top of page


Annual Guidance Maintained, Despite Strike
Sylvania Platinum Limited has maintained annual production guidance despite Q324 results being affected by a 22-day strike, resulting in...

Adam Strydom
May 21, 20241 min read


New Insurance Analysis Standard
ALG Newsletter - New insurance analysis standard. We discuss how #IFRS17 offers the potential of a uniform standard for insurance...

Adam Strydom
May 21, 20241 min read


Hard Underwriting Cycle
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we...

Adam Strydom
Apr 18, 20241 min read


Strong Share Price on Supportive Fundamentals
On 22 March, HELIOS UNDERWRITING PLC reported NAV for 31 December 2023 of 185p/share. This is broadly in line with Edison Group’s...

Adam Strydom
Apr 18, 20241 min read


How Important is IFRS 17?
ALG Newsletter - How important is IFRS 17? Read more about why you should invest time and effort in understanding IFRS 17 better and how...

Adam Strydom
Mar 27, 20241 min read


Sanlam's Bet on SA Healthcare
ALG Newsletter - Sanlam's bet on SA healthcare. Read more about Sanlam's transformative AfroCentric Group transaction, which is set to...

Adam Strydom
Mar 19, 20241 min read


Sanlam's Very Active 2 Years
ALG Newsletter - Sanlam's very active 2 years. Read more about Sanlam's corporate activity over recent years, including its defensive,...

Adam Strydom
Feb 28, 20241 min read


Sluggish PGM Prices Affect Forecasts
Sylvania Platinum Limited’s Q224 and H124 results were overshadowed by a lower PGM basket price, which resulted in a 10% reduction in...

Adam Strydom
Feb 27, 20241 min read


Why is the Assupol deal important?
ALG Newsletter - Sanlam/Assupol. Read why we believe the Assupol Holdings Limited deal is important. We expect further corporate activity...

Adam Strydom
Feb 13, 20241 min read


Huge Capacity Increase Follows Capital Infrastructure
HELIOS UNDERWRITING PLC finds itself in a perfect storm of strong valuation support (capital restructure and huge Lloyd's underwriting...

Adam Strydom
Jan 24, 20241 min read


Where is the Growth?
Traditional life assurance growth is constrained in SA as companies increasingly rely on non-traditional SA and non-SA businesses for...

Adam Strydom
Jan 24, 20241 min read


Q124 Production Up, Costs Down
Sylvania Platinum Limited is a low-risk, high-yielding South African platinum group metals (PGM) dump retreatment operation. Despite a...

Adam Strydom
Jan 24, 20241 min read
All
bottom of page