Page 253 - SHBe20.vp

Profile’s Stock Exchange Handbook: 2020 – Issue 2 JSE – YEB
SECTOR: Basic Materials—Basic Resrcs—Forest&Paper—Forestry
YeboYethu Ltd. NUMBER OF EMPLOYEES: 2 702
YEB DIRECTORS: BrinkAW(ind ne), Jammine DrAPH(ind ne),
ISIN: ZAE000218483 SHORT: YEBOYETHU CODE: YYLBEE Mbanyele-Ntshinga H (ind ne), Meer S (ne), Mncube D (ind ne),
REG NO: 2008/014734/06 FOUNDED: 2008 LISTED: 2016 Nyanteh M (ind ne), Myers Dr J (Chair, ind ne, USA), van Zyl P (CEO),
NATURE OF BUSINESS: The company was incorporated for the specific Stoltz G (CFO)
purposeofacquiring aninterestinVodacomSA.YeboYethu isaring-fenced MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2019
limited purpose vehicle whose sole purpose is to buy andhold Vodacom SA Industrial Development Corporation 28.72%
ordinarysharesandVodacomSAAsharesforthebenefitofshareholders. Lereko Investments (Pty) Ltd. 16.58%
SECTOR: Fins—Investment Instruments—Nonequities—Nonequities Old Mutual PLC 14.18%
NUMBER OF EMPLOYEES: 0 POSTAL ADDRESS: PO Box 1191, Sabie, 1260
DIRECTORS: Booi N (ne), ConradABA(ind ne), Hall A (ind ne), MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=YRK
Kobue K (ne), Lucht U (ne), Mbungela M (ne), Mjamekwana A (alt), COMPANY SECRETARY: Sue Hsieh
MokgatlhaTV(ind ne), Silwanyana B (ind ne), TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
BassaZBM (Chair, ind ne) SPONSOR: One Capital
MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2019
Royal Bafokeng Holdings (Pty) Ltd. 28.56% AUDITORS: PwC Inc.
Vodacom Siyanda Employee Trust 20.51% CAPITAL STRUCTURE AUTHORISED ISSUED
Thebe Investment Corporation (Pty) Ltd. 12.24% YRK Ords 5c ea 600 000 000 331 240 597
POSTAL ADDRESS: Private Bag X9904, Sandton, 2146 DISTRIBUTIONS [ZARc]
MORE INFO: www.sharedata.co.za/v2/Scripts/Summary.aspx?c=YYLBEE Ords 5c ea Ldt Pay Amt
COMPANY SECRETARY: Sameera Khan Interim 18 Nov 05 28 Nov 05 30.00
TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd. Special 18 Nov 05 28 Nov 05 70.00
SPONSOR: UBS South Africa (Pty) Ltd.
AUDITORS: Ernst & Young LIQUIDITY: Apr20 Ave 298 021 shares p.w., R507 387.1(4.7% p.a.)
CAPITAL STRUCTURE AUTHORISED ISSUED FORE 40 Week MA YORK
YYLBEE Ords no par 100 000 000 52 900 000
716
DISTRIBUTIONS [ZARc]
Ords no par Ldt Pay Amt 590
Interim No 14 10 Dec 19 17 Dec 19 112.00
465
Final No 13 25 Jun 19 1 Jul 19 77.00
LIQUIDITY: Apr20 Ave 36 019 shares p.w., R833 651.9(3.5% p.a.) 340
ALSH 40 Week MA YEBOYETHU
214
12501
89
2015 | 2016 | 2017 | 2018 | 2019 |
10321
FINANCIAL STATISTICS
8141 (Amts in ZAR’000) Dec 19 Jun 19 Jun 18 Jun 17 Jun 16
Interim Final Final(rst) Final Final
5960
Turnover 867 866 1 600 522 1 812 350 1 832 805 1 771 049
Op Inc 23 903 - 106 314 196 045 151 369 182 933
3780
NetIntPd(Rcvd) 31 227 72 268 79 426 77 420 44 870
1600 Att Inc - 59 264 - 36 268 138 280 367 286 238 212
2017 | 2018 | 2019 |
TotCompIncLoss - 59 264 - 36 172 137 802 366 706 237 571
FINANCIAL STATISTICS Fixed Ass 866 846 893 891 920 265 911 532 852 096
(Amts in ZAR’000) Sep 19 Mar 19 Mar 18 Mar 17 Inv & Loans 42 557 61 903 39 707 31 965 19 387
Interim Final(rst) Final Final Tot Curr Ass 1 082 475 1 211 342 1 134 957 1 149 310 1 100 128
Turnover 457 805 455 350 20 075 19 445 Ord SH Int 3 038 919 3 096 717 3 130 276 2 992 565 2 632 573
Op Inc 448 478 415 474 16 478 15 254 LT Liab 1 419 039 1 514 237 1 555 021 1 601 836 1 531 193
NetIntPd(Rcvd) 345 316 407 753 - 874 - 931 Tot Curr Liab 471 496 595 081 504 130 487 550 397 690
Att Inc 832 188 - 898 384 498 587 289 650
TotCompIncLoss 832 188 - 898 384 498 587 289 650 PER SHARE STATISTICS (cents per share)
Fixed Ass 13 692 939 12 753 295 - - HEPS-C (ZARc) - 20.00 50.00 45.00 116.00 73.00
Inv & Loans - - - 1 634 759 NAV PS (ZARc) 955.87 975.53 987.86 943.00 809.00
Tot Curr Ass 14 931 14 408 2 281 061 23 892 3 Yr Beta - 0.91 - 1.02 0.44 0.77 1.37
Ord SH Int 2 602 359 1 810 916 1 850 411 1 368 018 Price High 185 240 310 375 300
LT Liab 11 098 826 10 950 706 425 343 285 567 Price Low 137 70 200 221 185
Tot Curr Liab 7 141 6 537 5 236 5 066 Price Prd End 149 160 210 260 250
PER SHARE STATISTICS (cents per share) RATIOS
HEPS-C (ZARc) 1 573.00 - 2 517.00 3 464.00 2 012.10 Ret on SH Fnd - 3.90 - 1.17 4.42 12.27 9.05
DPS (ZARc) 112.00 189.00 100.00 112.00 Oper Pft Mgn 2.75 - 6.64 10.82 8.26 10.33
NAV PS (ZARc) 4 917.91 5 073.87 8 697.00 6 768.90 D:E 0.52 0.54 0.55 0.60 0.62
3 Yr Beta 1.07 - - - Current Ratio 2.30 2.04 2.25 2.36 2.77
Price High 2 112 12 600 7 750 6 200
Price Low 1 500 1 850 5 761 5 000 Zambezi Platinum (RF) Ltd.
Price Prd End 1 840 2 105 7 641 5 761
ZAM
RATIOS ISIN: ZAE000202552 SHORT: ZPLP CODE: ZPLP
Ret on SH Fnd 63.96 - 49.61 26.94 21.17 REG NO: 2014/106927/06 FOUNDED: 2014 LISTED: 2015
Oper Pft Mgn 97.96 91.24 82.08 78.45 NATURE OF BUSINESS: Zambezi is a special purpose black economic
D:E 4.26 6.05 0.23 0.21 empowerment (BEE) vehicle established in October 2014 as a result of a
Current Ratio 2.09 2.20 435.65 4.72 R6.6 billion BEE transaction with Northam Platinum Ltd. (“Northam”).
Div Cover 14.04 - 13.32 34.64 17.97 The BEEtransactionincluded the successful raising ofR4.6 billion andwas
approved by Northam shareholders on 19 March 2015.
Zambezi comprises a range of historically disadvantaged South African
York Timber Holdings Ltd. (HDSA) stakeholders including an employee trust, two community trusts,
a women’s group and a core of Strategic Partners. Together they hold a
YOR
ISIN: ZAE000133450 SHORT: YORK CODE: YRK 31.4% stake in Northam.
REG NO: 1916/004890/06 FOUNDED: 1916 LISTED: 1946 Zambezi financed the acquisition of shares in Northam through a
NATUREOF BUSINESS:York isanintegrated forestry company, operating preference share arrangement. Apart from this function, Zambezi does not
through its wholly owned subsidiaries, York Timbers (Pty) Ltd., that owns and will not conduct any operational business.
plantations and processing plants, and Agentimber (Pty) Ltd., that runs a SECTOR: Add—Debt—Preference Shares—Pref Shares
wholesale distribution network. NUMBER OF EMPLOYEES: 0
York has the largest market share of the South African timber and plywood DIRECTORS: CoetzeeAH(ne), DunnePA(ne, UK), Mazwai N (ne),
market. This is a result of York’s sustainable biological assets, Motseki-Zim E (ne), Mseleku S (ne), NeneBB(ne),
technologically advanced forestry operations and close attention to van Schalkwyk L (ne), Mosehla K B (Chair, ne)
customer needs.
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