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Shaun Hinds, CEO of Newbury Racecourse, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.
Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discount
Newbury Racecourse, established in 1904, has been publicly listed since 1982.
The venue hosts 28 horse racing fixtures annually across National Hunt and Flat racing, supplemented by additional meetings allocated by the British Horseracing Authority.
Beyond racing, the company runs conferences, exhibitions and events, whilst also operating The Rocking Horse Nursery (accommodating over 150 children up to age four) and a 36-bedroom on-site hotel.
It also owns the freehold on 13 apartment blocks around the track.
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Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.
Find out more about Tradu here.
In this episode, we dive deep into the Bank of England’s latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE’s rate cuts heading into the next meeting, and analyse what the GBP/USD pair’s immediate reaction signals about currency markets.
Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI’s impact on the US dollar and break down Palantir’s dramatic market reaction.
Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders.
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Chris Heminway, Executive Chairman of Time to Act, joins the UK Investor Magazine as part of the Aquis Showcase Series running up to the event on 19th November.
Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discount
Time to Act is an Aquis-listed aggregator platform that builds and acquires businesses in the SME cleantech and renewables engineering sector. Operating under a “Best Owner” principle, Time to Act provides patient-to-permanent capital and strategic support to early and later-stage companies, filling a gap left by the VCT industry.
The platform combines a lean corporate structure with capable business-level management teams, offering portfolio companies access to strategic planning, commercialisation advice, financial expertise, and technology support. Unlike traditional funds, Time to Act operates as a hands-on business operator focused on long-term value creation.
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In this episode, we sit down with Matt Cable, Fund Manager at Rights & Issues Investment Trust, to explore his investment strategy and approach to UK smaller companies.
Find out more about the Rights & Issues Investment Trust here.
Matt discusses what sets his fund apart from peers, the practical implications of being style agnostic, and his views on the UK economy and emerging opportunities.
We look at the trust’s dividend and whether its 3% yield is by design or a byproduct of selecting high-quality UK small and mid-cap companies.
We also cover his confidence amid the recent wave of IPOs, allocation themes within the portfolio including recent additions, and what it means to manage a UK smaller company fund in today’s market environment.
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The UK Investor Magazine was thrilled to welcome Dr James Claypole, founder of Ail Arian, to discuss the sustainable printed electronics pioneer’s technology and its current funding round.
Ail Arian is revolutionising printed electronics with patented, recyclable silver conductive inks that achieve a 94% recovery rate.
Find out more about Ail Arian here.
The company addresses critical sustainability challenges in the electronics industry—precious metal depletion and stringent environmental regulations—while helping manufacturers drastically cut CO2 emissions and manufacturing waste.
Their innovative design-for-recycling approach creates the first circular ecosystem for printed electronics. This enables customers to reduce e-waste, comply with emerging legislation like ESPR and PPWR, and meet ESG commitments.
The global conductive inks market, valued at $2.73B in 2023, is projected to reach $3.98B by 2032. Ail Arian has already developed a working MVP with positive early customer feedback and secured key development partnerships through signed MOUs.
As a CleanTech StartUp of the Year Finalist 2025, they’re positioned to capture market share by selling sustainable silver inks while allocating investment toward R&D and marketing to scale their circular manufacturing solution.
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The UK Investor Magazine was delighted to welcome Neil Wilson, Investor Strategist at Saxo UK, to discuss global equity markets and key near-term events.
The discussion begins by examining the Bank of England’s monetary policy constraints and whether rate cuts can deliver meaningful market impact, given current inflation rates.
The conversation then turns to global equity valuations, questioning whether elevated price levels represent a genuine concern or simply reflect the natural progression of market appreciation.
This leads into artificial intelligence, weighing whether the sector is experiencing a speculative bubble or if current valuations can be justified by future earnings.
We look at the current US earnings season, highlighting standout companies and the key takeaways.
With the FTSE 100 trading near record highs, we explore which sectors present the most compelling value opportunities for UK investors.
Neil provides his view on the gold rally and whether it can be sustained.
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The UK Investor Magazine was delighted to welcome Brendan Callan, CEO of Tradu, back to the podcast to explore what zero commission trading means for individual traders and the market as a whole.
Find out more about Tradu here.
Zero-commission trading is breaking down barriers for retail investors and making financial markets more accessible to everyone seeking to secure their financial futures.
We explore the pros and cons of zero-commission and the practices investors should be aware of.
Brendan discusses Tradu’s approach to zero-commission trading and the values that guide their offering for traders and investors.
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The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the podcast to discuss the Urban Miner’s recent half-year report and plans for growth through 2025 and 2026.
We discuss revenue fluctuations, margin expansions, and how the firm is dealing with trade tensions. The conversation addresses the tariff headwinds that have challenged the industry and examines whether stabilisation is finally on the horizon.
Majestic has boldly reiterated its ambitious target: 100,000 tonnes of processing capacity by 2030. How will they get there? We discuss the Wrexham expansion and intensified UK sales efforts that are paving the way. The UK market has clearly captured Majestic’s attention, and we explore exactly what makes it so attractive.
There’s also an exciting dimension to the company’s growth strategy. Majestic is increasingly focused on AI infrastructure supply chain, positioning itself to benefit from the AI boom. What does this mean for future revenues? Krystal shares Majestic’s perspective on this rapidly evolving opportunity and reveal what investors should be watching for during the remainder of 2025.
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We discuss the UK property market and explore what the future could hold for FTSE 100 housebuilders.
Conscious of being overly political, we analyse the key drivers of the UK property market, touching on government policy, supply and demand dynamics and the immediate outlook for the market.
We frame our conversation around the market opportunity for FTSE 100 housebuilders, examining current share prices and where they may be headed next.
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The UK Investor Magazine was delighted to welcome Anant Prakash, CEO of Odysse, to discuss the company’s vision, milestones, and live crowdfunding campaign.
Odysse is building the UK’s first all-electric, AI-powered ride-hailing fleet, already achieving ~£1M annual revenue and a five year contract with Bolt. In this episode, Anant explains the inspiration behind Odysse, the problems it is solving for drivers and riders, and how its model improves the service of incumbents like Uber and Bolt.
The conversation also covers Odysse’s rapid growth plans, scaling from 30 vehicles today to 3,000 by 2030, targeting £100M in revenue, and how funds from the crowdfunding campaign will accelerate this expansion. For listeners inspired by Odysse’s mission, this episode shows how to experience the service and get involved in the investment opportunity.
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The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss recent results and plans for new product launches.
GenIP CEO Melissa Cruz joins us to discuss the company’s milestone first half-year as a publicly listed entity. Fresh off releasing their inaugural half-year financial results, Cruz offers a candid assessment of how the business has performed since going public and the progress the company has made.
The conversation delves into both the numbers and the operational story behind them, exploring what’s working well and where the company is focusing its energy. Cruz also unveils GenIP’s updated commercial strategy, which includes several new product launches set to reshape the company’s offerings.
A particularly interesting segment focuses on GenIP’s plan to shift its client composition, targeting corporate clients to represent up to 45% of the mix. Cruz explains the benefits of increasing the number of corporate clients and what it means for the company’s long-term positioning.
The episode concludes with Cruz sharing the three developments that most excite her about the year ahead, offering listeners a glimpse into the CEO’s strategic priorities.
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The UK Investor Magazine was thrilled to welcome Brendan Callan, CEO of Tradu, to explore how investors and traders can utilise AI to improve their investment process.
Find out more about Tradu here.
This episode dives deep into how brokers are leveraging artificial intelligence for fraud detection, trade execution, risk management, and personalised client experiences.
We examine how AI transforms the investor experience through faster execution, smarter analytical tools, and more accessible market insights. Featured discussion on Tradu’s Analyst AI reveals cutting-edge functionality and development insights that are reshaping how clients interact with financial data.
But what are the risks? We tackle the dangers of over-reliance on AI, opaque decision-making processes, and algorithmic biases.
Looking ahead, we explore whether AI will democratise investing by making markets more efficient and empowering retail investors—or if it will widen the gap between professionals and everyday traders.
A must-listen for anyone curious about the future of finance and technology’s role in investment decision-making.
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The UK Investor Magazine was thrilled to be joined by Kartik Kumar, Portfolio Manager of Aurora UK Alpha, to discuss the investment trust and its distinctive approach to UK equity investing.
Find out more about Aurora UK Alpha here.
In this episode, listeners will learn how Aurora applies time-tested investment principles from legends such as Warren Buffett and Charlie Munger to identify undervalued opportunities in the UK market.
The discussion explores why Aurora sees compelling value in UK-listed companies, particularly those with domestic-focused business models that many investors are overlooking. You’ll learn about their rigorous research methodology for evaluating consumer-facing businesses and gain insights into their concentrated portfolio approach.
Hear detailed case studies of key holdings, including why Barratt Redrow stands out in the competitive homebuilding sector and the strategic thinking behind Phoenix’s unusual takeover of funeral services provider Dignity. Kartik also discusses their patient investment philosophy – including their “propensity to do nothing” – and whether market volatility in 2025 prompted any new investment actions.
The conversation concludes with their compelling case for why investors should consider Aurora UK Alpha in their portfolios, plus book recommendations for anyone interested in deepening their investment knowledge.
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The UK Investor Magazine was delighted to welcome Matthew Hindhaugh, CEO of The Tweakments Guide, to the podcast to delve into the company’s growth story and its current crowdfunding campaign.
Find out more about the Tweakments Guide on Crowdcube here.
The Tweakments Guide is a trusted UK platform offering expert, unbiased content on aesthetic treatments and skincare. Through articles, videos, a newsletter, social media and events we help consumers make informed choices, connect with top practitioners and buy skincare products.
The aesthetics advice platform has achieved £389k revenue and £114k EBITDA in 2024 without external investment.
Founded by management with deep experience in aesthetics journalism, the company addresses consumer confusion in the aesthetics market by providing trusted, comprehensive guidance on treatments and skincare options.
Growth across all channels demonstrates strong consumer demand for unbiased advice in a sector where people fear making costly mistakes. The platform helps users navigate treatment choices based on their specific objectives and budget constraints.
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The UK Investor Magazine was thrilled to welcome Thomas Moore, Fund Manager of Aberdeen Equity Income Trust, to discuss the trust’s award-winning strategy and approach to achieving a high yield with a UK equity income mandate.
The trust has earned AIC Dividend Hero status and won Best Income Trust at the Online Money Awards. The trust is among the best performing AIC equity income trusts over the past 52 weeks on a NAV growth basis while maintaining an attractive 6% yield.
Find out more about Aberdeen Equity Income Trust here.
The conversation begins by exploring Moore’s distinctive approach to UK equity investing and what sets Aberdeen Equity Income Trust apart from its peers. We delve into the trust’s index-agnostic approach to portfolio construction and how it enhances the trust’s payouts.
Thomas provides his view on the current UK political environment and the implications for UK shares.
Financials dominate the trust’s portfolio, Thomas explains the attraction of the sector and what the future holds. We explore portfolio companies including HSBC, BP, Coats and Ithaca Energy. Thomas also provides his view on the housebuilders.
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The UK Investor Magazine was delighted to welcome Vicky Davies, CFO of Adsure Services, to the podcast to discuss recent results and the outlook for the year ahead.
Adsure Services revenues grew 7% in the year ended 31 March 2025, while EBITDA soared 35%.
Strong financial performance driven by fresh contracts helped support a 15% increase in the dividend.
Vicky outlines Adsure’s near-term plans and the expected benefits of deploying their proprietary AI tool later this year.
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The UK Investor Magazine was thrilled to welcome Alastair Unwin, Deputy Manager of Polar Capital Technology Trust, to delve into the trust and its focus on the adoption of artificial intelligence.
The Polar Capital Technology Trust aims to be at the forefront of this transition, seeking to identify and invest in the real drivers and beneficiaries of AI adoption – carefully navigating powerful technologies while positioning for long-term growth.
Find out more about the Polar Capital Technology Trust here.
Alastair outlined Polar Capital Technology Trust’s disciplined approach to investing in the technology sector, emphasising how the fund navigates the inherent challenges of a high-growth sector that’s often susceptible to market hype and speculation.
The conversation explored the significant turbulence experienced by technology stocks in the first half of the year, followed by a strong recovery that pushed markets to new highs. Alastair provided insights into the underlying drivers of these movements, including macroeconomic factors, investor sentiment shifts, and sector-specific catalysts that influenced the dramatic market swings.
A significant portion of the discussion focused on the market concentration within the “Magnificent Seven” technology stocks, several of which feature prominently in PCT’s top holdings. Alastair addressed the critical question of what market conditions and developments would be necessary to achieve broader market participation beyond these mega-cap technology leaders.
Looking ahead to potential market broadening, Alastair highlighted specific investment opportunities that PCT is particularly excited about. The discussion covered sectors and companies positioned to benefit from a more diversified technology rally and the fund’s strategy for capitalising on these emerging themes.
The podcast delved deep into the artificial intelligence investment theme, examining how returns have been predominantly driven by semiconductor companies and infrastructure providers – the “enablers” of AI. Alastair discussed the fund’s perspective on identifying the next wave of AI “beneficiaries” and highlighted early success stories beyond the traditional “picks and shovels” approach to AI investing.
Drawing on recent earnings from technology giants Meta and Alphabet, the conversation addressed the “incumbent’s dilemma” and the massive AI-related capital expenditure commitments from hyperscale cloud providers. Alastair provided his assessment of whether current spending levels are justified by potential returns and market opportunities.
The discussion explored PCT’s approach to measuring AI market health, including their analysis of AI tokens processed as a key barometer. Alastair explained what tokens represent in the AI ecosystem and outlined other metrics the fund monitors to gauge the sustainable growth of artificial intelligence applications.
A forward-looking segment focused on Alastair’s views on “Agentic AI” as the next significant step toward Artificial General Intelligence. The conversation covered what distinguishes agentic AI systems, their potential applications, and the investment opportunities this evolution presents for technology investors.
The podcast concluded with Alastair’s perspective on the most compelling aspects of investing in the AI era, discussing long-term trends and opportunities that have PCT particularly optimistic about the years ahead in technology investing.
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The UK Investor Magazine was thrilled to welcome Duncan Nyanzi, Founder and CEO of Panda Tech Industries, the world’s first smart credit platform for nightlife, to explore how it’s transforming midweek trade for venues and spending power for students.
With over 200 venues waitlisted and partnerships lined up with UCAS and Dig-In, Panda lets students pay later at bars and pubs, while helping operators boost footfall and revenue.
Now opening to investors via Crowdcube, Panda is beginning to gain traction in a £20Bn market.
We discuss the platform’s go-to-market strategy, unique credit model with SteadyPay, and big plans for scaling across the UK and beyond.
Find out more about Panda here.
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The UK Investor Magazine was thrilled to welcome Majestic Corporation’s Krystal Lai to drill down into the company’s recent annual results and plans for the future.
Krystal starts by outlining Majestic Corporation’s critical minerals recycling business model, detailing the specific forms of waste the company processes, and the precious and non-ferrous metals Majestic returns to the supply.
Majestic Corporation recently reported a 67% increase in full-year revenue – we lift the lid on the company’s financial performance and look forward to what investors can keep an eye out for in the year ahead.
We discuss the massive opportunity in the UK for Majestic’s operations and their plans to accelerate growth in the UK.
Working towards a goal of processing 100,000 tonnes of waste per year by 2030, Majestic has announced plans for a new 50,000 sq. ft. facility in Wrexham, Wales.
Find out more about Majestic here.
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The UK Investor Magazine was thrilled to welcome Iain Pyle, Fund Manager at Shires Income, for a comprehensive discussion about the investment trust that currently provides investors with a 5.3% yield.
This is a podcast for UK equity enthusiasts.
We start by exploring the Shires Income approach to achieving a market-beating yield for investors, touching on the portfolio’s composition and key objectives.
Find out more about Shires Income here.
Shires Income is one of the few UK equity income trusts to trade at a premium recently – we ask Iain what he believes the driving factor behind this is.
Iain naturally moves on to the trust’s screening and the types of stocks the managers seek out for inclusion in the portfolio. We discuss balancing an attractive yield with growth and the key attributes Shires require in their portfolio companies.
Shires Income has a notable weighting to fixed income assets, such as preference shares, and we dedicate a segment to the benefits of holding these assets.
Iain provides a deeply insightful breakdown of a selection of Shire’s portfolio companies, really lifting the lid on their investment thesis and what the team likes about the companies.
Companies covered include Greggs, NatWest, Morgan Sindall and Midwich.
Iain finishes by outlining what excites him the most about the year ahead.
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