Scrip Magazine Issue: August 2024

Burger Fuel Group Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 29th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Operating Revenue $18.6m $19.3m $22.8m $25.9m 14% EBITDA $3.1m $2.6m $3.4m $3.6m 6% NPAT $0.7m $0.6m $0.9m $1.3m 47% EPS1 $0.014 $0.011 $0.018 $0.026 47% PE Ratio 28 27 15 13 Capitalisation $20.1m $15.6m $13.3m…
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Blis Technologies Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 28th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $10.8m $9.4m $10.5m $12.0m 14% NPAT $0.6m -$2.7m -$1.4m $0.6m n/a EPS $0.005 -$0.0021 -$0.0011 $0.0005 n/a PE Ratio 118 n/a n/a 36 Capitalisation $39.5m $30.6m $23.0m -25% Current Ratio 2.84 7.75 6.85 8.88…
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Rakon Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 28th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $130.8m $173.6m $180.7m $128.4m -29% Gross Margin 47% 53% 49% 45% -8% Gross Profit $61.5m $91.6m $89.2m $58.2m -35% NPAT $9.6m $33.1m $23.2m $4.5m -81% EPS $0.042 $0.145 $0.101 $0.02 -81% PE Ratio 17…
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Trade Windows Holdings Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 21st 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $1.6m $3.9m $4.9m $6.2m 26% EBIT -$6.9m -$11.2m -$14.1m -$9.1m n/a NPAT -$6.6m -$10.8m -$9.8m -$8.0m n/a EPS1 n/a -$0.125 -$0.087 -$0.063 n/a PE Ratio n/a n/a n/a n/a Capitalisation n/a $66m $34m $32m…
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Arbogen Holdings Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($USm restated) 2022 ($USm) 2023 ($USm) 2024 ($USm) Change Revenue $43.6m $47.6m $56.1m $67.7m 21% NPAT $3.2m $1.7m -$2.5m -$0.2m n/a EPS1 $0.006 $0.003 -$0.05 -$0.00 n/a Gross Margin 38% 37% 32% 35% 9% Capitalisation $149.8m $112.8m $100.5m $79.0m…
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Third Age Health Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 23rd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Capitalisation $21.9m $25.4m $13.3m $18.7m 41% Revenue $5.5m $5.9m $11.3m $15.2m 35% Gross Margin 63% 54% 51% -6% NPAT $1.04m $1.2m $0.4m $1.4m 236% EPS1 $0.107 $0.118 $0.041 $0.138 236% PE Ratio 22 22 32…
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Goodman Property Trust Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 27th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Property Revenue $182.0m $187.8m $213.8m $244.1m 14% Fair Value Movement $560.0m $660.4m -$237.7m -$478.4m n/a NPAT $631.7m $748.6m -$135.4m -$564.9m n/a EPS $0.454 $0.536 -$0.096 -$0.403 n/a PE Ratio 5 4 n/a n/a Capitalisation $2,836m…
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Asset Plus Limited – 2024 Annual Meeting Report

Annual Meeting Report, August 28th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $13.9m $11.9m $6.4m $5.3m -16% NPAT $15.9m $2.9m -$14.0m -$5.3m n/a Fair value gain/loss $9.2m -$1.2m -$12.7m -$4.9m n/a EPS $0.044 $0.008 -$0.039 -$0.015 n/a PE Ratio 8 33 n/a n/a Capitalisation $96.1m $96.1m…
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Nelson-Tasman comes of age with gusto!

NZSA Disclaimer Branch Event Report – NELSON-TASMAN COMES OF AGE – WITH GUSTO! NZSA’s  long-standing informal Nelson-Tasman group graduated to official Branch status this winter. This was great news for members who faced uncertainty when our convenor, Jean Gorman, recently retired for health reasons. Sincere thanks to Oliver Mander for his vision and to Wellington…
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Retail shareholders swallowing dead rats at Synlait

NZSA Disclaimer The recent announcement of the long awaited capital raise by Synlait represents an effective end-game for the future of Synlait as a listed investment opportunity for New Zealand shareholders. There is no doubt that a capital raise is required, as part of a wider restructure of a balance sheet that has is punch-drunk…
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