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Moving to a Smokeless World
BAT ’s (BAT’s) strategy is to become a predominantly smokeless business, generating more than 50% of revenue (FY24: 17.5%) from smokeless...

Adam Strydom
Feb 261 min read


Strong FY24 Results: FY25 Guidance Confirmed
THEON INTERNATIONAL has reported a strong set of maiden results as a listed company, along with good growth in order backlog, supporting...

Adam Strydom
Feb 261 min read


Income and Capital Growth Continuing
Indexed rent reviews continue to drive earnings growth and property valuation uplifts at Target Healthcare REIT Ltd (THRL) . Meanwhile,...

Adam Strydom
Feb 261 min read


Encouraging Start to The Year for Cresemba
Basilea Pharmaceutica has continued its strong momentum into 2025, announcing the receipt of a CHF1.2m milestone payment for Cresemba...

Adam Strydom
Feb 261 min read


Order Book Returns to Growth
discoverIE Group plc ’s Q325 update confirmed that it continues to see a gradual improvement in the trading environment, with the order...

Adam Strydom
Feb 251 min read


Transaction Activity Picked Up in 2024
HgT reported a robust 10.1% preliminary NAV total return (TR) in FY24 (of which 4.4% in Q424), which the company highlighted was...

Adam Strydom
Feb 251 min read


Portfolio Optimisation to Enhance Value
SAFARI INVESTMENTS RSA LIMITED (SAR) is a retail property specialist that owns and operates suburban shopping centres in South Africa...

Adam Strydom
Feb 251 min read


Direct Line Deal and Capacity Update
HELIOS UNDERWRITING PLC ’s (Helios’s) share price rose by 7% in the past two months, driven by healthy syndicate underwriting capacity...

Adam Strydom
Feb 211 min read


Yield Spike and SA Life Assurers
ALG Newsletter - Yield spike and SA life assurers. The recent 150bp spike in SA 10-year bond yields has not yet resulted in downward...

Adam Strydom
Feb 211 min read


Argent's Diversification Strategy
ALG Newsletter - Argent's diversification strategy. In this week's newsletter, Austin Lawrence Gidon 's metals and mining analyst, ...

Adam Strydom
Feb 211 min read
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