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Outlining The Growth Path
At its recent capital markets event, Boku outlined how it intends to meet its medium-term growth targets. The combination of ongoing growth from existing merchants as they add new local payment connections, signing up new enterprise merchants, and layering on new money movement services is expected to drive a revenue CAGR of at least 20% in the medium term, in line with Edison Group 's forecast to FY27. After a period of heavy investment in product and back office, moderat

Adam Strydom
Oct 31, 20251 min read


Examining Istesso's Phase llb Results
Istesso, IP Group plc ’s largest private life sciences holding (c 11% of end-June 2024 portfolio value), has announced the results of...

Adam Strydom
Mar 6, 20251 min read


Transaction Activity Picked Up in 2024
HgT reported a robust 10.1% preliminary NAV total return (TR) in FY24 (of which 4.4% in Q424), which the company highlighted was...

Adam Strydom
Feb 25, 20251 min read


Record Exit Underpinning the NAV
IP Group plc ’s realisation activity has picked up notably in the months leading up to the company’s interim results publication in...

Adam Strydom
Oct 18, 20241 min read


Scaling Up
Nano Dimension has agreed to acquire Markforged , a specialist in additive manufacturing (AM) for metal and advanced composites, for...

Adam Strydom
Oct 18, 20241 min read


Proposed Bid for the Company Confirmed
Alongside its H124 results, Esker U.S. confirmed that Bridgepoint, in association with General Atlantic and management shareholders, is...

Adam Strydom
Oct 18, 20241 min read


Moving Into the Next Growth Phase
discoverIE Group plc ’s first capital markets day (CMD) in six years was an opportunity for the group to recap how via its buy-and-build...

Adam Strydom
Oct 18, 20241 min read


Management Sees Positive Portfolio Momentum
IP Group plc reported broadly stable private portfolio values in H124, assisted by the positive revaluation of Featurespace, an...

Adam Strydom
Oct 18, 20241 min read


Outperforming a Challenging Market
4imprint has continued to trade better than its underlying market across H124, with revenues 5% ahead of H123. The North American...

Adam Strydom
Aug 15, 20241 min read


Novo Holdings Invests in Oxford Nanopore
IP Group plc ’s largest life sciences holding at end-2023, Oxford Nanopore Technologies (ONT), which developed a new generation of...

Adam Strydom
Aug 8, 20241 min read


FY25 Earnings Expectations Maintained
discoverIE Group plc’s Q125 trading update confirmed that underlying earnings expectations for FY25 are unchanged. While the Q125 revenue...

Adam Strydom
Jul 29, 20241 min read


Record Q2 Orders; FY24 Outlook Maintained
Esker U.S. reported Q224 year-on-year constant currency (cc) revenue growth of 14% and bookings annual recurring revenue (ARR) cc growth...

Adam Strydom
Jul 29, 20241 min read
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