View ValuationMantengu 将来の成長Future 基準チェック /06現在、 Mantenguの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長18.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Oct 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended August 31, 2024Mantengu Mining Limited provided earnings guidance for the six months ended August 31, 2024. In terms of paragraph 3.4(b) of the Listings Requirements of JSE Limited, companies are required to publish a trading statement as soon as they become reasonably certain that the financial results for the period to be reported on will differ by more than 20% from that of the previous corresponding period. Accordingly, a review by management of the financial results for the six months ended 31 August 2024 has indicated that: - the earnings and headline earnings per share are expected to be between 1 cent and 2 cents, reflecting an improvement of between 105% and 125% compared to the loss of 10 cents for the six months ended 31 August 2023.お知らせ • Nov 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Mantengu Mining Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects the basic loss and headline loss per share (LPS) and (HLPS) to be between 9.5 cents per share and 10.5 cents per share, reflecting an increase of between 90% and 110% compared to the LPS and HLPS of 5 cents for the six months ended 31 August 2022.すべての更新を表示Recent updatesお知らせ • Feb 21+ 2 more updatesMantengu Limited Announces Appointment of Langton Mpofu as Chief Financial Officer, Effective March 1, 2026Mantengu Limited announces the appointment of Mr. Langton Mpofu as Chief Financial Officer of the Company with effect from March 1, 2026. Mr. Langton Mpofu is a qualified Chartered Accountant with over 8 years’ experience. He obtained a Bachelor of Commerce (Honours) in Accounting from the University of Johannesburg. During his time as an audit manager, he served clients in the mining, public and manufacturing sectors. Mr. Langton Mpofu has extensive experience managing the regulatory compliance, financial reporting, risk management, providing strategic financial insights and analysis. He joined Mantengu in 2024 as the Group Financial Manager overseeing the group finance function and reporting to the Chief Financial Officer.Recent Insider Transactions • Feb 20Deputy CEO recently bought R1.3m worth of stockOn the 17th of February, Magendren Naidoo bought around 30k shares on-market at roughly R42.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magendren has been a buyer over the last 12 months, purchasing a net total of R1.3m worth in shares.分析記事 • Dec 27Market Might Still Lack Some Conviction On Mantengu Limited (JSE:MTU) Even After 35% Share Price BoostThose holding Mantengu Limited ( JSE:MTU ) shares would be relieved that the share price has rebounded 35% in the last...Reported Earnings • Dec 01First half 2026 earnings released: R0.27 loss per share (vs R0.017 profit in 1H 2025)First half 2026 results: R0.27 loss per share (down from R0.017 profit in 1H 2025). Revenue: R243.0m (up 110% from 1H 2025). Net loss: R81.1m (down R84.0m from profit in 1H 2025).New Risk • Nov 26New 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 11% 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 Interest payments are not well covered by earnings (0.01x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R114.5m market cap, or US$6.70m).お知らせ • Nov 25Mantengu Limited to Report First Half, 2026 Results on Nov 28, 2025Mantengu Limited announced that they will report first half, 2026 results on Nov 28, 2025分析記事 • Nov 11Subdued Growth No Barrier To Mantengu Limited (JSE:MTU) With Shares Advancing 26%Those holding Mantengu Limited ( JSE:MTU ) shares would be relieved that the share price has rebounded 26% in the last...分析記事 • Jul 22There's Reason For Concern Over Mantengu Mining Limited's (JSE:MTU) Massive 31% Price JumpMantengu Mining Limited ( JSE:MTU ) shareholders have had their patience rewarded with a 31% share price jump in the...New Risk • Jul 17New 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 10.0% 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 Interest payments are not well covered by earnings (0.01x net interest cover). Share price has been highly volatile over the past 3 months (10.0% average weekly change). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R160.3m market cap, or US$8.95m).お知らせ • Jul 01Mantengu Mining Limited, Annual General Meeting, Aug 21, 2025Mantengu Mining Limited, Annual General Meeting, Aug 21, 2025.New Risk • Jun 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.01x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.01x net interest cover). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R151.7m market cap, or US$8.54m). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).New Risk • Jun 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 70% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (86% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R151.7m market cap, or US$8.53m). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).Reported Earnings • Jun 02Full year 2025 earnings released: EPS: R1.48 (vs R0.007 in FY 2024)Full year 2025 results: EPS: R1.48 (up from R0.007 in FY 2024). Revenue: R317.5m (up 189% from FY 2024). Net income: R303.3m (up R302.1m from FY 2024). Profit margin: 96% (up from 1.1% in FY 2024).New Risk • May 30New 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 Interest payments are not well covered by earnings (1.9x net interest cover). Market cap is less than US$10m (R91.2m market cap, or US$5.09m). Minor Risks Latest financial reports are more than 6 months old (reported August 2024 fiscal period end). Share price has been volatile over the past 3 months (8.9% average weekly change).お知らせ • Feb 07Mantengu Mining Limited (JSE:MTU) entered into a purchase agreement to acquire Iron Plant in Phalaborwa, Limpopo of Masorini Iron Beneficiation Proprietary Limited for ZAR 19 million.Mantengu Mining Limited (JSE:MTU) entered into a purchase agreement to acquire Iron Plant in Phalaborwa, Limpopo of Masorini Iron Beneficiation Proprietary Limited for ZAR 19 million on February 5, 2025. The consideration consists of a deposit equal to 20% of the Purchase Price (“Deposit”), being ZAR 3.8 million has been settled by Mantengu Mining Limited and the balance of the Purchase Price (“Balance”), being ZAR 15.2 million (including VAT), is expected to be settled by Mantengu Mining Limited on or before February 28, 2025. In addition to the Purchase Price, Mantengu will pay a commission on the Acquisition to the Agent (“Commission”), calculated at 10% of the Purchase Price, being ZAR 19 million (including VAT), simultaneously with the Balance. The Acquisition is not subject to any conditions precedent. Transfer of ownership, possession and constructive delivery of the Assets will pass and be given to Mantengu at the Site by the Agents or the Seller once the Payments to the Agent have cleared in the Agent’s bank account. The transaction is subject to approval by bankruptcy court and is expected to close on or before February 28, 2025. Merchantec (Proprietary) Limited acted as financial advisor to Mantengu Mining Limited. Park Village Auctions & Property Sale Proprietary Limited acted as an agent appointed by Ntandazo Aviwe Ndyamara, Mohammed Yaseen Khammissa and Ebrahim Mehnaaz in respect to the transaction.分析記事 • Jan 16Mantengu Mining (JSE:MTU) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). High level of non-cash earnings (25% accrual ratio). Market cap is less than US$10m (R135.1m market cap, or US$7.52m). Minor Risk Shareholders have been diluted in the past year (9.7% increase in shares outstanding).お知らせ • Oct 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended August 31, 2024Mantengu Mining Limited provided earnings guidance for the six months ended August 31, 2024. In terms of paragraph 3.4(b) of the Listings Requirements of JSE Limited, companies are required to publish a trading statement as soon as they become reasonably certain that the financial results for the period to be reported on will differ by more than 20% from that of the previous corresponding period. Accordingly, a review by management of the financial results for the six months ended 31 August 2024 has indicated that: - the earnings and headline earnings per share are expected to be between 1 cent and 2 cents, reflecting an improvement of between 105% and 125% compared to the loss of 10 cents for the six months ended 31 August 2023.お知らせ • Oct 10Mantengu Mining Limited (JSE:MTU) entered into a sale of shares and claims agreement to acquire Blue Ridge Platinum (Pty) Limited from Ridge Mining Proprietary Limited and Imbani Platinum (Pty) Ltd.Mantengu Mining Limited (JSE:MTU) entered into a sale of shares and claims agreement to acquire Blue Ridge Platinum (Pty) Limited from Ridge Mining Proprietary Limited and Imbani Platinum (Pty) Ltd on October 9, 2024. 35 700 shares in Blue Ridge owned by Ridge Mining, constituting 50% of the entire issued share capital of Blue Ridge, 35 700 shares in Blue Ridge owned by Imbani, constituting 50% of the entire issued share capital of Blue Ridge, As consideration for the acquisition of the Sale Equity, Mantengu shall pay each of the Sellers the Sale Equity Purchase Consideration in cash, from immediately available funds, on the Effective Date as ZAR 1 for the Ridge Mining Sale Shares, ZAR 1 for the Imbani Mining Sale Shares, As consideration for the Sale Claims, Mantengu shall pay each of the Claim Holders in cash, from immediately available funds, on the Effective Date as a nominal cash amount of ZAR 22 in cash, from immediately available funds, on the Effective Date and an amount of ZAR 39.1 million payable to DBSA(DBSA Deferred Amount), a nominal cash amount of ZAR 14.00 in cash and an amount of ZAR 25.6 million payable to IDC (“IDC Deferred Amount”), in respect of the Sibanye Bermuda Claim, a nominal cash amount of ZAR 23.00 in cash, from immediately available funds, on the Effective Date and in respect of the Western Platinum Claim, a nominal cash amount of ZAR 1.00 in cash, from immediately available funds, on the Effective Date. The audited net asset value of Blue Ridge for the year ended December 31, 2023 was negative ZAR 1.98 billion. The Effective Date of the Transaction is the first business day following the date on which the last of the Conditions has been fulfilled or waived, as the case may be.New Risk • Aug 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R168.9m (US$9.11m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (27% average weekly change). Market cap is less than US$10m (R168.9m market cap, or US$9.11m). Minor Risk Shareholders have been diluted in the past year (9.7% increase in shares outstanding).分析記事 • Jul 24Is Mantengu Mining (JSE:MTU) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Jun 29Mantengu Mining Limited, Annual General Meeting, Aug 15, 2024Mantengu Mining Limited, Annual General Meeting, Aug 15, 2024.New Risk • Jun 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (35% average weekly change). High level of non-cash earnings (32% accrual ratio). Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (R236.4m market cap, or US$13.0m).Reported Earnings • May 29Full year 2024 earnings released: EPS: R0.01 (vs R0.12 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.12 loss in FY 2023). Revenue: R109.9m (up R105.4m from FY 2023). Net income: R1.17m (up R18.1m from FY 2023). Profit margin: 1.1% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.お知らせ • May 11Mantengu Mining Limited Appoints Keabetswe Mogaladi as Group Chief Operating OfficerMantengu Mining Limited announce that Mr. Keabetswe Mogaladi has, with effect from 13 May 2024, been appointed as Mantengu's Group Chief Operating Officer. Keabetswe will form part of the Group's Executive Committee and will bolster Mantengu's current focus on: the development of the Langpan chrome and PGM mine. operational excellence, cost optimisation and safety. augmenting Mantengu's growth strategy with the requisite skills and experience to expedite the Group's expansion plans. Keabetswe (Pr. Eng) is a registered Professional Engineer having obtained his BEng: (Hons) in Metallurgical Engineering from the University of Pretoria. He also obtained an MBA from Wits Business School and an Advanced Certificate in Accountancy from Unisa. Keabetswe has more than 13 years' experience in the industry and has a proven track record in various roles in the mining sector across different commodities. His interests are in business, mining & metallurgy, corporate finance, strategy, and leadership.お知らせ • Apr 05Mantengu Mining Limited to Report Fiscal Year 2024 Results on May 29, 2024Mantengu Mining Limited announced that they will report fiscal year 2024 results on May 29, 2024お知らせ • Dec 22Mantengu Mining Limited, Annual General Meeting, Jan 22, 2024Mantengu Mining Limited, Annual General Meeting, Jan 22, 2024, at 10:00 South Africa Standard Time.Reported Earnings • Dec 03First half 2024 earnings released: R0.10 loss per share (vs R0.045 loss in 1H 2023)First half 2024 results: R0.10 loss per share (further deteriorated from R0.045 loss in 1H 2023). Net loss: R16.0m (loss widened 116% from 1H 2023).お知らせ • Nov 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Mantengu Mining Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects the basic loss and headline loss per share (LPS) and (HLPS) to be between 9.5 cents per share and 10.5 cents per share, reflecting an increase of between 90% and 110% compared to the LPS and HLPS of 5 cents for the six months ended 31 August 2022.Recent Insider Transactions • Aug 31Non-Executive Chairman recently sold R117k worth of stockOn the 29th of August, Alistair Collins sold around 90k shares on-market at roughly R1.30 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alistair has been a net seller over the last 12 months, reducing personal holdings by R222k.New Risk • Jul 02New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R184.0m (US$9.78m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (1,614% average daily change). Revenue is less than US$1m (R4.5m revenue, or US$239k). Market cap is less than US$10m (R184.0m market cap, or US$9.78m). Minor Risk Less than 3 years of financial data is available.お知らせ • Jul 01Mantengu Mining Limited, Annual General Meeting, Aug 16, 2023Mantengu Mining Limited, Annual General Meeting, Aug 16, 2023, at 14:00 South Africa Standard Time.Board Change • Feb 05Less than half of directors are independentFollowing Non-Executive Chairman Alistair Collins' arrival on 01 February 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Jonas Tshikundamalema was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 02Mantengu Mining Limited Announces Changes to the BoardThe board of directors of Mantengu Mining Limited announced the following Board changes: Mr. Thato Makgolane has resigned as the Financial Director of the Company, and all other group directorships, with effect from 31 January 2023. Thato will remain with the company until 28 February 2023 to oversee the financial management of the company to its 28 February 2023 year end. Thato has been accepted into a fully funded executive MBA program with leading global institution, IE Brown EMBA. Mr. Michael Miller, the current non-executive Chairman of the Board, has stepped down from this position following his appointment as the new Financial Director with effect from 1 February 2023. Michael has served as a member of the Board since 29 April 2017 and was a founding director of Langpan Mining Co Proprietary Limited (‘Langpan’) which was acquired in July 2022. Michael is a qualified Chartered Accountant and has a Master's in Financial Management from the University of Cape Town. Mr. Alistair Collins has been appointed as the non-executive Chairman of the Board with effect from 1 February 2023. Alistair, who previously served as an independent non-executive director from 7 September 2017 to 3 November 2021, was a founding director of Langpan, the Company's wholly owned subsidiary. Alistair is a senior South African and English law qualified corporate and finance lawyer with 20 years' experience. Alistair has diverse experience having advised on acquisition-, leveraged-, trade and commodity-, asset backed-, securitisation-, capital markets and structured finance-transactions. Alistair has previously held senior positions at Allen & Overy LLP, Baker & McKenzie, Pinsent Masons and Lloyds Banking Group and was a partner at Bowman Gilfillan. Given the above-mentioned changes to the board, its committees will be comprised as follows: Combined Audit and Risk: V Madlela (Chair), A Collins, J Tshikundamalema; Social and Ethics: J Tshikundamalema (Chair), A Collins, V Madlela; Combined Remuneration and Nomination: A Collins (Chair), V Madlela, J Tshikundamalema. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Mantengu は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測JSE:MTU - アナリストの将来予測と過去の財務データ ( )ZAR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数8/31/2025445219-209-145N/A5/31/2025381261-151-83N/A2/28/2025317303-93-22N/A11/30/2024265162-591N/A8/31/202421320-4024N/A5/31/202416111-4315N/A2/29/20241101-455N/A11/30/202364-12-49-13N/A8/31/202317-26-53-31N/A5/31/202311-21-52-30N/A2/28/20234-17-52-30N/A11/30/20222-7-23-12N/A8/31/20220377N/A5/31/20220588N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MTUの予測収益成長が 貯蓄率 ( 9.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: MTUの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: MTUの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: MTUの収益がZA市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: MTUの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MTUの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/05/08 11:43終値2026/05/08 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Mantengu 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
お知らせ • Oct 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended August 31, 2024Mantengu Mining Limited provided earnings guidance for the six months ended August 31, 2024. In terms of paragraph 3.4(b) of the Listings Requirements of JSE Limited, companies are required to publish a trading statement as soon as they become reasonably certain that the financial results for the period to be reported on will differ by more than 20% from that of the previous corresponding period. Accordingly, a review by management of the financial results for the six months ended 31 August 2024 has indicated that: - the earnings and headline earnings per share are expected to be between 1 cent and 2 cents, reflecting an improvement of between 105% and 125% compared to the loss of 10 cents for the six months ended 31 August 2023.
お知らせ • Nov 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Mantengu Mining Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects the basic loss and headline loss per share (LPS) and (HLPS) to be between 9.5 cents per share and 10.5 cents per share, reflecting an increase of between 90% and 110% compared to the LPS and HLPS of 5 cents for the six months ended 31 August 2022.
お知らせ • Feb 21+ 2 more updatesMantengu Limited Announces Appointment of Langton Mpofu as Chief Financial Officer, Effective March 1, 2026Mantengu Limited announces the appointment of Mr. Langton Mpofu as Chief Financial Officer of the Company with effect from March 1, 2026. Mr. Langton Mpofu is a qualified Chartered Accountant with over 8 years’ experience. He obtained a Bachelor of Commerce (Honours) in Accounting from the University of Johannesburg. During his time as an audit manager, he served clients in the mining, public and manufacturing sectors. Mr. Langton Mpofu has extensive experience managing the regulatory compliance, financial reporting, risk management, providing strategic financial insights and analysis. He joined Mantengu in 2024 as the Group Financial Manager overseeing the group finance function and reporting to the Chief Financial Officer.
Recent Insider Transactions • Feb 20Deputy CEO recently bought R1.3m worth of stockOn the 17th of February, Magendren Naidoo bought around 30k shares on-market at roughly R42.00 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Magendren has been a buyer over the last 12 months, purchasing a net total of R1.3m worth in shares.
分析記事 • Dec 27Market Might Still Lack Some Conviction On Mantengu Limited (JSE:MTU) Even After 35% Share Price BoostThose holding Mantengu Limited ( JSE:MTU ) shares would be relieved that the share price has rebounded 35% in the last...
Reported Earnings • Dec 01First half 2026 earnings released: R0.27 loss per share (vs R0.017 profit in 1H 2025)First half 2026 results: R0.27 loss per share (down from R0.017 profit in 1H 2025). Revenue: R243.0m (up 110% from 1H 2025). Net loss: R81.1m (down R84.0m from profit in 1H 2025).
New Risk • Nov 26New 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 11% 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 Interest payments are not well covered by earnings (0.01x net interest cover). Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R114.5m market cap, or US$6.70m).
お知らせ • Nov 25Mantengu Limited to Report First Half, 2026 Results on Nov 28, 2025Mantengu Limited announced that they will report first half, 2026 results on Nov 28, 2025
分析記事 • Nov 11Subdued Growth No Barrier To Mantengu Limited (JSE:MTU) With Shares Advancing 26%Those holding Mantengu Limited ( JSE:MTU ) shares would be relieved that the share price has rebounded 26% in the last...
分析記事 • Jul 22There's Reason For Concern Over Mantengu Mining Limited's (JSE:MTU) Massive 31% Price JumpMantengu Mining Limited ( JSE:MTU ) shareholders have had their patience rewarded with a 31% share price jump in the...
New Risk • Jul 17New 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 10.0% 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 Interest payments are not well covered by earnings (0.01x net interest cover). Share price has been highly volatile over the past 3 months (10.0% average weekly change). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R160.3m market cap, or US$8.95m).
お知らせ • Jul 01Mantengu Mining Limited, Annual General Meeting, Aug 21, 2025Mantengu Mining Limited, Annual General Meeting, Aug 21, 2025.
New Risk • Jun 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.01x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.01x net interest cover). High level of non-cash earnings (68% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R151.7m market cap, or US$8.54m). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
New Risk • Jun 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 70% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (86% accrual ratio). Shareholders have been substantially diluted in the past year (70% increase in shares outstanding). Market cap is less than US$10m (R151.7m market cap, or US$8.53m). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
Reported Earnings • Jun 02Full year 2025 earnings released: EPS: R1.48 (vs R0.007 in FY 2024)Full year 2025 results: EPS: R1.48 (up from R0.007 in FY 2024). Revenue: R317.5m (up 189% from FY 2024). Net income: R303.3m (up R302.1m from FY 2024). Profit margin: 96% (up from 1.1% in FY 2024).
New Risk • May 30New 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 Interest payments are not well covered by earnings (1.9x net interest cover). Market cap is less than US$10m (R91.2m market cap, or US$5.09m). Minor Risks Latest financial reports are more than 6 months old (reported August 2024 fiscal period end). Share price has been volatile over the past 3 months (8.9% average weekly change).
お知らせ • Feb 07Mantengu Mining Limited (JSE:MTU) entered into a purchase agreement to acquire Iron Plant in Phalaborwa, Limpopo of Masorini Iron Beneficiation Proprietary Limited for ZAR 19 million.Mantengu Mining Limited (JSE:MTU) entered into a purchase agreement to acquire Iron Plant in Phalaborwa, Limpopo of Masorini Iron Beneficiation Proprietary Limited for ZAR 19 million on February 5, 2025. The consideration consists of a deposit equal to 20% of the Purchase Price (“Deposit”), being ZAR 3.8 million has been settled by Mantengu Mining Limited and the balance of the Purchase Price (“Balance”), being ZAR 15.2 million (including VAT), is expected to be settled by Mantengu Mining Limited on or before February 28, 2025. In addition to the Purchase Price, Mantengu will pay a commission on the Acquisition to the Agent (“Commission”), calculated at 10% of the Purchase Price, being ZAR 19 million (including VAT), simultaneously with the Balance. The Acquisition is not subject to any conditions precedent. Transfer of ownership, possession and constructive delivery of the Assets will pass and be given to Mantengu at the Site by the Agents or the Seller once the Payments to the Agent have cleared in the Agent’s bank account. The transaction is subject to approval by bankruptcy court and is expected to close on or before February 28, 2025. Merchantec (Proprietary) Limited acted as financial advisor to Mantengu Mining Limited. Park Village Auctions & Property Sale Proprietary Limited acted as an agent appointed by Ntandazo Aviwe Ndyamara, Mohammed Yaseen Khammissa and Ebrahim Mehnaaz in respect to the transaction.
分析記事 • Jan 16Mantengu Mining (JSE:MTU) Seems To Be Using A Lot Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Nov 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 25% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). High level of non-cash earnings (25% accrual ratio). Market cap is less than US$10m (R135.1m market cap, or US$7.52m). Minor Risk Shareholders have been diluted in the past year (9.7% increase in shares outstanding).
お知らせ • Oct 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended August 31, 2024Mantengu Mining Limited provided earnings guidance for the six months ended August 31, 2024. In terms of paragraph 3.4(b) of the Listings Requirements of JSE Limited, companies are required to publish a trading statement as soon as they become reasonably certain that the financial results for the period to be reported on will differ by more than 20% from that of the previous corresponding period. Accordingly, a review by management of the financial results for the six months ended 31 August 2024 has indicated that: - the earnings and headline earnings per share are expected to be between 1 cent and 2 cents, reflecting an improvement of between 105% and 125% compared to the loss of 10 cents for the six months ended 31 August 2023.
お知らせ • Oct 10Mantengu Mining Limited (JSE:MTU) entered into a sale of shares and claims agreement to acquire Blue Ridge Platinum (Pty) Limited from Ridge Mining Proprietary Limited and Imbani Platinum (Pty) Ltd.Mantengu Mining Limited (JSE:MTU) entered into a sale of shares and claims agreement to acquire Blue Ridge Platinum (Pty) Limited from Ridge Mining Proprietary Limited and Imbani Platinum (Pty) Ltd on October 9, 2024. 35 700 shares in Blue Ridge owned by Ridge Mining, constituting 50% of the entire issued share capital of Blue Ridge, 35 700 shares in Blue Ridge owned by Imbani, constituting 50% of the entire issued share capital of Blue Ridge, As consideration for the acquisition of the Sale Equity, Mantengu shall pay each of the Sellers the Sale Equity Purchase Consideration in cash, from immediately available funds, on the Effective Date as ZAR 1 for the Ridge Mining Sale Shares, ZAR 1 for the Imbani Mining Sale Shares, As consideration for the Sale Claims, Mantengu shall pay each of the Claim Holders in cash, from immediately available funds, on the Effective Date as a nominal cash amount of ZAR 22 in cash, from immediately available funds, on the Effective Date and an amount of ZAR 39.1 million payable to DBSA(DBSA Deferred Amount), a nominal cash amount of ZAR 14.00 in cash and an amount of ZAR 25.6 million payable to IDC (“IDC Deferred Amount”), in respect of the Sibanye Bermuda Claim, a nominal cash amount of ZAR 23.00 in cash, from immediately available funds, on the Effective Date and in respect of the Western Platinum Claim, a nominal cash amount of ZAR 1.00 in cash, from immediately available funds, on the Effective Date. The audited net asset value of Blue Ridge for the year ended December 31, 2023 was negative ZAR 1.98 billion. The Effective Date of the Transaction is the first business day following the date on which the last of the Conditions has been fulfilled or waived, as the case may be.
New Risk • Aug 05New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R168.9m (US$9.11m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (27% average weekly change). Market cap is less than US$10m (R168.9m market cap, or US$9.11m). Minor Risk Shareholders have been diluted in the past year (9.7% increase in shares outstanding).
分析記事 • Jul 24Is Mantengu Mining (JSE:MTU) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Jun 29Mantengu Mining Limited, Annual General Meeting, Aug 15, 2024Mantengu Mining Limited, Annual General Meeting, Aug 15, 2024.
New Risk • Jun 17New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 10% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (35% average weekly change). High level of non-cash earnings (32% accrual ratio). Minor Risks Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (R236.4m market cap, or US$13.0m).
Reported Earnings • May 29Full year 2024 earnings released: EPS: R0.01 (vs R0.12 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.12 loss in FY 2023). Revenue: R109.9m (up R105.4m from FY 2023). Net income: R1.17m (up R18.1m from FY 2023). Profit margin: 1.1% (up from net loss in FY 2023). The move to profitability was driven by higher revenue.
お知らせ • May 11Mantengu Mining Limited Appoints Keabetswe Mogaladi as Group Chief Operating OfficerMantengu Mining Limited announce that Mr. Keabetswe Mogaladi has, with effect from 13 May 2024, been appointed as Mantengu's Group Chief Operating Officer. Keabetswe will form part of the Group's Executive Committee and will bolster Mantengu's current focus on: the development of the Langpan chrome and PGM mine. operational excellence, cost optimisation and safety. augmenting Mantengu's growth strategy with the requisite skills and experience to expedite the Group's expansion plans. Keabetswe (Pr. Eng) is a registered Professional Engineer having obtained his BEng: (Hons) in Metallurgical Engineering from the University of Pretoria. He also obtained an MBA from Wits Business School and an Advanced Certificate in Accountancy from Unisa. Keabetswe has more than 13 years' experience in the industry and has a proven track record in various roles in the mining sector across different commodities. His interests are in business, mining & metallurgy, corporate finance, strategy, and leadership.
お知らせ • Apr 05Mantengu Mining Limited to Report Fiscal Year 2024 Results on May 29, 2024Mantengu Mining Limited announced that they will report fiscal year 2024 results on May 29, 2024
お知らせ • Dec 22Mantengu Mining Limited, Annual General Meeting, Jan 22, 2024Mantengu Mining Limited, Annual General Meeting, Jan 22, 2024, at 10:00 South Africa Standard Time.
Reported Earnings • Dec 03First half 2024 earnings released: R0.10 loss per share (vs R0.045 loss in 1H 2023)First half 2024 results: R0.10 loss per share (further deteriorated from R0.045 loss in 1H 2023). Net loss: R16.0m (loss widened 116% from 1H 2023).
お知らせ • Nov 24Mantengu Mining Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Mantengu Mining Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects the basic loss and headline loss per share (LPS) and (HLPS) to be between 9.5 cents per share and 10.5 cents per share, reflecting an increase of between 90% and 110% compared to the LPS and HLPS of 5 cents for the six months ended 31 August 2022.
Recent Insider Transactions • Aug 31Non-Executive Chairman recently sold R117k worth of stockOn the 29th of August, Alistair Collins sold around 90k shares on-market at roughly R1.30 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alistair has been a net seller over the last 12 months, reducing personal holdings by R222k.
New Risk • Jul 02New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: R184.0m (US$9.78m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (1,614% average daily change). Revenue is less than US$1m (R4.5m revenue, or US$239k). Market cap is less than US$10m (R184.0m market cap, or US$9.78m). Minor Risk Less than 3 years of financial data is available.
お知らせ • Jul 01Mantengu Mining Limited, Annual General Meeting, Aug 16, 2023Mantengu Mining Limited, Annual General Meeting, Aug 16, 2023, at 14:00 South Africa Standard Time.
Board Change • Feb 05Less than half of directors are independentFollowing Non-Executive Chairman Alistair Collins' arrival on 01 February 2023, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Jonas Tshikundamalema was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 02Mantengu Mining Limited Announces Changes to the BoardThe board of directors of Mantengu Mining Limited announced the following Board changes: Mr. Thato Makgolane has resigned as the Financial Director of the Company, and all other group directorships, with effect from 31 January 2023. Thato will remain with the company until 28 February 2023 to oversee the financial management of the company to its 28 February 2023 year end. Thato has been accepted into a fully funded executive MBA program with leading global institution, IE Brown EMBA. Mr. Michael Miller, the current non-executive Chairman of the Board, has stepped down from this position following his appointment as the new Financial Director with effect from 1 February 2023. Michael has served as a member of the Board since 29 April 2017 and was a founding director of Langpan Mining Co Proprietary Limited (‘Langpan’) which was acquired in July 2022. Michael is a qualified Chartered Accountant and has a Master's in Financial Management from the University of Cape Town. Mr. Alistair Collins has been appointed as the non-executive Chairman of the Board with effect from 1 February 2023. Alistair, who previously served as an independent non-executive director from 7 September 2017 to 3 November 2021, was a founding director of Langpan, the Company's wholly owned subsidiary. Alistair is a senior South African and English law qualified corporate and finance lawyer with 20 years' experience. Alistair has diverse experience having advised on acquisition-, leveraged-, trade and commodity-, asset backed-, securitisation-, capital markets and structured finance-transactions. Alistair has previously held senior positions at Allen & Overy LLP, Baker & McKenzie, Pinsent Masons and Lloyds Banking Group and was a partner at Bowman Gilfillan. Given the above-mentioned changes to the board, its committees will be comprised as follows: Combined Audit and Risk: V Madlela (Chair), A Collins, J Tshikundamalema; Social and Ethics: J Tshikundamalema (Chair), A Collins, V Madlela; Combined Remuneration and Nomination: A Collins (Chair), V Madlela, J Tshikundamalema.