African Rainbow Minerals（EB9）株式概要アフリカン・レインボー・ミネラル社は、その子会社を通じて、南アフリカ、マレーシア、スイスで多角的な鉱業・鉱物事業を展開している。 詳細EB9 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績0/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より2.4%で取引されている 収益は年間21.37%増加すると予測されています アナリストらは、株価が27.4%上昇するだろうとほぼ一致している。 リスク分析財務結果に影響を与える大きな一時的項目 利益率(9.3%)は昨年より低い(29.4%) 5.01%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るEB9 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€10.5027.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b21b2016201920222025202620282031Revenue R21.3bEarnings R2.0bAdvancedSet Fair ValueView all narrativesAfrican Rainbow Minerals Limited 競合他社SalzgitterSymbol: XTRA:SZGMarket cap: €3.2bAlzChem GroupSymbol: XTRA:ACTMarket cap: €1.7bAurubisSymbol: XTRA:NDAMarket cap: €8.8bFuchsSymbol: XTRA:FPE3Market cap: €4.5b価格と性能株価の高値、安値、推移の概要African Rainbow Minerals過去の株価現在の株価R10.5052週高値R14.4052週安値R7.75ベータ0.601ヶ月の変化-10.26%3ヶ月変化-12.50%1年変化25.75%3年間の変化1.94%5年間の変化-30.46%IPOからの変化39.81%最新ニュースお知らせ • May 14Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI).Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026. Norges Bank completed the acquisition of 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026.お知らせ • Feb 17African Rainbow Minerals Limited Announces Changes to the Board of Directors and Appointment of Chief Operating Officer, Effective February 16, 2026African Rainbow Minerals Limited announced that Dr. Patrice Motsepe retired from his position as Executive Chairman and as an employee of the Company with effect from and including February 16, 2026. Dr. Motsepe will continue to be a director of the Company, and will serve as the non-executive Chairman of the Board with effect from and including February 16, 2026 in compliance with the Listings Requirements. Dr. Motsepe is the Founder of ARM and after having performed the role of Executive Chairman of the Company for many years, has transitioned to a non-executive role. Mr. David Noko will continue in his role as the Company’s Lead Independent Non-executive Director. Also with effect from February 16, 2026, Mr. Jacob van der Bijl (“Jacques”) was appointed as the new Chief Operating Officer of the Company. Jacques is a world class mining engineer and has been working for ARM for many years.お知らせ • Jan 14+ 1 more updateAfrican Rainbow Minerals Limited to Report First Half, 2026 Results on Mar 06, 2026African Rainbow Minerals Limited announced that they will report first half, 2026 results on Mar 06, 2026お知らせ • Oct 29African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025. Location: boardrooms 6 and 7, of the sandton convention centre, corner of fifth and maude streets, sandton South Africaお知らせ • Apr 09African Rainbow Minerals Limited Announces Executive ChangesAfrican Rainbow Minerals Limited announced that the current Chief Executive of ARM Platinum, Mr. Hamilton Luthando Mkatshana ("Thando Mkatshana"), will be replaced by Mr. Johan Christian Jansen ("Johan Jansen") who will be the Acting Chief Executive of ARM Platinum until the permanent Chief Executive of ARM Platinum has been appointed. Johan Jansen has been with ARM Platinum for twelve years and the general managers of all of ARM's Platinum mines are currently reporting to him. Thando Mkatshana will be appointed as the Chief Executive of ARM Technical Services. In this new role his responsibilities will include the provision of technical services to the ARM Group.お知らせ • Mar 07African Rainbow Minerals Limited Declares an Interim Dividend for the Six Months Ended 31 December 2024, Payable on 7 April 2025African Rainbow Minerals Limited announced for the first half of 2025, the board approved and declared an interim dividend of 450 cents per share (gross) (first half of 2024: 600 cents per share). The amount to be paid is approximately ZAR 1,011 million. A gross dividend of 450 cents per ordinary share, being the dividend for the six months ended 31 December 2024, has been declared payable on 7 April 2025 to those shareholders recorded in the books of the company at the close of business on 4 April 2025. Ordinary shares trade ex-dividend from 2 April 2025.最新情報をもっと見るRecent updatesお知らせ • May 14Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI).Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026. Norges Bank completed the acquisition of 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026.お知らせ • Feb 17African Rainbow Minerals Limited Announces Changes to the Board of Directors and Appointment of Chief Operating Officer, Effective February 16, 2026African Rainbow Minerals Limited announced that Dr. Patrice Motsepe retired from his position as Executive Chairman and as an employee of the Company with effect from and including February 16, 2026. Dr. Motsepe will continue to be a director of the Company, and will serve as the non-executive Chairman of the Board with effect from and including February 16, 2026 in compliance with the Listings Requirements. Dr. Motsepe is the Founder of ARM and after having performed the role of Executive Chairman of the Company for many years, has transitioned to a non-executive role. Mr. David Noko will continue in his role as the Company’s Lead Independent Non-executive Director. Also with effect from February 16, 2026, Mr. Jacob van der Bijl (“Jacques”) was appointed as the new Chief Operating Officer of the Company. Jacques is a world class mining engineer and has been working for ARM for many years.お知らせ • Jan 14+ 1 more updateAfrican Rainbow Minerals Limited to Report First Half, 2026 Results on Mar 06, 2026African Rainbow Minerals Limited announced that they will report first half, 2026 results on Mar 06, 2026お知らせ • Oct 29African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025. Location: boardrooms 6 and 7, of the sandton convention centre, corner of fifth and maude streets, sandton South Africaお知らせ • Apr 09African Rainbow Minerals Limited Announces Executive ChangesAfrican Rainbow Minerals Limited announced that the current Chief Executive of ARM Platinum, Mr. Hamilton Luthando Mkatshana ("Thando Mkatshana"), will be replaced by Mr. Johan Christian Jansen ("Johan Jansen") who will be the Acting Chief Executive of ARM Platinum until the permanent Chief Executive of ARM Platinum has been appointed. Johan Jansen has been with ARM Platinum for twelve years and the general managers of all of ARM's Platinum mines are currently reporting to him. Thando Mkatshana will be appointed as the Chief Executive of ARM Technical Services. In this new role his responsibilities will include the provision of technical services to the ARM Group.お知らせ • Mar 07African Rainbow Minerals Limited Declares an Interim Dividend for the Six Months Ended 31 December 2024, Payable on 7 April 2025African Rainbow Minerals Limited announced for the first half of 2025, the board approved and declared an interim dividend of 450 cents per share (gross) (first half of 2024: 600 cents per share). The amount to be paid is approximately ZAR 1,011 million. A gross dividend of 450 cents per ordinary share, being the dividend for the six months ended 31 December 2024, has been declared payable on 7 April 2025 to those shareholders recorded in the books of the company at the close of business on 4 April 2025. Ordinary shares trade ex-dividend from 2 April 2025.お知らせ • Feb 14+ 1 more updateAfrican Rainbow Minerals Limited to Report Fiscal Year 2025 Results on Sep 05, 2025African Rainbow Minerals Limited announced that they will report fiscal year 2025 results on Sep 05, 2025お知らせ • Feb 07African Rainbow Minerals Limited Announces Changes to the Board of Directors and Board CommitteesAfrican Rainbow Minerals Limited announced changes to the ARM Board of Directors and Board committees. The Board of African Rainbow Minerals Limited announced the appointment of Ms Tshifhiwa Gladys Ramuthaga and Mr. Peter William Steenkamp as Independent Non-executive Directors of the Company with effect from and including 6 February 2025, until such appointments are confirmed by the shareholders of the Company at ARM's next annual general meeting. The Board also announces that Mr. Alexander Komope Maditsi will step down as an Independent Non- executive Director of ARM with effect from and including 30 June 2025. The Board has approved the separation of the functions of the Investment and Technical Committee by establishing an Investment Committee and a Technical Committee. The membership of these Board committees, with effect from and including 6 February 2025, is as follows: · The following Independent Non-executive Directors have been appointed as members of the Investment Committee: Mr. Bongani Nqwababa (Chairman); Mr. Frank Abbott; Mr. Thomas Andrew Boardman; Mr. Anton Dirk Botha; Mr. Brian Kennedy; Mr. A K Maditsi; Ms Pitsi Josephine Mnisi; Mr. David Collen Noko; and Mr. Jan Christiaan Steenkamp. · The following Independent Non-executive Directors have been appointed as members of the Technical Committee: Mr. J C Steenkamp (Chairman); Mr. F Abbott; Mr. D C Noko; Mr. B Nqwababa; and Mr. P W Steenkamp.Buy Or Sell Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €8.85. The fair value is estimated to be €11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.Reported Earnings • Nov 06Full year 2024 earnings released: EPS: R16.05 (vs R41.21 in FY 2023)Full year 2024 results: EPS: R16.05 (down from R41.21 in FY 2023). Revenue: R11.4b (down 22% from FY 2023). Net income: R3.15b (down 61% from FY 2023). Profit margin: 28% (down from 55% in FY 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €10.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.09 per share.Upcoming Dividend • Sep 26Upcoming dividend of R9.00 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €8.95, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.38 per share.Declared Dividend • Sep 09Final dividend of R9.00 announcedShareholders will receive a dividend of R9.00. Ex-date: 2nd October 2024 Payment date: 7th October 2024 Dividend yield will be 118%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (225% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.9% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 60% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 180% Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (28% net profit margin).Reported Earnings • Sep 06Full year 2024 earnings released: EPS: R16.04 (vs R41.20 in FY 2023)Full year 2024 results: EPS: R16.04 (down from R41.20 in FY 2023). Revenue: R11.4b (down 22% from FY 2023). Net income: R3.15b (down 61% from FY 2023). Profit margin: 28% (down from 55% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Sep 05+ 1 more updateAfrican Rainbow Minerals Limited Announces Board and Committee ChangesThe Board of African Rainbow Minerals Limited (ARM) announced that Mr. Alexander (Alex) Komope Maditsi is stepping down from his position as the Lead Independent Non-executive Director of ARM with effect from and including 3 September 2024. Mr. Maditsi is also stepping down from his position as the Chairman of both the Nomination Committee and the Non-executive Directors' Committee of the Company with effect from and including 3 September 2024. Mr. Maditsi will continue as an Independent Non-executive Director of the Board. The Board announced the appointment of Mr. David Collen Noko, who is an Independent Non-executive Director of the Company: as the Lead Independent Non-executive Director of ARM; to the Nomination Committee; and as the Chairman of the Nomination Committee and the Non-executive Directors' Committee, with effect from and including 3 September 2024. Mr. Noko will be stepping down from his position as the Chairman of the Investment and Technical Committee with effect from and including 3 September 2024. The Board announced the appointment of Mr. Bongani Nqwababa, who is an Independent Non-executive Director of the Company, as a member and Chairman of the Investment and Technical Committee. The company announced that Mr. Wilson Mangisi Gule will be stepping down from his position as a director of ARM with effect from and including 3 September 2024.Buy Or Sell Opportunity • Aug 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €9.20. The fair value is estimated to be €11.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.Buy Or Sell Opportunity • Jul 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €12.20. The fair value is estimated to be €10.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to €11.40. The fair value is estimated to be €9.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Buy Or Sell Opportunity • Apr 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €9.70. The fair value is estimated to be €7.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 71% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.92 per share.Upcoming Dividend • Mar 27Upcoming dividend of R6.00 per shareEligible shareholders must have bought the stock before 03 April 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 12First half 2024 earnings released: EPS: R6.20 (vs R22.38 in 1H 2023)First half 2024 results: EPS: R6.20 (down from R22.38 in 1H 2023). Revenue: R5.82b (down 34% from 1H 2023). Net income: R1.22b (down 72% from 1H 2023). Profit margin: 21% (down from 50% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Declared Dividend • Mar 11First half dividend of R6.00 announcedShareholders will receive a dividend of R6.00. Ex-date: 3rd April 2024 Payment date: 8th April 2024 Dividend yield will be 75%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.New Risk • Mar 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 42% Last year net profit margin: 69% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Cash payout ratio: 155% Minor Risk Profit margins are more than 30% lower than last year (42% net profit margin).お知らせ • Mar 08African Rainbow Minerals Limited Announces Interim Dividend for the Six Months Ended 31 December, 2023, Payable on 8 April 2024African Rainbow Minerals Limited announced that for the six months ended 31 December, 2023, the board approved and declared an interim dividend of 600 cents per share (gross) (first half 2023: 1,400 cents per share). The amount to be paid is approximately ZAR 1,348 million. The dividend is payable on 8 April 2024 to those shareholders recorded in the books of the Company at the close of business on 5 April 2024.お知らせ • Feb 01African Rainbow Minerals Limited to Report Fiscal Year 2024 Results on Sep 06, 2024African Rainbow Minerals Limited announced that they will report fiscal year 2024 results on Sep 06, 2024お知らせ • Dec 11African Rainbow Minerals Limited Announces Audit and Risk Committee AppointmentsAfrican Rainbow Minerals Limited at its Annual General Meeting held on 8 December 2023, approved appointment of Mr. F Abbott and Mr. B Nqwababa as Audit and Risk Committee Members.お知らせ • Nov 25African Rainbow Minerals Limited (JSE:ARI) signed an agreement to acquire 50% Participation Interest in Nkomati mine from Norilsk Nickel Africa Proprietary Limited for R1 million.African Rainbow Minerals Limited (JSE:ARI) signed an agreement to acquire 50% Participation Interest in Nkomati mine from Norilsk Nickel Africa Proprietary Limited for R1 million on November 24, 2023. The PSA provides for terms customary in agreements of this nature and includes (amongst other things): (i) limitations on liability and certain negotiated warranties, indemnities and undertakings; (ii) provisions governing the operation of the Nkomati mine during the interim period; and (iii) customary termination rights. The existing partnership agreement between ARM and NNAf in relation to the Nkomati mine will terminate immediately following successful closing of the Transaction on the closing date. The Transaction is subject to certain conditions precedent, including, but not limited to: - approval from the South African Competition Authorities in terms of the Competition Act, 89 of 1998; and - consent in terms of Section 11 of the Mineral and Petroleum Resources Development Act, 28 of 2002 ("MPRDA"). The Transaction is expected to close during 2024.お知らせ • Oct 27African Rainbow Minerals Limited, Annual General Meeting, Dec 08, 2023African Rainbow Minerals Limited, Annual General Meeting, Dec 08, 2023, at 13:00 South Africa Standard Time. Location: Sandton Convention Centre corner of Fifth and Maude Streets Sandton South AfricaValuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, 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. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.74 per share.Upcoming Dividend • Sep 27Upcoming dividend of R12.00 per share at 16% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 09 October 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 79%. Trailing yield: 16%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (8.9%).Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.42 per share.お知らせ • Sep 05African Rainbow Minerals Limited Announces Final Cash Dividend Declaration for the Financial Year Ended 30 June 2023African Rainbow Minerals Limited announced that a final dividend of ZAR 12.00 per share is declared (F2022: ZAR 20.00 per share). A gross dividend of ZAR 12.00 per ordinary share, being the dividend for the year ended 30 June 2023, has been declared payable on 9 October 2023 to those shareholders recorded in the books of the company at the close of business on 6 October 2023.お知らせ • Aug 25African Rainbow Minerals Limited Provides Earnings Guidance for the Financial Year Ended 30 June 2023African Rainbow Minerals Limited provided earnings guidance for the Financial Year ended 30 June 2023. For the year, the company expects Basic earnings for F2023 are expected to decrease by between 33% and 42% to between ZAR 207 million and ZAR 325 million (F2022: ZAR 426 million) while basic earnings per share for F2023 are expected to decrease to between 3,679 and 4,250 cents (F2022: 6,343 cents).Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €13.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to decline by 36% in the next 2 years.Upcoming Dividend • Mar 22Upcoming dividend of R14.00 per share at 14% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 80%. Trailing yield: 14%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.6%).Buying Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 0.2% per annum over the same time period.お知らせ • Feb 17African Rainbow Minerals Limited Provides Earnings Guidance for First Half of 2023African Rainbow Minerals Limited provided earnings guidance for first half of 2023. For the period, Basic earnings per share are therefore expected to be between ZAR 2.147 cents and ZAR 2.306 cents (1H F2022: 1.988 cents). Basic earnings are expected to increase by between 8% and 16% to between R4 204 million and R4 516 million (1H F2022: R3893 million).お知らせ • Jan 22+ 1 more updateAfrican Rainbow Minerals Limited to Report Fiscal Year 2023 Results on Sep 04, 2023African Rainbow Minerals Limited announced that they will report fiscal year 2023 results on Sep 04, 2023Recent Insider Transactions • Nov 18Non-Executive Director recently sold €543k worth of stockOn the 14th of November, Michael Arnold sold around 33k shares on-market at roughly €16.31 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.90, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.61 per share.Upcoming Dividend • Sep 21Upcoming dividend of R20.00 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (10%).Reported Earnings • Sep 07Full year 2022 earnings released: EPS: R63.43 (vs R64.64 in FY 2021)Full year 2022 results: EPS: R63.43 (down from R64.64 in FY 2021). Revenue: R16.9b (down 14% from FY 2021). Net income: R12.4b (down 1.6% from FY 2021). Profit margin: 74% (up from 64% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €14.00, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Total returns to shareholders of 80% over the past three years.Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 79% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of R12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (8.1%).Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €18.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 154% over the past three years.お知らせ • Mar 05African Rainbow Minerals Limited Announced Interim Dividend for First Half Ended December 31, 2021, Payable on April 4, 2022African Rainbow Minerals Limited announced that the Board approved and declared an interim dividend of 1,200 cents per share for the six months ended December 31, 2021, has been declared payable on April 4, 2022 to those shareholders recorded in the books of the company at the close of business on 1 April 2022.お知らせ • Feb 19African Rainbow Minerals Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021African Rainbow Minerals Limited provided earnings guidance for the six months ended 31 December 2021. For the period, Headline earnings for 1H F2022 are expected to decrease by between 24% and 33% compared to the corresponding six months ended 31 December 2020 (1H F2021) to between ZAR 376 million and ZAR 830 million. Headline earnings per share are therefore expected to be between 1,733 cents and 1,966 cents. Basic earnings for 1H F2022 are expected to decrease by between 17% and 26% to between ZAR 602 million and ZAR 040 million while basic earnings per share are expected to be between 1,849 cents and 2,074 cents.Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to €15.20, 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 111% over the past three years.Reported Earnings • Oct 22Full year 2021 earnings released: EPS R64.64 (vs R20.42 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R19.7b (up 69% from FY 2020). Net income: R12.6b (up 218% from FY 2020). Profit margin: 64% (up from 34% in FY 2020). The increase in margin was primarily driven by higher revenue. Production and reserves: Gold Production: 1,537.6 troy koz (1,219.4 troy koz in FY 2020) Number of mines: 3 Iron Production: 7.965 Mt (8.046 Mt in FY 2020) Proved and probable reserves (ore): 483.2 Mt Number of mines: 3 Coal Production: 3.845 Mt (4.455 Mt in FY 2020) Number of mines: 2 Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.20, 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 108% over the past three years.Upcoming Dividend • Sep 22Upcoming dividend of R20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 October 2021. Trailing yield: 19%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (7.2%).Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €12.60, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 116% over the past three years.Reported Earnings • Sep 08Full year 2021 earnings released: EPS R64.64 (vs R20.42 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R19.7b (up 69% from FY 2020). Net income: R12.6b (up 218% from FY 2020). Profit margin: 64% (up from 34% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 17Upcoming Dividend of R10.00 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.4% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (4.5%).Reported Earnings • Mar 05First half 2021 earnings released: EPS R24.99 (vs R11.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R9.05b (up 63% from 1H 2020). Net income: R4.87b (up 128% from 1H 2020). Profit margin: 54% (up from 38% 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 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 25% from its price of €13.70 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 54% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.03 per share.お知らせ • Feb 23African Rainbow Minerals Limited to Report Fiscal Year 2021 Results on Aug 31, 2021African Rainbow Minerals Limited announced that they will report fiscal year 2021 results on Aug 31, 2021お知らせ • Feb 17African Rainbow Minerals Limited to Report First Half, 2021 Results on Mar 03, 2021African Rainbow Minerals Limited announced that they will report first half, 2021 results on Mar 03, 2021Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to R16.20, the stock is trading at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. 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 143%.Is New 90 Day High Low • Jan 22New 90-day high: €16.50The company is up 28% from its price of €12.90 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.58 per share.お知らせ • Jan 19African Rainbow Minerals Limited, Annual General Meeting, Dec 06, 2021African Rainbow Minerals Limited, Annual General Meeting, Dec 06, 2021.Is New 90 Day High Low • Jan 05New 90-day high: €15.00The company is up 55% from its price of €9.70 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.87 per share.Is New 90 Day High Low • Dec 17New 90-day high: €14.60The company is up 40% from its price of €10.40 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.49 per share.Recent Insider Transactions • Nov 17Non-Executive Director recently sold €518k worth of stockOn the 13th of November, Michael Arnold sold around 40k shares on-market at roughly €12.96 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 11New 90-day high: €13.40The company is up 41% from its price of €9.50 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.95 per share.Reported Earnings • Nov 01Full year earnings released - EPS €20.42Over the last 12 months the company has reported total profits of R3.97b, up 11% from the prior year. Total revenue was R11.7b over the last 12 months, up 32% from the prior year. Profit margins were 34%, which is lower than the 40% margin from last year. The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Nov 01Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 15% at R12.4b. Revenue is forecast to grow 22% over the next year, compared to a 8.1% growth forecast for the Metals and Mining industry in Germany.Valuation Update With 7 Day Price Move • Oct 21Market bids up stock over the past weekAfter last week's 18% share price gain to R12.30, the stock is trading at a trailing P/E ratio of 12.1x, up from the previous P/E ratio of 10.2x. This compares to an average P/E of 13x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 137%.Valuation Update With 7 Day Price Move • Oct 17Market bids up stock over the past weekAfter last week's 19% share price gain to R11.90, the stock is trading at a trailing P/E ratio of 11.5x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 13x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 134%.Is New 90 Day High Low • Oct 17New 90-day high: €11.90The company is up 29% from its price of €9.20 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.49 per share.お知らせ • Sep 30African Rainbow Minerals Limited Announces Management ChangesAfrican Rainbow Minerals Limited announced that, as announced by ARM on 31 March 2020, Ms Abigail Mukhuba has stepped down from the Board effective from 30 September 2020, being her last day as ARM Finance Director. The Board undertook a process to identify a permanent successor for Ms Mukhuba and announced the decision to appoint Ms Tsundzukani Mhlanga, the current Chief Finance Officer, as the new ARM Finance Director, with effect from and including 1 October 2020 until her appointment is approved by the shareholders at the next annual general meeting of the Company. The Board announced the decision to appoint Ms Pitsi Mnisi as a Non-executive Director of the Company with effect from and including 30 September 2020, until her appointment is approved by the shareholders at the next annual general meeting of the Company. Dr. Manana Bakane-Tuoane, an Independent Non-executive Director of ARM, has stepped down from the Board with effect from 29 September 2020. Mr. Tom Boardman, an Independent Non-Executive Director of ARM, has been appointed by the Board as a member of the Investment Committee.株主還元EB9DE Metals and MiningDE 市場7D-1.9%4.1%3.9%1Y25.7%77.9%2.6%株主還元を見る業界別リターン: EB9過去 1 年間で77.9 % の収益を上げたGerman Metals and Mining業界を下回りました。リターン対市場: EB9過去 1 年間で2.6 % の収益を上げたGerman市場を上回りました。価格変動Is EB9's price volatile compared to industry and market?EB9 volatilityEB9 Average Weekly Movement8.1%Metals and Mining Industry Average Movement9.9%Market Average Movement6.1%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.7%安定した株価: EB9 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: EB9の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1933n/aVelile Tobiasarm.co.zaアフリカン・レインボー・ミネラルズ社は、その子会社を通じて、南アフリカ、マレーシア、スイスで多角的な鉱業・鉱物事業を展開している。白金族金属、ニッケル、石炭、鉄鉱石、銅、マンガン鉱石、クロムのほか、金鉱床の探査も行っている。アフリカン・レインボー・ミネラル社は1933年に設立され、南アフリカのサントンに本社を置いている。もっと見るAfrican Rainbow Minerals Limited 基礎のまとめAfrican Rainbow Minerals の収益と売上を時価総額と比較するとどうか。EB9 基礎統計学時価総額€2.31b収益（TTM）€67.98m売上高(TTM)€728.43m34.0xPER（株価収益率3.2xP/SレシオEB9 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EB9 損益計算書（TTM）収益R13.81b売上原価R11.26b売上総利益R2.55bその他の費用R1.26b収益R1.29b直近の収益報告Dec 31, 2025次回決算日Sep 04, 2026一株当たり利益（EPS）6.17グロス・マージン18.45%純利益率9.33%有利子負債／自己資本比率1.5%EB9 の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.0%現在の配当利回り165%配当性向View Valuation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2026/05/25 11:59終値2026/05/25 00:00収益2025/12/31年間収益2025/06/30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African Rainbow Minerals Limited 5 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。15 アナリスト機関Ayan GhoshAvior Capital MarketsCaroline LearmonthBarclaysPatrick MannBofA Global Research12 その他のアナリストを表示
お知らせ • May 14Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI).Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026. Norges Bank completed the acquisition of 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026.
お知らせ • Feb 17African Rainbow Minerals Limited Announces Changes to the Board of Directors and Appointment of Chief Operating Officer, Effective February 16, 2026African Rainbow Minerals Limited announced that Dr. Patrice Motsepe retired from his position as Executive Chairman and as an employee of the Company with effect from and including February 16, 2026. Dr. Motsepe will continue to be a director of the Company, and will serve as the non-executive Chairman of the Board with effect from and including February 16, 2026 in compliance with the Listings Requirements. Dr. Motsepe is the Founder of ARM and after having performed the role of Executive Chairman of the Company for many years, has transitioned to a non-executive role. Mr. David Noko will continue in his role as the Company’s Lead Independent Non-executive Director. Also with effect from February 16, 2026, Mr. Jacob van der Bijl (“Jacques”) was appointed as the new Chief Operating Officer of the Company. Jacques is a world class mining engineer and has been working for ARM for many years.
お知らせ • Jan 14+ 1 more updateAfrican Rainbow Minerals Limited to Report First Half, 2026 Results on Mar 06, 2026African Rainbow Minerals Limited announced that they will report first half, 2026 results on Mar 06, 2026
お知らせ • Oct 29African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025. Location: boardrooms 6 and 7, of the sandton convention centre, corner of fifth and maude streets, sandton South Africa
お知らせ • Apr 09African Rainbow Minerals Limited Announces Executive ChangesAfrican Rainbow Minerals Limited announced that the current Chief Executive of ARM Platinum, Mr. Hamilton Luthando Mkatshana ("Thando Mkatshana"), will be replaced by Mr. Johan Christian Jansen ("Johan Jansen") who will be the Acting Chief Executive of ARM Platinum until the permanent Chief Executive of ARM Platinum has been appointed. Johan Jansen has been with ARM Platinum for twelve years and the general managers of all of ARM's Platinum mines are currently reporting to him. Thando Mkatshana will be appointed as the Chief Executive of ARM Technical Services. In this new role his responsibilities will include the provision of technical services to the ARM Group.
お知らせ • Mar 07African Rainbow Minerals Limited Declares an Interim Dividend for the Six Months Ended 31 December 2024, Payable on 7 April 2025African Rainbow Minerals Limited announced for the first half of 2025, the board approved and declared an interim dividend of 450 cents per share (gross) (first half of 2024: 600 cents per share). The amount to be paid is approximately ZAR 1,011 million. A gross dividend of 450 cents per ordinary share, being the dividend for the six months ended 31 December 2024, has been declared payable on 7 April 2025 to those shareholders recorded in the books of the company at the close of business on 4 April 2025. Ordinary shares trade ex-dividend from 2 April 2025.
お知らせ • May 14Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI).Norges Bank acquired 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026. Norges Bank completed the acquisition of 5.02% stake in African Rainbow Minerals Limited (JSE:ARI) on May 13, 2026.
お知らせ • Feb 17African Rainbow Minerals Limited Announces Changes to the Board of Directors and Appointment of Chief Operating Officer, Effective February 16, 2026African Rainbow Minerals Limited announced that Dr. Patrice Motsepe retired from his position as Executive Chairman and as an employee of the Company with effect from and including February 16, 2026. Dr. Motsepe will continue to be a director of the Company, and will serve as the non-executive Chairman of the Board with effect from and including February 16, 2026 in compliance with the Listings Requirements. Dr. Motsepe is the Founder of ARM and after having performed the role of Executive Chairman of the Company for many years, has transitioned to a non-executive role. Mr. David Noko will continue in his role as the Company’s Lead Independent Non-executive Director. Also with effect from February 16, 2026, Mr. Jacob van der Bijl (“Jacques”) was appointed as the new Chief Operating Officer of the Company. Jacques is a world class mining engineer and has been working for ARM for many years.
お知らせ • Jan 14+ 1 more updateAfrican Rainbow Minerals Limited to Report First Half, 2026 Results on Mar 06, 2026African Rainbow Minerals Limited announced that they will report first half, 2026 results on Mar 06, 2026
お知らせ • Oct 29African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025African Rainbow Minerals Limited, Annual General Meeting, Dec 05, 2025. Location: boardrooms 6 and 7, of the sandton convention centre, corner of fifth and maude streets, sandton South Africa
お知らせ • Apr 09African Rainbow Minerals Limited Announces Executive ChangesAfrican Rainbow Minerals Limited announced that the current Chief Executive of ARM Platinum, Mr. Hamilton Luthando Mkatshana ("Thando Mkatshana"), will be replaced by Mr. Johan Christian Jansen ("Johan Jansen") who will be the Acting Chief Executive of ARM Platinum until the permanent Chief Executive of ARM Platinum has been appointed. Johan Jansen has been with ARM Platinum for twelve years and the general managers of all of ARM's Platinum mines are currently reporting to him. Thando Mkatshana will be appointed as the Chief Executive of ARM Technical Services. In this new role his responsibilities will include the provision of technical services to the ARM Group.
お知らせ • Mar 07African Rainbow Minerals Limited Declares an Interim Dividend for the Six Months Ended 31 December 2024, Payable on 7 April 2025African Rainbow Minerals Limited announced for the first half of 2025, the board approved and declared an interim dividend of 450 cents per share (gross) (first half of 2024: 600 cents per share). The amount to be paid is approximately ZAR 1,011 million. A gross dividend of 450 cents per ordinary share, being the dividend for the six months ended 31 December 2024, has been declared payable on 7 April 2025 to those shareholders recorded in the books of the company at the close of business on 4 April 2025. Ordinary shares trade ex-dividend from 2 April 2025.
お知らせ • Feb 14+ 1 more updateAfrican Rainbow Minerals Limited to Report Fiscal Year 2025 Results on Sep 05, 2025African Rainbow Minerals Limited announced that they will report fiscal year 2025 results on Sep 05, 2025
お知らせ • Feb 07African Rainbow Minerals Limited Announces Changes to the Board of Directors and Board CommitteesAfrican Rainbow Minerals Limited announced changes to the ARM Board of Directors and Board committees. The Board of African Rainbow Minerals Limited announced the appointment of Ms Tshifhiwa Gladys Ramuthaga and Mr. Peter William Steenkamp as Independent Non-executive Directors of the Company with effect from and including 6 February 2025, until such appointments are confirmed by the shareholders of the Company at ARM's next annual general meeting. The Board also announces that Mr. Alexander Komope Maditsi will step down as an Independent Non- executive Director of ARM with effect from and including 30 June 2025. The Board has approved the separation of the functions of the Investment and Technical Committee by establishing an Investment Committee and a Technical Committee. The membership of these Board committees, with effect from and including 6 February 2025, is as follows: · The following Independent Non-executive Directors have been appointed as members of the Investment Committee: Mr. Bongani Nqwababa (Chairman); Mr. Frank Abbott; Mr. Thomas Andrew Boardman; Mr. Anton Dirk Botha; Mr. Brian Kennedy; Mr. A K Maditsi; Ms Pitsi Josephine Mnisi; Mr. David Collen Noko; and Mr. Jan Christiaan Steenkamp. · The following Independent Non-executive Directors have been appointed as members of the Technical Committee: Mr. J C Steenkamp (Chairman); Mr. F Abbott; Mr. D C Noko; Mr. B Nqwababa; and Mr. P W Steenkamp.
Buy Or Sell Opportunity • Nov 12Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €8.85. The fair value is estimated to be €11.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Earnings per share has declined by 35%. For the next 3 years, revenue is forecast to grow by 8.0% per annum. Earnings are also forecast to grow by 10% per annum over the same time period.
Reported Earnings • Nov 06Full year 2024 earnings released: EPS: R16.05 (vs R41.21 in FY 2023)Full year 2024 results: EPS: R16.05 (down from R41.21 in FY 2023). Revenue: R11.4b (down 22% from FY 2023). Net income: R3.15b (down 61% from FY 2023). Profit margin: 28% (down from 55% in FY 2023). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 02Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €10.30, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 9x in the Metals and Mining industry in Europe. Total returns to shareholders of 40% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.09 per share.
Upcoming Dividend • Sep 26Upcoming dividend of R9.00 per shareEligible shareholders must have bought the stock before 02 October 2024. Payment date: 07 October 2024. Payout ratio is on the higher end at 93%, and the cash payout ratio is above 100%. Trailing yield: 8.1%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €8.95, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.38 per share.
Declared Dividend • Sep 09Final dividend of R9.00 announcedShareholders will receive a dividend of R9.00. Ex-date: 2nd October 2024 Payment date: 7th October 2024 Dividend yield will be 118%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not adequately covered by earnings (93% earnings payout ratio) nor is it covered by cash flows (225% cash payout ratio). The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.9% to bring the payout ratio under control. EPS is expected to grow by 71% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Sep 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 60% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 93% Cash payout ratio: 180% Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (28% net profit margin).
Reported Earnings • Sep 06Full year 2024 earnings released: EPS: R16.04 (vs R41.20 in FY 2023)Full year 2024 results: EPS: R16.04 (down from R41.20 in FY 2023). Revenue: R11.4b (down 22% from FY 2023). Net income: R3.15b (down 61% from FY 2023). Profit margin: 28% (down from 55% in FY 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 05+ 1 more updateAfrican Rainbow Minerals Limited Announces Board and Committee ChangesThe Board of African Rainbow Minerals Limited (ARM) announced that Mr. Alexander (Alex) Komope Maditsi is stepping down from his position as the Lead Independent Non-executive Director of ARM with effect from and including 3 September 2024. Mr. Maditsi is also stepping down from his position as the Chairman of both the Nomination Committee and the Non-executive Directors' Committee of the Company with effect from and including 3 September 2024. Mr. Maditsi will continue as an Independent Non-executive Director of the Board. The Board announced the appointment of Mr. David Collen Noko, who is an Independent Non-executive Director of the Company: as the Lead Independent Non-executive Director of ARM; to the Nomination Committee; and as the Chairman of the Nomination Committee and the Non-executive Directors' Committee, with effect from and including 3 September 2024. Mr. Noko will be stepping down from his position as the Chairman of the Investment and Technical Committee with effect from and including 3 September 2024. The Board announced the appointment of Mr. Bongani Nqwababa, who is an Independent Non-executive Director of the Company, as a member and Chairman of the Investment and Technical Committee. The company announced that Mr. Wilson Mangisi Gule will be stepping down from his position as a director of ARM with effect from and including 3 September 2024.
Buy Or Sell Opportunity • Aug 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €9.20. The fair value is estimated to be €11.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 47% in 2 years. Earnings are forecast to grow by 66% in the next 2 years.
Buy Or Sell Opportunity • Jul 05Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 55% to €12.20. The fair value is estimated to be €10.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 61% in 2 years. Earnings are forecast to grow by 58% in the next 2 years.
Buy Or Sell Opportunity • May 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 41% to €11.40. The fair value is estimated to be €9.48, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 57% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Buy Or Sell Opportunity • Apr 13Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to €9.70. The fair value is estimated to be €7.97, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 8.7% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 71% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Metals and Mining industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.92 per share.
Upcoming Dividend • Mar 27Upcoming dividend of R6.00 per shareEligible shareholders must have bought the stock before 03 April 2024. Payment date: 08 April 2024. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 7.5%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 12First half 2024 earnings released: EPS: R6.20 (vs R22.38 in 1H 2023)First half 2024 results: EPS: R6.20 (down from R22.38 in 1H 2023). Revenue: R5.82b (down 34% from 1H 2023). Net income: R1.22b (down 72% from 1H 2023). Profit margin: 21% (down from 50% in 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 1.1% growth forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Mar 11First half dividend of R6.00 announcedShareholders will receive a dividend of R6.00. Ex-date: 3rd April 2024 Payment date: 8th April 2024 Dividend yield will be 75%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (104% earnings payout ratio) nor is it covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. EPS is expected to grow by 24% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
New Risk • Mar 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 42% Last year net profit margin: 69% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 104% Cash payout ratio: 155% Minor Risk Profit margins are more than 30% lower than last year (42% net profit margin).
お知らせ • Mar 08African Rainbow Minerals Limited Announces Interim Dividend for the Six Months Ended 31 December, 2023, Payable on 8 April 2024African Rainbow Minerals Limited announced that for the six months ended 31 December, 2023, the board approved and declared an interim dividend of 600 cents per share (gross) (first half 2023: 1,400 cents per share). The amount to be paid is approximately ZAR 1,348 million. The dividend is payable on 8 April 2024 to those shareholders recorded in the books of the Company at the close of business on 5 April 2024.
お知らせ • Feb 01African Rainbow Minerals Limited to Report Fiscal Year 2024 Results on Sep 06, 2024African Rainbow Minerals Limited announced that they will report fiscal year 2024 results on Sep 06, 2024
お知らせ • Dec 11African Rainbow Minerals Limited Announces Audit and Risk Committee AppointmentsAfrican Rainbow Minerals Limited at its Annual General Meeting held on 8 December 2023, approved appointment of Mr. F Abbott and Mr. B Nqwababa as Audit and Risk Committee Members.
お知らせ • Nov 25African Rainbow Minerals Limited (JSE:ARI) signed an agreement to acquire 50% Participation Interest in Nkomati mine from Norilsk Nickel Africa Proprietary Limited for R1 million.African Rainbow Minerals Limited (JSE:ARI) signed an agreement to acquire 50% Participation Interest in Nkomati mine from Norilsk Nickel Africa Proprietary Limited for R1 million on November 24, 2023. The PSA provides for terms customary in agreements of this nature and includes (amongst other things): (i) limitations on liability and certain negotiated warranties, indemnities and undertakings; (ii) provisions governing the operation of the Nkomati mine during the interim period; and (iii) customary termination rights. The existing partnership agreement between ARM and NNAf in relation to the Nkomati mine will terminate immediately following successful closing of the Transaction on the closing date. The Transaction is subject to certain conditions precedent, including, but not limited to: - approval from the South African Competition Authorities in terms of the Competition Act, 89 of 1998; and - consent in terms of Section 11 of the Mineral and Petroleum Resources Development Act, 28 of 2002 ("MPRDA"). The Transaction is expected to close during 2024.
お知らせ • Oct 27African Rainbow Minerals Limited, Annual General Meeting, Dec 08, 2023African Rainbow Minerals Limited, Annual General Meeting, Dec 08, 2023, at 13:00 South Africa Standard Time. Location: Sandton Convention Centre corner of Fifth and Maude Streets Sandton South Africa
Valuation Update With 7 Day Price Move • Oct 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €7.05, 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. Negligible returns to shareholders over past three years. Simply Wall St's valuation model estimates the intrinsic value at €6.74 per share.
Upcoming Dividend • Sep 27Upcoming dividend of R12.00 per share at 16% yieldEligible shareholders must have bought the stock before 04 October 2023. Payment date: 09 October 2023. Payout ratio is a comfortable 63% and the cash payout ratio is 79%. Trailing yield: 16%. Within top quartile of German dividend payers (4.9%). Higher than average of industry peers (8.9%).
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €8.60, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 27% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.42 per share.
お知らせ • Sep 05African Rainbow Minerals Limited Announces Final Cash Dividend Declaration for the Financial Year Ended 30 June 2023African Rainbow Minerals Limited announced that a final dividend of ZAR 12.00 per share is declared (F2022: ZAR 20.00 per share). A gross dividend of ZAR 12.00 per ordinary share, being the dividend for the year ended 30 June 2023, has been declared payable on 9 October 2023 to those shareholders recorded in the books of the company at the close of business on 6 October 2023.
お知らせ • Aug 25African Rainbow Minerals Limited Provides Earnings Guidance for the Financial Year Ended 30 June 2023African Rainbow Minerals Limited provided earnings guidance for the Financial Year ended 30 June 2023. For the year, the company expects Basic earnings for F2023 are expected to decrease by between 33% and 42% to between ZAR 207 million and ZAR 325 million (F2022: ZAR 426 million) while basic earnings per share for F2023 are expected to decrease to between 3,679 and 4,250 cents (F2022: 6,343 cents).
Buying Opportunity • May 11Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €13.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 38%. Revenue is forecast to grow by 21% in 2 years. Earnings is forecast to decline by 36% in the next 2 years.
Upcoming Dividend • Mar 22Upcoming dividend of R14.00 per share at 14% yieldEligible shareholders must have bought the stock before 29 March 2023. Payment date: 03 April 2023. Payout ratio is a comfortable 52% and the cash payout ratio is 80%. Trailing yield: 14%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (8.6%).
Buying Opportunity • Feb 18Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 46%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 0.2% per annum over the same time period.
お知らせ • Feb 17African Rainbow Minerals Limited Provides Earnings Guidance for First Half of 2023African Rainbow Minerals Limited provided earnings guidance for first half of 2023. For the period, Basic earnings per share are therefore expected to be between ZAR 2.147 cents and ZAR 2.306 cents (1H F2022: 1.988 cents). Basic earnings are expected to increase by between 8% and 16% to between R4 204 million and R4 516 million (1H F2022: R3893 million).
お知らせ • Jan 22+ 1 more updateAfrican Rainbow Minerals Limited to Report Fiscal Year 2023 Results on Sep 04, 2023African Rainbow Minerals Limited announced that they will report fiscal year 2023 results on Sep 04, 2023
Recent Insider Transactions • Nov 18Non-Executive Director recently sold €543k worth of stockOn the 14th of November, Michael Arnold sold around 33k shares on-market at roughly €16.31 per share. This transaction amounted to 51% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.90, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Total returns to shareholders of 128% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €19.61 per share.
Upcoming Dividend • Sep 21Upcoming dividend of R20.00 per shareEligible shareholders must have bought the stock before 28 September 2022. Payment date: 03 October 2022. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of German dividend payers (5.0%). Higher than average of industry peers (10%).
Reported Earnings • Sep 07Full year 2022 earnings released: EPS: R63.43 (vs R64.64 in FY 2021)Full year 2022 results: EPS: R63.43 (down from R64.64 in FY 2021). Revenue: R16.9b (down 14% from FY 2021). Net income: R12.4b (down 1.6% from FY 2021). Profit margin: 74% (up from 64% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Metals and Mining industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to €14.00, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 4x in the Metals and Mining industry in Europe. Total returns to shareholders of 80% over the past three years.
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 5x in the Metals and Mining industry in Europe. Total returns to shareholders of 79% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of R12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 04 April 2022. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (8.1%).
Valuation Update With 7 Day Price Move • Mar 22Investor sentiment improved over the past weekAfter last week's 17% share price gain to €18.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Metals and Mining industry in Europe. Total returns to shareholders of 154% over the past three years.
お知らせ • Mar 05African Rainbow Minerals Limited Announced Interim Dividend for First Half Ended December 31, 2021, Payable on April 4, 2022African Rainbow Minerals Limited announced that the Board approved and declared an interim dividend of 1,200 cents per share for the six months ended December 31, 2021, has been declared payable on April 4, 2022 to those shareholders recorded in the books of the company at the close of business on 1 April 2022.
お知らせ • Feb 19African Rainbow Minerals Limited Provides Earnings Guidance for the Six Months Ended 31 December 2021African Rainbow Minerals Limited provided earnings guidance for the six months ended 31 December 2021. For the period, Headline earnings for 1H F2022 are expected to decrease by between 24% and 33% compared to the corresponding six months ended 31 December 2020 (1H F2021) to between ZAR 376 million and ZAR 830 million. Headline earnings per share are therefore expected to be between 1,733 cents and 1,966 cents. Basic earnings for 1H F2022 are expected to decrease by between 17% and 26% to between ZAR 602 million and ZAR 040 million while basic earnings per share are expected to be between 1,849 cents and 2,074 cents.
Valuation Update With 7 Day Price Move • Feb 12Investor sentiment improved over the past weekAfter last week's 19% share price gain to €15.20, 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 111% over the past three years.
Reported Earnings • Oct 22Full year 2021 earnings released: EPS R64.64 (vs R20.42 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R19.7b (up 69% from FY 2020). Net income: R12.6b (up 218% from FY 2020). Profit margin: 64% (up from 34% in FY 2020). The increase in margin was primarily driven by higher revenue. Production and reserves: Gold Production: 1,537.6 troy koz (1,219.4 troy koz in FY 2020) Number of mines: 3 Iron Production: 7.965 Mt (8.046 Mt in FY 2020) Proved and probable reserves (ore): 483.2 Mt Number of mines: 3 Coal Production: 3.845 Mt (4.455 Mt in FY 2020) Number of mines: 2 Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to €12.20, 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 108% over the past three years.
Upcoming Dividend • Sep 22Upcoming dividend of R20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 October 2021. Trailing yield: 19%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (7.2%).
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €12.60, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 7x in the Metals and Mining industry in Europe. Total returns to shareholders of 116% over the past three years.
Reported Earnings • Sep 08Full year 2021 earnings released: EPS R64.64 (vs R20.42 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: R19.7b (up 69% from FY 2020). Net income: R12.6b (up 218% from FY 2020). Profit margin: 64% (up from 34% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 17Upcoming Dividend of R10.00 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.4% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (4.5%).
Reported Earnings • Mar 05First half 2021 earnings released: EPS R24.99 (vs R11.02 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: R9.05b (up 63% from 1H 2020). Net income: R4.87b (up 128% from 1H 2020). Profit margin: 54% (up from 38% 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 11% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Feb 25New 90-day high: €17.10The company is up 25% from its price of €13.70 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 54% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.03 per share.
お知らせ • Feb 23African Rainbow Minerals Limited to Report Fiscal Year 2021 Results on Aug 31, 2021African Rainbow Minerals Limited announced that they will report fiscal year 2021 results on Aug 31, 2021
お知らせ • Feb 17African Rainbow Minerals Limited to Report First Half, 2021 Results on Mar 03, 2021African Rainbow Minerals Limited announced that they will report first half, 2021 results on Mar 03, 2021
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to R16.20, the stock is trading at a trailing P/E ratio of 13.4x, up from the previous P/E ratio of 11.5x. 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 143%.
Is New 90 Day High Low • Jan 22New 90-day high: €16.50The company is up 28% from its price of €12.90 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 56% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.58 per share.
お知らせ • Jan 19African Rainbow Minerals Limited, Annual General Meeting, Dec 06, 2021African Rainbow Minerals Limited, Annual General Meeting, Dec 06, 2021.
Is New 90 Day High Low • Jan 05New 90-day high: €15.00The company is up 55% from its price of €9.70 on 07 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.87 per share.
Is New 90 Day High Low • Dec 17New 90-day high: €14.60The company is up 40% from its price of €10.40 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.49 per share.
Recent Insider Transactions • Nov 17Non-Executive Director recently sold €518k worth of stockOn the 13th of November, Michael Arnold sold around 40k shares on-market at roughly €12.96 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.7m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 11New 90-day high: €13.40The company is up 41% from its price of €9.50 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.95 per share.
Reported Earnings • Nov 01Full year earnings released - EPS €20.42Over the last 12 months the company has reported total profits of R3.97b, up 11% from the prior year. Total revenue was R11.7b over the last 12 months, up 32% from the prior year. Profit margins were 34%, which is lower than the 40% margin from last year. The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Nov 01Annual earnings released: Revenue beats expectationsAnnual revenue exceeded analyst estimates by 15% at R12.4b. Revenue is forecast to grow 22% over the next year, compared to a 8.1% growth forecast for the Metals and Mining industry in Germany.
Valuation Update With 7 Day Price Move • Oct 21Market bids up stock over the past weekAfter last week's 18% share price gain to R12.30, the stock is trading at a trailing P/E ratio of 12.1x, up from the previous P/E ratio of 10.2x. This compares to an average P/E of 13x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 137%.
Valuation Update With 7 Day Price Move • Oct 17Market bids up stock over the past weekAfter last week's 19% share price gain to R11.90, the stock is trading at a trailing P/E ratio of 11.5x, up from the previous P/E ratio of 9.6x. This compares to an average P/E of 13x in the Metals and Mining industry in Europe. Total returns to shareholders over the past three years are 134%.
Is New 90 Day High Low • Oct 17New 90-day high: €11.90The company is up 29% from its price of €9.20 on 17 July 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.49 per share.
お知らせ • Sep 30African Rainbow Minerals Limited Announces Management ChangesAfrican Rainbow Minerals Limited announced that, as announced by ARM on 31 March 2020, Ms Abigail Mukhuba has stepped down from the Board effective from 30 September 2020, being her last day as ARM Finance Director. The Board undertook a process to identify a permanent successor for Ms Mukhuba and announced the decision to appoint Ms Tsundzukani Mhlanga, the current Chief Finance Officer, as the new ARM Finance Director, with effect from and including 1 October 2020 until her appointment is approved by the shareholders at the next annual general meeting of the Company. The Board announced the decision to appoint Ms Pitsi Mnisi as a Non-executive Director of the Company with effect from and including 30 September 2020, until her appointment is approved by the shareholders at the next annual general meeting of the Company. Dr. Manana Bakane-Tuoane, an Independent Non-executive Director of ARM, has stepped down from the Board with effect from 29 September 2020. Mr. Tom Boardman, an Independent Non-Executive Director of ARM, has been appointed by the Board as a member of the Investment Committee.
