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    Edison Explains Software-as-a-service
    Adam Strydom
    • 1 min

    Edison Explains Software-as-a-service

    ‘Software-as-a-service (SaaS) has been around for several decades, but the pandemic triggered an acceleration of growth and more adoption...
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    A Compelling Story at an Attractive Discount
    Adam Strydom
    • 1 min

    A Compelling Story at an Attractive Discount

    Molten Ventures continues to deliver strong returns, fully meeting its guidance for FY22, though the current environment is clearly more...
    0 views0 comments
    Progress with Organic and Acquisition-led Growth
    Adam Strydom
    • 1 min

    Progress with Organic and Acquisition-led Growth

    Coinciding with its FY21 AGM, Primary Health Properties PLC (PHP) has provided a trading update for the quarter ending 31 March 2022...
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    Refining Forecasts Ahead of Results
    Adam Strydom
    • 1 min

    Refining Forecasts Ahead of Results

    Endeavour Mining’s Q122 results are scheduled for distribution to the market on 5 May 2022. Prior to their release, Edison Group has...
    0 views0 comments
    Edison Insight April 2022
    Adam Strydom
    • 1 min

    Edison Insight April 2022

    This month it opens with a strategy piece by Alastair George, who believes that year to date, 2022 will have disappointed bullish...
    0 views0 comments
    Building It Piece by Piece
    Adam Strydom
    • 1 min

    Building It Piece by Piece

    After a fourth quarter result that was 13.7% ahead of Edison Group's expectations, it expects Newmont Corporation’s financial performance...
    0 views0 comments
    Q1 Revenue in Line, Outlook Maintained
    Adam Strydom
    • 1 min

    Q1 Revenue in Line, Outlook Maintained

    Esker Inc reported 18% y-o-y revenue growth for Q122 and continues to expect organic growth of 15–16% for the full year with operating...
    0 views0 comments
    Strong H2 Performance Drives Upgrades
    Adam Strydom
    • 1 min

    Strong H2 Performance Drives Upgrades

    GBG Plc (GBG) expects to report revenue and adjusted operating profit for FY22 well ahead of Edison Group and consensus forecasts having...
    1 view0 comments
    Well Placed to Benefit from Renewables
    Adam Strydom
    • 1 min

    Well Placed to Benefit from Renewables

    MYTILINEOS S.A. is well placed to benefit from a push in the EU to accelerate renewable plans. It has a renewable portfolio of c 7GW and...
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    Entering FY23 in a Strong Position - FY22 Trading Update
    Adam Strydom
    • 1 min

    Entering FY23 in a Strong Position - FY22 Trading Update

    discoverIE Group plc continued to see strong order intake and sales in the final months of FY22, closing the year ahead of board...
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    Edison Healthcare Insight April 2022
    Adam Strydom
    • 1 min

    Edison Healthcare Insight April 2022

    Edison Group's established healthcare team has released its April Healthcare Insight Edition. In this edition Edison has profiled 36 of...
    2 views0 comments
    Mpama South Continues the Charge
    Adam Strydom
    • 1 min

    Mpama South Continues the Charge

    Alphamin Resources Corp (AFMJF) has announced the start of development of the Mpama South project. Excluding an (exceptional) warrant...
    0 views0 comments
    Demand Outpacing Supply
    Adam Strydom
    • 1 min

    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...
    0 views0 comments
    Quietly Getting the Job done in South Africa
    Adam Strydom
    • 1 min

    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...
    3 views0 comments
    Short-term Trading Versus Long-term Value Creation
    Adam Strydom
    • 1 min

    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...
    0 views0 comments
    Lean, Mean Silver Machine
    Adam Strydom
    • 1 min

    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...
    0 views0 comments
    Simplifying Mobile Commerce
    Adam Strydom
    • 1 min

    Simplifying Mobile Commerce

    Boku’s FY21 results reflect continued strong momentum in the Payments business and improved performance in the since-sold Identity...
    0 views0 comments
    Favouring Growth over Short-term Margin Boost
    Adam Strydom
    • 1 min

    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....
    0 views0 comments
    Ninth Successive Year of Outperformance
    Adam Strydom
    • 1 min

    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,...
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    Edison Insight March 2022
    Adam Strydom
    • 1 min

    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...
    1 view0 comments
    Upgrading Forecast for FY22 Cash Returns
    Adam Strydom
    • 1 min

    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...
    1 view0 comments
    Sustained Momentum
    Adam Strydom
    • 1 min

    Sustained Momentum

    YouGov’s H122 results show impressive underlying revenue growth of 25%, led by strong progress in Data Products and Custom Research, with...
    0 views0 comments
    Supporting a More Proactive Health Service
    Adam Strydom
    • 1 min

    Supporting a More Proactive Health Service

    EMIS Group plc reported FY21 results ahead of Edison Group's recently raised forecasts, with revenue up 6% y-o-y, adjusted operating...
    0 views0 comments
    Decarbonisation
    Adam Strydom
    • 1 min

    Decarbonisation

    Aluminium production is one of the most carbon-intensive industries, due to the high levels of electricity required for aluminium...
    0 views0 comments
    Edison Healthcare Insight March 2022
    Adam Strydom
    • 1 min

    Edison Healthcare Insight March 2022

    Edison Group's established healthcare team has released its March Healthcare Insight Edition. In this edition Edison has profiled 39 of...
    2 views0 comments
    Russia-free Exposure to Precious Metals
    Adam Strydom
    • 1 min

    Russia-free Exposure to Precious Metals

    Wheaton Precious Metals' revenue, total cost of sales, earnings from operations, earnings before tax and net earnings (excluding a...
    1 view0 comments
    13% Growth Despite Supply Chain Constraints
    Adam Strydom
    • 1 min

    13% Growth Despite Supply Chain Constraints

    Datatec Limited's management has released FY22 revenue figures. Group revenue is expected to have risen c 13% y-o-y to US$4.65bn (FY21:...
    0 views0 comments
    Building a Sustainable Future
    Adam Strydom
    • 1 min

    Building a Sustainable Future

    In this thematic report, which is the fifth in a sequence of short notes and interviews about BayWa AG, Edison Group explores how the...
    1 view0 comments
    'Not Peak Greggs Yet'
    Adam Strydom
    • 1 min

    'Not Peak Greggs Yet'

    Greggs has demonstrated a strong trading recovery through FY21, which gave management confidence to accelerate its Next Generation Greggs...
    0 views0 comments
    Forecasts Ahead of St Patrick's Day Results
    Adam Strydom
    • 1 min

    Forecasts Ahead of St Patrick's Day Results

    Following its acquisitions of SEMAFO Inc. and Teranga Gold Corporation, Endeavour Mining has become one of the top 10 major gold...
    0 views0 comments

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