Adam Strydom1 minEdison 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...
Adam Strydom1 minA Compelling Story at an Attractive DiscountMolten Ventures continues to deliver strong returns, fully meeting its guidance for FY22, though the current environment is clearly more...
Adam Strydom1 minProgress with Organic and Acquisition-led GrowthCoinciding with its FY21 AGM, Primary Health Properties PLC (PHP) has provided a trading update for the quarter ending 31 March 2022...
Adam Strydom1 minRefining Forecasts Ahead of ResultsEndeavour Mining’s Q122 results are scheduled for distribution to the market on 5 May 2022. Prior to their release, Edison Group has...
Adam Strydom1 minEdison Insight April 2022This month it opens with a strategy piece by Alastair George, who believes that year to date, 2022 will have disappointed bullish...
Adam Strydom1 minBuilding It Piece by PieceAfter a fourth quarter result that was 13.7% ahead of Edison Group's expectations, it expects Newmont Corporation’s financial performance...
Adam Strydom1 minQ1 Revenue in Line, Outlook MaintainedEsker 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...
Adam Strydom1 minStrong H2 Performance Drives UpgradesGBG Plc (GBG) expects to report revenue and adjusted operating profit for FY22 well ahead of Edison Group and consensus forecasts having...
Adam Strydom1 minWell Placed to Benefit from RenewablesMYTILINEOS 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...
Adam Strydom1 minEntering FY23 in a Strong Position - FY22 Trading UpdatediscoverIE Group plc continued to see strong order intake and sales in the final months of FY22, closing the year ahead of board...
Adam Strydom1 minEdison Healthcare Insight April 2022Edison Group's established healthcare team has released its April Healthcare Insight Edition. In this edition Edison has profiled 36 of...
Adam Strydom1 minMpama South Continues the ChargeAlphamin Resources Corp (AFMJF) has announced the start of development of the Mpama South project. Excluding an (exceptional) warrant...
Adam Strydom1 minDemand Outpacing SupplyXP 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 Strydom1 minQuietly Getting the Job done in South AfricaPan 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 Strydom1 minShort-term Trading Versus Long-term Value CreationRecent weakness in the share price (down 25% in Q122 to 117p) reflects investors’ macro concerns. MELROSE INDUSTRIES PLC value...
Adam Strydom1 minLean, Mean Silver MachineWhile the well-timed acquisition of Tahoe Resources in 2019 boosted exposure to gold, given the quality and the calibre of its key silver...
Adam Strydom1 minSimplifying Mobile CommerceBoku’s FY21 results reflect continued strong momentum in the Payments business and improved performance in the since-sold Identity...
Adam Strydom1 minFavouring Growth over Short-term Margin BoostEsker Inc reported 19% y-o-y revenue growth for FY21, with 21% growth in operating profit and 20% growth in normalised diluted EPS....
Adam Strydom1 minNinth Successive Year of OutperformanceSince 21 March, Endeavour Mining has been an active constituent of the FTSE 100 Index. According to observers of FTSE trading patterns,...
Adam Strydom1 minEdison Insight March 2022Edison Group covers 109 companies in this March 2022 edition and now has c 400 companies under coverage with newly added, HELIOS...
Adam Strydom1 minUpgrading Forecast for FY22 Cash ReturnsEdison Group believes Games Workshop Ltd's cash position is better than it expected given the declaration of a further dividend...
Adam Strydom1 minSustained MomentumYouGov’s H122 results show impressive underlying revenue growth of 25%, led by strong progress in Data Products and Custom Research, with...
Adam Strydom1 minSupporting a More Proactive Health ServiceEMIS Group plc reported FY21 results ahead of Edison Group's recently raised forecasts, with revenue up 6% y-o-y, adjusted operating...
Adam Strydom1 minDecarbonisationAluminium production is one of the most carbon-intensive industries, due to the high levels of electricity required for aluminium...
Adam Strydom1 minEdison Healthcare Insight March 2022Edison Group's established healthcare team has released its March Healthcare Insight Edition. In this edition Edison has profiled 39 of...
Adam Strydom1 minRussia-free Exposure to Precious MetalsWheaton Precious Metals' revenue, total cost of sales, earnings from operations, earnings before tax and net earnings (excluding a...
Adam Strydom1 min13% Growth Despite Supply Chain ConstraintsDatatec 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:...
Adam Strydom1 minBuilding a Sustainable FutureIn this thematic report, which is the fifth in a sequence of short notes and interviews about BayWa AG, Edison Group explores how the...
Adam Strydom1 min'Not Peak Greggs Yet'Greggs has demonstrated a strong trading recovery through FY21, which gave management confidence to accelerate its Next Generation Greggs...
Adam Strydom1 minForecasts Ahead of St Patrick's Day ResultsFollowing its acquisitions of SEMAFO Inc. and Teranga Gold Corporation, Endeavour Mining has become one of the top 10 major gold...