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 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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