Scrip Magazine Issue: August 2024

BOP Branch Event Report – Will you Outlive your Capital?

NZSA Disclaimer Branch Event Report – Will you Outlive your Capital? September 2024 Ross Sheerin prepared and delivered a presentation on ‘de-cumulation’, an important but relatively neglected topic by the financial media. Surprisingly, for a topic very relevant to the age group of our member attendees, we only had 15 present which was personally disappointing…
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Investore Property Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 15th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Rental Income $64.5m $67.9m $71.0m $72.8m $76.1m 5% Change in Valuation $139.3m $91.0m -$185.2m -$98.7m $12.0m n/a NPAT $156.3m $118.2m -$150.2m -$67.1m $38.4m n/a EPS $0.446 $0.321 -$0.408 -$0.18 $0.102 n/a PE Ratio 5…
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ArborGen Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 10th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($USm restated) 2022 ($USm) 2023 ($USm) 2024 ($USm) 2025($USm) Change Revenue $43.6m $47.6m $56.1m $67.7m $63.2m -7% NPAT $3.2m $1.7m -$2.5m -$0.2m -$21.5m n/a EPS1 $0.006 $0.003 -$0.05 -$0.00 -$0.041 n/a Gross Margin 38% 37% 32% 35% 29% -19%…
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TruScreen Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 11th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 ($000’s) 2022 ($000’s) 2023 ($000’s) 2024 ($000’S) 2025(000’s) Change Revenue $1,133 $1,678 $1,662 $2,108 $1,712m -19% NPAT -$3,490 -$7,893 -$2,402 -$2,051 -$2,243m n/a Capitalisation $22.9m $18.1m $12.1m $9.4m $12.1m 29% EPS1 -$0.01 -$0.022 -$0.006 -$0.004 -$0.004 n/a PE Ratio…
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Accordant Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 (restated) 2022 2023 2024 2025 Change Revenue $206.8m $221.5m $227.4m $212.4m $165.3m -22% NPAT $6.2m $3.0m $2.0m -$10.0m -$2.9m n/a EPS1 $0.181 $0.087 $0.058 -$0.292 -$0.084 n/a Capitalisation $54.9m $64.2m $48.1m $23.7m $9.6m -60% PE Ratio 9 21 24…
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Geneva Finance Limited – 2025 Annual Meeting Report

Annual Meeting Report, September 25th 2025 Click Here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 (rest) 2024 2025 Change Revenue $24.3m $15.6 $16.6m $19.2m $22.3m 13% NPAT $6.6m $5.9m $3.3m $2.2m $4.6m 105% Attributable to Shareholders $6.2m $5.5m $2.9m $1.7m $4.0m 129% EPS $0.085 $0.076 $0.04 $0.024 $0.055 129% PE Ratio 8…
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Smartpay Holdings Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2020 2022 (restated) 2023 (restated) 2024 2025 Change Revenue $33.9m $48.1m $77.8m $96.5m $105.5m 9% Operating Expenses $26.3m $37.9m $59.4m $75.3m $88.9m 18% NPAT -$15.2m $2.1m $8.5m $8.4m -$.7m n/a EBITDA $7.6m $10.2m $18.4m $21.3m $16.6m -22% Capitalisation $190.3m $155m…
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Kingfish Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 8th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $5.5m $9.3m 9.0m $10.1m $10.4m 3% Change in Investments $150.5m -$20m -$23.7m $16.7m $37.8m 126% NPAT $142.7m -$17.3m -$19.5m $19.9m $40.8m 1.3 Mkt Capitalisation $627m $517m $432.6m $422.4m $456m 8% Mgmt Fee…
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Rakon Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 28th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Revenue $130.8m $173.6m $180.7m $128.4m $104.4m -19% Gross Margin 47% 53% 49% 45% 43% -4% Gross Profit $61.5m $91.6m $89.2m $58.2m $45.4m -22% NPAT $9.6m $33.1m $23.2m $4.5m -$5.8m n/a EPS $0.042 $0.145 $0.101…
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Stride Property Group Limited – 2025 Annual Meeting Report

Annual Meeting Report, August 29th 2025 Click here for NZSA Assessment and Voting Intentions Metric 2021 2022 2023 2024 2025 Change Operating Revenue $66.4m $89.0m $94.6m $98.8m $97.7m -1% Management Fees $24.2m $24.3m $23.3m $19.8m $20.4m 3% Gross Profit $40.4m $45.6m $53.5m $50.8m $49.3m -3% NPAT $131.9m $112.3m -$116.7m -$56.1m $21.7m n/a EPS1 $0.279 $0.208…
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