NZSA Disclaimer There’s been an interesting development in the NZSA / UC Investor Sentiment Index since the middle of 2024, with (net) investor sentiment taking a significant leap during June. Six months later, heading into 2025, those levels have been maintained. Each week, NZSA, in conjunction with the University of Canterbury, surveys a random sample…
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Annual Meeting Report, December 10th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $287.8m $350.8m $351.2m $409.7m $435.6m 6% Gross Profit $169.2m $201.2m $202.3m $234.8m $258.7m 10% Operating Profit $39.2m $49.3m $37.1m $47.8m $54.3m 14% NPAT $27.8m $33.3m $25.6m $32.0m $34.5m 8% GP Margin 59% 57%…
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NZSA Disclaimer Branch Event Report, December 10th 2024 On 10 December, our speaker was Jane Arnott MNZM, founder and director of The Ethics Conversation. The Ethic Conversation operates as market commentator and researcher, reporting on ethical matters of substance. They also provides training, facilitated workshops, research and advisory services across ethical leadership, culture, values and…
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Annual Meeting Report, December 9th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $11.6m $13.1m $15.4m $16.6m $15.4m -7% Operating Income $5.0m $6.4m $6.8m $8.1m $7.7m -6% NPAT $2.3m $12m $12.8m $5.6m $4.6m -18% Adj in fair value -$1.7m $7.1m $7.6m -$0.4m $0.00 n/a EPS1 $0.072…
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NZSA Disclaimer Last week, Millennium Copthorne (NZX: MCK) received a takeover offer of $2.25 per share from its 75.9% shareholder, CDL Hotels Holdings NZ Limited (linked to Singapore-based CDL Investments). Shareholders could be forgiven for mixed feelings. Recent trading in MCK shares has been around $1.80, but has never been above $2.60 within the last…
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Annual Meeting Report, December 20th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $6.4m $6.7m $8.0m $9.4m $8.3m -11% Gross Profit $2.2m $1.3m $2.9m $3.6m $0.6m -82% NPAT $10k -$615k $328k $295k -$3.3m n/a GP Margin 34% 19% 37% 39% 8% n/a Inventory Turnover 1.24 1.41…
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Annual Meeting Report, December 18th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $468.8m $489.6m $531.9m $553.4m $582.9m 5% Gross Profit $82.5m $68.8m $96.9m $108.6m $126.2m 16% NPAT $19.4m $16.2m $55.8m $10.0m $19.7m 96% GP Margin 18% 14% 18% 20% 22% 10% EPS1 $0.207 $0.173 $0.597…
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Annual Meeting Report, December 19th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $100.4m $109.5m $114.5m $118.4m $141.4m 19% EBITDA $41.2m $43.8m $40.1m $37.2m $52.0m 40% NPAT $22.0m $23.2m $20.4m $16.6m $24.8m 50% EPS1 $0.11 $0.116 $0.102 $0.083 $0.124 50% PE Ratio 33 26 28 26…
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NZSA Disclaimer Branch Event Report, December 3rd 2024 NZSA members were warmly welcomed to the headquarters of Sharesies, New Zealand’s most popular wealth platform, by Leighton Roberts – one of the three co-founders – and Sales Leader, Mark Davey. Several members of the Sharesies team were also on-hand to answer our questions. I still remember when…
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NZSA Disclaimer Why Tony Gibson should not have been re-elected as a Director of Marsden Maritime Holdings. It is inconceivable and unconscionable that former Ports of Auckland Chief Executive Officer, Tony Gibson, should be considered worthy of a directorship just months out of a landmark guilty verdict in relation to health and safety. Once found…
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