Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Euroz — Shareholder Meeting (November 2011)
13 slides from Euroz Hartleys's shareholder meeting presentation, Nov 24, 2011
Slide 1: Investor Presentation - Annual General Meeting November 2011
Investor Presentation For personal use only Annual General Meeting - November 2011
Slide 2: Overview
For personal use only Overview
Slide 3: Euroz Group
Euroz Group For personal use only ¾ Western Australian focused, specialist financial services company with a consistent track record of strong shareholder returns ¾ Group has paid $189m in fully franked dividends to shareholders over 11 years* * Includes all EZL, WIC and OZG dividends
Slide 4: Euroz Limited
Euroz Limited For personal use only ¾ $197m Market Capitalisation EZL historical share price/NTA performance ¾ Paid $130m in fully franked dividends over 11 years ¾ Euroz Securities Limited provides specialised services: ¾ Stockbroking ¾ Corporate finance ¾ Equity capital markets ¾ Direct WA leverag
Slide 5: Euroz Securities Limited
Euroz Securities Limited For personal use only Research Highly rated research from market leading research team of 7 analysts Based on fundamental analysis y and regular g company p y contact Our views are highly rated by Australian and international institutions Institutional Dealing Largest instit
Slide 6: 2011 Full Year Result Summary
For personal use only 2011 Full Year Result Summary
Slide 7: FY2011 - Result
FY2011 - Result For personal use only ¾ Financial results snapshot: Normalised Net Profit After Tax ¾ FY11 normalised NPAT of $25.6m $25 6m ¾ DPS of 18¢ ¾ NPAT increased 58% (normalised) 58% growth ¾ EPS increased 52% (normalised) ¾ DPS increased 50% ¾ Payment of $25.4m fully franked dividends ¾ A e
Slide 8: Underwriting and Equity Capital Markets
Underwriting and Equity Capital Markets For personal use only ¾ Deal flow remains a key driver for the Group Gross Capital Raised ¾ $1 2bn of new capital raised in FY’11 $1.2bn FY 11 ¾ Major FY’11 Raisings - Aurora Oil & Gas - $200m - Independence Group - $164.2m $164 2m - Mineral Deposits - $136m -
Slide 9: Westoz Investment Company (WIC.ASX)
Westoz Investment Company (WIC.ASX) For personal use only Fund Details WIC ASX All Ords WIC Dividends Investment Accumulation Declared ($m) ¾ Listed Investment Company with 6 year track record of strong investment Portfolio* Index returns and fullyy franked dividend payments p y FY2006 31% 24% 38 3.
Slide 10: Ozgrowth Limited (OZG.ASX)
Ozgrowth Limited (OZG.ASX) For personal use only Fund Details OZG OZG ASX All Ords ¾ Listed Investment Company launched at onset of GFC which has Investment Accumulation Dividends Declared ($m) generated p g positive investment returns despite p broader market fall Portfolio* Index ¾ Portfolio retur
Slide 11: Balance Sheet
Balance Sheet For personal use only ¾ Summary – 30 June 2011: June June June June $m 2011 2010 2009 2008 ¾ Cash and investments of $119m Cash (ex div) 52.2 54.2 55.5 63.4 Investments* 66.7 42.1 37.0 55.9 ¾ NTA of 84¢ per share* NTA / share 84¢ 75¢ 72¢ 83¢ ¾ Nil debt Dividend per share ¾ Paid P id $1
Slide 12: Trading Update
Trading Update For personal use only Ten year relative share price performance of Euroz and peers ¾ First quarter activity and profitability low due to continuing global economic uncertainty ¾ Trading volume lower but consistent with market slow down ¾ I Improved d ECM outlook tl k if markets k t st
Slide 13: Investment Summary
Investment Summary For personal use only 9 WA focused specialised financial services provider 9 Over eleven years of consistent profits and dividends 9 Listed Group companies have paid $189m in fully franked dividends 9 Significant cash flow generation 9 Strong balance sheet $121m NTA at 18 November