Critical metals and AI infrastructure with Majestic Corporation
The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.This time, we focus on critical metals and AI infrastructure.Download the 'Critical Minerals in AI Infrastructure' report.This episode explores AI infrastructure’s material demands and the data centre waste recycling opportunity.We look beyond AI’s power consumption to the physical metals driving the technology and their end-of-life value.The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.Krystal details which AI infrastructure metals urban miner Majestic recovers, their current exposure to data centre waste, and the projected growth in this segment.We finish by looking at how Majestic is positioning to capture the opportunity. Hosted on Acast. See acast.com/privacy for more information.
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Investing in the UK's leading AI adopters with Finsbury Growth & Income's Nick Train
The UK Investor Magazine was thrilled to welcome Nick Train, Fund Manager of the Finsbury Growth & Income trust, for an enthralling discussion about Finsbury Growth & Income and his focus on data-rich companies successfully deploying AI.Find out more about Finsbury Growth & IncomeFund manager Nick Train discusses his investment strategy for the Finsbury Growth & Income trust, with particular focus on the role of digitalisation and artificial intelligence in the portfolio.Train explores the trust’s objectives and strategic approach to meeting them, whilst addressing the long-standing undervaluation of UK equities and potential catalysts for a market re-rating.He explains his preference for a concentrated investment approach over broader diversification and the value creation enabled by data analytics in data-intensive companies.The conversation examines the trust’s positioning towards AI technologies and its framework for evaluating technology investments.Train shares insights on several key holdings, including RELX, LSEG, and Rightmove, discussing what makes them compelling investments and how they’re performing against expectations.We also discuss the consumer element of the portfolio and why Nick sees value in names such as Diageo and Burberry.The discussion concludes with Train’s outlook for the year ahead and what particularly excites him about future opportunities in the digitalisation and AI space. Hosted on Acast. See acast.com/privacy for more information.
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Non-invasive disease detection through a scan of the eye with Occuity
The UK Investor Magazine was thrilled to welcome Dan Daly, Founder & CEO of Occuity, and CCO Mark Jenkins to delve into Occuity’s eye scanning disease detection technology.Find out more about Occuity on Republic here.Occuity is developing handheld, non-contact devices that use the eye as a window to the body’s health.The company’s patented optical technology already addresses glaucoma and myopia, while future products will target disease screening and, ultimately, a non-invasive glucose meter for diabetes monitoring.Occuity enables screening of glaucoma, myopia and diabetes through optical MedTech backed by 15 patents and £4 million in grant funding. Its first product is selling globally through 19 distributors. The company has established a proven platform with a strategic pipeline of products in development.The company has been busy forging commercial partnerships and is well placed to push forward with its growth strategy on the completion of their current fundraising round. Hosted on Acast. See acast.com/privacy for more information.
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The Smarter Web Company: compounding the utility of Bitcoin ownership
Jesse Myers, Bitcoin Strategy Consultant of The Smarter Web Company, 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% discountThe Smarter Web Company provides web design, development and online marketing services on a subscription model, comprising an initial setup fee, annual hosting charges and optional monthly marketing fees. The business has identified opportunities to expand these core service offerings to its existing client base.Beyond organic expansion, The Smarter Web Company is pursuing a strategic acquisition programme to increase its client portfolio and recurring revenue streams. Management will evaluate potential acquisitions on a selective basis, proceeding only when market conditions and strategic fit align with their objectives. Hosted on Acast. See acast.com/privacy for more information.
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Newbury Racecourse: building income streams beyond the track
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% discountNewbury 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. Hosted on Acast. See acast.com/privacy for more information.
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.
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