Firmly on Track Despite the UAW Strike Headwinds
Dowlais Group plc’s positive trading update, with growth ahead of the market and continued margin expansion, provides another marker in...
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Adam Strydom
Jan 241 min read
GE Partnership Expansion
The announcement with GE further demonstrates the market-leading position of GKN Aerospace: technology and production capability to win...
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Adam Strydom
Jan 221 min read
Margin and EV Journey Accelerating
There are two key pillars to the investment thesis for Dowlais Group plc: achieving c 11% operating margins in the medium term and...
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Adam Strydom
Jan 221 min read
Clarity on GTF Helpful for Investors
The announcement about the expected impact of the GTF engine programme, in which MELROSE INDUSTRIES PLC has a 4% share, removes an...
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Adam Strydom
Jan 191 min read
On Track - a Circular Track
Renewi has announced that trading in Q1 was in line with expectations. As a recycling business, the group is well placed to benefit from...
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Adam Strydom
Jan 191 min read
Vigo: The Benefits of Restructuring and Investment
A visit to the Vigo plant provided tangible evidence of the restructuring and investment undertaken to improve the cost base required to...
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Adam Strydom
Jan 191 min read
Resillience from a Transitioning Strategy
Arctic Paper is a leading European producer of graphical fine paper, biobased packaging solutions, high-quality wood pulp and energy,...
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Adam Strydom
Jan 191 min read
Positive Start to the Year
Dowlais Group plc is a British company operating in the automotive and powder metallurgy industries. Management set out its strategy when...
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Adam Strydom
Jan 181 min read
The Stars are Aligned
Following the demerger of Dowlais automotive, MELROSE INDUSTRIES PLC is a focused aerospace group with a retuned strategy, still with...
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Adam Strydom
Jan 181 min read
Trading 'Slightly Ahead' of Consensus
Renewi is a leader in the circular economy with a recycling rate of more than 68% which, along with ever-tightening legislation, provides...
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Adam Strydom
Jan 181 min read
Depressed Valuations Imply Upside Potential
The UK mini-budget in September 2022 highlighted an already well-known problem: rising house prices have made traditional home ownership...
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Adam Strydom
Jan 181 min read
Q323 Update Supports Full-Year Forecasts
Renewi is a leader in waste and recycling sectors and is well positioned in the emerging circular economy. Following the recently...
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