Annual Meeting Report, June 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 (10 months) 2022 2023 2024 Change Revenue $175.4m $231.1m $247.2m $265.5m 7% NPAT $85.7m $61.1m $15.4m $31.5m 82% EPS1 $0.138 $0.086 $0.022 $0.043 81% Fair value gain/loss $82.3m $63.5m $21.4m $55.7m 160% PE Ratio 11 12 32 13 Capitalisation…
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Annual Meeting Report, June 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Operating Revenue $21.5m $20.5m $24.6m $28.9m 10% Cost of Sales $12.0m $14.0m $16.3m $19.2m 6% NPAT $3.8m -$.8m $0.8m $5.5m 600% Gross Profit Margin 44% 31% 34% 33% 7% Inventory Turnover 4.63 3.52 3.62 4.42…
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Annual Meeting Report, July 2nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $16.9m $18.9m $48.0m $71.2m 48% NPAT -$28.7m -$36.0m -$30.5m -$15.7m n/a EPS -$0.266 -$0.30 -$0.25 -$0.13 n/a PE Ratio n/a n/a n/a n/a Capitalisation $766m $438m $270m $377m 39% Current Ratio 10.20 9.83 8.30…
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NZSA Disclaimer Auditors play a key role in providing shareholders with assurance as to the reporting surrounding their investment. From an investor perspective, there is plenty to take away from an audit report; the handy summary of “Key Audit Matters” (KAM’s) is a helpful guide to determining what matters when it comes to a company’s…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $91.6m $114.9m $174.9m $182m 4% Operating Expense $60.9m $93.9m $129.7m $128.7m -1% Operating Margin 18% 26% 29% 13% EBITDA $30.7m $21.0m $45.2m $53.3m 18% NPAT $2.0m -$9.6m -$3.0m -$0.3m n/a EPS $0.024 -$0.087 -$0.027…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Rental Income $64.5m $67.9m $71.0m $72.8m 3% Change in Valuation $139.3m $91.8m -$185.2m -$98.7m n/a NPAT $161.3m $118.2m -$150.2m -$67.1m n/a EPS $0.446 $0.321 -$0.408 -$0.182 n/a PE Ratio 5 5 n/a n/a Capitalisation $578m…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $1,413m $1,376m $1,317m $1,348m 2% NPAT1 $11.1m $8.8m -$0.9m -$46.6m n/a EPS1 $0.091 $0.072 -$0.045 -$0.417 n/a PE Ratio 32 39 n/a n/a Capitalisation $348m $252m $227m -7% Current Ratio 1.39 1.40 1.56 1.52…
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Annual Meeting Report, June 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 (re-stated) 2023 2024 Change Operating Revenue $234m $255.9m $259.1m $244.7m -6% EBITDA $152m $154.7m $173.6m $156.3m -10% Fair value gain/loss $99.8m $128m -$353m -$77.8m n/a NPAT $197m $224m -$228m -$2.1m n/a EPS $0.125 $0.143 -$0.145 -$0.001 n/a PE…
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NZSA Disclaimer Branch Event Report, June 2024 BOP BRANCH MEETING – INSIGHTS FOR DIY INVESTORS Last week’s branch event in Tauranga featured Ross Sheerin, a BOP Committee member recently retired as a Financial Advisor from Trustee Executors. He discussed his learnings based on many years of DIY investing in the NZ share market. Using examples…
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Annual Meeting Report, June 19th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 (7 months) 2022 2023 2024 Change Revenue $95.2m $174.5m $167.1m $187.1m 12% NPAT -$7.1m -$73.2m $1.9m $28.5m 1,405% EPS -$0.05 -$0.052 $0.003 $0.053 1,405% Gross Margin 15% 7% 18% 35% 91% Inventory Turnover 2.53 4.61 5.12 5.13 n/c PE…
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