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Targeting Margin Recovery in FY24
Esker U.S. reported FY23 results in line with Edison Group’s expectations. Revenue grew 12% (14% constant currency) while inflationary...

Adam Strydom
May 21, 20241 min read


Annual Guidance Maintained, Despite Strike
Sylvania Platinum Limited has maintained annual production guidance despite Q324 results being affected by a 22-day strike, resulting in...

Adam Strydom
May 21, 20241 min read


La Arena Divestment
Pan American Silver Corp. (PAAS) has announced a sale of the La Arena and La Arena II projects to Zijin Mining for US$245m in cash,...

Adam Strydom
May 21, 20241 min read


Strong Q1 and Plans for Potential London Listing
On April 25, MYTILINEOS S.A. (MYTIL) announced, as part of its strategic review, that it is considering a potential international listing...

Adam Strydom
May 21, 20241 min read


New Strategy Targets ROE of 13-14%
ProCredit Holding (PCB) has decided to build on its recent solid performance (FY23 return on equity, ROE, of 12.2%) and announced an...

Adam Strydom
May 21, 20241 min read


Introducing a Well-defined Buyback Policy
Princess Private Equity Holding’s (PEY’s) 12-month NAV total return (TR) to end-February 2024 was a modest 0.6% amid low exit activity...

Adam Strydom
May 21, 20241 min read


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
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