Unbundled research is a challenge. ALG has the solution. https://teapawt.org/t.co/6IfkvfUjli
Joined January 2020
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Austin Lawrence Gidon retweeted
Marius Strydom on the key drivers behind the JSE delisting trend iono.fm/e/1144893?utm_source…
Austin Lawrence Gidon retweeted
JSE's investment universe is shrinking at an alarming rate biznews.com/sa-investing/202…
Austin Lawrence Gidon retweeted
An alarming decline in @JSE_Group
issuer analyst coverage and offshore ownership is apparent from our @ALG_Research, in conjunction with @Edison_Inv_Res and @SingularSystems. Short, but must read for investors in SA stocks. edisongroup.com/declining-js…
Austin Lawrence Gidon retweeted
SA regulations supporting scrap steel market has increased availability of raw material for more energy efficient and lower emission steel production. Read ALG's Hennie Vermeulen's analysis for free thanks to @ALG_Research
and @Edison_Inv_Res. #steel #ESG
edisongroup.com/investment-t…
Austin Lawrence Gidon retweeted
ALG's René Hochreiter is bullish on PGMs for 2022 as chip shortages reduce. Read his views for free thanks to @ALG_Research
and @Edison_Inv_Res. #PGM #Platinum
edisongroup.com/investment-t…
Austin Lawrence Gidon retweeted
Follow our LinkedIn page for a curated list of @Edison_Inv_Res
research. Gain access to high-quality analyst reports without any subscription- or pay-walls. We will increasingly share on @ALG_Research as well. #equityresearch #JSE #SAEquities
linkedin.com/company/austin-…
Austin Lawrence Gidon retweeted
My colleagues at ALG-Edison Investment Research have published this riveting and informative piece on the declining JSE offshore ownership.
Declining JSE offshore ownership and coverage weighs on market caps | Edison % edisongroup.com/declining-js…
True or false: Companies spend too little time analyzing their shareholder registers and implementing active steps to attract more and the right kind of shareholder. When last has your exco or board held a shareholder strategy meeting? #shareholderstrategy #shareholders
Austin Lawrence Gidon retweeted
#MiningIndaba2020 JUST IN: State looking to create power generation entity 'outside of Eskom' - bit.ly/3b5zLSz
Austin Lawrence Gidon retweeted
Mining companies can generate own power without licenses - Mantashe: bit.ly/390kW1M
Do you see deep value in SA and EM equities? Do you think it could be the result of inefficient markets or are you wrong? Do you think that deeper analysis could make the difference? ALG may have a solution for you. #emergingmarkets #equities #research #analysis
Austin Lawrence Gidon retweeted
Fin24.com | Motsepe's TymeBank partners with Zion Christian Church fin24.com/Companies/Financia…
The #PeterMoyo dispute with #OldMutual remains the key overhang to increased #EmergingMarkets fund manager holdings in OMU. A meaningful re-rating remains predicated on increased (non-LSE) offshore shareholdings. A final resolution should precede an aggressive re-rating.
Are you being heard? 2020 presents challenges for listed companies & analysts with unbundled research putting pressure on the stockbroking model. Whether a company concerned about reach or an analyst looking for challenges, ALG has the solution. #research #analysis #stockbroking