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Honing Q223 Forecasts
Ahead of Wheaton Precious Metals' (WPM’s) Q223 results, scheduled for 10 August, Edison Group has honed their forecasts to reflect,...

Adam Strydom
Jan 19, 20241 min read


Growth Momentum Maintained in Q223
Esker U.S. continued to make good progress in Q223, with constant currency (cc) year-on-year revenue growth of 15% (the same as in Q123)....

Adam Strydom
Jan 19, 20241 min read


Tender Offer for Stratasys Extended Again
Nano Dimension has raised its tender offer for Stratasys again, increasing its cash offer from $24 to $25 per share and extending the...

Adam Strydom
Jan 19, 20241 min read


Organic Growth Drivers with External Opportunities
LXi REIT PLC , a well-established closed-end real estate investment company, reported strong FY23 income results and well-covered...

Adam Strydom
Jan 19, 20241 min read


Tender Offer for Stratasys Revised Up Again
Nano Dimension has amended its special tender offer for Stratasys again, increasing its cash offer from $20.05 to $24.00 per share. It...

Adam Strydom
Jan 19, 20241 min read


A Fully Covered 10% Dividend Yield
Henderson Far East Income Limited (HFEL) , a portfolio of value orientated Asia Pacific equities, is managed by Michael Kerley and Sat...

Adam Strydom
Jan 19, 20241 min read


On Track - a Circular Track
Renewi has announced that trading in Q1 was in line with expectations. As a recycling business, the group is well placed to benefit from...

Adam Strydom
Jan 19, 20241 min read


Edison Insight June 2023
This is the June edition of Edison Group's insight. They open with a strategy piece by Alastair George, who believes that at the...

Adam Strydom
Jan 19, 20241 min read


Managers Keeping the Faith with Quality Portfolio
Templeton Emerging Markets Investment Trust PLC (TEMIT) benefits from the extensive experience of co-managers Chetan Sehgal (lead...

Adam Strydom
Jan 19, 20241 min read


Strong H1 Drives Upgrades
Boku saw strong growth in total payment volume (TPV) in H123 translating to revenue growth of at least 24% (31% constant currency) and...

Adam Strydom
Jan 19, 20241 min read
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