Page 161 - SHB 2021 Issue 4

Profile’s Stock Exchange Handbook: 2021 – Issue 4 JSE – MER
SECTOR: Consumer Discretionary—Auto&Parts—Auto&Parts—Auto
Merafe Resources Ltd. NUMBER OF EMPLOYEES: 9 886
MER DIRECTORS: GiliamPH(ind ne), Matthews B (ind ne),
ISIN: ZAE000060000 SHORT: MERAFE CODE: MRF Mawasha B (ind ne), MgodusoTN(ld ind ne), Mkhondo N (ind ne),
REG NO: 1987/003452/06 FOUNDED: 1987 LISTED: 1988 MuellMH(ind ne), SithebeAK(ind ne), Sithole S (ind ne), Flemming C
NATURE OF BUSINESS: Merafe is listed on the JSE Ltd. in the General M D (Chair, ind ne), Haffejee R (CEO), Douwenga S (FD)
MiningsectorunderthesharecodeMRF.Currently,themainfocusofMerafe's MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2020
business is on the 20.5% participation of its wholly owned subsidiary, Merafe Value Active PFP H4 QI Hedge Fund 10.92%
Ferrochrome and Mining (Pty) Ltd., in the earnings before interest, tax Government Employees Pension Fund 10.60%
depreciation and amortisation (EBITDA) of the Glencore-Merafe Chrome Foord 5.67%
Venture (the Venture), in which Glencore has a 79.5% participation. Merafe
and Glencore South Africa operations (Glencore) formed the Venture in July POSTAL ADDRESS: PO Box 2077, Saxonwold, 2132
2004 when the companies pooled their chrome operations to create the MORE INFO: www.sharedata.co.za/sdo/jse/MTA
largest ferrochrome producer in the world. COMPANY SECRETARY: S M Vermaak
SECTOR:BasicMaterials—BasicResrcs—IndMet&Min—GeneralMining TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
NUMBER OF EMPLOYEES: 7 368 SPONSOR: One Capital
DIRECTORS: Mabusela-Aikhuere N (ind ne), McClaughlan J (ind ne), AUDITORS: PwC Inc.
McGluwa D (ne), Tlale K (ind ne), Toman M (ne), VusoMJ(ind ne), CAPITAL STRUCTURE AUTHORISED ISSUED
Mngomezulu A (Chair, ind ne), Matlala Z (CEO), Chocho D (FD) MTA Ords no par value 400 000 000 198 985 886
MAJOR ORDINARY SHAREHOLDERS as at 06 Oct 2021
Glencore BV 28.68% DISTRIBUTIONS [ZARc]
Industrial Development Corporation of SA Ltd. 21.78% Ords no par value Ldt Pay Amt
Afena Capital (Pty) Ltd. 5.82% Final No 69 13 Apr 21 19 Apr 21 75.00
POSTAL ADDRESS: PO Box 652157, Benmore, 2010 Final No 68 15 Apr 19 23 Apr 19 100.00
MORE INFO: www.sharedata.co.za/sdo/jse/MRF
COMPANY SECRETARY: CorpStat Governance Services LIQUIDITY: Oct21 Ave 1m shares p.w., R27.4m(34.1% p.a.)
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. AUTM 40 Week MA METAIR
SPONSOR: One Capital Sponsor Services (Pty) Ltd.
3217
AUDITORS: Deloitte & Touche
CAPITAL STRUCTURE AUTHORISED ISSUED 2844
MRF Ords 1c ea 3 500 000 000 2 499 126 870
2471
DISTRIBUTIONS [ZARc]
Ords 1c ea Ldt Pay Amt
2098
Interim No 14 31 Aug 21 6 Sep 21 7.00
Final No 13 24 Mar 20 30 Mar 20 4.00 1724
LIQUIDITY: Oct21 Ave 15m shares p.w., R10.3m(30.2% p.a.)
1351
INDM 40 Week MA MERAFE 2016 | 2017 | 2018 | 2019 | 2020 | 2021
941 FINANCIAL STATISTICS
(R million) Jun 21 Dec 20 Dec 19 Dec 18 Dec 17
758 Interim Final Final Final Final
Turnover 5 934 10 235 11 238 10 277 9 517
576
Op Inc 545 561 1 018 1 009 848
NetIntPd(Rcvd) 64 164 227 186 175
394
Minority Int 17 11 34 32 31
211 Att Inc 327 174 624 667 556
TotCompIncLoss - 55 - 100 273 382 149
29
2016 | 2017 | 2018 | 2019 | 2020 | 2021 Fixed Ass 2 583 2 618 2 707 2 538 2 606
Tot Curr Ass 5 290 5 539 4 906 4 493 4 072
FINANCIAL STATISTICS
(R million) Jun 21 Dec 20 Dec 19 Dec 18 Dec 17 Ord SH Int 3 898 4 106 4 188 4 166 4 076
Interim Final Final(rst) Final(rst) Final(rst) Minority Int 115 109 123 121 119
Revenue 3 746 4 780 5 379 5 606 5 889 LT Liab 1 022 1 028 1 843 1 587 1 754
Op Inc 806 - 1 351 - 67 940 1 297 Tot Curr Liab 3 879 4 056 2 813 2 547 2 155
NetIntPd(Rcvd) - 3 - 5 10 - 4 19 PER SHARE STATISTICS (cents per share)
Att Inc 576 - 1 003 - 1 362 683 914 HEPS-C (ZARc) 170.00 148.00 336.00 327.00 281.00
TotCompIncLoss 576 - 1 003 - 1 362 683 914 DPS (ZARc) - 75.00 120.00 100.00 80.00
Fixed Ass 499 339 1 435 3 226 3 271 NAV PS (ZARc) 2 023.00 2 133.00 2 186.00 2 167.00 2 059.00
Tot Curr Ass 3 469 2 609 3 057 3 320 3 053
Ord SH Int 2 848 2 277 3 381 4 893 4 636 3 Yr Beta 1.14 1.08 0.13 0.01 0.72
LT Liab 217 192 585 1 136 1 084 Price High 2 596 2 400 2 575 2 450 2 600
Tot Curr Liab 957 644 594 599 635 Price Low 1 717 1 192 1 600 1 350 1 731
Price Prd End 2 250 1 875 2 310 1 950 2 150
PER SHARE STATISTICS (cents per share) RATIOS
HEPS-C (ZARc) 23.20 - 0.80 - 3.40 27.20 36.40
DPS (ZARc) 7.00 - 4.00 13.97 12.00 Ret on SH Fnd 17.15 4.40 15.26 16.31 14.00
NAV PS (ZARc) 113.42 90.69 134.64 194.88 184.63 Oper Pft Mgn 9.18 5.48 9.06 9.81 8.91
3 Yr Beta 1.42 1.11 0.96 0.81 0.81 D:E 0.68 0.70 0.70 0.59 0.59
Price High 89 89 153 174 201 Current Ratio 1.36 1.37 1.74 1.76 1.89
Price Low 41 24 75 126 108 Div Cover - 1.21 2.71 3.38 3.51
Price Prd End 67 42 86 142 149
RATIOS Metrofile Holdings Ltd.
Ret on SH Fnd 40.48 - 44.05 - 40.28 13.97 19.72
MET
Oper Pft Mgn 21.52 - 28.25 - 1.25 16.77 22.03 ISIN: ZAE000061727 SHORT: METROFILE CODE: MFL
D:E 0.08 0.08 0.17 0.23 0.25 REG NO: 1983/012697/06 FOUNDED: 1983 LISTED: 1995
Current Ratio 3.62 4.05 5.15 5.54 4.80 NATURE OF BUSINESS: Metrofile Group is a leading global records and
Div Cover 3.29 - - 13.55 1.95 3.03 information management specialist, providing clients with end-to-end
solutions for the complete data management lifecycle, while ensuring they
Metair Investments Ltd. extract maximum value from their information assets. The business was
formed in 1983 and 37 years later, its operations service clients of all sizes
MET and sectors across South Africa, Botswana, Kenya, Mozambique and the
ISIN: ZAE000090692 SHORT: METAIR CODE: MTA Middle East. Group companies operate from 63 facilities, at 35 locations,
REG NO: 1948/031013/06 FOUNDED: 1948 LISTED: 1949 covering 113 400 square metres of warehousing space.
NATURE OF BUSINESS: Metair is a publicly-owned company listed on the SECTOR:Inds—IndsGoods&Services—IndsSupptServ—ProfBusSupportServ
Johannesburg Stock Exchange. From its headquarters in Johannesburg the NUMBER OF EMPLOYEES: 1 461
group manages an international portfolio of companies that manufacture, DIRECTORS: Abdulla M Z (ne), Khumalo A (ne), Langeni P (ld ind ne),
distribute and retail products for energy storage and automotive components.
Metair was formed in 1948, becoming a supplier of automotive components to Mthimunye-Bakoro L E (ind ne), Rood L (alt), Seabrooke C S (ne),
a single OEM in South Africa in 1964. As Metair has grown, our strategy has SeopaTS(ne), Storom L (alt), Zilwa S V (ld ind ne), Bomela M S
(Dep Chair, ne), Serima P (CEO), Mansingh S (CFO), Thompson L (CFO)
evolvedtomeetthechallengesofcompetingintheglobalautomotiveindustry.
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