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Leviathan
Games Workshop Ltd (GAW), a British manufacturer of miniature wargames, based in Nottingham, enjoyed another record year of revenue and...

Adam Strydom
Jan 24, 20241 min read


Seizing 'Buy-And-Build' Opportunities
HgCapital Trust plc (HGT), UK based investment company, delivered a 4.6% NAV TR in H123, with its performance continuing to be mostly...

Adam Strydom
Jan 24, 20241 min read


Detailed Look at the Deeptech Portfolio
IP Group plc has built a commendable portfolio of businesses developing breakthrough technologies, with an aggregate value of more than...

Adam Strydom
Jan 22, 20241 min read


FDA Accepts New Drug Application for Ceftobiprole
Basilea Pharmaceutica has announced that the US FDA has accepted its New Drug Application (NDA) for ceftobiprole. The FDA has set a...

Adam Strydom
Jan 22, 20241 min read


Highest Total Return Versus Peers Over Three Years
BRUNNER INVESTMENT TRUST PLC(THE) (BUT’s) two co-managers, Christian Schneider (deputy CIO global growth) and Julian Bishop (global...

Adam Strydom
Jan 22, 20241 min read


Working to Balance Investment and Profitability
In H123 Esker U.S. reported strong growth in revenue (+16% y-o-y in constant currency (cc)) and bookings (+18% y-o-y cc) but this was...

Adam Strydom
Jan 22, 20241 min read


Investing in the Rapidly Approaching Future
The managers of Baillie Gifford US Growth Trust (USA), Gary Robinson and Kirsty Gibson, aim to invest in exceptional US businesses with...

Adam Strydom
Jan 22, 20241 min read


Stellar Production, Guidance Beaten
Sylvania Platinum Limited reported excellent production results offset by weak PGM prices. The platinum group metal (PGM) basket price...

Adam Strydom
Jan 22, 20241 min read


Margin and EV Journey Accelerating
There are two key pillars to the investment thesis for Dowlais Group plc: achieving c 11% operating margins in the medium term and...

Adam Strydom
Jan 22, 20241 min read


Clarity on GTF Helpful for Investors
The announcement about the expected impact of the GTF engine programme, in which MELROSE INDUSTRIES PLC has a 4% share, removes an...

Adam Strydom
Jan 22, 20241 min read
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