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Adam Strydom
Apr 18, 20241 min read
Strong Share Price on Supportive Fundamentals
On 22 March, HELIOS UNDERWRITING PLC reported NAV for 31 December 2023 of 185p/share. This is broadly in line with Edison Group’s...
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Adam Strydom
Mar 27, 20241 min read
How Important is IFRS 17?
ALG Newsletter - How important is IFRS 17? Read more about why you should invest time and effort in understanding IFRS 17 better and how...
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Adam Strydom
Mar 19, 20241 min read
Sanlam's Bet on SA Healthcare
ALG Newsletter -Â Sanlam's bet on SA healthcare. Read more about Sanlam's transformative AfroCentric Group transaction, which is set to...
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Adam Strydom
Feb 28, 20241 min read
Sanlam's Very Active 2 Years
ALG Newsletter -Â Sanlam's very active 2 years. Read more about Sanlam's corporate activity over recent years, including its defensive,...
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Adam Strydom
Feb 27, 20241 min read
Sluggish PGM Prices Affect Forecasts
Sylvania Platinum Limited’s Q224 and H124 results were overshadowed by a lower PGM basket price, which resulted in a 10% reduction in...
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Adam Strydom
Feb 13, 20241 min read
Why is the Assupol deal important?
ALG Newsletter - Sanlam/Assupol. Read why we believe the Assupol Holdings Limited deal is important. We expect further corporate activity...
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Adam Strydom
Jan 24, 20241 min read
Huge Capacity Increase Follows Capital Infrastructure
HELIOS UNDERWRITING PLC finds itself in a perfect storm of strong valuation support (capital restructure and huge Lloyd's underwriting...
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Adam Strydom
Jan 24, 20241 min read
Where is the Growth?
Traditional life assurance growth is constrained in SA as companies increasingly rely on non-traditional SA and non-SA businesses for...
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Adam Strydom
Jan 24, 20241 min read
Q124 Production Up, Costs Down
Sylvania Platinum Limited is a low-risk, high-yielding South African platinum group metals (PGM) dump retreatment operation. Despite a...
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Adam Strydom
Jan 24, 20241 min read
Interim Results Deliver Long-Awaited Upswing
HELIOS UNDERWRITING PLC reported H123 EPS of 5.7p, a meaningful turnaround from a 4.4p loss in H122 and a 4.9p loss in FY22. It benefited...
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Adam Strydom
Jan 22, 20241 min read
Stellar Production, Guidance Beaten
Sylvania Platinum Limited reported excellent production results offset by weak PGM prices. The platinum group metal (PGM) basket price...
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Adam Strydom
Jan 22, 20241 min read
New Thaba JV Adds Significant Value
Sylvania Platinum Limited (SLP) has announced a 50:50 joint venture (JV) with Limberg Mining Company (LMC), called Thaba, to process...
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