Vodacom, as South Africa's largest provider of airtime and data for cell phones, plays a crucial role in the telecom sector. It operates as a subsidiary of the international conglomerate Vodafone, facing competition from MTN, Cell-C, and Telkom. The industry has seen a significant shift with a decline in voice revenue, although this has been somewhat offset by a...
Stor-Age (SSS) stands out as the only real estate investment trust (REIT) on the Johannesburg Stock Exchange (JSE) that specializes in the acquisition and operation of domestic storage facilities across major South African cities and the United Kingdom. Currently, the company's operations are distributed with approximately 60% in South Africa and 40% in the UK....
Raubex is a well-established construction company that started operations in 1974 and went public on the Johannesburg Stock Exchange in 2007. The company operates across three main divisions: construction, materials, and infrastructure. Recently, Raubex has diversified its portfolio in response to the reduction in road-building work, particularly from Sanral,...
Calgro M3 Holdings (CGR) is a South African developer known for creating large-scale integrated residential properties, rental units, and memorial parks. Since its inception in 1995 and subsequent listing on the Johannesburg Stock Exchange in November 2007, Calgro has specialized in acquiring land, planning developments, and either selling or renting the resultant...
Anglo American (AGL) is a globally diversified mining company that has effectively mitigated the typical risks associated with commodity stocks through strategic diversity in its mineral portfolio and maintaining a robust balance sheet. This diversification helps cushion the impact should any single mineral enter a bear trend, while a strong balance sheet provides...
Trematon (TMT) is an investment holding company based primarily in the Western Cape, with a diverse portfolio that includes subsidiaries, joint ventures, and associate companies. The firm initially focused largely on property investments but has since broadened its scope to include various sectors, including both listed and unlisted shares. Among its notable...
Sibanye (SSW) is a dynamic mining house on an aggressive acquisition spree, accumulating assets in the platinum and gold sectors both in South Africa and the United States, and now expanding into base metals and so-called "green" metals crucial for modern technologies like electric vehicle batteries. Led by Neal Froneman, a respected figure in the mining industry...
DRDGOLD (DRD) holds the distinction of being the Johannesburg Stock Exchange's (JSE) oldest listed company since 1895. It was followed by SA Breweries, listed in 1897, which has since been acquired by Anheuser Busch. Today, DRDGOLD focuses on gold surface treatment operations with an all-in sustaining cost (AISC) of extraction at approximately R627,247 per...
AngloGold Ashanti (ANG) is an international gold producer, once with significant operations in South Africa, including the now-sold Mponeng mine. The company still maintains assets across several countries including the DRC, Tanzania, Ghana, Mali, and the US. It encountered substantial issues in initiating production at the Obuasi mine and faced disputes with the...
Powerfleet merged with Mix Telematics (MIX), a company specializing in vehicle tracking technology and the Internet of Things (IOT). It operates in various countries including South Africa, Australia, the UK, the US, Brazil, Thailand, and Romania. Being a service company, it boasts very low working capital and receives a significant portion of its income as...
Nampak (NPK) is Africa's largest packaging company, operating primarily in South Africa and ten other African countries. While 60% of its turnover originates in South Africa, the country contributes only 36% of its trading profit. The rest of Africa accounts for 59% of trading profit and 31% of turnover. Nampak also has a smaller presence in the UK and Ireland....
Lesaka (previously known as Net1 UEP Technologies), listed on the Nasdaq and JSE (LSK), is a fintech company offering payment solutions across multiple countries. Their Universal Electronic Payment System (UEPS) provides biometrically secure smart cards that facilitate real-time, offline transactions, enabling users to transact at any moment. In the third quarter...
Pan African Resources (PAN) is a gold producer listed on both the London and Johannesburg Stock Exchanges. With its Elikhulu plant, it is set to produce approximately 700,000 ounces of gold annually at a cost of roughly R450,564 per kilogram, against a current gold price near R1 million. Over its lifespan, the plant is projected to generate around R15 billion in...
Rhodes (RFG) is a Western Cape manufacturer of convenience foods, started by Cecil John Rhodes in 1896. It has several well-known South African brands like Bisto, Bull Brand, and Hinds. It operates 15 manufacturing plants in South Africa and a fruit processing plant in Swaziland. In its results for the year to 1st October 2023, the company reported revenue up...
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and industrial sectors." It includes Austro, which distributes wood-working equipment and tooling. Finally, it includes New Way Power, which manufactures, installs, and maintains diesel generators. Its fleet...
Sappi (SAP) is an international manufacturer specializing in paper, dissolving wood pulp (DWP), and paper pulp. The company supplies products to over 150 countries. DWP, a primary component used for clothing and packaging products, is crucial to Sappi's future profitability, although its price fluctuated sharply until demand from China surged in 2021. Civil unrest...
Santova (SNV) is an international logistics company with a presence across seven countries. The firm specializes in designing and managing global supply chain activities using a client-centric information system. This technology provides enhanced inventory management and more than just tracking and tracing services. Santova has offices in Southeast Asia (Thailand,...
Renergen (REN) brands itself as an "integrated alternative energy business" focused on renewable energy projects in Africa. Listed on the JSE in June 2015, the company has incurred consistent losses, contributing to its declining share price. Investing in liquefied natural gas (LNG) and helium, Renergen accessed additional funding through a R125 million rights...