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Reinet NAV Discount and PICG
ALG Newsletter - REINET INVESTMENTS NAV discount and Pension Insurance Corporation plc . In this Newsletter, Andrew M. looks at the...

Adam Strydom
Oct 18, 20241 min read


Earnings Underpinned by Gross Profit Margin
CALGRO M3 HOLDINGS posted a 28.5% increase in EPS to 101.4 cents for the six months to August 2024, which represents a three-year EPS...

Adam Strydom
Oct 18, 20241 min read


Tetragon Maintains its Investing Pace
Tetragon Financial Group Limited (Tetragon), a Guernsey closed-ended investment company, reported a 1.3% return on equity (RoE) in H124,...

Adam Strydom
Oct 18, 20241 min read


Banco BAI - Leading Angolan Bank
ALG Newsletter - Banco BAI - Leading Angolan Bank. BANCO BAI is the largest Angolan bank by assets, recently featured in an Edison...

Adam Strydom
Oct 18, 20241 min read


Record Exit Underpinning the NAV
IP Group plc ’s realisation activity has picked up notably in the months leading up to the company’s interim results publication in...

Adam Strydom
Oct 18, 20241 min read


Sigmar the Fourth
Games Workshop Group plc (GAW) is the global leader for tabletop miniature gaming, which has enjoyed impressive growth, with core...

Adam Strydom
Oct 18, 20241 min read


Embracing IFRS 17 - June 2024 Results
ALG Newsletter - Embracing IFRS 17 - June 2024 results. Sanlam , Discovery Limited , Old Mutual Limited , Momentum Group Limited...

Adam Strydom
Oct 18, 20241 min read


Strategic Shift from Growth to Consolidation
HELIOS UNDERWRITING PLC (Helios) delivered EPS growth of 35% to 7.7p in H124 and reported a net asset value (NAV) of 191p/share. While...

Adam Strydom
Oct 18, 20241 min read


Scaling Up
Nano Dimension has agreed to acquire Markforged , a specialist in additive manufacturing (AM) for metal and advanced composites, for...

Adam Strydom
Oct 18, 20241 min read


Portfolio Growth Ahead of Budget
SDCL Energy Efficiency Income Trust (SEEIT) ’s interim update (for the six months to 30 September 2024) has highlighted that its...

Adam Strydom
Oct 18, 20241 min read
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