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Profile’s Stock Exchange Handbook: 2024 – Issue 3 JSE – SOU
South32 Ltd. Southern Palladium Ltd.
SOU SOU
ISIN: AU000000S320 SHORT: SOUTH32 CODE: S32 ISIN: AU0000220808 SHORT: SOUTH PD CODE: SDL
REG NO: ABN84093732597 FOUNDED: 2015 LISTED: 2015 REG NO: ABN59646391899 FOUNDED: 2020 LISTED: 2022
NATURE OF BUSINESS: South32 is a globally diversified mining and NATURE OF BUSINESS: Southern Palladium Ltd. (ASX:SPD, JSE:SDL) is
metals company. South32 produces commodities including bauxite, a dual-listed PGM company developing the advanced Bengwenyama PGM
alumina, aluminium, copper, silver, lead, zinc, nickel, metallurgical coal project, particularly rich in palladium/rhodium, in South Africa. The
and manganese from our operations in Australia, southern Africa and project is located on the Eastern Limb of the Bushveld Complex, which
South America. With a focus on growing our base metals exposure, we also contains more than 70% of the world’s known PGM Resources. With its
have two development options in North America and several partnerships 70% stake in the project, the Company’s focus will target the delivery of an
with junior explorers around the world. established 2Moz Ore Reserve at Bengwenyama through geophysical
SECTOR:BasicMaterials—BasicResrcs—IndMet&Min—GeneralMining mapping, a twophase diamond drill programme, technical studies and
NUMBER OF EMPLOYEES: 9 096 submitting a mining right application.
DIRECTORS: Cooper F (ind ne), Liu Dr X (ind ne), Mesquita C (ind ne), SECTOR:BasicMaterials—BasicResrcs—PreciousMet&Min—Plat&PrecMet
Mtoba N (ind ne), Nelson J (ind ne), Osborn W (ind ne), Rumble K (ind ne), NUMBER OF EMPLOYEES: 0
Warburton S (ind ne), Wood K (Chair, ind ne), Kerr G (MD & CE) DIRECTORS: Nkosi-Thomas Adv L (ne), Stirzaker M (ind ne),
MAJOR ORDINARY SHAREHOLDERS as at 18 Jun 2024 Thomson R (ind ne), van Heerden D (ne), Baxter R (Chair, ne),
Blackrock Group 5.58% Odendaal N J (CEO)
The Vanguard Group Inc. 5.08% MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2023
MORE INFO: www.sharedata.co.za/sdo/jse/S32 Nicolas Daniel Resources (Pty) Ltd. 14.11%
COMPANY SECRETARY: Claire Tolcon Nurinox Investments (Pty) Ltd. 9.28%
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. Robert Napier Keith 5.85%
SPONSOR: Standard Bank of SA Ltd. POSTAL ADDRESS: Level 1, 283 George Street, Sydney, NSW, 2000
AUDITORS: KPMG Inc. MORE INFO: www.sharedata.co.za/sdo/jse/SDL
COMPANY SECRETARY: Andrew Cooke
CAPITAL STRUCTURE AUTHORISED ISSUED TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
S32 Ords no par value 5 324 000 000 4 529 258 568 SPONSOR: Merchantec Capital
DISTRIBUTIONS [USDc] AUDITORS: BDO Audit (Pty) Ltd.
Ords no par value Ldt Pay Amt CAPITAL STRUCTURE AUTHORISED ISSUED
Interim No 16 5 Mar 24 4 Apr 24 0.40 SDL Ords no par value - 89 750 000
Final No 15 12 Sep 23 12 Oct 23 3.20
LIQUIDITY: Jul24 Avg 6 875 shares p.w., R36 902.8(0.4% p.a.)
LIQUIDITY: Jul24 Avg 7m shares p.w., R479.2m(8.2% p.a.)
40 Week MA SOUTH PD
INDM 40 Week MA SOUTH32
10000
9142
8070
7690
6140
6238
4210
4786
2280
3334
350
2022 | 2023 | 2024
1882
2019 | 2020 | 2021 | 2022 | 2023 | 2024
FINANCIAL STATISTICS
FINANCIAL STATISTICS (Amts in AUD’000) Dec 23 Jun 23 Jun 22
(USD million) Dec 23 Jun 23 Jun 22 Jun 21 Jun 20 Interim Final Final
Interim Final Final Final Final(rst) Wrk Pft - 640 - 1 014 - 1 352
Wrk Revenue 3 133 7 429 9 269 5 476 5 010 NetIntPd(Rcd) - 435 - 325 -
Wrk Pft 75 198 3 724 203 438 Att Inc - 3 153 - 7 176 - 2 498
NetIntPd(Rcd) 9 - 15 31 161 94 TotCompIncLoss - 3 511 - 9 345 - 2 570
Att Inc 53 - 173 2 669 - 195 - 65 Ord SH Int 27 769 31 185 40 279
TotCompIncLoss 33 - 173 2 614 - 165 - 87 Cap Employed 27 769 31 185 40 279
Ord SH Int 9 227 9 376 10 780 8 955 9 563 Inv & Loans - 19 719 22 663
LT Liab 3 538 3 419 3 353 2 561 2 565 Tot Curr Ass 8 416 11 565 18 026
Cap Employed 12 926 13 004 14 439 11 780 12 466 Tot Curr Liab 86 99 410
Mining Ass 8 352 8 050 8 988 8 938 9 680
Inv & Loans 414 499 470 380 460 PER SHARE STATISTICS (cents per share)
Tot Curr Ass 2 706 3 239 4 240 2 922 2 663 HEPS-C (ZARc) - 42.70 95.60 - 199.26
Tot Curr Liab 1 472 1 560 1 897 1 462 1 271 NAV (ZARc) 385.82 415.26 3 175.52
Price Prd End 574 599 6 000
PER SHARE STATISTICS (cents per share) Price High 675 4 500 10 001
HEPS-C (ZARc) 22.42 401.60 905.59 146.40 7.83
Price Low 350 500 2 500
DPS (ZARc) 7.70 150.78 427.15 100.84 50.18 RATIOS
NAV (ZARc) 3 728.26 3 884.44 3 787.44 2 746.83 3 059.26 Ret on SH fund - 22.71 - 23.01 - 6.20
3 Yr Beta 0.90 1.14 1.24 1.11 1.07 Ret on Tot Ass - 2.87 - 4.51 - 3.36
Price Prd End 4 219 4 825 4 402 3 280 2 435
Price High 4 926 5 893 6 250 3 500 3 241
Price Low 3 550 3 913 2 900 2 220 1 637
RATIOS
Ret on SH fund 1.15 - 1.85 24.76 - 2.18 - 0.68
Ret on Tot Ass 0.93 1.49 22.87 0.32 2.55
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