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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
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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
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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
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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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Coping Well with the Tough Environment
abrdn Private Equity Opportunities Trust (APEO) posted a 12-month NAV total return (TR) to end-May 2023 of 7.0%, supported by continued...

Adam Strydom
Jan 19, 20241 min read
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Revised Tender Offer for Stratasys
Nano Dimension has extended its special tender offer for Stratasys, increasing its cash offer from $18.00 to $20.05 per share and...

Adam Strydom
Jan 19, 20241 min read
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Vigo: The Benefits of Restructuring and Investment
A visit to the Vigo plant provided tangible evidence of the restructuring and investment undertaken to improve the cost base required to...

Adam Strydom
Jan 19, 20241 min read
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Differentiating Immunotherapy Truths vs Opinion
Personalised treatment continues to be a major theme observed at the annual American Society of Clinical Oncology (ASCO) meeting, much...

Adam Strydom
Jan 19, 20241 min read
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Active Lloyd's Risk Management and Promotion
HELIOS UNDERWRITING PLC delivered a strong capacity increase in FY22 as well as improved portfolio diversification, enhanced by selective...

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

Adam Strydom
Jan 19, 20241 min read
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