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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


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


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


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


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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