Page 195 - Profile's Stock Exchange Handbook -2024 Issue 4

Profile’s Stock Exchange Handbook: 2024 – Issue 4 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
andmanganesefromitsoperationsinAustralia,Southern Africa andSouth project is located on the Eastern Limb of the Bushveld Complex, which
America. With a focus on growing our base metals exposure, South32 also contains more than 70% of the world’s known PGM Resources. With its
has 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: 9 616 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), 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), Thomson
MAJOR ORDINARY SHAREHOLDERS as at 23 Aug 2024 R(ind ne), van Heerden D (ne), Baxter R (Chair), Odendaal N J (CEO)
Blackrock Group 5.58% MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2023
The Vanguard Group Inc. 5.08% Nicolas Daniel Resources (Pty) Ltd. 14.11%
JP Morgan Nominees Australia Ltd. 5.01% Nurinox Investments (Pty) Ltd. 9.28%
MORE INFO: www.sharedata.co.za/sdo/jse/S32 Robert Napier Keith 5.85%
COMPANY SECRETARY: Claire Tolcon POSTAL ADDRESS: Level 1, 283 George Street, Sydney, NSW, 2000
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. MORE INFO: www.sharedata.co.za/sdo/jse/SDL
SPONSOR: Standard Bank of SA Ltd. COMPANY SECRETARY: Andrew Cooke
AUDITORS: KPMG Inc. TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
SPONSOR: Merchantec Capital
CAPITAL STRUCTURE AUTHORISED ISSUED
S32 Ords no par value 5 324 000 000 4 528 343 579 AUDITORS: BDO Audit (Pty) Ltd.
CAPITAL STRUCTURE AUTHORISED ISSUED
DISTRIBUTIONS [USDc]
Ords no par value Ldt Pay Amt SDL Ords no par value - 89 750 000
Final No 17 17 Sep 24 17 Oct 24 3.10 LIQUIDITY: Oct24 Avg 9 819 shares p.w., R52 014.8(0.6% p.a.)
Interim No 16 5 Mar 24 4 Apr 24 0.40
40 Week MA SOUTH PD
LIQUIDITY: Oct24 Avg 7m shares p.w., R477.0m(8.5% p.a.)
10000
INDM 40 Week MA SOUTH32
8070
9142
6140
7690
4210
6238
2280
4786
350
3334 2022 | 2023 | 2024
FINANCIAL STATISTICS
1882
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (Amts in AUD’000) Jun 24 Jun 23 Jun 22
Final Final Final
FINANCIAL STATISTICS
(USD million) Jun 24 Jun 23 Jun 22 Jun 21 Jun 20 Wrk Pft - 1 353 - 1 014 - 1 352
Final Final(rst) Final Final Final(rst) NetIntPd(Rcd) - 906 - 325 -
Wrk Revenue 5 479 5 646 9 269 5 476 5 010 Att Inc - 6 725 - 7 176 - 2 498
Wrk Pft - 676 - 707 3 724 203 438 TotCompIncLoss - 6 395 - 9 345 - 2 570
NetIntPd(Rcd) 11 - 22 31 161 94 Ord SH Int 24 975 31 185 40 279
Minority Int - 2 - - - - Cap Employed 24 975 31 185 40 279
Att Inc - 203 - 618 2 669 - 195 - 65 Inv & Loans 19 659 19 719 22 663
TotCompIncLoss - 228 - 173 2 614 - 165 - 87 Tot Curr Ass 5 453 11 565 18 026
Ord SH Int 8 960 9 376 10 780 8 955 9 563 Tot Curr Liab 138 99 410
LT Liab 3 265 3 419 3 353 2 561 2 565 PER SHARE STATISTICS (cents per share)
Cap Employed 12 401 13 004 14 439 11 780 12 466 HEPS-C (ZARc) - 91.95 95.60 - 199.26
Mining Ass 6 503 8 050 8 988 8 938 9 680 NAV (ZARc) 338.97 415.26 3 175.52
Inv & Loans 396 499 470 380 460 Price Prd End 450 599 6 000
Tot Curr Ass 2 574 3 239 4 240 2 922 2 663 Price High 675 4 500 10 001
Tot Curr Liab 1 844 1 560 1 897 1 462 1 271 Price Low 350 500 2 500
PER SHARE STATISTICS (cents per share) RATIOS
HEPS-C (ZARc) 121.55 401.60 905.59 146.40 7.83 Ret on SH fund - 26.93 - 23.01 - 6.20
DPS (ZARc) 63.07 150.78 427.15 100.84 50.18 Ret on Tot Ass - 3.84 - 4.51 - 3.36
NAV (ZARc) 3 600.69 3 884.44 3 787.44 2 746.83 3 059.26
3 Yr Beta 0.89 1.14 1.24 1.11 1.07
Price Prd End 4 448 4 825 4 402 3 280 2 435
Price High 5 018 5 893 6 250 3 500 3 241
Price Low 3 479 3 913 2 900 2 220 1 637
RATIOS
Ret on SH fund - 2.29 - 6.59 24.76 - 2.18 - 0.68
Ret on Tot Ass - 5.32 - 3.10 22.87 0.32 2.55
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