Scrip Articles

An interview with Mark Heine, EROAD CEO

NZSA Disclaimer Hear from Mark Heine, EROAD CEO. Mark talks to range of issues relating to EROAD in a wide-ranging conversation covering everything from EROAD’s underlying sources of value for the business, the company’s response to technology commoditisation and much much more. Oliver Mander

Good Spirits leaves a bad taste

NZSA Disclaimer Good Spirits Limited (NZX: GSH) is soon to be delisted. After 19 years, investors have been close to wiped out as Good Spirits became burdened with debt to the point of effective insolvency. With the final chapter nearly complete, I thought it was worth delving into the past to understand what went wrong…
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Geo Limited – 2023 Annual General Meeting Report

Annual Meeting Report, November 14th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Total Revenue $4.1m $3.7m $3.5m $3.5m n/c EBIT -$2.1m -$1.9m -$3.1m -$6.1m n/a NPAT -$2.1m -$1.8m -$3.2m -$6.1m n/a EPS1 -$0.025 -$0.016 -$0.017 -$0.028 n/a PE Ratio n/a n/a n/a n/a Capitalisation $5.7m $19.1m $11.6m…
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Scott Technology Limited – 2023 Annual General Meeting Report

Annual Meeting Report, November 22nd 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $189.6m $219.1m $224m $269m 20% EBITDA $.2m $22.1m $23.9m $30.4m 27% NPAT -$17.5m $9.5m $12.7m $15.4m 22% EPS1 -$0.222 $0.121 $0.161 $0.19 18% PE Ratio n/a 26 17 19 Capitalisation $142m $253m $220m $297m…
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Allied Farmers Limited – 2023 Annual General Meeting Report

Annual Meeting Report, November 23rd 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 (rest.) 2022 2023 Change Operating Revenue $20.1m $24.4m $26.8m $27.1m 1% Operating Profit $1.6m $2.9m $3.8m $4.3m 13% NPAT2 $0.8m $2.0m $2.9m $3.3m 16% EPS1 $0.046 $0.07 $0.10 $0.116 16% PE Ratio 13 11 8 7 Capitalisation $10.2m…
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Just Life Limited – 2023 Annual General Meeting Report

Annual Meeting Report, December 1st 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $31.2m $32.5m $36.6m $36.7m n/c EBITDA $7.2m $7.6m $8.1m $7.5m -7% NPAT $2.9m $3.3m $2.2m $2.2m n/c EPS1 $0.033 $0.034 $0.023 $0.022 -4% PE Ratio 25 27 22 18   Capitalisation $73m $88m $49m…
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Synlait Dairy Limited – 2023 Annual General Meeting Report

Annual Meeting Report, December 1st 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 (rest) 2023 Change Revenue $1,302m $1,367m $1,397m $1,321m -5% Gross Profit $204m $67m $124m $118m -5% NPAT $74.3m -$28.5m $38.5m -$14.1m n/a Gross Profit Margin 16% 5% 9% 9% n/c Inventory Turnover 5.06 4.81 5.05 4.98 -1%…
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Geneva Finance Limited – 2023 Extraordinary General Meeting Report

Special Meeting Report, November 29th 2023 Click here for NZSA Assessment and Voting Intentions The meeting was called to approve a proposal for the company to borrow up to $10 million from its major shareholder Federal Pacific Group to take advantage of business opportunities. After opening the meeting, Chair, Robin King, handed over to the…
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Foley Wines Limited – 2023 Annual Meeting Report

Annual Meeting Report, November 16th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $55.9m $58.0m $57.7m $66.6m 15% Gross Profit $19.9m $19.6m $19.5m $23.8m 22% Gross Profit Margin 36% 34% 34% 36% 6% NPAT $6.9m $3.9m $6.2m $6.3m 2% Inventory Turnover 0.79 0.85 0.82 0.84 3% EPS1…
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Bremworth Limited – 2023 Annual Meeting Report

Annual Meeting Report, November 27th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $111m $111.6m $95.5m $89.6m -6% Gross Profit $22.8m $31.4m $29.7m $24.7m -17% NPAT -21.5m $1.7m $2.2m $10.7m 379% Gross Profit Margin 19% 28% 31% 28% -11% Inventory Turnover 2.39 3.08 2.78 2.69 -3% EPS1…
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