Page 92 - Profile's Stock Exchange Handbook - 2025 Issue 1

JSE – BLU Profile’s Stock Exchange Handbook: 2025 – Issue 1
Blue Label Telecoms Ltd. Bowler Metcalf Ltd.
BLU BOW
ISIN: ZAE000109088 SHORT: BLUETEL CODE: BLU ISIN: ZAE000030797 SHORT: BOWCALF CODE: BCF
REG NO: 2006/022679/06 FOUNDED: 2001 LISTED: 2007 REG NO: 1972/005921/06 FOUNDED: 1972 LISTED: 1987
NATURE OF BUSINESS: Blue Label Telecoms’ core business is the virtual NATURE OF BUSINESS: The group carries on the business of
distribution of secure electronic tokens of value and transactional services manufacturing plastics, plastic mouldings and carbonated soft drinks.
across its global footprint of touch points. The Group’s stated strategy is to SECTOR: Inds—IndsGoods&Services—GeneralIndustr—Cont&Pckgng
extend its global footprint of touch points, both organically and NUMBER OF EMPLOYEES: 804
acquisitively, to meet the significant demand for the delivery of multiple DIRECTORS: Gillett SonnenbergSJ(ld ind ne),
prepaid products and services through a single distributor, across various MacGillivrayFC(ind ne), van Duyn D (ne), Brain M (Chair, ld ind ne),
delivery mechanisms and via numerous merchants or vendors. Sass P F (CEO), Böhler G A (CFO)
SECTOR:Telecoms—Telecoms—TelecomServiceProvider—TelecomServices MAJOR ORDINARY SHAREHOLDERS as at 30 Jun 2024
NUMBER OF EMPLOYEES: 2 505 Camissa Asset Management (Pty) Ltd. 16.50%
DIRECTORS: Masondo H (ind ne), MnxasanaNP(ind ne), Aylett & Co 14.00%
Mthimunye J (ind ne), MthimunyeLE(ind ne), VilakaziJS(ind ne), Old Mutual 8.31%
Nestadt L M (Chair, ind ne), Levy B M (Joint CEO), POSTAL ADDRESS: PO Box 92, Ottery, 7808
Levy M S (Joint CEO), Suntup D (FD) MORE INFO: www.sharedata.co.za/sdo/jse/BCF
MAJOR ORDINARY SHAREHOLDERS as at 03 Jan 2025 COMPANY SECRETARY: Andre C September
Shotput Investments (Pty) Ltd. 10.95% TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
Levy B M 9.56% SPONSOR: AcaciaCap Advisors Sponsors (Pty) Ltd.
Levy M S 8.75%
POSTAL ADDRESS: PO Box 652261, Benmore, 2010 AUDITORS: Mazars Inc.
MORE INFO: www.sharedata.co.za/sdo/jse/BLU CAPITAL STRUCTURE AUTHORISED ISSUED
COMPANY SECRETARY: Janine van Eden BCF Ords no par value 189 850 000 74 703 569
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd. DISTRIBUTIONS [ZARc]
SPONSOR: Investec Bank Ltd. Ords no par value Ldt Pay Amt
AUDITORS: SNG Grant Thornton Inc. Final No 70 22 Oct 24 28 Oct 24 37.80
CAPITAL STRUCTURE AUTHORISED ISSUED Interim No 69 18 Mar 24 25 Mar 24 24.00
BLU Ords 0.0001c ea 2 000 000 000 913 655 873 LIQUIDITY: Jan25 Avg 77 861 shares p.w., R897 507.6(5.4% p.a.)
DISTRIBUTIONS [ZARc] GENI 40 Week MA BOWCALF
Ords 0.0001c ea Ldt Pay Amt
1970
Final No 8 12 Sep 17 18 Sep 17 40.00
Final No 7 13 Sep 16 19 Sep 16 36.00
1662
LIQUIDITY: Jan25 Avg 3m shares p.w., R13.4m(15.9% p.a.)
1354
FTEL 40 Week MA BLUETEL
1046
715
737
605
495 2020 | 2021 | 2022 | 2023 | 2024 | 429
386 FINANCIAL STATISTICS
(Amts in ZAR’000) Jun 24 Jun 23 Jun 22 Jun 21 Jun 20
276 Final Final Final Final Final
Turnover 860 914 717 012 673 100 635 500 558 700
166
2020 | 2021 | 2022 | 2023 | 2024 | Op Inc 120 866 72 837 100 000 111 195 89 900
NetIntPd(Rcvd) - 25 462 - 19 542 - 14 400 - 15 556 - 25 398
FINANCIAL STATISTICS
(R million) May 24 May 23 May 22 May 21 May 20 Att Inc 107 325 68 698 82 700 91 485 82 498
Final Final Final Final Final TotCompIncLoss 107 325 68 698 82 700 91 485 82 400
Turnover 14 598 18 918 17 806 18 821 21 135 Fixed Ass 353 033 273 447 247 200 212 952 159 341
Op Inc 1 062 1 126 1 524 1 171 636 Inv & Loans 49 621 68 615 72 000 147 666 5 051
NetIntPd(Rcvd) 219 271 120 72 152 Tot Curr Ass 514 258 494 803 479 000 459 789 588 297
Minority Int 12 19 65 47 95 Ord SH Int 801 926 728 180 704 300 732 765 681 020
Att Inc 647 269 1 027 831 124 LT Liab 39 015 30 576 28 300 22 158 28 914
TotCompIncLoss 653 286 1 099 821 221 Tot Curr Liab 76 998 84 773 75 300 72 641 56 990
Fixed Ass 215 224 195 194 199 PER SHARE STATISTICS (cents per share)
Inv & Loans 39 65 49 44 37 HEPS-C (ZARc) 161.38 102.96 116.25 127.31 112.75
Tot Curr Ass 9 807 9 018 9 830 8 629 7 996 DPS (ZARc) 61.80 40.40 46.40 51.40 46.50
Ord SH Int 5 010 4 328 4 088 3 198 2 441 NAV PS (ZARc) 1 074.00 975.00 925.10 935.53 869.50
Minority Int 102 112 100 35 44 3 Yr Beta - 0.22 0.32 0.42 0.05 - 0.16
LT Liab 3 352 2 247 784 238 209 Price High 1 200 1 100 1 300 1 180 800
Tot Curr Liab 6 673 8 032 8 358 7 980 7 660 Price Low 690 800 901 720 624
PER SHARE STATISTICS (cents per share) Price Prd End 1 100 1 000 965 936 723
HEPS-C (ZARc) 73.64 41.97 117.34 83.32 48.73 RATIOS
NAV PS (ZARc) 558.91 489.82 466.23 363.66 267.29 Ret on SH Fnd 13.38 9.43 11.74 12.48 12.11
3 Yr Beta 0.66 0.57 1.25 1.59 1.57 Oper Pft Mgn 14.04 10.16 14.86 17.50 16.09
Price High 478 750 664 543 522 D:E 0.05 0.04 0.04 0.03 0.04
Price Low 235 341 402 240 152 Current Ratio 6.68 5.84 6.36 6.33 10.32
Price Prd End 430 362 563 460 253 Div Cover 2.53 2.45 2.51 2.48 2.39
RATIOS
Ret on SH Fnd 12.90 6.49 26.08 27.16 8.82
Oper Pft Mgn 7.27 5.95 8.56 6.22 3.01
D:E 0.88 1.01 0.69 0.60 1.02
Current Ratio 1.47 1.12 1.18 1.08 1.04
90