WAM Capital Ltd. · ASX:WAM
WAM Capital — Investor Presentation (September 2021)
11 slides from WAM Capital's investor presentation, Sep 9, 2021
Slide 1: Investor Update and Q&A
Syears difference Asset Management = \\’ Wilson £20 Makinga W | A | M Capital Investor Update and Q&A WAM = = # W A|M \y) W|/AIM Active Wednesday 8 September 2021 Listen to the recording
Slide 2: Disclaimer
Wilson Asset Management Disclaimer Wilson Asset Management and their related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in good faith. However, no warranty (express or implied) is made as t
Slide 3: WAM Capital FY2021 full year results
W|A|M Capital \\ FY2021 full year results Investment portfolio outperformance against the S&P/ASX All Ordinaries Accumulation Index* 37.5% +7.2% Investment portfolio performance* 30 June 2021 pre-tax NTA Share price premium to NTA SE $1.89 15.7% Fully franked final dividend Fully franked full year d
Slide 4: WAM Microcap FY2021 full year results
W|A|M Microcap \\ ’ FY2021 full year results Investment portfolio outperformance against the BESS MEN ES EAL LS TSR OTL se aL EN: S&P/ASX Small Ordinaries Accumulation Index® 53.2% +20.0% 30 June 2021 pre-tax NTA $1.69 Share price premium to NTA’ 7.8% Fully franked final dividend 4.0 cps Fully frank
Slide 5: WAM Research FY2021 full year results
W|A|M Research FY2021 full year results Record investment portfolio performance” 45.2% \\ Investment portfolio outperformance against the S&P/ASX All Ordinaries Accumulation Index* +15.0% 30 June 2021 pre-tax NTA $1.22 Share price premium to NTA 34.9% Fully franked final dividend 4.95 Cps Fully fran
Slide 6: WAM Active FY2021 full year results
W|A|M Active FY2021 full year results Record investment portfolio performance* 26.8% Share price premium to NTA" 7.5% \\’ 30 June 2021 pre-tax NTA $1.02 Fully franked final dividend 3.0 cps Fully franked full year dividend 6.0 cps Fully franked dividend yield* 5-0% Grossed-up fully franked dividend
Slide 7: WAM Active One-for-one Bonus Issue of Options
Wilson Asset Management All investors who purchased WAM Active shares on the ASX up until Tuesday, 23 March 2021 were entitled to receive the Bonus Options at no additional cost Each WAM Active Option provides holders with the opportunity, but not the requirement, to purchase one additional WAM Acti
Slide 8: Shift from coronavirus beneficiaries to the Australian reopening
Shift from coronavirus beneficiaries to the Australian reopening Select holdings Universal Store aroentr © VENT ‘IVA LEISURE pao “v i EnergyAustralia ASX: UNI : ASX: ALG ASX: EVT ASX: VEA ASX: MGH
Slide 9: Select pre-IPO opportunities
Select pre-IPO opportunities For personal use only
Slide 10: High conviction stock picks
Wilson Asset Management High conviction stock picks Oscar Oberg Tobias Yao Lead Portfolio Manager Portfolio Manager EVENT S ospiTacity @ enrertaunment ARDENT ASX: EVT ASX: ALG Shaun Weick Sam Koch Senior Equity Analyst Equity Analyst iph® sw°op ASX: IPH ASX: SWP
Slide 11: For personal use only
For personal use only Join more than 65,000 weekly readers