1 October we become SureStone CapitalSame team, same ABN. Our website and email addresses move to surestone.com.au.
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James Gerrish of Shaw and Partners highlights Regal Partners' performance (ASX: RPL), noting strong growth in funds under management due to acquisitions. Although some large acquisition attempts like Perpetual and Platinum were unsuccessful, Regal continues to show potential for future growth.
Paladin (ASX: PDN) reaffirms its production guidance despite challenges at Langer Heinrich mine. After overcoming regulatory hurdles, it finalised the acquisition of Fission, enhancing its asset base. James sees upside potential for Paladin, in which he is long-term bullish.
In the gold sector, Evolution Mining (ASX: EVN) impresses with increased production and reduced costs. Conversely, Northern Star (ASX: NST) faces higher costs due to weaker production. James favours Evolution for its operational improvements. Despite its recent struggles, Endeavour’s (ASX: EDV) lack of fit with ESG criteria affects its performance.
