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Profile’s Stock Exchange Handbook: 2024 – Issue 3 JSE – YEB
YeboYethu Ltd. York Timber Holdings Ltd.
YEB YOR
ISIN: ZAE000218483 SHORT: YEBOYETHU CODE: YYLBEE ISIN: ZAE000133450 SHORT: YORK CODE: YRK
REG NO: 2008/014734/06 FOUNDED: 2008 LISTED: 2016 REG NO: 1916/004890/06 FOUNDED: 1916 LISTED: 1946
NATURE OF BUSINESS: YeboYethu (RF) Ltd. (YeboYethu) was NATURE OF BUSINESS: York was incorporated in South Africa with
incorporated on 19 June 2008 under the laws of the Republic of South interests in investment holding. The activities of the Group are undertaken
Africa. YeboYethu Investment Company (RF) (Pty) Ltd. (YeboYethu through the subsidiaries with interests in forestry and fleet management,
Investment) was created on 24 April 2018 as a wholly-owned subsidiary of sawmills, plywood, wholesale, farming of citrus, avocados and macadamias
YeboYethu (collectively, the Group) for the purpose of holding Vodacom and the hospitality industry. The Group operates in South Africa, the
Group Ltd. (Vodacom Group) shares, which shares are held as security for Southern Africa Development Community and international market.
the borrowings incurred from a consortium of funders (Note 15 of the SECTOR: Basic Materials—Basic Resrcs—Ind Metals—Forestry
summarised consolidated financial statements). NUMBER OF EMPLOYEES: 0
The principal activities of the company and the Group as a whole are to: DIRECTORS: Stoltz G (CEO & FD), BrinkAW(ind ne),
•carryonbusinessofacquiring andholdingsharesinVodacomGroup;and Dhlamini L (ind ne), Mbanyele-Ntshinga H (ind ne), Nyanteh M (ind ne),
• receive and distribute dividends and other distributions received by it Solomons A (ne), van der Veen A (alt), Zetler A (ne),
pursuant to its holding in Vodacom Group. Siyotula N (Chair, ind ne), Barnard S (CFO)
SECTOR:Fins—FinServcs—OpEnd&MiscelInvVeh—OpEnd&MiscelInvVeh MAJOR ORDINARY SHAREHOLDERS as at 18 Oct 2023
NUMBER OF EMPLOYEES: 0 Legae Peresec 20.43%
DIRECTORS: Conrad A (ind ne), Fuchs O (ne), Hall A (ind ne), Industrial Development Corporation 20.07%
Kobue K (ne), Lucht U (ne), Roji F (ind ne), Silwanyana B (ind ne), A2 Investment Partners (Pty) Ltd. 11.13%
Walljee T (ne), Mokgatlha T V (Chair, ind ne) POSTAL ADDRESS: PO Box 1191, Sabie, 1260
MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2024 MORE INFO: www.sharedata.co.za/sdo/jse/YRK
Royal Bafokeng Resources Holding (Pty) Ltd. 28.56% COMPANY SECRETARY: Kilgetty Statutory Services (SA) (Pty) Ltd.
Vodacom Siyanda Employee Trust 21.82% TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
MIC Investment Holdings (Pty) Ltd. 11.33%
POSTAL ADDRESS: Private Bag X9904, Sandton, 2146 SPONSOR: One Capital
AUDITORS: Deloitte & Touche Inc.
MORE INFO: www.sharedata.co.za/sdo/jse/YYLBEE
COMPANY SECRETARY: Vodacom Group Ltd. CAPITAL STRUCTURE AUTHORISED ISSUED
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. YRK Ords 5c ea 600 000 000 474 097 739
SPONSORS: Nedbank Corporate and Investment Banking, a division of DISTRIBUTIONS [ZARc]
Nedbank Ltd. Ords 5c ea Ldt Pay Amt
AUDITORS: Ernst & Young Interim 18 Nov 05 28 Nov 05 30.00
CAPITAL STRUCTURE AUTHORISED ISSUED Special 18 Nov 05 28 Nov 05 70.00
YYLBEE Ords no par 100 000 000 52 915 960 LIQUIDITY: Jul24 Avg 2m shares p.w., R2.7m(17.8% p.a.)
DISTRIBUTIONS [ZARc] IDMS 40 Week MA YORK
Ords no par Ldt Pay Amt
FinalNo 23 2 Jul24 8 Jul24 96.00
Interim No 22 11 Dec 23 18 Dec 23 92.00
345
LIQUIDITY: Jul24 Avg 5 571 shares p.w., R150 419.3(0.5% p.a.)
280
FINA 40 Week MA YEBOYETHU
216
7316
151
6173
5030 2019 | 2020 | 2021 | 2022 | 2023 | 2024 86
3887 FINANCIAL STATISTICS
(Amts in ZAR’000) Dec 23 Jun 23 Jun 22 Jun 21 Jun 20
2743 Interim Final Final(rst) Final(rst) Final
Turnover 882 343 1 666 294 1 838 810 1 928 589 1 438 825
1600
2019 | 2020 | 2021 | 2022 | 2023 | 2024 Op Inc 56 152 - 393 537 248 946 219 480 - 82 108
NetIntPd(Rcvd) 15 812 32 422 32 473 44 829 58 032
FINANCIAL STATISTICS
(R million) Mar 24 Mar 23 Mar 22 Mar 21 Mar 20 Att Inc 26 155 - 312 864 182 755 137 069 - 217 637
Final Final Final Final Final TotCompIncLoss 26 155 - 312 265 184 300 138 510 - 217 377
Turnover 727 881 950 939 961 Fixed Ass 903 936 892 703 946 448 927 732 844 129
Op Inc 700 865 933 922 945 Inv & Loans - - - 12 093 84 071
NetIntPd(Rcvd) 710 572 451 473 675 Tot Curr Ass 1 050 034 988 578 776 794 927 891 958 480
Att Inc - 2 119 - 3 114 3 560 1 270 765 Ord SH Int 2 709 666 2 682 931 2 751 049 2 559 581 2 880 872
TotCompIncLoss - 2 119 - 3 114 3 560 1 270 765 LT Liab 956 901 1 045 370 1 224 477 1 235 919 1 314 676
Inv & Loans 11 279 13 968 18 312 14 451 13 392 Tot Curr Liab 606 848 512 506 411 198 550 228 453 495
Tot Curr Ass 14 13 13 15 11 PER SHARE STATISTICS (cents per share)
Ord SH Int 1 667 3 883 7 090 3 643 2 476 HEPS-C (ZARc) 5.00 - 76.00 53.00 42.00 - 70.00
LT Liab 9 621 10 093 11 230 10 818 10 922 NAV PS (ZARc) 579.00 579.00 857.00 805.39 903.45
Tot Curr Liab 4 4 4 5 5 3 Yr Beta 0.99 0.98 0.73 0.32 0.09
PER SHARE STATISTICS (cents per share) Price High 200 305 420 270 185
HEPS-C (ZARc) - 4 004.00 - 5 884.00 6 728.00 2 400.00 1 445.00 Price Low 150 175 173 85 78
DPS (ZARc) 188.00 161.00 220.00 211.00 196.00 Price Prd End 172 196 246 187 86
NAV PS (ZARc) 3 151.18 7 337.78 13 399.09 6 883.77 4 678.27 RATIOS
3 Yr Beta - 0.06 - 0.17 0.40 0.84 0.74 Ret on SH Fnd 1.93 - 11.66 6.64 5.36 - 7.55
Price High 3 600 5 000 5 200 4 650 2 112 Oper Pft Mgn 6.36 - 23.62 13.54 11.38 - 5.71
Price Low 2 400 3 200 3 901 1 571 1 500 D:E 0.44 0.45 0.49 0.56 0.53
Price Prd End 2 450 3 430 4 500 3 922 1 570 Current Ratio 1.73 1.93 1.89 1.69 2.11
RATIOS
Ret on SH Fnd - 127.05 - 80.19 50.21 34.87 30.89
Oper Pft Mgn 96.31 98.13 98.25 98.25 98.27
D:E 5.77 2.60 1.58 2.97 4.41
Current Ratio 3.30 3.07 3.04 2.88 1.97
Div Cover - 21.30 - 36.55 30.58 11.37 7.37
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