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 The Sharenet Daily 
Thursday, 23 August 2012 - 20:00
Top News
SA Business
Company News
Company Results
World Markets (Spot Prices)
JSE Today
JSE Trading Statistics
Major Moves
Index Summary
Latest Consensus Changes / Results Expected
Recent Dividends / Ex Div
Upcoming AGMs
Stock Exchange News Service (SENS)

Top News
Revenue declined to R27.6 billion (R33.1 billion). Gross profit decreased to R7 billion (R11.6 billion) and profit from operations was lower at R5.6 billion (R10.2 billion). Net attributable profit decreased to R4.2 billion (R6.6 billion). In addition, headline earnings per share fell to 685  Full story

South African stocks edged down on Wednesday as strike-hit platinum miner Lonmin dragged the market lower with news of a possible share issue, overshadowing a rise by Imperial Holdings on positive earnings.  Full story
Global stocks retreated on Thursday on dimmed expectations for new stimulus from the Federal Reserve and data showing slower economic growth, while the euro rose after sources said Spain is in talks over conditions for aid to reduce its borrowing costs. The favored option is that an existing rescue fund, known as EFSF, would purchase Spanish debt at primary auctions while the European Central Bank would intervene in the secondary market to lower yields, three sources with knowledge of the ma  Full story
European shares ended lower on Thursday after a choppy session in very light trade, as concern over the outlook for the global economy. . .  Full story
Gold rose 1 percent to a four-month high above $1,670 an ounce on Thursday, bolstered by hopes for a new round of U.S.. . .  Full story
U.S. stocks fell on Thursday as expectations for swift stimulus action from the Federal Reserve faded and Chinese and euro zone data pointed. . .  Full story
Britain's top share index inched higher on Thursday, steadying after sharp falls in the previous session, underpinned by a recovery among heavyweight miners. . .  Full story

European shares ended lower on Thursday, after a choppy session in very light trade, as concern over the outlook for the global economy. . .  Full story
U.S. stocks fell on Thursday as expectations were dampened for further stimulus from the Federal Reserve and overseas data pointed to a slowing. . .  Full story
U.S. stocks opened lower on Thursday as expectations were dampened for further stimulus from the Federal Reserve and overseas data pointed to a. . .  Full story
U.S. stock index futures slipped on Thursday as overseas data pointed to a slowing global economy, while expectations were lowered for further stimulus from. . .  Full story
SA Business
U.S. stocks recovered from losses to finish flat on Wednesday, Treasur y yields fell a nd the dollar tumbled broadly after Fe deral Reserve mi nutes suggested the c en tral bank m ight ease monetary policy further soon. The S&P. . .  Full story
Gold surged above $1,650 an ounce on Wednesday for the first time since early May, breaking above its recent trading range as minutes from the U.S. Federal Reserve convinced many bullion investors that another round of monetary stimulus is imminent. Another precious. . .  Full story

Arson or illicit mining may have been responsible for a fire at a South African operation of world no. 4 gold. . .  Full story
The world's fourth biggest gold producer Gold Fields said it would review its portfolio, notably capital investments, to stress the delivery. . .  Full story
World No.2 platinum producer Impala Platinum has warned that industrial action at South Africa's platinum mines, resulting in the death of. . .  Full story
South Africa is mulling retaliatory measures to protect its centuries-old wine industry and counter job losses caused by a British retailers'. . .  Full story

South African iron ore miner Kumba Iron Ore said on Thursday it had agreed to extend an interim supply deal with. . .  Full story
South Africa's maize output forecast by traders for 2012 is seen at 10.919 million tonnes, largely steady from 11 million tonnes. . .  Full story
The rand fell against the dollar early on Thursday, weighed by a poor Chinese manufacturing survey that raised fears of a. . .  Full story
South Africa's Impala Platinum (Implats) said on Thursday its headline earnings for the 2012 financial year fell 38 percent after its. . .  Full story
Company News
Old Mutual announced that it has applied to the Financial Services Authority, in its capacity as United Kingdom Listing Authority, to. . .  Full story
Anglo and Corporaci=n Nacional del Cobre de Chile ("Codelco") announced their agreement to form a new partnership in respect of certain. . .  Full story
As a result of Omnia's improved financial profile and its continued solid business performance, the rating agency Global Credit Rating Co.. . .  Full story
Barloworld has finalised agreements to sell its UK Materials Handling business to Briggs Equipment who will acquire Barloworld's assets and represent. . .  Full story

Shareholders are advised that Resgen has issued an investor update presentation. The presentation may be viewed under the ASX announcements section. . .  Full story
Resgen, which is developing one of South Africa's largest remaining coal deposits, announced earlier this year that it had agreed to. . .  Full story
Resgen has been able to reduce the estimated capital cost of its Boikarabelo coal mine in South Africa by USD120 million. . .  Full story
Shareholders were previously advised that the Sishen Iron Ore Company (Pty) Ltd. ("SIOC") and ArcelorMittal South Africa Ltd. ("AMSA") had agreed. . .  Full story
Company Results
Revenue jumped by 15.6% to R61.4 billion (2011: R53.1 billion). Gross profit jumped by 16.4% to R11.3 billion (2011: R9.7 million),. . .  Full story
Revenue for the year rose to R1 billion (2011: R907.9 million). Operating profit fell by 6.3% to R100.6 million (2011: R107.4 million),. . .  Full story
Revenue for the year rose to R1.3 billion (2011: R1.2 billion) and operating profit climbed to R666 million (2011: R598 million).. . .  Full story
Revenue for the year ended 30 June 2012 jumped by 25% to R80.8 billion (2011: R64.7 billion). Operating profit shot up. . .  Full story
World Markets (Spot Prices)
NameTimeRPMove% Move
JSE Overall17:0035843.92227.000.64%
JSE Top 4017:0031607.12193.000.61%
JSE Gold17:002438.368.000.34%
JSE Financial17:0027019.50116.000.43%
JSE Industrial17:0041892.2181.000.19%
JSE Indust 2517:0035800.8140.000.11%
JSE Resource17:0048451.75698.001.46%
DJ Futures19:5813031.00-162.00-1.23%
DJ Ind19:5813055.05-148.53-1.12%
SP 50019:581401.87-11.30-0.80%
FTSE 10017:355776.602.400.04%
All Ords08:414411.808.500.19%
NZSE 5007:483663.344.960.14%
NameTimeRPMove% Move
Gold $19:581670.6917.851.08%
Gold R19:5713879.68284.742.09%
Gold R/kg19:58446001109232.51%
Silver $19:5830.5500.74002.48%
Platinum $19:581537.756.750.44%
Palladium $19:58650.9021.703.45%
Brent Crude19:58116.11.370.32%
Rand / Dollar19:588.30640.08090.98%
Rand / Pound19:5513.14800.11330.87%
Rand / Euro19:5510.43800.13061.27%
Rand / NZD19:576.76310.06640.99%
Rand / AUD19:558.68100.03250.38%
Yen / Dollar19:5878.4860-0.0590-0.08%
Euro / Dollar19:550.7954-0.0024-0.30%
Dollar / Euro19:581.25650.00340.27%
Pound / Dollar19:550.63000.00060.10%

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The JSE Today

Trading Statistics
* Includes all listed instruments on the JSE
Major Moves Up
SharenameSaleMove% MoveVolume
1 NEW CPA  1041415.56.%17
2 AFOVR-N  190025015.15.%15
3 ESORFRANK  1441713.39.%334416
4 EASTPLATS  1661610.67.%144203
5 EXCELL  134118.94.%100000
6 AQUARIUS  545356.86.%628108
7 NORTHAM  27161666.51.%1179723
8 GRANPRADE  300155.26.%124171
9 LONMIN  83804005.01.%545102
10 CONDUIT  11554.55.%39000
11 BLUETEL  645274.37.%263161
12 TELKOM  2010814.20.%1938431
13 AMA  260104.00.%132943
14 SEARDELN  13054.00.%1306
15 AFRIMAT  629243.97.%2560
16 ASSORE  3220010503.37.%138461
17 METAIR  2851913.30.%349209
18 AVUSA  2375753.26.%39
19 IMPERIAL  203215782.93.%598353
20 METROFILE  360102.86.%26728

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Major Moves Down
SharenameSaleMove% MoveVolume
1 TRNSHEX  298-28-8.59.%8002
2 KEATON   265-15-5.36.%102549
3 MMG  475-25-5.00.%30005
4 CBH  419-16-3.68.%59590
5 AFGRI  535-20-3.60.%2804376
6 COAL  320-10-3.03.%394814
7 AMECOR  170-5-2.86.%7000
8 GOLIATH  390-10-2.50.%10000
9 VIVIDEND  525-13-2.42.%24200
10 TRANSCAP  735-15-2.00.%27220
11 WINHOLD  105-2-1.87.%127032
12 ALTECH  4645-86-1.82.%35254
13 JASCO  167-3-1.76.%7000
14 HULAMIN  403-7-1.71.%16338
15 DIGICOR  235-4-1.67.%30000
16 EXXARO  17605-290-1.62.%597474
17 BASREAD  1130-18-1.57.%196906
18 EQSTRA  655-10-1.50.%1159342
19 VILLAGE  136-2-1.45.%1411447
20 SEARDEL  138-2-1.43.%435

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New Highs
SharenameSaleHighMove% MoveVolume
1 AFOVR-N  1900190025015.15.%15
2 GRANPRADE  300308155.26.%124171
3 CONDUIT  11511554.55.%39000
4 ASSORE  322003420010503.37.%138461
5 METAIR  28513076913.30.%349209
6 IMPERIAL  20321205005782.93.%598353
7 ILLOVO  29903240220.74.%102443
8 CASHBIL  16506166631060.65.%65169
9 SPAR  1229112296670.55.%207688
10 AF-OVR6PP  85485410.12.%100
11 LIFEHC  3501357020.06.%5868357
12 RICHEMONT  52085283-3-0.06.%8770007

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New Lows
SharenameSaleLowMove% MoveVolume
1 DIGICOR  235235-4-1.67.%30000
2 EQSTRA  655616-10-1.50.%1159342
3 PRESCIENT  140139-1-0.71.%700026

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Index Summary
Index NameRPMove% Move
Top 4031,607.00193.000.61%
Mid Cap51,690.00381.000.74%
Small Cap37,788.00297.000.79%
Resource 2048,451.00698.001.46%
Industrial 2535,800.0040.000.11%
Financial 1510,069.0034.000.35%
Financial & Ind. 3039,133.0060.000.15%
All Share35,843.00227.000.64%
Oil & Gas 27,027.00390.001.46%
Mining 31,229.00463.001.51%
Gold Mining2,438.008.000.34%
Platinum Mining49.001.002.46%
GENERAL MINING8,065.00145.001.83%
Oil & Gas Producers 14,532.00210.001.47%
Basic Materials 26,736.00365.001.39%
Chemicals 15,358.0031.000.21%
Forestry & Paper 13,707.0027.000.20%
Industrial Metals 29,116.0057.000.20%
Industrials 34,919.00319.000.92%
General Industrials
Consumer Goods 36,271.00-59.00-0.16%
Automobiles & Parts 6,455.00206.003.31%
Household Goods165.000-0.02%
Health Care 49,418.00150.000.31%
Index NameRPMove% Move
Food Producers 66,252.00-49.00-0.07%
Personal Goods 520.00.000.03%
Consumer Services 74,139.00465.000.63%
General Retailers 62,196.00392.000.63%
Travel & Leisure 4,134.0050.001.24%
Support Services 2,133.0010.000.51%
Telecommunications 75,418.00-160.00-0.21%
Financials 27,019.00116.000.43%
Banks 49,085.00173.000.36%
Non-life Insurance 43,719.00893.002.09%
Life Insurance 22,314.0089.000.40%
General Financial 2,460.009.000.37%
Technology 31,246.0040.000.13%
SHARIAH TOP40 3,111.00290.96%
FTSE/JSE SHARIAH ALL3,237.00300.96%
COAL MINING22,722.00-384-1.66%
FTSE JSE Fledgling 5,606.00120.22%
FTSE/JSE Alt X 1,055.00-11-1.09%
RESOURCE 26,740.003951.50%
DIVIDEND PLUS198.0010.85%
FTSE/JSE RAFI 407,316.00530.74%
Capped Top 4016,678.00990.60%
Capped All Share18,132.001150.64%
JSE TABACO 5,578.00530.98%

Click here for the Sharenet Index Summary page
Latest Consensus Changes**
CodeCompany NameStatusUpdated
Results Expected**
ExpectedCompany NameFin. Date
24 Aug 2012CBHJune 2012 (Final)
24 Aug 2012NORTHAMJune 2012 (Final)
27 Aug 2012ADVTECHJune 2012 (Interim)
27 Aug 2012BIDVESTJune 2012 (Final)
27 Aug 2012KERSAFPJune 2012 (Final)

Recent Dividends**
Share NameDec-DateLDTPay-DateAmount
GRINDROD12-08-2212-09-0712-09-17R 0.1750
TRNPACO12-08-2212-09-1412-09-25R 0.4900
HOSP-A12-08-2212-09-0712-09-17R 0.4974
MASSMART12-08-2212-09-0712-09-17R 1.4600
IMPERIAL12-08-2212-09-2012-10-01R 3.8000
Ex Div**
Share NameDec-DateLDTPay-DateAmount
FIRSTRANDB-P12-08-0712-08-1712-08-27R 3.3309
NEDBANK-P12-08-0112-08-1712-08-27R 0.3730
CAPITAL12-07-3112-08-1712-08-27R 0.3328
MONDILTD12-08-0712-08-1712-09-18R 0.0890
MONDIPLC12-08-0712-08-1712-09-18R 0.0890

Upcoming AGMs**
CodeCompany NameDateStatus
FBRFamous Brands Ltd.23/08/2012Confirmed
ISBInsimbi Refractory and Alloy Supplies Lt...24/08/2012Confirmed
ANSAnsys Ltd.28/08/2012Confirmed
ANPAnnuity Properties Ltd.29/08/2012Confirmed
MPCMr Price Group Ltd.30/08/2012Confirmed

Stock Exchange News Service
23/08/201217:52N PLC - Commission of Inquiry
23/08/201217:52BK ONE LIMITED - Voluntary suspension of trading in securities
23/08/201217:40IVUZI INVESTMENTS LIMITED - Listing of new Financial Instrument IVA247
23/08/201217:32 GROUP LIMITED - Disposal of 30% of K-log Proprietary Limited by Kelly Group Lim...
23/08/201217:15O RESOURCES LIMITED - Trading of exxaro ordinary shares on behalf of the Kumba m...
23/08/201217:14O RESOURCES LIMITED - Trading of Exxaro ordinary shares on behalf of the exxaro ...
23/08/201217:08Nedbank Limited - Dividend Distribution
23/08/201217:05Nedbank Limited - Dividend Distribution
23/08/201217:02Nedbank Limited - Dividend Distribution
23/08/201217:00KUMBA IRON ORE LIMITED - Dealings in securities by company secretary and directo...
23/08/201217:00MR PRICE GROUP LIMITED - Dealings in securities by a director
23/08/201217:00OLD MUTUAL PLC - Cancellation of listing of debt securities
23/08/201217:00INVESTEC PLC - Director Dealing in Securities
23/08/201216:52Nedbank Limited - Dividend Distribution
23/08/201216:50NEDBANK LIMITED - Dividend Distribution
23/08/201216:35FAMOUS BRANDS LIMITED - Dealing in securities
23/08/201216:30Famous Brands Limited - Results Of Annual General Meeting
23/08/201216:30AFRICAN OXYGEN LIMITED - Unaudited Interim Financial Results for the six months ...
23/08/201216:20Anglo American Plc - Treasury Shares - Transfers
23/08/201216:07BASIL READ HOLDINGS LIMITED - Unaudited results for the six months ended 30 June...
23/08/201215:41NQABA FINANCE 1 (PTY) LIMITED - Interest Rate Resets
23/08/201215:09Decillion Limited - Update On Capital Raising
23/08/201214:47 GROUP LIMITED - Dealing in securities by a director
23/08/201214:30ANGLO AMERICAN PLC - Anglo American and Codelco agree new partnership and settle...
23/08/201214:29Capitec Bank Limited - Listing of New Financial Instruments
23/08/201213:58REAL PEOPLE INV HOLD (PTY) LTD - Listing of New Financial Instrument
23/08/201213:56Basil Read Holdings Limited - Changes To The Board Of Directors
23/08/201213:30Capital Shopping Centres Group Plc - Notification Of Major Interest In Shares
23/08/201213:28GOLD FIELDS LIMITED - Confirmation of payment date of Interim Dividend 77 of 160...
23/08/201212:55Vunani Limited - Trading Update
23/08/201212:40Omnia Holdings Limited - Omnia Credit Rating Upgraded By Global Credit Rating Co...
23/08/201212:15ESORFRANKI LIMITED - Cautionary announcement relating to the introduction of a n...
23/08/201212:04Rgt Smart Market Intelligence Ltd - Results Of The Annual General Meeting And Ge...
23/08/201211:50W G WEARNE LIMITED - director dealings in securities
23/08/201211:45SABLE HOLDINGS LIMITED - Cautionary announcement relating to a potential de-lis...
23/08/201211:40EC INVESTMENTS LIMITED - Dealing in securities by directors and associates of di...
23/08/201211:39WESCOAL HOLDINGS LIMITED - Director dealin in securities
23/08/201211:30MACQUARIE SECURITIES SA (PTY) LTD - New Financial Listing
23/08/201211:30REDEFINE PROP INTERNATIONAL LTD - Cromwell Releases Year End Results
23/08/201211:20ROLFES HOLDINGS LIMITED - Trading statement
23/08/201210:30BARLOWORLD LIMITED - Press Release - Disposal of UK Materials handing business
23/08/201210:24ESORFRANKI LIMITED - Director's dealings
23/08/201210:00ITE (AFRICA) LIMITED - Retirement of executive director
23/08/201209:18ON INVESTMENT HOLDINGS LIMITED - Acceptance of options by director
23/08/201209:16Resource Generation Limited - Resgen Investor Update Presentation Available
23/08/201209:15RESOURCE GENERATION LIMITED - Resource Generation to acquire new coal tenements
23/08/201209:14British American Tobacco Plc - Transaction In Own Shares
23/08/201209:14RESOURCE GENERATION LIMITED - US$120 million reduction in Boikarabelo capex
23/08/201209:00P INVESTMENTS LIMITED - Unaudited interim results for the six months ended 30 Ju...
23/08/201209:00Kumba Iron Ore Limited - Sishen Supply Agreement
23/08/201209:00Arcelormittal South Africa Limited - Sishen Iron Ore Company Proprietary Limited...
23/08/201208:50Interwaste Holdings Limited - Unaudited Condensed Consolidated Financial Results...
23/08/201208:39SYNTHESIS FUNDING LIMITED - New Financial Instrument Listing
23/08/201208:00Kelly Group Limited - Trading Statement For The Year Ended 30 September 2012
23/08/201208:00A PLATINUM HOLDINGS LIMITED - Condensed audited consolidated annual results year...
23/08/201208:00THE DB X-TRACKER COL INVEST SCHEME - Listing of additional securities
23/08/201208:00GOLD FIELDS LIMITED - Q2 Unaudited Results ended 30 June 2012
23/08/201207:30ASTLE GLOBAL REAL EST CO LTD - Placement of 101 799 000 Rockcastle shares
23/08/201207:22Firestone Energy Limited - Appointment Of Cfo
23/08/201207:05Impala Platinum Holdings Limited - Day Of Mourning
23/08/201207:05BRIMSTONE INVESTMENT CORPORATION LD - Unaudited results for the six months ended...
23/08/201207:05NEW GOLD ISSUER LIMITED - Additional Listings
23/08/201207:05WOOLWORTHS HOLDINGS LIMITED - Abridge audited group results for the year ended 2...

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