List of Opinions
The PDSnet opinions give a current overview of every listed company and are updated in response to messages on the Stock Exchange News Service (SENS), ur own in-house analysis and articles appearing in the media.
Each opinion gives the company’s nature of business, a summary of its most recent financial statements, a view of its technical (charting) position and our opinion as to its value at the current market price.
The Opinions are updated for interim and final reports as well as quarterlies, trading statements and trading updates. They cover every share listed on the Johannesburg Stock Exchange (JSE).
| CILOCYBIN - 01/07/2025 |
Cybin is a company which focuses on the production and marketing of medical cannabis. It was listed in the Alt-X of the JSE 25th June 2024 as a special purpose acquisition company (SPAC) and... read more |
| SHUKA MINERALS - 01/07/2025 |
| COPPER360 - 01/07/2025 |
Copper 360 describes its business as follows, "The Copper 360 business is focused on (a) processing historical mined copper rock dumps through a process of environmental clean-up, and (b) mining... read more |
| SPEARRIT - 01/07/2025 |
Spear (SEA) is a real estate investment trust (REIT) which specialises in properties in and around Cape Town. It was started by Mike Flax and the CEO is Quintin Rossi. Both of these men have... read more |
| VISUAL - 01/07/2025 |
Visual International Holdings (VIS) is a small, cash-strapped property development company operating in the Cape Town area. The company announced on 2nd July 2018 that publication of its financial... read more |
| MAS - 01/07/2025 |
MAS (MSP) is a real estate investment trust (REIT) which invests in office, commercial, logistics, retail, and hospitality properties in Europe and the UK. This REIT was started by Martin Slabbert... read more |
| SEPHAKU - 01/07/2025 |
Sephaku (SEP) is a construction materials business in South Africa which supplies ready-mixed cement products and cement to the construction industry. The group consists of 100% of Metier Mixed... read more |
| RESILIENT - 01/07/2025 |
The Resilient group of companies (Resilient, Lighthouse - previously Greenbay, Rockcastle and Fortress) used to be the high-flyers of the property sector until the beginning of 2018 when a damning... read more |
| LIGHTHCAP - 01/07/2025 |
Lighthouse Capital (LTE) (previously Greenbay) was one of the Resilient group of REIT's (real estate investment trusts) along with Resilient itself, Rockcastle and Fortress. These companies were... read more |
| NICTUS - 01/07/2025 |
Nictus (NCS) is a furniture and electrical appliance retailer with three stores in South Africa. It also sells short-term insurance through Corporate Guarantee. In its financials for the year... read more |
| EXXARO - 01/07/2025 |
Exxaro (EXX) is a BEE coal company with interests in iron and heavy minerals. It has interests in Australia, America and Europe. It is a provider of coal to Eskom's Medupi power station. The... read more |
| INVICTA - 01/07/2025 |
The Invicta Group consists of five operational segments, namely: 1. Replacement parts, Services, & Solutions: Industrial; 2. Replacement parts, Services & Solutions: Auto-agri; 3. Capital... read more |
| CROOKES - 29/06/2025 |
Crookes Brothers (CKS) is an agricultural and property company which was formed in 1913 and listed on the JSE in 1948. The company produces sugar cane, bananas,... read more |
| MARSHALL - 29/06/2025 |
Marshall (MMP) say the following about their business: "Based in the UK, with strategically located offices, globally, Marshall Monteagle PLC is a diversified... read more |
| SEAHARVST - 29/06/2025 |
Sea Harvest (SHG) is South Africa's most popular frozen fish brand with about 38% of the market. It was controlled by Brimstone which had a 54,92% stake. Sea Harvest... read more |
| SA-CORP - 29/06/2025 |
SA Corp (SAC) owns a group of 199 industrial, retail, storage, residential and office properties in South Africa plus a 50% stake in a joint venture in Zambia... read more |
| CASTLVIEW - 29/06/2025 |
Castleview (CVW) is a real estate investment trust that owns two properties - a shopping mall in Port Elizabeth in the Eastern Cape, "Pier 14" which the company... read more |
| PBT-GROUP - 29/06/2025 |
PBT Group (PBG) is a fledgling IT company in the general finance sector. It has operations in South Africa and Europe, having recently exited operations in the... read more |
| RMBH - 29/06/2025 |
Rand Merchant Bank Holdings (RMH) is a company which used to own 34,1% of Firstrand and, since 2016, has been investing in property. RMBH was started 41 years... read more |
| THUNGELA - 27/06/2025 |
Thungela (TGA) is Anglo American's coal assets which has been unbundled into the hands of Anglo shareholders and separately listed on the JSE and the LSE because... read more |