WeBuyCars was separately listed on the JSE on 11th April 2024, following its unbundling from Transaction Capital (TCP) to raise capital and shield it from TCP's challenges in the taxi division. The company has 417.2 million shares in issue, which began trading at around R20 per share, giving it a market capitalisation of just over R8.5 billion. The free float is...
Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...
Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...
Previously operating under the name RECM Calibre, Goldrush is engaged in Bingo, Limited Payout Machines (LPM), and Retail Sports Betting. The company has shown improved financial performance and operational growth, particularly in its gaming operations. In its results for the six months ending 30th September 2024, the company reported a 25.9% increase in net...
Rand Merchant Bank Holdings (RMH) is a company that transitioned from owning a 34.1% stake in FirstRand to focusing primarily on property investments since 2016. Established 41 years ago by GT Ferriera, Laurie Dippenaar, and Paul Harris, RMH listed on the JSE in 1992 and later spun off Rand Merchant Investment Holdings in 2011. RMH Property's portfolio includes...
Trematon (TMT) is an investment holding company with subsidiaries, joint ventures, and associate companies, primarily focused in the Western Cape. The company initially concentrated on property investments but has since diversified beyond this sector. One of its notable assets is Club Mykonos. In its financial results for the six months ending 29th February...
Barloworld (BAW) is an international supplier of heavy earth-moving equipment and vehicles to the mining, agriculture, infrastructure, power, automotive, and logistics sectors. Its well-known brands include Caterpillar, Avis, Massey-Ferguson, and Challenger. The company operates in 24 countries, focusing on Southern Africa, Russia, and other emerging markets. This...
Lewis (LEW) is a retailer specializing in furniture and electrical appliances, operating through 840 stores under the Lewis, Beares, Best Home, Bedzone, and United Furniture Outlets (UFO) brands. Of these, 138 stores are located in neighboring countries. The company conducts 59.9% of its business on credit, offering customers credit insurance and other financial...
Jubilee Metals Group (JBL) is a diversified metals recovery company focused on reprocessing mine waste and surface materials. The company is listed on both the London AIM market and the JSE's Alt-X. Its operations span South Africa, the UK, Madagascar, and Australia, with a significant joint venture in Zambia aimed at producing lead, zinc, and vanadium. The...
Grindrod (GND) is an international freight and financial services company operating across 28 countries. In mid-2018, Grindrod unbundled its loss-making shipping division, Grinship (GSH), resulting in a noticeable drop in its share price at that time. The company now focuses on its two main divisions: freight and financial services. The freight division is...
Dipula is a real estate investment trust (REIT) with a diversified portfolio, predominantly made up of retail, office, and industrial properties valued at approximately R9 billion. The majority of its properties are located in Gauteng, but it also has holdings across other South African provinces. The company has a selective investment strategy in residential...
Dipula is a real estate investment trust (REIT) with a diversified portfolio, predominantly made up of retail, office, and industrial properties valued at approximately R9 billion. The majority of its properties are located in Gauteng, but it also has holdings across other South African provinces. The company has a selective investment strategy in residential...
Emira Property (EMI) is a real estate investment trust with significant exposure to the South African property market, particularly in office spaces, although it has been diversifying to reduce its dependence on this segment. It owns the Knightsbridge office park in Bryanston and has been under the leadership of CEO Geoff Jennett, who has steadily improved the...
Ethos Capital Partners (EPE) is a private equity fund that focuses on long-term capital appreciation by investing in unlisted companies, primarily in South Africa and across Africa. Incorporated in Mauritius, EPE's investment strategy targets growth sectors, with holdings in companies such as Tymebank, Ster Kinekor, and Brait. Like many investment holding...
Southern Sun Hotels, previously known as Tsogo Sun Hotels, is a business focused on gaming, hotels, and entertainment. The company underwent a strategic split, separating its gaming and hotel divisions to unlock shareholder value and enable a more concentrated approach in each area. The company has seen benefits from its investments in limited payout machines...
Universal Partners (UPL) is an investment holding company with listings in Mauritius and on the Alt-X of the JSE. Since its inception in 2013, the company has diversified its portfolio with five strategic investments: 1. Dentex Healthcare Group: This investment focuses on dental care, with ownership of 56 dental practices in the UK. 2. Yasa: Initially a...
Harmony (HAR) was historically South Africa's most marginal gold miner, but its acquisition of the Mponeng gold mine has significantly strengthened its position. Mponeng is the deepest mine in the world, bringing with it the challenges of ultra-deep-level mining. The development of this mine and its associated processing plant is projected to cost around US$2.8...
Life Healthcare (LHC) is the second-largest JSE-listed healthcare company, operating private hospitals, same-day clinics, and healthcare services in South Africa, the UK (through Alliance Medical), and Western Europe. The outgoing CEO, Shrey Viranna, highlighted the group's strategic shift towards day-clinics and non-acute services, along with a focus on self-pay...