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Glencore (GLN) describes itself as, "...one of the world’s largest global diversified natural resource companies and a major producer and marketer of more than 90 commodities." The group's operations comprise around 150 mining and metallurgical sites, oil production assets, and agricultural facilities. With a strong footprint in both established and emerging...

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Metrofile (MFL) is a company that specializes in records storage and management, image processing, and backup. The company has been listed since 1995 and has a 57.4% Black ownership. The Mineworkers Investment Company owns 38.64% of the business, and Sanlam owns 5%. The company's record management division has 52 facilities at 27 locations with over 100,000...

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Mpact (MPT) is a large producer of paper and plastics packaging in Southern Africa. It recycles paper and cardboard and makes corrugated cardboard containers for a variety of industries, as well as polystyrene trays for the food industry. It has 20 manufacturing operations, with South African sales accounting for 86% of its business. It employs over 5,000 people. ...

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Sibanye (SSW) is a mining house that has been on a rapid acquisition trail, accumulating platinum and gold mines in South Africa and America and now broadening its scope to include base metals and minerals, especially so-called "green" metals. The company is run by Neal Froneman, who is well-known in the mining industry for his toughness, expertise, and...

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Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodaphone. Its competitors are MTN, Cell-C, and Telkom. The cell phone industry has been hammered by a steady decline in voice revenue, which has to some extent been compensated by a sharp rise in data usage. The disadvantage which...

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Trencor's (TRE) primary asset is 47,78% of Textainer, a US-listed renter of shipping containers (Twenty-foot units or TEUs). It should be noted that Trencor spent R100m buying back its own shares between 4-10-18 and 6-12-18. Investors have been unhappy with the fact that Textainer has been underperforming its competitors. For example, Triton had a return on...

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Afrimat (AFT) is an open-pit mining company that supplies composites, construction materials, and other commodities to a range of industries in Southern Africa. Until the end of 2015, Afrimat was one of the best-performing shares on the JSE. The share broke up out of a three-year sideways pattern, which included the COVID-19 crisis. It rose to a peak of R76 on...

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Anglo American Platinum (AMS), or Amplats, is the second-largest platinum-producing company in the world (after Sibanye), producing a large portion of the world's platinum. It is owned 77,62% by Anglo American. Amplats was one of the first platinum mining companies in South Africa to move away from expensive deep-level mining towards shallower, more mechanised...

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The once-massive construction company, Aveng (AEG), which traded at R69 a share in 2008, was reduced to a penny stock. This sad demise was brought about by a number of factors. Among these, the reduction in construction spending following the sub-prime crisis has been critical. The government ceased infrastructure development after the 2010 World Cup, which had...

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Quantum (QFH) is in the chicken business. It has four divisions - Animal Feeds, Eggs and Layers, Broilers, and an African division where it sells related products. Quantum was obviously badly impacted by the drought in Southern Africa, but since that abated and the price of animal feeds came down, it has benefited from the much higher prices of eggs and the...

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British American Tobacco (BTI) describes itself as a "leading consumer goods company" - which is a euphemistic way of saying that they produce and sell an enormous number of cigarettes and related products worldwide. It is also the second-largest company on the JSE after Naspers. In recent decades, cigarette companies have become increasingly oppressed. Their...

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Previously called Enterprise Outsourcing Holdings (EOH), Ioco was Africa's largest information technology company with involvement in almost every aspect of computer applications. At one point, the company had 11,000 staff members, but that has now been reduced to 6,151. It was, until August 2015, the darling of the JSE because it had a long track record of...

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Italtile (ITE) is a franchisor of tiles, sanitary ware, flooring, and home finishing products - which it manufactures and wholesales itself. The company is controlled by the Ravazotti family. It has 206 stores and six online web stores. It also has a property portfolio of retail and industrial properties worth about R4.3bn. The company has acquired 95.47% of...

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Labat (LAB) is a 57% black-owned investment holding company that listed on the JSE in 1999. The company buys and improves subsidiaries and then sells them for a profit. At the moment, Labat has two operations - South African Micro-Electronic Systems (SAMES) and Labat Logistics. On 14th April 2020, the company announced that it had acquired 70% of Biodata, an...

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Impala Platinum Holdings (IMP), or Implats, is the world's third-largest platinum group metals (PGM) producer. It has been suffering over the past seven years from aggressive union action and legislative uncertainty. The CEO says that they are focused "...on developing a portfolio of long-life, low-cost, shallow, modern, mechanised mining assets." This is...

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Brimstone (BRT) is a black-controlled investment holding company with a diverse portfolio of holdings. It owns: 1. 54.2% of Sea Harvest, which is a listed fishing company and has a market capitalisation of just over R4.5bn. 2. 100% of Lion of Africa, a loss-making insurance company, which decided in November 2018 to cease operations and close its doors. ...

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KAP International Holdings (KAP) is a diversified industrial company that produces and markets timber, chemicals (PET and related chemicals), bedding, and car parts. It also has a logistics division. The acquisitions of Safripol and Hosaf were integrated into a polymers business under the Safripol name. The bedding division showed strong growth with new...

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Northam (NPH) is a fully empowered platinum mining company that operates in the Bushveld complex. In the current difficult legislative environment, where the 3rd mining charter is regarded as unfriendly from an investment point of view, Northam is probably the only mining house that is buying up new properties. It has come to an arrangement with Anglo...