Annual Meeting Report, October 25th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $847.8m $952.7m $975.7m 2% Gross Profit $223.2m $248.5m $252.9m 2% Gross Profit Margin 26% 26% 26% n/c Operating EBITDA $56.0m $67.2m $61.2m -9% NPAT $22.7m $24.3m $17.5m -28% Inventory Turnover 7.57 7.67 6.90 -10% EPS1…
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Annual Meeting Report, October 25th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 Change Revenue $356.8m $349m $348m n/c Operating Profit $13.4m $8.7m $2.1m -76% NPAT2 $0.9m -$4.2m -$5.8m n/a EPS1 $0.01 -$0.036 -$0.056 n/a PE Ratio 175 n/a n/a Capitalisation $130m $145m $86m -41% Current Ratio 0.46 1.17…
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Special Meeting Report, November 14th 2023 Click here for NZSA Assessment and Voting Intentions The Special Shareholders meeting was called to approve a Board resolution to return surplus capital of approximately $4.1m to shareholders. The surplus had come about due to a buyback of shares at a lower cost from Franchise Brands, a company affiliated…
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Annual Meeting Report, November 15th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $100.4m $109.5m $114.5m $118.4m 3% EBITDA $41.2m $43.8m $40.1m $37.2m -7% NPAT $22.0m $23.2m $20.4m $16.6m -19% EPS1 $0.11 $0.116 $0.102 $0.083 -19% PE Ratio 33 26 28 26 Capitalisation $718m $612m $572m $430m…
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Annual Meeting Report, November 12th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $37.3m $36.0m $83.8m $98.8m 18% Operating Result $17.1m $13.4m $45.4m $52.2m 15% NPAT2 -$1.4m -$36.4m $17.2m $10.7m -37% EPS1 -$0.008 -$0.222 $0.077 $0.048 -37% PE Ratio n/a n/a 6 8 Capitalisation $118.4m $72.3m $95.2m…
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Annual Meeting Report, November 12th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $6.4m $6.7m $8.0m $9.4m 18% Gross Profit $2.2m $1.3m $2.9m $3.6m 25% NPAT $10k -$615k $328k $295k -10% Gross Profit Margin 34% 19% 37% 39% 5% Inventory Turnover 1.24 1.41 1.13 1.00 -11% EPS1…
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NZSA Disclaimer Hear from Mark Heine, EROAD CEO. Mark talks to range of issues relating to EROAD in a wide-ranging conversation covering everything from EROAD’s underlying sources of value for the business, the company’s response to technology commoditisation and much much more. Oliver Mander
NZSA Disclaimer Good Spirits Limited (NZX: GSH) is soon to be delisted. After 19 years, investors have been close to wiped out as Good Spirits became burdened with debt to the point of effective insolvency. With the final chapter nearly complete, I thought it was worth delving into the past to understand what went wrong…
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Annual Meeting Report, November 14th 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Total Revenue $4.1m $3.7m $3.5m $3.5m n/c EBIT -$2.1m -$1.9m -$3.1m -$6.1m n/a NPAT -$2.1m -$1.8m -$3.2m -$6.1m n/a EPS1 -$0.025 -$0.016 -$0.017 -$0.028 n/a PE Ratio n/a n/a n/a n/a Capitalisation $5.7m $19.1m $11.6m…
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Annual Meeting Report, November 22nd 2023 Click here for NZSA Assessment and Voting Intentions Metric 2020 2021 2022 2023 Change Revenue $189.6m $219.1m $224m $269m 20% EBITDA $.2m $22.1m $23.9m $30.4m 27% NPAT -$17.5m $9.5m $12.7m $15.4m 22% EPS1 -$0.222 $0.121 $0.161 $0.19 18% PE Ratio n/a 26 17 19 Capitalisation $142m $253m $220m $297m…
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