PDSnetSA

PDSnetSA

Adcorp (ADR) is an employment company with subsidiaries operating in South Africa and Australia. Managerially, efforts have been made in (1) defining and focusing on the core business (2) reducing costs (3) strengthening the brand and (4) transforming the culture. In its results for the year to 28th February 2023 the company reported revenue up 6,5% and headline...

PDSnetSA

Calgro (CGR) is a developer of large-scale integrated properties, rental units and memorials. It was established in 1995 and listed on the JSE in November 2007. It acquires suitable land and then plans a development and sells off or rents the residential or memorial park units. The company has negotiated further funding of FWB:25M to fund new development...

PDSnetSA

Cashbuild (CSB) is the largest retailer in Southern Africa of building materials and related hardware, concentrating on the home improvements market. In the currently depressed economies of Southern Africa, most of the company's growth comes from opening new stores. Clearly, this is a share which is positioning itself for survival and to benefit from any general...

PDSnetSA

Insimbi (ISB) is a group which manufactures and supplies specialist products to the industrial sector. They source, buy, package and process ferrous and non-ferrous alloys, refractory and foundry materials, plastic blow-moulding and injection moulding. They recycle metal alloys and they provide technical support to users of their products. In its results for the...

PDSnetSA

Raubex (RBX) is a construction company that was started in 1974 and listed on the JSE in 2007. The company has three divisions in construction, materials, and infrastructure. Recently, with the dearth of work in road-building, especially from Sanral (who have halved the value of the tenders which they issue), the company has branched out into solar and wind energy...

PDSnetSA

Sasfin (SFN) is a banking group that specialises in various types of finance for small businesses and high net-worth individuals. It was listed on the JSE in 1987. The company has been investing heavily into its digital platforms and into acquisitions. The share was in a strong downward trend and we advised investors to wait until there was a measurable turn in...

PDSnetSA

Kore (KP2) is a potash mining company which owns 97% of Sintoukola Potash which has the Kola and Dougou (DX) mining leases in the Congo. Kola has a resource of 508m tons and Dougou has a resource of 1,1 billion tons of lower grade material. On 29th January 2019, the company announced the completion of a definitive feasibility study (DFS) done by a consortium of...

PDSnetSA

Cartrack was folded into a new international listing under the name Karoo (KRO) on 21st April 2021. It operates a vehicle recovery, insurance, telematics, and fleet management company operating in twenty-four countries around the world. It has a 92% recovery rate, which it claims is the best in the industry. It has very rapid organic growth, having grown its...

PDSnetSA

Combined Motor Holdings (CMH) runs car dealerships in Nissan, Volvo, Toyota, Opel, Subaru, Lexus, Mazda, Isuzu and Ford - selling both new and used vehicles. The motor industry is especially affected by the state of the economy because consumers can usually keep their vehicles on the road for longer in recessionary times. The company is planning to cut its car...

PDSnetSA

This share is extremely thinly traded companies listed on the JSE - which makes then completely impractical for private investors in their current form. RTO was established in 1937 and has been listed on the JSE since 1945. It manufactures and markets clothing and accessories through a nation-wide chain of Queenspark and J. Crew stores. It also owns a portfolio of...

PDSnetSA

This is the holding company of listed company Rex Trueform (RTO) which is also listed on the JSE. Both this share and Rex Trueform (RTO) are extremely thinly traded companies listed on the JSE - which makes then completely impractical for private investors in their current form. RTO was established in 1937 and has been listed on the JSE since 1945. It manufactures...

PDSnetSA

Jubilee Metals Group (JBL) is a diversified metals recovery company which re-processes mine waste and surface materials. It is listed both on the London AIM market and on the JSE's Alt-X. It has operations in South Africa, the UK, Madagascar, and Australia - and it is involved in a joint venture in Zambia to produce lead, zinc and vanadium. The company primarily...

PDSnetSA

PSG Fin (previously PSG Konsult) is a well-established financial services group which grew out of PSG's stockbroking business and which now offers a wide range of financial services including financial planning, unit trusts, healthcare, short-term insurance and estate planning. PSG still holds 60% of the company. In its results for the six months to 31st August...

PDSnetSA

PSG Konsult (KST) is a well-established financial services group which grew out of PSG's stockbroking business and which now offers a wide range of financial services including financial planning, unit trusts, healthcare, short-term insurance and estate planning. PSG still holds 60% of the company. In its results for the year to 28th February 2023 the company...

PDSnetSA

This share is extremely thinly traded companies listed on the JSE - which makes then completely impractical for private investors in their current form. RTO was established in 1937 and has been listed on the JSE since 1945. It manufactures and markets clothing and accessories through a nation-wide chain of Queenspark and J. Crew stores. It also owns a portfolio of...

PDSnetSA

Mix Telematics (MIX) is a company which specialises in vehicle tracking technology and has operations in South Africa, Australia, the UK, the US, Brazil, Thailand, and Romania. It is a service company which means it has very low working capital and receives a high proportion of its income as annuity or debit-order income. This means it is the best kind of company...

PDSnetSA

Equites (EQU) is the only real estate investment trust (REIT) on the JSE which specialises in industrial logistics and distribution properties in South Africa and the UK. It has about R12bn worth of assets in South Africa and R7,4bn worth in the UK. Its most recent acquisition of a 100 000 square meter logistics property in Germiston was expensive, but it has an...

PDSnetSA

Sirius (SRE) is a real estate investment trust (REIT), listed on the JSE and the London Stock Exchange (LSE), which specialises in office, manufacturing, and warehousing properties in Germany. The company owns 141 assets with a book value of about 2bn euros. Obviously, this is a well-managed and growing rand-hedge which was benefiting directly from the recovery of...