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IFRS 17
#IFRS17 will meaningfully impact #lifeinsurance disclosure and the way investors look at these companies. It could result in a new global...

Adam Strydom
Jan 18, 20241 min read
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Lower PGM Prices Affecting Results and Forecasts
Despite the lower Q323 production and higher unit costs, Sylvania Platinum Limited remains highly cash generative with US$144.2m cash at...

Adam Strydom
Jan 18, 20241 min read
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A Year of Optimisation Ahead
Agnico Eagle Mines Limited (AEM), senior Canadian gold mining company, Â started the year with strong quarterly production of 813koz at an...

Adam Strydom
Jan 18, 20241 min read
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Well Positioned for the Current Environment
The Bankers Investment Trust PLC (BNKR) has been managed by Alex Crooke, co-head of equities at Janus Henderson Investors (JHI), since...

Adam Strydom
Jan 18, 20241 min read
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Initial Signs of Stabilisation in H223
Molten Ventures released its FY23 trading update (to end-March 2023), with its NAV per share down c 17% in FY23 to c 775p. That said, it...

Adam Strydom
Jan 18, 20241 min read
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Edison Insight April 2023
This is the April edition of Edison Group’s Insight. They open with a strategy piece by Alastair George, who believes that the recovery...

Adam Strydom
Jan 18, 20241 min read
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Record Revenues in FY22
Nano Dimension's FY22 results show that its ‘buy-and-build’ strategy has delivered a quadrupling of revenues during the year. The pace of...

Adam Strydom
Jan 18, 20241 min read
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Higher Dividends for the Last 41 Years
Simon Gergel at Allianz Global Investors has managed The Merchants Trust PLC(MRCH), Â a large British investment trust dedicated to...

Adam Strydom
Jan 18, 20241 min read
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Growth from a Firm Base
Target Healthcare REIT Ltd (THRL)'s decision to rebase the quarterly DPS targeted for H223 (-17% to 1.4p per quarter) established full...

Adam Strydom
Jan 18, 20241 min read
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Guidance Increased Again
Alkane Resources Ltd continues to increase its production guidance, indicating confidence in a strong close to FY23, from 62,000–70,000oz...

Adam Strydom
Jan 18, 20241 min read
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