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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


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


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


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


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


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


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


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


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


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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