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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


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


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


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


Refining Forecasts
Wheaton Precious Metals (WPM’s) Q123 results are scheduled for 4 May. Ahead of their release, Edison Group has refined their forecasts to...

Adam Strydom
Jan 18, 20241 min read


Upgrading on Strong Close to FY23
With Q423 trading slightly better than expected, discoverIE Group plc is on track to deliver FY23 underlying earnings ahead of board...

Adam Strydom
Jan 18, 20241 min read


Better Outlook for FY23
Esker Inc reported 17% y-o-y revenue growth for Q123, with 21% y-o-y growth in SaaS revenue (83% of group revenue) on an organic constant...

Adam Strydom
Jan 18, 20241 min read


Zevtera NDA Submission Pushed to Q323
Basilea Pharmaceutica has announced that there will be a minor delay in the timing of its new drug application (NDA) for Zevtera...

Adam Strydom
Jan 18, 20241 min read
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