Bowler Metcalf (BCF) 주식 개요Bowler Metcalf Limited는 남아프리카의 세면용품, 화장품, 가정용품, 제약 및 식품 시장을 위한 경질 플라스틱 포장을 제조 및 판매하는 회사입니다. 자세히 보기BCF 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적5/6재무 건전성6/6배당5/6강점공정 가치 추정치보다 낮은 86.1% 에서 거래지난 1년간 수익이 12.9% 증가했습니다.5.11% 의 안정적인 배당금을 지급합니다.위험 분석의미 있는 시가총액이 없습니다(ZAR923M)모든 위험 점검 보기BCF 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 PriceR13.5029.6% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue R1.6bEarnings R217.1mAdvancedSet Fair ValueView all narrativesBowler Metcalf Limited 경쟁사York Timber HoldingsSymbol: JSE:YRKMarket cap: R970.6mTranspacoSymbol: JSE:TPCMarket cap: R1.1bWesizwe PlatinumSymbol: JSE:WEZMarket cap: R732.5mSephaku HoldingsSymbol: JSE:SEPMarket cap: R460.6m가격 이력 및 성과Bowler Metcalf 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가R13.5052주 최고가R18.5052주 최저가R12.00베타-0.0951개월 변동-2.88%3개월 변동0%1년 변동7.74%3년 변동54.29%5년 변동40.92%IPO 이후 변동2,447.17%최근 뉴스 및 업데이트Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026분석 기사 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).더 많은 업데이트 보기Recent updatesReported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.분석 기사 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026분석 기사 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).Buy Or Sell Opportunity • Nov 17Now 21% undervaluedOver the last 90 days, the stock has risen 19% to R15.50. The fair value is estimated to be R19.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R16.00, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 12x in the Chemicals industry in Africa. Total returns to shareholders of 77% over the past three years.공시 • Nov 04Bowler Metcalf Limited Approves Appointments to Social and Ethics CommitteeBowler Metcalf Limited at its AGM held on November 4, 2025 approved appointment of Ms Sarah Sonnenberg, Mr. Craig MacGillivray and Mr. Paul Sass as member of Social and Ethics Committee.분석 기사 • Oct 29Shareholders Will Probably Hold Off On Increasing Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For The Time BeingKey Insights Bowler Metcalf's Annual General Meeting to take place on 4th of November Salary of R4.31m is part of CEO...분석 기사 • Oct 18Bowler Metcalf (JSE:BCF) Is Paying Out A Larger Dividend Than Last YearBowler Metcalf Limited ( JSE:BCF ) will increase its dividend from last year's comparable payment on the 27th of...Upcoming Dividend • Oct 15Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 22 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (7.7%).분석 기사 • Sep 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To ZAR0.44Bowler Metcalf Limited ( JSE:BCF ) has announced that it will be increasing its periodic dividend on the 27th of...Declared Dividend • Sep 12Final dividend increased to R0.44Dividend of R0.44 is 16% higher than last year. Ex-date: 22nd October 2025 Payment date: 27th October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (0.577% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Sep 12Full year 2025 earnings released: EPS: R1.78 (vs R1.56 in FY 2024)Full year 2025 results: EPS: R1.78 (up from R1.56 in FY 2024). Revenue: R945.9m (up 9.9% from FY 2024). Net income: R121.9m (up 14% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Sep 10Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025. Location: head office of bowler metcalf, 15 harris drive, ottery, 7800, South Africa공시 • Sep 09Bowler Metcalf Limited Declares Final Gross Cash Dividend for the Year Ended 30 June 2025, Payable to Shareholders on 27 October 2025Bowler Metcalf Limited announced final gross cash dividend, as defined by the Income Tax Act, of 44.00 cents per share ("cps") for the year ended 30 June 2025 (2024: 37.80 cents per share) has been declared and is payable to shareholders on 27 October 2025. The last day to trade will be 21 October 2025, the ex-date is 22 October 2025 and the record date will be 24 October 2025. Share certificates may not be dematerialised or re-materialised between 22 October 2025 and 24 October 2025, both days inclusive.Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Debbie Duyn was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Aug 27Bowler Metcalf Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Bowler Metcalf Limited announced that they will report fiscal year 2025 results Pre-Market on Sep 09, 2025New Risk • Aug 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (R929.0m market cap, or US$53.3m).분석 기사 • Jul 25Bowler Metcalf (JSE:BCF) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Apr 12There's Reason For Concern Over Bowler Metcalf Limited's (JSE:BCF) PriceWith a median price-to-earnings (or "P/E") ratio of close to 8x in South Africa, you could be forgiven for feeling...Upcoming Dividend • Mar 19Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (11%).분석 기사 • Mar 13Investors Will Want Bowler Metcalf's (JSE:BCF) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R928.3m market cap, or US$50.0m).분석 기사 • Feb 12Bowler Metcalf's (JSE:BCF) Earnings Are Of Questionable QualityBowler Metcalf Limited's ( JSE:BCF ) stock was strong after they recently reported robust earnings. However, our...Reported Earnings • Feb 07First half 2025 earnings released: EPS: R0.86 (vs R0.73 in 1H 2024)First half 2025 results: EPS: R0.86 (up from R0.73 in 1H 2024). Revenue: R459.4m (up 5.9% from 1H 2024). Net income: R59.3m (up 17% from 1H 2024). Profit margin: 13% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Feb 05Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable to 31 March 2025Bowler Metcalf Limited declared An interim gross cash dividend, as defined by the Income Tax Act, of 25.00 cents per share for the six months ended 31 December 2024 (2023: 24.00 cents per share) and is payable to shareholders on 31 March 2025. The last day to trade will be Tuesday, 25 March 2025, the ex- date is 26 March 2025 and the record date will be 28 March 2025. Share certificates may not be de-materialised or re-materialised between 26 March 2025 and 28 March 2025, both days inclusive. The directors confirm that at the date of this report they are satisfied with the solvency and liquidity test.공시 • Jan 31Bowler Metcalf Limited to Report First Half, 2025 Results on Feb 04, 2025Bowler Metcalf Limited announced that they will report first half, 2025 results on Feb 04, 2025Buy Or Sell Opportunity • Jan 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to R12.19. The fair value is estimated to be R15.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.분석 기사 • Oct 29Shareholders May Be More Conservative With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For NowKey Insights Bowler Metcalf to hold its Annual General Meeting on 5th of November Salary of R4.09m is part of CEO...Upcoming Dividend • Oct 16Upcoming dividend of R0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (7.4%).Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 10% to R12.14. The fair value is estimated to be R15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.Buy Or Sell Opportunity • Sep 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to R12.06. The fair value is estimated to be R15.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.분석 기사 • Sep 13Bowler Metcalf Limited's (JSE:BCF) 32% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBowler Metcalf Limited ( JSE:BCF ) shares have retraced a considerable 32% in the last month, reversing a fair amount...Reported Earnings • Sep 12Full year 2024 earnings released: EPS: R1.56 (vs R0.99 in FY 2023)Full year 2024 results: EPS: R1.56 (up from R0.99 in FY 2023). Revenue: R860.9m (up 20% from FY 2023). Net income: R107.3m (up 56% from FY 2023). Profit margin: 13% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.공시 • Sep 11+ 1 more updateBowler Metcalf Limited Announces Dividend for the Year Ended 30 June 2024, Payable on October 28, 2024Bowler Metcalf Limited announced A final gross cash dividend, as defined by the Income Tax Act, of 37.80 cents per share ("cps") for the year ended 30 June 2024 (2023: 24.60 cps) has been declared and is payable to shareholders on 28 October 2024. The last day to trade will be Tuesday, 22 October 2024, the ex-date is October 2024 and the record date will be 25 October 2024. Share certificates may not be dematerialised or re-materialised between 23 October 2024 and 25 October 2024, both days inclusive. This dividend will be made from income reserves. The gross dividend is 37.80 cps. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 30.24 cps. The directors confirm that the solvency and liquidity test is satisfied at the date of this report.분석 기사 • Sep 07Bowler Metcalf's (JSE:BCF) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R13.94, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. 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 (19% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (R907.9m market cap, or US$51.3m).Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to R13.20, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 68% over the past three years.New Risk • Aug 03New 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 17% 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 (17% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risk Market cap is less than US$100m (R1.35b market cap, or US$74.2m).Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 59%After last week's 59% share price gain to R19.70, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 157% over the past three years.분석 기사 • Jul 27Bowler Metcalf Limited (JSE:BCF) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 10x is...공시 • Jul 27Bowler Metcalf Limited to Report Fiscal Year 2024 Results on Sep 10, 2024Bowler Metcalf Limited announced that they will report fiscal year 2024 results on Sep 10, 2024Upcoming Dividend • Mar 12Upcoming dividend of R0.24 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.5%).분석 기사 • Mar 05Here's What To Make Of Bowler Metcalf's (JSE:BCF) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Feb 09First half 2024 earnings released: EPS: R0.73 (vs R0.48 in 1H 2023)First half 2024 results: EPS: R0.73 (up from R0.48 in 1H 2023). Revenue: R434.0m (up 21% from 1H 2023). Net income: R50.5m (up 49% from 1H 2023). Profit margin: 12% (up from 9.5% 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 6% per year whereas the company’s share price has fallen by 1% per year.Declared Dividend • Feb 08First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.08% 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 Risk Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R708.4m market cap, or US$37.5m).공시 • Feb 03Bowler Metcalf Limited to Report First Half, 2024 Results on Feb 06, 2024Bowler Metcalf Limited announced that they will report first half, 2024 results on Feb 06, 2024공시 • Jan 23Bowler Metcalf Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Bowler Metcalf Limited provided earnings guidance for the six months ended 31 December 2023. The Company's earnings per share for the interim period ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to earnings per share of 48.4 cents for the six months ended 31 December 2022. Similarly, the Company's headline earnings per share for the six months ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to headline earnings per share of 48.4 cents for the six months ended 31 December 2022.분석 기사 • Nov 01Shareholders May Not Be So Generous With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation And Here's WhyKey Insights Bowler Metcalf's Annual General Meeting to take place on 7th of November Salary of R3.82m is part of CEO...Upcoming Dividend • Oct 18Upcoming dividend of R0.25 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (5.9%).분석 기사 • Sep 09Bowler Metcalf (JSE:BCF) Has Announced That Its Dividend Will Be Reduced To ZAR0.246The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 30th of October will be reduced by...공시 • Sep 06Bowler Metcalf Limited Declares A Final Gross Cash Dividend for the Year Ended 30 June 2023, Payable on 30 October 2023Bowler Metcalf Limited announced a final gross cash dividend, as defined by the Income Tax Act, of 24.60 cents per share for the year ended 30 June 2023 (2022: 27.00 cps) has been declared and is payable to shareholders on Monday, 30 October 2023. The last day to trade will be Tuesday, 24 October 2023, the ex-date is Wednesday, 25 October 2023 and the record date will be Friday, 27 October 2023. Share certificates may not be dematerialised or re-materialised between Wednesday, 25 October 2023 and Friday, 27 October 2023, both days inclusive.Reported Earnings • Sep 06Full year 2023 earnings released: EPS: R0.99 (vs R1.16 in FY 2022)Full year 2023 results: EPS: R0.99 (down from R1.16 in FY 2022). Revenue: R717.0m (up 6.5% from FY 2022). Net income: R68.7m (down 17% from FY 2022). Profit margin: 9.6% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.공시 • Sep 02+ 1 more updateBowler Metcalf Limited, Annual General Meeting, Nov 07, 2023Bowler Metcalf Limited, Annual General Meeting, Nov 07, 2023.New Risk • Aug 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R570.5m market cap, or US$30.5m).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R7.52, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 25% over the past three years.분석 기사 • Jul 01Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R10.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.01, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 41% over the past three years.Upcoming Dividend • Mar 15Upcoming dividend of R0.16 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.2%). Lower than average of industry peers (6.5%).분석 기사 • Feb 10Bowler Metcalf's (JSE:BCF) Shareholders Will Receive A Smaller Dividend Than Last YearThe board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 27th of March will be reduced by 19...Reported Earnings • Feb 10First half 2023 earnings released: EPS: R0.48 (vs R0.59 in 1H 2022)First half 2023 results: EPS: R0.48 (down from R0.59 in 1H 2022). Revenue: R358.3m (up 13% from 1H 2022). Net income: R33.9m (down 20% from 1H 2022). Profit margin: 9.5% (down from 13% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Africa are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 08Bowler Metcalf Limited Announces Interim Gross Cash Dividend for the Six Months Ended 31 December 2022, Payable on 27 March 2023Bowler Metcalf Limited announced interim gross cash dividend, as defined by the Income Tax Act, of 15.80 cents per share (cps) for the six months ended 31December 2022 (2021: 19.40 cps) has been declared and is payable to shareholders on 27 March 2023. The last day to trade will be, 20 March 2023, the ex date is 22 March 2023 and the record date will be 24 March 2023.공시 • Feb 04Bowler Metcalf Limited to Report First Half, 2023 Results on Feb 07, 2023Bowler Metcalf Limited announced that they will report first half, 2023 results on Feb 07, 2023Upcoming Dividend • Oct 19Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (6.3%).분석 기사 • Sep 08Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...분석 기사 • May 24There's Been No Shortage Of Growth Recently For Bowler Metcalf's (JSE:BCF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R9.58, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 80% over the past three years.Upcoming Dividend • Mar 16Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.5%). In line with average of industry peers (4.9%).분석 기사 • Feb 10Bowler Metcalf's (JSE:BCF) Dividend Will Be R0.19The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that it will pay a dividend on the 28th of March, with...Reported Earnings • Feb 10First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.59 (down from R0.68 in 1H 2021). Revenue: R316.6m (down 4.4% from 1H 2021). Net income: R42.5m (down 13% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.공시 • Feb 09Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended December 31, 2021, Payable on March 28, 2022Bowler Metcalf Limited declared an interim gross cash dividend of 19.40 cents per share for the six months ended December 31, 2021 and is payable to shareholders on March 28, 2022. The last day to trade will be March 22, 2022, the ex date is March 23, 2022 and the record date will be 25 March 2022.공시 • Feb 05Bowler Metcalf Limited to Report First Half, 2022 Results on Feb 08, 2022Bowler Metcalf Limited announced that they will report first half, 2022 results on Feb 08, 2022Upcoming Dividend • Dec 29Upcoming dividend of R0.84 per shareEligible shareholders must have bought the stock before 05 January 2022. Payment date: 10 January 2022. Payout ratio is a comfortable 40% and the cash payout ratio is 92%. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.3%).공시 • Dec 10Bowler Metcalf Declares Special Cash Dividend, Payable on 10 January 2022The directors of Bowler Metcalf announced a special cash dividend of 84 cents per share being declared from historical profits. The directors of Bowler Metcalf will continue to assess the best application of its remaining cash on hand in order to further enhance shareholder value. The dividend is payable to shareholders on 10 January 2022. Approval of the Special Dividend by the South African Reserve Bank for foreign shareholders has been obtained. The last day to trade will be Tuesday, 4 January 2022. "Ex" dividend trading begins on 5 January 2022 and the record date will be 7 January 2021. Share certificates may not be dematerialised or re-materialised between 5 January 2022 and 7 January 2022, both days inclusive. Directors confirm that the solvency and liquidity test is satisfied at the date of this announcement. This dividend will be made from income reserves. The gross dividend is 84 cents per share. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 67.20 cents per share.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R13.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 16x in the Chemicals industry in South Africa. Total returns to shareholders of 113% over the past three years.분석 기사 • Nov 01Bowler Metcalf Limited's (JSE:BCF) CEO Compensation Is Looking A Bit Stretched At The MomentUnder the guidance of CEO Friedel Sass, Bowler Metcalf Limited ( JSE:BCF ) has performed reasonably well recently. This...Upcoming Dividend • Oct 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (8.1%). In line with average of industry peers (5.1%).분석 기사 • Oct 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To R0.32Bowler Metcalf Limited ( JSE:BCF ) will increase its dividend on the 25th of October to R0.32. This will take the...Reported Earnings • Sep 08Full year 2021 earnings released: EPS R1.27 (vs R1.11 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R635.5m (up 14% from FY 2020). Net income: R91.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jul 28High number of new directorsIndependent Chairman & Lead Independent Non-Executive Director Michael Brain was the last director to join the board, commencing their role in 2021.분석 기사 • Mar 20Bowler Metcalf (JSE:BCF) Could Be A Buy For Its Upcoming DividendBowler Metcalf Limited ( JSE:BCF ) is about to trade ex-dividend in the next three days. You can purchase shares before...Upcoming Dividend • Mar 17Upcoming Dividend of R0.19 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.5% is below the top quartile of South African dividend payers (8.2%), and is lower than industry peers (5.5%).분석 기사 • Mar 16Introducing Bowler Metcalf (JSE:BCF), A Stock That Climbed 38% In The Last YearWe believe investing is smart because history shows that stock markets go higher in the long term. But if when you...분석 기사 • Feb 24How Much Does Bowler Metcalf's (JSE:BCF) CEO Make?Friedel Sass became the CEO of Bowler Metcalf Limited ( JSE:BCF ) in 2011, and we think it's a good time to look at the...Reported Earnings • Feb 11First half 2021 earnings released: EPS R0.68 (vs R0.54 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: R331.0m (up 12% from 1H 2020). Net income: R48.8m (up 14% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.공시 • Feb 05Bowler Metcalf Limited to Report First Half, 2021 Results on Feb 08, 2021Bowler Metcalf Limited announced that they will report first half, 2021 results on Feb 08, 2021분석 기사 • Feb 03Key Things To Watch Out For If You Are After Bowler Metcalf Limited's (JSE:BCF) 4.6% DividendDividend paying stocks like Bowler Metcalf Limited ( JSE:BCF ) tend to be popular with investors, and for good reason...Is New 90 Day High Low • Feb 01New 90-day high: R10.20The company is up 25% from its price of R8.15 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 64% over the same period.분석 기사 • Jan 03What Do The Returns On Capital At Bowler Metcalf (JSE:BCF) Tell Us?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...분석 기사 • Dec 14Bowler Metcalf Limited's (JSE:BCF) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Bowler Metcalf's (JSE:BCF) stock is up by a considerable 18% over the past three months. Given that stock prices are...Is New 90 Day High Low • Dec 07New 90-day high: R10.00The company is up 25% from its price of R8.00 on 08 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.분석 기사 • Nov 23What Can We Conclude About Bowler Metcalf's (JSE:BCF) CEO Pay?This article will reflect on the compensation paid to Friedel Sass who has served as CEO of Bowler Metcalf Limited...Is New 90 Day High Low • Nov 04New 90-day high: R8.15The company is up 9.0% from its price of R7.50 on 06 August 2020. The South African market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 32% over the same period.주주 수익률BCFZA ChemicalsZA 시장7D1.5%-0.6%-0.2%1Y7.7%90.9%18.5%전체 주주 수익률 보기수익률 대 산업: BCF은 지난 1년 동안 90.9%의 수익을 기록한 ZA Chemicals 산업보다 저조한 성과를 냈습니다.수익률 대 시장: BCF은 지난 1년 동안 18.5%를 기록한 ZA 시장보다 저조한 성과를 냈습니다.주가 변동성Is BCF's price volatile compared to industry and market?BCF volatilityBCF Average Weekly Movement4.6%Chemicals Industry Average Movement5.7%Market Average Movement5.0%10% most volatile stocks in ZA Market10.6%10% least volatile stocks in ZA Market3.4%안정적인 주가: BCF는 지난 3개월 동안 ZA 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BCF의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1972n/aFriedel Sasswww.bowlermetcalf.co.za보울러 메트칼프는 남아프리카의 세면용품, 화장품, 가정용품, 제약 및 식품 시장을 위한 경질 플라스틱 포장을 제조 및 판매하는 회사입니다. 이 회사는 플라스틱 포장 및 부동산 투자 부문을 통해 운영됩니다. 플라스틱 성형 및 포장 제품을 제공합니다.더 보기Bowler Metcalf Limited 기초 지표 요약Bowler Metcalf의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BCF 기초 통계시가총액R923.19m순이익 (TTM)R131.12m매출 (TTM)R983.75m7.0x주가수익비율(P/E)0.9x주가매출비율(P/S)BCF는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BCF 손익계산서 (TTM)매출R983.75m매출원가R683.30m총이익R300.45m기타 비용R169.34m순이익R131.12m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)1.92총이익률30.54%순이익률13.33%부채/자본 비율0%BCF의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.1%현재 배당 수익률38%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 13:41종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Bowler Metcalf Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullMerchantec (Proprietary) Limited
Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...
Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026
분석 기사 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).
Reported Earnings • Feb 06First half 2026 earnings released: EPS: R1.00 (vs R0.86 in 1H 2025)First half 2026 results: EPS: R1.00 (up from R0.86 in 1H 2025). Revenue: R497.3m (up 8.2% from 1H 2025). Net income: R68.5m (up 16% from 1H 2025). Profit margin: 14% (in line with 1H 2025). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
분석 기사 • Feb 06Bowler Metcalf (JSE:BCF) Will Pay A Dividend Of ZAR0.29Bowler Metcalf Limited ( JSE:BCF ) will pay a dividend of ZAR0.29 on the 30th of March. This makes the dividend yield...
Declared Dividend • Feb 05Final dividend increased to R0.29Dividend of R0.29 is 16% higher than last year. Ex-date: 25th March 2026 Payment date: 30th March 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Jan 30Bowler Metcalf Limited to Report First Half, 2026 Results on Feb 03, 2026Bowler Metcalf Limited announced that they will report first half, 2026 results on Feb 03, 2026
분석 기사 • Nov 26Bowler Metcalf Limited (JSE:BCF) Not Lagging Market On Growth Or PricingThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 8.4x is...
New Risk • Nov 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (R923.2m market cap, or US$53.7m).
Buy Or Sell Opportunity • Nov 17Now 21% undervaluedOver the last 90 days, the stock has risen 19% to R15.50. The fair value is estimated to be R19.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 21%.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment improves as stock rises 17%After last week's 17% share price gain to R16.00, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 12x in the Chemicals industry in Africa. Total returns to shareholders of 77% over the past three years.
공시 • Nov 04Bowler Metcalf Limited Approves Appointments to Social and Ethics CommitteeBowler Metcalf Limited at its AGM held on November 4, 2025 approved appointment of Ms Sarah Sonnenberg, Mr. Craig MacGillivray and Mr. Paul Sass as member of Social and Ethics Committee.
분석 기사 • Oct 29Shareholders Will Probably Hold Off On Increasing Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For The Time BeingKey Insights Bowler Metcalf's Annual General Meeting to take place on 4th of November Salary of R4.31m is part of CEO...
분석 기사 • Oct 18Bowler Metcalf (JSE:BCF) Is Paying Out A Larger Dividend Than Last YearBowler Metcalf Limited ( JSE:BCF ) will increase its dividend from last year's comparable payment on the 27th of...
Upcoming Dividend • Oct 15Upcoming dividend of R0.44 per shareEligible shareholders must have bought the stock before 22 October 2025. Payment date: 27 October 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of South African dividend payers (8.1%). Lower than average of industry peers (7.7%).
분석 기사 • Sep 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To ZAR0.44Bowler Metcalf Limited ( JSE:BCF ) has announced that it will be increasing its periodic dividend on the 27th of...
Declared Dividend • Sep 12Final dividend increased to R0.44Dividend of R0.44 is 16% higher than last year. Ex-date: 22nd October 2025 Payment date: 27th October 2025 Dividend yield will be 5.1%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (0.577% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 9.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Sep 12Full year 2025 earnings released: EPS: R1.78 (vs R1.56 in FY 2024)Full year 2025 results: EPS: R1.78 (up from R1.56 in FY 2024). Revenue: R945.9m (up 9.9% from FY 2024). Net income: R121.9m (up 14% from FY 2024). Profit margin: 13% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Sep 10Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025Bowler Metcalf Limited, Annual General Meeting, Nov 04, 2025. Location: head office of bowler metcalf, 15 harris drive, ottery, 7800, South Africa
공시 • Sep 09Bowler Metcalf Limited Declares Final Gross Cash Dividend for the Year Ended 30 June 2025, Payable to Shareholders on 27 October 2025Bowler Metcalf Limited announced final gross cash dividend, as defined by the Income Tax Act, of 44.00 cents per share ("cps") for the year ended 30 June 2025 (2024: 37.80 cents per share) has been declared and is payable to shareholders on 27 October 2025. The last day to trade will be 21 October 2025, the ex-date is 22 October 2025 and the record date will be 24 October 2025. Share certificates may not be dematerialised or re-materialised between 22 October 2025 and 24 October 2025, both days inclusive.
Board Change • Sep 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 5 highly experienced directors. Independent Non-Executive Director Debbie Duyn was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Aug 27Bowler Metcalf Limited to Report Fiscal Year 2025 Results on Sep 09, 2025Bowler Metcalf Limited announced that they will report fiscal year 2025 results Pre-Market on Sep 09, 2025
New Risk • Aug 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 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 Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported December 2024 fiscal period end). Paying a dividend despite having no free cash flows. Market cap is less than US$100m (R929.0m market cap, or US$53.3m).
분석 기사 • Jul 25Bowler Metcalf (JSE:BCF) Might Have The Makings Of A Multi-BaggerFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 • Apr 12There's Reason For Concern Over Bowler Metcalf Limited's (JSE:BCF) PriceWith a median price-to-earnings (or "P/E") ratio of close to 8x in South Africa, you could be forgiven for feeling...
Upcoming Dividend • Mar 19Upcoming dividend of R0.25 per shareEligible shareholders must have bought the stock before 26 March 2025. Payment date: 31 March 2025. Payout ratio is a comfortable 37% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (8.4%). Lower than average of industry peers (11%).
분석 기사 • Mar 13Investors Will Want Bowler Metcalf's (JSE:BCF) Growth In ROCE To PersistThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of South African stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (R928.3m market cap, or US$50.0m).
분석 기사 • Feb 12Bowler Metcalf's (JSE:BCF) Earnings Are Of Questionable QualityBowler Metcalf Limited's ( JSE:BCF ) stock was strong after they recently reported robust earnings. However, our...
Reported Earnings • Feb 07First half 2025 earnings released: EPS: R0.86 (vs R0.73 in 1H 2024)First half 2025 results: EPS: R0.86 (up from R0.73 in 1H 2024). Revenue: R459.4m (up 5.9% from 1H 2024). Net income: R59.3m (up 17% from 1H 2024). Profit margin: 13% (up from 12% in 1H 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Feb 05Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended 31 December 2024, Payable to 31 March 2025Bowler Metcalf Limited declared An interim gross cash dividend, as defined by the Income Tax Act, of 25.00 cents per share for the six months ended 31 December 2024 (2023: 24.00 cents per share) and is payable to shareholders on 31 March 2025. The last day to trade will be Tuesday, 25 March 2025, the ex- date is 26 March 2025 and the record date will be 28 March 2025. Share certificates may not be de-materialised or re-materialised between 26 March 2025 and 28 March 2025, both days inclusive. The directors confirm that at the date of this report they are satisfied with the solvency and liquidity test.
공시 • Jan 31Bowler Metcalf Limited to Report First Half, 2025 Results on Feb 04, 2025Bowler Metcalf Limited announced that they will report first half, 2025 results on Feb 04, 2025
Buy Or Sell Opportunity • Jan 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.0% to R12.19. The fair value is estimated to be R15.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
분석 기사 • Oct 29Shareholders May Be More Conservative With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation For NowKey Insights Bowler Metcalf to hold its Annual General Meeting on 5th of November Salary of R4.09m is part of CEO...
Upcoming Dividend • Oct 16Upcoming dividend of R0.38 per shareEligible shareholders must have bought the stock before 23 October 2024. Payment date: 28 October 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.6%). Lower than average of industry peers (7.4%).
Buy Or Sell Opportunity • Oct 03Now 20% undervaluedOver the last 90 days, the stock has risen 10% to R12.14. The fair value is estimated to be R15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
Buy Or Sell Opportunity • Sep 13Now 21% undervaluedOver the last 90 days, the stock has risen 12% to R12.06. The fair value is estimated to be R15.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 4.0%.
분석 기사 • Sep 13Bowler Metcalf Limited's (JSE:BCF) 32% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/ERatioBowler Metcalf Limited ( JSE:BCF ) shares have retraced a considerable 32% in the last month, reversing a fair amount...
Reported Earnings • Sep 12Full year 2024 earnings released: EPS: R1.56 (vs R0.99 in FY 2023)Full year 2024 results: EPS: R1.56 (up from R0.99 in FY 2023). Revenue: R860.9m (up 20% from FY 2023). Net income: R107.3m (up 56% from FY 2023). Profit margin: 13% (up from 9.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 9% per year.
공시 • Sep 11+ 1 more updateBowler Metcalf Limited Announces Dividend for the Year Ended 30 June 2024, Payable on October 28, 2024Bowler Metcalf Limited announced A final gross cash dividend, as defined by the Income Tax Act, of 37.80 cents per share ("cps") for the year ended 30 June 2024 (2023: 24.60 cps) has been declared and is payable to shareholders on 28 October 2024. The last day to trade will be Tuesday, 22 October 2024, the ex-date is October 2024 and the record date will be 25 October 2024. Share certificates may not be dematerialised or re-materialised between 23 October 2024 and 25 October 2024, both days inclusive. This dividend will be made from income reserves. The gross dividend is 37.80 cps. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 30.24 cps. The directors confirm that the solvency and liquidity test is satisfied at the date of this report.
분석 기사 • Sep 07Bowler Metcalf's (JSE:BCF) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R13.94, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.
New Risk • Aug 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. 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 (19% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Market cap is less than US$100m (R907.9m market cap, or US$51.3m).
Valuation Update With 7 Day Price Move • Aug 21Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to R13.20, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 68% over the past three years.
New Risk • Aug 03New 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 17% 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 (17% average weekly change). Earnings have declined by 0.08% per year over the past 5 years. Minor Risk Market cap is less than US$100m (R1.35b market cap, or US$74.2m).
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment improves as stock rises 59%After last week's 59% share price gain to R19.70, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 157% over the past three years.
분석 기사 • Jul 27Bowler Metcalf Limited (JSE:BCF) Investors Are Less Pessimistic Than ExpectedThere wouldn't be many who think Bowler Metcalf Limited's ( JSE:BCF ) price-to-earnings (or "P/E") ratio of 10x is...
공시 • Jul 27Bowler Metcalf Limited to Report Fiscal Year 2024 Results on Sep 10, 2024Bowler Metcalf Limited announced that they will report fiscal year 2024 results on Sep 10, 2024
Upcoming Dividend • Mar 12Upcoming dividend of R0.24 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 25 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of South African dividend payers (8.9%). Lower than average of industry peers (8.5%).
분석 기사 • Mar 05Here's What To Make Of Bowler Metcalf's (JSE:BCF) Decelerating Rates Of ReturnIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Feb 09First half 2024 earnings released: EPS: R0.73 (vs R0.48 in 1H 2023)First half 2024 results: EPS: R0.73 (up from R0.48 in 1H 2023). Revenue: R434.0m (up 21% from 1H 2023). Net income: R50.5m (up 49% from 1H 2023). Profit margin: 12% (up from 9.5% 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 6% per year whereas the company’s share price has fallen by 1% per year.
Declared Dividend • Feb 08First half dividend of R0.24 announcedShareholders will receive a dividend of R0.24. Ex-date: 19th March 2024 Payment date: 25th March 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.08% 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 Risk Earnings have declined by 0.08% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (8.8% average weekly change). Market cap is less than US$100m (R708.4m market cap, or US$37.5m).
공시 • Feb 03Bowler Metcalf Limited to Report First Half, 2024 Results on Feb 06, 2024Bowler Metcalf Limited announced that they will report first half, 2024 results on Feb 06, 2024
공시 • Jan 23Bowler Metcalf Limited Provides Earnings Guidance for the Six Months Ended 31 December 2023Bowler Metcalf Limited provided earnings guidance for the six months ended 31 December 2023. The Company's earnings per share for the interim period ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to earnings per share of 48.4 cents for the six months ended 31 December 2022. Similarly, the Company's headline earnings per share for the six months ended 31 December 2023 is expected to be between 68.8 cents and 73.3 cents, being between 42.1% and 61.9% higher compared to headline earnings per share of 48.4 cents for the six months ended 31 December 2022.
분석 기사 • Nov 01Shareholders May Not Be So Generous With Bowler Metcalf Limited's (JSE:BCF) CEO Compensation And Here's WhyKey Insights Bowler Metcalf's Annual General Meeting to take place on 7th of November Salary of R3.82m is part of CEO...
Upcoming Dividend • Oct 18Upcoming dividend of R0.25 per share at 3.9% yieldEligible shareholders must have bought the stock before 25 October 2023. Payment date: 30 October 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of South African dividend payers (9.6%). Lower than average of industry peers (5.9%).
분석 기사 • Sep 09Bowler Metcalf (JSE:BCF) Has Announced That Its Dividend Will Be Reduced To ZAR0.246The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 30th of October will be reduced by...
공시 • Sep 06Bowler Metcalf Limited Declares A Final Gross Cash Dividend for the Year Ended 30 June 2023, Payable on 30 October 2023Bowler Metcalf Limited announced a final gross cash dividend, as defined by the Income Tax Act, of 24.60 cents per share for the year ended 30 June 2023 (2022: 27.00 cps) has been declared and is payable to shareholders on Monday, 30 October 2023. The last day to trade will be Tuesday, 24 October 2023, the ex-date is Wednesday, 25 October 2023 and the record date will be Friday, 27 October 2023. Share certificates may not be dematerialised or re-materialised between Wednesday, 25 October 2023 and Friday, 27 October 2023, both days inclusive.
Reported Earnings • Sep 06Full year 2023 earnings released: EPS: R0.99 (vs R1.16 in FY 2022)Full year 2023 results: EPS: R0.99 (down from R1.16 in FY 2022). Revenue: R717.0m (up 6.5% from FY 2022). Net income: R68.7m (down 17% from FY 2022). Profit margin: 9.6% (down from 12% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
공시 • Sep 02+ 1 more updateBowler Metcalf Limited, Annual General Meeting, Nov 07, 2023Bowler Metcalf Limited, Annual General Meeting, Nov 07, 2023.
New Risk • Aug 10New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. 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: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (10% average weekly change). Market cap is less than US$100m (R570.5m market cap, or US$30.5m).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R7.52, the stock trades at a trailing P/E ratio of 7.1x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 25% over the past three years.
분석 기사 • Jul 01Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to R10.00, the stock trades at a trailing P/E ratio of 9.5x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 73% over the past three years.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to R8.01, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 6x in the Chemicals industry in Africa. Total returns to shareholders of 41% over the past three years.
Upcoming Dividend • Mar 15Upcoming dividend of R0.16 per share at 4.6% yieldEligible shareholders must have bought the stock before 22 March 2023. Payment date: 27 March 2023. Payout ratio is a comfortable 41% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of South African dividend payers (9.2%). Lower than average of industry peers (6.5%).
분석 기사 • Feb 10Bowler Metcalf's (JSE:BCF) Shareholders Will Receive A Smaller Dividend Than Last YearThe board of Bowler Metcalf Limited ( JSE:BCF ) has announced that the dividend on 27th of March will be reduced by 19...
Reported Earnings • Feb 10First half 2023 earnings released: EPS: R0.48 (vs R0.59 in 1H 2022)First half 2023 results: EPS: R0.48 (down from R0.59 in 1H 2022). Revenue: R358.3m (up 13% from 1H 2022). Net income: R33.9m (down 20% from 1H 2022). Profit margin: 9.5% (down from 13% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, while revenues in the Chemicals industry in Africa are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 08Bowler Metcalf Limited Announces Interim Gross Cash Dividend for the Six Months Ended 31 December 2022, Payable on 27 March 2023Bowler Metcalf Limited announced interim gross cash dividend, as defined by the Income Tax Act, of 15.80 cents per share (cps) for the six months ended 31December 2022 (2021: 19.40 cps) has been declared and is payable to shareholders on 27 March 2023. The last day to trade will be, 20 March 2023, the ex date is 22 March 2023 and the record date will be 24 March 2023.
공시 • Feb 04Bowler Metcalf Limited to Report First Half, 2023 Results on Feb 07, 2023Bowler Metcalf Limited announced that they will report first half, 2023 results on Feb 07, 2023
Upcoming Dividend • Oct 19Upcoming dividend of R0.27 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 31 October 2022. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (9.1%). Lower than average of industry peers (6.3%).
분석 기사 • Sep 08Returns On Capital At Bowler Metcalf (JSE:BCF) Have Hit The BrakesDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
분석 기사 • May 24There's Been No Shortage Of Growth Recently For Bowler Metcalf's (JSE:BCF) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Valuation Update With 7 Day Price Move • May 23Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to R9.58, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 10x in the Chemicals industry in Africa. Total returns to shareholders of 80% over the past three years.
Upcoming Dividend • Mar 16Upcoming dividend of R0.19 per shareEligible shareholders must have bought the stock before 23 March 2022. Payment date: 28 March 2022. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 4.5%. Lower than top quartile of South African dividend payers (7.5%). In line with average of industry peers (4.9%).
분석 기사 • Feb 10Bowler Metcalf's (JSE:BCF) Dividend Will Be R0.19The board of Bowler Metcalf Limited ( JSE:BCF ) has announced that it will pay a dividend on the 28th of March, with...
Reported Earnings • Feb 10First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.59 (down from R0.68 in 1H 2021). Revenue: R316.6m (down 4.4% from 1H 2021). Net income: R42.5m (down 13% from 1H 2021). Profit margin: 13% (down from 15% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 15% per year.
공시 • Feb 09Bowler Metcalf Limited Declares Interim Gross Cash Dividend for the Six Months Ended December 31, 2021, Payable on March 28, 2022Bowler Metcalf Limited declared an interim gross cash dividend of 19.40 cents per share for the six months ended December 31, 2021 and is payable to shareholders on March 28, 2022. The last day to trade will be March 22, 2022, the ex date is March 23, 2022 and the record date will be 25 March 2022.
공시 • Feb 05Bowler Metcalf Limited to Report First Half, 2022 Results on Feb 08, 2022Bowler Metcalf Limited announced that they will report first half, 2022 results on Feb 08, 2022
Upcoming Dividend • Dec 29Upcoming dividend of R0.84 per shareEligible shareholders must have bought the stock before 05 January 2022. Payment date: 10 January 2022. Payout ratio is a comfortable 40% and the cash payout ratio is 92%. Trailing yield: 4.3%. Lower than top quartile of South African dividend payers (7.3%). Lower than average of industry peers (5.3%).
공시 • Dec 10Bowler Metcalf Declares Special Cash Dividend, Payable on 10 January 2022The directors of Bowler Metcalf announced a special cash dividend of 84 cents per share being declared from historical profits. The directors of Bowler Metcalf will continue to assess the best application of its remaining cash on hand in order to further enhance shareholder value. The dividend is payable to shareholders on 10 January 2022. Approval of the Special Dividend by the South African Reserve Bank for foreign shareholders has been obtained. The last day to trade will be Tuesday, 4 January 2022. "Ex" dividend trading begins on 5 January 2022 and the record date will be 7 January 2021. Share certificates may not be dematerialised or re-materialised between 5 January 2022 and 7 January 2022, both days inclusive. Directors confirm that the solvency and liquidity test is satisfied at the date of this announcement. This dividend will be made from income reserves. The gross dividend is 84 cents per share. Dividend Withholding Tax (DWT) is 20%. The net local cash dividend to shareholders liable for DWT will therefore be 67.20 cents per share.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 16% share price gain to R13.00, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 16x in the Chemicals industry in South Africa. Total returns to shareholders of 113% over the past three years.
분석 기사 • Nov 01Bowler Metcalf Limited's (JSE:BCF) CEO Compensation Is Looking A Bit Stretched At The MomentUnder the guidance of CEO Friedel Sass, Bowler Metcalf Limited ( JSE:BCF ) has performed reasonably well recently. This...
Upcoming Dividend • Oct 13Upcoming dividend of R0.32 per shareEligible shareholders must have bought the stock before 20 October 2021. Payment date: 25 October 2021. Trailing yield: 5.0%. Lower than top quartile of South African dividend payers (8.1%). In line with average of industry peers (5.1%).
분석 기사 • Oct 12Bowler Metcalf (JSE:BCF) Is Increasing Its Dividend To R0.32Bowler Metcalf Limited ( JSE:BCF ) will increase its dividend on the 25th of October to R0.32. This will take the...
Reported Earnings • Sep 08Full year 2021 earnings released: EPS R1.27 (vs R1.11 in FY 2020)The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: R635.5m (up 14% from FY 2020). Net income: R91.5m (up 11% from FY 2020). Profit margin: 14% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 28High number of new directorsIndependent Chairman & Lead Independent Non-Executive Director Michael Brain was the last director to join the board, commencing their role in 2021.
분석 기사 • Mar 20Bowler Metcalf (JSE:BCF) Could Be A Buy For Its Upcoming DividendBowler Metcalf Limited ( JSE:BCF ) is about to trade ex-dividend in the next three days. You can purchase shares before...
Upcoming Dividend • Mar 17Upcoming Dividend of R0.19 Per ShareWill be paid on the 29th of March to those who are registered shareholders by the 24th of March. The trailing yield of 4.5% is below the top quartile of South African dividend payers (8.2%), and is lower than industry peers (5.5%).
분석 기사 • Mar 16Introducing Bowler Metcalf (JSE:BCF), A Stock That Climbed 38% In The Last YearWe believe investing is smart because history shows that stock markets go higher in the long term. But if when you...
분석 기사 • Feb 24How Much Does Bowler Metcalf's (JSE:BCF) CEO Make?Friedel Sass became the CEO of Bowler Metcalf Limited ( JSE:BCF ) in 2011, and we think it's a good time to look at the...
Reported Earnings • Feb 11First half 2021 earnings released: EPS R0.68 (vs R0.54 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: R331.0m (up 12% from 1H 2020). Net income: R48.8m (up 14% from 1H 2020). Profit margin: 15% (in line with 1H 2020). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 6% per year.
공시 • Feb 05Bowler Metcalf Limited to Report First Half, 2021 Results on Feb 08, 2021Bowler Metcalf Limited announced that they will report first half, 2021 results on Feb 08, 2021
분석 기사 • Feb 03Key Things To Watch Out For If You Are After Bowler Metcalf Limited's (JSE:BCF) 4.6% DividendDividend paying stocks like Bowler Metcalf Limited ( JSE:BCF ) tend to be popular with investors, and for good reason...
Is New 90 Day High Low • Feb 01New 90-day high: R10.20The company is up 25% from its price of R8.15 on 03 November 2020. The South African market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 64% over the same period.
분석 기사 • Jan 03What Do The Returns On Capital At Bowler Metcalf (JSE:BCF) Tell Us?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
분석 기사 • Dec 14Bowler Metcalf Limited's (JSE:BCF) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?Bowler Metcalf's (JSE:BCF) stock is up by a considerable 18% over the past three months. Given that stock prices are...
Is New 90 Day High Low • Dec 07New 90-day high: R10.00The company is up 25% from its price of R8.00 on 08 September 2020. The South African market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 2.0% over the same period.
분석 기사 • Nov 23What Can We Conclude About Bowler Metcalf's (JSE:BCF) CEO Pay?This article will reflect on the compensation paid to Friedel Sass who has served as CEO of Bowler Metcalf Limited...
Is New 90 Day High Low • Nov 04New 90-day high: R8.15The company is up 9.0% from its price of R7.50 on 06 August 2020. The South African market is down 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is down 32% over the same period.
