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Q224 Results: Steady Progress
Pan American Silver Corp. (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


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


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


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


Preliminary H124 NAV Total Return of 5.6%
HgT has published its preliminary unaudited H124 trading update, reporting a 5.6% NAV total return (TR) in H124 (of which 3.0% was in...

Adam Strydom
Aug 8, 20241 min read


Another Record Year in FY24
Games Workshop Group plc (GAW) enjoyed a signature record year in FY24 with the launch of the 10th edition of its largest intellectual...

Adam Strydom
Aug 8, 20241 min read


Confident About FY24 Outlook
Greggs ’ H124 results demonstrate the ongoing benefits of its multiple levers to drive revenue growth as well as a pleasant surprise on...

Adam Strydom
Aug 8, 20241 min read


Positive Progress Continues
Melrose Industries PLC ’s impressive H1 performance demonstrates the strength of the business, assisted by aftermarket exposure, given...

Adam Strydom
Aug 8, 20241 min read


Gearing to SA Life Assurer Upswing
ALG Newsletter - Gearing to SA life assurer upswing. With SA's new coalition cabinet announced, we explore the gearing of the big-4 life...

Adam Strydom
Jul 29, 20241 min read


Continuing Dividend Growth
Primary Health Properties PLC (PHP), a UK Real Estate Investment Trust (“REIT”) and leading investor in modern primary healthcare...

Adam Strydom
Jul 29, 20241 min read
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