Annual Meeting Report, June 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Operating Revenue $21.5m $20.5m $24.6m $28.9m 10% Cost of Sales $12.0m $14.0m $16.3m $19.2m 6% NPAT $3.8m -$.8m $0.8m $5.5m 600% Gross Profit Margin 44% 31% 34% 33% 7% Inventory Turnover 4.63 3.52 3.62 4.42…
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Annual Meeting Report, July 2nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $16.9m $18.9m $48.0m $71.2m 48% NPAT -$28.7m -$36.0m -$30.5m -$15.7m n/a EPS -$0.266 -$0.30 -$0.25 -$0.13 n/a PE Ratio n/a n/a n/a n/a Capitalisation $766m $438m $270m $377m 39% Current Ratio 10.20 9.83 8.30…
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NZSA Disclaimer Auditors play a key role in providing shareholders with assurance as to the reporting surrounding their investment. From an investor perspective, there is plenty to take away from an audit report; the handy summary of “Key Audit Matters” (KAM’s) is a helpful guide to determining what matters when it comes to a company’s…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $91.6m $114.9m $174.9m $182m 4% Operating Expense $60.9m $93.9m $129.7m $128.7m -1% Operating Margin 18% 26% 29% 13% EBITDA $30.7m $21.0m $45.2m $53.3m 18% NPAT $2.0m -$9.6m -$3.0m -$0.3m n/a EPS $0.024 -$0.087 -$0.027…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Rental Income $64.5m $67.9m $71.0m $72.8m 3% Change in Valuation $139.3m $91.8m -$185.2m -$98.7m n/a NPAT $161.3m $118.2m -$150.2m -$67.1m n/a EPS $0.446 $0.321 -$0.408 -$0.182 n/a PE Ratio 5 5 n/a n/a Capitalisation $578m…
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Annual Meeting Report, June 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $1,413m $1,376m $1,317m $1,348m 2% NPAT1 $11.1m $8.8m -$0.9m -$46.6m n/a EPS1 $0.091 $0.072 -$0.045 -$0.417 n/a PE Ratio 32 39 n/a n/a Capitalisation $348m $252m $227m -7% Current Ratio 1.39 1.40 1.56 1.52…
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Annual Meeting Report, June 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 (re-stated) 2023 2024 Change Operating Revenue $234m $255.9m $259.1m $244.7m -6% EBITDA $152m $154.7m $173.6m $156.3m -10% Fair value gain/loss $99.8m $128m -$353m -$77.8m n/a NPAT $197m $224m -$228m -$2.1m n/a EPS $0.125 $0.143 -$0.145 -$0.001 n/a PE…
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NZSA Disclaimer Branch Event Report, June 2024 BOP BRANCH MEETING – INSIGHTS FOR DIY INVESTORS Last week’s branch event in Tauranga featured Ross Sheerin, a BOP Committee member recently retired as a Financial Advisor from Trustee Executors. He discussed his learnings based on many years of DIY investing in the NZ share market. Using examples…
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Annual Meeting Report, June 5th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $470.7m $514.6m $619.1m $565.4m -9% EBITDA $56.7m $71.6m $68.5m $53.7m -22% NPAT2 $21.0m $26.9m 19.4m $5.2m -35% Gross Margin 22% 22% 20% 21% 4% Inventory T/O 7.50 7.70 8.07 7.32 -9% EPS12 $0.148 $0.189…
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Special Meeting Report, June 12th 2024 Click here for NZSA Assessment and Voting Intentions The purpose of the meeting was to approve an allotment of 3,750,673 ordinary shares in TradeWindow to the Company’s founder, CEO and executive director, Albertus Johannes (AJ) Smith, as the final component of the capital raising the Company has recently undertaken…
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