top of page


Production Guidance Lifted Again
Sylvania Platinum Limited has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000–80,000oz. Positive...

Adam Strydom
May 13, 20251 min read


Stunning Rise of Capitec Insurance
ALG Newsletter - Stunning rise of Capitec Insurance. Capitec Insurance grew its funeral and life policy count by 25% in FY25 compared...

Adam Strydom
Apr 25, 20251 min read


P&C Driving SA Insurer Results
ALG Newsletter - P&C driving SA insurer results. After OUTsurance reported 52% earnings growth for 1H25, Old Mutual (+17% for FY24)...

Adam Strydom
Apr 24, 20251 min read


Strong FY26 EPS Lift as Chromite JV Kicks in
Sylvania Platinum Limited ’s H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and...

Adam Strydom
Mar 20, 20251 min read


52% Increase in H125 Earnings
OUTsurance released a super set of interim results today with a 52% increase in normalised EPS and an annualised RoE of 30.8%. The SA...

Adam Strydom
Mar 18, 20251 min read


Substantial Shareholder Distributions
Lancashire Insurance Group released its FY24 results today and declared another 25c/share special dividend on top of the 75c/share...

Adam Strydom
Mar 11, 20251 min read


Hard Underwriting Cycle Delivering Profit Growth
Santam Insurance released excellent FY24 results with a 50% increase in HEPS and an RoE of 32%, driven by a more-than-doubling of...

Adam Strydom
Mar 6, 20251 min read


SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...

Adam Strydom
Mar 4, 20251 min read


Portfolio Optimisation to Enhance Value
SAFARI INVESTMENTS RSA LIMITED (SAR) is a retail property specialist that owns and operates suburban shopping centres in South Africa...

Adam Strydom
Feb 25, 20251 min read


Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...

Adam Strydom
Feb 21, 20251 min read


Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...

Adam Strydom
Feb 21, 20251 min read


Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...

Adam Strydom
Feb 21, 20251 min read
All
bottom of page