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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


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


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


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


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


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


Exceeded FY23 Guidance and Our Estimates
Borussia Dortmund’s, German football club, headline (income statement) results for FY23 were ahead of management’s previous guidance and...

Adam Strydom
Jan 19, 20241 min read


Valuation Opportunities in Quality UK Small Caps
The Henderson Smaller Companies Investment Trust plc (HSL) is managed by Neil Hermon, who has been at the helm for more than 20 years....

Adam Strydom
Jan 19, 20241 min read


Peerless
Wheaton Precious Metals’s Q223 results exceeded Edison Group’s expectations. Production of gold equivalent ounces (GEOs) was 4.6% higher...

Adam Strydom
Jan 19, 20241 min read


Refining Estimates Post Q2 Results
Pan American Silver Corp. (PAAS) reported its first quarterly results that include the assets acquired as part of the Yamana transaction,...

Adam Strydom
Jan 19, 20241 min read
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