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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


Meeting Guidance for 10th Consecutive Year
In preparation for FY22 results on 9 March, Endeavour Mining has released preliminary operational results. Q422 saw a 4% increase in gold...

Adam Strydom
Jan 18, 20241 min read


Resilience in a More Difficult Macro Environment
YouGov’s trading update covering the six months to end January confirms that the group is on track to meet the full year market revenue...

Adam Strydom
Jan 18, 20241 min read


New Use Case in Manufacturing Opening Up?
WANdisco’s deal flow momentum continues, with a $9m contract with a European consumer goods and manufacturing company. This win is...

Adam Strydom
Jan 18, 20241 min read


Strong Execution Resulting in Operating Profitability
On the heels of management’s January upward guidance revision, continued strong execution of Basilea Pharmaceutica’s outlined strategic...

Adam Strydom
Jan 18, 20241 min read
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