Collins (previously Tradehold) has a portfolio of more than 140 properties with a total gross lettable area of 1.6 million square meters. Most of these properties are industrial, including major distribution centers and industrial complexes let on long-term triple-net leases to leading corporate clients. Collins also manages Tradehold’s Namibian portfolio,...
Barloworld (BAW) is an international supplier of heavy earth-moving equipment and vehicles to the mining, agriculture, infrastructure, power, automotive, and logistics sectors. Its best-known brands include Caterpillar, Avis, Massey-Ferguson, and Challenger. It operates in 24 countries, especially in Southern Africa, Russia, and other emerging markets. Its wide...
Previously known as Mine Restoration, this company invests in mining resources. It owns the Langpan Project, which mines and processes chrome with a high concentration of platinum group metals (PGM). The Langpan orebody consists of 3.1 million tonnes of open cast resource and over 4.9 million tonnes of underground resource, as confirmed by the MSA Competent...
Exemplar (EXP) is a real estate investment trust (REIT) specializing in developing rural shopping centers through its relationship with McCormick Property Development. It listed on the JSE on 12th June 2018. The company owns 26 shopping malls in rural and urban areas close to concentrations of the population, such as Alexandra township and at the Chris Hani...
RH Bophelo (RHB) is a black-owned African healthcare company that listed on the JSE in July 2017 as a "special purpose acquisition company" (SPAC) after raising R500m (50,000 shares at R10 per share). It has since acquired shares in African Healthcare (Pty) Ltd. (AHC), Vryburg Private Hospital (VPH), and Rondebosch Medical Center (Pty) Ltd. (RMC), resulting in its...
Tiger Brands (TBS) is a massive, diversified food producer and marketer in South Africa. It produces and sells well-known brands such as Jungle Oats, Tastic Rice, Koo, All Gold, Albany bread, Purity, Renown, Oros, Five Roses, Black Cat, and Fizzer. The company went through extreme difficulties over the listeriosis outbreak, which was linked to two of its factories...
Pick 'n Pay (PIK) is a retail grocery chain with 1,858 stores, mostly in South Africa but also in the rest of Africa. The company was started by Raymond Ackerman in 1967 and became the dominant grocery retailer over time, before being displaced by Shoprite/Checkers. Pick 'n Pay was in a slump when Richard Brasher took over as CEO in early 2013. Brasher set in...
Datatec (DTC) is an international IT and telecommunications company operating in more than fifty countries. It operates in the United States, South America, Europe, Africa, the Middle East, and Asia. Its business is divided into three main divisions: technology distribution through Westcon International, integration and managed services through Logicalis, and...
4Sight (4SI) is a Mauritian company specializing in investing in "4th Industrial Revolution" companies and technologies. The first industrial revolution is seen as that which was involved in mechanization with water and steam power, the second came about when products were mass-produced, the third was the advent of computers and automation, and the fourth is what...
Afine (ANI) is a real estate investment trust (REIT) formed in 2021 that specializes in acquiring petrol stations. The company acquired five petrol stations in February 2021 and two more in May 2021. In its results for the year to 28th February 2023, the company reported revenue up 29.74% and headline earnings per share (HEPS) down 16.09%. The company's net asset...
Brikor (BIK) is a company that manufactures bricks, roof tiles, and clay pipes. It was listed on the Alt-X in August 2007 and describes itself as "...a diverse manufacturer and supplier of building and construction materials across a broad spectrum of the market from low-cost housing, residential to commercial, industrial, civil engineering and infrastructure...
ISA Holdings (ISA) is a small Alt-X listed IT company offering network, internet, and information security services in sub-Saharan Africa. The company claims to employ some of the leading IT security specialists and to have the tools and experience to offer effective information security solutions. In its results for the year to 29th February 2024, the company...
Quantum (QFH) is in the chicken business, operating through four divisions: Animal Feeds, Eggs and Layers, Broilers, and an African Division where it sells related products. Quantum was significantly impacted by the drought in Southern Africa, but since that abated and the price of animal feeds came down, it has benefited from much higher prices of eggs and the...
Brimstone (BRT) is a black-controlled investment holding company with a diverse portfolio of holdings. It owns: 1. 54.2% of Sea Harvest, which is a listed fishing company and has a market capitalization of just over R4.5bn. 2. 100% of Lion of Africa, a loss-making insurance company, which decided in November 2018 to cease operations and close its doors. 3. 100%...
Stefanutti (SSK) is a South African construction company offering services in roads and earthworks, marine construction, concrete structures, bulk pipelines, piling, geotechnical services, open pit contract mining, affordable housing, mine residue disposal, and other areas. It operates in sub-Saharan Africa and the United Arab Emirates (UAE). The company is...
Shaftesbury Capital is a real estate investment trust (REIT) which invests in properties in London's West End, including Covent Garden, Carnaby, Chinatown, and Fitzrovia. It has a property portfolio worth GBP4.9bn and 2.9m square feet of lettable space in 2000 buildings. The share is listed on the London Stock Exchange (LSE) and on the JSE. The share is obviously...
Mahube (MHB) is an infrastructure holding company which reversed into Gaia and is involved in large-scale energy transport, water, and sanitation projects. It is 41.35% owned by the Government Employees Pension Fund (GEPF). The company says, "Mahube Infrastructure owns five renewable energy assets – two wind farms and three solar PV (photovoltaic) farms – all of...
Investec (INL) does specialist banking and asset management in South Africa, Australia, Europe, the UK, and a few other countries. Brexit in the UK has put pressure on Investec shares over the past four years. The decision to separately list its asset management division in the form of Ninety-One has unlocked shareholder value, which is becoming more apparent now...