Page 96 - Profile's Stock Exchange Handbook - 2021 Issue 3

JSE – BAR Profile’s Stock Exchange Handbook: 2021 – Issue 3
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 mining and exploration company,
listed on the Johannesburg Stock Exchange (JSE) since September 2010,
and fully compliant with the Mining Charter.
SECTOR:BasicMaterials—BasicResrcs—IndMet&Min—GeneralMining
NUMBER OF EMPLOYEES: 470
DIRECTORS: BaringTE(ind ne), le Roux J (ne), Luyt M (ld ind ne),
Makgala T (ind ne), Phosa Dr M (ne), Shedlock R (ne), Smith D (ind ne),
ISIN: ZAE000026639 SHORT: BARWORLD CODE: BAW WesselsJH(ne), van der HovenNPJ (Chair, ne),
ISIN: ZAE000026647 SHORT: BARWORLD6%P CODE: BAWP van der Hoven N W (CEO), Knowlden J (FD)
REG NO: 1918/000095/06 FOUNDED: 1902 LISTED: 1941 MAJOR ORDINARY SHAREHOLDERS as at 04 Jun 2020
NATURE OF BUSINESS: Barloworld is an industrial processing, Highland Trading Investments Ltd. 59.93%
distribution, and services company with two primary areas of focus: Pelagic Resources Pte Ltd. 23.10%
Industrial Equipment and Services and Consumer Industries (food and The Kumane Trust 6.47%
ingredient solutions). The Industrial Equipment and related services POSTAL ADDRESS: PO Box 71036, Bryanston, 2021
offers earthmoving equipment, industrial services and power systems,
which enable the operation and maintenance of a large array of mining, MORE INFO: www.sharedata.co.za/sdo/jse/BAU
construction and power solutions for customers. The Consumer COMPANY SECRETARY: Merchantec (Pty) Ltd.
Industries business, Ingrain, provides large enterprises with the TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
ingredients essential to the manufacturing of a range of products including SPONSOR: Merchantec Capital
food and beverages, paper, pharmaceuticals, building materials and AUDITORS: BDO South Africa Inc.
adhesives, amongst others. CAPITAL STRUCTURE AUTHORISED ISSUED
NUMBER OF EMPLOYEES: 12 723 BAU Ords no par value 750 000 000 640 514 656
DIRECTORS: EdozienNO(ind ne, Nig), HickeyHH(ind ne),
Lynch-Bell M (ind ne, UK), MnxasanaNP(ind ne), DISTRIBUTIONS [ZARc]
MokhesiNV(ld ind ne), Molotsi H (ind ne), NtsalubaSS(ind ne), Ords no par value Ldt Pay Amt
Schmid P (ind ne), Lila N V (Group FD), Sewela D M (CEO) Share Premium No 1 24 Oct 17 30 Oct 17 10.00
MAJOR ORDINARY SHAREHOLDERS as at 25 Jun 2021 LIQUIDITY: Jul21 Ave 211 414 shares p.w., R66 266.6(1.7% p.a.)
Silchester International Investors LLP 19.90%
Zahid Tractor & Heavy Machinery Co. Ltd. 17.60% INDM 40 Week MA BAUBA
Public Investment Corporation (SOC) Ltd. 15.40%
570
POSTAL ADDRESS: PO Box 782248, Sandton, 2146
EMAIL: bawir@barloworld.com 459
WEBSITE: www.barloworld.com
TELEPHONE: 011-445-1000 349
COMPANY SECRETARY: Andiswa Ndoni
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. 238
SPONSORS: Nedbank Corporate and Investment Banking, a division of
Nedbank Ltd. 128
AUDITORS: Ernst & Young, SizweNtsalubaGobodo Grant Thornton Inc. 17
2016 | 2017 | 2018 | 2019 | 2020 |
CAPITAL STRUCTURE AUTHORISED ISSUED
BAW Ords 5c ea 400 000 000 201 025 646 FINANCIAL STATISTICS
BAWP Prefs 200c ea 500 000 375 000 (Amts in ZAR'000) Dec 20 Jun 20 Jun 19 Jun 18 Jun 17
Interim Final Final Final Final
DISTRIBUTIONS [ZARc] Wrk Revenue 110 459 260 394 302 122 234 261 205 318
Ords 5c ea Ldt Pay Amt
Interim No 183 22 Jun 21 28 Jun 21 137.00 Wrk Pft - 34 804 - 58 321 43 884 97 576 130 157
Special 22 Jun 21 28 Jun 21 200.00 NetIntPd(Rcd) 5 101 1 120 - 3 865 - 7 281 - 3 987
Minority Int - 9 337 - 14 684 15 101 33 662 39 773
LIQUIDITY: Jun21 Ave 4m shares p.w., R297.4m(99.3% p.a.) Att Inc - 21 595 - 30 592 17 930 38 248 55 756
GENI 40 Week MA BARWORLD TotCompIncLoss - 30 932 - 45 276 33 031 71 910 95 529
Ord SH Int 202 521 223 031 250 995 230 014 228 851
18451
LT Liab 85 915 59 863 - - -
15487 Cap Employed 346 420 360 555 358 415 308 019 274 328
Mining Ass 247 039 180 621 139 829 82 955 11 880
12522
Tot Curr Ass 73 674 128 099 130 754 90 805 132 351
Tot Curr Liab 123 513 99 949 57 483 14 751 28 254
9558
PER SHARE STATISTICS (cents per share)
6594
HEPS-C (ZARc) - 5.70 - 8.07 4.73 10.09 14.71
DPS (ZARc) - - - - 10.00
3630
2016 | 2017 | 2018 | 2019 | 2020 | NAV (ZARc) 53.43 73.44 84.70 60.69 60.38
FINANCIAL STATISTICS 3 Yr Beta 0.21 0.13 0.68 0.92 1.37
(R million) Mar 21 Sep 20 Sep 19 Sep 18 Sep 17 Price Prd End 38 23 49 63 65
Interim Final(rst) Final(rst) Final(rst) Final Price High 41 66 72 78 112
Turnover 20 209 33 909 60 206 63 420 61 959 Price Low 19 11 35 40 19
Op Inc 1 935 1 958 3 897 4 404 4 082 RATIOS
Att Inc 736 - 2 476 2 428 3 846 1 643 Ret on SH fund - 24.89 - 16.26 10.29 25.24 35.26
Hline Erngs-CO 803 - 260 2 322 2 427 2 053 Ret on Tot Ass - 24.16 - 18.67 17.65 60.35 92.98
Fixed Ass 11 639 12 239 12 062 12 657 12 659
Tot Curr Ass** 31 064 27 408 28 182 30 028 27 711
Ord SH Int 19 877 19 504 23 623 22 233 20 275 Bell Equipment Ltd.
Tot Curr Liab** 22 376 16 877 15 563 17 592 14 595 BEL
ISIN: ZAE000028304 SHORT: BELL CODE: BEL
PER SHARE STATISTICS (cents per share) REG NO: 1968/013656/06 FOUNDED: 1968 LISTED: 1995
EPS (ZARc) 371.40 - 1 236.00 1 150.20 1 823.80 779.60 NATURE OF BUSINESS: Bell Equipment is a leading global manufacturer,
HEPS-C (ZARc) 405.10 - 130.00 1 100.00 1 150.90 974.50 distributor and exporter of a wide range of heavy equipment for the
DPS (ZARc) 337.00 - 690.00 462.00 390.00 construction, mining, quarrying, sugar, forestry and waste handling
NAV PS (ZARc) 10 025.00 9 736.00 11 182.00 10 453.00 9 533.00 industries worldwide.
RATIOS* SECTOR: Inds—IndsGoods&Services—IndsTransport—CommVehicle&Parts
Ret on SH Fnd 0.90 - 1.50 10.60 11.80 9.50 NUMBER OF EMPLOYEES: 3 229
RONOA 10.70 9.00 18.70 20.50 18.40 DIRECTORS: BartonJR(ld ind ne), BellAJ(ne), Goordeen A (alt),
Oper Pft Mgn 9.57 5.77 6.28 6.80 6.59 LawranceDH(ind ne), Naidu R (ind ne), Ramathe M (ind ne),
van der MerweHR(ind ne), Bell G W (Chair, ne), Goosen L (CEO),
* all incl. IFRS 16 impact for 2020 and 2021 van Haght K J (Group FD)
** incl. assets held for sale
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