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Investing in the Rapidly Approaching Future
The managers of Baillie Gifford US Growth Trust (USA), Gary Robinson and Kirsty Gibson, aim to invest in exceptional US businesses with...

Adam Strydom
Jan 22, 20241 min read


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


Adding Power-Over-Ethernet Capability
discoverIE Group plc has announced its first acquisition this fiscal year, buying Silver Telecom Limited (Silvertel), a designer and...

Adam Strydom
Jan 19, 20241 min read


Improved Revenue Growth in Q323
Britvic plc reported a further sequential, ie quarter-on-quarter, improvement in underlying revenue growth in Q323, albeit against a...

Adam Strydom
Jan 19, 20241 min read


Trading on Track in Q124
discoverIE Group plc’s Q124 trading update confirmed that earnings for the period were in line with the board’s expectations. The...

Adam Strydom
Jan 19, 20241 min read


Coping Well with the Tough Environment
abrdn Private Equity Opportunities Trust (APEO) posted a 12-month NAV total return (TR) to end-May 2023 of 7.0%, supported by continued...

Adam Strydom
Jan 19, 20241 min read


Active Lloyd's Risk Management and Promotion
HELIOS UNDERWRITING PLC delivered a strong capacity increase in FY22 as well as improved portfolio diversification, enhanced by selective...

Adam Strydom
Jan 19, 20241 min read


On a Growth Track for FY24
Datatec Limited reported solid results for FY23 with revenue and adjusted EBITDA ahead of our forecasts. As supply chain issues eased in...

Adam Strydom
Jan 19, 20241 min read


Raising the Bar
For FY23, discoverIE Group plc reported double-digit organic revenue growth, operating margin expansion to 11.5% and strong free cash...

Adam Strydom
Jan 19, 20241 min read


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


Performance Getting Back on Track
FINSBURY GROWTH & INCOME TRUST PLC (FGT) has been managed by Nick Train since the beginning of 2001. Data from the company show that...

Adam Strydom
Jan 18, 20241 min read


Resillient Performance
Britvic plc's H1 results have demonstrated the business’s resilience, with growth in underlying revenue and EBIT margin, and only a...

Adam Strydom
Jan 18, 20241 min read
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