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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
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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
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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
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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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Income Growth and Above-Average Dividend Yield
abrdn Asian Income Fund (AAIF) is managed by abrdn’s locally based Asian equity team. This offers the potential to react quickly to new...

Adam Strydom
Jan 19, 20241 min read
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CMA Provisionally Clears Takeover of EMIS
After launching a Phase 2 investigation into the acquisition of EMIS by UnitedHealth Group in March, the Competition and Markets...

Adam Strydom
Jan 19, 20241 min read
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Chrome Ore and PGM Treatment Joint Venture
Sylvania Platinum Limited has announced a 50:50 joint venture (JV) with Limberg Mining Company to process platinum group metals (PGM) and...

Adam Strydom
Jan 19, 20241 min read
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Lower Rhodium Prices Overshadow Strong Production
Sylvania Platinum Limited saw a significant quarter-on-quarter reduction in EBITDA in Q423 due to lower rhodium prices. Edison Group has...

Adam Strydom
Jan 19, 20241 min read
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Edison Insight July 2023
This is the July edition of Edison Group's insight. They open with a strategy piece by Alastair George, who believes that a benign US...

Adam Strydom
Jan 19, 20241 min read
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Mixed Performance in Q223
TINEXTA S.P.A.'s revenue and adjusted EBITDA year-on-year growth slowed a little in Q223 after a strong start to the year, but there was...

Adam Strydom
Jan 19, 20241 min read
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