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Trading 'Slightly Ahead' of Consensus
Renewi is a leader in the circular economy with a recycling rate of more than 68% which, along with ever-tightening legislation, provides...

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

Adam Strydom
Jan 18, 20241 min read
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Profits on the Go
Greggs has entered the second full financial year of its five-year growth plan having exceeded our initial FY22 revenue estimates, helped...

Adam Strydom
Jan 18, 20241 min read
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Yamana Transaction Fully Approved
Pan American Silver Corp. (PAAS) has reported that the Mexican Federal Economic Competition Commission approved the company’s plan of...

Adam Strydom
Jan 18, 20241 min read
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FY22 Profit and Cash Returns Exceed Estimates
OPAP, Greek national lottery, Â FY22 results benefited from the ongoing retail recovery post COVID, and a still-growing contribution from...

Adam Strydom
Jan 18, 20241 min read
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The Investment Vacuum
The global transition away from hydrocarbons as an energy source means a new ecosystem encompassing renewable power generation, storage,...

Adam Strydom
Jan 18, 20241 min read
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Cresemba Expansion Continues with Japan Launch
Basilea Pharmaceutica has announced that it has received a development-related milestone payment of CHF5m from its Japanese licensing...

Adam Strydom
Jan 18, 20241 min read
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Yettel Stake Swapped for 19.5% of Vodafone Hungary
Following on from the acquisition of a 51% stake in Vodafone Hungary in January, 4iG Nyrt. has increased its effective stake by 19.5%, to...

Adam Strydom
Jan 18, 20241 min read
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Management Anticipates Stronger Growth in FY23
TINEXTA S.P.A.’s FY22 results demonstrated strong growth but were just shy of Edison Group expectations, mainly due to lower growth than...

Adam Strydom
Jan 18, 20241 min read
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More Work to do to Finilise Takeover
The Competition and Markets Authority (CMA) has finished its Phase 1 investigation and has concluded that it has concerns that the...

Adam Strydom
Jan 18, 20241 min read
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