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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


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


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


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


A Year of Optimisation Ahead
Agnico Eagle Mines Limited (AEM), senior Canadian gold mining company, started the year with strong quarterly production of 813koz at an...

Adam Strydom
Jan 18, 20241 min read


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


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


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


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


Higher Dividends for the Last 41 Years
Simon Gergel at Allianz Global Investors has managed The Merchants Trust PLC(MRCH), a large British investment trust dedicated to...

Adam Strydom
Jan 18, 20241 min read
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