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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


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


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


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


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


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


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


Healthy FY23 Beat Supports Strong Outlook
HELIOS UNDERWRITING PLC (Helios) delivered a strong EPS recovery in FY23 from a loss of 3.1p in FY22 to a profit of 21.6p, 50% ahead...

Adam Strydom
May 31, 20241 min read


Greater Investment Flexibility May Boost Returns
The Bankers Investment Trust PLC (BNKR) focuses on cash-generating companies and FY23 (ended 31 October 2023) was its 57th consecutive...

Adam Strydom
May 31, 20241 min read


A Recovering Sector with a Healthy Prognosis
BB Biotech (BION) offers investors exposure to the innovative, rapidly expanding biotech sector. It is the largest biotech investor among...

Adam Strydom
May 31, 20241 min read
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