NZSA Disclaimer Many shareholders and investors will have observed the events at Rakon over the last week, starting with the company’s announcement and notice of meeting issued on August 4th. The announcement noted that the election of three independent directors would not be supported by major shareholder Brent Robinson, his related family interests (19.67%) nor…
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Annual Meeting Report, August 6th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $10.4m $13.9m $19.6m $23.9m $21.8m -9% Operating Expenses $24.7m $33.7m $53.1m $58.8m $54.6m -7% NPAT -$14.2m -$19.8m -$27.0m -$29.5m -$29.3m n/a EPS -$0.0195 -$0.024 -$0.033 -$0.036 -$0.037 n/a Accumulated losses $217m $246m $276m…
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Annual Meeting Report, August 5th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $13.9m $11.9m $6.4m $5.3m $6.8m 28% NPAT $15.9m $2.9m -$14.0m -$5.3m -$5.7m n/a Fair value gain/loss $9.2m -$1.2m -$12.7m -$4.9m -$7.2m n/a EPS $0.044 $0.008 -$0.039 -$0.015 -$0.016 n/a PE Ratio 8 33…
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Annual Meeting Report, August 2nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $113.1m $130.3m $156.6m $195.4m $208.0m 6% NPAT $7.9m $19.8m $10.6m $15.6m $11.4m -27% EPS $0.074 $0.19 $0.102 $0.149 $0.109 -27% Inventory Turnover 2.28 2.04 2.20 2.34 2.38 2% Gross Margin 43% 47% 47%…
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Annual Meeting Report, July 31st 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 (restated) 2023 2024 2025 Change Revenue $570.4m $478.1m $493.6m $503.9m $523.8m 4% NPAT $21.0m $33.8m $50.5m $15.5m $20.7m 33% Profit attributable to shareholders $16.8m $24.6m $45.2m $11.8m $16.0m 36% EPS $0.117 $0.171 $0.315 $0.082 $0.111 36% PE Ratio…
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Annual Meeting Report, July 26th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $16.9m $18.9m $48.0m $71.2m $90.5m 27% NPAT -$28.7m -$36.0m -$30.5m -$15.7m -20.8m n/a EPS -$0.266 -$0.30 -$0.25 -$0.13 -$0.17 n/a PE Ratio n/a n/a n/a n/a n/a Capitalisation $766m $438m $270m $377m $392m…
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Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 (re-stated) 2024 2025 Change Capitalisation $221m $248m $296m $307m $319m 4% Revenue $123.8m $132.6m $108.3m $106.5m $145.1m 36% NPAT $11.7m $10.0m $26.2m $17.4m $99.5m 472% Attributable to Equity holders $9.9m $9.1m $20.4m $16.2m $99.3m 514% EPS $0.557…
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Annual Meeting Report, July 15th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Operating Revenue $21.5m $20.5m $24.6m $28.9m $30.2m 5% Cost of Sales $12.0m $14.0m $16.3m $19.2m $21.3m 11% NPAT $3.8m -$.8m $0.8m $5.5m -$7.7m n/a Gross Profit Margin 44% 31% 34% 33% 29% -12% Inventory…
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Annual Meeting Report, July 25th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Gross Profit $2.3m $4.5m $7.7m $8.2m $9.9m 21% Interest Income $3.5m $5.6m $10.6m $13.7m $18.2m 33% NPAT $0.08m $1.3m $2.3m $2.6m $2.8m 7% EPS1 $0.0005 $0.0063 $0.0062 $0.029 $0.031 5% PE Ratio 112 9…
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Annual Meeting Report, July 22nd 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $133.5m $131.6m $144.5m $153.2m $155.7m 2% Revaluations Gains $157.6m $163.6m -$146.5m -$112.7m $72.7m n/a NPAT $241.7m $236.1m -$80.8m -$55.3m $125.9m n/a EPS1 $0.288 $0.279 -$0.095 -$0.065 $0.149 n/a PE Ratio 5 4…
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