Continuing Professional Development

Structured CPD

Amati produces regular content which we believe will be of interest and help inform our investor base. This can be included as part of your CPD requirement should you consider it relevant to your professional development needs. Once the below content is absorbed and upon completing the Q&A, Amati will produce CPD certificates for the various sections attended – please complete the form at the foot of this page to claim your CPD certificate.

Photonics and optical communications: the unsung heroes of the digital revolution (15 mins CPD)

Size: 4 MB


Learning Outcomes:

  • Appreciate the evolvement and advances of photonics & optical communications
  • Understand the pace at which the datasphere has grown
  • Understand why there is a need to move away from copper to fiber optics for data transfer

Datasphere (amount of data created, captured and consumed) has been growing at 20% CAGR (compound annual growth rate) over the past couple of decades (2020 – 2025E)

Copper is failing to cope with increased broadband speeds

The servers need to be water-cooled

Estimated around 70% less

Could 2024 be a transformative year for investors in the commodity sector after a particularly tough year in 2023? (15 mins CPD)

Size: 8 MB


Learning Outcomes:

  • Understand why we are seeing a washout in stocks across the commodity sectors
  • Gain a better understanding of what has impacted Lithium & Nickel sector in 2023
  • What could be the trigger for a recovery in gold stocks?

China’s key commodity-consuming sectors – property & infrastructure

Destocking from China led to inventory levels dropping from 85% to c 12%

Accelerated supply from Indonesia & The Philippines leading to mine closures in Australia

Sentiment towards the timing of the next Federal Reserve’s interest rate cut

UK Smallcap Buybacks & Dividends (15 mins CPD)


Learning Outcomes:

  • Understand what has driven the fall of dividend yield in the US
  • What are the benefits of companies having a share buy back option
  • Understand what will help drive real dividend growth for UK smaller companies

A fall in the inflation rate

Technology stocks and the ascent of the ‘Magnificent Seven’ (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia & Tesla)

It can boost earnings per share, reduce the number of shares in issue and counter dilutive stock options from executive incentive schemes.

Low Leverage / Good Free Cash Flow Yields / Low Valuations

The Magnificent 7 (15 mins CPD)


Learning Outcomes:

  • Understand the impact of “Magnificent 7” (largest US technology stocks) on Global and US market concentration and performance
  • Review the fundamental trends and valuation metrics of the Magnificent 7 companies
  • Consider the downside risks to Magnificent 7 companies’ business models

c. 135%

Tesla has a very narrow model range & Chat GPT could be a threat to Google’s business model

Google pays c. $20 billion a year to Apple to be their default search platform which is 25% of Apple’s net income

Claim your certificate

CPD Certificate

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