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 151 min read
Continuing Where Q1 Left Off
Wheaton Precious Metals ’ (WPM’s) Q224 results exceeded Edison Group ’s forecasts, as well as the market’s. In general, WPM produced...
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Adam Strydom
Aug 151 min read
Q224 Results: Steady Progress
Pan American Silver Corp. (PAAS) delivered a robust set of Q224 results, with lower silver production offset by the stronger sales and...
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Adam Strydom
Aug 81 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
Aug 81 min read
Novo Holdings Invests in Oxford Nanopore
IP Group plc ’s largest life sciences holding at end-2023, Oxford Nanopore Technologies (ONT), which developed a new generation of...
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Adam Strydom
Aug 81 min read
Strengthening Operating Margin in H1
Metlen Energy & Metals achieved a record H1 EBITDA of €474m in 2024 (vs €437m in H123), while also increasing its operating margin by...
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Adam Strydom
Aug 81 min read
Preliminary H124 NAV Total Return of 5.6%
HgT has published its preliminary unaudited H124 trading update, reporting a 5.6% NAV total return (TR) in H124 (of which 3.0% was in...
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Adam Strydom
Aug 81 min read
Another Record Year in FY24
Games Workshop Group plc (GAW) enjoyed a signature record year in FY24 with the launch of the 10th edition of its largest intellectual...
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Adam Strydom
Aug 81 min read
Confident About FY24 Outlook
Greggs ’ H124 results demonstrate the ongoing benefits of its multiple levers to drive revenue growth as well as a pleasant surprise on...
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Adam Strydom
Aug 81 min read
Positive Progress Continues
Melrose Industries PLC ’s impressive H1 performance demonstrates the strength of the business, assisted by aftermarket exposure, given...
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