PDSnetSA

PDSnetSA

NuWorld (NWL) is an importer and exporter of a range of Consumer goods, especially, consumer electronics, appliances, and consumer durables. Its product range includes agencies for Telefunken and JVC as well as a range of vacuum cleaners, fans, large and small appliances, cell phones, heaters, and liquor. The share has been listed on the JSE since 1987 and has...

PDSnetSA

Oasis (OAS) is a property company that manages various properties applying the principles of Islamic finance. It also manages institutional investments and retirement portfolios for governments, parastatals, collective investment schemes and private individuals. It has a number of wholly owned subsidiaries that engage in insurance, fund management and property...

PDSnetSA

Primary Healthcare Properties is a real estate investment trust (REIT) which owns a portfolio of 513 healthcare properties in the UK worth GBP2,8bn. The company says it is, "Low risk, long term, non-cyclical market with development opportunities on-site and in immediate pipeline, with further emerging in the UK, opportunities in Ireland, priced attractively,...

PDSnetSA

RECM and Calibre (RACP) is an investment holding company which has listed its preference shares on the JSE since June 2010. The company is controlled by Theunis de Bruyn, Piet Viljoen and Jan van Niekerk through the unlisted ordinary shares held by them. Coronation owns 7,3% of the preference shares. Roughly 66% of RACP's assets are in a Bingo company called...

PDSnetSA

Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international supply chain activities. Through a virtual client-centric information system the company facilitates inventory management to provide far more than simple tracking and tracing services. The company has...

PDSnetSA

Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin Rossi. Both of these men have a very good understanding of property in the Cape area. At listing in November 2016, the company had a portfolio worth R1,5bn and that has grown to 32 properties worth about...

PDSnetSA

Kumba (KIO) is a highly successful iron mining operation which is owned (79%) and controlled by Anglo American. The share price fell to as little as R223 in March 2020 because of COVID-19 but has recovered to R668 before falling on the March 2022 quarterly results. Importantly, exports make up 94% of the company's total sales - which means that it is not heavily...

PDSnetSA

ISA Holdings (ISA) is a small Alt-X listed IT company offering network, internet, and information security in sub-Saharan Africa. The company claims to employ some of the leading IT security specialists and to have the tools and experience to offer effective information security solutions. In its results for the year to 28th February 2023 the company reported...

PDSnetSA

Famous Brands (FBR) is Africa's largest branded fast-food retail franchisor with seventeen brands and 2898 restaurants. It has 2522 restaurants in South Africa, 65 in the UK and 311 in the rest of Africa and the Middle East. The company owns well-known South African brands like Wimpy, Debonairs Pizza and Steers. For the last two years, even before COVID-19, the...

PDSnetSA

With Anglo American (AGL), the risk normally associated with commodity stocks is mitigated in two ways. Firstly, the company has diversity of different minerals which reduces the impact of any one mineral entering a bear trend. Secondly, the traditional mechanism to avoid risk is to have a very strong balance sheet with plenty of headroom. That way, if things turn...

PDSnetSA

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...

PDSnetSA

Textainer (TXT) is one of the world's largest lessors of containers with 3,5m twenty-foot-equivalent units (TEU) in its fleet. It is listed on the New York Stock exchange and on the JSE. The company supplies dry freight, specialised and refrigerated containers to 250 customers all over the world and sells more than 140 000 units each year. The company has 14...

PDSnetSA

South 32 (S32) was spun out of BHP Billiton in 2015 and contained all of BHP's South African coal assets. It is, in its own right, a diversified miner of base metals and minerals such as zinc, coal, aluminium, silver, lead, nickel and manganese. It operates in South Africa, South America and Australia. The company has separated out its coal assets in South Africa...

PDSnetSA

Reinet (RNI) is an investment holding company whose main asset is a holding of roughly 2,12% of British American Tobacco (BAT) worth about $1,8bn which now accounts for 31% of its net asset value (NAV) - down from 85% ten years ago. This decline from a year ago is because the price of BAT shares has fallen. Most of this reflects the more difficult legal...

PDSnetSA

Datatec (DTC) is an international IT and telecommunications company operating in more than fifty countries. It operates in the United States, South America, Europe, Africa, the Middle East, and Asia. Its business is divided into three main divisions - technology distribution through Westcon International, integration and managed services through Logicalis, and...

PDSnetSA

Sasol (SOL) is a massive international chemicals and energy company which has its roots in the oil-from-coal technology developed during the apartheid era in South Africa. About 50% of the company's profits are directly linked to the oil price. It has two main growth areas - its 50% stake in an ethane cracker plant in Louisiana, America, known as "Lake Charles...

PDSnetSA

Santova (SNV) is an international logistics company with 19 offices in 7 countries. The company designs, implements, coordinates, controls and monitors international supply chain activities. Through a virtual client-centric information system the company facilitates inventory management to provide far more than simple tracking and tracing services. The company has...

PDSnetSA

This is a ferrochrome operation controlled by Glencore which operates mines, furnaces and smelters in Mpumalanga and Limpopo. The Glencore-Merafe joint venture can produce up to 2,3m tons of ferrochrome per annum. Merafe gets 20,5% of the proceeds and the balance goes to Glencore. The problem is electricity supply, because smelters require huge amounts of current....