Sylvania Platinum Limited ’s production in Q126 continued to accelerate, reaching a record high of 24,522oz for 4E platinum group metals (PGMs) and 31,234oz for 6E. Net profit continued to recover thanks to record production, a rising PGM basket price and healthy unit cost control. We lift our FY26 4E forecast to 92,000oz, ahead of company guidance, and as a result upgrade our FY26 EPS by 7.3% to 23.18 US cents. We also introduce small earnings upgrades for FY27 and FY28 and

Wheaton Precious Metals ’ (WPM’s) Q325 financial results are scheduled for release on 6 November. Ahead of the announcement however,  Edison Group  already has production numbers from Salobo, Sudbury, Voisey’s Bay, San Dimas, Zinkgruvan, Neves-Corvo, Blackwater and Penasquito. Edison has updated their forecasts to reflect this data. After two quarters in which sales have outperformed production and inventory has been drawn down, they suspect that this trend will now reverse i

Aamal Company QPSC  Company reported a solid 9M25 performance, with net profit attributable to shareholders up 8.2% year-on-year to QAR327.3m, supported by resilient margins across its diversified portfolio. EPS increased to QAR0.052 from QAR0.048, while total revenue declined slightly by 2.1% to QAR1,564m and gross profit eased by 1.6% to QAR386m. The results underline the stability of Aamal’s business model and continued progress across Property, Industrial Manufacturing an

While  Northern Data Group ’s Q325 trading update shows a steady improvement in operational metrics, they are not sufficient to support FY25 guidance and therefore the company has withdrawn them. Although  Edison Group  has had to reduce their forecasts again, the sequential improvements in Taiga Cloud offer comfort that, henceforth, forecasts should prove more robust. The company is now making significant progress in the sale of the Peak Mining assets. 23 October 2025 #Tech

At its recent capital markets event,  Boku  outlined how it intends to meet its medium-term growth targets. The combination of ongoing growth from existing merchants as they add new local payment connections, signing up new enterprise merchants, and layering on new money movement services is expected to drive a revenue CAGR of at least 20% in the medium term, in line with  Edison Group 's forecast to FY27. After a period of heavy investment in product and back office, moderat

ALG Newsletter - Shifting new business dynamics. Listed SA life assurers recently reported very strong 30 June 2025 results from an earnings and shareholder distribution point of view, but it came with a caveat. They reported much lower mass retail volumes and only modest growth for affluent retail. While the affluent space is mature and highly competitive, the weak mass retail production is almost all due to significant market share gains by  Capitec  Insurance. Reach to fin

Datatec Limited (JSE: DTC) (OTCQX: DTTLF)  has seen continuing strong financial performance in H126, with growing profitability in Westcon and Logicalis International and a considerable improvement in performance for Logicalis Latin America year-on-year. Reported and headline EPS are expected to be 21.0–23.0c, with the midpoint up 95% and 110%, respectively, versus H125. Now excluding share-based payments, underlying EPS of 18.0–20.0c is expected to be 33–48% higher year-on-y

Greggs ’ Q325 trading update shows improving trading as the period progressed, following the already-flagged negative effect of July’s hot weather. With a slight improvement to the outlook for cost inflation, management’s expectations for full year profit are unchanged. This is despite indications of lower new space growth than initially guided, due to phasing of new build opportunities. Management was clear that there is potential for significantly more than 3,000 stores, an

Baillie Gifford  US Growth Trust (USA) invests in exceptional US businesses with the potential to grow substantially faster than the market and deliver above-market returns. The company’s recent performance has been strong. The portfolio returned an impressive 31.6% in NAV terms and 37.6% on a share price basis in the year to 31 August 2025, well ahead of the benchmark return of 12.7%. However, USA’s managers are disappointed in its performance over three and five years, whic

Basilea Pharmaceutica  has secured a BARDA contract of up to $159m to advance ceftibuten-ledaborbactam etzadroxil, its recently in-licensed oral, Phase III-ready antibiotic for complicated urinary tract infections (cUTIs). The agreement replaces the original BARDA deal with the licensee Venatorx (October 2023) and provides $6m in committed near-term funding, with a further up to $153m in milestone-based payments, including support for the planned Phase III programme.  Edison