The Vox Markets Podcast With Justin Waite

Is this the best investment scenario you can achieve? We also discuss Destiny Pharma #DEST & Good Energy #GOOD

We are seeing, I believe, the start…. of the end…. of the bear market. Bear = 20% below highs Bull = 20% above lows Inflation figures this week…. Inflation / CPI year on year to June Actual = 7.9% Forecast = 8.2% Previous = 8.7% Even Core CPI (YoY) (Jun) which BoE pay attention to is below forecasts... Actual = 6.9% Forecast = 7.1% Previous = 7.1% The Producer Price Index (PPI) Input (YoY) (Jun)  Actual =  -2.7% Forecast =  -1.6% Previous = 0.4% If input costs fall, some of the decline will be enjoyed as wider profit  margins by the producer and some will be passed on to the consumer in  the form of lower prices. This eventually feeds into CPI I think the bottom is behind us. 

Some notes on Good Energy #GOOD  VALUATION SUMMARY Market Capitalisation = £29m Net Cash = £19m Enterprise Value = £10m Net Asset Value = £38m WHAT DO THEY DO? Good Energy is a supplier of 100% renewable power and an innovator in energy services.  It has long term power purchase agreements with a community of 1,700 independent UK generators who are independent businesses, non profits and local communities, spread all over Britain.    Since it was founded 20 years ago, the Company has been at the forefront of the charge towards a cleaner, distributed energy system.  Its mission is to power a cleaner, greener world and make it simple to generate, share, store, use and travel by clean power.  Its ambition is to support one million homes and businesses to cut carbon from their energy and transport used by 2025.   Good Energy is recognised as a leader in this market, through green kite accreditation with the London Stock Exchange, Which? Eco Provider status and Gold Standard Uswitch Green Tariff Accredita

People are bearish… why? Because of all the economic data out there, it’s not good. Yes but the reality is the markets have priced a heck of a lot of this in. It’s been falling for 18 months. Now with this in mind, the fact the markets have been pricing this in advance - when do you think the markets will start pricing better economic data in advance?

How much money do you need a year to do the things you want to do? If you had a million pound and had it in a high yielding dividend fund, let’s say it would pay you 5%, you’d get £50k per year. From the age of 20, you would have to put £500 a month aside and assuming you can earn 5% interest a year, you’d have £1m by the age of 65. That’s a lot isn’t it? I don’t think many 20 year olds can afford to put £500 a month away. So how can you hit that £1m egg nest by the time you’re 65? Firstly you need to buy a house - as you can leverage your investment. You can put 10% down on a property and get an average return of 5% - 10%  Then you put any savings in a low cost well diversified fund. Then with the remainder you try to double, treble or ten bag your money with small, micro or nano caps. How much money do you allocate to this? Depends on your age. Take your age and add half. This should be your portfolio’s exposure to a well diversified low cost fund. The rest you dabble on wealth creators - these

Ketchup vs Mayo Central Bankers

The recent performance of the AIM All Share Index & 10 Facts About Bear Markets

The AIM ALL Share is at a new low at 760 from its all time high Last low was at 770 in October last year. It’s now down 42% from it’s all time high 658 days ago. The last time it was at this level during the dash for cash crash in April 2020.  This was a quick dip that recovered.  Previous to this, it was last at this level on 4th August 2016.  2,505 days ago.

Prime Minister Rishi Sunak said he understands that people will feel 'anxiety' following interest rate hike, adding that he's '100% on it' and it's 'going to be okay'. Bank of England Rate Rise Actual = 0.5% Forecast = 0.25% Current Interest Rate = 5% The AIM ALL Share has closed at 767.07 down (-0.82%), below it's October low of 775.61  Even though the CPI (YoY) (May) came in unchanged at 8.7%  when it was forecast to come in at 8.4% the PPI or Producer Price Index is telling a different story. The Producer Price Index measures a change in input prices of raw, semi-finished or finished goods and services. It's a good indicator of future inflation. It dropped by -1.5%, predicted to come in at -0.5%. This is the biggest drop since lockdown in May 2020. Do the Bank of England know what they are doing? Good Energy #GOOD Trufin #TRU Polarean Imaging #POLX Invinity Energy Systems #IES

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