Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Euroz — Investor Presentation (February 2017)
16 slides from Euroz Hartleys's investor presentation, Feb 24, 2017
Slide 1: Investor Presentation
Investor Presentation For personal use only February 2017
Slide 2: Executive Summary
Executive Summary Euroz Limited is a growing and diversified financial services company For personal use only Euroz Limited (“Euroz”) is an ASX-listed, diversified financial services company with a market capitalisation of $164 million1. Euroz cash and investments increasing to $115.1 million1.
Slide 3: Organisational Chart
Organisational Chart For personal use only Investor Presentation - February 2017 3
Slide 4: Financial Performance
Financial Performance For personal use only Historical Share Price and NTA1 Euroz Limited Ownership1 $3.00 $2.50 Retail Directors $2.00 25% NTA (A$) 42% $1.50 $1.00 Staff $0.50 19% $0.00 Institutions Ice Cold 2006 2008 2010 2012 2014 2016 Investments 8% EZL Share Price NTA 6% Net Profit after Tax1 D
Slide 5: First Half Results
First Half Results Short term profitability driven by strong Equity Capital Markets For personal use only activity and increases in WIC and OZG share prices First half for the financial year ended 30 June 2017 net profit after tax of $13.2 million. First half dividend 1.75 cents fully franked.
Slide 6: Euroz Value Proposition
Euroz Value Proposition For personal use only Euroz Limited (EZL.ASX) Future Investment Partners Stockbroking and Funds Management Wealth Management Corporate Finance Daily brokerage turnover provide a Growing recurring base fee Growing recurring base fee revenue base of revenues revenue as fu
Slide 7: Euroz Balance Sheet
Euroz Balance Sheet For personal use only Cost Market Look through value Westoz1 $38.4m $33.8m $37.3m Ozgrowth1 $27.3m $23.6m $27.9m Flinders Investment Partners1 $6.1m $7.5m $7.5m Dalton Street Capital1 $2.0m $1.9m $1.9m Other Investments1 $5.0m $5.5m $5.5m Cash1 $42.8m $42.8m $42.8m Total $121.6m
Slide 8: Dividend History
Dividend History Euroz has paid $185 million fully franked dividends over the last 16 years For personal use only Significant Corporate Finance and Funds Management performance fees have typically occurred together. Euroz aims to grow its base level of dividends through increasing recurring reve
Slide 9: Stockbroking & Corporate Finance
Stockbroking & Corporate Finance Euroz Securities For personal use only Quality equities research is the foundation of our business. Research Highly rated research from our team of seven analysts. Institutional advisory and equities dealing services. Team of nine institutional dealers have s
Slide 10: Funds Management: Westoz Funds Management
Funds Management Westoz Funds Management Westoz Funds Management – Full 100% ownership of management company For personal use only Westoz Funds Management (WFM) is a 100%-owned subsidiary of Euroz Limited that was established in May 2005. WFM manages portfolios of Australian equities on behalf o
Slide 11: Funds Management: Prodigy Investment Partners
Funds Management Prodigy Investment Partners Launching a series of separate boutique fund products for both retail and For personal use only wholesale investors. Prodigy Investment Partners (Prodigy) is an 80%-owned joint venture between Euroz Limited and former MLC CEO Steve Tucker. The first o
Slide 12: Wealth Management: Entrust
Wealth Management Entrust Entrust Private Wealth Management has a 13 year track record as a leading For personal use only wealth management business. Combines its deep knowledge of financial planning and portfolio management with its portfolio administration service to create a comprehensive wealt
Slide 13: Funds Under Management
Funds Under Management Funds Under Management increased by 19% in six months For personal use only A$m $1,200 $1,000 Funds Management = $254 million $800 WIC ($139m) OZG ($69m) PFM ($24m) $600 Entrust Wealth Flinders ($10m) Management Dalton Street ($12m) Entrust ($662m) = $662 million $400 Euroz ($
Slide 14: Summary
Summary Growing a diversified financial services company For personal use only Increasing focus on funds management and wealth management capabilities. Improving Equity Capital Markets and stockbroking environment. Euroz ranked number 1 in WA based equity capital raising for 20161. Building
Slide 15: Disclaimer & Disclosure
Disclosure For personal use only Disclaimer & Disclosure Euroz Limited (EZL) and its 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 impli
Slide 16: Thank you
Thank you For personal use only Euroz Limited Level 18 Alluvion 58 Mounts Bay Rd Perth Western Australia 6000 euroz.com