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JSE – BAR Profile’s Stock Exchange Handbook: 2020 – Issue 2
Barloworld Ltd. Bauba Resources Ltd.
BAR BAU
ISIN: ZAE000145686 SHORT: BAUBA CODE: BAU
REG NO: 1986/004649/06 FOUNDED: 1996 LISTED: 1996
NATURE OF BUSINESS: Bauba is a junior mining company focusing on the
miningofchromeoreandtheexplorationofplatinumgroupmetals(PGM).
The group has shifted its main focus towards the mining of chrome from
platinum exploration due to the current economic climate, persistently
low PGM prices and the acquisition of the Moeijelijk chrome resource
which bears positive long-term prospects.
SECTOR: Basic Materials—Basic Resrcs—Mining—Gen Mining
ISIN: ZAE000026639 SHORT: BARWORLD CODE: BAW NUMBER OF EMPLOYEES: 4
ISIN: ZAE000026647 SHORT: BARWORLD6%P CODE: BAWP DIRECTORS: Luyt M (ld ind ne), Makgala T (ind ne), Phosa Dr M (ne),
REG NO: 1918/000095/06 FOUNDED: 1902 LISTED: 1941 Smith D (ind ne), ThulareTV(alt), van der HovenNPJ (Chair, ne),
NATURE OF BUSINESS: Barloworld is a distributor of leading global van der Hoven N W (CEO), Knowlden J (FD)
brands, providing integrated rental, fleet management, product support MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2019
and logistics solutions. Highland Trading Investments Ltd. 59.93%
SECTOR: Ind—Ind Goods&Srvcs—Gen Ind—Diversified Ind The Kumane Trust 6.47%
NUMBER OF EMPLOYEES: 15 396 Northlew Investments Ltd. 6.33%
DIRECTORS: EdozienNO(ind ne, Nig), HickeyHH(ind ne), POSTAL ADDRESS: PO Box 1658, Witkoppen, 2068
Lynch-Bell M (ind ne, UK), Mnxasana N P (ind ne), MokhesiNV(ind ne), MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=BAU
Molotsi H (ind ne), NtsalubaSS(ind ne), Schmid P (ind ne), COMPANY SECRETARY: Merchantec (Pty) Ltd.
Dongwana N P (Chair, ind ne), Lila N V (Group FD), TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
Sewela D M (Group CE)
MAJOR ORDINARY SHAREHOLDERS as at 27 Sep 2019 SPONSOR: Merchantec Capital
Government Employees Pension Fund (PIC) 15.55% AUDITORS: BDO South Africa Inc.
Silchester International Investors LLP 11.19% CAPITAL STRUCTURE AUTHORISED ISSUED
WGI Emerging Markets Fund LLC 10.27% BAU Ords no par value 750 000 000 379 020 249
POSTAL ADDRESS: PO Box 782248, Sandton, 2146
EMAIL: bawir@barloworld.com DISTRIBUTIONS [ZARc] Ldt Pay Amt
Ords no par value
WEBSITE: www.barloworld.com Share Premium No 1 24 Oct 17 30 Oct 17 10.00
TELEPHONE: 011-445-1000
COMPANY SECRETARY: Andiswa Ndoni LIQUIDITY: Apr20 Ave 222 339 shares p.w., R109 872.2(3.1% p.a.)
TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd.
PLAT 40 Week MA BAUBA
SPONSORS: Nedbank Corporate and Investment Banking, a division of
Nedbank Ltd. 93
AUDITORS: Deloitte & Touche
77
CAPITAL STRUCTURE AUTHORISED ISSUED
BAW Ords 5c ea 400 000 000 212 692 583 61
BAWP Prefs 200c ea 500 000 375 000
45
DISTRIBUTIONS [ZARc]
Ords 5c ea Ldt Pay Amt 30
Final No 182 7 Jan 20 13 Jan 20 297.00
Special 7 Jan 20 13 Jan 20 228.00 2015 | 2016 | 2017 | 2018 | 2019 | 14
LIQUIDITY: Apr20 Ave 4m shares p.w., R404.2m(89.4% p.a.) FINANCIAL STATISTICS
GENI 40 Week MA BARWORLD (Amts in ZAR’000) Dec 19 Jun 19 Jun 18 Jun 17 Jun 16
Interim Final Final Final Final
18451
Wrk Revenue 201 228 302 122 234 261 205 318 78 743
15851 Wrk Pft 3 439 43 884 97 576 130 157 49 552
NetIntPd(Rcd) - 371 - 3 865 - 7 281 - 3 987 - 1 061
Minority Int 1 865 15 101 33 662 39 773 1 174
13251
Att Inc - 23 17 930 38 248 55 756 - 6 406
10650
TotCompIncLoss 1 842 33 031 71 910 95 529 - 5 232
8050 Ord SH Int 252 362 250 995 230 014 228 851 172 618
LT Liab 3 696 - - - -
5450 Cap Employed 366 834 358 415 308 019 274 328 180 486
2015 | 2016 | 2017 | 2018 | 2019 |
Mining Ass 162 210 139 829 82 955 11 880 955
FINANCIAL STATISTICS Tot Curr Ass 100 517 130 754 90 805 132 351 13 885
(R million) Sep 19 Sep 18 Sep 17 Sep 16 Sep 15 Tot Curr Liab 48 558 57 483 14 751 28 254 4 809
Final Final(rst) Final Final(rst) Final(rst)
Turnover 56 834 60 094 61 959 62 074 62 720 PER SHARE STATISTICS (cents per share)
Op Inc 3 273 3 762 4 082 4 087 3 744 HEPS-C (ZARc) - 0.01 4.73 10.09 14.71 - 1.69
Minority Int 49 74 114 96 121 DPS (ZARc) - - - 10.00 -
Att Inc 2 428 3 846 1 643 1 883 1 713 NAV (ZARc) 66.58 66.22 60.69 60.38 46.15
Hline Erngs-CO 1 831 1 919 2 053 1 778 1 960 3 Yr Beta 0.16 0.68 0.92 1.37 0.98
Fixed Ass 7 879 12 657 12 659 13 806 14 380 Price Prd End 40 49 63 65 25
Tot Curr Ass 32 651 30 028 27 711 25 843 28 249 Price High 66 72 78 112 60
Ord SH Int 23 623 22 233 20 275 18 942 19 426 Price Low 28 35 40 19 20
Minority Int 272 517 602 737 616 RATIOS
LT Liab 7 336 8 917 10 852 12 446 12 078 Ret on SH fund 1.14 10.29 25.24 35.26 - 2.99
Tot Curr Liab 15 960 17 592 14 595 13 897 16 035 Ret on Tot Ass 2.72 17.65 60.35 92.98 241.35
PER SHARE STATISTICS (cents per share)
EPS (ZARc) 1 150.20 1 823.80 779.60 890.50 808.70
HEPS-C (ZARc) 867.40 910.00 974.50 840.90 925.50
DPS (ZARc) 690.00 462.00 390.00 345.00 345.00
NAV PS (ZARc) 11 182.00 10 531.00 9 533.00 8 997.00 9 157.00
3 Yr Beta 0.66 0.81 0.46 0.45 0.23
Price High 11 887 18 588 13 300 9 095 10 600
Price Low 10 850 11 748 8 256 5 192 7 530
Price Prd End 11 560 12 317 12 451 8 327 7 540
RATIOS
Ret on SH Fnd 10.37 11.80 9.50 9.20 10.90
RONOA 24.60 25.40 18.40 15.90 17.00
98