This article is written by Dr. Denis Mowbray, and originally appeared as a paper within the Chartered Governance Institute in June 2021. It is re-published here with the author’s permission. It neatly encapsulates NZSA’s core assumptions relating to the role of board members, executives and their combined impact on corporate performance. Why is it that…
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NZSA is pleased to bring you the 2023 Investor Conference – especially welcome after the Covid-related impacts on our events since 2019. We hope you make the most of the opportunity to gain insight from the amazing array of speakers we have brought together. Our Changing World NZSA believes that this is a theme that…
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This is always a very special evening in the NZSA calendar. It is surprisingly rare that journalists from all publications get together – that is something that was clearly evident in the new-format 2022 NZSA Journalism Awards, held in the Maritime Room on Auckland’s waterfront in November 2022. The theme of the evening seemed to…
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Annual Meeting Report, December 16th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $287.8m $350.8m $351.2m n/c Gross Profit $169.2m $201.2m $202.3m 1% Operating Profit $39.2m $49.3m $37.1m -25% NPAT $27.8m $33.3m $25.6m -23% Gross Profit Margin 59% 57% 58% n/c EPS1 $0.466 $0.559 $0.429 -23% PE Ratio…
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Annual Meeting Report, December 16th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $100.4m $109.5m $114.5m 5% EBITDA $41.2m $43.8m $40.1m -8% NPAT $22.0m $23.2m $20.4m -12% EPS1 $0.11 $0.116 $0.102 -12% PE Ratio 33 26 28 Capitalisation $718m $612m $572m -7% Current Ratio 1.11 0.66 1.43 118%…
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Annual Meeting Report, December 15th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $468.8m $489.6m $531.9m 9% Gross Profit $82.5m $68.8m $96.9m 41% NPAT $19.4m $16.2m $55.8m 244% Gross Profit Margin 18% 14% 18% -20% EPS1 $0.207 $0.173 $0.597 244% PE Ratio 24 29 7 Capitalisation $473m $449m…
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Annual Meeting Report, December 7th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2020 (15 months) Change Revenue $0.6m $1.1m $8.3m 624% Gross Profit $0.5m $0.7m $3.1m 362% NPAT -$4.9m -$2.8m -$19.5m n/a EPS1 -$0.014 -$0.007 -$0.015 n/a Inventory Turnover 0.63 0.73 0.58 -20% Gross Margin 59% 38% n/a Current Ratio…
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Annual Meeting Report, December 8th 2022 Click here for NZSA Assessment and Voting intentions Metric 2021 (period) 2022 Change Rental Income $498k $8.2m 1,550% EBITDA -$1.8m $2.6m n/a NPAT $15.1m $39.7m 163% Change in value prop $16.5m $35.3m 114% EPS1 $0.191 $0.343 79% PE Ratio 6 3 Capitalisation $86.8m $123.7m 42% Current Ratio 68.79 1.47…
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Annual Meeting Report, December 6th 2022 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $304.2m $305.4m $325.6m 7% Gross Profit $153.7m $159.1m $151.0m 3% NPAT $65.4m $62.2m $63.0m 1% Gross Profit Margin 51% 48% 46% -3% EPS1 $0.647 $0.615 $0.623 1% PE Ratio 23 24 16 Capitalisation $1.5b $1.5b…
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Annual Meeting Report, November 30th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Operating Revenue $39.6m $48.2m -18% Cost of Sales $34.3m $38.1m -10% Gross Profit $5.3m $10.0m -48% Gross Profit Margin 13% 21% -36% Equity accounted profit $53.2m $13.2m 302% NPAT $30.5m $60.7m -50% EPS1 $0.159 $0.355 -55% Capitalisation…
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