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Adam Strydom
Aug 15, 20241 min read
Long-term PGM Price Upside
Sylvania Platinum Limited ’s Q424 results were negatively affected by a delayed recovery in production following the 22-day strike during...
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Adam Strydom
Aug 8, 20241 min read
Capitec's Strong IFRS 17 Results
ALG Newsletter - Capitec's strong IFRS 17 results. This week we look at Capitec's insurance business using the lens of Austin Lawrence...
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Adam Strydom
Jul 29, 20241 min read
Gearing to SA Life Assurer Upswing
ALG Newsletter - Gearing to SA life assurer upswing. With SA's new coalition cabinet announced, we explore the gearing of the big-4 life...
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Adam Strydom
Jul 29, 20241 min read
Delivery into a Strong Underwriting Cycle
HELIOS UNDERWRITING PLC  (Helios) delivered strong EPS of 21.6p in FY23, from a loss of 3.1p in FY22, ahead of Edison Group ’s 14.7p...
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Adam Strydom
Jun 28, 20241 min read
Cash Flush
Argent Industrial Group (Argent) is primarily a steel-based beneficiation group, bolstered by offshore investments in both existing and...
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Adam Strydom
Jun 25, 20241 min read
A Turning Point for SA Life Assurers?
ALG Newsletter - A turning point for SA life assurers? Following a run in insurance counters over the past week, we reassess our view...
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Adam Strydom
May 31, 20241 min read
Can We Make NHI More Affordable?
ALG Newsletter - Can we make NHI more affordable? We look at the signing of the NHI Bill from a slightly different perspective. Can...
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Adam Strydom
May 31, 20241 min read
Healthy FY23 Beat Supports Strong Outlook
HELIOS UNDERWRITING PLCÂ (Helios) delivered a strong EPS recovery in FY23 from a loss of 3.1p in FY22 to a profit of 21.6p, 50% ahead...
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Adam Strydom
May 21, 20241 min read
The Importance of PICG to Reinet
ALG Newsletter - The importance of PICG to Reinet. We look at the Pension Insurance Corporation plc, its strong new business growth and...
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Adam Strydom
May 21, 20241 min read
Annual Guidance Maintained, Despite Strike
Sylvania Platinum Limited has maintained annual production guidance despite Q324 results being affected by a 22-day strike, resulting in...
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Adam Strydom
May 21, 20241 min read
New Insurance Analysis Standard
ALG Newsletter - New insurance analysis standard. We discuss how #IFRS17 offers the potential of a uniform standard for insurance...
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Adam Strydom
Apr 18, 20241 min read
Hard Underwriting Cycle
ALG Newsletter - Hard underwriting cycle. While the increased frequency of weather-related events puts pressure on near-term results, we...
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