Page 207 - SHB 2020 Issue 1
P. 207

Profile’s Stock Exchange Handbook: 2020 – Issue 1                        JSE – PIO
                                                  SECTOR: Ind—Constn&Matrls—Constn&Matrls—Build Matrls&Fixtrs
              Pioneer Food Group Ltd.             NUMBER OF EMPLOYEES: 3 614
        PIO                                       DIRECTORS: Ball A C (ind ne), Claassen J T, Gobodo N (ind ne), Gumbi
       ISIN: ZAE000118279  SHORT: PNR FOODS  CODE: PFG  Adv M F (ind ne), Mkhondo N (ind ne), Moyo T (ind ne), Naude C H (ind
       REG NO: 1996/017676/06 FOUNDED: 1996  LISTED: 2008  ne), Thompson M R (ind ne), Moleketi P J (Chair, ind ne),
       NATURE OF BUSINESS: Pioneer Foods is one of the largest South African  van Wijnen R (CEO), van Dijk R (Acting CFO)
        producers and distributors of a range of branded food and  beverage  MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2019
        products. The Group operates mainly across South Africa, providing  Government Employees Pension Fund  23.66%
        wholesale, retail and informal trade customers with products of a  Lazard Asset Management  5.84%
        consistently high standard.                 Prudential Investment Managers    5.58%
       SECTOR: Consumer—Food&Bev—Food Producers—Food  POSTAL ADDRESS: PO Box 787416, Sandton, 2146
       NUMBER OF EMPLOYEES: 9 655                 MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=PPC
       DIRECTORS: Botha C G (ind ne), Celliers N (ne),  COMPANY SECRETARY: Kristell Holtzhausen
        Karaan Prof A S M (ne), Mjoli-Mncube N S (ind ne), Mouton P J (ne),  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
        Mthimunye L E (ind ne), Ntsaluba S S (ind ne), Sangqu A H (ind ne),
        Thomson N W (ld ind ne), Combi Z L (Chair, ind ne), Carstens T A  SPONSOR: Merrill Lynch SA (Pty) Ltd.
        (CEO), Lamprecht C (Acting CFO), Lombard F (CFO)  AUDITORS: Deloitte & Touche
       MAJOR ORDINARY SHAREHOLDERS as at 16 Aug 2019  CAPITAL STRUCTURE  AUTHORISED  ISSUED
         Zeder Investments Ltd.           25.00%  PPC  Ords no par value  10 000 000 000  1 593 114 301
         GEPF                              7.90%
         The Good Carb Food Company Ltd.   7.70%  DISTRIBUTIONS [ZARc]
       POSTAL ADDRESS: Glacier Place, 1 Sportica Crescent, Tyger Valley, 7530  Ords no par value  Ldt  Pay  Amt
       MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=PFG  Final No  224  31 Dec 15  11 Jan 16  33.00
       COMPANY SECRETARY: Jay-Ann Jacobs          Interim No  223    5 Jun 15  15 Jun 15  24.00
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  LIQUIDITY: Jan20 Ave 12m shares p.w., R58.6m(38.2% p.a.)
       SPONSOR: PSG Capital (Pty) Ltd.                    CONM       40 Week MA    PPC
       AUDITORS: PwC Inc.
                                                                                       3012
       CAPITAL STRUCTURE   AUTHORISED     ISSUED
       PFG  Ords 10c ea      400 000 000  221 810 907                                  2462
       DISTRIBUTIONS [ZARc]
       Ords 10c ea           Ldt    Pay     Amt                                        1912
       Final No  22       28 Jan 20  3 Feb 20  219.00                                  1362
       Interim No  21     25 Jun 19  1 Jul 19  105.00
       LIQUIDITY: Jan20 Ave 3m shares p.w., R258.1m(62.4% p.a.)                        812
               FOOD       40  Week  MA  PNR  FOODS                                     262
                                                      2015  |  2016  |  2017  |  2018  |  2019
                                           20799
                                                  FINANCIAL STATISTICS
                                           18019  (R million)  Sep 19  Mar 19  Mar 18  Mar 17  Mar 16
                                                              Interim  Final  Final  Final Final(rst)
                                           15239  Revenue       4 948  10 409  10 271  9 641  4 501
                                                  Op Inc         354  894   956  1 027  733
                                           12460
                                                  NetIntPd(Rcvd)  317  586  623   714  318
                                                  Minority Int   - 17  - 91  - 112  - 66  - 18
                                           9680
                                                  Att Inc        - 6  235   149   93   369
                                           6900   TotCompIncLoss  - 1 973  1 448  - 561  - 496  528
          2015  |  2016  |  2017  |  2018  |  2019
                                                  Fixed Ass    10 910  12 587  11 393  12 531  11 716
       FINANCIAL STATISTICS                       Tot Curr Ass  3 300  3 071  3 262  3 805  2 768
       (R million)  Sep 19  Sep 18  Sep 17  Sep 16  Sep 15  Ord SH Int  7 309  9 225  7 768  8 051  3 028
                     Final  Final  Final  Final  Final  Minority Int  110  115  120  334  535
       Turnover     22 273  20 152  19 575  20 600  18 748  LT Liab  5 429  5 628  5 909  5 626  6 729
       Op Inc        1 301  1 646  1 099  2 339  1 797  Tot Curr Liab  3 187  2 860  2 409  4 024  6 097
       NetIntPd(Rcvd)  171  170  175   121  103
       Minority Int    6     5    -     -     2   PER SHARE STATISTICS (cents per share)
       Att Inc        910  1 073  726  1 690  1 130  HEPS-C (ZARc)  6.00  20.00  15.00  7.00  41.00
       TotCompIncLoss  924  1 101  871  1 488  1 202  NAV PS (ZARc)  484.21  612.63  513.00  533.00  573.00
       Fixed Ass     5 710  5 654  5 357  4 763  4 329  3 Yr Beta  0.93  1.06  0.72  0.29  0.09
       Tot Curr Ass  6 550  6 588  5 525  6 519  6 386  Price High  564  925  860  1 550  1 873
       Ord SH Int    8 912  8 380  8 027  7 867  6 959  Price Low  361  430  344  487  1 130
       Minority Int   44    35    25    -    12   Price Prd End  401  470   785   651  1 220
       LT Liab       2 355  2 396  1 645  2 345  2 273  RATIOS
       Tot Curr Liab  3 353  3 730  3 275  3 318  2 927  Ret on Shh Int  - 0.62  1.54  0.47  0.32  19.70
                                                  Oper Pft Mgn  7.15  8.59  9.31  10.65  16.29
       PER SHARE STATISTICS (cents per share)     D:E           0.89  0.70  0.83  0.93  3.17
       HEPS-C (ZARc)  511.10  545.00  410.10  904.30  665.30  Current Ratio  1.04  1.07  1.35  0.95  0.45
       DPS (ZARc)   324.00  365.00  365.00  365.00  332.00
       NAV PS (ZARc)  4 615.00 4 496.60 4 302.80 4 238.70 3 757.60
       3 Yr Beta     0.61  1.14  0.97  0.81  0.17    Premier Fishing and Brands Ltd.
       Price High   10 761  14 644  18 949  21 600  21 189  ISIN: ZAE000247516  SHORT: PFB  CODE: PFB
                                                   PRE
       Price Low     6 704  9 136  11 020  12 250  10 501  REG NO: 1998/018598/06 FOUNDED: 1998  LISTED: 2017
       Price Prd End  10 601  9 200  11 275  17 387  19 576  NATURE OF BUSINESS: Premier is a fishing and aquaculture group which
       RATIOS                                      has been in existence since 1952 and listed on the main board of the JSE on
       Ret on SH Fnd  10.22  12.80  9.60  22.60  18.80  3 March 2017. The Group is predominantly involved in commercial
       Oper Pft Mgn  5.84  8.17  6.50  11.00  11.50  fishing, fish processing and marketing, and is involved in aquaculture
       D:E           0.28  10.70  13.40  12.50  5.70  through its abalone farm and the manufacturing of environmentally
       Current Ratio  1.95  1.77  1.70  2.00  2.18  friendly fertiliser products through the Seagro brand. Premier mainly
                                                   operates in the Western Cape and Eastern Cape provinces of South Africa.
       Div Cover     1.48  1.57  1.07  2.00  2.10
                                                  SECTOR: Consumer—Food&Bev—Food Producers—Farm&Fish
                                                  NUMBER OF EMPLOYEES: 801
                      PPC Ltd.                    DIRECTORS: Mngconkola P (ind ne), Ramatlhodi Adv N (ind ne),
                                                   Robertson B (CFO), Saban M S (CEO), Isaacs R, Abdulla K (ne),
        PPC
       ISIN: ZAE000170049  SHORT: PPC   CODE: PPC  Young S (Dep Chair, ind ne), Mosia R P (ind ne), Amod A (ind ne),
       REG NO: 1892/000667/06 FOUNDED: 1892  LISTED: 1910  van der Venter C L (ind ne), Johnson A W (ind ne)
       NATURE OF BUSINESS: A leading supplier of materials and solutions into   MAJOR ORDINARY SHAREHOLDERS as at 31 Aug 2018
        the basic services sector in southern Africa, PPC has 11 cement factories in  African Equity Empowerment Investments Ltd.  55.00%
        South Africa, Botswana, DRC, Ethiopia, Rwanda and Zimbabwe.  Government Employees Pension Fund  23.61%
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