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Crystallisation of the 2020 Employee Share Plan
The crystallisation of the employee plan highlights the value created through the GKN acquisition, benefiting from the strong performance...

Adam Strydom
Jun 14, 20241 min read
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FY24 Demonstrates Resilient Business Model
In a difficult trading environment, with customers in the largest target market in a digestion phase after widespread supply chain...

Adam Strydom
Jun 14, 20241 min read
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Answering Five Key Investor Questions
In this note Edison Group examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior...

Adam Strydom
Jun 14, 20241 min read
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Elevated Regulatory Impact
S&U's Q125 trading update disclosed increased pressure as the company steers cautiously through the changing regulatory landscape. The...

Adam Strydom
Jun 14, 20241 min read
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Encouraging Start to FY24
Greggs’ trading update for the first 19 weeks of the year shows that the company is driving superior revenue growth from its key...

Adam Strydom
May 21, 20241 min read
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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
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Showing Us How it's Done
The second full year of Greggs’ five-year growth plan to double revenue by FY26 should be marked down as very successful, especially so...

Adam Strydom
Apr 18, 20241 min read
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Steady as She Goes
Games Workshop Ltd has reported that trading for the three months to the end of February 2024 is in line with expectations. The fourth...

Adam Strydom
Mar 27, 20241 min read
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Strong Earnings Growth and Realisations in FY23
HGCAPITAL LLP Trust (HgT) posted an 11.1% NAV total return in FY23 (based on final audited numbers), which allowed it to sustain strong...

Adam Strydom
Mar 27, 20241 min read
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Continued Outperformance
MELROSE INDUSTRIES PLC’ shares have been re-rated over the past year, reflecting the company becoming a pure aerospace group and its...

Adam Strydom
Mar 11, 20241 min read
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One Plus One Equals Three
FY23 results for The Law Debenture Group (LWDB), a company invests in various sectors, including oil and gas, basic materials,...

Adam Strydom
Mar 6, 20241 min read
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Returns and Buyback Help Narrow the Discount
abrdn Investment Trusts achieved a 5.4% NAV total return (TR) in FY23 (to end-September 2023) despite muted private equity (PE) deal...

Adam Strydom
Mar 6, 20241 min read
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