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Another Cresemba Milestone Payment in the Bank
The uptrend in Cresemba sales in Asia-Pacific and China triggered the receipt of Basilea Pharmaceutica ’s third milestone payment of...

Adam Strydom
Sep 30, 20241 min read


TPOXX Chalks Up Another DoD Contract Win
SIGA Technologies announced another contract win with the US Department of Defense (DoD), which is for the procurement of c $9m in...

Adam Strydom
Sep 30, 20241 min read


Outsurance's Topline Growth
ALG Newsletter - OUTsurance's topline growth. A hard underwriting cycle and investment in growth initiatives has driven strong topline...

Adam Strydom
Sep 27, 20241 min read


Sanlam's Post-Capitec Strategy
ALG Newsletter - Sanlam's post-Capitec strategy. Sanlam is facing a reduction in new business volumes and new business profitability...

Adam Strydom
Sep 27, 20241 min read


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


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


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


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


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


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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