Page 119 - Profile's Stock Exchange Handbook - 2025 Issue 3
P. 119

Profile’s Stock Exchange Handbook: 2025 - Issue 3                         JSE - FRO

         Frontier Transport Holdings Ltd.                 Gemfields Group Ltd.

       ISIN: ZAE000300505   SHORT: FRONTIERT   CODE: FTH  ISIN: GG00BG0KTL52   SHORT: GEMFIELDS   CODE: GML
       REG NO: 2015/250356/06   FOUNDED: 2015   LISTED: 2018  REG NO: 47656   FOUNDED: 2007   LISTED: 2008
       NATURE  OF  BUSINESS:  The  current  portfolio  is  rooted  in  the   NATURE  OF  BUSINESS:  Gemfields  is  a  world-leading  responsible
        commuter bus and luxury coach segments. Through its principal   miner  and  marketer  of  coloured  gemstones.  Gemfields  is  the
        subsidiary  Golden  Arrow  Bus  Services,  with  over  160  years  of   operator  and  75%  owner  of  both  the  Kagem  emerald  mine  in
        proven  operational  expertise. The  company  aims  to  harness  the   Zambia  (believed  to  be  the  world’s  single  largest  producing
        combined institutional knowledge and skills sets to pursue further   emerald  mine)  and  the  Montepuez  ruby  mine  in  Mozambique
        prospects in bus and coach operations and potential entrées into   (one of the most significant recently discovered ruby deposits in
        freight, rail and logistics operations.    the world). In addition, Gemfields also holds controlling interests
       SECTOR: ConsDisr--Travel&Leis--Travel&Leis--Travel&Tour  in  various  other  gemstone  mining  and  prospecting  licences  in
       NUMBER OF EMPLOYEES: 0                      Zambia, Mozambique, Ethiopia and Madagascar.
       DIRECTORS: Govender K (ne), Govender L (ld ind ne), Magugu M F   SECTOR: Basic Materials--Basic Resrcs--Precious Met & Min--Dia & Gem
        (ind ne), Seftel L (ind ne), Watson R D (ind ne), Shaik Y (Chair, ne),   NUMBER OF EMPLOYEES: 3 783
        Meyer F E (CEO), Wilkin M L (CFO)         DIRECTORS: Daly K (ne), du Preez L J (ne), Mmela K (ld ind ne),
       MAJOR ORDINARY SHAREHOLDERS as at 31 Mar 2024   Reilly M (ind ne, UK), Sacco P E (ne), Scott S (ind ne),
        HCI                               81.88%   Cleaver B (Chair, ne), Gilbertson S (CEO), Lovett D (CFO, UK)
       POSTAL ADDRESS: PO Box 115, Cape Town, 8000  MAJOR ORDINARY SHAREHOLDERS as at 31 Dec 2024
       MORE INFO: www.sharedata.co.za/sdo/jse/FTH  Assore International Holdings Ltd.   29.14%
       COMPANY SECRETARY: HCI Managerial Services (Pty) Ltd.  Rational Expectations (Pty) Ltd.   13.82%
       TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.  Oasis Group Holdings   7.74%
       SPONSOR: Investec Bank Ltd.                POSTAL ADDRESS: PO Box 186, Royal Chambers, St. Julian’s Avenue,
       AUDITORS: BDO Cape Inc.                     St. Peter Port, Guernsey, Channel Islands, GY1 4HP
       CAPITAL STRUCTURE      Authorised  Issued  MORE INFO: www.sharedata.co.za/sdo/jse/GML
       FTH     Ords no par val    1 000 000 000     293 291 217  COMPANY SECRETARY: Toby Hewitt
                                                  TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
       DISTRIBUTIONS [ZARc]                       SPONSOR: Investec Bank Ltd.
       Ords no par val   Ldt      Pay       Amt   AUDITORS: Ernst & Young LLP
       Final No 14    17 Jun 25  23 Jun 25  37.20  CAPITAL STRUCTURE     Authorised   Issued
       Interim No 13  10 Dec 24  17 Dec 24  25.90  GML    Ords USD0.001c ea    -    1 724 230 526
       LIQUIDITY: Jul25 Avg 96 286 shares p.w., R692 942.0(1.7% p.a.)
                                                  DISTRIBUTIONS [USDc]
         FRONTIERT  40 Week MA  TRAV              Ords USD0.001c ea  Ldt      Pay      Amt
                                           900
                                                  Final No 3      4 Jun 24  24 Jun 24  0.86
                                           800    Final No 2     24 Apr 23  12 May 23  2.88
                                           700    LIQUIDITY: Jul25 Avg 2m shares p.w., R3.1m(5.6% p.a.)
                                           600
                                                    GEMFIELDS  40 Week MA  MINI
                                           500                                        450
                                                                                      400
                                           400
                                                                                      350
                                           300
                                                                                      300
                                           200
          2021   2022   2023   2024   2025                                            250
                                                                                      200
       FINANCIAL STATISTICS                                                           150
       (R ’000)    Mar 25   Mar 24  Mar 23   Mar 22   Mar 21                          100
                     Final  Final  Final  Final  Final                                50
       Turnover    3 037 003 2 605 820 2 393 841 2 080 002 1 641 025  2021  2022  2023  2024  2025
       Op Inc      637 976  575 481  458 248  447 798  385 336
       NetIntPd(Rcvd)  893  - 33 084 - 19 114  3 905  16 695  FINANCIAL STATISTICS
       Minority Int  6 766  4 512  - 30  - 4 422  - 6 066      Dec 24   Dec 23  Dec 22   Dec 21   Dec 20
       Att Inc     380 571  389 940  277 489  261 199  204 799  (USD ’000)  Final  Final  Final  Final  Final
       TotCompIncLoss  387 763  397 213  283 292  260 772  191 026  Turnover  212 852  262 019  341 106  257 706  34 567
       Fixed Ass   1 879 818 1 682 550 1 577 512 1 588 298 1 660 242  Op Inc  - 97 953  17 387  116 543  107 634  - 96 287
       Inv & Loans     -     -    -   5 882   -   NetIntPd(Rcvd)  5 668  818  1 888  3 211  2 915
       Tot Curr Ass  857 582  606 420  796 606  699 181  588 632  Minority Int  - 18 653  7 261  17 489  14 230  - 7 945
       Ord SH Int  1 626 624 1 381 031 1 546 627 1 426 504 1 292 472  Att Inc  - 82 143  - 10 090  56 779  50 733  - 85 282
       Minority Int  7 047  525  - 3 857  - 12 651  - 8 229  TotCompIncLoss  - 101 516  - 2 405  72 291  65 710  - 90 322
       LT Liab     643 517  504 350  444 301  491 967  597 413  Fixed Ass  338 697  356 589  336 765  342 617  362 734
       Tot Curr Liab  502 810  440 382  423 225  419 490  420 743  Inv & Loans  -  4 000  32 000  37 200  29 600
       PER SHARE STATISTICS (cents per share)     Tot Curr Ass  219 487  241 618  328 790  297 570  198 783
       HEPS-C (ZARc)  127.79  132.40  96.07  90.75  70.01  Ord SH Int  345 723  438 172  490 509  464 506  412 573
       DPS (ZARc)    63.10  48.40  57.00  52.00  44.00  Minority Int  57 054  85 321  90 588  79 695  70 443
       NAV PS (ZARc)  555.46  464.71  532.23  491.90  445.68  LT Liab  106 737  83 108  89 490  109 579  114 185
       3 Yr Beta     0.30  0.32  0.17  0.41   -   Tot Curr Liab  101 720  91 290  103 538  90 004  59 509
       Price High    850   796   580   600   781  PER SHARE STATISTICS (cents per share)
       Price Low     574   450   408   300   270  HEPS-C (ZARc)  - 38.49  - 16.59  78.62  69.51  - 98.76
       Price Prd End  686  645   510   500   349  DPS (ZARc)      -   15.75  75.18  25.06  -
       RATIOS                                     NAV PS (ZARc)  559.14  687.33  687.29  633.22  512.75
       Ret on SH Fnd  23.71  28.55  17.98  18.16  15.47  3 Yr Beta  0.18  - 0.18  0.21  0.28  0.36
       Oper Pft Mgn  21.01  22.08  19.14  21.53  23.48  Price High  360  434  400  330  220
       D:E           0.45  0.42  0.35  0.42  0.59  Price Low     116  285   260   124   103
       Current Ratio  1.71  1.38  1.88  1.67  1.40  Price Prd End  154  314  385  304   135
       Div Cover     2.06  2.77  1.68  1.73  1.61  RATIOS
                                                  Ret on SH Fnd  - 25.03  - 0.54  12.78  11.94  - 19.30
                                                  Oper Pft Mgn  - 46.02  6.64  34.17  41.77  - 278.55
            This publication is also              D:E           0.40  0.24  0.18  0.25  0.30
                                                                           3.18
                                                                                 3.31
                                                                                       3.34
                                                  Current Ratio
                                                                2.16
                                                                      2.65
              available online                    Div Cover       -   - 0.94  1.05  2.54  -
            Visit www.profile.co.za/SHB
          or scan the QR code to read the ebook
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