Page 206 - Stock Exchange Handbook 2020 - Issue 3

JSE – REN Profile’s Stock Exchange Handbook: 2020 – Issue 3
Renergen Ltd. MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2019 10.10%
Fortress REIT Ltd.
Public Investment Corporation SOC Ltd. 9.43%
REN
ISIN: ZAE000202610 SHORT: RENERGEN CODE: REN Resilient Properties (Pty) Ltd. 9.26%
REG NO: 2014/195093/06 FOUNDED: 2014 LISTED: 2015 POSTAL ADDRESS: PO Box 2555, Rivonia, 2128
NATURE OF BUSINESS: An energy group focused on alternative and MORE INFO: www.sharedata.co.za/sdo/jse/RES
renewable energy sectors in South Africa and sub-Saharan Africa. The COMPANY SECRETARY: Ashleigh Egan
Company is listed on the JSE Alternative Exchange (AltX). TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd.
SECTOR: AltX SPONSOR: Java Capital (Pty) Ltd.
NUMBER OF EMPLOYEES: 0 AUDITORS: PKF Octagon Inc.
DIRECTORS: KingDC(ind ne, UK), Maleke Dr B (ind ne), Matteucci
L(ind ne), Olivier F (ne), SwanaMB(ind ne), Kimber B D (Chair, ind CAPITAL STRUCTURE AUTHORISED ISSUED
ne), Marani S (CEO), Mitchell N (COO), Ravele F (CFO) RES Ords no par value 1 000 000 000 400 126 254
MAJOR ORDINARY SHAREHOLDERS as at 29 Feb 2020 DISTRIBUTIONS [ZARc]
Tamryn Investment Holdings (Pty) Ltd. 29.35%
Pay
Ldt
Amt
Government Employees Pension Fund 12.42% Ords no par value 3 Mar 20 9 Mar 20 267.96
Interim No 34
MATC Investment (Pty) Ltd. 7.42%
POSTAL ADDRESS: Postnet Suite 610, Private Bag X10030, Randburg, Final No 33 3 Sep 19 9 Sep 19 267.40
2125 LIQUIDITY: Jul20 Ave 5m shares p.w., R281.1m(67.7% p.a.)
MORE INFO: www.sharedata.co.za/sdo/jse/REN
SAPY 40 Week MA RESILIENT
COMPANY SECRETARY: Acorim (Pty) Ltd.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. 15116
DESIGNATED ADVISOR: PSG Capital (Pty) Ltd.
12690
AUDITORS: Mazars
10265
CAPITAL STRUCTURE AUTHORISED ISSUED
REN Ords no par value 500 000 000 117 427 419
7839
LIQUIDITY: Jul20 Ave 208 997 shares p.w., R2.2m(9.3% p.a.)
5413
ALSH 40 Week MA RENERGEN
2987
2015 | 2016 | 2017 | 2018 | 2019 |
1686
FINANCIAL STATISTICS
(R million)
1446 Dec 19 Jun 19 Jun 18 Jun 17 Jun 16
Interim Final Final Final(rst) Final(rst)
Operatng Proft 1 282 2 646 2 783 2 113 1 449
1205
Total Inc 1 302 2 733 2 869 2 183 2 342
965 Attrib Inc 539 4 590 - 3 320 2 510 3 923
TotCompIncLoss 557 4 716 - 3 327 1 975 4 244
725 Ord UntHs Int 24 738 25 166 22 846 28 649 27 900
2015 | 2016 | 2017 | 2018 | 2019 |
Investmnt Prop 24 312 24 231 22 838 21 395 19 499
FINANCIAL STATISTICS Tot Curr Ass 489 1 009 2 014 1 286 842
(Amts in ZAR’000)
Total Ass 36 398 37 127 40 693 49 048 43 286
Feb 16
Feb 17
Feb 18
Feb 20
Feb 19
Tot Curr Liab 3 039 3 192 3 040 1 963 1 946
Final Final Final Final(rst) Final
Turnover 2 635 2 987 2 885 1 722 -
Op Inc - 67 305 - 46 014 - 40 102 - 23 019 - 19 495 PER SHARE STATISTICS (cents per share)
NetIntPd(Rcvd) - 27 2 534 2 935 - 1 279 - 2 942 HEPS-C (ZARc) 155.91 468.87 - 2 016.38 588.56 869.66
Minority Int - - 4 116 - 2 921 - 1 441 - 1 047 DPS (ZARc) 267.96 531.06 565.44 567.29 488.73
Att Inc - 52 619 - 40 860 - 37 680 - 17 221 - 18 452 NAV PS (ZARc) 6 814.00 6 932.00 6 149.00 8 944.00 7 731.00
0.28
1.24
0.32
1.52
1.35
TotCompIncLoss - 52 029 - 44 976 - 43 990 - 15 273 - 19 499 3 Yr Beta 6 804 6 196 5 625 12 174 13 180
Price Prd End
Fixed Ass 350 824 37 757 32 615 21 756 7 145
Tot Curr Ass 156 912 102 438 5 496 20 232 52 358 Price High 6 999 6 901 15 350 13 999 13 969
Price Low
5 095
4 431
10 101
5 800
9 255
Ord SH Int 247 230 180 634 80 948 98 423 98 828
Minority Int - - 16 401 - 12 285 - 9 262 - 7 923 RATIOS 4.48 18.22 - 14.43 8.14 14.10
RetOnSH Funds
LT Liab 358 145 49 684 34 156 30 250 26 612 RetOnTotAss 7.01 7.50 6.61 5.18 5.55
Tot Curr Liab 21 116 11 193 11 433 5 366 3 490
Debt:Equity 0.44 0.45 0.74 0.65 0.48
OperRetOnInv 10.55 10.92 12.18 9.87 7.43
PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) - 47.31 - 45.95 - 37.68 - 22.20 - 36.53 OpInc:Turnover 67.54 69.51 71.96 67.43 64.58
NAV PS (ZARc) 210.54 164.01 84.73 113.71 117.48
3 Yr Beta 0.42 0.64 - - - Resource Generation Ltd.
Price High 1 798 1 100 1 395 1 600 1 850
RES
Price Low 695 725 727 1 021 1 250 ISIN: AU000000RES1 SHORT: RESGEN CODE: RSG
Price Prd End 1 425 800 899 1 265 1 400 REG NO: ACN 059 950 337 FOUNDED: 1993 LISTED: 2010
NATURE OF BUSINESS: Resource Generation Ltd. (Resgen) is an
RATIOS
Ret on SH Fnd - 21.28 - 27.39 - 59.13 - 20.93 - 18.39 emerging ASX and JSE-listed energy company, currently developing the
Boikarabelo Coal Mine in South Africa’s Waterberg region. The Waterberg
Oper Pft Mgn - 2 554.27 - 1 540.48 - 1 390.02 - 1 336.76 -
D:E 1.45 0.30 0.50 0.34 0.29 accounts for around 40% of the country’s currently known coal resources.
The Coal Resources and Coal Reserves for the Boikarabelo Coal Mine, held
Current Ratio 7.43 9.15 0.48 3.77 15.00
through the operating subsidiary Ledjadja Coal, were recently updated
based upon a new mine plan and execution strategy. The Boikarabelo Coal
Resilient REIT Ltd. Resources total 995Mt and the Coal Reserves total 267Mt applying the
JORC Code 2012 (ASX Announcement :23 January 2017- In accordance
RES
ISIN: ZAE000209557 SHORT: RESILIENT CODE: RES with Listing Rule 5.23.2 the Company confirms that it is not aware of any
REG NO: 2002/016851/06 FOUNDED: 2002 LISTED: 2002 new information that would impact on the Reported Coal Resources and
NATURE OF BUSINESS: Resilient is an internally asset managed REIT Coal Reserves). Stage 1 of the mine development targets saleable coal
production of 6 million tonnes per annum. Ledjadja Coal is a Black
listed on the JSE Ltd. Its strategy is to invest in dominant regional retail
centres with a minimum of three anchor tenants and let predominantly to EconomicEmpowermentsubsidiary (BEE)operating underSouth Africa’s
nationalretailers. A core competency is the successful development of new Broad-based Black Economic Empowerment Act, Section 9(5): Codes of
Good Practice
malls and extensions to existing malls. Resilient also invests in listed and
offshore property-related assets. SECTOR: Basic Materials—Basic Resrcs—Mining—Coal
SECTOR: Fins—Rest—Inv—Ret NUMBER OF EMPLOYEES: 29
NUMBER OF EMPLOYEES: 75 DIRECTORS: Croll MrRC(ld ind ne, UK), Gilligan Mr C (ind ne, Aus),
DIRECTORS: Bird S (ind ne), BrownDH(ind ne), ChagondaTI(ind ne), Gray M (ind ne, Aus), Hunter G (ne), Molotsane MrLRR,
Sebati Dr K (ind ne), Xate Mr L (Chair, ne), Harvey B (CFO)
GordonDK(ind ne), Kriek J J, MaroleMLD(ind ne), Phili P (ind ne),
Reddy U (ind ne), van WykBD(ind ne), Olivier A (Chair, ind ne), de MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2019
Beer D (CEO), Hanekom N W (COO), Muller M (CFO) Public Investment Corporation SOC Ltd. 14.28%
Noble Resources International Pte Ltd. 13.69%
Shinto Torii Inc. 10.69%
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