Scrip Magazine Issue: August 2024

Air New Zealand Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 25th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $2,517m $2,734m $6,330m $6,752m $6,755m n/c Operating Earnings $334m -$4m $1,286m $941m $926m -2% NPAT -$289m -$591m $412m $146m $126m -14% EPS1 -$0.257 -$0.175 $0.122 $0.043 $0.038 -12% PE Ratio n/a n/a 6…
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Contact Energy Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 16th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $2,573m $2,387m $2,118m $2,863m $3,439m 20% EBITDA $553m $537m $505m $675m $1,011m 50% NPAT $187m $182m $127m $235m $331m 41% EPS1 $0.241 $0.233 $0.162 $0.298 $0.412 38% PE Ratio 34 31 50 29…
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Mercury Energy Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 19th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $2,045m $2,188m $2,730m $3,424m $3,498m 2% EBITDAF $463m $581m $830m $877m $786m -10% NPAT $141m $469m $103m $290m $1m -100% EPS1 $0.101 $0.335 $0.074 $0.207 $0.001 n/a PE Ratio 68 20 86 32…
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New Talisman Gold Mines Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 17th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $248k $0.00 $0.00 $0.00 $0.00 n/a Operating Expenses $764k $1,067k $1.1m $1.4m $1.8m 32% NPAT -$518k -$5.7m -$2.7m -$1.8m $4.0m n/a EPS1 -$0.0002 -$0.0018 -$0.0064 -$0.0039 $0.0063 n/a Capitalisation $8.4m $9.6m $8.0m $8.2m…
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BOP Branch Event Report – Will you Outlive your Capital?

NZSA Disclaimer Branch Event Report – Will you Outlive your Capital? September 2024 Ross Sheerin prepared and delivered a presentation on ‘de-cumulation’, an important but relatively neglected topic by the financial media. Surprisingly, for a topic very relevant to the age group of our member attendees, we only had 15 present which was personally disappointing…
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Investore Property Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 15th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Rental Income $64.5m $67.9m $71.0m $72.8m $76.1m 5% Change in Valuation $139.3m $91.0m -$185.2m -$98.7m $12.0m n/a NPAT $156.3m $118.2m -$150.2m -$67.1m $38.4m n/a EPS $0.446 $0.321 -$0.408 -$0.18 $0.102 n/a PE Ratio 5…
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ArborGen Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 10th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($USm restated) 2022 ($USm) 2023 ($USm) 2024 ($USm) 2025($USm) Change Revenue $43.6m $47.6m $56.1m $67.7m $63.2m -7% NPAT $3.2m $1.7m -$2.5m -$0.2m -$21.5m n/a EPS1 $0.006 $0.003 -$0.05 -$0.00 -$0.041 n/a Gross Margin 38% 37% 32% 35% 29% -19%…
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TruScreen Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 11th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($000’s) 2022 ($000’s) 2023 ($000’s) 2024 ($000’S) 2025(000’s) Change Revenue $1,133 $1,678 $1,662 $2,108 $1,712m -19% NPAT -$3,490 -$7,893 -$2,402 -$2,051 -$2,243m n/a Capitalisation $22.9m $18.1m $12.1m $9.4m $12.1m 29% EPS1 -$0.01 -$0.022 -$0.006 -$0.004 -$0.004 n/a PE Ratio…
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Accordant Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 (restated) 2022 2023 2024 2025 Change Revenue $206.8m $221.5m $227.4m $212.4m $165.3m -22% NPAT $6.2m $3.0m $2.0m -$10.0m -$2.9m n/a EPS1 $0.181 $0.087 $0.058 -$0.292 -$0.084 n/a Capitalisation $54.9m $64.2m $48.1m $23.7m $9.6m -60% PE Ratio 9 21 24…
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Smartpay Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2022 (restated) 2023 (restated) 2024 2025 Change Revenue $33.9m $48.1m $77.8m $96.5m $105.5m 9% Operating Expenses $26.3m $37.9m $59.4m $75.3m $88.9m 18% NPAT -$15.2m $2.1m $8.5m $8.4m -$.7m n/a EBITDA $7.6m $10.2m $18.4m $21.3m $16.6m -22% Capitalisation $190.3m $155m…
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