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JSE – REN Profile’s Stock Exchange Handbook: 2024 – Issue 3
Renergen Ltd. Resilient REIT Ltd.
REN RES
ISIN: ZAE000202610 SHORT: RENERGEN CODE: REN ISIN: ZAE000209557 SHORT: RESILIENT CODE: RES
REG NO: 2014/195093/06 FOUNDED: 2014 LISTED: 2015 REG NO: 2002/016851/06 FOUNDED: 2002 LISTED: 2002
NATURE OF BUSINESS: Renergen is listed on the JSE, A2X and ASX. The NATURE OF BUSINESS: Resilient has been listed on the JSE since 6
Company through its sole and wholly owned subsidiary Tetra4 is South December 2002 and is a retail-focused Real Estate Investment Trust
Africa’s only holder of an onshore petroleum production right and was the (“REIT”). Its strategy is to invest in dominant retail centres with a
first helium developer with proven reserves to list on the ASX. minimum of three anchor tenants and let predominantly to national
SECTOR: AltX retailers.
NUMBER OF EMPLOYEES: 66 SECTOR: RealEstate—RealEstate—REITS—Retail
DIRECTORS: Hlatshwayo D (ind ne), Matteucci L (ind ne), NUMBER OF EMPLOYEES: 30
SwanaMB(ind ne), King D C (Chair, ne, UK), Marani S (CEO), DIRECTORS: Bird S (ind ne), Gordon D K (ind ne), Kriek J J,
Harvey B (FD), Mitchell N (COO) Marole M L D (ind ne), Phili P (ind ne), SishubaTS(ind ne), van Wyk
MAJOR ORDINARY SHAREHOLDERS as at 11 Jul 2024 BD(ind ne), Olivier A (Chair, ind ne), de Beer D (CEO), Muller M (CFO)
Mazi Asset Management 8.79% MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2023
MATC Investment (Pty) Ltd. 5.91% Public Investment Corporation SOC Ltd. 15.71%
CRT Investment Holding (Pty) Ltd. 5.83% Delsa Investments (Pty) Ltd. 8.80%
POSTAL ADDRESS: Postnet Suite 610, Private Bag X10030, Resilient Properties (Pty) Ltd. 8.26%
Randburg, 2125 POSTAL ADDRESS: PO Box 2555, Rivonia, 2128
MORE INFO: www.sharedata.co.za/sdo/jse/REN MORE INFO: www.sharedata.co.za/sdo/jse/RES
COMPANY SECRETARY: Acorim (Pty) Ltd. COMPANY SECRETARY: Sue Hsieh
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
DESIGNATED ADVISOR: PSG Capital (Pty) Ltd. SPONSOR: Java Capital (Pty) Ltd.
AUDITORS: Mazars AUDITORS: PwC Inc.
CAPITAL STRUCTURE AUTHORISED ISSUED CAPITAL STRUCTURE AUTHORISED ISSUED
REN Ords no par value 500 000 000 147 670 977 RES Ords no par value 1 000 000 000 365 204 738
LIQUIDITY: Jul24 Avg 1m shares p.w., R13.3m(36.3% p.a.) DISTRIBUTIONS [ZARc]
Ords no par value Ldt Pay Amt
40 Week MA RENERGEN
Final No 42 9 Apr 24 15 Apr 24 203.02
4270 Interim No 41 5 Sep 23 11 Sep 23 203.22
3565 LIQUIDITY: Jul24 Avg 4m shares p.w., R156.3m(51.4% p.a.)
REIV 40 Week MA RESILIENT
2861
6451
2156
5559
1452
4667
747
2019 | 2020 | 2021 | 2022 | 2023 | 2024
3775
FINANCIAL STATISTICS
2883
(Amts in ZAR’000) Feb 24 Feb 23 Feb 22 Feb 21 Feb 20
Final Final Final Final Final
1991
Turnover 28 952 12 687 2 637 1 925 2 635 2019 | 2020 | 2021 | 2022 | 2023 | 2024
Op Inc - 135 097 - 35 524 - 38 361 - 46 773 - 67 305 FINANCIAL STATISTICS
NetIntPd(Rcvd) 11 894 908 3 942 4 019 - 27 (R million) Dec 23 Dec 22 Dec 21 Jun 21 Jun 20
Minority Int 487 - - - - Final Final Final(rst) Final(rst) Final(rst)
Att Inc - 110 279 - 26 725 - 33 750 - 42 620 - 52 619 Operatng Proft 2 092 2 128 950 1 672 2 447
TotCompIncLoss 109 756 - 26 725 - 33 750 - 42 620 - 52 021 Total Inc 2 216 2 181 967 1 684 2 475
Fixed Ass 1 877 132 1 371 748 807 027 475 558 350 824 Attrib Inc 3 529 3 789 1 892 213 - 3 678
Tot Curr Ass 599 126 171 525 156 377 154 786 156 912 TotCompIncLoss 3 612 3 720 2 077 440 - 3 787
Ord SH Int 1 243 647 840 204 286 312 206 408 247 230 Ord UntHs Int 21 968 19 842 20 424 19 231 19 884
Minority Int 77 456 - - - - Investmnt Prop 28 348 26 799 23 933 22 482 23 441
LT Liab 816 467 860 323 803 949 541 476 358 145 Tot Curr Ass 285 338 316 290 278
Tot Curr Liab 571 557 200 354 74 433 32 478 21 116 Total Ass 35 698 33 236 32 429 30 341 32 875
PER SHARE STATISTICS (cents per share) Tot Curr Liab 5 154 3 808 4 982 3 435 4 167
HEPS-C (ZARc) - 75.07 - 19.86 - 27.73 - 36.29 - 47.31 PER SHARE STATISTICS (cents per share)
NAV PS (ZARc) 842.98 580.46 231.02 175.65 210.54 HEPS-C (ZARc) 395.10 536.41 231.60 65.31 - 625.60
3 Yr Beta 0.97 0.98 0.68 0.75 0.42 DPS (ZARc) 406.24 438.03 421.41 428.81 342.95
Price High 2 440 4 390 4 200 2 077 1 798 NAV PS (ZARc) 6 628.00 5 826.00 5 658.00 4 959.43 5 127.91
Price Low 900 2 012 1 550 958 695 3 Yr Beta 0.63 1.45 1.58 1.54 1.76
Price Prd End 1 087 2 035 3 713 1 920 1 425 Price Prd End 4 429 5 375 5 562 4 854 4 032
RATIOS Price High 5 625 6 000 5 678 5 120 6 515
Ret on SH Fnd - 8.31 - 3.18 - 11.79 - 20.65 - 21.28 Price Low 3 625 4 686 4 561 2 791 2 799
Oper Pft Mgn - 466.62 - 280.00 - 1 454.72 - 2 429.77 - 2 554.27 RATIOS
D:E 0.99 1.15 2.98 2.62 1.45 RetOnSH Funds 15.50 19.84 19.47 1.04 - 19.22
Current Ratio 1.05 0.86 2.10 4.77 7.43 RetOnTotAss 12.87 7.41 7.31 - 1.71 6.80
Debt:Equity 0.56 0.59 0.47 0.47 0.58
OperRetOnInv 7.38 7.94 7.94 7.44 10.44
OpInc:Turnover 58.52 60.74 58.46 58.36 68.09

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