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).
| ALPHAMIN - 09/10/2025 |
Alphamin (APH) is a tin mining and exploration company operating out of Mauritius. Its primary asset is just over 80% of Alphamin Bisie Mining which has a tin mine in the DRC. The company claims... read more |
| SALUNGANO - 08/10/2025 |
Salungano, previously Wescoal, engages in the mining and trading of coal. The company began production in 2021 producing coal from its Moabsvelden mine for Eskom.... read more |
| AFRIMAT - 08/10/2025 |
Afrimat (AFT) is an open-pit mining company that supplies composites, construction materials and other commodities to a range of industries in Southern Africa.... read more |
| DATATEC - 08/10/2025 |
Datatec (DTC) is an international IT and telecommunications company operating in more than fifty countries. It operates in the United States, South America, Europe,... read more |
| NEWPARK - 08/10/2025 |
Newpark is a South African real estate investment trust (REIT) which has commercial and industrial properties worth R1,37bn and with a gross lettable area (GLA)... read more |
| MC-GROUP - 07/10/2025 |
MultiChoice (MCG) is a leading entertainment company in Africa and one of the fastest-growing pay-TV broadcast providers in the world with 21,1m subscribers in... read more |
| MONDIPLC - 07/10/2025 |
Mondi (MNP) is a massive international paper and packaging company that started in South Africa, but now has interests in 30 countries and employs 26000 people... read more |
| ALTRON-A - 07/10/2025 |
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 |
| SIRIUS - 07/10/2025 |
Sirius (SRE) is a real estate investment trust (REIT), listed on the JSE and the London Stock Exchange (LSE), which specialises in office, manufacturing, and warehousing... read more |
| AFRICA BITCOIN - 04/10/2025 |
Previously Altvest, Africa Bitcoin is a financial services company which specialises in supporting small and medium sized companies. The company aims to build... read more |
| SIBANYE-S - 02/10/2025 |
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 |
| CAPITEC - 02/10/2025 |
Capitec Bank (CPI), now the country's largest bank by customer numbers (21,1m), was launched by PSG, and has been a major disrupter in the South African banking... read more |
| SPAR - 02/10/2025 |
Spar (SPP) runs a chain of supermarkets across Southern Africa with 2402 stores. It also operates the Build-It chain in hardware and building materials and the... read more |
| ASSURA - 01/10/2025 |
Assura is a UK real estate investment trust (REIT) which specialises in healthcare. It was listed on the JSE on 26th December 2024 and has been very thinly traded... read more |
| SHUKA MINERALS - 01/10/2025 |
Shuka Minerals PLC, formerly Edenville Energy, is a junior mining company with a focus on coal and copper assets. It has recently done a secondary listing... read more |
| CONDUIT - 01/10/2025 |
Conduit Capital (CND) is a small financial services company, mainly in the insurance industry. It has two operating divisions - Investments and Insurance &... read more |
| LESAKA - 01/10/2025 |
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 |
| SAIL - 01/10/2025 |
Previously Chrometco. Chrometco (CMO) is a company involved in the exploration and mining of chrome. Chrometco is obviously dependent on the international price... read more |
| YORK - 01/10/2025 |
York Timber Holdings (YRK) is a forestry company which owns plantations and processing plants, as well as a wholesaling distribution network. It is the biggest... read more |
| PSV - 01/10/2025 |
This is an Alt-X listed industrial holding company with two divisions - Omnirapid which supplies mining and industrial consumables, and Specialised Services consisting... read more |