Page 196 - SHB 2020 Issue 1

JSE – NOR Profile’s Stock Exchange Handbook: 2020 – Issue 1

Northam Platinum Ltd. Novus Holdings Ltd.
NOR NOV
ISIN: ZAE000030912 SHORT: NORTHAM CODE: NHM ISIN: ZAE000202149 SHORT: NOVUS CODE: NVS
REG NO: 1977/003282/06 FOUNDED: 1977 LISTED: 1987 REG NO: 2008/011165/06 FOUNDED: 2000 LISTED: 2015
NATURE OF BUSINESS: Northam is an independent, fully empowered, NATURE OF BUSINESS: Operational expansion and diversification
mid-tier, integrated PGM producer with two primary operating assets, the established Novus as a market leader in the print industry. Investment in
Zondereinde and Booysendal mines in the South African Bushveld cutting-edge technology has taken us further. Today, Novus’ reputation
Complex. The Zondereinde lease area is also the location for Northam’s for the highest quality and personalised service transcends borders and
metallurgical operations, which include concentrators, a smelter and base industries.
metals recovery plant. At 30 June 2018, Northam held a combined resource SECTOR: Ind—Ind Goods&Srvcs—Support Srvcs—Bus Support Srvcs
base of 238.5 million ounces (Moz) 4E and 28.5Moz 4E was in the reserve NUMBER OF EMPLOYEES: 2 364
category. DIRECTORS: Alwar K (alt), Botha C G (ind ne), Mack D J (ind ne),
SECTOR: Basic Materials—Basic Resrcs—Mining—Plat&Prcs Metals Mkhondo N (ne), Mtanga L (ind ne), Zungu S D M (ind ne), Mnganga Dr
NUMBER OF EMPLOYEES: 13 258 P (Chair, ind ne), Birch N W (CEO), Todd H (CFO)
DIRECTORS: Brown D H (ind ne), Chabedi C K (ind ne), MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2019
Havenstein R (ld ind ne), Hickey H H (ind ne), Jekwa Dr N Y (ind ne), Media24 Ltd. 17.48%
Jonas M H (ind ne), Kgosi T E (ind ne), Mvusi T I (ind ne), Prudential Investment Managers (SA) (Pty) Ltd. 11.99%
Nel Mr J (ind ne), Smithies J G (ind ne, UK), Mosehla K B (Chair, ne), Investec Asset Management 9.68%
Dunne P A (CEO, UK), Coetzee A H (CFO) POSTAL ADDRESS: PO Box 37014, Chempet, 7442
MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2018 MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=NVS
Zambezi Platinum (RF) Ltd. 31.37% COMPANY SECRETARY: Melonie Brink
Coronation Asset Management (Pty) Ltd. 29.66% TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd.
Public Investment Corporation 10.42%
POSTAL ADDRESS: PO Box 412694, Craighall, 2024 SPONSOR: Investec Bank Ltd.
AUDITORS: PwC Inc.
MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=NHM
COMPANY SECRETARY: Patricia Beale CAPITAL STRUCTURE AUTHORISED ISSUED
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. NVS Ords no par value 3 000 000 000 346 656 348
SPONSOR: One Capital DISTRIBUTIONS [ZARc]
AUDITORS: Ernst & Young Ords no par value Ldt Pay Amt
CAPITAL STRUCTURE AUTHORISED ISSUED Final No 5 10 Sep 19 16 Sep 19 30.00
NHM Ords no par value 2 000 000 000 509 781 212 Final No 4 4 Sep 18 10 Sep 18 52.00
DISTRIBUTIONS [ZARc] LIQUIDITY: Jan20 Ave 1m shares p.w., R5.4m(19.4% p.a.)
Ords no par value Ldt Pay Amt SUPS 40 Week MA NOVUS
Interim No 26 15 Mar 12 26 Mar 12 5.00
Final No 25 9 Sep 11 19 Sep 11 10.00 1781
LIQUIDITY: Jan20 Ave 7m shares p.w., R536.7m(67.7% p.a.) 1469
PLAT 40 Week MA NORTHAM
1156
12751
843
10452
531
8153
218
2015 | 2016 | 2017 | 2018 | 2019
5853
FINANCIAL STATISTICS
3554 (R million) Sep 19 Mar 19 Mar 18 Mar 17 Mar 16
Interim Final Final Final Final
1255 Turnover 2 227 43 318 4 308 4 312 4 175
2015 | 2016 | 2017 | 2018 | 2019
Op Inc 128 277 142 394 649
FINANCIAL STATISTICS NetIntPd(Rcvd) 28 39 40 32 10
(R million) Jun 19 Jun 18 Jun 17 Jun 16 Jun 15
Final Final(rst) Final Final Final Minority Int - - 1 - - 3
Wrk Revenue 10 650 7 552 6 865 6 097 6 036 Att Inc 71 172 70 257 446
Wrk Pft 2 410 823 614 383 596 TotCompIncLoss 69 180 68 256 453
NetIntPd(Rcd) 1 489 1 175 1 089 958 246 Fixed Ass 1 842 1 858 1 919 2 103 2 237
Minority Int - - - - 2 Inv & Loans - - 7 3 2
Att Inc 60 - 705 - 636 - 508 - 1 036 Tot Curr Ass 1 704 1 539 1 520 1 243 1 269
TotCompIncLoss 71 - 705 - 636 - 488 - 1 038 Ord SH Int 2 641 2 671 2 787 2 883 2 823
Ord SH Int 7 457 7 387 8 092 8 728 9 216 Minority Int 2 3 4 - -
LT Liab 981 901 643 633 297 LT Liab 398 340 374 371 360
Cap Employed 24 328 20 219 18 022 17 800 16 527 Tot Curr Liab 826 706 609 346 514
Mining Ass 21 279 18 705 14 707 13 519 12 712 PER SHARE STATISTICS (cents per share)
Inv & Loans 179 180 - - - HEPS-C (ZARc) 29.38 60.40 102.88 110.81 139.94
Tot Curr Ass 5 340 4 715 4 153 4 868 5 784 DPS (ZARc) - 30.00 52.00 56.00 70.00
Tot Curr Liab 2 617 3 605 1 614 1 178 2 624 NAV PS (ZARc) 761.95 878.44 872.20 902.17 883.32
3 Yr Beta - 0.10 0.24 0.34 - -
PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) 15.80 - 200.50 - 181.90 - 140.90 - 202.90 Price High 495 590 870 1 275 1 870
NAV (ZARc) 1 462.75 1 449.00 1 587.40 1 712.10 1 808.00 Price Low 274 314 337 652 901
3 Yr Beta 1.64 1.82 2.00 1.67 1.94 Price Prd End 283 421 458 855 1 150
Price Prd End 5 900 3 668 4 045 4 300 4 026 RATIOS
Ret on SH Fnd 5.36 6.37 2.55 8.91 15.88
Price High 6 902 6 020 6 035 5 080 5 200
Price Low 3 262 3 165 3 593 1 610 3 096 Oper Pft Mgn 5.73 0.64 3.29 9.13 15.54
RATIOS D:E 0.26 0.19 0.15 0.14 0.13
Ret on SH fund 0.33 - 4.19 - 3.88 - 3.15 - 6.58 Current Ratio 2.06 2.18 2.50 3.59 2.47
Ret on Tot Ass 2.63 - 1.93 - 1.83 - 1.33 - 4.53 Div Cover - 1.88 0.42 1.44 1.99
Yield (g/ton) - - - 4.90 4.90
Prce Recd R/kg - - - - 409 025 Nutritional Holdings Ltd.
WrkCost(R/kg) - - - - 408 599 NUT
ISIN: ZAE000156485 SHORT: NU TRI TION CODE: NUT
REG NO: 2004/002282/06 FOUNDED: 2004 LISTED: 2006
NATURE OF BUSINESS: Nutritional Holdings operates in a competitive
industry with its revenues being well diversified by product mix,
geography as well as urban and rural spread. The majority of the Group’s
brands are well recognized in the mass market segment which caters for
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