PDSnetSA

PDSnetSA

Cartrack, now operating under the name Karoo (KRO) since its international re-listing on 21st April 2021, is a global player in the vehicle recovery, insurance, telematics, and fleet management industry, with operations across twenty-four countries. Boasting an impressive 92% recovery rate, which it claims to be the industry's best, Karoo demonstrates strong and...

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Cognition Holdings, operating under the ticker CGN, is a conglomerate specializing in a variety of services ranging from agency-based payment systems and fax-to-email services to knowledge creation and management. The company positions itself as a multi-disciplinary entity offering a wide array of services to Fast Moving Consumer Goods (FMCG) companies, media, and...

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Calgro M3 Holdings, a developer of integrated residential properties, rental units, and memorial parks, was established in 1995 and made its debut on the Johannesburg Stock Exchange (JSE) in November 2007. The company specializes in acquiring suitable land for development and either sells or leases the developed residential or memorial park units. Calgro has...

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Insimbi, a diversified group, engages in manufacturing and supplying specialized products to the industrial sector. The company's operations encompass the sourcing, purchasing, packaging, and processing of ferrous and non-ferrous alloys, refractory and foundry materials, as well as plastic blow-moulding and injection moulding. Moreover, Insimbi is involved in...

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Sasol, a global powerhouse in the chemicals and energy sector, traces its origins to the oil-from-coal technology developed during South Africa's apartheid era. Approximately 50% of its profits are directly tied to the oil price, with significant growth ventures including its 50% ownership in the Lake Charles Chemical Project (LCCP) ethane cracker plant in...

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Kumba Iron Ore (KIO), a premier iron mining operation, is predominantly owned (79%) by Anglo American. The company's share price experienced significant volatility, plummeting to R223 in March 2020 due to the COVID-19 pandemic, then recovering to R668 before dropping again after the March 2022 quarterly results. A key aspect of Kumba's operations is that exports...

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Kaap Agri, part of the KAL Group, is an agricultural company predominantly owned by Zeder, which itself is significantly held by PSG. The company operates more than 190 retail outlets, offering a diverse range of products and services primarily to the farming community. Kaap Agri's business is structured into seven divisions: Pakmark, which supplies packaging...

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Impala Platinum Holdings (Implats) ranks as the world's third-largest producer of platinum group metals (PGMs), navigating challenges including aggressive union actions and legislative uncertainties over the past seven years. The company's strategy, as stated by its CEO, focuses on developing a portfolio of long-life, low-cost, shallow, modern, mechanized mining...

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Curro, a leading private education group in South Africa, focuses on establishing and managing schools for children up to matriculation. Following the unbundling of its tertiary division, which became Stadio and was listed separately on the Johannesburg Stock Exchange (JSE) on 3rd October 2017, Curro has capitalized on the declining quality of government education...

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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...