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Focus on Business Development in FY24
Intralot enjoyed good underlying trends in performance in FY23 with encouraging trends in its main countries of focus and further...

Adam Strydom
May 21, 20241 min read


Solid Trading and Better Cash Generation
Renewi’s FY24 trading update was in line with management’s expectations and its improved cash generation is reassuring for investors....

Adam Strydom
May 21, 20241 min read


Consistently and Responsibly Delivering
International Public Partnerships Ltd’ (INPP’s) FY23 results show that it continues to deliver consistent and predictable returns for...

Adam Strydom
May 21, 20241 min read


New Insurance Analysis Standard
ALG Newsletter - New insurance analysis standard. We discuss how #IFRS17 offers the potential of a uniform standard for insurance...

Adam Strydom
May 21, 20241 min read


Serving the Energy Trasition
ADS-TEC Energy operates in an emerging market serving the changing grid and power management requirements of an electrifying world. Its...

Adam Strydom
Apr 18, 20241 min read


CARB-X Grant for Preclinical Programs
In the lead up to its capital markets day, Basilea Pharmaceutica announced it has received initial funding of up to US$0.9m through a...

Adam Strydom
Apr 18, 20241 min read


Quality of EUM's Assets is Underappreciated
Utilico Emerging Markets Trust’s (UEM’s) manager Charles Jillings, at specialist investor ICM, is very excited about the prospects for...

Adam Strydom
Apr 18, 20241 min read


Hard Underwriting Cycle
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we...

Adam Strydom
Apr 18, 20241 min read


Strong Share Price on Supportive Fundamentals
On 22 March, HELIOS UNDERWRITING PLC reported NAV for 31 December 2023 of 185p/share. This is broadly in line with Edison Group’s...

Adam Strydom
Apr 18, 20241 min read


Growing Up
The Metals Company (TMC), a Canadian deep sea mining exploration company, is approaching a critical phase in its development. As key...

Adam Strydom
Apr 18, 20241 min read
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