Brikor（BIK）株式概要ブリコル・リミテッドは、その子会社とともに、南アフリカ共和国で建築・建設資材を製造・供給しています。 詳細BIK 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0/6過去の実績0/6財務の健全性5/6配当金0/6リスク分析過去5年間で収益は年間37.2%減少しました。 ZA市場と比較して、過去 3 か月間の株価の変動が非常に大きい意味のある時価総額がありません ( ZAR99M )すべてのリスクチェックを見るBIK 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 ValueRCurrent PriceR0.1269.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-25m487m2016201920222025202620282031Revenue R486.6mEarnings R48.4mAdvancedSet Fair ValueView all narrativesBrikor Limited 競合他社Sephaku HoldingsSymbol: JSE:SEPMarket cap: R467.6mAfrimatSymbol: JSE:AFTMarket cap: R4.8bPPCSymbol: JSE:PPCMarket cap: R10.2bCopper 360Symbol: JSE:CPRMarket cap: R339.1m価格と性能株価の高値、安値、推移の概要Brikor過去の株価現在の株価R0.1252週高値R0.1852週安値R0.02ベータ-0.111ヶ月の変化-14.29%3ヶ月変化-20.00%1年変化-14.29%3年間の変化-25.00%5年間の変化-89.29%IPOからの変化-92.73%最新ニュースBoard Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...分析記事 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa最新情報をもっと見るRecent updatesBoard Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.分析記事 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...分析記事 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South AfricaReported Earnings • Jun 20Full year 2025 earnings released: R0.003 loss per share (vs R0.01 profit in FY 2024)Full year 2025 results: R0.003 loss per share (down from R0.01 profit in FY 2024). Revenue: R380.7m (up 8.6% from FY 2024). Net loss: R2.65m (down 132% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Jun 17Brikor Limited to Report Fiscal Year 2025 Results on Jun 20, 2025Brikor Limited announced that they will report fiscal year 2025 results at 12:00 PM, South Africa Standard Time on Jun 20, 2025New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.80m). Minor Risk Latest financial reports are more than 6 months old (reported August 2024 fiscal period end).New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R115.1m market cap, or US$6.44m).Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.009 (vs R0.025 in 1H 2024)First half 2025 results: EPS: R0.009 (down from R0.025 in 1H 2024). Revenue: R224.5m (up 18% from 1H 2024). Net income: R7.40m (down 64% from 1H 2024). Profit margin: 3.3% (down from 11% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.New Risk • Dec 01New major risk - Revenue and earnings growthEarnings have declined by 6.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.75m).お知らせ • Jun 29Brikor Limited, Annual General Meeting, Aug 22, 2024Brikor Limited, Annual General Meeting, Aug 22, 2024. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South AfricaReported Earnings • Jun 04Full year 2024 earnings released: EPS: R0.01 (vs R0.007 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.007 loss in FY 2023). Revenue: R350.5m (up 13% from FY 2023). Net income: R8.24m (up R14.1m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 29Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced the following changes to the board of directors with effect from 23 May 2024: Johan (Joe) van Rensburg was appointed as executive director of Brikor; Schalk Burger has resigned as non-executive director of Brikor; and Corné Oberholzer has changed his designation from an alternative director to Schalk Burger to a non-executive director of Brikor. Joe has vast experience within mining sector and has been involved in mine management, Safety Health Environment management and various training roles over the last 25 years. He is currently the mine manager of Ilangabi Investments 12 (Pty) Ltd, a wholly-owned subsidiary of Brikor. The board of directors of Brikor welcomes Joe to the board of Brikor and wishes him success in his new role and thanks Schalk for his invaluable role on the board.お知らせ • Feb 28Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced that the shareholders are advised of the appointment of Schalk Burger as non-executive director of Brikor, with effect from 23 February 2024. Corné Oberholzer a non-executive director, has changed his role to alternative director to Schalk Burger with effect from 23 February 2024. Schalk began his career at Santam and later moved to Alexander Forbes. In 1999 Schalk founded SBinvest which specialised in short- and long-term insurance. He later sold this successful company to Indwe Risk Services. In 2005, Schalk founded Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, Nikkel Trading 392 (Pty) Ltd. Schalk Burger (SA) Group of Companies is a private venture capital company which holds a wide-ranging portfolio in various business sectors including mining, financial services, commercial and industrial, property and agriculture.お知らせ • Feb 03Brikor Limited Announces Board AppointmentsBrikor Limited announced the appointment of Corné Oberholzer and Michiel Laubscher as non-executive directors of the company, with effect from 1 February 2024. Corné Oberholzer (MBA, LLB, LLM, B Juris), an attorney with more than 20 years of legal and commercial experience, is currently the Group Legal Counsel for the Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, NikkelTrading 392 (Pty) Ltd. ("Nikkel Trading"). He was previously, amongst others, a director of both the Forensic Accounting and Consulting divisions of Deloitte South Africa, as well as a director and head of Forensic Services for Deloitte Central Europe, establishing and leading practices in the Czech Republic, Poland and Hungary. Michiel Laubscher (MBA, CA(SA)) is currently the Group Chief Financial Officer of Nikkel Trading, the major shareholder of Brikor. He has over 17 years of experience and has been highly effective at guiding the strategic direction of organisations, both financially andoperationally. He also has extensive experience in the core sectors in which Brikor operates, having served as Chief Financial Officer for more than 10 years for another major brick manufacturer before joining Nikkel Trading.Reported Earnings • Nov 24First half 2024 earnings released: EPS: R0.025 (vs R0.001 in 1H 2023)First half 2024 results: EPS: R0.025 (up from R0.001 in 1H 2023). Revenue: R190.1m (up 13% from 1H 2023). Net income: R20.2m (up R19.6m from 1H 2023). Profit margin: 11% (up from 0.4% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.お知らせ • Nov 23Brikor Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Brikor Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects earnings per share (EPS) to be a profit of between 2.3 cents and 2.8 cents per share compared to that of the previous corresponding period which reported EPS of 0.1 cents per share for the six months ended 31 August 2022. This equates to an increase in EPS of more than 100% when compared to the previous reporting period. Headline earnings per share (HEPS) expects to be a profit of between 2.4 cents and 2.9 cents per share compared to the previous corresponding period which reported HEPS of 0.0 cents per share for the six months ended 31 August 2022. This equates to an increase in HEPS of more than 100% when compared to the previous reporting period.分析記事 • Jul 20Brikor (JSE:BIK) Could Be Struggling To Allocate CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...お知らせ • Jun 30Brikor Limited, Annual General Meeting, Nov 23, 2023Brikor Limited, Annual General Meeting, Nov 23, 2023, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1 Boardroom, 1 Marievale Road, Vorsterskroon, Nigel Nigel South AfricaReported Earnings • Jun 02Full year 2023 earnings released: R0.70 loss per share (vs R0.003 profit in FY 2022)Full year 2023 results: R0.70 loss per share (down from R0.003 profit in FY 2022). Revenue: R311.7m (up 14% from FY 2022). Net loss: R5.87m (down 307% from profit in FY 2022).お知らせ • Jul 08Brikor Limited, Annual General Meeting, Nov 24, 2022Brikor Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1, Boardroom, 1 Marievale Road Nigel South AfricaBuying Opportunity • Jun 06Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be R0.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.分析記事 • May 11Brikor (JSE:BIK) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...分析記事 • Nov 24Brikor (JSE:BIK) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfBrikor Limited ( JSE:BIK ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Reported Earnings • Nov 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.011 (up from R0.003 loss in 1H 2021). Revenue: R152.3m (up 19% from 1H 2021). Net income: R9.09m (up R10.8m from 1H 2021). Profit margin: 6.0% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates.Reported Earnings • Jun 06Full year 2021 earnings released: EPS R0.019 (vs R0.002 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R257.9m (down 12% from FY 2020). Net income: R12.0m (up R10.4m from FY 2020). Profit margin: 4.6% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses.お知らせ • Mar 04Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million.Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million on March 2, 2021. Under the terms of the transaction, Brikor will issue193 million ordinary shares in Brikor to the sellers, credited as fully paid-up and as to the balance, being an amount of ZAR 21.05 million, by Brikor crediting the said amount of ZAR 21.05 million to the loan account of the Sellers in the books of account of Brikor which loan accounts. The balance amount of ZAR 21.05 million be paid in monthly instalments of ZAR 0.5 million each (including capital and interest), it being agreed that the amount of the Subject Loan outstanding as at the fifth anniversary of the Effective Date shall be paid by Brikor to the sellers within business days after the fifth anniversary of the Effective Date. In addition, Brikor as the right to repay the outstanding Subject Loan from time to time in greater instalments and more frequently. The Sellers have granted Brikor an irrevocable right and option from March 2, 2021 until 30 April 2023 to call the remaining 60% shareholding in Zingaro from the Sellers for a purchase consideration of ZAR 90 million in the aggregate, which purchase consideration shall be discharged by the allotment and issue by Brikor of 600 million ordinary shares in Brikor to the Sellers at an issue price of 15 cents per Brikor share, credited as fully paid-up. The value of the net assets is ZAR 49.2 million and the profits attributable to the net assets that are the subject of the transaction is ZAR 10.3 million as at June 30, 2020. The transaction is unconditional in all respects. Brikor Limited (JSE:BIK) completed the acquisition of 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys on March 2, 2021.Is New 90 Day High Low • Feb 12New 90-day high: R0.27The company is up 350% from its price of R0.06 on 13 November 2020. The South African market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period.お知らせ • Nov 11Brikor Limited Announces Management AppointmentsBrikor Limited announced the appointment of Steve Naude as member of social and ethics committee and Allan Pellow as member of remuneration committee.お知らせ • Nov 07Brikor Limited Announces Management AppointmentsBrikor Limited announced appointment of Steve Naude as member and Chairman of the audit and risk committee. Appointment of Dries Ferreira, Mamsy Mokate as member of the audit and risk committee.Reported Earnings • Oct 23First half earnings releasedOver the last 12 months the company has reported total losses of R11.6m, with earnings decreasing by R24.5m from the prior year. Total revenue was R254.4m over the last 12 months, down 14% from the prior year.お知らせ • Sep 05Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK).Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020. Elizabeth Catharina Meiring completed the acquisition of 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020.株主還元BIKZA Basic MaterialsZA 市場7D0%3.0%-2.5%1Y-14.3%109.9%20.0%株主還元を見る業界別リターン: BIK過去 1 年間で109.9 % の収益を上げたZA Basic Materials業界を下回りました。リターン対市場: BIKは、過去 1 年間で20 % のリターンを上げたZA市場を下回りました。価格変動Is BIK's price volatile compared to industry and market?BIK volatilityBIK Average Weekly Movement147.7%Basic Materials Industry Average Movement5.4%Market Average Movement5.0%10% most volatile stocks in ZA Market10.9%10% least volatile stocks in ZA Market3.3%安定した株価: BIKの株価は、 ZA市場と比較して過去 3 か月間で変動しています。時間の経過による変動: BIKの 週次ボラティリティ は、過去 1 年間で75%から148%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト1994n/aGarnett Parkinwww.brikor.netブリコル・リミテッドは、子会社と共に南アフリカ共和国で建築・建設資材を製造・供給している。レンガと石炭の2つのセグメントで事業を展開。同社は、住宅、住宅用、商業用、工業用、土木工学用、インフラ・プロジェクト用の半製品、ストックれんが、および付属製品を提供している。また、石炭や粘土の採掘、輸送サービスの提供にも携わっている。同社は1994年に設立され、南アフリカ共和国のナイジェルに拠点を置く。もっと見るBrikor Limited 基礎のまとめBrikor の収益と売上を時価総額と比較するとどうか。BIK 基礎統計学時価総額R98.68m収益（TTM）-R25.10m売上高(TTM)R326.05m0.3xP/Sレシオ-3.9xPER（株価収益率BIK 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BIK 損益計算書（TTM）収益R326.05m売上原価R309.07m売上総利益R16.98mその他の費用R42.09m収益-R25.10m直近の収益報告Aug 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.031グロス・マージン5.21%純利益率-7.70%有利子負債／自己資本比率9.5%BIK の長期的なパフォーマンスは？過去の実績と比較を見る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2026/05/16 16:04終値2026/05/15 00:00収益2025/08/31年間収益2025/02/28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Brikor Limited 0 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。0
Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...
Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...
分析記事 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa
Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...
Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
分析記事 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...
分析記事 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa
Reported Earnings • Jun 20Full year 2025 earnings released: R0.003 loss per share (vs R0.01 profit in FY 2024)Full year 2025 results: R0.003 loss per share (down from R0.01 profit in FY 2024). Revenue: R380.7m (up 8.6% from FY 2024). Net loss: R2.65m (down 132% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Jun 17Brikor Limited to Report Fiscal Year 2025 Results on Jun 20, 2025Brikor Limited announced that they will report fiscal year 2025 results at 12:00 PM, South Africa Standard Time on Jun 20, 2025
New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.80m). Minor Risk Latest financial reports are more than 6 months old (reported August 2024 fiscal period end).
New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R115.1m market cap, or US$6.44m).
Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.009 (vs R0.025 in 1H 2024)First half 2025 results: EPS: R0.009 (down from R0.025 in 1H 2024). Revenue: R224.5m (up 18% from 1H 2024). Net income: R7.40m (down 64% from 1H 2024). Profit margin: 3.3% (down from 11% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
New Risk • Dec 01New major risk - Revenue and earnings growthEarnings have declined by 6.5% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.75m).
お知らせ • Jun 29Brikor Limited, Annual General Meeting, Aug 22, 2024Brikor Limited, Annual General Meeting, Aug 22, 2024. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa
Reported Earnings • Jun 04Full year 2024 earnings released: EPS: R0.01 (vs R0.007 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.007 loss in FY 2023). Revenue: R350.5m (up 13% from FY 2023). Net income: R8.24m (up R14.1m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.
Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced the following changes to the board of directors with effect from 23 May 2024: Johan (Joe) van Rensburg was appointed as executive director of Brikor; Schalk Burger has resigned as non-executive director of Brikor; and Corné Oberholzer has changed his designation from an alternative director to Schalk Burger to a non-executive director of Brikor. Joe has vast experience within mining sector and has been involved in mine management, Safety Health Environment management and various training roles over the last 25 years. He is currently the mine manager of Ilangabi Investments 12 (Pty) Ltd, a wholly-owned subsidiary of Brikor. The board of directors of Brikor welcomes Joe to the board of Brikor and wishes him success in his new role and thanks Schalk for his invaluable role on the board.
お知らせ • Feb 28Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced that the shareholders are advised of the appointment of Schalk Burger as non-executive director of Brikor, with effect from 23 February 2024. Corné Oberholzer a non-executive director, has changed his role to alternative director to Schalk Burger with effect from 23 February 2024. Schalk began his career at Santam and later moved to Alexander Forbes. In 1999 Schalk founded SBinvest which specialised in short- and long-term insurance. He later sold this successful company to Indwe Risk Services. In 2005, Schalk founded Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, Nikkel Trading 392 (Pty) Ltd. Schalk Burger (SA) Group of Companies is a private venture capital company which holds a wide-ranging portfolio in various business sectors including mining, financial services, commercial and industrial, property and agriculture.
お知らせ • Feb 03Brikor Limited Announces Board AppointmentsBrikor Limited announced the appointment of Corné Oberholzer and Michiel Laubscher as non-executive directors of the company, with effect from 1 February 2024. Corné Oberholzer (MBA, LLB, LLM, B Juris), an attorney with more than 20 years of legal and commercial experience, is currently the Group Legal Counsel for the Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, NikkelTrading 392 (Pty) Ltd. ("Nikkel Trading"). He was previously, amongst others, a director of both the Forensic Accounting and Consulting divisions of Deloitte South Africa, as well as a director and head of Forensic Services for Deloitte Central Europe, establishing and leading practices in the Czech Republic, Poland and Hungary. Michiel Laubscher (MBA, CA(SA)) is currently the Group Chief Financial Officer of Nikkel Trading, the major shareholder of Brikor. He has over 17 years of experience and has been highly effective at guiding the strategic direction of organisations, both financially andoperationally. He also has extensive experience in the core sectors in which Brikor operates, having served as Chief Financial Officer for more than 10 years for another major brick manufacturer before joining Nikkel Trading.
Reported Earnings • Nov 24First half 2024 earnings released: EPS: R0.025 (vs R0.001 in 1H 2023)First half 2024 results: EPS: R0.025 (up from R0.001 in 1H 2023). Revenue: R190.1m (up 13% from 1H 2023). Net income: R20.2m (up R19.6m from 1H 2023). Profit margin: 11% (up from 0.4% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
お知らせ • Nov 23Brikor Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Brikor Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects earnings per share (EPS) to be a profit of between 2.3 cents and 2.8 cents per share compared to that of the previous corresponding period which reported EPS of 0.1 cents per share for the six months ended 31 August 2022. This equates to an increase in EPS of more than 100% when compared to the previous reporting period. Headline earnings per share (HEPS) expects to be a profit of between 2.4 cents and 2.9 cents per share compared to the previous corresponding period which reported HEPS of 0.0 cents per share for the six months ended 31 August 2022. This equates to an increase in HEPS of more than 100% when compared to the previous reporting period.
分析記事 • Jul 20Brikor (JSE:BIK) Could Be Struggling To Allocate CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
お知らせ • Jun 30Brikor Limited, Annual General Meeting, Nov 23, 2023Brikor Limited, Annual General Meeting, Nov 23, 2023, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1 Boardroom, 1 Marievale Road, Vorsterskroon, Nigel Nigel South Africa
Reported Earnings • Jun 02Full year 2023 earnings released: R0.70 loss per share (vs R0.003 profit in FY 2022)Full year 2023 results: R0.70 loss per share (down from R0.003 profit in FY 2022). Revenue: R311.7m (up 14% from FY 2022). Net loss: R5.87m (down 307% from profit in FY 2022).
お知らせ • Jul 08Brikor Limited, Annual General Meeting, Nov 24, 2022Brikor Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1, Boardroom, 1 Marievale Road Nigel South Africa
Buying Opportunity • Jun 06Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be R0.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • May 11Brikor (JSE:BIK) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
分析記事 • Nov 24Brikor (JSE:BIK) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfBrikor Limited ( JSE:BIK ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Reported Earnings • Nov 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.011 (up from R0.003 loss in 1H 2021). Revenue: R152.3m (up 19% from 1H 2021). Net income: R9.09m (up R10.8m from 1H 2021). Profit margin: 6.0% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates.
Reported Earnings • Jun 06Full year 2021 earnings released: EPS R0.019 (vs R0.002 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R257.9m (down 12% from FY 2020). Net income: R12.0m (up R10.4m from FY 2020). Profit margin: 4.6% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses.
お知らせ • Mar 04Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million.Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million on March 2, 2021. Under the terms of the transaction, Brikor will issue193 million ordinary shares in Brikor to the sellers, credited as fully paid-up and as to the balance, being an amount of ZAR 21.05 million, by Brikor crediting the said amount of ZAR 21.05 million to the loan account of the Sellers in the books of account of Brikor which loan accounts. The balance amount of ZAR 21.05 million be paid in monthly instalments of ZAR 0.5 million each (including capital and interest), it being agreed that the amount of the Subject Loan outstanding as at the fifth anniversary of the Effective Date shall be paid by Brikor to the sellers within business days after the fifth anniversary of the Effective Date. In addition, Brikor as the right to repay the outstanding Subject Loan from time to time in greater instalments and more frequently. The Sellers have granted Brikor an irrevocable right and option from March 2, 2021 until 30 April 2023 to call the remaining 60% shareholding in Zingaro from the Sellers for a purchase consideration of ZAR 90 million in the aggregate, which purchase consideration shall be discharged by the allotment and issue by Brikor of 600 million ordinary shares in Brikor to the Sellers at an issue price of 15 cents per Brikor share, credited as fully paid-up. The value of the net assets is ZAR 49.2 million and the profits attributable to the net assets that are the subject of the transaction is ZAR 10.3 million as at June 30, 2020. The transaction is unconditional in all respects. Brikor Limited (JSE:BIK) completed the acquisition of 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys on March 2, 2021.
Is New 90 Day High Low • Feb 12New 90-day high: R0.27The company is up 350% from its price of R0.06 on 13 November 2020. The South African market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period.
お知らせ • Nov 11Brikor Limited Announces Management AppointmentsBrikor Limited announced the appointment of Steve Naude as member of social and ethics committee and Allan Pellow as member of remuneration committee.
お知らせ • Nov 07Brikor Limited Announces Management AppointmentsBrikor Limited announced appointment of Steve Naude as member and Chairman of the audit and risk committee. Appointment of Dries Ferreira, Mamsy Mokate as member of the audit and risk committee.
Reported Earnings • Oct 23First half earnings releasedOver the last 12 months the company has reported total losses of R11.6m, with earnings decreasing by R24.5m from the prior year. Total revenue was R254.4m over the last 12 months, down 14% from the prior year.
お知らせ • Sep 05Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK).Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020. Elizabeth Catharina Meiring completed the acquisition of 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020.
