View Financial HealthBrikor 배당 및 자사주 매입배당 기준 점검 0/6Brikor 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.분석 기사 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...분석 기사 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...공시 • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South AfricaReported Earnings • Jun 20Full year 2025 earnings released: R0.003 loss per share (vs R0.01 profit in FY 2024)Full year 2025 results: R0.003 loss per share (down from R0.01 profit in FY 2024). Revenue: R380.7m (up 8.6% from FY 2024). Net loss: R2.65m (down 132% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.공시 • Jun 17Brikor Limited to Report Fiscal Year 2025 Results on Jun 20, 2025Brikor Limited announced that they will report fiscal year 2025 results at 12:00 PM, South Africa Standard Time on Jun 20, 2025New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.80m). Minor Risk Latest financial reports are more than 6 months old (reported August 2024 fiscal period end).New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R115.1m market cap, or US$6.44m).Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.009 (vs R0.025 in 1H 2024)First half 2025 results: EPS: R0.009 (down from R0.025 in 1H 2024). Revenue: R224.5m (up 18% from 1H 2024). Net income: R7.40m (down 64% from 1H 2024). Profit margin: 3.3% (down from 11% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.New Risk • Dec 01New major risk - Revenue and earnings growthEarnings have declined by 6.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.75m).공시 • Jun 29Brikor Limited, Annual General Meeting, Aug 22, 2024Brikor Limited, Annual General Meeting, Aug 22, 2024. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South AfricaReported Earnings • Jun 04Full year 2024 earnings released: EPS: R0.01 (vs R0.007 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.007 loss in FY 2023). Revenue: R350.5m (up 13% from FY 2023). Net income: R8.24m (up R14.1m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 29Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced the following changes to the board of directors with effect from 23 May 2024: Johan (Joe) van Rensburg was appointed as executive director of Brikor; Schalk Burger has resigned as non-executive director of Brikor; and Corné Oberholzer has changed his designation from an alternative director to Schalk Burger to a non-executive director of Brikor. Joe has vast experience within mining sector and has been involved in mine management, Safety Health Environment management and various training roles over the last 25 years. He is currently the mine manager of Ilangabi Investments 12 (Pty) Ltd, a wholly-owned subsidiary of Brikor. The board of directors of Brikor welcomes Joe to the board of Brikor and wishes him success in his new role and thanks Schalk for his invaluable role on the board.공시 • Feb 28Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced that the shareholders are advised of the appointment of Schalk Burger as non-executive director of Brikor, with effect from 23 February 2024. Corné Oberholzer a non-executive director, has changed his role to alternative director to Schalk Burger with effect from 23 February 2024. Schalk began his career at Santam and later moved to Alexander Forbes. In 1999 Schalk founded SBinvest which specialised in short- and long-term insurance. He later sold this successful company to Indwe Risk Services. In 2005, Schalk founded Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, Nikkel Trading 392 (Pty) Ltd. Schalk Burger (SA) Group of Companies is a private venture capital company which holds a wide-ranging portfolio in various business sectors including mining, financial services, commercial and industrial, property and agriculture.공시 • Feb 03Brikor Limited Announces Board AppointmentsBrikor Limited announced the appointment of Corné Oberholzer and Michiel Laubscher as non-executive directors of the company, with effect from 1 February 2024. Corné Oberholzer (MBA, LLB, LLM, B Juris), an attorney with more than 20 years of legal and commercial experience, is currently the Group Legal Counsel for the Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, NikkelTrading 392 (Pty) Ltd. ("Nikkel Trading"). He was previously, amongst others, a director of both the Forensic Accounting and Consulting divisions of Deloitte South Africa, as well as a director and head of Forensic Services for Deloitte Central Europe, establishing and leading practices in the Czech Republic, Poland and Hungary. Michiel Laubscher (MBA, CA(SA)) is currently the Group Chief Financial Officer of Nikkel Trading, the major shareholder of Brikor. He has over 17 years of experience and has been highly effective at guiding the strategic direction of organisations, both financially andoperationally. He also has extensive experience in the core sectors in which Brikor operates, having served as Chief Financial Officer for more than 10 years for another major brick manufacturer before joining Nikkel Trading.Reported Earnings • Nov 24First half 2024 earnings released: EPS: R0.025 (vs R0.001 in 1H 2023)First half 2024 results: EPS: R0.025 (up from R0.001 in 1H 2023). Revenue: R190.1m (up 13% from 1H 2023). Net income: R20.2m (up R19.6m from 1H 2023). Profit margin: 11% (up from 0.4% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.공시 • Nov 23Brikor Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Brikor Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects earnings per share (EPS) to be a profit of between 2.3 cents and 2.8 cents per share compared to that of the previous corresponding period which reported EPS of 0.1 cents per share for the six months ended 31 August 2022. This equates to an increase in EPS of more than 100% when compared to the previous reporting period. Headline earnings per share (HEPS) expects to be a profit of between 2.4 cents and 2.9 cents per share compared to the previous corresponding period which reported HEPS of 0.0 cents per share for the six months ended 31 August 2022. This equates to an increase in HEPS of more than 100% when compared to the previous reporting period.분석 기사 • Jul 20Brikor (JSE:BIK) Could Be Struggling To Allocate CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...공시 • Jun 30Brikor Limited, Annual General Meeting, Nov 23, 2023Brikor Limited, Annual General Meeting, Nov 23, 2023, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1 Boardroom, 1 Marievale Road, Vorsterskroon, Nigel Nigel South AfricaReported Earnings • Jun 02Full year 2023 earnings released: R0.70 loss per share (vs R0.003 profit in FY 2022)Full year 2023 results: R0.70 loss per share (down from R0.003 profit in FY 2022). Revenue: R311.7m (up 14% from FY 2022). Net loss: R5.87m (down 307% from profit in FY 2022).공시 • Jul 08Brikor Limited, Annual General Meeting, Nov 24, 2022Brikor Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1, Boardroom, 1 Marievale Road Nigel South AfricaBuying Opportunity • Jun 06Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be R0.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.분석 기사 • May 11Brikor (JSE:BIK) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...분석 기사 • Nov 24Brikor (JSE:BIK) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfBrikor Limited ( JSE:BIK ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...Reported Earnings • Nov 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.011 (up from R0.003 loss in 1H 2021). Revenue: R152.3m (up 19% from 1H 2021). Net income: R9.09m (up R10.8m from 1H 2021). Profit margin: 6.0% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates.Reported Earnings • Jun 06Full year 2021 earnings released: EPS R0.019 (vs R0.002 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R257.9m (down 12% from FY 2020). Net income: R12.0m (up R10.4m from FY 2020). Profit margin: 4.6% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses.공시 • Mar 04Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million.Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million on March 2, 2021. Under the terms of the transaction, Brikor will issue193 million ordinary shares in Brikor to the sellers, credited as fully paid-up and as to the balance, being an amount of ZAR 21.05 million, by Brikor crediting the said amount of ZAR 21.05 million to the loan account of the Sellers in the books of account of Brikor which loan accounts. The balance amount of ZAR 21.05 million be paid in monthly instalments of ZAR 0.5 million each (including capital and interest), it being agreed that the amount of the Subject Loan outstanding as at the fifth anniversary of the Effective Date shall be paid by Brikor to the sellers within business days after the fifth anniversary of the Effective Date. In addition, Brikor as the right to repay the outstanding Subject Loan from time to time in greater instalments and more frequently. The Sellers have granted Brikor an irrevocable right and option from March 2, 2021 until 30 April 2023 to call the remaining 60% shareholding in Zingaro from the Sellers for a purchase consideration of ZAR 90 million in the aggregate, which purchase consideration shall be discharged by the allotment and issue by Brikor of 600 million ordinary shares in Brikor to the Sellers at an issue price of 15 cents per Brikor share, credited as fully paid-up. The value of the net assets is ZAR 49.2 million and the profits attributable to the net assets that are the subject of the transaction is ZAR 10.3 million as at June 30, 2020. The transaction is unconditional in all respects. Brikor Limited (JSE:BIK) completed the acquisition of 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys on March 2, 2021.Is New 90 Day High Low • Feb 12New 90-day high: R0.27The company is up 350% from its price of R0.06 on 13 November 2020. The South African market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period.공시 • Nov 11Brikor Limited Announces Management AppointmentsBrikor Limited announced the appointment of Steve Naude as member of social and ethics committee and Allan Pellow as member of remuneration committee.공시 • Nov 07Brikor Limited Announces Management AppointmentsBrikor Limited announced appointment of Steve Naude as member and Chairman of the audit and risk committee. Appointment of Dries Ferreira, Mamsy Mokate as member of the audit and risk committee.Reported Earnings • Oct 23First half earnings releasedOver the last 12 months the company has reported total losses of R11.6m, with earnings decreasing by R24.5m from the prior year. Total revenue was R254.4m over the last 12 months, down 14% from the prior year.공시 • Sep 05Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK).Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020. Elizabeth Catharina Meiring completed the acquisition of 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 BIK 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: BIK 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Brikor 배당 수익률 vs 시장BIK의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (BIK)n/a시장 하위 25% (ZA)3.0%시장 상위 25% (ZA)7.7%업계 평균 (Basic Materials)3.7%분석가 예측 (BIK) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 BIK 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 BIK 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 BIK 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: BIK 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YZA 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 14:59종가2026/05/20 00:00수익2025/08/31연간 수익2025/02/28데이터 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 소스Brikor Limited는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Board Change • May 19Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Dec 20Brikor Limited's (JSE:BIK) 29% Dip In Price Shows Sentiment Is Matching RevenuesThe Brikor Limited ( JSE:BIK ) share price has fared very poorly over the last month, falling by a substantial 29%. The...
Reported Earnings • Nov 29First half 2026 earnings released: R0.018 loss per share (vs R0.009 profit in 1H 2025)First half 2026 results: R0.018 loss per share (down from R0.009 profit in 1H 2025). Revenue: R169.9m (down 24% from 1H 2025). Net loss: R15.1m (down 304% from profit in 1H 2025). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
분석 기사 • Nov 05Brikor Limited's (JSE:BIK) Price Is Right But Growth Is LackingWhen you see that almost half of the companies in the Basic Materials industry in South Africa have price-to-sales...
분석 기사 • Sep 12Returns On Capital At Brikor (JSE:BIK) Paint A Concerning PictureDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
공시 • Jul 31Brikor Limited, Annual General Meeting, Aug 27, 2025Brikor Limited, Annual General Meeting, Aug 27, 2025. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa
Reported Earnings • Jun 20Full year 2025 earnings released: R0.003 loss per share (vs R0.01 profit in FY 2024)Full year 2025 results: R0.003 loss per share (down from R0.01 profit in FY 2024). Revenue: R380.7m (up 8.6% from FY 2024). Net loss: R2.65m (down 132% from profit in FY 2024). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
공시 • Jun 17Brikor Limited to Report Fiscal Year 2025 Results on Jun 20, 2025Brikor Limited announced that they will report fiscal year 2025 results at 12:00 PM, South Africa Standard Time on Jun 20, 2025
New Risk • Jun 16New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended August 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.80m). Minor Risk Latest financial reports are more than 6 months old (reported August 2024 fiscal period end).
New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of South African stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R115.1m market cap, or US$6.44m).
Reported Earnings • Dec 04First half 2025 earnings released: EPS: R0.009 (vs R0.025 in 1H 2024)First half 2025 results: EPS: R0.009 (down from R0.025 in 1H 2024). Revenue: R224.5m (up 18% from 1H 2024). Net income: R7.40m (down 64% from 1H 2024). Profit margin: 3.3% (down from 11% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings.
New Risk • Dec 01New major risk - Revenue and earnings growthEarnings have declined by 6.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Earnings have declined by 6.5% per year over the past 5 years. Market cap is less than US$10m (R139.8m market cap, or US$7.75m).
공시 • Jun 29Brikor Limited, Annual General Meeting, Aug 22, 2024Brikor Limited, Annual General Meeting, Aug 22, 2024. Location: brikor limited, plant 1, boardroom, 1 marievale road, vorsterskroon, nigel, South Africa
Reported Earnings • Jun 04Full year 2024 earnings released: EPS: R0.01 (vs R0.007 loss in FY 2023)Full year 2024 results: EPS: R0.01 (up from R0.007 loss in FY 2023). Revenue: R350.5m (up 13% from FY 2023). Net income: R8.24m (up R14.1m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.
Board Change • Jun 04Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Funeka Mtsila was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 29Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced the following changes to the board of directors with effect from 23 May 2024: Johan (Joe) van Rensburg was appointed as executive director of Brikor; Schalk Burger has resigned as non-executive director of Brikor; and Corné Oberholzer has changed his designation from an alternative director to Schalk Burger to a non-executive director of Brikor. Joe has vast experience within mining sector and has been involved in mine management, Safety Health Environment management and various training roles over the last 25 years. He is currently the mine manager of Ilangabi Investments 12 (Pty) Ltd, a wholly-owned subsidiary of Brikor. The board of directors of Brikor welcomes Joe to the board of Brikor and wishes him success in his new role and thanks Schalk for his invaluable role on the board.
공시 • Feb 28Brikor Limited Announces Change to the Board of DirectorsBrikor Limited announced that the shareholders are advised of the appointment of Schalk Burger as non-executive director of Brikor, with effect from 23 February 2024. Corné Oberholzer a non-executive director, has changed his role to alternative director to Schalk Burger with effect from 23 February 2024. Schalk began his career at Santam and later moved to Alexander Forbes. In 1999 Schalk founded SBinvest which specialised in short- and long-term insurance. He later sold this successful company to Indwe Risk Services. In 2005, Schalk founded Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, Nikkel Trading 392 (Pty) Ltd. Schalk Burger (SA) Group of Companies is a private venture capital company which holds a wide-ranging portfolio in various business sectors including mining, financial services, commercial and industrial, property and agriculture.
공시 • Feb 03Brikor Limited Announces Board AppointmentsBrikor Limited announced the appointment of Corné Oberholzer and Michiel Laubscher as non-executive directors of the company, with effect from 1 February 2024. Corné Oberholzer (MBA, LLB, LLM, B Juris), an attorney with more than 20 years of legal and commercial experience, is currently the Group Legal Counsel for the Schalk Burger (SA) Group of Companies, which is the holding company of the major shareholder of Brikor, NikkelTrading 392 (Pty) Ltd. ("Nikkel Trading"). He was previously, amongst others, a director of both the Forensic Accounting and Consulting divisions of Deloitte South Africa, as well as a director and head of Forensic Services for Deloitte Central Europe, establishing and leading practices in the Czech Republic, Poland and Hungary. Michiel Laubscher (MBA, CA(SA)) is currently the Group Chief Financial Officer of Nikkel Trading, the major shareholder of Brikor. He has over 17 years of experience and has been highly effective at guiding the strategic direction of organisations, both financially andoperationally. He also has extensive experience in the core sectors in which Brikor operates, having served as Chief Financial Officer for more than 10 years for another major brick manufacturer before joining Nikkel Trading.
Reported Earnings • Nov 24First half 2024 earnings released: EPS: R0.025 (vs R0.001 in 1H 2023)First half 2024 results: EPS: R0.025 (up from R0.001 in 1H 2023). Revenue: R190.1m (up 13% from 1H 2023). Net income: R20.2m (up R19.6m from 1H 2023). Profit margin: 11% (up from 0.4% in 1H 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 32% per year, which means it is well ahead of earnings.
공시 • Nov 23Brikor Limited Provides Earnings Guidance for the Six Months Ended 31 August 2023Brikor Limited provided earnings guidance for the six months ended 31 August 2023. For the period, the company expects earnings per share (EPS) to be a profit of between 2.3 cents and 2.8 cents per share compared to that of the previous corresponding period which reported EPS of 0.1 cents per share for the six months ended 31 August 2022. This equates to an increase in EPS of more than 100% when compared to the previous reporting period. Headline earnings per share (HEPS) expects to be a profit of between 2.4 cents and 2.9 cents per share compared to the previous corresponding period which reported HEPS of 0.0 cents per share for the six months ended 31 August 2022. This equates to an increase in HEPS of more than 100% when compared to the previous reporting period.
분석 기사 • Jul 20Brikor (JSE:BIK) Could Be Struggling To Allocate CapitalIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
공시 • Jun 30Brikor Limited, Annual General Meeting, Nov 23, 2023Brikor Limited, Annual General Meeting, Nov 23, 2023, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1 Boardroom, 1 Marievale Road, Vorsterskroon, Nigel Nigel South Africa
Reported Earnings • Jun 02Full year 2023 earnings released: R0.70 loss per share (vs R0.003 profit in FY 2022)Full year 2023 results: R0.70 loss per share (down from R0.003 profit in FY 2022). Revenue: R311.7m (up 14% from FY 2022). Net loss: R5.87m (down 307% from profit in FY 2022).
공시 • Jul 08Brikor Limited, Annual General Meeting, Nov 24, 2022Brikor Limited, Annual General Meeting, Nov 24, 2022, at 10:00 South Africa Standard Time. Location: Brikor Limited, Plant 1, Boardroom, 1 Marievale Road Nigel South Africa
Buying Opportunity • Jun 06Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be R0.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable.
분석 기사 • May 11Brikor (JSE:BIK) May Have Issues Allocating Its CapitalWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
분석 기사 • Nov 24Brikor (JSE:BIK) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfBrikor Limited ( JSE:BIK ) announced strong profits, but the stock was stagnant. We did some digging, and we found some...
Reported Earnings • Nov 23First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: R0.011 (up from R0.003 loss in 1H 2021). Revenue: R152.3m (up 19% from 1H 2021). Net income: R9.09m (up R10.8m from 1H 2021). Profit margin: 6.0% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates.
Reported Earnings • Jun 06Full year 2021 earnings released: EPS R0.019 (vs R0.002 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: R257.9m (down 12% from FY 2020). Net income: R12.0m (up R10.4m from FY 2020). Profit margin: 4.6% (up from 0.5% in FY 2020). The increase in margin was driven by lower expenses.
공시 • Mar 04Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million.Brikor Limited (JSE:BIK) acquired 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys for ZAR 59.7 million on March 2, 2021. Under the terms of the transaction, Brikor will issue193 million ordinary shares in Brikor to the sellers, credited as fully paid-up and as to the balance, being an amount of ZAR 21.05 million, by Brikor crediting the said amount of ZAR 21.05 million to the loan account of the Sellers in the books of account of Brikor which loan accounts. The balance amount of ZAR 21.05 million be paid in monthly instalments of ZAR 0.5 million each (including capital and interest), it being agreed that the amount of the Subject Loan outstanding as at the fifth anniversary of the Effective Date shall be paid by Brikor to the sellers within business days after the fifth anniversary of the Effective Date. In addition, Brikor as the right to repay the outstanding Subject Loan from time to time in greater instalments and more frequently. The Sellers have granted Brikor an irrevocable right and option from March 2, 2021 until 30 April 2023 to call the remaining 60% shareholding in Zingaro from the Sellers for a purchase consideration of ZAR 90 million in the aggregate, which purchase consideration shall be discharged by the allotment and issue by Brikor of 600 million ordinary shares in Brikor to the Sellers at an issue price of 15 cents per Brikor share, credited as fully paid-up. The value of the net assets is ZAR 49.2 million and the profits attributable to the net assets that are the subject of the transaction is ZAR 10.3 million as at June 30, 2020. The transaction is unconditional in all respects. Brikor Limited (JSE:BIK) completed the acquisition of 40% stake in Zingaro Holdings (Pty) Ltd from Elsie Johanna Mac Master, Leon Mac Master and Pieter Barend Buys on March 2, 2021.
Is New 90 Day High Low • Feb 12New 90-day high: R0.27The company is up 350% from its price of R0.06 on 13 November 2020. The South African market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period.
공시 • Nov 11Brikor Limited Announces Management AppointmentsBrikor Limited announced the appointment of Steve Naude as member of social and ethics committee and Allan Pellow as member of remuneration committee.
공시 • Nov 07Brikor Limited Announces Management AppointmentsBrikor Limited announced appointment of Steve Naude as member and Chairman of the audit and risk committee. Appointment of Dries Ferreira, Mamsy Mokate as member of the audit and risk committee.
Reported Earnings • Oct 23First half earnings releasedOver the last 12 months the company has reported total losses of R11.6m, with earnings decreasing by R24.5m from the prior year. Total revenue was R254.4m over the last 12 months, down 14% from the prior year.
공시 • Sep 05Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK).Elizabeth Catharina Meiring acquired 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020. Elizabeth Catharina Meiring completed the acquisition of 20% stake in Brikor Limited (JSE:BIK) on September 4, 2020.