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Preliminary FY23 NAV Total Return of 10.7%
HgT ’s, preliminary unaudited FY23 trading update reported a 10.7% net asset value total return (NAV TR) in FY23 (of which c 1% in Q423)....

Adam Strydom
Feb 27, 20241 min read
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Looking Forward to Improved Relative Performance
FINSBURY GROWTH & INCOME TRUST PLC (FGT) has been managed by Nick Train since the beginning of 2001 and in 2019 Madeline Wright was...

Adam Strydom
Feb 27, 20241 min read
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Strong Christmas trading boosts Q
Britvic plc delivered an encouraging start to FY24 with robust Q124 results that showed good revenue progression, reflecting the strength...

Adam Strydom
Feb 13, 20241 min read
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Looking forward to FY24 and beyond
Endeavour Mining released its customary operational and financial update to the market on 22 January, showing Q423 production of 280koz...

Adam Strydom
Feb 13, 20241 min read
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Core growth in H124
Games Workshop Ltd's (GAW’s) H124 results demonstrated the strong underlying revenue growth and higher profitability in its core...

Adam Strydom
Feb 13, 20241 min read
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Increasing Trajectory
The aerospace cycle is in strong recovery mode and MELROSE INDUSTRIES PLC, assisted by the restructuring actions, is taking full...

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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Strong Growth in Margins & Design Wins in H124
discoverIE Group plc's trading update confirmed organic revenue growth and operating margin expansion in H124. The company expects to...

Adam Strydom
Jan 24, 20241 min read
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UK Market is 'a Stock Picker's Dream'
The Merchants Trust PLC (MRCH) has been managed by Simon Gergel at Allianz Global Investors for the last 17 years. He describes the...

Adam Strydom
Jan 24, 20241 min read
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Interim Results Deliver Long-Awaited Upswing
HELIOS UNDERWRITING PLC reported H123 EPS of 5.7p, a meaningful turnaround from a 4.4p loss in H122 and a 4.9p loss in FY22. It benefited...

Adam Strydom
Jan 24, 20241 min read
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Leviathan
Games Workshop Ltd (GAW), a British manufacturer of miniature wargames, based in Nottingham, enjoyed another record year of revenue and...

Adam Strydom
Jan 24, 20241 min read
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Seizing 'Buy-And-Build' Opportunities
HgCapital Trust plc (HGT), Â UK based investment company, delivered a 4.6% NAV TR in H123, with its performance continuing to be mostly...

Adam Strydom
Jan 24, 20241 min read
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