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Income Progress Mitigates Pressure on Valuation
For Q223, Target Healthcare REIT Ltd (THRL) (THRL) declared a second quarterly DPS of 1.69p, supported by inflation-linked rental growth...

Adam Strydom
Jan 18, 20241 min read


Robust Exit Activity in Q123
Deutsche Beteiligungs AG (DBAG) posted a 7% increase in NAV per share in Q123 (ending 31 December 2022), supported by a €23.9m positive...

Adam Strydom
Jan 18, 20241 min read


Well Set for Robust Long-Term PGM Prices
Sylvania Platinum Limited’s Q223 results did not match the strong Q1, reflecting a blend of price, cost and fx moves. However, production...

Adam Strydom
Jan 18, 20241 min read


Capacity Increase Supports Strong Growth
HELIOS UNDERWRITING PLC reported a 27% increase in Lloyd’s of London (Lloyd’s) underwriting capacity for the start of 2023 to £296.6m,...

Adam Strydom
Jan 18, 20241 min read


Q323 Update Supports Full-Year Forecasts
Renewi is a leader in waste and recycling sectors and is well positioned in the emerging circular economy. Following the recently...

Adam Strydom
Jan 18, 20241 min read


Income and Outperformance in Uncertain Times
JPMORGAN GLOBAL GROWTH & INCOME PLC (JGGI) invests in long-term structural winners, although in these uncertain times, managers Helge...

Adam Strydom
Jan 18, 20241 min read


Sustainable in Several Senses
Newmont Corporation will update guidance for 2023 when it releases Q4 results on 23 February 2023. We anticipate a strong close to 2022...

Adam Strydom
Jan 18, 20241 min read


Key Role in Ensuring Electricity System Flexibility
Battery energy storage provides flexibility and stability to electricity grids. An increase in electricity grid system volatility is...

Adam Strydom
Jan 18, 20241 min read


Shareholders Approve Yamana Transaction
Pan American Silver Corp. (PAAS) has reported that its shareholders approved the proposed share issue to acquire all outstanding Yamana...

Adam Strydom
Jan 18, 20241 min read


Lithium's Adolescence
The short-term cycle in lithium is, and will continue to be, volatile, but the longer-term challenge is to build an industry of...

Adam Strydom
Jan 18, 20241 min read
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