tips
MACRO NEWS
- British employers expect to raise pay by 3% over the coming year, the lowest planned increase in two years
- Potholes causing damage to vehicles is the main concern for the majority of drivers
- Storms and heavy rain all contributed to the highest property insurance payouts for at least seven years
MICRO NEWS
- Argo Blockchain #ARB
- BiVictriX #BVX
- Celadon Pharmaceuticals #CEL
- Destiny Pharma #DEST
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
15:0212/08/2024
2644: There's a chance of another interest cut in September
There's a chance of another interest cut in September
Welcome to Macro, Micro News for Friday 9th August 2024
A daily podcast covering the Macro & Micro News that's relevant to the UK
To receive my weekly tips email visit www.sharepickers.com/tips
US stocks had their best trading day since November 2022
Investors also reckon there is a 37% chance of a cut in September.
China new energy vehicles outsell traditional fuel-powered passenger cars
Audioboom #BOOM
CMO Group #CMO
CyanConnode #CYAN
Getech #GTC
Kinovo Plc #KINO
Oncimmune #ONC,
Revolution Bars #RBG
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
16:3109/08/2024
2643: Two Superpowers Slowing - Not Good for Commodities
Macro, Micro News for Thursday 8th August 2024
MACRO NEWS
UK’s jobs market is cooling
Used EV sales increased by 52.6%
Rachel Reeves wants UK pension funds to “unlock billions”
The US unemployment rate has risen for longest streak since the 200
MICRO NEWS
Celebrus Technologies #CLBS
Concurrent Technologies #CNC
Good Energy #GOOD
Jarvis Securities #JIM
NAHL Group #NAH
Ocean Harvest Technology #OHT
Ramsdens #RFX
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
15:3308/08/2024
2642: Second Day Bounce - Macro, Micro News for Wednesday 7th August 2024
MACRO NEWS
- UK house prices have jumped faster than expected
- Rachel Reeves should ramp up public investment by tens of billions
- Government £32m into AI
MICRO NEWS
- Heath (Samuel) & Sons #HSM
- Maintel Holdings #MAI
- Sanderson Design Group #SDG
- TruFin #TRU
PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
14:4407/08/2024
2641: Turnaround Tuesday? Macro Micro News for Tuesday 6th August 2024
Turnaround Tuesday? Macro Micro News for Tuesday 6th August 2024
Construction PMI hit a 26-month high
Retail sales returned to growth in July
Investment in the UK’s fintech sector almost tripled in the first half of 2024
Companies mentioned:
Engage Holdings #EXR
Hostmore #MORE
Orchard Funding Group #ORCH
Petards #PEG
Ramsdens Holdings #RFX
Venture Life #VLG
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
23:4406/08/2024
2640: Alan Green: Central Banks are the Problem!
Alan Green CEO of Brand Communications discusses the global market sell off and suggest central banks are exacerbating the problem.
Alan also covers three companies:
Trifast #TRI
Tribal Technology #TRYB
GreenX Metals #GRX
26:4605/08/2024
2639: Another Global Sell Off But Is This An Opportunity?
Another Global Sell Off But Is this an Opportunity?
Macro, Micro News for Monday 5th August 2024
A daily podcast covering the Macro & Micro News that's relevant to the UK
FTSE 100 DOWN 2%
FTSE 250 DOWN 3%
FTSE SMALL CAP 2%
AIM ALL SHARE 2%
BITCOIN DOWN 10%
JAPAN’S NIKKEI DOWN 10%
NASDAQ DOWN
Stock indices around the world have slumped after weak manufacturing and employment data in the US raising concerns that the US economy may be on its way to recession.
This has been compounded by the Japan central bank raising their interest rates meaning an exaggerated sell off there too. This also affects the Yen carry trade.
The Fed again has been late to the party. They were late raising interest rates and raised them too quickly and now are late reducing them and now it’s looking like they are going to have to reduce them faster than expected.
Good News
The markets are now pricing in five Federal Reserve interest rate cuts this year. Five is a massive change.
This has gone up from just two forecasted rate cuts, last week. There’s also rumours an emergency FED rate cut could happen this week.
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
13:5605/08/2024
2638: Global Sell Off on Fears of U.S. Recession!
Global Sell Off on Fears of U.S. Recession!
MACRO NEWS
STORY 1
Stock indices around the world have slumped after weak manufacturing data and company earnings raised concerns that the US economy may be on its way to recession.
STORY 2
The new Labour government has shelved £1.3bn of funding promised by the Conservatives for tech and Artificial Intelligence (AI) projects according to the BBC.
STORY 3
Figures for retail footfall in the UK fell for a twelfth consecutive month as shoppers opted to spend on holidays and leisure rather than consumer goods.
STORY 4
City bosses have sounded the alarm on a hike in capital gains tax (CGT) today as Rachel Reeves rolls the turf for a sweeping round of tax raids at her first budget in October.
MICRO NEWS
- ADVFN #AFN is pleased to launch of ADVFN AI Intelligence
- Kinovo Plc #KINO confirm that it has completed the build of the final outstanding legacy project
- SkinBioTherapeutics #SBTX has raised £1.56m at 10.5p
- XP Factory #XPF will release its results for the 15 months ended 31 March 2024 on 2 September 2024. The Group has traded in line with the board's expectations in the first quarter of the financial year to March 2025
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
16:0902/08/2024
2637: Bull Market Incoming - Bank of England Reduce Interest Rates
Bull Market Incoming - Bank of England Reduce Interest Rates
Plus Macro news on:
Positive Manufacturing PMI numbers
Positive House price index numbers
Plus I cover 5 companies with news out, 2 of which are basket cases
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
10:5601/08/2024
2636: "We will have to increase taxes" Macro Micro 31th July 2024
MACRO & MICRO - WEDNESDAY 31ST JULY 2024
A daily podcast covering UK Macro & Micro News
To receive my weekly tips visit www.sharepickers.com/tips
MACRO NEWS
"I think we will have to increase taxes in the Budget," Rachel Reeves told the News Agents podcast.
She was responding to a question about raising money following her claim on Monday that the previous government left a £22bn "hole" in the public finances.
Labour said repeatedly during the election campaign there would be no tax rises on "working people", but the Conservatives had insisted Labour would increase them.
Ms Reeves reiterated that the government would not raise VAT, national insurance or income tax, as promised in Labour's manifesto, but she did not rule out increasing inheritance tax, capital gains tax or pension reform.
£9BN OF THAT £22BN WAS THE WAGE INCREASES SHE AWARDED TO PUBLIC SECTOR WORKERS!
In the last financial year, to March 2024, the government borrowed £122.1bn.
The most recent monthly figures show that borrowing was £14.5bn in June , £3.2bn less than in the same month last year.
The national debt is currently about £2.7 trillion.
Business confidence rebounded sharply in July, a survey revealed, as firms felt a renewed sense of optimism about the UK’s economic prospects.
Overall business confidence jumped by nine points to 50 per cent this month, according to Lloyds’ Business Barometer.
The rebound in confidence during July brought business confidence back up to May’s level, which was the highest level since before the Brexit referendum.
Firms reported a much stronger outlook for their trading prospects, with 62% of businesses reporting stronger activity, up from 53 per cent in June.
Wider economic optimism, meanwhile, rebounded with 62% of respondents feeling more confident about the economy’s prospects. This was up from 55%.
The government is set to significantly raise the budget for this year's renewable energy auction, following calls from industry for more support.
Energy Secretary Ed Miliband will announce today that the budget will be increased to £1.5bn, up by £500m from last year.
The majority of the funding will be available to develop offshore wind power, which the Labour government says it wants to quadruple by 2030.
INTEREST RATE DECISION TOMORROW AT MIDDAY
The forecast is for a 25 basis point reduction bringing interest rates from 5.25% to 5%.
MICRO NEWS
COLEFAX GROUP #CFX, an international designer and distributor of furnishing fabrics & wallpapers and owns a leading interior decorating business.
£52M
Preliminary Results for the year ended 30 April 2024
Sales increased by 2% to £107m (2023 - £105m) and by 4.8% on a constant currency basis
Pre-tax profit decreased by 10% to £7.7m (2023 - £8.5m) - mainly due to higher Fabric Division operating costs and a weaker US Dollar exchange rate
Share buyback returned £7.2m of surplus capital to shareholders in September 2023
Cash at 30 April 2024 of £17.8m (2023 - £19.8m)
Board is proposing a final dividend of 2.9p (2023 2.8p) making a total for the year of 5.6p (2023 - 5.4p)
Fadel Partners, Inc #FADL, the developer of cloud-based brand compliance and rights and royalty management software, provides a trading update for the six months ended 30 June 2024 (1H24).
£27M
Half Year Trading Update
1H 24 Financial Highlights
Total revenue of $5.3M (1H23: $5.4M).
Recurring revenue declined 21% to $3.4m (1H23: $4.3m)
Adjusted EBITDA loss increased in 1H FY24 to $3.6M (1H FY23: 2.0M)
Cash and cash equivalents stood at $1.9m as of 30 June 2024.
Inspiration Healthcare Group #IHC, the global medical technology company, pioneering, specialist neonatal intensive care medical devices, announces its audited results for the year ended 31 January 2024
MCAP = £24m
Financial Highlights
Group revenue of £37.6m (FY2023: £41.2m)
Loss before tax of £5.7m they say £4.5m is non-recurring
Net debt increased to £6.0m (FY2023: £3.8m)
Light Science Technologies Holdings #LST, comprising three divisions: controlled environment agriculture; contract electronics manufacturing ("CEM") and passive fire protection, announces its unaudited interim results for the six months ended 31 May 2024.
MCAP = £9M
Financial Highlights
Revenue of £5.2m for the Period, up 19.3% (H1 2023: £4.4m)
Gross margins increased to 26.6%, a rise of 27.3% (H1 2023: 20.9%)
Loss before tax reduced by 58.4% to £0.3m (H1 2023: £0.8m)
Agreed new terms with Close Brothers for £850,000 Group debt facility which will enable further growth capabilities
Group cash at 31 May 2024 was £1.05m with additional undrawn funds availability of approximately £0.5m under debt facilities with Close Brothers.
Narf Industries #NARF, the cybersecurity group specialising in high-end threat intelligence and critical infrastructure security, announce that its Audited Financial Results for the 15-month period ended 31 March 2024
£18M
OVERVIEW
Increased total revenue 200% to $7.6 million
LBT $1.4M
Extended line of credit with the CEO to 31 July 2025 and increased facility from $2 million to $2.5 million
They do say they will probably need to raise funds either via joint venture or via equity fundraise.
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
10:2531/07/2024
2635: MACRO & MICRO - TUESDAY 30TH JULY 2024
MACRO & MICRO - TUESDAY 30TH JULY 2024
A daily podcast covering UK Macro & Micro News
MACRO NEWS:
Prices in British shops
UK Interest Rates
Reaction to Chancellor Rachel Reeves speech
MICRO NEWS FROM:
Altitude Group #ALT
Auriga International #AUR
Dialight plc #DIA
Filtronic #FTC
Flowtech Fluidpower #FLO
Gaming Realms #GMR
Journeo #JNEO
Ondo Insurtech #ONDO
Pod Point #POPD
Xaar plc #XAR
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PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.
14:0530/07/2024
2634: MACRO MICRO NEWS 29/07/2024
MACRO MICRO NEWS 29/07/2024
ABOUT THE SHAREPICKERS INVESTMENT CLUB
If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.
My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.
My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.
Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success
It teaches you:
WHAT are the best UK stocks to invest into using fundamental analysis
WHEN is the very best time to invest using technical analysis
HOW to manage your investments using portfolio management.
In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021.
On the website there’s also videos on how to learn about fundamental analysis and technical analysis.
To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet.
📱 FOLLOW MY SOCIALS 📱
👉Twitter (X): https://x.com/SharePickers
👉Linkedin: https://www.linkedin.com/in/justinadamwaite/
👉Website: http://www.sharepickers.com/
📩For Business Inquiries: [email protected]
14:5229/07/2024
2633: John Meyer: This has One of the Lowest Risk Profiles I’ve Seen For a Long Time
John Meyer: This has One of the Lowest Risk Profiles I’ve Seen For a Long Time.
John Meyer Mining Analyst and Partner at SP Angel looks at the Macro News affecting commodity prices and covers the following companies: Kavango Resources #KAV Cornish Metals #CUSN Mkango Resources #MKA Sovereign Metals #SVML
ABOUT THE SHAREPICKERS INVESTMENT CLUB
If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.
My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.
I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.
Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you:
WHAT are the best UK stocks to invest into using fundamental analysis
WHEN is the very best time to invest using technical analysis
HOW to manage your investments using portfolio management.
In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021.
On the website there’s also videos on how to learn about fundamental analysis and technical analysis.
To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet.
📱 FOLLOW MY SOCIALS 📱
👉Twitter (X): https://x.com/SharePickers
👉Linkedin: https://www.linkedin.com/in/justinadamwaite/
👉Website: http://www.sharepickers.com/
📩For Business Inquiries: [email protected]
26:3426/07/2024
2632: Ian James: Google’s Decision is Positive for Silver Bullet
Ian James CEO of Silverbullet Data Services #SBDS says Google's decision not to deprecate the third party cookie is Positive for their Business.
Ian James says: “What Google came out with today is saying is they're not going to deprecate the cookie. They're going to take a different route to providing privacy safe browsing environments, and their suggestion is that they will look to do pretty similarly, actually, an easy comparable is what Apple have already done.
Apple has set the bar very high; they go as far as to say that privacy is a fundamental human right. Whenever you're on safari, which is Apple's browser, or in the Apple ecosystem on your mobile device, then by proxy by design, then you have to consent to be tracked. Therefore, Apple has already done that. As you said, there are other browsers in the market like Mozilla and Firefox, and so forth, so more than half the market now pretty predominantly would say that cookies are deprecated.
So Google's decision today is certainly a positive one for Silverbullet in the sense that they will give back that choice to consumers, but at a browser level. So if you don't want to be tracked on a website that will happen now at the Browser level, not at the website level. That's their suggestion.
That's what they've told us today in the news. That means that Google will effectively be falling in line with the kind of privacy standards that Apple already deployed, and a large part of the industry. So that's a very positive move forward for Silverbullet. Given the fact that we are all about consented data, all about 1st party data data. That's about the customer. Why? Because that's what our clients want to use to get better marketing return on investment”.
19:1323/07/2024
2631: Alan Green: Another Strong Performance from this Company
Alan Green CEO of Brand Communications discusses the markets and covers 4 companies with news out including:
Brave Bison #BBSN
First Class Metals #FCM
Beeks Financial Cloud #BKS
Zoo Digital #ZOO
Alan Green: Another Strong Performance from this Company
ABOUT THE SHAREPICKERS INVESTMENT CLUB
If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.
My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.
I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.
Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you:
WHAT are the best UK stocks to invest into using fundamental analysis
WHEN is the very best time to invest using technical analysis
HOW to manage your investments using portfolio management.
In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021.
On the website there’s also videos on how to learn about fundamental analysis and technical analysis.
To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet.
📱 FOLLOW MY SOCIALS 📱
👉Twitter (X): https://x.com/SharePickers
👉Linkedin: https://www.linkedin.com/in/justinadamwaite/
👉Website: http://www.sharepickers.com/
📩For Business Inquiries: [email protected]
27:0122/07/2024
2630: John Meyer: Is there a Banking Crisis in China?
John Meyer, Mining Analyst and Partner of SP Angel discusses the problems China is facing, namely the housing collapse and the knock on effects on the levels of bad debt at the banks. This has also had an effect on consumer spending and GDP.
John also comments on Gold, Copper and the following companies:
Solgold #SOLG
Bushveld Minerals #BMN
Anglo-Asian Mining #AAZ
John Meyer: Is there a Banking Crisis in China?
ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes.
They are relatively easy to correct.
My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.
My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.
I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League.
Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success It teaches you:
WHAT are the best UK stocks to invest into using fundamental analysis
WHEN is the very best time to invest using technical analysis
HOW to manage your investments using portfolio management.
In the book Justin explains how his Stocks and Share ISA went from £30,115 in 2009 to £2,751,467 on the 1st May 2021. On the website there’s also videos on how to learn about fundamental analysis and technical analysis.
To get 20% off your membership to the SharePickers Investment Club go to www.sharepickers.com/subscribe and sign up for my free cheat sheet.
📱 FOLLOW MY SOCIALS 📱
👉Twitter (X): https://x.com/SharePickers
👉Linkedin: https://www.linkedin.com/in/justinadamwaite/
👉Website: http://www.sharepickers.com/
📩For Business Inquiries: [email protected]
29:5119/07/2024