Annual Meeting Report, 14th June 2023 Click here for NZSA Assessment and Voting intentions Metric 2021 (7 Months) 2022 2023 Change Revenue $95.2m $174.5m $167.1m -4% NPAT -$7.1m -$73.2m $1.9m n/a EPS -$0.05 -$0.052 $0.003 n/a Gross Margin 15% 7% 18% -51% Inventory Turnover 2.53 4.61 5.12 11% PE Ratio n/a n/a 60 n/a Capitalisation…
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Annual Meeting Report, June 6th 2023 Click here for NZSA Assessment and Voting intentions Metric 2021 2022 (restated) 2023 Change Revenue $103m $44.0m $59.5m 35% EBITDA $3.1m $7.1m 130% Gross Profit Margin 7% 12% 70% NPAT $7.6m $0.3m -43.8m n/a EPS $0.054 $0.002 -$0.275 n/a PE Ratio 19 161 n/a Capitalisation $122.9m $97.3m -21% Current…
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The annual shareholder meeting – formerly the AGM (annual general meeting) – has always been the most carefully scripted event on a company’s calendar. As a former PR fixer, I’ve been involved in my fair share of them. I recall one company advising they’d chosen a local theatre for their annual meeting because “the seats…
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Annual Meeting Report, May 23rd 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 AUD 2021 AUD 2022 AUD Change Revenue $3,224m $4,557m $5,168m 13% EBITDA $266m $312m $414m 33% NPAT $24m -$5m $191.2m n/a EPS1 $0.045 $0.023 $0.22 881% PE Ratio 39 121 11 Capitalisation $2,224m $2,199m -1% Current Ratio 1.02 0.81…
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Annual Meeting Report, May 23rd 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $88.6n $91.9m $67.1m -27% Cost of Sales $43.3m $44.9m $20.5m -54% Gross Profit $41.8m $43.4m $43.3m n/c NPAT $30.1m $31.3m $31.1m n/c Gross Profit Margin 51% 51% 71% n/c EPS1 $0.105 $0.109 $0.108 n/c Capitalisation…
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Standard and Poors (S&P) are the company behind many of the stock market indices that are used as benchmarks for portfolio performance – including our own local S&P NZ50 Index. Recently, Anu Ganti, Senior Director, Index Investment Strategy was in New Zealand – and I went along to have a listen. S&P’s role in setting…
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Annual Meeting Report, May 25th 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 2022 Change Revenue $87.5m $98.1m $135.1m 38% EBITDA -$11.4m $6.5m $10.6m 63% NPAT -$57.1m -$9.9m -$20.9m n/a Gross Profit Margin 57% 63% 63% n/c EPS1 -$0.226 -$0.042 -$0.092 n/a PE Ratio n/a n/a n/a Capitalisation $428m $322m -25%…
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Annual Meeting Report, May 24th 2023 Click here for NZSA Assessment and Voting intentions Meric 2020 2021 2022 Change Revenue $36.9m $64.2m $74.3m 16% NPAT -$2.2m $5.4m $3.3m -40% Gross Profit Margin 29% 28% 28% n/c Inventory Turnover 6.41 11.56 7.97 -31% EPS1 -$0.005 $0.013 $0.08 -40% PE Ratio n/a 12 13 Market Capitalisation $65.6m…
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Annual Meeting Report, May 18th 2023 Click here for NZSA Assessment and Voting intentions Metric 2021 2022 2023 Change Revenue $701.8m $744.4m $785.9m 6% Gross Profit $307.1m $340.6m $345.9m 2% NPAT $73.2m $87.9m $88.4m 1% Gross Profit Margin 44% 46% 44% -4% EPS1 $0.329 $0.395 $0.397 1% Market Capitalisation $1,336m $1,020m -24% Inventory Turnover 4.41…
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Annual Meeting Report, April 27th 2023 Click here for NZSA Assessment and Voting intentions Metric 2020 2021 (restated) 2022 Change Revenue2 $245.7m $3.1m $88.2m 2753% EBITDA2 $50.4m -$2.8m $57.5m n/a NPAT -$198.3m -$552.6m $11.9m n/a EPS1 -$0.63 -$1.49 $0.032 n/a PE Ratio n/a n/a 47 Capitalisation $376m $562m 49% Current Ratio 1.25 0.65 0.55 -16%…
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