Épisodes

  • My review of M.P. Evans (MPE). Part two. I visit an M.P. Evans plantation
    Feb 14 2025

    The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is part two of a two-part podcast. In this episode Mark will be talking about his recent experience of visiting an M.P. Evans palm oil plantation on Bangka Island in Indonesia.

    If you would like to listen to part one, in which Mark gives a performance update about his holding and also takes a closer look at the palm oil industry, follow the link below. As always, please hit the like button if you enjoyed this podcast and subscribe to the channel to be notified when future episodes are released.

    Listen to part one of this podcast using the following link:

    Listen on Transistor: https://share.transistor.fm/s/bd8266e2


    Links:

    M.P. Evans
    https://www.mpevans.co.uk

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    43 min
  • My review of M.P. Evans (MPE). Part 1. Sustainable palm oil
    Jan 30 2025

    The M.P. Evans Group PLC owns a number of oil-palm plantations in Indonesia and the company is certified by the RSPO as a producer of sustainable palm oil. This is a two-part podcast. In this episode Mark provides a performance update about his holding in the stock and he and Paul take a closer look at the palm oil industry as an investment opportunity. In part two, which is coming soon, Mark will be talking about his recent experience of visiting an M.P. Evans plantation on Bangka Island in Indonesia. As always, please hit the like button if you enjoyed this podcast and subscribe to the channel to be notified when future episodes are released.

    Links:

    M.P. Evans
    https://www.mpevans.co.uk

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    53 min
  • Question in a Bottle. Is it ethical to be a tax exile?
    Jan 12 2025

    Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Ormerod Green asks "Is it ethical to be a tax exile?".

    If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

    Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    14 min
  • A festive review of my 20-year holding in TESCO (TSCO)
    Dec 20 2024

    In this episode of the podcast, Mark reviews his 20-year holding in supermarket giant TESCO and looks at how the 2024 budget and other issues are likely to affect future performance and share value. Paul gets the Parrots to say grace before eating their Christmas dinner.

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    'A Grace before Dinner' by Robert Burns (public domain).

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    32 min
  • Question in a Bottle. How much time do you spend on research?
    Dec 8 2024

    Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Wilf Taylor asks "How much time do you spend on research?".

    If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

    Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    9 min
  • John Walter talks about his life and being a Zytronic non-executive director
    Nov 22 2024

    As well as talking about John's globe-trotting childhood and his illustrious career, Mark and John discuss one thing that they have in common, their investment in touch-screen technology business Zytronic.

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    1 h et 8 min
  • Question in a Bottle. How might the 2024 budget affect you as an investor?
    Nov 7 2024

    Question in a Bottle is a series of short discussions where private investor Mark Atkinson answers questions sent in by listeners of his podcast The Desert Island Investor. In this episode, listener Edward Brown asks "How might the 2024 budget affect you as an investor?".

    If you would like to hear Mark's opinion on an investing-related topic, pop your question into a bottle using the email form on https://www.thedesertislandinvestor.co.uk

    Question in a Bottle and The Desert Island Investor podcast are generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

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    22 min
  • A personal review of my holding in Alliance Pharma plc (APH)
    Oct 24 2024

    Alliance Pharma PLC is a leading international healthcare business. The company was established in the UK over 20 years ago and today it markets products in over 100 countries worldwide. In this episode Mark reveals how the business is performing for shareholders and he also delves into the intriguing incident when Alliance were falsely accused by the CMA of engaging in anti-competitive practices.

    Links:

    Alliance Pharma
    https://www.alliancepharmaceuticals.com/

    The Desert Island Investor podcast is generously hosted by London City based analysts Progressive Equity Research. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.

    If you have a question for Mark for our mini-podcast 'Question in a Bottle' please complete the form on our website at https://www.thedesertislandinvestor.co.uk

    Created by Mark Atkinson (LinkedIn) | Produced by Paul Kerin | Bottle Illustration from FreePik (CC-BY) rawpixel dot com. SFX from Freesound (CC-BY): Waves: juskiddink. Corkscrew: YleArkisto. Justice statue on Central Criminal Court. Photograph by 'the wub'. Wikimedia Commons CC-BY-SA-4.0.

    Music from #Uppbeat (free for Creators!):
    https://uppbeat.io/t/yeti-music/peaceful-morning
    License code: L0TLWWJDT28JVSTX

    Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

    Voir plus Voir moins
    36 min