Enhanced Investments - Financial Portal

General information

The company is not available at Interactive Brokers

Transpaco Limited (JSE:TPC) is a manufacturer, recycler and distributor of paper and plastic packaging products for a broad range of industries within the core focus of packaging throughout South Africa and Africa.

Transpaco operates through three core reportable divisions:

Plastic Products, which includes Flexibles, Recycling, East Rand Plastics and Specialised Films.

Paper and Board Products, which includes Britepak, Transpaco Cores and Tubes, and Packaging

Properties and Group Services, property owning and which provides administrative and financial support to all divisions.

Bad financial results growth rate -18.9% (average between last period year over year growth for revenue and EBITDA), there is slowdown compared to average historical growth rates (0.1%)
Dividend yield for the last twelve months 0.0%
Free cash flow yield 28.1% (LTM)
Share price is 128.2% higher than minimum and 24.4% lower than maximum for the last 3 years
The company is undervalued by EV / LTM EBITDA multiple compared to target level (3.1x vs
)
Fundamental value created in LTM (estimate)

Key Financials

Share price, ZAR: (0.0%)29.66

Share price, USD: 1.5936

Common stocks: 28 839 514

Dividend Yield: 0.0%

FCF Yield LTM: 28.1%

EV / LTM EBITDA: 3.1x

Last revenue growth (y/y): -14.3%

Last growth of EBITDA (y/y): -23.4%

Historical revenue growth: +7.7%

Historical growth of EBITDA: +11.8%

Target EV / EBITDA (hist percentile):

Fundamental value created in LTM:

EV / LTM EBITDA mutiple calculation

Market Cap ($m): 46

Net Debt ($m): 1

EV (Enterprise Value): 47

EBITDA LTM ($m): 15

EV / LTM EBITDA: 3.1x

Price to Book: 0.97x

Buy Sell

Revenue and EBITDA

Semi-Annual values ($m)

Change (y/y)

Cash Flow

FCF ($m)

Net Debt / Cash and Equivalents ($m)

Share price and dividends (Download history)

Share price

Payment ZAR per share

Multiple and potential

EV / EBITDA

Potential dynamics

More information for subscribed users:
detailed calculation of
Potential and Created Value,
website traffic data

Releases

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2022-04-06

Appointment of director

2022-03-02

TRP121: Notification of an acquisition of Beneficial Interest in Shares

2022-02-22

Condensed Consolidated Interim Results for the six months to 31 December 2021

2022-02-18

Resignation of director

2022-02-09

Trading Statement for the six months ended 31 December 2021

2021-12-03

Report on Annual General Meeting Proceedings

2021-11-19

Electronic participation at AGM

2021-10-29

Amendment to Proxy Form

2021-10-27

Integrated Annual Report 2021, no change statement, notice of AGM And publication of B-BBEE Annual Compliance Report

2021-08-31

Reviewed Provisional Condensed Consolidated Results for the year ended 30 June 2021 and Dividend Announcement

2021-08-19

Trading Statement

2021-04-23

General Repurchase of Shares

SENS Announcements

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2024-02-19

Unaudited Condensed Interim Results for the six months to 31 December 2023 and Dividend Announcement

2023-12-01

Report on Annual General Meeting Proceedings

2023-11-08

Broad-Based Black Economic Empowerment Act: Annual Compliance Report

2023-11-08

Results of General Meeting

2023-10-27

Integrated Annual Report 2023, No Change Statement, Notice of AGM and publication of B-BBEE Annual Compliance Report

2023-10-09

Posting of Circular and Notice of General Meeting

2023-09-11

Proposed Specific Repurchase of Transpaco Ordinary Shares

2023-08-29

Reviewed Condensed Consolidated Results for the year ended 30 June 2023 and Dividend Announcement

2023-08-18

Voluntary Trading Statement

2023-03-27

Disclosure of Disposal of Securities in Transpaco Limited

2023-03-24

Results of General Meeting

2023-02-21

Unaudited condensed interim results for the six months to 31 December 2022 and declaration of dividend

2023-02-13

Posting of Circular and Notice of General Meeting

2023-02-06

Delay in posting of Circular to Shareholders

2023-01-31

Trading Statement

2022-12-08

Proposed Specific Repurchase of Transpaco Ordinary Shares

2022-12-02

Report on Annual General Meeting Proceedings

2022-10-24

Integrated Annual Report, No Change Statement, Notice of AGM and publication of B-BBEE Compliance Report

2022-08-30

Reviewed Provisional Condensed Consolidated Results for the year ended 30 June 2022 and Dividend announcement

2022-08-16

Trading Statement

Enhanced Investments, Inc.
329 South Oyster Bay Road #2085
Plainview, NY 11803
team@eninvs.com

Important disclosures

Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.

Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.
Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance.
All the strategies assume investments in equity invstrumenta only and are more relevant for "agressive investment profile". Eastern European flagship strategy assumes using up to 20% leverage of total portfolio. GlobalCommodities and US Growth strategy currently assume no leverage.
Results for the Enhanced Investments strategies as compared to the performance of Illustrative Benchmarks is for informational purposes only. Our investment program does not mirror that of the Illustrative Benchmarks and the volatility may be materially different from the volatility of Illustrative Benchmarks. Reference or comparison to an Illustrative Benchmark does not imply that strategies of Enhanced Investments will be constructed in the same way as the Illustrative Benchmark or achieve returns, volatility, or other results similar to those of the Illustrative Benchmark. The S&P 500 is an unmanaged market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.
Performance results were prepared by Enhanced Investments, and have not been compiled, reviewed or audited by an independent accountant. Performance estimates are subject to future adjustment and revision. Investors should be aware that a loss of investment is possible. Account holdings are for illustrative purposes only and are not investment recommendations. Additional information, including (i) the calculation methodology; and (ii) a list showing the contribution of each holding to the portfolio’s performance during the time period will be provided upon request.
All statements made via social media sites sponsored or maintained by Enhanced Investments and its affiliates are for informational purposes only and do not constitute a comprehensive description of Enhanced Investments' investment advisory services.
Certain investments are not suitable for all investors. Before investing, consider your investment objectives and applicable fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Information provided by Enhanced Investments is for informational and general educational purposes only and is not investment or financial advice.