FY24 Demonstrates Resilient Business Model
In a difficult trading environment, with customers in the largest target market in a digestion phase after widespread supply chain...
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Adam Strydom
Jun 141 min read
Answering Five Key Investor Questions
In this note Edison Group examine five key questions investors have raised regarding SDCL Energy Efficiency Income Trust (SEEIT), prior...
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Adam Strydom
Jun 141 min read
Elevated Regulatory Impact
S&U's Q125 trading update disclosed increased pressure as the company steers cautiously through the changing regulatory landscape. The...
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Adam Strydom
May 211 min read
Encouraging Start to FY24
Greggs’ trading update for the first 19 weeks of the year shows that the company is driving superior revenue growth from its key...
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Adam Strydom
Apr 181 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
Apr 181 min read
Showing Us How it's Done
The second full year of Greggs’ five-year growth plan to double revenue by FY26 should be marked down as very successful, especially so...
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Adam Strydom
Mar 271 min read
Steady as She Goes
Games Workshop Ltd has reported that trading for the three months to the end of February 2024 is in line with expectations. The fourth...
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Adam Strydom
Mar 271 min read
Strong Earnings Growth and Realisations in FY23
HGCAPITAL LLP Trust (HgT) posted an 11.1% NAV total return in FY23 (based on final audited numbers), which allowed it to sustain strong...
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Adam Strydom
Mar 111 min read
Continued Outperformance
MELROSE INDUSTRIES PLC’ shares have been re-rated over the past year, reflecting the company becoming a pure aerospace group and its...
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Adam Strydom
Mar 61 min read
One Plus One Equals Three
FY23 results for The Law Debenture Group (LWDB), a company invests in various sectors, including oil and gas, basic materials,...
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Adam Strydom
Mar 61 min read
Returns and Buyback Help Narrow the Discount
abrdn Investment Trusts achieved a 5.4% NAV total return (TR) in FY23 (to end-September 2023) despite muted private equity (PE) deal...
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Adam Strydom
Feb 271 min read
Preliminary FY23 NAV Total Return of 10.7%
HgT ’s, preliminary unaudited FY23 trading update reported a 10.7% net asset value total return (NAV TR) in FY23 (of which c 1% in Q423)....
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