Annual Meeting Report, October 13th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $3,221m $2,834m $2,374m -16% Operating Expenses $2,863m $2,394m $1,860m -22% EBITDA $358m $440m $514m 17% NPAT $34m $222m $196m -12% EPS1 $0.032 $0.211 $0.184 -13% PE Ratio 101 14 13 Capitalisation $3.5b $3.1b $2.6b -17%…
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One of the things Stuart and I look out for on a company visit is the quality of the management. On a company visit you are physically in their space. You are up close to them, listening to what they have to say, listening to how they answer your questions. Seeing how passionate they are…
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Annual Meeting Report, October 11th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $0.00 $24k $358k n/a Operating Expenses $6.6m $8.2m $12.3m 50% NPAT -$4.4m -$8.6m -$6.0m n/a EPS1 -$0.031 -$0.058 -$0.038 n/a PE Ratio n/a n/a n/a Capitalisation $57m $42m $16.9m -60% Current Ratio 14.56 2.34 7.35…
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Annual Meeting Report, September 29th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Operating revenue $9.3m $16.0m $30.8m 93% Cost of Sales $3.4m $6.1m $14.4m 138% Gross Profit Margin 64% 62% 53% -14% NPAT -$7.5m -$7.8m -$7.9m n/a EPS1 -$0.056 -$0.049 -$0.049 n/a PE Ratio n/a n/a n/a Capitalisation…
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NZSA Disclaimer Last week was ‘world investor week’, with this year’s campaign focused on helping investors to understand ethical investing. The key message is to invest in a way that is aligned with your own values – whatever your outlook on life, that’s likely to make all of us ethical investors at some level. Ethical…
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Annual Meeting Report, September 27th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 (restated) 2022 2023 Change Revenue $28.8m $33.8m $17.3m -49% NPAT $0.8m $0.00 -$13.4m n/a EPS1 $0.011 $0.00 -$0.15 n/a Gross Profit Margin 46% 50% 34% -32% Capitalisation $65.1m $86.5m $19.3m -78% PE Ratio 79 n/a n/a Inventory Turnover 2.08…
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Annual Meeting Report, August 29th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $1,971m $1,682m $1581m -6% NPAT $524m $377m $250m -34% Gross Profit Margin 63.19% 62.60% 59.35% -5% EPS $0.909 $0.653 $0.432 -34% PE Ratio 33 31 57 Current Ratio 2.15 2.92 2.67 -9% Debt Equity 0.36…
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Annual Meeting Report, August 27th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $24.3m $15.6 $16.6m 6% NPAT $6.6m $5.9m $3.5m -42% Attributable to Shareholders $6.2m $5.5m $3.1m -45% EPS $0.085 $0.076 $0.042 -45% PE Ratio 8 7 7 Capitalisation $58.8m $40.1m $21.2m -47% Current Ratio 7.25 10.15…
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Annual Meeting Report, September 20th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $16.1m $30.6m $52.4m 71% NPAT -$3.1m -$5.0m -$2.3m n/a EBITDA $1.8m $3.0m $5.2m 74% Capitalisation $2.8m $27.7m $19.1m -23% EPS1 -$0.063 -$0.082 -$0.038 n/a PE Ratio n/a n/a n/a Current Ratio 0.44 0.21 0.12 -43%…
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Annual Meeting Report, October 4th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $191.7m $208.9m $234.2m 12% Cost of Sales $88.3m $82.9m $98.4m 19% NPAT $9.5m $12.8m $11.1m -13% EPS1 $0.135 $0.183 $0.158 -14% Gross Profit Margin 54% 60% 58% -4% Capitalisation $261m $234m $221.6m -4% Inventory Turnover…
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