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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


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


Q323 Update Supports Full-Year Forecasts
Renewi is a leader in waste and recycling sectors and is well positioned in the emerging circular economy. Following the recently...

Adam Strydom
Jan 18, 20241 min read


Key Role in Ensuring Electricity System Flexibility
Battery energy storage provides flexibility and stability to electricity grids. An increase in electricity grid system volatility is...

Adam Strydom
Jan 18, 20241 min read


Loop Energy: Equalising Hydrogen-Diesel Fuel Costs
Loop Energy Inc. (TSX: LPEN) designs and manufactures hydrogen fuel cells. Targeting early movers in the electric mid-to-heavy fleet road...

Adam Strydom
Jul 12, 20231 min read


Deutsches Eigenkapitalforum (EKF) Industrials 2022
The Deutsches Eigenkapitalforum (EKF) is one of the largest investor conferences in Europe, connecting European small and mid-caps,...

Adam Strydom
Jun 30, 20231 min read


Reaping Rewards from Proactive Management
MYTILINEOS S.A. has reported record-high quarterly results for the fourth consecutive quarter. Net profit after minorities increased by...

Adam Strydom
Jun 30, 20231 min read


FACC – EKF interview
FACC AG is a major supplier of carbon composite structures to the commercial aircraft industry serving all the major manufacturers. In...

Adam Strydom
Jun 30, 20231 min read


Releasing the Potential
Melrose Plc’s demerger of the automotive businesses and the listing of separate entities (NewCo and Melrose with Aerospace) will provide...

Adam Strydom
Jun 30, 20231 min read


Profiting from Energy Transition
MYTILINEOS S.A. is well placed to benefit from several energy transition-related themes. Mytilineos’s proactive management team has shown...

Adam Strydom
Jun 10, 20231 min read


Applied Graphene Materials UK Ltd.
Applied Graphene Materials UK Ltd. (AGM) is the world leader in a key graphene technology. The company, listed in the UK and US (LON: AGM...

Adam Strydom
Jun 10, 20231 min read


Two are Better than One
Melrose Plc has started the GKN businesses realisation process by announcing the demerger of the automotive businesses. This will permit...

Adam Strydom
Jun 10, 20231 min read
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