Scrip Magazine Issue: August 2024

Being AI Limited – 2024 Annual Meeting Report

Annual Meeting Report, September 12th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2023 2024 Change Revenue $43.8m $40.4m -8% NPAT $1.7m -$1.0m n/a Gross Profit $1.5m $2.0m 32% EPS1 $0.0017 -$0.001 n/a Capitalisation $35m $57.9m 65% PE Ratio 20 n/a Current Ratio 0.94 0.37 -60% Debt Equity 3.98 8.70 119% Operating CF…
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Pacific Edge Limited – 2024 Annual Meeting Report

Annual Meeting Report, September 24th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $10.4m $13.9m $19.6m $23.9m 22% Operating Expenses $24.7m $33.7m $53.1m $58.8m 11% NPAT -$14.2m -$19.8m -$27.0m -$29.5m n/a EPS -$0.0195 -$0.024 -$0.033 -$0.036 n/a Accumulated losses $217m $246m 14% PE Ratio n/a n/a n/a…
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Vector Limited – 2024 Annual Meeting & Scheme Meeting Report

Annual Meeting Report, September 26th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 (restated)3 2024 Change Revenue $1,279m $1,339m $1,082.7m $1,141.2m 5.4% Op Expenses $643m $677m $574.2m $580.8m 1.1% NPAT2 $193.2m $158.9m $100.7 $77.5m -23.0% EPS1 $0.193 $0.159 $0.101 $0.078 -28.5% PE Ratio 21 29 36 47 Capitalisation $4.2b $4.7b…
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Arvida Group Limited – 2024 Annual Meeting & Scheme Meeting Report

Annual Meeting Report, September 25th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Operating Revenue $174.4m $201.7m $221.9m $247.2m 11% Operating Expenses $169.3m $211.2m $238.8m $281.4m 18% Change in Fair Value $123.5m $159.0m $80.4m $165.0m 105% NPAT $131.1m $198.8m $82.5m $139.4m 69% EPS $0.242 $0.276 $0.114 $0.193 69%…
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Greenfern Industries Limited – 2024 Annual Meeting Report

Annual Meeting Report, September 24th 2024 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 Change Revenue $47k $213k $551k $328k -40% Gross Profit $34.4k $6.2k $487k $230k -53% NPAT -$1.3m -$2.1m -$2.0m -$1.6m n/a Gross Profit Margin 74% 3% 88% 70% -21% EPS1 n/a -$0.02 -$0.02 -$0.01 n/c PE Ratio…
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Geneva Finance Limited – 2024 Annual Meeting & Scheme Meeting Report

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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Manawa Limited – 2024 Annual Meeting Report

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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Mercury Energy Limited – 2024 Annual Meeting Report

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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The Great Debate – Canterbury Property Investors Association (CPIA) and NZSA

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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BOP Branch Event Report – Simon Kebbell, Chief Financial Officer of Ports of Tauranga

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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