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...
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...
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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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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...
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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...
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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...
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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...
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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...
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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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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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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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....
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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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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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:...
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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...
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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...
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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...
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