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One Dentsu Initiative Set to Improve Efficiency
dentsu’s Q323 trading update describes demanding trading conditions with continuing spending constraint from customers in technology and...

Adam Strydom
Jan 24, 20241 min read


Increasing Trajectory
The aerospace cycle is in strong recovery mode and MELROSE INDUSTRIES PLC, assisted by the restructuring actions, is taking full...

Adam Strydom
Jan 24, 20241 min read


Synergies and Solar Delivering Growth
MYTILINEOS S.A. (MYTIL) is continuing to deliver on its transformation into a simpler structure based on two pillars, Energy and Metals....

Adam Strydom
Jan 24, 20241 min read


Q323: La Colorada Continues to Underperform
Pan American Silver Corp.’s Q3 results did not bring any major surprises at the group level, with lower EBITDA of US$159m, down 22%...

Adam Strydom
Jan 24, 20241 min read


Teeing Up to Hit Long-Term Targets
Wheaton Precious Metals’ (WPM’s) Q323 profits exceeded Edison Group’s prior forecasts by US$4.0m (or 3.4%) at the pre-tax level and by...

Adam Strydom
Jan 24, 20241 min read


Q3 NAV and First Sale of Divestment Programme
Foresight Solar Fund (FSFL), one of the UK's biggest renewables investors, achieved record cash generation of £87.8m from its underlying...

Adam Strydom
Jan 24, 20241 min read


DPS Growth from a Sustainable Base
Target Healthcare REIT Ltd (THRL)’s mid-year rebasing of DPS sought to establish a base for growth on a fully covered basis. With FY23...

Adam Strydom
Jan 24, 20241 min read


Advancing into New Revenue Streams
Arctic Paper continues to grapple with the ongoing market challenges that have affected 2023 thus far, with lower demand, heightened...

Adam Strydom
Jan 24, 20241 min read


Outperformance from Doing what it Says on the Tin
Greg Eckel at Morgan Meighen & Associates (MMA) manages closed-end equity fund, Canadian General Investments, Limited (CGI), with a...

Adam Strydom
Jan 24, 20241 min read


Firmly on Track Despite the UAW Strike Headwinds
Dowlais Group plc’s positive trading update, with growth ahead of the market and continued margin expansion, provides another marker in...

Adam Strydom
Jan 24, 20241 min read
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