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Improving UK sentiment, Tekcapital, and ECR Minerals with Alan Green
Manage episode 371768501 series 2334872
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 - 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.
Hosted on Acast. See acast.com/privacy for more information.
367 эпизодов
Manage episode 371768501 series 2334872
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 - 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.
Hosted on Acast. See acast.com/privacy for more information.
367 эпизодов
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