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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
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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
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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
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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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Business as Usual at Murray International
The board of MURRAY INTERNATIONAL TRUST PLC (MYI), a large British investment trust dedicated to investments in worldwide equities, has...

Adam Strydom
Jan 22, 20241 min read
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A Balanced Trust Targeting a Wolrd-Beating Market
J.P. Morgan European Discovery Trust (JEDT) invests in European small-cap companies (excluding UK), with the aim of providing...

Adam Strydom
Jan 22, 20241 min read
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New Thaba JV Adds Significant Value
Sylvania Platinum Limited (SLP) has announced a 50:50 joint venture (JV) with Limberg Mining Company (LMC), called Thaba, to process...

Adam Strydom
Jan 22, 20241 min read
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Energy and Efficiency as a Service
Sdcl Energy Efficiency Income Trust (SEEIT) is an investment trust focused on delivering energy and energy efficiency as a decentralised...

Adam Strydom
Jan 22, 20241 min read
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On Track to Meet FY23 Guidance
Deutsche Beteiligungs AG (DBAG) posted a 20% NAV total return in the nine months to end-June 2023, thereby recouping the valuation loss...

Adam Strydom
Jan 22, 20241 min read
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Strengthening the Product Portfolio
Nano Dimension reported Q223 revenue growth of 33% year-on-year and maintained its adjusted EBITDA at a similar level to Q123, reflecting...

Adam Strydom
Jan 22, 20241 min read
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