Page 141 - Profile's Stock Exchange Handbook 2022 Issue 1
P. 141

Profile’s Stock Exchange Handbook: 2022 – Issue 1                       JSE – HUL
                    Hulamin Ltd.                               Hulisani Ltd.
        HUL                                        HUL
       ISIN: ZAE000096210  SHORT: HULAMIN  CODE: HLM  ISIN: ZAE000212072  SHORT: HULISANI  CODE: HUL
       REG NO: 1940/013924/06  FOUNDED: 1940  LISTED: 2007  REG NO: 2015/363903/06  FOUNDED: 2015  LISTED: 2016
       NATURE OF BUSINESS: Hulamin is an aluminium semi-fabricator  NATURE OF BUSINESS: Hulisani Ltd. was incorporated on 13 October
        business located in South Africa supplying customers across Africa and the  2015 as an investment holding company focused on energy projects
        world with an extensive range of quality products. Supported by a sales  ranging from Coal and Gas to Solar PV, Concentrated Solar, Wind and
        office in South Africa and a network of international agents, the company  Hydro. Hulisani’s investment strategy is to pursue the acquisition of, or
        sells to leading manufacturers and distributors across many industries  investments in, direct or indirect minority stakes in companies operating
        around the world.                          in the energy sector. Hulisani will invest in opportunities that meet
       SECTOR: Basic Materials—Basic Resrcs—Ind Met & Min—Aluminium  Hulisani’s investment criteria of (amongst others)– expected returns;
       NUMBER OF EMPLOYEES: 1 722                  counterparty risk; inflation beating ability of cash flows; quality and
       DIRECTORS: BolesCA(ind ne), KhumaloVN(ne), LarsonRL(ind ne),  experience  of  management;  environmental  considerations  and
        Maharajh N (ind ne), Mehlomakulu Dr B (ind ne), NgwenyaSP(ne),  geographical location primarily in Sub-Saharan Africa.
        Watson G (ind ne), Zondi G (alt), Leeuw T P (Chair, ind ne), Jacob R  SECTOR:Fins—FinServcs—OpEnd&MiscelInvVeh—OpEnd&MiscelInvVeh
        (CEO), Gounder M (CFO)                    NUMBER OF EMPLOYEES: 0
       MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2020  DIRECTORS: BirkettPD(ind ne), HlatshwayoDR(ind ne),
         Industrial Development Corporation of SA Ltd.  29.17%  KekanaKN(ind ne), Schaaf H (ind ne, German), Dem M (Interim CEO),
         JL Biccard                        9.83%   Mdoda P C (Chair, ind ne)
         Investec Fund Managers            4.99%  MAJOR ORDINARY SHAREHOLDERS as at 28 Feb 2021
       POSTAL ADDRESS: PO Box 74, Pietermaritzburg, 3200  Government Employees Pension Fund  35.00%
       MORE INFO: www.sharedata.co.za/sdo/jse/HLM   Eskom Pension and Provident Fund  11.00%
       COMPANY SECRETARY: Moyahabo Dikeledi Sharon Ramoetlo  Alexander Forbes Investments  6.00%
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  POSTAL ADDRESS: PO Box 784583, Sandton, 2146
       SPONSOR: Questco (Pty) Ltd.                MORE INFO: www.sharedata.co.za/sdo/jse/HUL
       AUDITORS: Ernst & Young Inc.               COMPANY SECRETARY: William Radcliffe
                                                  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       CAPITAL STRUCTURE   AUTHORISED     ISSUED  SPONSOR: Questco Corporate Advisory (Pty) Ltd.
       HLM  Ords 10c ea      800 000 000  324 318 436
                                                  AUDITORS: BDO South Africa Inc.
       DISTRIBUTIONS [ZARc]                       CAPITAL STRUCTURE   AUTHORISED     ISSUED
       Ords 10c ea           Ldt    Pay     Amt   HUL  Ords no par val  1 000 000 000  50 000 020
       Final No 9         9 Apr 19  15 Apr 19  18.00
       Final No 8        19 Mar 18  26 Mar 18  15.00  DISTRIBUTIONS [ZARc]
                                                  Ords no par val       Ldt     Pay    Amt
       LIQUIDITY: Jan22 Avg 2m shares p.w., R5.6m(31.7% p.a.)
                                                  Final No 1         8 Jun 21  14 Jun 21  6.00
               INDM       40 Week MA   HULAMIN
                                                  LIQUIDITY: Jan22 Avg 129 402 shares p.w., R305 972.4(13.5% p.a.)
                                           1552
                                                          FINA       40 Week MA   HULISANI
                                           1259                                        1505
                                           966                                         1224
                                           674                                         943
                                           381                                         663
                                           88                                          382
          2017  |  2018  |  2019  |  2020  |  2021
       FINANCIAL STATISTICS                                                            101
                                                     2017  |  2018  |  2019  |  2020  |  2021
       (R million)  Jun 21  Dec 20  Dec 19  Dec 18  Dec 17
                   Interim  Final  Final  Final Final(rst)  FINANCIAL STATISTICS
       Turnover      5 499  8 549  10 709  11 534  10 304  (Amts in ZAR'000)  Aug 21  Feb 21  Feb 20  Feb 19  Feb 18
       Op Inc         79   - 72  - 1 421  - 950  498          Interim  Final  Final Final(rst)  Final
       NetIntPd(Rcvd)  24   37    48   74    78   Turnover     32 142  62 392  69 438  50 371  37 378
       Att Inc        89   - 230  - 1 205  - 773  304  Op Inc  29 382  24 128  - 21 065  - 16 918 - 104 698
       TotCompIncLoss  102  - 211  - 1 158  - 796  336  NetIntPd(Rcvd)  4 814  10 834  9 953  7 378  2 191
       Fixed Ass      882  813   814  1 902  3 325  Minority Int  975  2 107  2 481  2 067  1 020
       Inv & Loans     -    59    -     -     -   Att Inc      24 590  11 257  - 29 414  - 24 842 - 116 864
                                                  TotCompIncLoss  25 565  13 364  - 26 933  - 22 776 - 115 071
       Tot Curr Ass  3 790  3 509  3 228  4 416  3 688
       Ord SH Int    2 476  2 369  2 570  3 803  4 649  Fixed Ass  106 753  111 695  121 462  125 771  133 914
       LT Liab        249  252   276   527  953   Inv & Loans  118 346  95 293  89 131  106 189  -
       Tot Curr Liab  2 173  1 924  1 413  2 182  1 623  Tot Curr Ass  35 795  37 863  39 155  54 172  64 657
                                                  Ord SH Int  388 799  367 787  355 043  384 457  377 899
       PER SHARE STATISTICS (cents per share)
                                                  Minority Int  19 854  21 714  25 103  29 078  34 625
       HEPS-C (ZARc)  15.00  - 68.00  - 76.00  91.00  95.00  LT Liab  146 159  146 907  154 948  154 311  157 506
       DPS (ZARc)      -     -    -   18.00  15.00  Tot Curr Liab  14 064  21 293  27 437  35 138  14 285
       NAV PS (ZARc)  802.53  767.77  810.09 1 189.82 1 454.54
       3 Yr Beta     1.56  1.48  0.78  0.92  1.48  PER SHARE STATISTICS (cents per share)
       Price High     287  231   490   635  760   HEPS-C (ZARc)  49.00  - 6.00  - 59.00  - 50.00  - 113.00
       Price Low      178   85   185   318  506   DPS (ZARc)      -   6.00    -    -     -
       Price Prd End  203  225   230   439  615   NAV PS (ZARc)  778.00  735.57  710.09  768.91  755.80
       RATIOS                                     3 Yr Beta     0.10  0.09  - 0.54  -    -
       Ret on SH Fnd  7.16  - 9.73  - 46.86  - 20.34  6.53  Price High  420  1 550  749  1 279  1 300
       Oper Pft Mgn  1.43  - 0.85  - 13.27  - 8.24  4.84  Price Low  100  120  263  550  800
       D:E           0.41  0.44  0.24  0.34  0.27  Price Prd End  420  189  697   801  900
       Current Ratio  1.74  1.82  2.28  2.02  2.27  RATIOS
       Div Cover       -     -    -  - 13.44  6.33  Ret on SH Fnd  12.51  3.43  - 7.08  - 5.51  - 28.08
                                                  Oper Pft Mgn  91.41  38.67  - 30.34  - 33.59  - 280.11
                                                  D:E           0.37  0.41  0.45  0.41  0.41
                                                  Current Ratio  2.55  1.78  1.43  1.54  4.53
                                                  Div Cover       -   3.83    -    -     -
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