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Santam Trading Flags Hard Cycle
ALG Newsletter - Santam trading flags hard cycle. Santam Insurance 's trading statement points to healthy growth and supports our view...

Adam Strydom
Aug 15, 20241 min read
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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
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Q4 Rounds Off a Strong Year of Performance
Target Healthcare REIT Ltd (THRL)  has released its Q424 trading update. Edison Group  expects the full year results to be published in...

Adam Strydom
Aug 15, 20241 min read
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High-quality Fund in Underappreciated Region
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC ’s (BRGE’s) co-managers Stefan Gries  and Alexandra Dangoor  remain positive on the...

Adam Strydom
Aug 15, 20241 min read
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Long-term PGM Price Upside
Sylvania Platinum Limited ’s Q424 results were negatively affected by a delayed recovery in production following the 22-day strike during...

Adam Strydom
Aug 15, 20241 min read
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Continuing Where Q1 Left Off
Wheaton Precious Metals ’ (WPM’s) Q224 results exceeded Edison Group ’s forecasts, as well as the market’s. In general, WPM produced...

Adam Strydom
Aug 15, 20241 min read
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Q224 Results: Steady Progress
Pan American Silver Corp. Â (PAAS) delivered a robust set of Q224 results, with lower silver production offset by the stronger sales and...

Adam Strydom
Aug 15, 20241 min read
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Capitec's Strong IFRS 17 Results
ALG Newsletter - Capitec's strong IFRS 17 results. This week we look at Capitec's insurance business using the lens of Austin Lawrence...

Adam Strydom
Aug 8, 20241 min read
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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
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Strengthening Operating Margin in H1
Metlen Energy & Metals  achieved a record H1 EBITDA of €474m in 2024 (vs €437m in H123), while also increasing its operating margin by...

Adam Strydom
Aug 8, 20241 min read
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