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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


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


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


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


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


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


Facing the Heat
As Britain endured its highest ever summer temperatures and Europe suffered record fire damage, the climate apocalypse we’ve been warned...

Adam Strydom
Jun 10, 20231 min read


Seven things every investor needs to know about Provaris Energy
With global CO2 emissions currently estimated at more than 36bn metric tonnes* per year, every developed and emerging economy needs to...

Adam Strydom
Jun 10, 20231 min read


Consumer Watch
The consumer sectors are facing a perfect storm of declining demand (lower real incomes and consumer confidence) and widespread...

Adam Strydom
Jun 10, 20231 min read


Maintaining Outlook for FY22
Esker Inc reported Q222 revenue growth of 19% y-o-y (12% in constant currency), driven by 23% growth in SaaS revenues. Despite the...

Adam Strydom
Jun 10, 20231 min read
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