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A Turning Point for SA Life Assurers?
ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view...

Adam Strydom
Jun 25, 20241 min read
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Crystallisation of the 2020 Employee Share Plan
The crystallisation of the employee plan highlights the value created through the GKN acquisition, benefiting from the strong performance...

Adam Strydom
Jun 14, 20241 min read
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Steady Progress Towards FY24 Guidance
OPAPÂ delivered good revenue growth in Q124 while profitability declined, mainly due to the upfront investment to support a major new...

Adam Strydom
Jun 14, 20241 min read
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UK Municipal Exit Offers an Inflection Point
The proposed sale of the UK Municipal business is a major step in exiting significant liabilities and risk, along with focusing Renewi as...

Adam Strydom
Jun 14, 20241 min read
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Material Reduction in Cash Burn
Nano Dimension’s Q124 results confirmed that the Reshaping Nano initiative has made good progress, with significant reductions in...

Adam Strydom
Jun 14, 20241 min read
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FY24 Demonstrates Resilient Business Model
In a difficult trading environment, with customers in the largest target market in a digestion phase after widespread supply chain...

Adam Strydom
Jun 14, 20241 min read
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Answering Five Key Investor Questions
In this note Edison Group examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior...

Adam Strydom
Jun 14, 20241 min read
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Building its European AI Ecosystem
Northern Data Group has announced a number of initiatives that underline management’s commitment to be at the forefront of AI and...

Adam Strydom
Jun 14, 20241 min read
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Elevated Regulatory Impact
S&U's Q125 trading update disclosed increased pressure as the company steers cautiously through the changing regulatory landscape. The...

Adam Strydom
Jun 14, 20241 min read
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Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...

Adam Strydom
May 31, 20241 min read
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