Annual Meeting Report, November 14th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Total Revenue $4.1m $3.7m $3.5m $3.5m n/c EBIT -$2.1m -$1.9m -$3.1m -$6.1m n/a NPAT -$2.1m -$1.8m -$3.2m -$6.1m n/a EPS1 -$0.025 -$0.016 -$0.017 -$0.028 n/a PE Ratio n/a n/a n/a n/a Capitalisation $5.7m $19.1m $11.6m…
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Annual Meeting Report, November 22nd 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $189.6m $219.1m $224m $269m 20% EBITDA $.2m $22.1m $23.9m $30.4m 27% NPAT -$17.5m $9.5m $12.7m $15.4m 22% EPS1 -$0.222 $0.121 $0.161 $0.19 18% PE Ratio n/a 26 17 19 Capitalisation $142m $253m $220m $297m…
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Annual Meeting Report, November 23rd 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 (rest.) 2022 2023 Change Operating Revenue $20.1m $24.4m $26.8m $27.1m 1% Operating Profit $1.6m $2.9m $3.8m $4.3m 13% NPAT2 $0.8m $2.0m $2.9m $3.3m 16% EPS1 $0.046 $0.07 $0.10 $0.116 16% PE Ratio 13 11 8 7 Capitalisation $10.2m…
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Annual Meeting Report, December 1st 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $31.2m $32.5m $36.6m $36.7m n/c EBITDA $7.2m $7.6m $8.1m $7.5m -7% NPAT $2.9m $3.3m $2.2m $2.2m n/c EPS1 $0.033 $0.034 $0.023 $0.022 -4% PE Ratio 25 27 22 18 Capitalisation $73m $88m $49m…
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Annual Meeting Report, December 1st 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 (rest) 2023 Change Revenue $1,302m $1,367m $1,397m $1,321m -5% Gross Profit $204m $67m $124m $118m -5% NPAT $74.3m -$28.5m $38.5m -$14.1m n/a Gross Profit Margin 16% 5% 9% 9% n/c Inventory Turnover 5.06 4.81 5.05 4.98 -1%…
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Special Meeting Report, November 29th 2023 Click here for NZSA Assessment and Voting Intentions The meeting was called to approve a proposal for the company to borrow up to $10 million from its major shareholder Federal Pacific Group to take advantage of business opportunities. After opening the meeting, Chair, Robin King, handed over to the…
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Annual Meeting Report, November 16th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $55.9m $58.0m $57.7m $66.6m 15% Gross Profit $19.9m $19.6m $19.5m $23.8m 22% Gross Profit Margin 36% 34% 34% 36% 6% NPAT $6.9m $3.9m $6.2m $6.3m 2% Inventory Turnover 0.79 0.85 0.82 0.84 3% EPS1…
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Annual Meeting Report, November 27th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $111m $111.6m $95.5m $89.6m -6% Gross Profit $22.8m $31.4m $29.7m $24.7m -17% NPAT -21.5m $1.7m $2.2m $10.7m 379% Gross Profit Margin 19% 28% 31% 28% -11% Inventory Turnover 2.39 3.08 2.78 2.69 -3% EPS1…
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NZSA Disclaimer We’ve watched with ever-raising eyebrows as the governance dilemma at Sanford’s continues to unfold over the last fortnight. The latest in the saga is the release of the company’s Notice of Meeting (NoM) for its shareholder meeting, to be held in late December. The NoM includes a nomination for John Strowger as a…
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Annual Meeting Report, November 9th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Property Revenue $103.3m $113.6m $127.4m $150.5m 18% Net Property Income $100.1m $109.7m $123.0m $145.2m 18% Operating Profit $41.1m $51.1m $56.5m $69.5m 23% Revaluations $29.2m $267.4m $305.8m -$205.1m n/a NPAT $58.1m $278.4m $303.5m -$152.4m n/a EPS1…
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