Annual Meeting Report, May 23rd 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $88.6n $91.9m $67.1m -27% Cost of Sales $43.3m $44.9m $20.5m -54% Gross Profit $41.8m $43.4m $43.3m n/c NPAT $30.1m $31.3m $31.1m n/c Gross Profit Margin 51% 51% 71% n/c EPS1 $0.105 $0.109 $0.108 n/c Capitalisation…
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Standard and Poors (S&P) are the company behind many of the stock market indices that are used as benchmarks for portfolio performance – including our own local S&P NZ50 Index. Recently, Anu Ganti, Senior Director, Index Investment Strategy was in New Zealand – and I went along to have a listen. S&P’s role in setting…
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Annual Meeting Report, May 25th 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $87.5m $98.1m $135.1m 38% EBITDA -$11.4m $6.5m $10.6m 63% NPAT -$57.1m -$9.9m -$20.9m n/a Gross Profit Margin 57% 63% 63% n/c EPS1 -$0.226 -$0.042 -$0.092 n/a PE Ratio n/a n/a n/a Capitalisation $428m $322m -25%…
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Annual Meeting Report, May 24th 2023 Click here for NZSA Assessment and Voting intentions Meric 2020 2021 2022 Change Revenue $36.9m $64.2m $74.3m 16% NPAT -$2.2m $5.4m $3.3m -40% Gross Profit Margin 29% 28% 28% n/c Inventory Turnover 6.41 11.56 7.97 -31% EPS1 -$0.005 $0.013 $0.08 -40% PE Ratio n/a 12 13 Market Capitalisation $65.6m…
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Annual Meeting Report, May 18th 2023 Click here for NZSA Assessment and Voting intentions Metric 2021 2022 2023 Change Revenue $701.8m $744.4m $785.9m 6% Gross Profit $307.1m $340.6m $345.9m 2% NPAT $73.2m $87.9m $88.4m 1% Gross Profit Margin 44% 46% 44% -4% EPS1 $0.329 $0.395 $0.397 1% Market Capitalisation $1,336m $1,020m -24% Inventory Turnover 4.41…
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Annual Meeting Report, April 27th 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 (restated) 2022 Change Revenue2 $245.7m $3.1m $88.2m 2753% EBITDA2 $50.4m -$2.8m $57.5m n/a NPAT -$198.3m -$552.6m $11.9m n/a EPS1 -$0.63 -$1.49 $0.032 n/a PE Ratio n/a n/a 47 Capitalisation $376m $562m 49% Current Ratio 1.25 0.65 0.55 -16%…
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Annual Meeting Report, May 18th 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $925m $1,114m $1,298m 16% Gross Profit $163m $202m $221m 9% NPAT $30.9m $51.8m $32.1m -38% Gross Profit Margin 18% 18% 17% -6% Inventory Turnover 52.49 46.95 45.45 -3% EPS1 $0.248 $0.416 $0.257 -38% Capitalisation $1,746m…
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Annual Meeting Report, May 11th 2023 Click here for NZSA Assessment and Voting intentions As Chair, Craig Stobo, explained to one shareholder who asked one of only three questions put to this meeting, an on-line only version was the most appropriate medium for the business at hand at this special shareholder meeting. Just 26…
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