Annual Meeting Report, June 5th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $470.7m $514.6m $619.1m $565.4m -9% EBITDA $56.7m $71.6m $68.5m $53.7m -22% NPAT2 $21.0m $26.9m 19.4m $5.2m -35% Gross Margin 22% 22% 20% 21% 4% Inventory T/O 7.50 7.70 8.07 7.32 -9% EPS12 $0.148 $0.189…
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Special Meeting Report, June 12th 2024 Click here for NZSA Assessment and Voting Intentions The purpose of the meeting was to approve an allotment of 3,750,673 ordinary shares in TradeWindow to the Company’s founder, CEO and executive director, Albertus Johannes (AJ) Smith, as the final component of the capital raising the Company has recently undertaken…
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Annual Meeting Report, Feb 21st 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 (re-presented) 2022 (re-presented) 2023 Change Revenue $315.3m $327.9m $347.3m $388.4m 12% Underwriting Profit $30.3m $22.5m $23.5m -$11.7m n/a NPAT2 $10.8m $19.3m $18.8m -$1.2m n/a EPS1 $0.027 $0.046 $0.050 -$0.003 n/a PE Ratio 27 15 15 n/a Capitalisation $286.7m…
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Annual Meeting Report, May 28th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $172m $164.8m $144.2m $145.7m 1% Hotel Revenue $64.1m $55.2m $65.2m $101.1m 55% NPAT1 $46.0m $40.0m $21.7m $21.6m -1% EPS1 $0.29 $0.253 $0.137 $0.136 -1% PE Ratio 8 9 16 14 Capitalisation $266m $226m $196.4m…
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Annual Meeting Report, Apr 24th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Operating Revenue $172.4m $205.3m $238.7m $272.2m 14% Fair Value Movement $222.1m $540.9m $268.8m $441.6m 64% NPAT $230.8m $543.6m $225.4m $436.3m 62% EPS1 $1.01 $2.36 $1.16 $1.86 61% PE Ratio 12 5 8 6 Capitalisation $2,751m…
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Annual Meeting Report, Apr 30th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 (restated) 2022 2023 Change Revenue2 $245.7m $3.1m $88.2m $130.7m 48% EBITDA2 $50.4m -$2.8m $57.5m $87.2m 52% NPAT -$198.3m -$552.6m $11.9m $27.6m 67% EPS1 -$0.63 -$1.49 $0.032 $0.064 99% PE Ratio n/a n/a 47 24 Capitalisation $376m $562m $576m…
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Annual Meeting Report, May 29th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $36.9m $64.2m $74.3m $66.5m -10% NPAT -$2.2m $5.4m $3.3m -$3.5m n/a Gross Profit Margin 29% 28% 28% 30% 8% Inventory Turnover 6.41 11.56 7.97 5.24 -34% EPS1 -$0.005 $0.013 $0.008 -$0.008 n/a Share price…
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Annual Meeting Report, Apr 18th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Operating Revenue $251.5m $309.6m $348.4m $300.9m -14% EBITDA $42.9m $56.8 $46.1m $26.0m -44% Gross Profit Margin 21% 24% 20% 16% -17% NPAT $15.2 $14.9 $6.5m -$14.5m n/a EPS $0.47 $0.37 $0.155 -$0.345 n/a PE Ratio…
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NZSA Disclaimer Oliver Mander was a panellist at the IoD conference focusing on this topic. The conference was conducted under ‘Chatham House rules’ – so while this article reflects the author’s thoughts, it does not necessarily reflect the full panel discussion. If you’re interested in some of the views from the panel, check out this…
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Annual Meeting Report, May 24th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $925m $1,114m $1,298m $1,395m 7% Gross Profit $163m $202m $221m $229.9m 8% NPAT $30.9m $51.8m $32.1m $16.3m -49% Gross Profit Margin 18% 18% 17% 16% -3% Inventory Turnover 52.49 46.95 45.45 51.91 14% EPS1…
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