Episodes
Kevin Slawin, M.D., Founder and CEO at Eos SENOLYTIX, Greg Bailey, Co-founder and Executive Chairman at Juvenescence, Deepankar (Deep) Nayak, CEO at Deep Longevity, and Dr. Emil Kendziorra, Founder and CEO at Tomorrow Bio, join Phil Newman for a panel discussion at Investing in the Age of Longevity 2024. In their chat, participants answer questions from the audience, and share their views on the envisaged timeline for blockbuster aging therapeutics, as well as realistic overall life span...
Published 11/21/24
Invest. Invest. Invest. Taxation. Taxation. Taxation. Is this the mantra and the reality of the Labour government's first budget in almost fourteen years? Financial economist Victor Hill explains whether the current economic climate and the new Chancellor's measures will reanimate growth in the UK against the country's debt to GDP ratio of over 100%. Hill calculates that by the end of the decade, the U.K. will still be rumbling along with a growth rate of around 1.2 to 1.4% which he says is...
Published 11/07/24
Brusk Korkmaz is keen to stress that the company he started in his spare bedroom 16 years ago is very much the shareholders company now.The business is Hercules Site Services (LON:HERC) and since 2008 the tech enabled construction company has grown every year with the exception of the year when Covid impacted businesses globally.Korkmaz is delighted with the recent financial milestone the business has achieved – that of the anticipated £105 million turnover for FY24 which is well ahead of...
Published 10/18/24
Onward Opportunities Limited (LON:ONWD) was launched in March 2023 and just over one year later the investment company was crowned IPO of the Year at the 2024 Small Cap Awards. Lead Fund Manager Laurence Hulse can only speculate why his company won the accolade. "We did what we said we would do. We raised some money. We invested it well and we've grown as a business and created value." Onward’s purpose, says Hulse, is to aggregate a portfolio of investments, an eclectic mix of ideas and...
Published 08/06/24
Created by the 2023 merger of finnCap and Cenkos Securities, Cavendish Plc's (LON: CAV) remit as the U.K.'s newest investment house is a large one. Joint chief executive Julian Morse describes the business as a 'full service investment bank'."We do everything from the equity capital market side. Look after companies as their brokers, help them raise money, produce research on all of our companies and others in the market, financial advice, but also go right across the spectrum to working...
Published 05/22/24
As the world's first listed space tech fund, Seraphim Space Investment Trust has a first mover advantage in a sector that is starting to get crowded.Private equity, sovereign wealth funds and climate-related funds are now appreciating what Seraphim had predicted years ago in that space tech provides the utilities required for sustainability, digitisation, climate protection and national defence.Managing director and chief executive Mark Boggett says with its 126 strong space tech company...
Published 05/16/24
With economic indicators suggesting the U.K. isn't in as dire a condition as predicted, inflation tamed and the possibility of an interest rate cut just who are the beneficiaries? In this Master Investor webinar, Jonathan Davis talks to Sarah Lowther about how a reduction in the Bank of England's base rate could provide a fillip to the stock markets as it offers relief to companies with stretched balance sheets and stimulates the property market. They discuss the perils of elevating fund...
Published 03/27/24
EnSilica Plc's (LON: ENSI) aim is to be recognised as Europe's leading ASIC supplier. ASIC is the acronym for Application Specific Integrated Circuits which helps the analog world marry with the digital. ASICs currently represent approximately seven percent of a silicon chip market forecast to grow to a trillion dollars by 2030. Within that space EnSilica customises ASICs for customers, and the bespoke benefits include better data security and supply chain resilience, which in a supply chain...
Published 01/04/24
The fifteen acquisitions that Trident Royalties Plc (LON:TRR) has made in just over three years has been described as a "blistering pace" by its chief executive Adam Davidson. Positioned in the resource sector, Trident acquires royalties in mining companies, and in doing so is entitled to a percentage of generated revenue. "The mining royalty sector is not tiny,' says Davidson. "It's $80 billion in aggregate market cap of mining companies around the world." While other royalty companies...
Published 12/13/23
In addition to expanding resources to accommodate its growing register of really large and regular customers, Cerillion PLC (LON:CER) has added Generative AI into its product set which gives clients more tools to monetise existing infrastructure. "It's going to be revolutionary across the board", says founder and chief executive Louis Hall, and he should know. He's been with the billing, charging and customer relationship management software solutions provider for over two decades and has...
Published 12/12/23
Manx Financial Group PLC (LON: MFX) celebrated a financial services first in October 2023 when its Conister Bank became the first Isle of Man bank authorised to accept deposits in the United Kingdom. Chief executive Douglas Grant says being awarded a UK Branch Banking Licence demonstrated regulatory recognition of the company's "really transparent operating business model based on sound economics". Expansion of the group's overall model says Grant will come through diversification. It will...
Published 12/08/23
In times of turbulence, the right investment decisions can make all the difference. Master Investor partnered with Netwealth to help you navigate the economic landscape with confidence and maximise your investment potential in 2024.Master Investor’s Sarah Lowther is joined by Netwealth’s Iain Barnes to share his expert insights and perspectives on the volatile financial markets as well as tools and resources you can use for your own wealth management going into 2024. For more investment and...
Published 12/06/23
Eleanor Davies, Dealflow Steward at VitaDAO, Alex Colville, Co-founder and General Partner at age1, and Patrick Burgermeister, Expert in Life science Investing at Kizoo Technology Ventures, join Phil Newman, Editor-in-Chief at Longevity.Technology, for a panel discussion at Investing in the Age of Longevity 2023. In their chat, participants outline the investment strategies and business models of their respective funds in the longevity sector, as well as their expectations for 2024.Investing...
Published 12/04/23
Dr Richard Marshall CBE, CEO at Juvenescence, Bill Kapp, Co-founder and CEO at Fountain Life, and Jörg Rieker, Founding Partner at Maximon, join Phil Newman, Editor-in-Chief at Longevity.Technology, for a panel discussion at Investing in the Age of Longevity 2023. In their chat, participants present the business models and product pipelines of their respective companies in the longevity sector, and give an update on their current fundraising efforts.Investing in the Age of Longevity 2023 was...
Published 12/01/23
Not only will the next 12 months be "fascinating" for investors, but according to investment trust authority Jonathan Davis, the UK stock market could do 'quite well' mainly because it's cheap. While the word "cheap" may sound derogatory, buying low represents opportunity, and with 2024 being an election year in both the U.S. and the UK, investment opportunities may not ride on which parties are elected but what the 'voted in' can do to reinvigorate the economy. In his wrapping up 2023...
Published 11/28/23
Greg Bailey, Co-founder and Executive Chairman at Juvenescence, joins Phil Newman, Editor-in-Chief at Longevity.Technology, for a chat at Investing in the Age of Longevity 2023. Highlighting the importance of preventitive medicine in the healthcare sector, Greg gives his own estimate of how the longevity space is going to develop over the next five years. He also touches on the industry's focus on regulation, and gives advice on how private investors can participate in the longevity space....
Published 11/23/23
After years of cheap money and low interest rates, Master Investor's Jonathan Davis describes the year so far as a "reckoning postponed", and while he is gloomy about the markets he talks about the very much alive investment opportunities that exist. Greencoat UK Wind (LON:UKW) is one such opportunity. "It has an inflation linked yield commitment which it's going to keep", says Davis who explains that while there's a lot of issues around wind power, "that's actually a positive because the...
Published 10/05/23
The Artisanal Spirits Company (LON: ART) creates and sells what it describes as "outstanding limited edition whiskies and experiences around the world." It does so primarily through its Scotch Malt Whisky Society established some 40 years ago.Crucially, Artisanal is not a distillery or a primary producer. It buys from a huge range of distilleries and has just bottled from its 157th malt whisky distillery.Chief Executive Andrew Dane says Artisanal’s space within the global whisky market is in...
Published 09/27/23
In Conversation with Sam Volkering, Editor of The Crypto Handbook.The move towards more digital assets is “inevitable,” says Sam Volkering. The amount of physical cash in circulation in the U.K. is a mere 4% and society is becoming more comfortable with Bitcoin as a new form of money. With its many gatekeepers and administrative demands on users, traditional finance doesn’t work argues Volkering. Bitcoin on the other hand is a new democratised digital asset that is inclusive for everybody....
Published 09/14/23
August 2023 saw ZOO Digital Group plc (LON:ZOO) updating investors about a fourth successive year of double digit revenue growth, margin improvement and record pre-tax profitability. The company provides services to the entertainment industry including large streaming companies and other organisations that create content such as feature films and TV series. With its proprietary cloud-based software 'ZOO' provides myriad services to its customers including subtitling and soundtrack dubbing...
Published 08/14/23
As equity markets recover from the shocks of 2022, Jonathan Davis and James Harries of Troy Asset Management, manager of the STS Global Income and Growth trust, discuss the role that global equity income can play in delivering reliable medium term returns. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk (https://masterinvestor.co.uk/).
Published 07/07/23
Cerillion plc (LON:CER) is a growth stock. It's recognised as such by the many long-term ‘sticky' shareholders and by a city-respected panel who recently recognised founder and CEO Louis Hall as Executive Director of the Year. Hall owns more than 30% of the shares of the business that has seen "a quite steep rise in growth in share price within the last few years." That 'quite steep rise' is a seven-fold increase over the past five years. The company at a simplistic level provides enterprise...
Published 07/05/23
In this month's Master Investor cogitation, Jonathan Davis and Sarah Lowther discuss whether the AIM market is suffering due to predictions of an impending Labour government and despite a plethora of bad news investor confidence is actually returning. Davis considers the plight of indebted U.K. water companies using the Warren Buffett analogy of "You know who's been swimming naked when the tide goes up." He also references the third-party casualties of those with exposure to those...
Published 06/30/23
In times of turbulence, the right investment decisions can make all the difference. For our June podcast, Master Investor have partnered with Netwealth to help you navigate the uncertain economic landscape with confidence and maximise your investment potential. Master Investor’s Sarah Lowther is joined by Netwealth’s Gerard Lyons and Matt Conradi to share their expert insights and perspective on the volatile financial markets as well as the tools and resources you can use for your own wealth...
Published 06/28/23