zccm investments holdings plc - developing markets dr pius... · pius kasolo, chief executive...
TRANSCRIPT
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ZCCM-IH : OVERVIEW & SHARE SALE DOWN
ZCCM Investments Holdings Plc
UK ZAMBIA TRADE & INVESTMENT FORUM, LONDON
WEDNESDAY 4 NOVEMBER 2015
DR. PIUS KASOLO, CHIEF EXECUTIVE OFFICER ZCCM-IH
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Content of Presentation
Who we are
ZCCM-IH Shareholding Structure
Overview of ZCCM-IH Portfolio
Details of Share Sale Down
Why buy Shares of ZCCM-IH?
Conclusion
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Who we are
ZCCM Investments Holdings Plc is an
investments holdings company with diversified
interests in mining, energy and other sectors of
the Zambian Economy
Listed on the Lusaka Stock Exchange, London
Stock Exchange and Euronext Paris (Marche
Libre)
Largest Company by Market Capitalisation on
the Lusaka Stock Exchange
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Current ZCCM-IH Shareholding
SHAREHOLDER CLASS OF SHARES NUMBER OF SHARES % OF SHAREHOLDING
IDC A 96,926,669 60.28
GRZ B 27,961,237 17.39
NAPSA B 24,120,043 15.00
MINORITIES B 11,792,337 7.33
TOTAL 160,800,286 100.00
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ZCCM-IH Shareholding post Sale Down
SHAREHOLDER CLASS OF SHARES NUMBER OF SHARES % OF SHAREHOLDING
IDC A 96,926,669 60.28
NAPSA B 24,120,043 15.00
MINORITIES B 39,753,574 24.72
TOTAL 160,800,286 100.00
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Overview of ZCCM-IH : Portfolio
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Overview of ZCCM-IH : SELECTED
IMAGES
MAAMBA COLLIERIES LTD
(35%)NDOLA LIME COMPANY (100%)
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Overview of ZCCM-IH : SELECTED
IMAGES
KANSANSHI MINING PLC (20%)LUBAMBE COPPER MINE LTD
(20%)
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Overview of ZCCM-IH : SELECTED
IMAGES
CEC PLC (20%)CHIBULUMA MINES PLC (15%)
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Overview of ZCCM-IH : Some Key
Highlights
Strong Balance Sheet.
No Debt.
Best performer on the LuSE in 2014 (+163.5%)
Biggest dividend paid out on the LuSE in 2014
($40 Million)
Dividend Policy : 20% of realised profits
One of the largest Company by Market
Capitalisation on the LuSE
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Overview of ZCCM-IH : Investment Case
Quality assets with strong & highly regarded
partners.
Partners and operators – strong brands, big players,
credible miners – ZCCM-IH provides the only access /
entry point to these projects, which are operated by
the biggest miners in the world.
Experienced Management : New Vision and Strategy.
Legacy liabilities largely removed leaving clean
balance sheet.
Limited Capital Spending requirements compared to
mining companies.
Cash Resources and expected resources from
Dividends.
Defined Dividend Policy
Government Link
Fund of Funds - opportunity through a single
investment to gain exposure to a broad portfolio of
Zambian companies
Strong exposure to the Copperbelt: some of the best
proven mineral deposits in the world, strategically
located.
Valued below intrinsic value. JP Morgan report shows
undervaluing of ZCCM-IH, hence discount on offer.
Being a listed Company on 3 Stock Exchanges
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Salient Details of the Shares Sale Down
Market Price as at Friday 30 October 2015 K40.00
Offer Price K38.00
Total Number of shares on Offer 27,961,237
Percentage Shareholding on Offer 17.4%
Transaction fees payable by Preferred Applicants Nil
Transaction fees payable by General Applicants 1.375%
Last Day of Postal Applications Friday 27 November 2015
Offer Closes Monday 30 November 2015
Results of Offer Monday 14 December 2015
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Summary : Why Buy Shares of ZCCM-IH?
ZCCM-IH
TIER 1 ASSETS
CLEAN BALANCE SHEET
DIVERSIFICATION STRATEGY :
ENERGY & REAL ESTATE
LOW COST OPERATION
DIVIDEND PAYING
EXPOSURE TO COPPERBELT
MINERAL ASSETS
ONLY ENTRY POINT INTO BIG MINING ASSETS AND PROJECTS
EXPERIENCED MANAGEMENT
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ZCCM-IH on Social Media
Website : http://www.zccm-ih.com.zm
The Information Supplement can be downloaded
from the Investor Relations Portal
Facebook : Search for ‘ZCCM IH PLC’
Email : [email protected]
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THE END