Schoolblazer Limited · ASX:SBZ
Schoolblazer — Investor Presentation (May 2024)
12 slides from Schoolblazer's investor presentation, May 21, 2024
Slide 1: FY24 Half-Year Financial Results Presentation
FY24 Half-Year Financial Results Presentation Half-Year Results to 31st March 2024 Focus on Long Term Earnings and Cashflow Hancock & Gore Ltd (ASX: HNG)
Slide 2: H&G Purpose – Diversified Investment Manager
H&G PURPOSE – DIVERSIFIED INVESTMENT MANAGER Delivery of 15%+ p.a. long-term investment returns through partnership of capital and skills We do what we say: Since recapitalisation in 2020 and establishing the new management team, H&G has been reinvented from Strategic assets acquired1 11 Total Share
Slide 3: Performance Highlights for the Half-Year Ended 31 March 2024
PERFORMANCE HIGHLIGHTS FOR THE HALF-YEAR ENDED 31 March 2024 $3.9m Up 78% on pcp NET PROFIT AFTER TAX 1.5cps Up 50% on pcp EARNINGS PER SHARE 18.4% FUM GROWTH (ON FY23)1 32.4cps Up 15% on pcp NTA PER SHARE 28% OF NTA IN CASH & LISTED SECURITIES 1.0cps Up 100% on pcp FULLY FRANKED DIVIDEND DECLARED 1
Slide 4: H&G Strategy & Key Investment Pillars
H&G STRATEGY & KEY INVESTMENT PILLARS Hancock & Gore exists to deliver long-term investment returns for shareholders in excess of 15% p.a. through different investment offerings Operating Businesses Strategic Capital Treasury & Funds Mgmt. Medium to long term high Active private and listed strategic
Slide 5: Mountcastle
MOUNTCASTLE Mountcastle – Long Term Pillar for H&G Mountcastle Objectives • Established in 1835, Mountcastle Group is one of the largest school uniform suppliers in Australia and New Zealand • H&G completed the move to 100% ownership including key executives Steven Doyle (Executive Chair) and Brad A
Slide 6: Mountcastle
MOUNTCASTLE Mountcastle remains resilient in a difficult consumer environment through an investment year, leaving it well placed to execute on long term growth ambitions MTC Financials – Last 12 Months (unaudited) Current performance drivers Profitability metrics LTM Mar 24 LTM Mar 23 • The core Sch
Slide 7: Strategic Capital
STRATEGIC CAPITAL Investment activities have complemented Mountcastle’s contribution and provided diverse earnings during the half Strategic Private Investments • Disruptive Packaging – Continued focus on execution of manufacturing and geographic expansion. Progressing global opportunities in transi
Slide 8: H&G Investment Management (HGIM)
H&G INVESTMENT MANAGEMENT (HGIM) Strategic Intent for HGIM is to scale into a capital light high ROI business that is a strong and consistent contributor to H&G operating earnings and cashflow. Today, HGIM is profitable, generating performance fees and scalable. FY24 Priorities Current Strategies –
Slide 9: 1HF24 Income Statement
1HF24 INCOME STATEMENT ($m) 1H24 1HY23 Movement Revenue from continuing Mountcastle dividend of operations $4.5m $4.3m $0.2m 1 $3m and funds mgmt. and fee income of $1.3m Fair Value Gains/(Losses) $2.5m ($0.0m) $2.5m 2 Total Income $7.0m $4.3m $2.7m New strategic listed investment gain $2m Operating
Slide 10: 1HF24 Balance Sheet
1HF24 BALANCE SHEET ($m) Mar 24 Sep 23 Movement Cash $11.2m $5.6m $5.6m Listed Investments $15.6m $11.9m $3.7m Unlisted Investments $75.8m $44.1m $31.7m 1 Acquisitions of additional Fixed Income $2.3m $6.4m ($4.1m) Mountcastle shareholdings Intangibles $0.7m $0.7m $0m Other Assets & Liabilities Net
Slide 11: Important Notices
IMPORTANT NOTICES Not investment advice The information contained in this presentation is not investment or financial product advice (nor tax, accounting or legal advice) nor is it a recommendation to acquire securities in HNG. This presentation does not and will not form any part of any contract fo
Slide 12: Mr. Sandy Beard Executive Chairman
MR. SANDY BEARD EXECUTIVE CHAIRMAN 0412 308 263 www.hancockandgore.com.au