View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsRoyal Bafokeng Platinum 配当と自社株買い配当金 基準チェック /06Royal Bafokeng Platinum配当金を支払った記録がありません。主要情報n/a配当利回り-0.0004%バイバック利回り総株主利回り-0.0004%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向202%最近の配当と自社株買いの更新Upcoming Dividend • Mar 22Upcoming dividend of R5.35 per share at 5.3% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.6%).Upcoming Dividend • Aug 17Upcoming dividend of R2.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).Upcoming Dividend • Mar 23Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).お知らせ • Mar 10Royal Bafokeng Platinum Limited Declares Final Dividend, Payable 4 April 2022Royal Bafokeng Platinum Limited declared a gross cash final dividend of 535.0 cents per share, equating to ZAR 1.5 billion. The dividend was declared from retained earnings and will be subject to a dividend withholding tax of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of withholding tax. The net dividend payable to shareholders subject to the withholding tax rate of 20% amounts to 428.0 cents per ordinary share. The issued share capital at the declaration date is 289,016,546 ordinary shares and the Company's tax number is 9512379166. Trading ex-dividend commences 30 March 2022, Record date is 1 April 2022 and Dividend payment date is 4 April 2022.Upcoming Dividend • Aug 18Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 30 August 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (6.4%).すべての更新を表示Recent updatesお知らせ • Aug 19+ 1 more updateRoyal Bafokeng Platinum Limited Announces Expiration of Contract of Mr. Stephen Phiri as Chief Executive Officer, Effective August 31, 2023Royal Bafokeng Platinum Limited announced expiration of contract of Mr. Stephen Phiri as Chief Executive Officer with effect from August 31, 2023.お知らせ • Jul 27+ 1 more updateRoyal Bafokeng Platinum Limited(JSE:RBP) dropped from FTSE All-World Index (USD)Royal Bafokeng Platinum Limited(JSE:RBP) dropped from FTSE All-World Index (USD)お知らせ • Jun 29Royal Bafokeng Platinum Limited Announces Further Extension of Appointment of Interim Chief Financial OfficerRoyal Bafokeng Platinum Limited announced that Shareholders are referred to the SENS announcements published on 26 September 2022 and 2 December 2022 wherein shareholders were advised that due to the ongoing process regarding the mandatory offer ("Implats Offer") by Impala Platinum Holdings Limited ("Implats"), the board of directors of RBPlat (the "Board") resolved to pause the appointment of a full-time chief financial officer ("CFO") and executive director until the conclusion of the Implats Offer and the Board has clarity on the direction of the Company. The Board, accordingly extended the period during which Ms Rotshidzwa Manenzhe fulfils the role of interim CFO to 30 June 2023. Due to the ongoing Implats Offer, the Board has decided to continue to pause the appointment of a full-time CFO and executive director until the conclusion of the corporate action and the Board has clarity of the direction of the Company. The Board, together with the audit and risk committee, having considered the requirements of the Company with regards to its financial director, as well as Ms Manenzhe's familiarity and experience with the Group's financial requirements, has extended the period during which Ms Manenzhe fulfils the role of interim CFO to 31 December 2023. The Company has obtained formal dispensation from the JSE in this regard.New Risk • Jun 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 46% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Profit margins are more than 30% lower than last year (21% net profit margin).Upcoming Dividend • Mar 22Upcoming dividend of R5.35 per share at 5.3% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.6%).Board Change • Mar 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Hanre Rossouw was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 09Full year 2022 earnings released: EPS: R11.46 (vs R23.32 in FY 2021)Full year 2022 results: EPS: R11.46 (down from R23.32 in FY 2021). Revenue: R15.9b (down 3.1% from FY 2021). Net income: R3.32b (down 49% from FY 2021). Profit margin: 21% (down from 40% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 24+ 1 more updateRoyal Bafokeng Platinum Limited to Report Fiscal Year 2022 Results on Mar 08, 2023Royal Bafokeng Platinum Limited announced that they will report fiscal year 2022 results on Mar 08, 2023お知らせ • Nov 11Northam Platinum Holdings Limited (JSE:NPH) intention to make the Offer to acquire remaining 62.2% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.4 billion.Northam Platinum Holdings Limited (JSE:NPH) intention to make the Offer to acquire remaining 62.2% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.4 billion on November 9, 2022. Under the terms of transaction, Northam Platinum will acquire 189 million shares at offer consideration of SAR 172.70 per RBPlat Share. Offer consideration to be settled fully in cash or, subject to the level of acceptance of the offer, a combination of cash and Northam Holdings shares. Maximum aggregate cash amount of the Offer Consideration is ZAR 10 billion (“Maximum Cash Consideration”). The Maximum Cash Consideration will be funded from Northam’s available cash reserves and debt facilities. Northam Holdings Shares to be issued to Offer Participants in settlement of the Share Consideration will be 115,730, 669 Northam Holdings Shares (“Maximum Offer Consideration Shares”).Northam Holdings currently holds 100,219,552 RBPlat Shares, representing c. 34.52% of all RBPlat Shares in issue. Northam has advised in the Firm Intention Announcement that the Northam Offer Circular will be issued by Northam within 20 business days of the publication of the Firm Intention Announcement, being on or about 7 December 2022, RBPlat has constituted an independent board of directors committee for the purpose of this Offer. The Independent Board will appoint an independent expert, to issue a report on the Offer and to express an opinion on whether the terms and conditions of the Offer are fair and reasonable to RBPlat Shareholders. If the Offer is accepted by Offer Participants holding at least 90% of the RBPlat Shares in issue other than Treasury Shares and any RBPlat Shares held before the Offer by Northam Holdings then it can compulsorily acquire all of the Offer Shares held by the Remaining RBPlat Shareholders. Offer will be subject to the level of acceptance of the Offer by the Eligible RBPlat Shareholders and the number of RBPlat Shares acquired by Northam in terms of the Additional Acquisitions. Offer Shares as will result in Northam acquiring at least 50% + 1 of the RBPlat Shares in issuewill be subject to the level of acceptance of the Offer by the Eligible RBPlat Shareholders and the number of RBPlat Shares acquired by Northam in terms of the Additional Acquisitions Questco Proprietary Limited acted as Lead Corporate & Financial Advisor to to RBPlat. Merrill Lynch South Africa Proprietary Limited & Rothschild & Co South Africa Proprietary Limited acted as Financial Advisor & Bowman Gilfillan Inc. acted as legal advisor to RBPlat. One capital acted as financial advisor & Webber Wentzel acted as legal advisor to Northam Platinum.Upcoming Dividend • Aug 17Upcoming dividend of R2.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).Reported Earnings • Aug 03First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R4.89b from profit in 1H 2021). Profit margin: (down from 51% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 20%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Royal Bafokeng Platinum Limited to Report First Half, 2022 Results on Aug 02, 2022Royal Bafokeng Platinum Limited announced that they will report first half, 2022 results on Aug 02, 2022Upcoming Dividend • Mar 23Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).お知らせ • Mar 10Royal Bafokeng Platinum Limited Declares Final Dividend, Payable 4 April 2022Royal Bafokeng Platinum Limited declared a gross cash final dividend of 535.0 cents per share, equating to ZAR 1.5 billion. The dividend was declared from retained earnings and will be subject to a dividend withholding tax of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of withholding tax. The net dividend payable to shareholders subject to the withholding tax rate of 20% amounts to 428.0 cents per ordinary share. The issued share capital at the declaration date is 289,016,546 ordinary shares and the Company's tax number is 9512379166. Trading ex-dividend commences 30 March 2022, Record date is 1 April 2022 and Dividend payment date is 4 April 2022.お知らせ • Feb 25+ 1 more updateRoyal Bafokeng Platinum Limited Provides Earnings Guidance for the Year Ended 31 December 2021Royal Bafokeng Platinum Limited provided earnings guidance for the year ended 31 December 2021. The company anticipates basic earnings per share (EPS) for the period to be between 2,153.0 cents and 2,422.0 cents (an increase of between 57.2% and 76.8%) compared to basic EPS of 1,369.9 cents for the year ended 31 December 2020.Recent Insider Transactions • Dec 08CEO & Executive Director recently sold €4.8m worth of stockOn the 2nd of December, Stephen Phiri sold around 565k shares on-market at roughly €8.44 per share. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.お知らせ • Dec 08Northam Platinum Holdings Limited (JSE:NPH) acquired additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for ZAR 1 billion.Northam Platinum Holdings Limited (JSE:NPH) acquired additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for ZAR 1 billion on December 7, 2021. Northam Platinum Holdings Limited (JSE:NPH) completed the acquisition of additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) on December 7, 2021.Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. CFO, Financial Director & Executive Director Hanre Rossouw was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €7.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 483% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.29 per share.Executive Departure • Nov 26Non-Executive Director Hermann Lucht has left the companyOn the 24th of November, Hermann Lucht's tenure as Non-Executive Director ended after 2.2 years in the role. We don't have any record of a personal shareholding under Hermann's name. Hermann is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.08 years.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €7.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.80 per share.Board Change • Oct 31High number of new directorsLead Independent Director Mark Moffett was the last director to join the board, commencing their role in 2021.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to €6.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 378% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.91 per share.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.96, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 247% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.62 per share.Upcoming Dividend • Aug 18Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 30 August 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (6.4%).Reported Earnings • Aug 05First half 2021 earnings released: EPS R18.40 (vs R3.38 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R9.58b (up 108% from 1H 2020). Net income: R4.89b (up 463% from 1H 2020). Profit margin: 51% (up from 19% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Royal Bafokeng Platinum Limited Provides Production and Earnings Guidance for the Six Months Ended June 30, 2021Royal Bafokeng Platinum Limited provided production and earnings guidance for the six months ended June 30, 2021. Royal Bafokeng Platinum Limited is in the process of finalizing its financial results for the six months ended 30 June 2021. Despite the continued impact of the global Covid-19 pandemic and other operational challenges, 4E and platinum ounce production increased by 24.3% and 23.2%, respectively compared to the first six months of 2020, which was materially impacted by national lockdowns to curb the spread of Covid-19. During the first half of 2021 earnings were impacted by the following: Increased production and sales. Favorable platinum group metals market conditions. Stronger R:US$ exchange rate. Other items, including a premium on the partial buy-back of convertible bonds and deferred tax credit. As a result, the company advises security holders that it anticipates basic earnings per share (EPS) for the period of between 1,800.0 cents and 1,860.0 cents, representing an increase of 433% and 450% compared to 338.0 cents for the six months ended 30 June 2020.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to R6.85, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 398% over the past three years.Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to R6.60, the stock is trading at a trailing P/E ratio of 8.2x, up from the previous P/E ratio of 6.8x. This compares to an average P/E of 14x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 286%.Is New 90 Day High Low • Feb 21New 90-day high: €4.94The company is up 47% from its price of €3.36 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 66% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.04 per share.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R4.30, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 15x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 121%.Is New 90 Day High Low • Feb 03New 90-day high: €4.30The company is up 30% from its price of €3.32 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 64% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.Is New 90 Day High Low • Jan 14New 90-day high: €4.20The company is up 23% from its price of €3.42 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 60% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.05 per share.Is New 90 Day High Low • Dec 19New 90-day high: €4.00The company is up 10.0% from its price of €3.64 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.48 per share.お知らせ • Dec 15+ 2 more updatesRoyal Bafokeng Platinum Limited to Report First Half, 2021 Results on Aug 03, 2021Royal Bafokeng Platinum Limited announced that they will report first half, 2021 results on Aug 03, 2021お知らせ • Dec 06Royal Bafokeng Platinum Limited Announces Executive ChangesRoyal Bafokeng Platinum Limite advised that the Chairperson of the RBPlat board of directors, Adv. Kgomotso Moroka, after serving on the Board as independent non-executive Chairperson since June 2010, will formally be retiring from the RBPlat Board with effect from the Company's next Annual General Meeting to be held in April 2021. Following Adv. Moroka's retirement from the Board, Mr. Obakeng Phetwe, a non-executive director of RBPlat, since February 2018, will assume the function of the Board Chairperson. Obakeng, a Chartered Accountant, is currently the Chief Executive Officer of the Royal Bafokeng Nation Development Trust and a non-executive director on the boards of Royal Bafokeng Holdings Proprietary Limited, RMB Holdings Limited, RMI Holdings Limited and MOGS Oil and Gas Proprietary Limited. In addition, Mr. Mark Moffett, an independent non-executive director of RBPlat since September 2014 and a Chartered Accountant, will assume the function of Lead Independent Director with effect from the retirement of Adv. Moroka. Mark is currently also an independent non-executive director on the board of Exxaro Resources Limited and has previously held senior executive positions within Xstrata initially as Chief Financial Officer of the Xstrata Alloys Proprietary Limited business and more recently as Group Controller of Xstrata plc. Prior to this he held senior finance positions within Anglo American plc and the De Beers Group. The Board, assisted by its Nominations Committee, will consider changes to any Committee memberships in 2021.Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 21% share price decline to R2.76, the stock is trading at a trailing P/E ratio of 15.4x, down from the previous P/E ratio of 19.5x. This compares to an average P/E of 14x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 57%.お知らせ • Sep 17An unknown buyer acquired an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited.An unknown buyer acquired an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited on September 16, 2020. As a result of the transaction, Kagiso Asset Management now holds 3.11% of the total issued ordinary share capital of Royal Bafokeng Platinum Limited. An unknown buyer completed the acquisition of an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited on September 16, 2020.お知らせ • Jul 31Public Investment Corporation Limited acquired an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP).Public Investment Corporation Limited acquired an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP) on April 23, 2020. As a result of the transaction, Public Investment Corporation now holds 10.326% of the ordinary share capital of Royal Bafokeng Platinum. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP) on April 23, 2020.決済の安定と成長配当データの取得安定した配当: 7BFの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 7BFの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Royal Bafokeng Platinum 配当利回り対市場7BF 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (7BF)n/a市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Metals and Mining)1.4%アナリスト予想 (7BF) (最長3年)n/a注目すべき配当: 7BFは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 7BFは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 7BF German市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 7BFが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/09/22 01:30終値2023/08/01 00:00収益2023/06/30年間収益2022/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Royal Bafokeng Platinum Limited これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Richard HartArqaam Capital Research Offshore S.A.L.Pascal MouraDeutsche BankLeroy MnguniHSBC6 その他のアナリストを表示
Upcoming Dividend • Mar 22Upcoming dividend of R5.35 per share at 5.3% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.6%).
Upcoming Dividend • Aug 17Upcoming dividend of R2.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).
Upcoming Dividend • Mar 23Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).
お知らせ • Mar 10Royal Bafokeng Platinum Limited Declares Final Dividend, Payable 4 April 2022Royal Bafokeng Platinum Limited declared a gross cash final dividend of 535.0 cents per share, equating to ZAR 1.5 billion. The dividend was declared from retained earnings and will be subject to a dividend withholding tax of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of withholding tax. The net dividend payable to shareholders subject to the withholding tax rate of 20% amounts to 428.0 cents per ordinary share. The issued share capital at the declaration date is 289,016,546 ordinary shares and the Company's tax number is 9512379166. Trading ex-dividend commences 30 March 2022, Record date is 1 April 2022 and Dividend payment date is 4 April 2022.
Upcoming Dividend • Aug 18Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 30 August 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (6.4%).
お知らせ • Aug 19+ 1 more updateRoyal Bafokeng Platinum Limited Announces Expiration of Contract of Mr. Stephen Phiri as Chief Executive Officer, Effective August 31, 2023Royal Bafokeng Platinum Limited announced expiration of contract of Mr. Stephen Phiri as Chief Executive Officer with effect from August 31, 2023.
お知らせ • Jul 27+ 1 more updateRoyal Bafokeng Platinum Limited(JSE:RBP) dropped from FTSE All-World Index (USD)Royal Bafokeng Platinum Limited(JSE:RBP) dropped from FTSE All-World Index (USD)
お知らせ • Jun 29Royal Bafokeng Platinum Limited Announces Further Extension of Appointment of Interim Chief Financial OfficerRoyal Bafokeng Platinum Limited announced that Shareholders are referred to the SENS announcements published on 26 September 2022 and 2 December 2022 wherein shareholders were advised that due to the ongoing process regarding the mandatory offer ("Implats Offer") by Impala Platinum Holdings Limited ("Implats"), the board of directors of RBPlat (the "Board") resolved to pause the appointment of a full-time chief financial officer ("CFO") and executive director until the conclusion of the Implats Offer and the Board has clarity on the direction of the Company. The Board, accordingly extended the period during which Ms Rotshidzwa Manenzhe fulfils the role of interim CFO to 30 June 2023. Due to the ongoing Implats Offer, the Board has decided to continue to pause the appointment of a full-time CFO and executive director until the conclusion of the corporate action and the Board has clarity of the direction of the Company. The Board, together with the audit and risk committee, having considered the requirements of the Company with regards to its financial director, as well as Ms Manenzhe's familiarity and experience with the Group's financial requirements, has extended the period during which Ms Manenzhe fulfils the role of interim CFO to 31 December 2023. The Company has obtained formal dispensation from the JSE in this regard.
New Risk • Jun 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 46% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 46% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (108% cash payout ratio). Profit margins are more than 30% lower than last year (21% net profit margin).
Upcoming Dividend • Mar 22Upcoming dividend of R5.35 per share at 5.3% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.6%).
Board Change • Mar 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. Non-Executive Director Hanre Rossouw was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: R11.46 (vs R23.32 in FY 2021)Full year 2022 results: EPS: R11.46 (down from R23.32 in FY 2021). Revenue: R15.9b (down 3.1% from FY 2021). Net income: R3.32b (down 49% from FY 2021). Profit margin: 21% (down from 40% in FY 2021). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.2% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 24+ 1 more updateRoyal Bafokeng Platinum Limited to Report Fiscal Year 2022 Results on Mar 08, 2023Royal Bafokeng Platinum Limited announced that they will report fiscal year 2022 results on Mar 08, 2023
お知らせ • Nov 11Northam Platinum Holdings Limited (JSE:NPH) intention to make the Offer to acquire remaining 62.2% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.4 billion.Northam Platinum Holdings Limited (JSE:NPH) intention to make the Offer to acquire remaining 62.2% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for SAR 32.4 billion on November 9, 2022. Under the terms of transaction, Northam Platinum will acquire 189 million shares at offer consideration of SAR 172.70 per RBPlat Share. Offer consideration to be settled fully in cash or, subject to the level of acceptance of the offer, a combination of cash and Northam Holdings shares. Maximum aggregate cash amount of the Offer Consideration is ZAR 10 billion (“Maximum Cash Consideration”). The Maximum Cash Consideration will be funded from Northam’s available cash reserves and debt facilities. Northam Holdings Shares to be issued to Offer Participants in settlement of the Share Consideration will be 115,730, 669 Northam Holdings Shares (“Maximum Offer Consideration Shares”).Northam Holdings currently holds 100,219,552 RBPlat Shares, representing c. 34.52% of all RBPlat Shares in issue. Northam has advised in the Firm Intention Announcement that the Northam Offer Circular will be issued by Northam within 20 business days of the publication of the Firm Intention Announcement, being on or about 7 December 2022, RBPlat has constituted an independent board of directors committee for the purpose of this Offer. The Independent Board will appoint an independent expert, to issue a report on the Offer and to express an opinion on whether the terms and conditions of the Offer are fair and reasonable to RBPlat Shareholders. If the Offer is accepted by Offer Participants holding at least 90% of the RBPlat Shares in issue other than Treasury Shares and any RBPlat Shares held before the Offer by Northam Holdings then it can compulsorily acquire all of the Offer Shares held by the Remaining RBPlat Shareholders. Offer will be subject to the level of acceptance of the Offer by the Eligible RBPlat Shareholders and the number of RBPlat Shares acquired by Northam in terms of the Additional Acquisitions. Offer Shares as will result in Northam acquiring at least 50% + 1 of the RBPlat Shares in issuewill be subject to the level of acceptance of the Offer by the Eligible RBPlat Shareholders and the number of RBPlat Shares acquired by Northam in terms of the Additional Acquisitions Questco Proprietary Limited acted as Lead Corporate & Financial Advisor to to RBPlat. Merrill Lynch South Africa Proprietary Limited & Rothschild & Co South Africa Proprietary Limited acted as Financial Advisor & Bowman Gilfillan Inc. acted as legal advisor to RBPlat. One capital acted as financial advisor & Webber Wentzel acted as legal advisor to Northam Platinum.
Upcoming Dividend • Aug 17Upcoming dividend of R2.45 per shareEligible shareholders must have bought the stock before 24 August 2022. Payment date: 29 August 2022. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (9.4%).
Reported Earnings • Aug 03First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down R4.89b from profit in 1H 2021). Profit margin: (down from 51% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 20%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Royal Bafokeng Platinum Limited to Report First Half, 2022 Results on Aug 02, 2022Royal Bafokeng Platinum Limited announced that they will report first half, 2022 results on Aug 02, 2022
Upcoming Dividend • Mar 23Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 6.5%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).
お知らせ • Mar 10Royal Bafokeng Platinum Limited Declares Final Dividend, Payable 4 April 2022Royal Bafokeng Platinum Limited declared a gross cash final dividend of 535.0 cents per share, equating to ZAR 1.5 billion. The dividend was declared from retained earnings and will be subject to a dividend withholding tax of 20% for all shareholders who are not exempt from or do not qualify for a reduced rate of withholding tax. The net dividend payable to shareholders subject to the withholding tax rate of 20% amounts to 428.0 cents per ordinary share. The issued share capital at the declaration date is 289,016,546 ordinary shares and the Company's tax number is 9512379166. Trading ex-dividend commences 30 March 2022, Record date is 1 April 2022 and Dividend payment date is 4 April 2022.
お知らせ • Feb 25+ 1 more updateRoyal Bafokeng Platinum Limited Provides Earnings Guidance for the Year Ended 31 December 2021Royal Bafokeng Platinum Limited provided earnings guidance for the year ended 31 December 2021. The company anticipates basic earnings per share (EPS) for the period to be between 2,153.0 cents and 2,422.0 cents (an increase of between 57.2% and 76.8%) compared to basic EPS of 1,369.9 cents for the year ended 31 December 2020.
Recent Insider Transactions • Dec 08CEO & Executive Director recently sold €4.8m worth of stockOn the 2nd of December, Stephen Phiri sold around 565k shares on-market at roughly €8.44 per share. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.
お知らせ • Dec 08Northam Platinum Holdings Limited (JSE:NPH) acquired additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for ZAR 1 billion.Northam Platinum Holdings Limited (JSE:NPH) acquired additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) for ZAR 1 billion on December 7, 2021. Northam Platinum Holdings Limited (JSE:NPH) completed the acquisition of additional 2.19% stake in Royal Bafokeng Platinum Limited (JSE:RBP) on December 7, 2021.
Board Change • Dec 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. CFO, Financial Director & Executive Director Hanre Rossouw was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment improved over the past weekAfter last week's 17% share price gain to €7.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 483% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.29 per share.
Executive Departure • Nov 26Non-Executive Director Hermann Lucht has left the companyOn the 24th of November, Hermann Lucht's tenure as Non-Executive Director ended after 2.2 years in the role. We don't have any record of a personal shareholding under Hermann's name. Hermann is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 8.08 years.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 17% share price gain to €7.40, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 450% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.80 per share.
Board Change • Oct 31High number of new directorsLead Independent Director Mark Moffett was the last director to join the board, commencing their role in 2021.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to €6.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 378% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.91 per share.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €4.96, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 247% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.62 per share.
Upcoming Dividend • Aug 18Upcoming dividend of R5.35 per shareEligible shareholders must have bought the stock before 25 August 2021. Payment date: 30 August 2021. Trailing yield: 11%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (6.4%).
Reported Earnings • Aug 05First half 2021 earnings released: EPS R18.40 (vs R3.38 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R9.58b (up 108% from 1H 2020). Net income: R4.89b (up 463% from 1H 2020). Profit margin: 51% (up from 19% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Royal Bafokeng Platinum Limited Provides Production and Earnings Guidance for the Six Months Ended June 30, 2021Royal Bafokeng Platinum Limited provided production and earnings guidance for the six months ended June 30, 2021. Royal Bafokeng Platinum Limited is in the process of finalizing its financial results for the six months ended 30 June 2021. Despite the continued impact of the global Covid-19 pandemic and other operational challenges, 4E and platinum ounce production increased by 24.3% and 23.2%, respectively compared to the first six months of 2020, which was materially impacted by national lockdowns to curb the spread of Covid-19. During the first half of 2021 earnings were impacted by the following: Increased production and sales. Favorable platinum group metals market conditions. Stronger R:US$ exchange rate. Other items, including a premium on the partial buy-back of convertible bonds and deferred tax credit. As a result, the company advises security holders that it anticipates basic earnings per share (EPS) for the period of between 1,800.0 cents and 1,860.0 cents, representing an increase of 433% and 450% compared to 338.0 cents for the six months ended 30 June 2020.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to R6.85, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 398% over the past three years.
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improved over the past weekAfter last week's 21% share price gain to R6.60, the stock is trading at a trailing P/E ratio of 8.2x, up from the previous P/E ratio of 6.8x. This compares to an average P/E of 14x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 286%.
Is New 90 Day High Low • Feb 21New 90-day high: €4.94The company is up 47% from its price of €3.36 on 20 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 66% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.04 per share.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to R4.30, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15.2x. This compares to an average P/E of 15x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 121%.
Is New 90 Day High Low • Feb 03New 90-day high: €4.30The company is up 30% from its price of €3.32 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 64% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.02 per share.
Is New 90 Day High Low • Jan 14New 90-day high: €4.20The company is up 23% from its price of €3.42 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 60% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.05 per share.
Is New 90 Day High Low • Dec 19New 90-day high: €4.00The company is up 10.0% from its price of €3.64 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.48 per share.
お知らせ • Dec 15+ 2 more updatesRoyal Bafokeng Platinum Limited to Report First Half, 2021 Results on Aug 03, 2021Royal Bafokeng Platinum Limited announced that they will report first half, 2021 results on Aug 03, 2021
お知らせ • Dec 06Royal Bafokeng Platinum Limited Announces Executive ChangesRoyal Bafokeng Platinum Limite advised that the Chairperson of the RBPlat board of directors, Adv. Kgomotso Moroka, after serving on the Board as independent non-executive Chairperson since June 2010, will formally be retiring from the RBPlat Board with effect from the Company's next Annual General Meeting to be held in April 2021. Following Adv. Moroka's retirement from the Board, Mr. Obakeng Phetwe, a non-executive director of RBPlat, since February 2018, will assume the function of the Board Chairperson. Obakeng, a Chartered Accountant, is currently the Chief Executive Officer of the Royal Bafokeng Nation Development Trust and a non-executive director on the boards of Royal Bafokeng Holdings Proprietary Limited, RMB Holdings Limited, RMI Holdings Limited and MOGS Oil and Gas Proprietary Limited. In addition, Mr. Mark Moffett, an independent non-executive director of RBPlat since September 2014 and a Chartered Accountant, will assume the function of Lead Independent Director with effect from the retirement of Adv. Moroka. Mark is currently also an independent non-executive director on the board of Exxaro Resources Limited and has previously held senior executive positions within Xstrata initially as Chief Financial Officer of the Xstrata Alloys Proprietary Limited business and more recently as Group Controller of Xstrata plc. Prior to this he held senior finance positions within Anglo American plc and the De Beers Group. The Board, assisted by its Nominations Committee, will consider changes to any Committee memberships in 2021.
Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 21% share price decline to R2.76, the stock is trading at a trailing P/E ratio of 15.4x, down from the previous P/E ratio of 19.5x. This compares to an average P/E of 14x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 57%.
お知らせ • Sep 17An unknown buyer acquired an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited.An unknown buyer acquired an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited on September 16, 2020. As a result of the transaction, Kagiso Asset Management now holds 3.11% of the total issued ordinary share capital of Royal Bafokeng Platinum Limited. An unknown buyer completed the acquisition of an unknown stake in Royal Bafokeng Platinum Limited (JSE:RBP) from Kagiso Asset Management (Pty) Limited on September 16, 2020.
お知らせ • Jul 31Public Investment Corporation Limited acquired an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP).Public Investment Corporation Limited acquired an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP) on April 23, 2020. As a result of the transaction, Public Investment Corporation now holds 10.326% of the ordinary share capital of Royal Bafokeng Platinum. Public Investment Corporation Limited completed the acquisition of an additional minority stake in Royal Bafokeng Platinum Limited (JSE:RBP) on April 23, 2020.