Annual Meeting Report, September 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023(restated) 2024 Change Revenue $24.3m $15.6 $16.6m $19.2m 18% NPAT $6.6m $5.9m $3.3m $2.2m -32% Attributable to Shareholders $6.2m $5.5m $2.9m $1.7m -40% EPS $0.085 $0.076 $0.04 $0.024 -40% PE Ratio 8 7 7 16 Capitalisation $58.8m $40.1m…
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Annual Meeting Report, September 17th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 (restated) 2023 2024 Change Revenue $302m $491.1m $436.8m $473.1m 8% NPAT (attributable) $31.1m $117.2m $444.4m $22.9m -95% EBITDAF $156.6m $159.7m $136.7m $145.0m 6% EPS1 $0.109 $0.347 $1.405 $0.073 -95% PE Ratio 72 16 3 56 Capitalisation $2.2b $1.5b…
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Annual Meeting Report, September 1th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $2,045m $2,188m $2,730m $3,424m 25% EBITDAF $463m $581m $830m $720m -13% NPAT $141m $469m $103m $290m 159% EPS1 $0.101 $0.335 $0.074 $0.207 -78% PE Ratio 68 20 86 32 Capitalisation $9.4b $8.2b $8.9b $9.1b…
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NZSA Disclaimer …in the heat of the moment, everyone forgot to take photos! You’ll simply have to take it on trust that this was a great evening out, hosted by the CPIA at their usual meeting spot in the Doubletree Hilton surrounded by Hagley Park. Three presenters from NZSA (Oliver Mander, Andrew Yee and Frank Stewart)…
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NZSA Disclaimer Branch Event Report – Simon Kebbell, Chief Financial Officer of Ports of Tauranga, September 2024 Simon Kebbell, Chief Financial Officer of Ports of Tauranga, attended the September meeting of the Bay of Plenty branch. In addition to further comment on the recently released 2023/24 results, the Committee had given Simon a brief on…
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Annual Meeting Report, September 21st 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $103.3m $117.5m $175.6m $211.1m 20% EBITDA $85.3m $49.1m $87.8m $95.9m 9% NPAT $56.7m $30.7m $54.8m $6.0m -89% EPS1 $1.66 $0.901 $1.60 $0.176 -89% PE Ratio 11 20 12 93 Capitalisation $597m $614m $631m…
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Annual Meeting Report, September 18th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $303.5m $344.5m $389.6m $420.0m 7% NPAT $26.9m $31.3m $32.6m $33.0m 1% EPS $0.314 $0.363 $0.376 $0.373 -1% PE Ratio 14 10 10 9 Capitalisation $314m $316m $379.9m 24% Current Ratio 4.35 4.21 3.09 4.55…
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NZSA Disclaimer Over the last week, we have seen announcements of capital raise from both Auckland Airport (AIA) and – earlier today – Fletcher Building (FBU). Both have elements that are uncomfortable for retail investors who are unable (or unwilling) to participate. NZSA has long advocated – and prefers – a renounceable, pro-rata structure. We…
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Special Meeting Report, September 18th 2024 Click here for NZSA Assessment and Voting Intentions This was the second special shareholders meeting for the company within a few months, as the new Chair George Adams gets to grips with saving Synlait to fight another day. The activity reflects the parlous financial state of the company, reflecting…
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Annual Meeting Report, September 10th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Operating Revenue $1.7m $7.4m $6.6m $4.7m -29% Other Income $1.0m $0.6m $0.4m $0.2m -64% NPAT -$2.5m $0.00 -$3.2m -$6.4m n/a EPS1 -$0.004 -$0.008 -$0.055 -$0.106 n/a PE Ratio n/a n/a n/a n/a Capitalisation $26.4m $20.3m…
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