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Advancing into New Revenue Streams
Arctic Paper continues to grapple with the ongoing market challenges that have affected 2023 thus far, with lower demand, heightened...

Adam Strydom
Jan 24, 20241 min read
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Firmly on Track Despite the UAW Strike Headwinds
Dowlais Group plc’s positive trading update, with growth ahead of the market and continued margin expansion, provides another marker in...

Adam Strydom
Jan 24, 20241 min read
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GE Partnership Expansion
The announcement with GE further demonstrates the market-leading position of GKN Aerospace: technology and production capability to win...

Adam Strydom
Jan 24, 20241 min read
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Margin and EV Journey Accelerating
There are two key pillars to the investment thesis for Dowlais Group plc: achieving c 11% operating margins in the medium term and...

Adam Strydom
Jan 22, 20241 min read
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Clarity on GTF Helpful for Investors
The announcement about the expected impact of the GTF engine programme, in which MELROSE INDUSTRIES PLC has a 4% share, removes an...

Adam Strydom
Jan 22, 20241 min read
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On Track - a Circular Track
Renewi has announced that trading in Q1 was in line with expectations. As a recycling business, the group is well placed to benefit from...

Adam Strydom
Jan 19, 20241 min read
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Vigo: The Benefits of Restructuring and Investment
A visit to the Vigo plant provided tangible evidence of the restructuring and investment undertaken to improve the cost base required to...

Adam Strydom
Jan 19, 20241 min read
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Resillience from a Transitioning Strategy
Arctic Paper is a leading European producer of graphical fine paper, biobased packaging solutions, high-quality wood pulp and energy,...

Adam Strydom
Jan 19, 20241 min read
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Positive Start to the Year
Dowlais Group plc is a British company operating in the automotive and powder metallurgy industries. Management set out its strategy when...

Adam Strydom
Jan 19, 20241 min read
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The Stars are Aligned
Following the demerger of Dowlais automotive, MELROSE INDUSTRIES PLC is a focused aerospace group with a retuned strategy, still with...

Adam Strydom
Jan 18, 20241 min read
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Trading 'Slightly Ahead' of Consensus
Renewi is a leader in the circular economy with a recycling rate of more than 68% which, along with ever-tightening legislation, provides...

Adam Strydom
Jan 18, 20241 min read
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Depressed Valuations Imply Upside Potential
The UK mini-budget in September 2022 highlighted an already well-known problem: rising house prices have made traditional home ownership...

Adam Strydom
Jan 18, 20241 min read
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