The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you t...
Low-cost mining with Central Asia Metals CEO Gavin Ferrar
Host Stuart Fieldhouse speaks with Gavin Ferrar of London-listed Central Asia Metals [LON:CAML] about CAML's mining projects in Kazakhstan and Macedonia. How do tailings projects work, how is sustainability managed and what are CAML's future growth plans.
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00:00 Overview of Central Asia Metals PLC
01:21 Financial performance of CAML
01:39 Kounrad copper mine in Kazakhstan
02:57 Profitability of CAML's operations
04:20 What are tailings and how much do CAML own?
06:14 Demand for copper and the role of tailings projects
07:51 CAML's Sasa project in Macedonia
09:32 Future projects and growth strategy
12:05 Keeping costs down with solar power
13:18 Sustainability of the mining industry
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17:09
Junior mining stocks - "we have removed a lot of the uncertainty", with Ross Allister of Peel Hunt
In the episode of the podcast, host Stuart Fieldhouse speaks with Ross Allister of Peel Hunt about the state of the mining sector in the UK, the difficulties that junior miners can face accessing capital and where investors might look for growth areas, whether lithium, hydrogen, silver or otherwise.
You can watch the video of the interview on our YouTube channel.
www.youtube.com/@armchairtrader
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If you enjoy the podcast, like and subscribe for more great content.
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00:00 Intro to the Resourcing Tomorrow @resourcing-tomorrow conference
01:27 The state of the UK junior mining sector
06:00 What can be done to make London more attractive for miners?
07:48 Mining and ESG
09:36 Hot areas of the mining market
12:13 Junior miners market sentiment and availability of capital
15:08 Importance of retail investors to the mining sector
16:25 Advice for mining companies thinking of listing in London
18:49 2025 forecast
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20:20
High-yield investing with Martin Connaghan of Murray International Trust | Ep.129
Host Stuart Fieldhouse meets Martin Connaghan, co-manager of the Murray International Trust. Murray International, listed in London and acquired by abrdn in 2001, is regarded as a sector leader in terms of the dividend yield it is able to deliver to investors.
But how does a fund manager go about achieving such great results? Stuart talks to Martin about his allocation to emerging markets and how that fits into the Murray International strategy, and in particular about the red hot Asia tech stock sector.
Stuart and Martin also chat about the fund’s overall strategy and some recent new additions to the portfolio. How do the managers make the case of buying a new position for the fund? Martin also explains how the managers have designed the defensive characteristics of the portfolio, and what this means in practice.
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00:00 Intro to the Murray International Trust
02:21 What the trust invests in
03:51 When companies suspend dividends
06:11 Secret to a great dividend yield
08:17 Emerging markets allocation
11:32 Asia Pacific tech sector growth
14:26 Are Asian stocks consistent dividend payers vs Europe/US stocks?
16:55 Adding Mercedes-Benz to the portfolio
19:49 Macroeconomic factors in stock selection
22:24 Why is the trust rated as defensive?
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26:46
China's new trade restrictions on battery technology, with Dan Blondal of Nano One | Ep.128
In this brief episode, host Stuart Fieldhouse speaks with Dan Blondal of Nano One Materials about China's new trade restrictions on LFP (Lithium-Iron-Phosphate).
This move may well impact Nano One positively, since China supplies 99% of the world's LFP market, and Nano One is one of the few ex-China manufacturers.
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00:00 The new China trade restrictions on LFP
01:51 How much of a lead do China have in the LFP and battery space?
02:49 How important is this battery technology?
05:10 Implications for Nano One
07:42 Scaling Nano One's technology to meet demand
09:45 LFP is coming!
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10:54
Finding the next big US technology success story with Baillie Gifford US Growth Trust | Ep.127
We kick off the new year with host Stuart Fieldhouse talking to Gary Robinson, a partner at Baillie Gifford and the manager of the Baillie Gifford US Growth Trust [LON;USA], a FTSE 250 constituent. It seems like a timely discussion with so much focus on the US market at the moment. and with hedge fund Saba Capital seeking to take control of the trust's board.
On the podcast we chat about the investment trust's strategy and especially its exposure to unlisted companies. We look at how the trust optimises its exposure to the US tech sector and whether the Mag 7 stocks are distracting tech investors from other opportunities. Gary also gives us his views on how to spot the next big technology success story.
It's not all tech though: we also had time to look at the US healthcare sector and of course the likely impact of Donald Trump on the US stock market.
Listeners should be aware that the podcast was recorded prior to Saba Capital's announcement on 18 December in which it said it would seek governance changes at seven listed trusts.
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For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 Intro to the Baillie Gifford US Growth Trust
03:18 Private companies in the portfolio
06:21 Why large tech companies decide not to IPO
08:12 The Mag7 stocks
10:40 Findind the next Amazon or Nvidia
14:14 Corporate culture and visionary management teams
16:33 Healthcare sector holdings
19:04 Will the new presidency be good for US growth stocks?
21:38 Gary's two favourite stocks
The Armchair Trader Editor, Stuart Fieldhouse calls on his wealth of experience within the financial markets and extensive network of connections to bring you this investing podcast.
Stuart invites guests on to the show each week to discuss important themes within the financial markets. His guests include CEO’s of listed companies from around the world, from micro cap stocks to large established businesses. He speaks with Fund Managers about stock picking and the markets in which they operate, and he chats with Market Analysts about a range of topics that offer a broader view of the markets as well as insight on topical themes and trends.
Listen on SoundCloud, YouTube or wherever you get your podcasts.
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