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Berkeley Group, Bitcoin and Rare Earths with Alan Green

Alan Green joins the Podcast for our weekly instalment of markets and UK equities.

This Podcast starts by looking at Bitcoin and the factors driving the recent selloff. China has implemented restriction on Bitcoin that sent the price spiralling and we look at both sides of the argument around whether now is a time to buy.

We explore Berkeley Group Holdings (LON:BKG) after the company updates the market on a bumper 2020 where the South East focused house builder managed to grow their top line despite the pandemic.

However, shares in the London-listed company fell in the immediate aftermath and we question whether investors were simply expecting too much from the company, or were nerves around a slowdown in the wider housing market driving sentiment.

Rightmove said they saw house prices rise 0.8% in June, down from 1.8% in May.

We also discuss Mosman Oil & Gas (LON:MSMN) and Altona Energy (LON:ANR).

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