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Continued Outperformance
MELROSE INDUSTRIES PLC’ shares have been re-rated over the past year, reflecting the company becoming a pure aerospace group and its...

Adam Strydom
Mar 11, 20241 min read


Demand Underpins High-end Branded Offering
DarGlobal’s first full-year results post flotation showed impressive growth driven by a range of positive factors, which bodes well for...

Adam Strydom
Mar 11, 20241 min read


One Plus One Equals Three
FY23 results for The Law Debenture Group (LWDB), a company invests in various sectors, including oil and gas, basic materials,...

Adam Strydom
Mar 6, 20241 min read


Share Buyback Underway
Nano Dimension has provided a business update that highlights a major R&D milestone, a system sale to a defence customer and the start of...

Adam Strydom
Mar 6, 20241 min read


Initial FY23 Results Exceed Revised Guidance
DarGlobal’s FY23 results showed impressive growth driven by a range of positive factors, which bodes well for 2024 and beyond. Dar Global...

Adam Strydom
Mar 6, 20241 min read


Record FY23 Results; Transformation Plan Underway
4iG Nyrt.’s FY23 results showed good revenue and EBITDA growth on a reported and pro forma basis. The Telco business, which includes an...

Adam Strydom
Mar 6, 20241 min read


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


Sanlam's Very Active 2 Years
ALG Newsletter - 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


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


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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