Scrip Articles

Free Investment Information Sources – shared from one of NZSA’s committee members

NZSA Disclaimer This list of free investment information sources has been compiled by an NZSA committee member to assist investors in accessing high-quality, publicly available content. These platforms provide regular market commentary, insights, and analysis from a range of financial professionals. While some include advertising or promotional material, the underlying information is often of practical…
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NZ King Salmon Limited – 2025 Annual Meeting Report

Annual Meeting Report, June 11th 2025 Click here for NZSA Assessment and Voting Intentions Review for NZSA by John Wilson Metric 2021 (7 mths) 2022 2023 2024 (re-stated) 2025 Change Revenue $95.2m $174.5m $167.1m $187.1m $211.0m 13% NPAT -$7.1m -$73.2m $1.9m $28.5m $13.4m -53% EPS -$0.05 -$0.052 $0.003 $0.053 $0.025 -53% Gross Margin 15% 7%…
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Oceania Limited – 2025 Annual Meeting Report

Annual Meeting Report, June 27th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 (10 months) 2022 2023 2024 (re-stated) 2025 Change Revenue $175.4m $231.1m $247.2m $265.5m $260.6m -2% NPAT $85.7m $61.1m $15.4m $31.5m $30.4m -3% EPS $0.138 $0.086 $0.022 $0.043 $0.042 -3% Fair value gain/loss $82.3m $63.5m $21.4m $60.8m $90.2m 48% PE…
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CDL Investments Limited – 2025 Annual Meeting Report

Annual Meeting Report, May 30th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $88.6n $91.9m $67.1m $28.1m $46.0m 64% Cost of Sales $43.3m $44.9m $20.5m $10.9m 19.2m 76% Gross Profit $41.8m $43.4m $43.3m $19.9m $29.8m 50% NPAT $30.1m $31.3m $31.1m $13.5m $15.4m 14% Gross Profit Margin…
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Scales Corporation Limited – 2025 Annual Meeting Report

Annual Meeting Report, June 10th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $470.7m $514.6m $619.1m $565.4m $584.6m 3% EBITDA $56.7m $71.6m $68.5m $53.7m $88.1m 64% NPAT2 $21.0m $26.9m $19.4m $5.2m $30.7m 487% Gross Margin 22% 22% 20% 21% 25% 16% Inventory T/O 7.50 7.70 8.07…
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NZ Windfarms Limited – 2025 Special Meeting Report

Special Meeting Report, June 24th 2025 Click here for NZSA Assessment and Voting Intentions The meeting was sparsely attended by shareholders in person – approximately 12 persons – and the board was represented in person by Patrick Brockie, director.  Also in attendance was David Prentice, CEO.  Online attendees from the board were Craig Stobo, Chair,…
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Millennium & Copthorne Hotels New Zealand Limited – 2025 Annual Meeting Report

Annual Meeting Report, May 30th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $172m $164.8m $144.2m $145.7m $176.2m 21% Hotel Revenue $64.1m $55.2m $65.2m $101.1m $109.5m 8% NPAT1 $46.0m $40.0m $21.7m $21.6m $8.8m -67% EPS1 $0.29 $0.253 $0.137 $0.136 $0.017 -87% PE Ratio 8 9 16…
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Marsden Maritime Holdings Limited – 2025 Special Meeting Report

Special Meeting Report, May 29th 2025 Click here for NZSA Assessment and Voting Intentions The company has received an offer for all the shares in the company from a consortium comprising Northland Regional Council, Port of Tauranga Limited and Ngāpuhi Investment Fund Limited at a price of $5.60 per share to be paid in cash.…
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Aofrio Limited – 2025 Annual Meeting Report

Annual Meeting Report, May 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $36.9m $64.2m $74.3m $66.5m $79.7m 20% NPAT -$2.2m $5.4m $3.3m -$3.5m -$1.9m n/a GP Margin 29% 28% 28% 30% 29% -3% Inventory T/O 6.41 11.56 7.97 5.24 6.19 18% EPS1 -$0.005 $0.013 $0.008…
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NZX Limited – 2025 Annual Meeting Report

Annual Meeting Report, May 1st 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $78.4m $88.0m $95.7m $108.4m $120.8m 11% EBITDA $34.4m $34.4m $35.1m $38.9m $47.2m 21% NPAT $17.6m $15.0m $14.2m $13.6m $25.5m 88% EPS1 $0.063 $0.053 $0.045 $0.042 $0.078 86% PE Ratio 31 26 27 24…
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