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FY25 results: Staying resilient
Molten Ventures confirmed the key highlights from its FY25 trading statement published in April, including a positive uptick in...

Adam Strydom
Jul 10, 20251 min read


Topical Issues for SA Life Assurers
ALG Newsletter - Topical issues for SA life assurers. On the back of an easing in Middle East tensions, bond yields have declined, the...

Adam Strydom
Jul 10, 20251 min read


Underwriting - Harder For Longer
ALG Newsletter - Underwriting - Harder for longer? Santam Insurance's 1Q25 operational update may point to a harder-for-longer...

Adam Strydom
May 21, 20251 min read


Production Guidance Lifted Again
Sylvania Platinum Limited has increased its full-year 4E platinum group metals (PGM) guidance again, to 78,000–80,000oz. Positive...

Adam Strydom
May 13, 20251 min read


Stunning Rise of Capitec Insurance
ALG Newsletter - Stunning rise of Capitec Insurance. Capitec Insurance grew its funeral and life policy count by 25% in FY25 compared...

Adam Strydom
Apr 25, 20251 min read


P&C Driving SA Insurer Results
ALG Newsletter - P&C driving SA insurer results. After OUTsurance reported 52% earnings growth for 1H25, Old Mutual (+17% for FY24)...

Adam Strydom
Apr 24, 20251 min read


Strong FY26 EPS Lift as Chromite JV Kicks in
Sylvania Platinum Limited ’s H125 results provided insightful disclosure around the Thaba joint venture (JV) accounting treatment and...

Adam Strydom
Mar 20, 20251 min read


SA Insurer Results Start Strongly
ALG Newsletter - SA insurer results start strongly. Santam Insurance , Discovery Limited and Sanlam have started the current results...

Adam Strydom
Mar 19, 20251 min read


52% Increase in H125 Earnings
OUTsurance released a super set of interim results today with a 52% increase in normalised EPS and an annualised RoE of 30.8%. The SA...

Adam Strydom
Mar 18, 20251 min read


An Attractive route to the PE mid-market
Patria Private Equity Trust PLC (formerly known as abrdn Private Equity Opportunities Trust) allows investors to gain exposure to a...

Adam Strydom
Mar 11, 20251 min read
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