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Returns and Buyback Help Narrow the Discount
abrdn Investment Trusts achieved a 5.4% NAV total return (TR) in FY23 (to end-September 2023) despite muted private equity (PE) deal...

Adam Strydom
Mar 6, 20241 min read
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Sanlam's Very Active 2 Years
ALG Newsletter -Â Sanlam's very active 2 years. Read more about Sanlam's corporate activity over recent years, including its defensive,...

Adam Strydom
Feb 28, 20241 min read
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Sluggish PGM Prices Affect Forecasts
Sylvania Platinum Limited’s Q224 and H124 results were overshadowed by a lower PGM basket price, which resulted in a 10% reduction in...

Adam Strydom
Feb 27, 20241 min read
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A Happy Valentine
Pan African Resources PLC's (PAF’s) is an African-focused mid-tier gold producer, H124 results were released on 14 February, with...

Adam Strydom
Feb 27, 20241 min read
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From Strength to Strength
FY23 was another strong year for Basilea Pharmaceutica, marked by successive guidance beats and meaningful progress in fortifying its...

Adam Strydom
Feb 27, 20241 min read
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Return to Organic Growth Forecast for FY24
dentsu’s FY23 net revenue was a touch above guidance at Q3, with a better-than-expected operating margin reflecting a good Q4 in Japan,...

Adam Strydom
Feb 27, 20241 min read
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Preliminary FY23 NAV Total Return of 10.7%
HgT ’s, preliminary unaudited FY23 trading update reported a 10.7% net asset value total return (NAV TR) in FY23 (of which c 1% in Q423)....

Adam Strydom
Feb 27, 20241 min read
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Looking Forward to Improved Relative Performance
FINSBURY GROWTH & INCOME TRUST PLC (FGT) has been managed by Nick Train since the beginning of 2001 and in 2019 Madeline Wright was...

Adam Strydom
Feb 27, 20241 min read
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Resilient FY23 Masked by Record Comparator
FY23 was a year with numerous obstacles for the European paper and pulp industry, including lower demand due to an economic downturn and...

Adam Strydom
Feb 27, 20241 min read
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In it to Win it
Intralot Integrated Lottery Systems and Services (Intralot) is a leading developer and supplier of integrated gaming systems and services...

Adam Strydom
Feb 27, 20241 min read
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