NAOS Ex-50 Opportunities Co. Ltd. · ASX:NAC
NAOS Ex-50 Opportunities — Shareholder Meeting (November 2021)
8 slides from NAOS Ex-50 Opportunities's shareholder meeting presentation, Nov 11, 2021
Slide 1: AGM 2021 Chairman's Address and Investor Update Presentation
NAOS EX-50 Level 34, MLC Centre OPPORTUNITIES 19 Martin Place COMPANY LIMITED Sydney NSW 2000 (ASX: NAC) T (02) 9002 1576 ABN 49 169 448 837 F (02) 8215 0037 E enquiries@naos.com.au www.naos.com.au For personal use only 11 November 2021 ASX Market Announcements ASX Limited 20 Bridge Street Sydney NS
Slide 2: Chairman's Address – Mr David Rickards OAM
Chairman’s Address – Mr David Rickards OAM Annual General Meeting of NAOS Ex-50 Opportunities Company Limited 11 November 2021, 11:15am (AEDT) Dear fellow shareholders, For personal use only The Board would like to thank all shareholders for your continued support and welcome all new shareholders wh
Slide 3: Chairman's Address (continued): capital management
reserve balance. The Company has now declared a total of 33.25 cents per share in fully franked dividends since its inception. • On-market share buyback: Over the course of the financial year, 3.62 million shares were bought back and the Company has now bought back 8.97 million shares, or 17.1% of s
Slide 4: NAOS Ex-50 Opportunities Company Limited
NAOS EX-50 For personal use only OPPORTUNITIES COMPANY LIMITED Investor Update P R E S E N T E D B Y S E B A S T I A N E VA N S CONVICTION. LONG TERM. ALIGNED | Copyright 2019 NAOS Asset Management Limited 1
Slide 5: Important information
Important information For personal use only This material has been prepared by NAOS Asset Management Limited (ABN 23 107 624 126, AFSL 273529) (NAOS) for general information purposes only and must not be construed as investment advice. It does not constitute an offer to purchase any security or fina
Slide 6: NAC investment portfolio financial year returns
NAC investment portfolio financial year returns* For personal use only 70% +63.36% 60% 50% 40% +30.16% 30% 20% +9.21% +10.25% +11.16% 10% +6.69% +8.09% 0% -2.86% -10% -20% FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 YTD * Investment Portfolio Performance is post all operating expenses, before fees, taxe
Slide 7: NAC overview as at October 2021
NAC overview as at 31 October 2021 For personal use only $1.67 $1.50 $1.22 8 +18.10% +37.89% 4.88% Pre-Tax Post-Tax Share Price Number of Performance 1 Year Fully Franked NTA NTA Holdings since Inception^ Performance ^ Dividend Yield p.a. FULLY FRANKED DIVIDEND (CENTS PER SHARE) 6.0 5.75 40 5.25 5.2
Slide 8: Overview and Outlook Q2 FY22
Overview and Outlook Q2 FY22 For personal use only • The easing of lockdown restrictions will have a significant effect on the earnings trajectory of many businesses over the short and medium term. • Headwinds will continue to pose a challenge for many businesses with a specific focus on: • Supply c
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