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Adam Strydom
2 days ago1 min read
Hard Underwriting Cycle Delivering Profit Growth
Santam Insurance  released excellent FY24 results with a 50% increase in HEPS and an RoE of 32%, driven by a more-than-doubling of...
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Adam Strydom
3 days ago1 min read
Examining Istesso's Phase llb Results
Istesso, IP Group plc ’s largest private life sciences holding (c 11% of end-June 2024 portfolio value), has announced the results of...
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Adam Strydom
3 days ago1 min read
Refining FY24 Forecasts and Introducing Q1-Q425
Wheaton Precious Metals  (WPM’s) production and sales announcement of 18 February revealed FY24 gold output of 397,742oz and silver...
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Adam Strydom
5 days ago1 min read
SA Insurer Results: Focus Area
ALG Newsletter - SA insurer results: focus areas. The SA insurer results season is about to kick off and there are many key areas to...
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Adam Strydom
Feb 261 min read
Moving to a Smokeless World
BAT ’s (BAT’s) strategy is to become a predominantly smokeless business, generating more than 50% of revenue (FY24: 17.5%) from smokeless...
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Adam Strydom
Feb 261 min read
Strong FY24 Results: FY25 Guidance Confirmed
THEON INTERNATIONAL Â has reported a strong set of maiden results as a listed company, along with good growth in order backlog, supporting...
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Adam Strydom
Feb 261 min read
Income and Capital Growth Continuing
Indexed rent reviews continue to drive earnings growth and property valuation uplifts at Target Healthcare REIT Ltd (THRL) . Meanwhile,...
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Adam Strydom
Feb 261 min read
Encouraging Start to The Year for Cresemba
Basilea Pharmaceutica  has continued its strong momentum into 2025, announcing the receipt of a CHF1.2m milestone payment for Cresemba...
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Adam Strydom
Feb 251 min read
Order Book Returns to Growth
discoverIE Group plc ’s Q325 update confirmed that it continues to see a gradual improvement in the trading environment, with the order...
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Adam Strydom
Feb 251 min read
Transaction Activity Picked Up in 2024
HgTÂ reported a robust 10.1% preliminary NAV total return (TR) in FY24 (of which 4.4% in Q424), which the company highlighted was...
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