Scrip Magazine Issue: August 2024

Comvita Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 30th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $191.7m $208.9m $234.2m $204.3m -13% Cost of Sales $88.3m $82.9m $98.4m $92.0m -7% NPAT $9.5m $12.8m $11.1m -$77.4m n/a EPS1 $0.135 $0.183 $0.158 -$1.10 n/a Gross Profit Margin 54% 60% 58% 55% -5% Capitalisation…
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Port of Tauranga – 2024 Annual Meeting Report

Annual Meeting Report, October 25th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Revenue $302.0m $338.3m $375.2m $420.9m $417m -1% Operating Profit $162.2m $177.1m $193m $210m $199m -5% NPAT $88.7m $102.4m $111.3m $117.1m $90.8m -22% EPS1 $0.13 $0.15 $0.164 $0.172 $0.133 -22% PE Ratio 56 46 40…
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Marsden Maritime Holdings Limited – 2024 Annual Meeting Report

Annual Meeting Report, December 10th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 2024 Change Operating Revenue $6.3m $7.2m $8.7m $11.3m $12.0m 6% Operating Expenses $5.0m $5.7m $7.2m $9.6m $10.2m 6% Operating Profit $1.3m $1.5m $1.5m $1.6m $1.8m 9% Share of profit (JV) $8.8m $9.5m $8.4m $8.1m $7.9m -2%…
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EBOS Group Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 23rd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $9,210m $10,734m $12,237m $13,189m 8% Cost of Goods Sold $8,847m $10,328m $11,339m $12,583m 8% NPAT2 $185.3m $203m $263m $273m 4% EPS1 $1.13 $1.07 $1.32 $1.41 6% Inventory Turnover 11.62 10.84 9.91 10.29 4% PE…
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Are the green shoots of humility emerging at Fletcher Building?

Annual Meeting Report, October 22nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $8,120m $8,498m $8,469 $7,683m2 -9% NPAT $305m $432m $254m -$227m3 n/a Gross Margin Pct 29% 30% 31% 28% -9% Inventory Turnover 4.81 4.45 3.73 3.81 2% EPS1 $0.371 $0.552 $0.30 -$0.11 n/a PE Ratio…
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Chorus Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 24th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $947m $965m $980m $1,010m 3% EBITDA $649m $675m $672m $700m 4% NPAT $47m $64m $25m -$9m n/a EPS1 $0.105 $0.143 $0.057 -$0.021 n/a PE Ratio 62 53 129 n/a Capitalisation $2.9b $3.4b $3.2b $3.9b…
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Vital Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 22nd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $34.6m $30.7m $26.4m $26.2m -1% Operating Costs $20.9m $19.6m $15.4m $14.0m -9% Dep. and Amort. $12.9m $11.3m $8.4m $8.4m n/c NPAT $0.8m -$19.1m -$0.2m $0.03m n/a EPS1 $0.02 -$0.46 -$0.004 $0.001 n/a PE Ratio…
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Michael Hill International Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 23rd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 AUD (restated) 2022 AUD 2023 AUD 2024 AUD Change Revenue $574m $604m $632m $648m 3% Gross Profit $366.9m $393.7m $406.7m $394m -3% Gross Profit Margin 64% 65% 64% 61% -6% NPAT $41.0m $47.6m $35.2m -$0.5m n/a EPS1 $0.106 $0.12…
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Freightways Limited – 2024 Annual Meeting Report

Annual Meeting Report, October 23rd 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $801m $873m $1,122m $1,209m 8% EBITDA $187.6m $184.9m $214.9m $229.1m 7% NPAT $49.6m $70.1m $75.3m $70.9m -6% EPS1 $0.299 $0.423 $0.424 $0.396 -7% PE Ratio 42 23 20 24   Capitalisation $2.1b $1.6b $1.5b…
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Auckland Airport Limited – 2024 Annual Meeting Report

Annual Meeting Report, September 17th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $281m $300m $626m $896m 43% EBITDAFI $172m $145m $397m $614m 55% Operating Margin 48% 63% 69%   Investment Property change 527m $204 -$140m -$15m n/a NPAT $464m $192m $43m $5.5m -87% EPS1 $0.315 $0.13…
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