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UK Investor Magazine

UK Investor Magazine

Auteur(s): UK Investor Magazine
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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.

UK Investor Magazine
Économie
Épisodes
  • Electrifying Africa’s motorcycle market with Roam Electric
    Dec 9 2025

    he UK Investor Magazine Podcast was delighted to welcome Filip Lövström, CEO of Roam Electric, who joined Jeremy Naylor to discuss the firm’s rapid expansion in the African electric motorcycle market.


    Find out more about Roam Electric here.


    Roam Electric is a Swedish-founded, Kenyan-based company transforming African mobility by manufacturing affordable, durable electric motorcycles designed specifically for local conditions.


    The company addresses a critical problem: Africa’s 25 million motorcycles are predominantly petrol-powered, costly to operate, and heavily polluting. With fuel costs having increased 123% over five years and air pollution linked to 1.1 million premature deaths, Roam’s electric motorcycles offer a solution that is 80% cheaper to run than conventional petrol bikes.


    The company has achieved remarkable traction, capturing 40% of Kenya’s electric motorcycle market and partnering with major platforms including Uber, Bolt, DHL, and M-KOPA.


    The Financial Times recognised Roam as one of Africa’s fastest-growing companies in 2025, with revenue growth of 550% between 2020-23 and annual recurring revenue of €7.5m.


    Roam operates East Africa’s largest electric motorcycle assembly plant at 10,000 square metres and holds what it believes is the only manufacturing licence in Kenya.

    Hosted on Acast. See acast.com/privacy for more information.

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    25 min
  • Critical metals and AI infrastructure with Majestic Corporation
    Dec 2 2025

    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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    14 min
  • Investing in the UK's leading AI adopters with Finsbury Growth & Income's Nick Train
    Nov 26 2025

    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 & Income


    Fund 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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    45 min
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