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Wheaton Precious Metals - Bagging elephants
Wheaton Precious Metals is a multinational precious metals streaming company and one of the largest global streaming and royalty...

Adam Strydom
Jan 20, 20221 min read


HgCapital Trust plc - 36% NAV return
HgCapital Trust plc is a private equity firm investing in unquoted UK and European companies through fund partnerships. After a 9-month...

Adam Strydom
Jan 20, 20221 min read


Supermarket sweep
Supermarket Income REIT is an London Stock Exchange listed company investing in supermarket property. It is on an acquisition spree after...

Adam Strydom
Jan 20, 20221 min read


SA scrap reservoir
SA regulations supporting the scrap steel market has increased the availability of raw material for more energy efficient and lower...

Adam Strydom
Jan 20, 20221 min read


Scrap - the greener side of steel
Using scrap metal in steel production reduces emissions by up to 40%. Hennie Vermeulen explores the potential environmental benefits that...

Adam Strydom
Jan 20, 20221 min read


PGM outlook and forecasts
The PGM market is expected to recover in 2022 as chip shortages subside and vehicle production recovers, according to René Hochreiter....

Adam Strydom
Jan 20, 20221 min read


Declining JSE offshore ownership and coverage weighs on market caps
JSE top-80 companies have seen a 26% decline in analyst coverage from June 2018, with a marked pullback in offshore ownership to 36%...

Adam Strydom
Jan 20, 20221 min read


Alphamin Resources
Alphamin Resources Corp (AFMJF) is a tin concentrate producer with operations in the Democratic Republic of Congo and a secondary listing...

Adam Strydom
Dec 9, 20211 min read


discoverIE Group
discoverIE Group plc is an independent designer, manufacturer and supplier of electronic components. It is listed on the London Stock...

Adam Strydom
Dec 9, 20211 min read


Edison Explains: Low-carbon Hydrogen
Edison Group explains hydrogen and the energy transition and how it is expected to play a key role in the decarbonisation of the energy...

Adam Strydom
Dec 9, 20211 min read
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