David (TalkingCents)
David (TalkingCents)

@talkcentss

7 Tweets 7 reads Sep 11, 2023
๐—˜๐˜…๐˜…๐—ฎ๐—ฟ๐—ผ ๐—ฅ๐—ฒ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ๐˜€ ( $EXX )
The 40th largest company in S.A by Market Cap (1H23)
Jan - June:
โ€ข ๐—ฅ๐Ÿฎ.๐Ÿฒ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป tax paid to government
โ€ข ๐—ฅ๐Ÿฎ.๐Ÿฐ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป paid in salaries
โ€ข ๐—ฅ๐Ÿฎ.๐Ÿณ ๐—ฏ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป paid to shareholders
โ€ข ๐Ÿฒ ๐Ÿณ๐Ÿฐ๐Ÿฑ employees
โ€ข ๐—ฅ๐Ÿต๐Ÿฌ๐Ÿฌ million paid in employee tax
1/ Shareholders
๐Ÿ“Eyesizwe RF = 30.8%
๐Ÿ“PIC = 15.66%
๐Ÿ“Coronation = 6.15%
๐Ÿ“MandG = 5.68%
๐Ÿ“Vanguard = 2.28%
๐Ÿ“BlackRock = 1.47%
2/ ๐—˜๐˜†๐—ฒ๐˜€๐—ถ๐˜‡๐˜„๐—ฒ ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ ๐—ฆ๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฒ
๐Ÿ”’52.2% BEE SPV
- 12.9% Basadi ba Kopani Investmen
- 3% Eyebantu Capital
- 84.1% Eyesizwe Mining Investmen
โ€”โ€”
๐Ÿ”’24.9% Exxaro
- 14.9% Exxaro
- 5% Exxaro ESOP SPV
- 5% Exxaro Community
โ€”โ€”
๐Ÿ”’22.9% IDC
3/ Customers
Revenue (1H23) = R18.9 billion
Domestic = R13.27 billion
Exports = R5.673 billion
Major customers are:
- Public utilities
-Merchants
3.1/ Europe and Asia
Exports to Europe are mainly to:
- ๐—ฆ๐˜„๐—ถ๐˜๐˜‡๐—ฒ๐—ฟ๐—น๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ป๐—ฑ ๐—š๐—ฒ๐—ฟ๐—บ๐—ฎ๐—ป๐˜†
Exports to Asia are mainly to:
- ๐—๐—ฎ๐—ฝ๐—ฎ๐—ป ๐—ฎ๐—ป๐—ฑ ๐—ฆ๐—ถ๐—ป๐—ด๐—ฎ๐—ฝ๐—ผ๐—ฟ๐—ฒ
4/ Exxaro mines
Grootegeluk runs the world's largest coal beneficiation complex and is the ๐—ผ๐—ป๐—น๐˜† ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐—ถ๐—ป๐—ด ๐—บ๐—ถ๐—ป๐—ฒ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฐ๐—ผ๐—ฎ๐—น-๐—ฟ๐—ถ๐—ฐ๐—ต ๐—ช๐—ฎ๐˜๐—ฒ๐—ฟ๐—ฏ๐—ฒ๐—ฟ๐—ด, ๐—ฎ๐—ฑ๐—ท๐—ฎ๐—ฐ๐—ฒ๐—ป๐˜ ๐˜๐—ผ ๐—˜๐˜€๐—ธ๐—ผ๐—บ'๐˜€ ๐—ฒ๐˜…๐—ถ๐˜€๐˜๐—ถ๐—ป๐—ด ๐— ๐—ฎ๐˜๐—ถ๐—บ๐—ฏ๐—ฎ ๐—ฎ๐—ป๐—ฑ ๐—ป๐—ฒ๐˜„ ๐— ๐—ฒ๐—ฑ๐˜‚๐—ฝ๐—ถ ๐—ฝ๐—ผ๐˜„๐—ฒ๐—ฟ ๐˜€๐˜๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€
Exxaroโ€™s Largest supply of energy coal is sold to Eskom and ArcelorMittal SA Limited (ArcelorMittal)
5/ Exxaro Subsidiaries
Company registration numbers and years of registration

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