skip to Main Content
ARC Investments reports significant gains from Rain and TymeBank, marking a strategic pivot towards profitability. This move aims to narrow its share trade discount.
African Rainbow Capital Investments (ARC Investments), the investment powerhouse led by billionaire Patrice Motsepe, highlighted a significant uplift from its prime investees, Rain and TymeBank, marking a strategic turn towards imminent profitability. This development aims to narrow the considerable share trade discount, as spotlighted in a recent announcement.Strategic Investments Yielding Fruit

ARC Investments, with its sole asset being the ARC Fund, has demonstrated a noteworthy performance in its portfolio’s intrinsic net asset value (INAV), which saw an almost 4.6% increase to R16 billion by the end of December. This rise has been significantly attributed to the success of Rain, a data network provider, and TymeBank, a digital bank, both of which are on the brink of profitability. Despite a challenging six months that saw a 2% drop in per-share basis valuation, the company remains optimistic about the future.Addressing the Share Trade Discount

The JSE-listed investment holding company is grappling with a persistent and hefty discount on its share trade, an issue it hopes to mitigate through the profitability of its key investees. The strategic direction taken by ARC Investments underlines the importance of selecting ventures that not only promise high returns but also contribute to the overall valuation and market perception of the investment company. With Rain and TymeBank’s anticipated profitability, ARC Investments is poised to enhance its market standing and shareholder value.Future Prospects and Market Implications

The trajectory of ARC Investments offers a compelling case study on the impact of strategic investment in technology and digital banking sectors in South Africa. As Rain and TymeBank edge closer to profitability, the ripple effect on ARC Investments’ share value and the broader investment community could be significant. This scenario underscores the potential of empowered investment companies in driving economic growth and innovation, aligning with South Africa’s broader objectives of financial inclusion and digital transformation.As ARC Investments continues to refine its investment strategy, the market awaits the tangible outcomes of its current endeavors. The anticipated profitability of Rain and TymeBank could mark a pivotal moment for ARC Investments, potentially reshaping investor perceptions and contributing to a more favorable valuation. This development not only highlights the astute leadership of Patrice Motsepe but also sets a precedent for future investment strategies in the rapidly evolving sectors of technology and digital banking.

Back To Top

Important Notice

Please be aware of fraudsters claiming to collect investment deposits using African Rainbow Capital's name. The public can only invest in our business if they have a share trading account.


We will never take direct payment or deposits from the public.