1114 replies to this topic

[toobs2000]

SANTOVA LOGISTICS 

[Fleetstroke1]

- Stock name: Pan African Resources PLC 

- Stock code:PAN

- Business model: focuses is on developing low cost, high margin production or near production projects. The Company has no debt

- Downside Risks: South Africa's labour landscape and gold pricing

- Investment case: Gold will bounce back once more and they are ready for anything, being debt free they is a plus for this outfit.

- Valuation: Just shy of R4bln on the JSE to me is not bad. 

 

[michaessers]

Well the latest trading statement is a big boost if confidence for the bulls out there!!!

[ultra1]

Well we looking potential 10 baggers. I'd say POY still is sitting on a lot of value. Let's look at their pipeline. I'd say they are a potential "game changers" or "shape shifters". Companies that go off at a tangent and do something different that the market wants often do exceptionally well. They have a good business case. The winds are blowing in their favour.

[michaessers]

POY has been on my watchlist since July. its up over 110%. i just wonder if it hasnt maybe run too hard already.

[ultra1]

POY has been fyling below the radar for some time...and when the get noticed they will set off on a trajectory to space. Macro conditions particulary in Africa hold them very much in good stead. They are pretty much sitting on a nugget. They just need a good plan, which they have, and execution. And with the acquisition of Aucom the intent is clear and the writing is on the wall. All indications as we speak are that they are very much on the charge!

[Griffin]

Chat again tomorrow Griffin.RBA.png

 

OK Orca

 

http://data.moneyweb...s.asp?id=225007

http://dashboard.fin...8046&Ticker=RBA

Edited by Griffin, 15 December 2013 - 06:22 PM.

[HDB]

Btw Keith, what is your time frame?

 

Next couple of years could mean anything....

[HDB]

 

Good thread Keith.

Here's the first one that came to mind. I'm sure there are many others but MIX deserves some discussion

 

 

- Stock name: Mix Telematics

- Stock code: MIX

- Business model: Innovation driven tech company focussed on asset tracking and associated telemetrics. Post capex spend the business generates largely annuity driven income.

- Downside Risks: Essentially a tech comapny and so at risk of disruptive technologies appearing.

- Investment case: Market penetration is still low and adjacencies are rapidly opening up. MIX is well postioned to capture these opportunities. Great geographic footprint (including Africa) across both emerging and developed markets make it a great rand hedge. This diversification also defends revenue stream shocks in any given market. Management have proven themselves in terms of delivering over the past 5 years.

- Valuation: Looks high at the moment but positioned for growth.

 

 

 

 

 

10 bagger really????  

Well i suppose you own this stock so will have to pump it!!

[soutie]

Stock - Wescoal

Code - WSL

 

Business Model

Junior coal miner producing +/- 1.5mil tons per annum at present. They acquired what will be their flagship asset earlier this year with a view to upping overall production to 2.5mil tons by this time next year. Like most other junior miners they have an exploration division with some greenfield assets. Unlike their peers they have a trading division of significance which has recently been strengthened with some very wise executive appointments. Management are big holders of stock plus a BEE structure 2nd to none on the JSE.

 

Downside Risks

 Bold forward looking plans should they not meet set targets.

 Bigger increase in head office costs relatively speaking.

 Exposed to labour strife on a couple of fronts miners / transport.

 Being a junior miner....     

 

Investment Case

Management have proved themselves as good deal makers. They generate good positive cash flows & debt is very very low. Their ability to borrow is easy. Eskom contract for 700,000 tons per annum in place (18mths left to run). The chairman is well connected in areas where they operate. Earnings are growing with a maiden dividend behind them we can look forward to that being increased in the years ahead.  They will have 3 profitable mines operating very soon. A real chance at a 10 bagger me thinks

 

Valuation - Fairly valued at the moment around 220c- 240c Next set of results will push them closer to R3

                            

[Mr.Balls]

Stock name: PALLINGHURST RESOURCES LIMITED

- Stock code: PGL

- Business model: Buy undervalued companies and turn them around. Platinum, steel and luxury brand Faberge (easter eggs for rich people), the next Richemont.

- Downside Risks: Big exposure to mining, SA Labour problems.

- Investment case:

• The Platinum Group Metals ("PGM") strategy is to build a portfolio of PGM investments, through acquisition and consolidation, into a single, low cost PGM producer of industry significance.
• The Steel Making Materials strategy is to develop a platform to supply the key raw materials required for the production of steel, in particular manganese, iron ore and coking coal.
• Gemfields' strategy is to create the leading ethical coloured gemstone producer, pursuing consolidation and vertical integration on an international scale.
• Faberge is one of the most revered names in history and to this day remains synonymous with artistry and craftsmanship of the highest order. The strategy is to re-establish Faberge as one of the world's most exclusive and valuable luxury names.

- Valuation: Got in at R 2.50. One year target = R 5.00. Two year = R 10.00, Three year = R 20.00 (Christo Wiese pumped in about R8m this year....)

[stayob]

sorry wrong thread

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[stayob]

hi
whats the possibilty for adi
period jun 2012 to june 2013
heps up 27%
eps up 27%
dps up 14.9%
mkt cap 97.2%
att income 32.8%

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[Queen B]

All the fundermentals on hand. Quite impressive. Do you have an idea what kind of coal KEH mines?

With Eskom being their biggest local customer, thermal coal.
In addition they do specialized coal for local consumption and export. Predominantly in the metallurgical related industries

[Griffin]

Hi Griffin

I'm not sure which tongue-in-cheek posts you are referring to. I have been watching KEH for some time now. They are fundamentally a good company with great growth potential. In their last trading statement, the key points that jumped out were:

 

R117 million gross profit compared to a gross loss of R38 million in the comparable period
HEPS up 192% from (21.1c) to 19.4c
R39 million debt repaid
70% increase in group revenue to R710 million
Net profit after tax of R42 million compared to a net loss after tax of R64 million for the comparable period
55% increase in Eskom sales to 1.1million tonnes
Commenced development of Pit 4 at Vanggatfontein
Acquisition of Xceed Resources Limited
 

 

All the fundermentals on hand. Quite impressive. Do you have an idea what kind of coal KEH mines?

[Queen B]

Hi Queen B, if you connect the dots of some of your tongue-in-cheek posts, you'll find in all likelyhood the answers for KEH beginning to do so well... then again I'm most probably wrong

Hi Griffin

I'm not sure which tongue-in-cheek posts you are referring to. I have been watching KEH for some time now. They are fundamentally a good company with great growth potential. In their last trading statement, the key points that jumped out were:

 

R117 million gross profit compared to a gross loss of R38 million in the comparable period
HEPS up 192% from (21.1c) to 19.4c
R39 million debt repaid
70% increase in group revenue to R710 million
Net profit after tax of R42 million compared to a net loss after tax of R64 million for the comparable period
55% increase in Eskom sales to 1.1million tonnes
Commenced development of Pit 4 at Vanggatfontein
Acquisition of Xceed Resources Limited
 

[orca]

Chat again tomorrow Griffin.  RBA.png   49.42KB   216 downloads

[Griffin]

Hi Queen B, if you connect the dots of some of your tongue-in-cheek posts, you'll find in all likelyhood the answers for KEH beginning to do so well... then again I'm most probably wrong

[Queen B]

KEH is one to watch also

Gone up nicely the past week

[Griffin]

RBA share price nicely up 10% on good volumes. Guess some folk out there agree with my investment recomendation, today again