Fundamental Asset Podcast

In today’s episode director of the Institute for Fiscal Studies Paul Johnson shares the true cost of running Britain. Paul explores taxes, pensions including auto-enrollment, the ageing population, and the future of the state pension. Paul is perhaps one the UK’s best-known economists, a regular on BBC Radio 4, and writes a column for the Times Newspaper. Paul is also a published author with a Times bestseller Follow the Money, How Much Does Britain Cost.

Today’s episode is the start of a new podcast series discussing where your pension money is going starting with the recent proposals by Jeremy Hunt at the Mansion House speech. Should pension savers and private investors be concerned about this proposal to direct billions of pension money towards UK small caps and unlisted companies? What will it mean for pension savers and private investors?

Today’s episode is less about individual companies and more about the wider investing concerns around UK PLC and what could be done to help the UK become more attractive for individual investors and more attractive for companies to list here. Chris covers a wide range of concerns and solutions that could help improve conditions for investors, and the companies that list here.

Chris Boxall discusses three recent success stories: Castings (CGS), with squeaky clean reporting and a nice dividend. Kooth (KOO), wins a big contract with the state of California and Kitwave (KITW) just keeps going from strength to strength. In a sea of constant negativity, there are some shining lights. In contrast at the other end of the scale, Chris discusses Marlowe (MRL) and Gooch & HouseGo (GHH) who have been on an acquisition bonanza of late.

Chris Boxall discusses three UK micro-caps Anexo (ANX), Time Finance (TIME), and PCI-PAL (PCIP) that could take off. All three companies are growing but do have areas of concern that are holding the share price back; if they were to resolve these areas of concern then these three companies would become much more attractive. Chris also shares some red flags to look for when analysing companies such as the Relevance/Significance of senior management remuneration for small caps.

Welcome to the first episode of The Fundamental Asset Podcast where Chris Boxall will help you navigate and interpret the UK equity market with a particular focus on AIM. Whether it’s company-specific news, market-wide news, or timely market topics, Chris will share his wisdom and experience from his 30+ years as a fund manager and from the perspective of a private investor. Key topics for the first episode: UK small caps, RWS Holdings, Learning Technologies, Numis, iEnergizer ,portfolio management, letting your winners run vs taking profits, inheritance tax planning and dividends from AIM companies.