PDSnetSA

PDSnetSA

Pan African Resources (PAN) is a re-treatment gold producer listed on both the London Stock Exchange (LSE) and the Johannesburg Stock Exchange (JSE). Thanks to its Elikhulu plant, the company has the capacity to produce approximately 700,000 ounces of gold annually, with a production cost of around R450,564 per kilogram. Considering the current gold price is close...

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Hudaco (HDC) is a prominent importer and supplier of a wide range of automotive, industrial, and consumer products, primarily serving the Southern African market. Its business operations encompass two main areas: (1) the distribution of automotive security, power tools, communication devices, and business supplies to the consumer market, and (2) the supply of...

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Mix Telematics (MIX) specializes in vehicle tracking technology and operates across several countries, including South Africa, Australia, the UK, the US, Brazil, Thailand, and Romania. As a service-oriented company, Mix Telematics enjoys the advantages of low working capital requirements and a significant portion of its income coming from annuity or debit-order...

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Rand Merchant Bank Holdings (RMH) has undergone significant transformations in its corporate structure and portfolio. Initially, RMH was established 41 years ago by GT Ferreira, Laurie Dippenaar, and Paul Harris. It was listed on the JSE in 1992 and later spun off Rand Merchant Investment Holdings in 2011. Over the years, RMH had a substantial stake of 34.1% in...

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Astral Foods (ARL) stands as a prominent poultry producer in South Africa, with a comprehensive range of operations within the poultry industry. Their activities include integrated broiler operations, where they possess the capacity to process approximately 4.4 million broilers each week. Additionally, they operate Ross Poultry Breeders, which supplies breeding...

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Efora Energy (EEL) is an African oil and gas company with a rich history, having been incorporated in 1993 and subsequently listed on the JSE in October 1994. The company operates across a wide spectrum of projects within the oil and gas industry, encompassing activities ranging from oil production to midstream and downstream distribution. Efora Energy conducts...

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Ellies (ELI) is an emerging electronics company specializing in the import and distribution of electrical products, along with providing solar power solutions. However, it has faced a challenging journey since its peak in 2013 when its shares traded at nearly R10 each. Over time, the stock's value has plummeted to a mere 2c. From a technical standpoint, the share...

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Enterprise Outsourcing Holdings (EOH) once held the distinction of being Africa's largest information technology company, involved in a broad spectrum of computer applications. At its peak, the company boasted an employee count of 11,000, a number that has since dwindled to 6,151. Until August 2015, EOH was a favored entity on the JSE, known for its consistent...

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Hyprop (HYP) is a prominent real estate investment trust (REIT) specializing in high-quality shopping malls primarily located in South Africa, with some interests in Eastern Europe and Northern Africa. It boasts ownership of several well-known South African shopping malls, including Rosebank, Canal Walk, Hyde Park, and Clearwater. The company has faced challenges...

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mpala Platinum Holdings (IMP), commonly referred to as Implats, holds the distinction of being the world's third-largest producer of platinum group metals (PGM). Over the past seven years, the company has grappled with challenges stemming from aggressive union actions and legislative uncertainty. The CEO has articulated a strategic focus on the development of a...

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MC Mining, previously known as "Coal of Africa" (MCZ), is a relatively small metallurgical coal-mining company with a single active mine, Uitkomst. In addition to Uitkomst, the company is actively engaged in the development of several projects, including the Makhado project, the Vele colliery, and MbeuYashu. The Makhado project holds a significant position as the...

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Trencor (TRE) possesses a primary asset, which is a 47.78% stake in Textainer, a US-listed company specializing in renting shipping containers, particularly twenty-foot units or TEUs. It's worth noting that Trencor conducted a share buyback program, amounting to R100 million, between October 4, 2018, and December 6, 2018. However, investors have expressed...

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Transaction Capital (TCP) operates through three distinct divisions: minibus taxis, risk services, and a 75% ownership stake in WeBuyCars. One of its key subsidiaries, SA Taxi, specializes in financing, repairing, insuring, and selling minibus taxis in South Africa, effectively dominating the entire value chain associated with this industry. The company went...

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Shoprite (SHP) is the largest grocery retailer and consumer goods company in Africa. Intense price competition has prevented supermarkets from passing on price increases to consumers. The share price was hammered down from a high of R275 in March 2018 to levels around R100 in July 2020 but has since recovered strongly. We expect it to benefit directly from any...

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Pepkor Holdings (Pep) (PPH), previously known as Pep, is 71,01% owned by Steinhoff International. With the collapse of the Steinhoff group following admissions of "accounting irregularities", the directors of Pep decided to change their name back to Pepkor Holdings to avoid negative publicity. The group includes Ackermans, PEP Stores and Bradlows and HiFi...

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The Gemfields Group (GML) (previously Palinghurst Group) is a mining group that has two major projects: (1) Kagem, the world's largest producer of emeralds (in Zambia) and rubies (at Montepuez in Mozambique); (2) Jupiter Mines, a South African producer of manganese. The group is led by Brian Gilbertson, previously the CEO of BHP Billiton. Gilbertson identified...

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An Australian palladium mining company with a secondary listing on the JSE. South PD owns 70% of a South African company called "Miracle upon Miracle" (MUM). In cooperation with the Bengwenyama community the company is engaged in exploration for platinum group metals. The company raised A$19m to explore in the Limpopo bushveld complex where MUM owns the...

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Truworths (TRU) is a clothing, footwear and accessories retailer that operates in Southern Africa and the UK and is listed on the JSE and the Namibian Stock Exchange. It makes 70% of its sales in South Africa on credit - so its credit management strategies are critical. It is in a highly competitive industry where everyone is selling clothes from Woolworths,...