Euroz Hartleys Group Limited · ASX:EZL
Euroz Hartleys — Euroz — Shareholder Meeting (October 2013)
17 slides from Euroz Hartleys's shareholder meeting presentation, Oct 30, 2013
Slide 1: Annual General Meeting Investor Update
For personal use only Annual General Meeting Investor Update October 2013
Slide 2: Group Overview
For personal use only Group Overview
Slide 3: Euroz Limited
Euroz Limited For personal use only • Western Australian specialist financial services company with a consistent track record of strong shareholder returns • Euroz Limited has paid $151m in fully franked dividends to shareholders over 13 years. October 2013 AGM INVESTOR UPDATE 2
Slide 4: Euroz Limited share price and group overview
Euroz Limited For personal use only EZL historical share price/NTA performance • $166m Market Capitalisation as at 25 October 2013 • Euroz Limited has paid $151m in fully franked dividends over 13 years • Euroz Securities Limited provides specialised services: – Stockbroking – Corporate finance – Eq
Slide 5: 2013 Full Year Result Summary
For personal use only 2013 Full Year Result Summary
Slide 6: Euroz Limited - FY2013 Result
Euroz Limited - FY2013 Result For personal use only Normalised Net Profit After Tax • Financial results snapshot: – FY13 headline NPAT of $6.3m – FY13 normalised NPAT of $5.4m – DPS of 6.5¢ – Payment of $9.4m fully franked dividends* • Capital Raised in FY13 - $390.5m • An excellent full year result
Slide 7: Euroz Securities Limited - Stockbroking
Euroz Securities Limited - Stockbroking For personal use only • Highly rated research from market leading research team of 6 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 • $390.5 million of new capital raised in FY’13 • Major FY’13 Raisings – PMI Gold Corporation - $115m – Papillon Resources - $54.5m – Red Fork Ene
Slide 9: Westoz Funds Management
Westoz Funds Management For personal use only Westoz Funds Management Funds Under Management – 100% owned subsidiary, established in 2005 as new business venture for Euroz. – Funds are managed on behalf of wholesale investors; 2 mandates currently held with ASX Listed Investment Companies. – Investm
Slide 10: Westoz Investment Company Limited (WIC.ASX)
Westoz Investment Company Limited (WIC.ASX) For personal use only Fund Details – Listed Investment Company with an 8 year track record – Portfolio performance ahead of market since inception – $63m of fully franked dividends paid over 8 years (54¢ per share); targeting 9.0¢ per share dividend in 201
Slide 11: Ozgrowth Limited (OZG.ASX)
Ozgrowth Limited (OZG.ASX) For personal use only Fund Details – Listed Investment Company launched 1 January 2008 – Investments began at onset of GFC; portfolio return ahead of market since this time – $22m of fully franked dividends paid since commencement; targeting 1.5¢ per share dividend in 2014
Slide 12: Euroz Limited - Balance Sheet
Euroz Limited - Balance Sheet For personal use only Summary at 30 June 2013 – Cash and investments of $118m (Post $7.8m dividend paid in July 2013) – NTA of 82¢ per share* – Nil debt – Paid $151m in fully franked dividends over 13 years 25 Dividend per Share Oct June June June June $m 2013 2013 2012
Slide 13: Trading Update
Trading Update For personal use only • Market sentiments have slightly improved • Euroz Securities is modestly profitable • Westoz FUM of $275m* • Westoz Funds Management – strong start to year • Euroz Limited unaudited NPAT YTD of $9.3m** * Estimated at 25 October 2013 ** As at 25 October 2013 Octo
Slide 14: Investment Summary
Investment Summary For personal use only WA focused specialised financial services provider Over thirteen years of consistent profits and dividends Listed Group companies have paid $236m in fully franked dividends Significant cash flow generation Strong balance sheet NTA of $127m* (88¢ per share) Le
Slide 15: Years of Reflection
13 Years of Reflection For personal use only • Over the past 13 years, the balance sheet has grown from $2m to 127m. • The NTA (cents per share) at Dec 2000 was 20¢. This number stands at 88¢. • Market Cap has grown from $1.5m to $167 million. • Accumulated profits of $189m. • Euroz Securities has r
Slide 16: Disclaimer & Disclosure
Disclaimer 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 17: 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