GTC, or Globe Trade Centre, is a significant player in the real estate market of Central and Eastern Europe, managing a substantial portfolio of properties across several key cities including Warsaw, Bucharest, Budapest, Belgrade, Sofia, and Zagreb. The company's operations encompass forty-seven office buildings and six retail properties, combining for a gross...
Copper 360 is a company primarily focused on two aspects: processing historical mined copper rock dumps and mining surface and shallow copper resources. This dual focus not only targets copper production but also aims at environmental cleanup, which is increasingly significant in today’s mining industry. The company has leveraged an extensive database acquired...
Sasol, a prominent international chemicals and energy company based in South Africa, has its origins in the oil-from-coal technology developed during the apartheid era. The company is significantly influenced by fluctuations in the oil market, with about 50% of its profits directly linked to oil prices. Sasol's major growth initiatives include its 50% stake in the...
Oando (OAO) is a Nigerian oil and gas company that operates both within Nigeria and internationally, with listings on the Johannesburg Stock Exchange (JSE) and the Nigerian Stock Exchange. The company’s shares embody high risk for several reasons, primary among them being its exposure to the volatile oil market and the political instability in...
Kumba Iron Ore (KIO) is a leading iron ore mining operation, primarily owned (79%) and controlled by Anglo American. The company's performance has been significantly influenced by global market dynamics and local operational challenges. The share price experienced a dramatic drop to R223 in March 2020 due to the COVID-19 pandemic but managed a robust recovery to...
Capitec Bank (CPI) stands as a formidable presence in the South African banking sector, having significantly disrupted the market since its inception by PSG. Known for its customer-centric model, Capitec has successfully attracted a vast client base, primarily serving the previously unbanked segments of the population. This approach has enabled it to become the...
Anglo American Platinum (Amplats or AMS) stands as the second-largest platinum producer globally, under the majority ownership (77.62%) of Anglo American. In recent years, Amplats has strategically shifted from deep-level mining to more economical and mechanized methods, significantly reducing its operational footprint from 18 mines to 7. This transition has...
South32 (S32) is a major player in the global mining sector, initially spun off from BHP Billiton in 2015 to manage BHP's South African coal assets. Today, it stands as a diversified miner involved in the extraction of base metals and minerals like zinc, coal, aluminium, silver, lead, nickel, and manganese, with operations extending across South Africa, South...
Orion Minerals (ORN) is an Australian-based exploration company, also listed on the Johannesburg Stock Exchange and the Australian Stock Exchange in Sydney. It focuses on the development of its copper and zinc assets in Prieska, South Africa. This mine, formerly operated by Anglovaal, ceased operations in 1990 after two decades of extracting significant quantities...
The Glencore-Merafe joint venture, a significant player in the ferrochrome industry, operates mines, furnaces, and smelters predominantly in Mpumalanga and Limpopo, South Africa. This joint venture is one of the largest ferrochrome producers globally, with the capacity to produce up to 2.3 million tons of ferrochrome annually. Merafe Resources, as part of this...
Ellies (ELI) is a South African electronics company that specializes in importing and distributing electrical products and supplying solar power solutions. Despite its early successes, Ellies has faced significant financial difficulties in recent years, highlighted by a dramatic decline in its share price from nearly R10 in 2013 to just 2 cents recently. Ellies...
Cashbuild is the leading retailer in Southern Africa for building materials and hardware, primarily focusing on the home improvement market. The company's growth strategy in the region, characterized by slow economic activity, primarily revolves around expanding its store footprint. This expansion is viewed as a positioning strategy to capitalize on any potential...
Jubilee Metals Group (JBL) is a distinguished player in the metals recovery industry, primarily focused on the reprocessing of mine waste and surface materials. The company is listed on the London AIM market and the Johannesburg Stock Exchange's Alt-X. Its geographical footprint spans across South Africa, the UK, Madagascar, Australia, and includes a joint venture...
BHP Group, headquartered in Melbourne, Australia, stands as one of the largest and most diversified global commodities companies. With operations primarily in the Americas and Australia, BHP employs around 62,000 people and engages in the production of essential commodities such as copper, iron ore, coal, oil, and gas. Among its notable assets, BHP holds a 57.5%...
Oceana Group, Southern Africa’s largest fishing business, holds a prominent position in the industry with a significant presence not only locally but also in the United States through its subsidiary, Daybrook Fishing. The company's broad product range includes canned fish, fish meal, fish oil, hake, mackerel, lobster, and squid. Oceana is dual-listed on the...
Orion Minerals (ORN) is an Australian-based exploration company dual-listed on the Johannesburg Stock Exchange (JSE) since September 2017 and the Australian Stock Exchange in Sydney. The company focuses on revitalizing the Prieska copper and zinc mine, which was previously operated by Anglovaal and ceased operations in 1990 after two decades of active mining,...
Insimbi Group is engaged in the manufacturing and supply of specialist products within the industrial sector. Their operations encompass sourcing, buying, packaging, processing, and recycling of ferrous and non-ferrous alloys, refractory and foundry materials, as well as plastic blow-moulding and injection moulding. The group also offers technical support to users...
Afrimat, an open-pit mining company based in Southern Africa, has developed a robust reputation for its diverse supply of composites, construction materials, and other commodities to various industries. Historically one of the best performing shares on the Johannesburg Stock Exchange (JSE) until the end of 2015, Afrimat has navigated through periods of economic...