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Setting the Scene for FY23 and Beyond
Based on adjusted EBITDA, Pan African Resources PLC’s performance in H222 was its third best on record and only fractionally (3.8% or...

Adam Strydom
Jun 30, 20231 min read
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Management Confident of Rebound in Q422
TINEXTA S.P.A.’s Q322 results highlighted the consistent strong growth of Digital Trust (DT) and contributions from M&A (seven...

Adam Strydom
Jun 30, 20231 min read
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South African Industrial Property Fundamentals are Strong
In the second instalment of his SA REIT series, Thobelani Maphumulo reviews the SA industrial property sector and the post-pandemic...

Adam Strydom
Jun 30, 20231 min read
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On Track to Hit Top End of Production Guidance
Endeavour Mining’s Q322 results released Thursday morning put it solidly on track to meet the top end of its guidance for the year of...

Adam Strydom
Jun 30, 20231 min read
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No Light at the End of the Tunnel Yet
In Edison Group's The Henderson Smaller Companies Investment Trust plc (HSL) initiation note in June, it highlighted the strong features...

Adam Strydom
Jun 30, 20231 min read
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Good Opportunity to Revisit an Unloved Asset Class
Templeton Emerging Markets Investment Trust PLC (TEMIT) has experienced a difficult period of performance in recent quarters as investors...

Adam Strydom
Jun 30, 20231 min read
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Key Drivers in Place and Borrowing Costs Fixed
Target Healthcare REIT Ltd (THRL) delivered strong absolute growth in FY22 and continued its record of positive NAV returns. However,...

Adam Strydom
Jun 30, 20231 min read
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Results Closely Inline with Prior Expectations
Wheaton Precious Metals produced 159,852 gold equivalent ounces (GEOs) in Q322, of which it sold 138,824 GEOs, representing a positive...

Adam Strydom
Jun 30, 20231 min read
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Massive Rhodium Gearing to Exploration Assets
Sylvania Platinum Ltd is a low-risk, high-yielding South African platinum group metals (PGM) dump retreatment operation. The company is...

Adam Strydom
Jun 30, 20231 min read
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UK Motor P&C Insurers Series
In the first of a series of explainers on recent developments in the UK motor property & casualty insurance industry, Marius Strydom...

Adam Strydom
Jun 30, 20231 min read
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