T&G Global Limited Annual Meeting Report, June 22nd 2022 Click here for NZSA Assessment and Voting intentions Metric 2021 ($m) 2020 ($m) Change Revenue $1,376m $1,413m -3% NPAT1 $8.8m $11.1m -20% EPS1,2 $0.072 $0.091 -20% PE Ratio 39 32 Current Ratio 1.40 1.39 n/c Debt Equity 0.72 0.89 -19% Operating CF $55.4m $56.3m -2%…
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Oceania Healthcare Limited Annual Meeting Report, June 23rd 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 ($m FY) 2021 ($m – 10 mths) Change Revenue $231.0m $175.4m 32% NPAT $61.1m $85.5m -29% EPS $0.086 $0.121 -29% Fair value gain/loss $63.5m $82.3m -23% PE Ratio 12 11 Current Ratio 2.02 2.56 -21%…
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Argosy Property Limited Annual Meeting Report, June 22nd 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 2021 Change Operating Revenue $131.6m $133.5m -1% Revaluations Gains $163.6m $157.6m 4% NPAT $236.1m $241.7m -1% EPS1 $0.279 $0.288 -3% PE Ratio 4 5 Current Ratio 1.10 4.97 -78% Debt Equity 0.56 0.68 -19% Operating…
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NZ King Salmon Limited Annual Meeting Report, June 27th 2022 Click here for NZSA Assessment and Voting intentions Metric 2022 ($m) 2021 ($m – 7 months) Change Revenue $174.5m $95.2m n/a NPAT -$73.2m -$7.1m n/a EPS -$0.052 -$0.05 n/a Gross Margin 7% 15% -51% Inventory Turnover 4.61 2.53 n/a PE Ratio n/a n/a n/a Current…
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Pushpay Holdings Limited Annual Meeting Report, June 16th 2022 Click here for NZSA Assessment and Voting intentions Metric 2021 (US$) 2020 (US$) Change Revenue $202.8m $181.0m 12% EBITDAF2 $55.0m $58.9m -7% NPAT $33.4m $31.2m 7% EPS1 $0.029 $0.027 7% PE Ratio3 29 39 Current Ratio 0.76 1.21 -38% Debt Equity 0.61 0.25 148% Operating…
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Scales Corporation Limited Annual Meeting Report, June 9th 2022 Click here for NZSA Assessment and Voting intentions Metric 2021 2020 Change Revenue $514.6m $470.7m 9% EBITDA $71.6m $56.7m 26% NPAT2 $26.9m $21.0m 28% Gross Profit Margin 22% 22% n/c Inventory Turnover 7.70 7.50 3% EPS12 $0.189 $0.148 28% PE Ratio 25 31 Current Ratio…
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As a Ryman Healthcare shareholder, you may have been pleased to see the company recently report an underlying profit of $255 million to 31 March 2022, up 13.6% on last year; a record Australian profit; and the delivery of 711 new units and beds (292 in the first half; 419 in the second half). What…
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Over the past year or so, NZSA has been quietly building a closer working relationship with our friends in Australia. We think that’s important – most of us have a more ‘regional’ outlook in our investment approach when investing in this corner of the world. Like others, though, I do wish that most Australians would…
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The key function of any capital market is to raise capital. That is not necessarily well understood by most shareholders as the primary purpose. Indeed, many investors believe that the purpose of a stock market is to facilitate trading and serve the needs of investors. In truth, they are merely ancillary functions that provide credibility…
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On May 16th, we were surprised and saddened to learn of the death of Brian Gaynor earlier that morning. Brian was a staunch supporter of NZSA, with a strong passion for “doing the right thing” for retail shareholders. He was a two-time winner of the Beacon Award (in 2006 and 2020), and shared a passion…
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