UK Investor Magazine

UK Investor Magazine
  • 5.0 (2)
  • Business
  • Updated Weekly

The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.

  1. 1d ago

    Lord Michael Spencer with David Buik and Michael Wilson

    UK Investor Magazine is joined by Lord Michael Spencer, one of the City’s most successful entrepreneurs of the past 25 years, as he sits down with David Buik and Michael Wilson. In this discussion, Lord Spencer shares his views on financial markets, the economy, and the business landscape, drawing on decades of experience at the forefront of global finance. Hosted on Acast. See acast.com/privacy for more information.

    30 min

  2. 3d ago

    The Guident IPO and AI data centres with Tekcapital

    The UK Investor Magazine is joined by Tekcapital Executive Chairman Cliff Gross, who unpacks Tekcapital’s 2025 results and progress for their portfolio companies. Cliff walks through the 2025 results, touching on financial performance and the key drivers of portfolio fluctuations. He then introduces Vesari, Tekcapital’s fifth portfolio company, targeting geothermal-powered hyperscale AI data centres. The thesis is that power, not chips, is now AI’s real bottleneck. Cliff explains why geothermal is uniquely suited to the job and how Vesari’s integrated, closed-loop architecture differs from peers. He also explores the funding opportunities for Vesari. The conversation turns to Guident’s IPO and when investors can expect the autonomous vehicle to begin trading on NASDAQ. We finish with an outlook for the year ahead. Hosted on Acast. See acast.com/privacy for more information.

    17 min
  3. Reshoring critical battery metals and supporting the UK’s supply chain with Altilium

    May 20

    Reshoring critical battery metals and supporting the UK’s supply chain with Altilium

    In this episode, we speak with Dr Christian Marston, COO of Altilium, about the company’s mission to build a circular economy for EV batteries and critical minerals. Find out more about Altilium here. We explore why battery recycling and supply chain security have become such pressing global issues, and how Altilium’s proprietary “urban mining” technology differs from conventional approaches. The conversation covers the company’s progress to date, including an £18.5 million UK Government grant, strategic backing from SQM, Marubeni and Mizuho Bank, and partnerships with major automotive names including JLR and Nissan. We also discuss the environmental benefits highlighted by independent lifecycle analysis, the scale of the commercial opportunity ahead of upcoming European recycled-content regulations, and the long-term vision for the UK’s circular battery economy. Find out more about Altilium here. Hosted on Acast. See acast.com/privacy for more information.

    16 min
  4. Top-line momentum and ambitious growth plans with England’s leading winemaker Chapel Down

    May 11

    Top-line momentum and ambitious growth plans with England’s leading winemaker Chapel Down

    In this episode, we speak with James Pennefather, CEO of Chapel Down, following the release of strong results and a positive outlook for the year ahead. Chapel Down is England’s leading winemaker and the most recognised English wine brand, producing award-winning sparkling and still wines from over 1,000 acres of vineyards in Kent. This is around 9% of the UK’s total production. There was a lot to like in 2025’s financial performance, with sales rising 19% to £19.4m, driving a 79% increase in adjusted EBITDA (including fair value adjustment to biological produce). James walks us through the drivers of top-line momentum, the dynamics of the shift in gross margin, and the path back to margin expansion. We dig into the balance sheet and when shareholders should expect to see improving cash conversion and sustainable free cash flow. On the commercial side, James discusses the rapid growth in off-trade sales, the protection of premium positioning as supermarket distribution scales, and the increasing contribution from the company’s Traditional Method Sparkling (TMS) wines. With marketing investment stepping up, we explore the expected payback and the principal drivers underpinning Chapel Down’s ambition for sustained double-digit growth. Hosted on Acast. See acast.com/privacy for more information.

    26 min

  5. May 5

    David Buik and Michael Wilson with Blondemoney’s Helen Thomas on local elections, oil and equity markets

    In this episode, David Buik and Michael Wilson are joined by Helen Thomas, founder of Blondemoney, for a wide-ranging discussion spanning UK politics and global markets. With local elections across England, Scotland and Wales approaching, Helen gives her take on what the results could mean for Labour, the Conservatives and Reform, and whether the traditional two-party system is truly finished. The conversation turns to whether a poor result for Labour could trigger a leadership challenge for Keir Starmer, whether Reform has peaked too early, and the prospect of a Conservative-Reform coalition by 2029. On markets, the trio discuss the resilience of equities, the risk of an oil price spike if tensions escalate in the Strait of Hormuz, and the potential fallout for equity markets. Hosted on Acast. See acast.com/privacy for more information.

    28 min

  6. May 1

    Beating earnings estimates and providing a solution to NHS waiting lists with One Health Group

    UK Investor Magazine sits down with Adam Binns, CEO, and Derek Bickerstaff, Chairman, of AIM-listed One Health Group, the independent provider riding the NHS Patient Choice tailwind with 140 consultants across 40 locations. FY26 delivered a 9% revenue beat at £32m, with EBITDA also ahead of consensus. Adam and Derek unpack where the upside came from, why consultations grew 20% while procedures grew 15%, and revenue 13%, and what that case-mix divergence means for the business going forward. We dig into the demand backdrop as NHS waiting lists remain stubbornly high, the early contribution from the Urology specialism launched at the end of FY25, and what’s next on the speciality roadmap. Adam and Derek also walk us through the new Scunthorpe hub and whether this signals a wider rollout of the hub model. We also look at why two of One Health’s largest commissioners have just shifted from one-year to five-year contracts and what that says about the visibility of future earnings. The podcast ends with what One Health Group investors should be watching over the months ahead. Hosted on Acast. See acast.com/privacy for more information.

    30 min
  7. Private markets, PISCES and Angel investing with Vestd’s Yaroslav Kinebas

    Apr 14

    Private markets, PISCES and Angel investing with Vestd’s Yaroslav Kinebas

    In this episode of the UK Investor Magazine podcast, Jeremy Naylor speaks with Yaroslav Kinebas, Operations Director at FCA-regulated Vestd, about how retail investors can access shares in private companies. Find out more about Vestd here. The conversation covers PISCES, the new private market trading framework, looking at what it is, who it’s for, and the problems it aims to solve. They also explore how modern single-deal SPVs and syndicates are opening up private markets, enabling angel investors and smaller funds to diversify, share risk, and compete with larger players. A timely discussion on the democratisation of private capital and the growing role of retail investors in this space. Hosted on Acast. See acast.com/privacy for more information.

    14 min

  8. Mar 31

    Selecting leading-edge AI and technology companies with TMT Investments

    In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech. Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail. We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders. We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business. We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them. Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments. Hosted on Acast. See acast.com/privacy for more information.

    51 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    UK Investor Magazine
  • Years Active
    2018 - 2026
  • Episodes
    468
  • Rating
    Clean
  • Copyright
    © UK Investor Magazine
  • Show Website
    UK Investor Magazine

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