In this podcast, Graham was joined by Paul Hill, professional investor and analyst. He can be found on Twitter at this link.

Graham and Paul talk about Boeing, Bitcoin and the stocks which Paul has recently been buying for his portfolio.

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube.Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

In this podcast, Graham was joined by Nick Neill, MD of the award-winning estate agent Ewemove.

Ewemove is a subsidiary of The Property Franchise Group, where Graham is a shareholder. No payment was made for this podcast.

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube.Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

In this podcast, Graham was joined by Ian Wilson, CEO and David Raggett, CFO of The Property Franchise Group (TPFG). Property Franchise released its interim results on Tuesday, September 10th.

At the time of publication, Graham is a shareholder in TPFG. No payment was made for this podcast.

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube.Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

In this podcast, Andrew Latto of Fund Hunter and Graham chat about what they look for in shares.

The discussion then moves on to funds – what should we look for when investing in funds? And explores the question of what exactly changed when Neil Woodford left Invesco.

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube.Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

For this podcast, Graham was joined by Joel Deakin (@jmhdeakin). We discuss Rockrose Energy (RRE) and Sirius Minerals (SXX).

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube.Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

 

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

For this podcast, Graham was joined by Anthony Coombs, Chairman of S&U (SUS).

Please click here for our November 2018 interview with Mr. Coombs:

https://cube.investments/cube-podcast-5-interview-with-su-plc-sus/

Click here for S&U’s results statement for FY January 2019:

https://investegate.co.uk/s---38--u-plc--sus-/rns/final-results/201903260700119524T/

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

For this podcast, Graham was joined by Cube contributor Joel Deakin, following his return from a business trip and a holiday.

Podcast index:

• 02:00 Plus500 (PLUS) & IG Group (IGG)



• 10:00 Disney ($DIS)



• 11:00 Mkango Resources (MKA)



• 13:00 Bushveld Minerals (BMN)



• 21:00 RockRose Energy (RRE)



• 30:00 ReNeuron (RENE)



• 33:00 Sosandar (SOS)



• 40:00 Tandem (TND)

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

 

At the time of publication, Graham and Joel have financial interests in shares discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

For this podcast, Graham was pleased to be joined by Neil Johnson, Executive Director and CEO of Duke Royalty (DUKE) (latest share price 41.4p, market cap £83 million).

Duke is “a Guernsey-based diversified royalty investment company. The Company specializes in diversified royalty financing and provides alternative capital solutions to a diversified range of businesses in Europe and abroad”.

Podcast index:

• 0:00 Background to Duke.



• 04:00 Nature of the product.



• 08:00 Protection in defaults.



• 13:00 Capital Step acquisition



• 17:00 Features of CS investments



• 24:00 Portfolio diversification and growth



• 27:00 Miriad Products & Duke’s equity holdings



• 38:00 Dividend policy



• 46:00 Duke’s debt facility

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

 

At the time of publication, Graham Neary has a long position in DUKE.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com

In this edition, Joel and Graham discuss their views on the latest market news and opportunities.

• 01:00 RockRose Energy (RRE)



• 04:00 The Art of Execution



• 08:00 United Oil & Gas (UOG)



• 15:00 Amazon ($AMZN)



• 21:00 Netflix ($NFLX) & Disney ($DIS)



• 25:00 Red Rock Resources (RRE)



• 28:00 Salt Lake Potash (SO4)



• 31:00 Remote Monitored Systems (RMS)



• 36:00 Bushveld Minerals (BMN)

Disclaimer: this podcast is provided “as is” without any representations or warranties, express or implied. Cube Investments makes no representations or warranties in relation to the information in this podcast. The podcast is not intended to address your particular requirements. In particular, the information in this podcast does not constitute any form of advice or recommendation and is not intended to be relied upon by users for investment decision-making purposes.

At the time of publication, Joel and Graham have financial interests in shares discussed in this podcast.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theinvestorinstitute.substack.com