Page 89 - Stock Exchange Handbook 2020 - Issue 3
P. 89

Profile’s Stock Exchange Handbook: 2020 – Issue 3                       JSE – ARC
                                                  SECTOR: Consumer Srvcs—Travel&Leis—Travel&Leis—Hotels
           ArcelorMittal South Africa Ltd.        NUMBER OF EMPLOYEES: 0
        ARC                                       DIRECTORS: BennettGSJ(ind ne), MadarunZM(ind ne),
       ISIN: ZAE000134961  SHORT: ARCMITTAL  CODE: ACL  MothupiAM(ind ne), MuirimiRG(ne, Zim), Nyarota S (ne),
       REG NO: 1989/002164/06 FOUNDED: 1928  LISTED: 1989  Ramphul M (ind ne), VillageSFW (Chair, ne, UK), Mtasa C (Dep
       NATURE OF BUSINESS: Headquartered in Vanderbijlpark, Gauteng,  Chair, ld ind ne), Saungweme P (CFO & interim CEO)
        ArcelorMittal South Africa is Africa’s largest steel producer with an annual
        production capacity of 6.1 million tonnes of liquid steel; approximately 5.1  MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2018  54.84%
                                                    JPMBLSA Re Private Bank account
        million tonnes of saleable steel products. In 2018 we produced 5.1 million  Fintrust Pension Fund  11.07%
        tonnes of liquid steel, an increase of 182 000 tonnes over 2017. A proudly  SG Nantes Global Securities  10.43%
        South African company, that is part of the world’s leading steel producer  POSTAL ADDRESS: c/o Adansonia Management Services Ltd., Suite 1,
        with industrial sites in over 20 countries and a presence in more than 60.  Perrieri Office Suites, C2-302, Level 3, Office Block C, La Croisette, Grand
        Our steel is produced in flat and long steel products that are further  Baie, 30517
        processed by downstream manufacturers. Our Coke and Chemicals
        operation produces commercial grade coke for use by the ferro-alloy  MORE INFO: www.sharedata.co.za/sdo/jse/ACZ
        industry, and processes steelmaking by-products.  COMPANY SECRETARY: Adansonia Management Services Ltd.
       SECTOR: Basic Materials—Basic Resrcs—Ind Metals—Steel  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       NUMBER OF EMPLOYEES: 8 837                 SPONSOR: Questco Corporate Advisory (Pty) Ltd.
       DIRECTORS: AranhaBE(ne), CeleLC(ind ne), GosaNP(ne),  AUDITORS: PwC Zimbabwe
        GouwsGS(ne), Karol R (ne), MnxasanaNP(ind ne), ModiseJRD
                                                  CAPITAL STRUCTURE   AUTHORISED     ISSUED
        (ind ne), MusondaKMM(ind ne), NicolauNF(ind ne), Makwana P M  ACZ  Ords no par value  -  117 266 523
        (Chair, ind ne), Verster H J (CEO), Maharaj A D (CFO)
                                                  LIQUIDITY: Jul20 Ave 110 shares p.w., R773.6(-% p.a.)
       MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2019
         ArcelorMittal Holdings AG        53.05%          FINA       40 Week MA  ARDENCAP
         Amandla we Nsimbi (Pty) Ltd.     16.73%
         Industrial Development Corporation  6.40%                                     1800
       POSTAL ADDRESS: PO Box 2, Vanderbijlpark, 1900
       MORE INFO: www.sharedata.co.za/sdo/jse/ACL                                      1485
       COMPANY SECRETARY: FluidRock Co Sec (Pty) Ltd.                                  1170
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       SPONSOR: Absa Bank Ltd.                                                         856
       AUDITORS: Deloitte & Touche
                                                                                       541
       CAPITAL STRUCTURE   AUTHORISED     ISSUED
       ACL  Ords no par value  1 200 000 000  1 138 059 825
                                                           2018   |     2019   |       226
       DISTRIBUTIONS [ZARc]
                                                  NOTES: Brainworks Ltd. renamed to Arden Capital Ltd. on 4 December
       Ords no par value     Ldt    Pay     Amt
       Interim           26 Aug 11  5 Sep 11  55.00  2019.
       Interim           27 Aug 10  6 Sep 10  150.00  FINANCIAL STATISTICS
       LIQUIDITY: Jul20 Ave 2m shares p.w., R3.2m(8.0% p.a.)  (Amts in USD’000)  Dec 19  Dec 18  Dec 17
               INDM       40 Week MA  ARCMITTAL                     Final    Final     Final
                                                  Turnover         58 060   79 297    58 587
                                           4478   Op Inc           34 259   17 827    - 1 650
                                                  NetIntPd(Rcvd)    2 772    3 157    4 242
                                           3588
                                                  Minority Int      8 124    5 463    3 052
                                                  Att Inc          13 089    4 951   - 11 099
                                           2697
                                                  TotCompIncLoss    6 145   10 328    - 8 015
                                           1807   Fixed Ass        94 803   88 954    88 439
                                                  Inv & Loans      22 706   23 552    22 254
                                           916
                                                  Tot Curr Ass     23 637   29 742    31 462
                                                  Ord SH Int       70 931   63 068    51 475
                                           26
          2015  |  2016  |  2017  |  2018  |  2019  |
                                                  Minority Int     46 238   38 677    34 151
                                                  LT Liab          29 442   14 207    20 383
       FINANCIAL STATISTICS
       (R million)  Dec 19  Dec 18  Dec 17  Dec 16  Dec 15  Tot Curr Liab  14 048  39 272  50 775
                     Final  Final  Final  Final  Final
       Turnover     41 353  45 274  39 022  32 737  31 141  PER SHARE STATISTICS (cents per share)
       Op Inc       - 2 359  2 777  - 1 220  - 1 092  - 4 736  HEPS-C (ZARc)  38.72  - 41.61  - 190.55
       NetIntPd(Rcvd)  969  2 013  1 441  700  1 033  NAV PS (ZARc)  905.62  1 027.99  842.71
       Att Inc      - 4 676  1 370  - 5 128  - 4 706  - 8 635  Price High  800  2 998  1 150
       TotCompIncLoss  - 4 609  - 105  - 5 543  - 5 260  - 7 305  Price Low  226  135   22
       Fixed Ass     7 974  8 995  8 474  10 670  11 859  Price Prd End  797  700      950
       Inv & Loans    616  552  4 424  4 667  5 090  RATIOS
       Tot Curr Ass  13 739  18 864  18 131  14 812  13 328  Ret on SH Fnd  18.10  10.24  - 9.40
       Ord SH Int    3 405  7 961  8 058  13 543  13 472  Oper Pft Mgn  59.01  22.48  - 2.82
       LT Liab       6 716  5 636  5 792  3 330  3 324  D:E         0.25      0.27     0.57
       Tot Curr Liab  12 340  14 963  17 346  13 773  14 166  Current Ratio  1.68  0.76  0.62
       PER SHARE STATISTICS (cents per share)
       HEPS-C (ZARc)  - 299.00  89.00  - 230.00  - 244.00 - 1 338.00  Argent Industrial Ltd.
       NAV PS (ZARc)  311.00  728.00  737.00 1 239.00 3 358.00
                                                   ARG
       3 Yr Beta     0.72  0.74  1.87  1.37  2.30  ISIN: ZAE000019188  SHORT: ARGENT  CODE: ART
       Price High     430  608  1 540  1 290  2 699  REG NO: 1993/002054/06 FOUNDED: 1994  LISTED: 1994
       Price Low      119  186   350   390  290   NATURE OF BUSINESS: Argent Industrial Ltd. is largely a steel-based
       Price Prd End  119  339   387  1 150  450   beneficiation group with a very diverse portfolio of businesses that include
                                                   international brands.
       RATIOS
       Ret on SH Fnd  - 137.33  17.21  - 63.64  - 34.75  - 64.10  SECTOR: Ind—Ind Goods&Srvcs—Gen Ind—Diversified Ind
       Oper Pft Mgn  - 5.70  6.13  - 3.13  - 3.34  - 15.21  NUMBER OF EMPLOYEES: 3 416
       D:E           2.31  0.75  1.18  0.39  0.62  DIRECTORS: Angus C (ind ne), ChristofidesPA(ld ind ne),
       Current Ratio  1.11  1.26  1.05  1.08  0.94  Litschka A F, Mapasa K (ind ne), Scharrighuisen T (Chair, ne, Neth),
                                                   Hendry T R (CEO, UK), Cox S J (FD)
                  Arden Capital Ltd               MAJOR ORDINARY SHAREHOLDERS as at 26 Jun 2019  15.56%
                                                    RMB Collateral Receiver
                                                    Sanlam Life Insurance Ltd.       15.03%
        ARD
       ISIN: MU0548S00026  SHORT: ARDENCAP  CODE: ACZ  RMB Morgan Stanley (Pty) Ltd.  14.31%
       REG NO: 115883 C1/GBL  FOUNDED: 2013  LISTED: 2017  POSTAL ADDRESS: PO Box 5108, La Lucia, Ridge Office Estate, 4019
       NATURE OF BUSINESS: Arden Capital Ltd. (“the Company”) and its  MORE INFO: www.sharedata.co.za/sdo/jse/ART
        subsidiaries and associates, (together “the Group”) has a diversifed  COMPANY SECRETARY: Jaco Dauth
        portfolio of business interests in Financial Services, Hospitality, Real  TRANSFER SECRETARY: Link Market Services South Africa (Pty) Ltd.
        Estate and Energy Logistics sectors in Zimbabwe.
                                                  SPONSOR: PSG Capital (Pty) Ltd.
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