Annual Meeting Report, December 20th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $6.4m $6.7m $8.0m $9.4m $8.3m -11% Gross Profit $2.2m $1.3m $2.9m $3.6m $0.6m -82% NPAT $10k -$615k $328k $295k -$3.3m n/a GP Margin 34% 19% 37% 39% 8% n/a Inventory Turnover 1.24 1.41…
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Annual Meeting Report, December 18th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $468.8m $489.6m $531.9m $553.4m $582.9m 5% Gross Profit $82.5m $68.8m $96.9m $108.6m $126.2m 16% NPAT $19.4m $16.2m $55.8m $10.0m $19.7m 96% GP Margin 18% 14% 18% 20% 22% 10% EPS1 $0.207 $0.173 $0.597…
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Annual Meeting Report, December 19th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $100.4m $109.5m $114.5m $118.4m $141.4m 19% EBITDA $41.2m $43.8m $40.1m $37.2m $52.0m 40% NPAT $22.0m $23.2m $20.4m $16.6m $24.8m 50% EPS1 $0.11 $0.116 $0.102 $0.083 $0.124 50% PE Ratio 33 26 28 26…
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NZSA Disclaimer Branch Event Report, December 3rd 2024 NZSA members were warmly welcomed to the headquarters of Sharesies, New Zealand’s most popular wealth platform, by Leighton Roberts – one of the three co-founders – and Sales Leader, Mark Davey. Several members of the Sharesies team were also on-hand to answer our questions. I still remember when…
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NZSA Disclaimer Why Tony Gibson should not have been re-elected as a Director of Marsden Maritime Holdings. It is inconceivable and unconscionable that former Ports of Auckland Chief Executive Officer, Tony Gibson, should be considered worthy of a directorship just months out of a landmark guilty verdict in relation to health and safety. Once found…
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NZSA Disclaimer Branch Event Report, November 13th 2024 On 13 November, our guest speaker was Carl Carrington, CEO, NZ King Salmon. He is a former CEO of Moana New Zealand and has had a broad governance career focused primarily on food, beverage, and seafood sectors. The Chinook salmon, also known as King salmon, is the…
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Annual Meeting Report, December 16th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 (15 months) 2023 2024 Change Revenue $0.6m $1.1m $8.3m $7.9m $5.0m -36% Gross Profit $0.5m $0.7m $3.1m $3.1m $2.2m -28% NPAT -$4.9m -$2.8m -$19.5m -$10.4m -$11.3m n/a EPS1 -$0.014 -$0.007 -$0.015 -$0.008 -$0.21 n/a Inventory Turnover 0.63…
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Annual Meeting Report, November 9th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $801.5m $922.8m 980.0m $1,103m $979m -11% EBITDA $149.5m $208.0m $180.0m $200.1m $107.2m -46% NPAT $8.9m $63.4m $36.8m $36.7m -$48.3m n/a GP Margin 58% 59% 59% 59% 59% n/c Inventory Turnover 1.90 1.71 1.57…
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Annual Meeting Report, October 30th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $57.5m -$32.6m $43.6m $33.1m -24% Change in fair value $53.9m -$36.4m $39.6m $28.9m -27% NPAT $52.3m -$34.6m $38.3m $28.1m -27% EPS1 $0.245 -$0.129 $0.139 $0.099 -29% PE Ratio 4 n/a 5 7 Capitalisation $218m…
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Special Meeting Report, December 13th 2024 Click here for NZSA Assessment and Voting Intentions Only 14 attended this meeting, even though there was no online alternative! The Chair, Shane Edmond noted that proxies had been received for 72% of the shares with the vast majority in favour of the two resolutions. He opened the resolutions…
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