Page 180 - Profile's Stock Exchange Handbook - 2025 Issue 2

JSE – REN Profile’s Stock Exchange Handbook: 2025 – Issue 2
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 a liquefied helium and liquefied NATURE OF BUSINESS: Resilient has been listed on the JSE since 6
natural gas producer with the country’s only onshore Petroleum December 2002 and is a retail-focused Real Estate Investment Trust
Production Right (issued by the Department of Mineral Resources and (“REIT”).Itsstrategyistoinvestindominantretailcentreswithaminimum
Energy (DMRE). of three anchor tenants and let predominantly to national retailers.
Renergen’s principal asset is our 94.5% equity ownership in Tetra4, the SECTOR: RealEstate—RealEstate—REITS—Retail
entity developing the Virginia Gas Project. NUMBER OF EMPLOYEES: 30
SECTOR: AltX DIRECTORS: Bird S (ind ne), GordonDK(ind ne), Kriek J J, Marole M
NUMBER OF EMPLOYEES: 66 LD(ind ne), Phili P (ind ne), SishubaTS(ind ne), van WykBD(ind ne),
DIRECTORS: Hlatshwayo D (ind ne), SwanaMB(ind ne), Olivier A (Chair, ind ne), de Beer D (CEO), Muller M (CFO)
King D C (Chair, ne, UK), Marani S (CEO), Harvey B (FD), Mitchell N MAJOR ORDINARY SHAREHOLDERS as at 10 Jan 2025
(COO) Public Investment Corporation SOC Ltd. 15.71%
MAJOR ORDINARY SHAREHOLDERS as at 05 Feb 2025 Delsa Investments (Pty) Ltd. 8.80%
Mazi Asset Management 13.53% Resilient Properties (Pty) Ltd. 8.26%
MATC Investment (Pty) Ltd. 5.91% POSTAL ADDRESS: PO Box 2555, Rivonia, 2128
CRT Investment Holding (Pty) Ltd. 5.83% MORE INFO: www.sharedata.co.za/sdo/jse/RES
POSTAL ADDRESS: Postnet Suite 610, Private Bag X10030, Randburg, COMPANY SECRETARY: Sue Hsieh
2125 TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd.
MORE INFO: www.sharedata.co.za/sdo/jse/REN SPONSOR: Java Capital (Pty) Ltd.
COMPANY SECRETARY: Acorim (Pty) Ltd. AUDITORS: PwC Inc.
TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
DESIGNATED ADVISOR: PSG Capital (Pty) Ltd. CAPITAL STRUCTURE AUTHORISED ISSUED
AUDITORS: Mazars RES Ords no par value 1 000 000 000 365 204 738
CAPITAL STRUCTURE AUTHORISED ISSUED DISTRIBUTIONS [ZARc]
REN Ords no par value 500 000 000 155 047 410 Ords no par value Ldt Pay Amt
Final No 44 8 Apr 25 14 Apr 25 221.28
LIQUIDITY: Apr25 Avg 1m shares p.w., R11.1m(47.4% p.a.) Interim No 43 3 Sep 24 9 Sep 24 218.97
JS6012 40 Week MA RENERGEN
LIQUIDITY: Apr25 Avg 3m shares p.w., R186.7m(49.1% p.a.)
5153 REIV 40 Week MA RESILIENT
6266
4196
3239 5563
2282 4861
1325 4158
368 3456
2021 | 2022 | 2023 | 2024 |
FINANCIAL STATISTICS 2020 | 2021 | 2022 | 2023 | 2024 | 2753
(Amts in ZAR’000) Aug 24 Feb 24 Feb 23 Feb 22 Feb 21
Interim Final Final Final Final FINANCIAL STATISTICS
Turnover 25 609 28 952 12 687 2 637 1 925 (R million) Dec 24 Dec 23 Dec 22 Dec 21 Jun 21
Final Final(rst) Final(rst)
Final Final(rst)
Op Inc - 65 126 - 135 097 - 35 524 - 38 361 - 46 773
NetIntPd(Rcvd) 19 748 11 894 908 3 942 4 019 Operatng Proft 2 131 1 996 2 128 950 1 672
967
Minority Int - 3 241 481 - - - Total Inc 2 293 2 118 2 181 1 892 1 684
Attrib Inc
3 789
213
2 880
3 529
Att Inc - 67 472 - 110 273 - 26 725 - 33 750 - 42 620
3 612
3 720
2 077
440
2 380
TotCompIncLoss - 70 809 109 756 - 26 725 - 33 750 - 42 620 TotCompIncLoss 23 050 21 968 19 842 20 424 19 231
Ord UntHs Int
Fixed Ass 2 066 740 1 877 132 1 371 748 807 027 475 558
Tot Curr Ass 196 488 599 126 171 525 156 377 154 786 Investmnt Prop 29 386 28 348 26 799 23 933 22 482
277
290
316
285
338
Tot Curr Ass
Ord SH Int 1 177 827 1 243 647 840 204 286 312 206 408
Total Ass 38 056 35 698 33 236 32 429 30 341
Minority Int 74 215 77 456 - - -
LT Liab 733 712 816 467 860 323 803 949 541 476 Tot Curr Liab 3 418 5 154 3 808 4 982 3 435
Tot Curr Liab 469 630 571 557 200 354 74 433 32 478 PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) 341.91 393.95 536.41 231.60 65.31
PER SHARE STATISTICS (cents per share) DPS (ZARc) 440.25 406.24 438.03 421.41 428.81
HEPS-C (ZARc) - 45.73 - 75.07 - 19.86 - 27.73 - 36.29
NAV PS (ZARc) 6 971.00 6 571.00 5 826.00 5 658.00 4 959.43
NAV PS (ZARc) 798.37 842.98 580.46 231.02 175.65
0.63
1.45
1.54
1.58
0.76
3 Yr Beta 0.84 0.97 0.98 0.68 0.75 3 Yr Beta 5 876 4 429 5 375 5 562 4 854
Price Prd End
Price High 1 450 2 440 4 390 4 200 2 077
Price Low 812 900 2 012 1 550 958 Price High 6 248 5 625 6 000 5 678 5 120
4 561
4 686
4 087
Price Low
3 625
2 791
Price Prd End 1 130 1 087 2 035 3 713 1 920
RATIOS RATIOS
1.04
Ret on SH Fnd - 11.30 - 8.31 - 3.18 - 11.79 - 20.65 RetOnSH Funds 11.30 15.50 19.84 19.47 - 1.71
12.59
7.31
6.47
RetOnTotAss
7.41
Oper Pft Mgn - 254.31 - 466.62 - 280.00 - 1 454.72 - 2 429.77
D:E 0.85 0.99 1.15 2.98 2.62 Debt:Equity 0.57 0.56 0.59 0.47 0.47
7.44
7.25
7.04
7.94
7.94
OperRetOnInv
Current Ratio 0.42 1.05 0.86 2.10 4.77
OpInc:Turnover 58.36 59.05 60.74 58.46 58.36
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