PDSnetSA

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British American Tobacco (BTI) identifies itself as a "leading consumer goods company," a nuanced way of indicating its role as a major global producer and seller of cigarettes and related products. It ranks as the second-largest entity on the Johannesburg Stock Exchange (JSE), trailing only behind Naspers. In recent years, the cigarette industry has faced...

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Anglo American Platinum (AMS), also known as Amplats, stands as the world's second-largest platinum producer, trailing only Sibanye, and it generates a significant portion of the global platinum supply. Owned 77.62% by Anglo American, Amplats has pioneered a shift from deep-level mining to shallower, more mechanized operations in South Africa. Over the past five...

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Sappi (SAP) is a global leader in the manufacturing of paper, dissolving wood pulp (DWP), and paper pulp, supplying products to over 150 countries. DWP, crucial for manufacturing clothing, packaging products, and various other applications, was identified as a future profit generator for Sappi. However, the price of DWP experienced a significant drop until 2021...

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Formerly known as Net1 UEP Technologies, Lesaka is now listed on both the Nasdaq and the Johannesburg Stock Exchange (JSE) under the ticker LSK. The company specializes in offering fintech products across several countries. Its unique selling proposition is the universal electronic payment system (UEPS), which employs biometrically secure smart cards capable of...

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DRDGOLD (DRD), established in 1895, holds the title of the JSE's oldest listed company, with SA Breweries, listed in 1897 and later acquired by Anheuser Busch, following it. DRD operates as a gold surface treatment entity, boasting an all-in sustaining cost of extraction slightly over R627247 per kilogram, which is notably less than the average received gold price...

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Bowler Metcalf (BCF) is a plastics manufacturing company that began in 1972 and listed on the JSE in 1987. The company's products include tube manufacture, printing, injection stretch blow-moulding, foiling and extrusion blow-moulding. This is a company which is clearly badly impacted by loadshedding. In its results for the six months to 31st December 2023 the...

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Vukile (VKE) is a real estate investment trust (REIT) listed on the JSE and the Namibian Stock Exchange. The company holds various types of real estate assets, including direct property ownership, shares in other REITs, properties in the UK, and a growing portfolio of properties in Spain. Approximately 50% of its assets are located in Southern Africa, primarily in...

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RCL is a prominent South African food, sugar product, and chicken producer, with 80.4% ownership held by Remgro. The company boasts a portfolio of well-known South African brands, including 5 Star maize meal, Farmer Brown, and Yum Yum peanut butter. RCL faces competition from imported sugar, chicken, and other food products. It encountered challenges due to the...

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Italtile (ITE) operates as a franchisor in the market of tiles, sanitary ware, flooring, and home finishing products, encompassing manufacturing and wholesale distribution. It is under the control of the Ravazotti family and boasts a network of 206 stores, alongside six online web stores. The company also holds a property portfolio with retail and industrial...

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MultiChoice (MCG) stands as a prominent entertainment company in Africa, recognized as one of the fastest-growing pay-TV broadcast providers globally, boasting 21.1 million subscribers across 50 countries. The subscriber base is divided into 42% (8.9 million) in South Africa and 58% (12.2 million) in the rest of Africa. Originally part of Naspers, MultiChoice was...

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Vodacom (VOD) stands as South Africa's largest provider of airtime and data services for cell phones, operating as a subsidiary of the international telecommunications company Vodafone. Competing with MTN, Cell-C, and Telkom, Vodacom operates in an industry that has faced significant challenges, including a continuous decline in voice revenue, partially offset by...

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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...