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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


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


Remaining on Track Despite Tough Markets
IP Group plc's private portfolio valuations remained broadly stable in H123, with its c 4.1% NAV decline in total return (TR) terms...

Adam Strydom
Jan 19, 20241 min read


Adding Power-Over-Ethernet Capability
discoverIE Group plc has announced its first acquisition this fiscal year, buying Silver Telecom Limited (Silvertel), a designer and...

Adam Strydom
Jan 19, 20241 min read


Strong Order Intake and Upgrades
Ahead of 4imprint's interim results, scheduled for 9 August, the company has issued a half-year trading update indicating performance...

Adam Strydom
Jan 19, 20241 min read


A Specialist Investor in the Frontier Market
VinaCapital Vietnam Opportunity Funds (VOFs), a large British investment trust dedicated to investments in capital markets, private...

Adam Strydom
Jan 19, 20241 min read


Tender Offer for Stratasys Withdrawn
Nano Dimension has withdrawn its tender offer for Stratasys, stating that it would not be able to complete the transaction due to...

Adam Strydom
Jan 19, 20241 min read


Improved Revenue Growth in Q323
Britvic plc reported a further sequential, ie quarter-on-quarter, improvement in underlying revenue growth in Q323, albeit against a...

Adam Strydom
Jan 19, 20241 min read


Trading on Track in Q124
discoverIE Group plc’s Q124 trading update confirmed that earnings for the period were in line with the board’s expectations. The...

Adam Strydom
Jan 19, 20241 min read


Cash is King
Molten Ventures has recently faced pressure on tech valuations and muted deal activity from macroeconomic headwinds. That said,...

Adam Strydom
Jan 19, 20241 min read
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