top of page


Growth Ambitions
Foresight Solar Fund (FSFL) is the largest solar investor listed in the UK by total net peak capacity of c 1.07GW (when operational)....

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Mixed Q2 Results, Escobal Progress
Pan American Silver Corp. reported mixed Q222 results that were heavily affected by one-off items stemming from the grade and production...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Edging Forecasts to Higher End of Range
Dentsu has had a strong Q222, reporting organic revenue growth of 8.2% (7.9% including Russia). Customer Transformation & Technology...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Guidance Changes Already Antipicapted
Underlying net earnings for Wheaton Precious Metals (WPM) in Q222 were 4.4% above Edison Group’s forecasts. Although WPM reduced its...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


ESG, Moving Beyond the Box Tick
Environmental, social and governance (ESG) factors have evolved rapidly over a relatively short time frame. Global ESG assets, now...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Loop Energy PO guidance upgraded as company reports record revenue
The latest results of Canada-listed Loop Energy suggest there is increasing appetite for hydrogen fuel cell vehicles in the global...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Yield Hits 4%
Endeavour Mining’s Q222 results were better than Edison Group's expectations. Given that Edison’s expectations were close to consensus,...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Demand Remains Strong Despite Supply Issues
The continuation of component shortages and further COVID-19 disruption reduced the amount of product XP Power could ship in H122,...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Upgrading on Strong Organic Growth
In Q123, discoverIE Group plc saw a continuation of the strong organic growth reported in FY22, with revenue 17% higher y-o-y on an...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â


Edison Insight July 2022 Edition
Edison has c 400 companies under coverage, of which 110 are profiled in this edition. In this month’s strategy piece Alastair George...

Adam Strydom
Jun 10, 20231 min read
Â
Â
Â
All
bottom of page