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Demand Outpacing Supply
XP Power’s Q122 trading update confirms demand has remained strong across the board, with order intake up 39% y-o-y. Ongoing supply chain...

Adam Strydom
Apr 19, 20221 min read


Quietly Getting the Job done in South Africa
Pan African Resources PLC produced 108,085oz gold in H122, which was 4.5% more than in H221, 9.9% more than H121 and 8.1% above its...

Adam Strydom
Apr 19, 20221 min read


Short-term Trading Versus Long-term Value Creation
Recent weakness in the share price (down 25% in Q122 to 117p) reflects investors’ macro concerns. MELROSE INDUSTRIES PLC value...

Adam Strydom
Apr 19, 20221 min read


Lean, Mean Silver Machine
While the well-timed acquisition of Tahoe Resources in 2019 boosted exposure to gold, given the quality and the calibre of its key silver...

Adam Strydom
Apr 7, 20221 min read


Simplifying Mobile Commerce
Boku’s FY21 results reflect continued strong momentum in the Payments business and improved performance in the since-sold Identity...

Adam Strydom
Apr 6, 20221 min read


Favouring Growth over Short-term Margin Boost
Esker Inc reported 19% y-o-y revenue growth for FY21, with 21% growth in operating profit and 20% growth in normalised diluted EPS....

Adam Strydom
Apr 6, 20221 min read


Ninth Successive Year of Outperformance
Since 21 March, Endeavour Mining has been an active constituent of the FTSE 100 Index. According to observers of FTSE trading patterns,...

Adam Strydom
Apr 6, 20221 min read


Edison Insight March 2022
Edison Group covers 109 companies in this March 2022 edition and now has c 400 companies under coverage with newly added, HELIOS...

Adam Strydom
Apr 6, 20221 min read


Upgrading Forecast for FY22 Cash Returns
Edison Group believes Games Workshop Ltd's cash position is better than it expected given the declaration of a further dividend...

Adam Strydom
Apr 6, 20221 min read


Sustained Momentum
YouGov’s H122 results show impressive underlying revenue growth of 25%, led by strong progress in Data Products and Custom Research, with...

Adam Strydom
Apr 6, 20221 min read
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