Washington H. Soul Pattinson And Company Limited · ASX:SOL
Washington H. Soul Pattinson And — ASX CEO Connect (November 2017)
6 slides from Washington H. Soul Pattinson And's conference presentation, Nov 21, 2017
Slide 1: ASX CEO Connect
For personal use only ASX CEO Connect 2 History Founded in 1872 Head office occupied since 1886 Listed in 1903 Robert Millner, 4th generation Chairman Pharmaceutical interests now just 6% of portfolio Current market capitalisation over $4b 2 1
Slide 2: Business Overview and Key Highlights
Business Overview For personal use only DIVERSIFIED LONG TERM CONSERVATIVE PORTFOLIO INVESTOR AND VALUE FOCUSED OVER THE LAST 15 YEARS WHSP HAS CONTINUALLY DELIVERED A TSR OF INCREASED DIVIDENDS 12.8% PER ANNUM (one of only two companies in the (outperforming the All Ords All Ordinaries Index to do
Slide 3: WHSP Total Shareholder Returns
WHSP Total Shareholder Returns as at 31 July 2017 For personal use only 1 2 3 5 10 15 Annualised Returns Year Years Years Years Years Years WHSP 4.5% 17.2% 8.8% 9.6% 9.6% 12.8% All Ord. Accum. Index 6.6% 5.3% 5.3% 10.8% 3.7% 8.9% 5 WHSP Total Shareholder Returns 15 years to 31 July 2017 +511% 15 yea
Slide 4: Wealth Creation and 20 Year Dividend History
WHSP Total Shareholder Returns Wealth Creation over 40 years For personal use only $1,000 invested in 1977 worth $494,808 in 2017 Compound annual return of 16.8% for 40 years Includes the re‐investment of dividends 7 20 Year Dividend History Final Dividend: 32 cents per share fully franked, up 3
Slide 5: Major Investments Portfolio Overview
Major investments For personal use only 9 Portfolio Overview As at 31 July 2017 WHSP’s Value of Holding Holding % $m TPG Telecom 25.2% 1,305 * Pre tax net asset value Brickworks 44.0% 867 * $4.5 billion or $18.66 per share New Hope Corporation 59.6% 793 * Financial Services Portfolio ‐ 409 *^ API 19
Slide 6: A Diversified Investment House
For personal use only A Diversified Investment House 11 6
Washington H. Soul Pattinson and Company — ASX CEO Connect (November 2017) on 6ix