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Attractive, Lower-risk Returns
International Public Partnerships’ (INPP’s) portfolio continues to deliver consistent and predictable returns for investors, while...

Adam Strydom
Oct 18, 20241 min read


Edison Insight September 2024 Edition
Welcome to the September edition of Edison Group ’s Insight, their monthly publication. It includes half-page profiles on approximately...

Adam Strydom
Oct 18, 20241 min read


Strong Reserves Replacement Rates for Key Assets
Pan American Silver Corp. (PAAS) has released its annual mineral reserves and resources statement. While the overall reserves and...

Adam Strydom
Oct 18, 20241 min read


Merger with Alliance Trust Offers Many Benefits
In June 2024, the boards of Witan Investment Trust plc (WTAN) and Alliance Witan (ATST) announced plans for a combination of the two...

Adam Strydom
Oct 18, 20241 min read


Improved Growth in Q224
Intralot reported better year-on-year growth in revenue and EBITDA in Q224 than Q124, although foreign currency headwinds – notably from...

Adam Strydom
Oct 18, 20241 min read


Moving Into the Next Growth Phase
discoverIE Group plc ’s first capital markets day (CMD) in six years was an opportunity for the group to recap how via its buy-and-build...

Adam Strydom
Oct 18, 20241 min read


Management Sees Positive Portfolio Momentum
IP Group plc reported broadly stable private portfolio values in H124, assisted by the positive revaluation of Featurespace, an...

Adam Strydom
Oct 18, 20241 min read


Crystallising Portfolio Values
Molten Ventures has already surpassed its £100m realisation target for FY25 (ending March 2025) with exits from Perkbox, Endomag,...

Adam Strydom
Oct 18, 20241 min read


Money-centre Bank with Lending Optionality
BANCO BAI (BAI) is the largest Angolan bank by assets. It is a money-centre, institutional-focused bank, with high investment and...

Adam Strydom
Oct 17, 20241 min read


Turnaround from Old Mutual Insure
ALG Newsletter - Turnaround from Old Mutual Insure . Old Mutual South Africa 's earnings growth in 1H24 was bolstered by a strong...

Adam Strydom
Oct 17, 20241 min read
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