Master Investors

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market.

 

"We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m.

The figures reflect the potential of its strong marketplace for Online Presence and Online Marketing services.

Ben Crawford, CEO of CentralNic Group PLC, joins us to discuss its successes, the future and what potential acquisitions may lie ahead.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse.

The metaverse, according to Whelan, is the evolution of how we communicate online. Currently the internet is like a flat page filled with text and video. Compare that to the metaverse which is about engagement and a breakaway from the internet which can be solitary and divisive.

He talks to Master Investor about the company’s pathway to profitability, how everybody should have a stake in the metaverse and the customer profile which tellingly includes Facebook.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027.

Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players in this space. We cover how ketones can modulate fundamental aspects of human physiology, including glucose metabolism, brain function and heart health.

Juvenescence was founded with a mission to transform what aging means to the world. Science around aging is accelerating at an extraordinary pace so we’ve set out to further that science through a coalition of the best scientists, physicians and investors creating cutting-edge therapies and products that will empower people to chart their own path forward. Our company represents a modality-agnostic portfolio of therapies developed by seasoned drug developers augmented by machine learning. We have raised over $200MM to date and are organized around two major divisions: JuvRx (Drug Therapies) and JuvLife (NonRx IP-protected and clinically-studied food ingredients and dietary supplements).

Get the experts’ insights on the latest research and development, hear from our founders, Dr. Greg Bailey and Jim Mellon on the opportunity areas in the market.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the business that has the “best in class of professional services” brought together in a platform.  Her aim is to add other niche brands that are specialists in their field while focussing on share price growth and the maintenance of the dividend and its yield.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, think energy and think about the opportunities that some well-run mining companies will present to those not risk averse and those with the time to do their research.

Popple is founder of Brookville Capital, a service dedicated to educating about commodities, portfolio diversification and stock recommendations including Chalice Mining which has increased ’65 times’ since Popple’s endorsement.

In this podcast he shares his BRIDGE stock analysis technique, and belief that investors should ‘spend time in the market instead of timing the market.’ Simon also gifts viewers and listeners of this Master Investor interview with an inflation busting exclusive discount code to his weekly Brookville Capital Intelligence Report.

Download Simon's presentation slides: https://masterinvestor.co.uk/simon-popple-slides

To save £100 on a yearly subscription of the "Brookville Capital Intelligence Report", enter code – Master – when placing your order (you will have to click on the full amount and then enter this coupon code (which is highlighted in blue) before you enter your bank details. Then you get the discount and pay last year’s price (£445) rather than this year’s (£545)).

This deal is valid until 30 May 2022.

Please visit https://www.brookvillecapital.com to find out more.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Stephen Yiu, the manager of the Blue Whale Growth Fund, seeded in 2017 by Peter Hargreaves with £25 million of his own money, was a very popular speaker at the Master Investor show 10 days ago.

Jonathan Davis, our newest contributor, caught up with him with a series of follow-up questions about this year's market sell-off and how the £960 million fund is responding to the challenges it poses.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Jonathan Davis and Charlie Morris, founder and CIO of ByteTree Asset

Management, discuss the outlook for equities, precious metals and

crypto-currencies in the wake of the Ukraine invasion.

Jonathan Davis is the editor of the Investment Trusts Handbook and a

regular contributor to Master Investor - catch him at the Master

Investor show this year. Charlie Morris, former Head of Asset Allocation

at HSBC, has taken a special interest in analysing and modelling the

behaviour of gold and bitcoin for more than a decade.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Sarah Lowther interviews the CEO and CFO of Northcoders Group PLC, Chris Hill and Charlotte Prior to find out more about their growth plans, business model and what they are doing with the money raised from their 2021 IPO.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.

Sarah Lowther is joined by Derren Nathan of Hybridan who describes the advances being made in Fintech, and the companies engineering the industry’s progress.

For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.