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Companies' Operational Strength Not Priced In
Utilico Emerging Markets Trust's (UEM’s), UK closed-end investment trust, manager Charles Jillings, at value-focused ICM Group, is...

Adam Strydom
Jan 18, 20241 min read


Priority Companies Making Progress in 2022
IP Group plc’s NAV per share came in at 132.9p at end-2022, only 2% below the end-June 2022 level. The NAV decline during 2022 was...

Adam Strydom
Jan 18, 20241 min read


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


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


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


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


FY22 Profit and Cash Returns Exceed Estimates
OPAP, Greek national lottery, FY22 results benefited from the ongoing retail recovery post COVID, and a still-growing contribution from...

Adam Strydom
Jan 18, 20241 min read


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


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


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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