top of page


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


Europe is Undervalued and Under-Owned
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC (BRGE) is managed by Stefan Gries, who seeks to invest in the best wealth-creating...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â


Resillience from a Transitioning Strategy
Arctic Paper is a leading European producer of graphical fine paper, biobased packaging solutions, high-quality wood pulp and energy,...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â


On a Growth Track for FY24
Datatec Limited reported solid results for FY23 with revenue and adjusted EBITDA ahead of our forecasts. As supply chain issues eased in...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â


Prompt Receipt of Milestone Payments for Cresemba
Basilea Pharmaceutica has announced receipt of two separate sales-related milestone payments totalling US$26.25m (CHF23.7m) from...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â


Raising the Bar
For FY23, discoverIE Group plc reported double-digit organic revenue growth, operating margin expansion to 11.5% and strong free cash...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â


Revenue Growth and Margin Leverage in Q123
OPAP’s Q123 results demonstrated continued strong growth in revenue, helped by improvements to both the retail and online product...

Adam Strydom
Jan 19, 20241 min read
Â
Â
Â
All
bottom of page