Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Euroz — Investor Presentation (August 2012)
16 slides from Euroz Hartleys's investor presentation, Aug 21, 2012
Slide 1: Investor Update August 2012
For personal use only Investor Update August 2012
Slide 2: Group Overview
For personal use only Group Overview
Slide 3: Euroz Limited
Euroz Limited For personal use only • Western Australian focused, specialist financial services company with a consistent track record of strong shareholder returns • Group companies have paid $210m in fully franked dividends to shareholders over 11 years* * Includes all EZL, WIC and OZG dividends A
Slide 4: Euroz Limited share price, market capitalisation and businesses
Euroz Limited For personal use only EZL historical share price/NTA performance** • $165m Market Capitalisation as at 30 June 2012 • Euroz Limited has paid $142m in fully franked dividends over 11 years • Euroz Securities Limited provides specialised services: – Stockbroking – Corporate finance – Equ
Slide 5: 2012 Full Year Result Summary
For personal use only 2012 Full Year Result Summary
Slide 6: Euroz Limited - FY2012 Result
Euroz Limited - FY2012 Result For personal use only Normalised Net Profit After Tax • Financial results snapshot: – FY12 headline NPAT of $11.8m – FY12 normalised NPAT of $10.4m – DPS of 8¢ – Payment of $11.9m fully franked dividends* • An excellent full year result given volatile capital markets du
Slide 7: Euroz Securities Limited - Stockbroking
Euroz Securities Limited - Stockbroking For personal use only • Highly rated research from market leading research team of 7 analysts • Based on fundamental analysis and regular company contact Research • Our views are highly rated by Australian and international institutions • Largest institutional
Slide 8: Euroz Securities Limited – Corporate and Equity Capital Markets
Euroz Securities Limited – Corporate and Equity Capital Markets For personal use only Gross Capital Raised • Deal flow remains a key driver for the Group • $810.5 million of new capital raised in FY’12 • Major FY’12 Raisings – Base Resources - $171m – Aurora Oil and Gas - $120m – Independence Group
Slide 9: Westoz Funds Management
Westoz Funds Management For personal use only Westoz Funds Management Funds Under Management – Established in 2005 with a focused investment philosophy to take advantage of opportunities identified from our Western Australian location – Assets managed on behalf of two Listed Investment Companies – P
Slide 10: Westoz Investment Company Limited (WIC.ASX)
Westoz Investment Company Limited (WIC.ASX) For personal use only Fund Details – Listed Investment Company with 7 year track record – Portfolio return* from inception to June 2012 of 200% compared to 31% for All Ordinaries Accumulation Index – $52.3 mil of fully franked dividends paid over 7 years (
Slide 11: Ozgrowth Limited (OZG.ASX)
Ozgrowth Limited (OZG.ASX) For personal use only Fund Details – Listed Investment Company launched at onset of GFC which has generated positive investment returns despite broader market fall – Portfolio return* of 58% from inception to 30 June 2012 vs. -22% return on All Ordinaries Accumulation Inde
Slide 12: Euroz Limited - Balance Sheet
Euroz Limited - Balance Sheet For personal use only Summary at 30 June 2012 – Cash and investments of $118m – NTA of 84¢ per share* – Nil debt – Paid $142m in fully franked dividends over 11 years Dividend per Share June June June June $m 2012 2011 2010 2009 Cash (ex div) 49.4 52.2 54.2 55.5 Investm
Slide 13: Trading Update
Trading Update For personal use only • Market sentiment continues to be volatile • Euroz Securities July and August trading volumes poor • ECM quiet but outlook improving • Cost reduction program implemented • Group remains profitable with leverage to improvement in equity markets August 2012 www.eu
Slide 14: Investment Summary
Investment Summary For personal use only WA focused specialised financial services provider Over eleven years of consistent profits and dividends Listed Group companies have paid $210 million in fully franked dividends Significant cash flow generation Strong balance sheet of $121 million at 30 June
Slide 15: Disclaimer
Disclaimer For personal use only Copyright & Distribution The material contained in this communication (and all attachments) is prepared for the exclusive use of clients of Euroz Securities Limited (ACN 089 314 983) (“Euroz”) only. Euroz is the holder of an Australian Financial Services Licence (AFS
Slide 16: Euroz Limited contact details
For personal use only EUROZ LIMITED SECURITIES LIMITED Level 18 Alluvion 58 Mounts Bay Road Perth Western Australia 6000 www.euroz.com.au Authorised to Provide Financial Services | AFSL 243302