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Bigger Scale, Stronger Profitability
Pan American Silver Corp. (PAAS) completed the Yamana Gold Inc. transaction at the end of March, continuing its track record of timely...

Adam Strydom
Jan 19, 20241 min read
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Positive Start to the Year
Dowlais Group plc is a British company operating in the automotive and powder metallurgy industries. Management set out its strategy when...

Adam Strydom
Jan 19, 20241 min read
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The Stars are Aligned
Following the demerger of Dowlais automotive, MELROSE INDUSTRIES PLC is a focused aerospace group with a retuned strategy, still with...

Adam Strydom
Jan 18, 20241 min read
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Performance Getting Back on Track
FINSBURY GROWTH & INCOME TRUST PLC (FGT) has been managed by Nick Train since the beginning of 2001. Data from the company show that...

Adam Strydom
Jan 18, 20241 min read
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FY23 Ambitions Weighted to Second Half
dentsu Group had demanding Q123 on Q122 comparisons and, with the acquisition contributions, Edison Group is not too concerned about the...

Adam Strydom
Jan 18, 20241 min read
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Resillient Performance
Britvic plc's H1 results have demonstrated the business’s resilience, with growth in underlying revenue and EBIT margin, and only a...

Adam Strydom
Jan 18, 20241 min read
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A Strong Year Ahead
Endeavour Mining's Q123 financial results were materially ahead of both the market and Edison Group's expectations, on a headline and an...

Adam Strydom
Jan 18, 20241 min read
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Continuation of Strong Trading in FY23
Greggs' strong sales performance in the first 19 weeks of the year is in line with management’s expectations and therefore its profit...

Adam Strydom
Jan 18, 20241 min read
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Nail-Biting Finish to the 2023/23 Season
Borussia Dortmund's, German professional sports club based in Dortmund, North Rhine-Westphalia, Q323 results demonstrate the ongoing...

Adam Strydom
Jan 18, 20241 min read
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A One-Stop Global Equity Shop for All Weathers
The BRUNNER INVESTMENT TRUST PLC(THE) (BUT) is led by a very strong team at Allianz Global Investors (AllianzGI). Its two co-managers,...

Adam Strydom
Jan 18, 20241 min read
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