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).
| SIBANYE-S - 07/11/2025 |
Sibanye (SSW) is a mining house which has been on a rapid acquisition trail accumulating platinum and gold mines in South Africa and America and is now broadening... read more |
| LESAKA - 07/11/2025 |
Previously known a Net1 UEP Technologies, Lesaka is listed on the Nasdaq and the JSE (LSK). It is a provider of fintech products in a number of countries. Its... read more |
| SAPPI - 07/11/2025 |
Sappi (SAP) manufactures paper, dissolving wood pulp (DWP) and paper pulp internationally and supplies products in 150 countries. DWP is used to manufacture clothing,... read more |
| SASOL - 07/11/2025 |
Sasol (SOL) is a massive international chemicals and energy company which has its roots in the oil-from-coal technology developed during the apartheid era in South... read more |
| PURPLE - 07/11/2025 |
Purple Group (PPE) is a trading platform and asset management company that is aimed mainly at the private investor and offers the cheapest costs of dealing in... read more |
| MOTUS - 07/11/2025 |
Motus (MTH) was unbundled from Imperial (IPL) and separately listed on the JSE on 22-11-2018. It is a company that owns motor dealerships in South Africa, the... read more |
| VODACOM - 07/11/2025 |
Vodacom (VOD) is South Africa's largest airtime and data provider for cell phones. It is a subsidiary of the international company Vodaphone. Its competitors are... read more |
| ENXGROUP - 06/11/2025 |
The enX Group (ENX) is a "...diversified industrial group that provides branded products and services to the petrochemical, fleet management, logistics and... read more |
| GFIELDS - 06/11/2025 |
Gold Fields (GFI) is a relatively high-cost international gold mining house with a single mine in South Africa - South Deep. South Deep was bought by Gold Fields... read more |
| PEPKORH - 04/11/2025 |
Pepkor Holdings (Pep) (PPH), previously known as Pep, is 71,01% owned by Steinhoff International. With the collapse of the Steinhoff group following admissions... read more |
| ALTRON-A - 04/11/2025 |
Allied Electronics Corp, or Altron (AEL), is an information and communications technology company which was started by Bill Venter in 1965. It has recently been... read more |
| ETHOSCAP - 04/11/2025 |
Ethos Capital Partners (EPE) is a private equity fund (PEF), incorporated in Mauritius, which invests into unlisted companies for long-term capital appreciation... read more |
| OCEANA - 04/11/2025 |
Oceana (OCE) is Southern Africa's largest fishing business which also has significant fishing interests in the US through its Louisiana-based subsidiary Daybrook... read more |
| REDEFINE - 04/11/2025 |
Redefine (RDF) is the second largest real estate investment trust in South Africa (after Growthpoint) with assets worth R72,9bn against a market capitalisation... read more |
| COLLINS - 02/11/2025 |
Collins (previously Tradehold) has "...a portfolio of more than 140 properties with a total gross lettable area of 1.6 million square metres. Of these properties,... read more |
| IMPLATS - 02/11/2025 |
Impala Platinum Holdings (IMP), or Implats, is the world's third largest platinum group metals (PGM) producer. It has been suffering over the past 7 years from... read more |
| NUWORLD - 02/11/2025 |
NuWorld (NWL) is an importer and exporter of a range of consumer goods, especially, consumer electronics, appliances, and consumer durables. Its product range... read more |
| KORE - 02/11/2025 |
Kore (KP2) is a potash mining company which owns 97% of Sintoukola Potash which has the Kola and Dougou (DX) mining leases in the Congo. Kola has a resource of... read more |
| RENERGEN - 02/11/2025 |
Renergen (REN) describes itself as an "...integrated alternative energy business..." which invests in renewable energy projects in Africa. The company... read more |
| EUROMET - 02/11/2025 |
Europa (EUZ) is a European metals developer which operates primarily in Spain where it mines lead, zinc, and silver. They own 100% of the Toral project in Leon... read more |