Scrip Magazine Issue: August 2024

Santana Minerals Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2023 2024 Change Operating Revenue n/a n/a n/a NPAT -$6.9m -$2.6m n/a EPS1 -$0.033 -$.012 n/a Capitalisation (NZD) $241.8m $476.1m 97% PE Ratio n/a n/a Current Ratio 18.12 18.17 n/c Debt Equity 0.03 0.03 n/a Operating CF -$1.2m -$1.5m n/a…
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a2 Milk Company Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 22nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $1,731m $1,205m $1,443m $1,591m $1,673m 5% Gross Profit $969m $510m $664m $739m $767m 4% NPAT2 $385.8m $80.6m $122.6m $144.8m $153.9m 6% Gross Profit Margin 56% 42% 46% 46% 46% n/c EPS1 $0.52 $0.11…
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The Warehouse Group Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 22nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 20203 20213 (rest.) 20223 20233 2024 Change4 Retail Sales $3,173m $3,415m $3,294m $3,399m $3,038m -11%(-6.2% ex T7) Gross Profit $1,035m $1,241m $1,164m $1,137m $1,020m -10%(-6.2% ex T7) Operating Profit5 $90m $270m $159m $102m $67.8m -34%(-44.5% ex T7) NPAT2 $44m $108m $89.3m…
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Scott Technology Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 20th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $189.6m $219.1m $224m $269m $279m 4% EBITDA $.2m $22.1m $23.9m $30.4m $30.2m n/c NPAT -$17.5m $9.5m $12.7m $15.4m $7.7m -50% EPS1 -$0.222 $0.121 $0.161 $0.19 $0.095 -50% PE Ratio n/a 26 17 19…
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Sky Television Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 14th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 (rest.) 2024 Change Revenue $747.6m $724.8m $752.9m $754.3m $767m 2% NPAT -$156.8m $47.5m $62.2m $51.0m $49.2m -4% EPS1 -$0.90 $0.27 $0.36 $0.353 $0.356 1% PE Ratio n/a 6 6 7 8 Capitalisation $243m $341m $376m $355m…
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Allied Farmers Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 20th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 (rest.) 2022 2023 2024 Change Operating Revenue $20.1m $24.4m $26.8m $27.1m $27.6m 2% Operating Profit $1.6m $2.9m $3.8m $4.3m $3.7m -16% NPAT2 $0.8m $2.0m $2.9m $3.3m $5.2m 62% EPS1 $0.046 $0.07 $0.10 $0.116 $0.181 56% PE Ratio 13…
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Fonterra Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 15th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 (m) 2021 (m) 2022 (m) 2023 (m) 2024 (m) Change Revenue $20,282 $20,565 $22,953 $24,658 $22,913 -7% Gross Profit $3,062 $2,984 $3,216 $4,259 $3,913 -8% NPAT $686 $578 $661m $1,241 $1,168 -6% Gross Margin 15% 15% 14% 17% 17%…
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Precinct Properties Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 15th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Operating Revenue $152m $200m $200m $219m $248m 13% Operating Income $106m $128m $129m $146m $1501m 3% Property value gain -$66.3 $282.9 $19.4m -$257.1m -$105m n/a NPAT $30m $188m $110m -$153.1m -$22.1m n/a EPS1 $0.023…
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Contact Energy Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 13th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $2,073m $2,573m $2,387m $2,118m $2,863m 35% EBITDA $446m $553m $537m $505m $675m 34% NPAT $125m $187m $182m $127m $235m 85% EPS1 $0.174 $0.241 $0.233 $0.162 $0.298 84% PE Ratio 38 34 31 50…
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Vital Healthcare Property Limited – 2024 Annual Meeting Report

Annual Meeting Report, November 6th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Property Revenue $103.3m $113.6m $127.4m $150.5m $151.0m n/c Net Property Income $100.1m $109.7m $123.0m $145.2m $144.6m n/c Operating Profit $41.1m $51.1m $56.5m $69.5m $74.0m 6% Revaluations $29.2m $267.4m $305.8m -$205.1m -$182.1m n/a NPAT $58.1m…
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