Our community narratives are driven by numbers and valuation.
AFT Pharmaceuticals is a New Zealand-based pharmaceutical business with global ambitions. The company has publicly set a goal of achieving NZ$300 million in revenue by the end of 2027—a target repeated in its 2025 annual report, market release, shareholder letter, and chairman’s address.Read more

Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.Read more
Key Takeaways Investment in new entertainment assets and digital transformation is expected to drive visitation, revenue growth, and improved operational efficiency as consumer demand rebounds. Asset sales and recent capital injection are set to strengthen the balance sheet, enabling renewed dividends and supporting shareholder returns over time.Read more

Key Takeaways Advancing projects and customer negotiations at CDC are expected to significantly drive future revenue growth. Merging Manawa Energy and Contact Energy may yield synergies beneficial for improving net margins.Read more

Key Takeaways Expanding premium apple focus and growing protein and logistics segments strengthen revenue growth, margin expansion, and earnings resilience. Enhanced sustainability and traceability initiatives improve access to premium markets and mitigate regulatory risks.Read more

Key Takeaways Reliance on Advanced Nutrition sales may lead to slower future growth due to unsustainable restocking and new product launches. Challenges like high fat pricing and unsecured milk supply could pressure margins and impact future profitability and cash flow.Read more

Key Takeaways Sustained e-commerce growth, strategic market gains, and sector consolidation are driving revenue expansion and strengthening Freightways' competitive position. Investments in automation, technology, and diversification into higher-value logistics are improving margins and reducing business cyclicality.Read more

Key Takeaways Investment in Mackersy Property and Drury development progress can enhance capital access and revenue growth opportunities. Strong leasing spreads and cost control measures could improve margins and drive future earnings growth with diversified revenue streams.Read more

Key Takeaways Growth in premium lending and finance originations targets high-quality customers, improving net interest margins and driving finance revenue growth. Retail and acquisition strategies are expanding market share and cross-selling opportunities, enhancing future revenue in auto, finance, and services segments.Read more
