Vysarn（VYS）株式概要ヴァイサーン・リミテッドはオーストラリアの資源、都市開発、政府、公共事業など様々な分野に水サービスを提供している。 詳細VYS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より26.5%で取引されている 収益は年間13.24%増加すると予測されています 過去1年間で収益は93.7%増加しました リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るVYS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.762.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1m201m2016201920222025202620282031Revenue AU$201.4mEarnings AU$21.9mAdvancedSet Fair ValueView all narrativesVysarn Limited 競合他社European LithiumSymbol: ASX:EURMarket cap: AU$700.2mChallenger GoldSymbol: ASX:CELMarket cap: AU$329.2mJupiter MinesSymbol: ASX:JMSMarket cap: AU$540.6mAIC MinesSymbol: ASX:A1MMarket cap: AU$522.4m価格と性能株価の高値、安値、推移の概要Vysarn過去の株価現在の株価AU$0.7652週高値AU$0.8852週安値AU$0.40ベータ1.451ヶ月の変化5.56%3ヶ月変化-1.30%1年変化83.13%3年間の変化508.00%5年間の変化675.51%IPOからの変化245.45%最新ニュースReported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.014 (vs AU$0.008 in 1H 2025)First half 2026 results: EPS: AU$0.014 (up from AU$0.008 in 1H 2025). Revenue: AU$66.8m (up 63% from 1H 2025). Net income: AU$7.25m (up 103% from 1H 2025). Profit margin: 11% (up from 8.7% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 24Price target increased by 19% to AU$0.82Up from AU$0.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of AU$0.83. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.027 for next year compared to AU$0.021 last year.Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$0.70. The fair value is estimated to be AU$0.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.分析記事 • Jan 23Earnings Not Telling The Story For Vysarn Limited (ASX:VYS) After Shares Rise 26%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Buy Or Sell Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to AU$0.70. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.分析記事 • Dec 30Are Investors Undervaluing Vysarn Limited (ASX:VYS) By 22%?Key Insights Vysarn's estimated fair value is AU$0.89 based on 2 Stage Free Cash Flow to Equity Current share price of...最新情報をもっと見るRecent updatesReported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.014 (vs AU$0.008 in 1H 2025)First half 2026 results: EPS: AU$0.014 (up from AU$0.008 in 1H 2025). Revenue: AU$66.8m (up 63% from 1H 2025). Net income: AU$7.25m (up 103% from 1H 2025). Profit margin: 11% (up from 8.7% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 24Price target increased by 19% to AU$0.82Up from AU$0.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of AU$0.83. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.027 for next year compared to AU$0.021 last year.Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$0.70. The fair value is estimated to be AU$0.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.分析記事 • Jan 23Earnings Not Telling The Story For Vysarn Limited (ASX:VYS) After Shares Rise 26%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 26% share price jump in the last month...Buy Or Sell Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to AU$0.70. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.分析記事 • Dec 30Are Investors Undervaluing Vysarn Limited (ASX:VYS) By 22%?Key Insights Vysarn's estimated fair value is AU$0.89 based on 2 Stage Free Cash Flow to Equity Current share price of...Price Target Changed • Nov 28Price target increased by 12% to AU$0.69Up from AU$0.61, the current price target is an average from 2 analysts. New target price is 9.5% above last closing price of AU$0.63. Stock is up 42% over the past year. The company is forecast to post earnings per share of AU$0.028 for next year compared to AU$0.021 last year.お知らせ • Oct 28Vysarn Limited, Annual General Meeting, Nov 27, 2025Vysarn Limited, Annual General Meeting, Nov 27, 2025. Location: wardroom, south of perth yacht club, canning beach road, applecross, western australia, 6005, AustraliaBuy Or Sell Opportunity • Oct 13Now 21% undervaluedOver the last 90 days, the stock has risen 3.5% to AU$0.59. The fair value is estimated to be AU$0.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.Price Target Changed • Aug 25Price target increased by 10% to AU$0.64Up from AU$0.58, the current price target is an average from 2 analysts. New target price is 21% above last closing price of AU$0.53. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$0.028 for next year compared to AU$0.021 last year.Reported Earnings • Aug 22Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: AU$0.021 (up from AU$0.02 in FY 2024). Revenue: AU$106.5m (up 40% from FY 2024). Net income: AU$10.7m (up 34% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 08Now 20% undervaluedOver the last 90 days, the stock has risen 42% to AU$0.52. The fair value is estimated to be AU$0.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 54%.お知らせ • Feb 14Vysarn Limited Announces Board AppointmentsVysarn Limited announced the appointment of Mr. Steve Dropulich and Mr. Shane McSweeney to the Board of Directors of the Company with effect from 10 February 2025. Messrs Dropulich and McSweeney have been appointed to the Board as Executive Directors and will bring critical experience to assist in Vysarn's next phase of strategy development and execution, integration and executive oversight of recent transformational acquisitions, as well as operational responsibilities covering all Company industrial and advisory subsidiaries. Importantly, the appointments of Messrs Dropulich and McSweeney provides the Company with greater breadth in group executive experience and governance as Vysarn targets its next phase of long term sustainable growth. As previously advised, current Vysarn Executive Director Mr. Sheldon Burt will step back into the role of Non-Executive Director. Brief profiles of Mr. Dropulich and Mr. McSweeney are provided below: Mr. Steve Dropulich is a 30 year veteran of the Australian energy and infrastructure services sector having established and led market leading contracting companies in senior executive management roles across both public and private business. During his career Mr. Dropulich has developed extensive experience in financial and commercial management, establishment of high performing teams, strategy formation and execution, as well as driving operational excellence. Prior to joining Vysarn, Mr. Dropulich was a founding Director of an ASX listed energy and infrastructure services company, where he was the Managing Director for over 10 years until its acquisition by an international industrial services group in 2021. Following the acquisition, Mr. Dropulich held the role of Executive Director of Operations for the new owner's Australian region. Mr. Dropulich holds a Bachelor of Commerce in accounting and business law and is a member of both the Institute of Chartered Accountants and the Australian Institute of Company Directors. Mr. Dropulich is currently the Chief Operating Officer of the Company with a prime focus on leading the operations of Vysarn's industrial subsidiaries. Mr. Shane McSweeney is an accomplished executive leader, bringing with him extensive experience in advisory services, strategic management, operational excellence and corporate governance. Mr. McSweeney has a proven track record in advisory roles, leading teams, driving business growth and delivering value for clients and shareholders. Mr. McSweeney's career spans almost two decades in consultancy practices encompassing senior leadership roles in consultancy and advisory businesses focusing on water services across diverse industries. He has demonstrated a strong ability to deliver advisory services in the water sector, navigate complex environments, develop businesses and implement transformative strategies. His strength lies in fostering inclusive and high-performance cultures, and steering companies through periods of significant growth and change. Mr. McSweeney holds a Bachelor of Science in Environmental Science, a Master in Environmental Engineering and is a Graduate of the Australian Institute of Company Directors. Mr. McSweeney is currently the General Manager of Pentium Water and is a director of CMP Consulting Group. He has a prime focus on leading the operations of Vysarn's advisory subsidiaries.分析記事 • Jan 31Vysarn Limited (ASX:VYS) Not Flying Under The RadarVysarn Limited's ( ASX:VYS ) price-to-earnings (or "P/E") ratio of 29.9x might make it look like a strong sell right...分析記事 • Dec 23Here's Why Vysarn (ASX:VYS) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • Nov 21Vysarn Limited (ASX:VYS) completed the acquisition of Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into binding share sale agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million on August 30, 2024. A cash consideration of AUD 7.5 million will be paid by Vysarn Limited. The transaction is subject to consummation of due diligence investigation and obtaining financing. The expected completion of the transaction is September 1, 2024. Vysarn Limited (ASX:VYS) completed the acquisition of Waste Water Services Pty Ltd from Jerry Horgan on November 21, 2024.お知らせ • Oct 16Vysarn Limited, Annual General Meeting, Nov 21, 2024Vysarn Limited, Annual General Meeting, Nov 21, 2024. Location: wardroom, south of perth yacht club, canning beach road, applecross, western australia, 6005, Australiaお知らせ • Sep 19Vysarn Limited has completed a Follow-on Equity Offering in the amount of AUD 38.195586 million.Vysarn Limited has completed a Follow-on Equity Offering in the amount of AUD 38.195586 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 95,488,965 Price\Range: AUD 0.4 Discount Per Security: AUD 0.016 Transaction Features: Subsequent Direct Listing分析記事 • Sep 13Market Participants Recognise Vysarn Limited's (ASX:VYS) Earnings Pushing Shares 29% HigherVysarn Limited ( ASX:VYS ) shares have continued their recent momentum with a 29% gain in the last month alone. The...お知らせ • Aug 30Vysarn Limited (ASX:VYS) entered into binding Share Sale Agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into binding Share Sale Agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million on August 30, 2024. A cash consideration of AUD 7.5 million will be paid by Vysarn Limited. The transaction is subject to consummation of due diligence investigation and obtaining financing. The expected completion of the transaction is September 1, 2024.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.02 (vs AU$0.01 in FY 2023)Full year 2024 results: EPS: AU$0.02 (up from AU$0.01 in FY 2023). Revenue: AU$75.9m (up 17% from FY 2023). Net income: AU$7.96m (up 106% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 26Further Upside For Vysarn Limited (ASX:VYS) Shares Could Introduce Price Risks After 31% BounceVysarn Limited ( ASX:VYS ) shares have continued their recent momentum with a 31% gain in the last month alone. The...お知らせ • Jul 12Vysarn Limited Announces the Appointment of Steve Dropulich as Chief Operating OfficerVysarn Limited announced that the Company has appointed Mr. Steve Dropulich as Chief Operating Officer (COO). Mr. Dropulich is a 30 year veteran of the Australian energy and infrastructure services sector having established and led market leading contracting companies in senior executive management roles across both public and private business. During his career Mr. Dropulich has developed extensive experience in financial and commercial management, establishment of high performing teams, strategy formation and execution, as well as driving operational excellence. Prior to joining Vysarn, Mr. Dropulich was a founder of ASX listed energy and infrastructure services group Valmec Limited, where he was the Managing Director for over 10 years until its acquisition in 2021 by French company, Altrad Group. Following the acquisition, Mr. Dropulich held the role of Altrad’s Executive Director of Operations for the Australian region. Mr. Dropulich holds a Bachelor of Commerce in accounting and business law, is a Chartered Accountant, and is a member of the Australian Institute of Company Directors. As previously stated by the Company, in preparation for Vysarn’s next leg of growth an appropriate level of investment will be made in key senior human resources to provide greater depth and capability within the Company’s executive leadership team.分析記事 • Jul 12Here's Why We Think Vysarn (ASX:VYS) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Market cap is less than US$100m (AU$119.3m market cap, or US$80.6m).Recent Insider Transactions Derivative • Jul 05CEO, MD & Director exercised options to buy AU$2.9m worth of stock.On the 2nd of July, James Clement exercised options to buy 10m shares at a strike price of around AU$0.075, costing a total of AU$750k. This transaction amounted to 59% of their direct individual holding at the time of the trade. Since September 2023, James has owned 16.83m shares directly. Company insiders have collectively bought AU$1.5m more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • May 23Vysarn Limited (ASX:VYS) Held Back By Insufficient Growth Even After Shares Climb 28%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 28% share price jump in the last month...分析記事 • Mar 27Here's Why We Think Vysarn (ASX:VYS) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Feb 24Here's Why Vysarn (ASX:VYS) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Nov 17Shareholders Will Probably Hold Off On Increasing Vysarn Limited's (ASX:VYS) CEO Compensation For The Time BeingKey Insights Vysarn will host its Annual General Meeting on 23rd of November CEO James Clement's total compensation...分析記事 • Nov 15We Think Vysarn (ASX:VYS) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Oct 17Vysarn Limited, Annual General Meeting, Nov 23, 2023Vysarn Limited, Annual General Meeting, Nov 23, 2023, at 16:00 W. Australia Standard Time. Location: Wardroom South of Perth Yacht Club Canning Beach Road Applecross Western Australia Australia Agenda: To receive and consider the Annual Report of the Company for the financial year ended 30 June 2023, which includes the Financial Report, the Directors' Report and the Auditor's Report; to consider Remuneration Report; to consider Re-election of Director Mr Peter Hutchinson; to consider Approval of 10% Placement Facility; to consider Approval for Director Loan for exercise of Incentive Options; and to consider other matters if any.分析記事 • Sep 02Vysarn Limited's (ASX:VYS) 28% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Vysarn Limited ( ASX:VYS ) shares have been powering on, with a gain of 28% in the last...Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.01 (vs AU$0.007 in FY 2022)Full year 2023 results: EPS: AU$0.01 (up from AU$0.007 in FY 2022). Revenue: AU$65.0m (up 40% from FY 2022). Net income: AU$3.87m (up 36% from FY 2022). Profit margin: 6.0% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.お知らせ • Jul 17Vysarn Limited Revises Earnings Guidance for the Financial Year to 30 June 2023Vysarn Limited provided revised earnings guidance for the financial year to 30 June 2023. The Company forecasts to deliver Net Profit Before Tax (NPBT) of $6.8 million to $7 million.分析記事 • Jun 23Estimating The Fair Value Of Vysarn Limited (ASX:VYS)Key Insights Vysarn's estimated fair value is AU$0.14 based on 2 Stage Free Cash Flow to Equity With AU$0.14 share...お知らせ • May 13Vysarn Limited Revises Earnings Guidance for the Fiscal Year 2023Vysarn Limited revised earnings guidance for the fiscal year 2023. The company forecasts to deliver Net Profit Before Tax (NPBT) of $6.0 million to $6.5 million in fiscal year 2023. Previous guidance was $5.1 million NPBT.Recent Insider Transactions Derivative • May 12Non-Executive Chairman exercised options to buy AU$1.2m worth of stock.On the 4th of May, Peter Hutchinson exercised options to buy 10m shares at a strike price of around AU$0.054, costing a total of AU$540k. This transaction amounted to 17% of their direct individual holding at the time of the trade. Since June 2022, Peter's direct individual holding has increased from 57.00m shares to 59.10m. Company insiders have collectively bought AU$837k more than they sold, via options and on-market transactions, in the last 12 months.分析記事 • Mar 31Vysarn (ASX:VYS) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Feb 25First half 2023 earnings released: EPS: AU$0 (vs AU$0.006 in 1H 2022)First half 2023 results: EPS: AU$0 (down from AU$0.006 in 1H 2022). Revenue: AU$29.2m (up 31% from 1H 2022). Net loss: AU$55.3k (down 102% from profit in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Nov 17Most Shareholders Will Probably Agree With Vysarn Limited's (ASX:VYS) CEO CompensationCEO James Clement has done a decent job of delivering relatively good performance at Vysarn Limited ( ASX:VYS...Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. CEO, MD & Director James Clement was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 04Vysarn Limited (ASX:VYS) acquired Project Engineering (WA) Pty Ltd.Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million on August 11, 2022. The cash component of the acquisition consideration will be funded via a combination of the Vysarn's cash reserves and debt funding. Vysarn Limited (ASX:VYS) completed the acquisition of Project Engineering (WA) Pty Ltd on October 3, 2022.お知らせ • Sep 21Vysarn Limited, Annual General Meeting, Nov 24, 2022Vysarn Limited, Annual General Meeting, Nov 24, 2022. Agenda: Annual General Meeting.Recent Insider Transactions • Sep 16Non-Executive Chairman recently bought AU$142k worth of stockOn the 14th of September, Peter Hutchinson bought around 2m shares on-market at roughly AU$0.075 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$224k worth in shares.Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.007 (vs AU$0.001 in FY 2021)Full year 2022 results: EPS: AU$0.007 (up from AU$0.001 in FY 2021). Revenue: AU$46.6m (up 80% from FY 2021). Net income: AU$2.86m (up AU$2.51m from FY 2021). Profit margin: 6.1% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue.お知らせ • Aug 11Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million.Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million on August 11, 2022. The cash component of the acquisition consideration will be funded via a combination of the Vysarn's cash reserves and debt funding.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. CEO, MD & Director James Clement was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 24First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.006 (up from AU$0.002 in 1H 2021). Revenue: AU$22.3m (up 94% from 1H 2021). Net income: AU$2.42m (up 158% from 1H 2021). Profit margin: 11% (up from 8.2% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.お知らせ • Feb 02Vysarn Limited Appoints Matthew Power as Chief Financial OfficerVysarn Limited advised that Mr. Matthew Power has been appointed Chief Financial Officer. Mr. Power is currently the Company Secretary of Vysarn and the FinanceManager of the Company's wholly owned subsidiary Pentium Hydro Pty Ltd. (Pentium). Mr. Power joined Pentium in February 2020 and has since proven to be an invaluable resource in a variety of roles across finance, corporate governance and operations. The appointment of Mr. Power will be effective from 1 January 2022.お知らせ • Nov 24Vysarn Limited (ASX:VYS) completed the acquisition of Australian Groundwater Solutions Pty Ltd.Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 2.9 million on September 30, 2021. Under the agreement, Vysarn Limited will issue 5 million shares and will pay AUD 2.50 million in cash. The purchase price assumes that Yield is acquired debt-free. On completion of the acquisition Yield will become a wholly owned subsidiary of Vysarn. The current Managing Director and majority shareholder Dwayne Moppet, will remain with Australian Groundwater Solutions having agreed to enter into an executive employment agreement for a term of three years to lead and grow the business under Vysarn’s ownership. The cash component of the acquisition consideration will be funded via a combination of cash reserves and debt. Completion of the satisfaction and consummation of due diligence and executive employment agreement having been executed by no later than November 30, 2021 and acquisition will be effective from September 30, 2021. Vysarn Limited (ASX:VYS) completed the acquisition of Australian Groundwater Solutions Pty Ltd on November 23, 2021. Vysarn issued 5 million fully paid ordinary shares as part of consideration.お知らせ • Oct 02Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 7.5 million on September 30, 2021. Under the agreement, Vysarn Limited will acquire 100% of the issued shares in Australian Groundwater Solutions for a consideration of AUD 5 million worth of shares and AUD 2.50 million in cash. The purchase price assumes that Yield is acquired debt-free. On completion of the acquisition Yield will become a wholly owned subsidiary of Vysarn. The current Managing Director and majority shareholder Dwayne Moppet, will remain with Australian Groundwater Solutions having agreed to enter into an executive employment agreement for a term of three years to lead and grow the business under Vysarn’s ownership. The cash component of the acquisition consideration will be funded via a combination of cash reserves and debt. The acquisition will be effective from September 30, 2021 with completion of the satisfaction and consummation of due diligence and executive employment agreement having been executed by no later than November 30, 2021.Reported Earnings • Aug 29Full year 2021 earnings released: EPS AU$0.001 (vs AU$0.018 in FY 2020)The company reported a decent full year result with improved revenues, although earnings and profit margins were weaker. Full year 2021 results: Revenue: AU$26.4m (up 121% from FY 2020). Net income: AU$344.8k (down 93% from FY 2020). Profit margin: 1.3% (down from 41% in FY 2020). The decrease in margin was driven by higher expenses.Executive Departure • Jul 13Company Secretary Kyla Garic has left the companyOn the 30th of June, Kyla Garic's tenure as Company Secretary ended after 3.6 years in the role. We don't have any record of a personal shareholding under Kyla's name. A total of 2 executives have left over the last 12 months.分析記事 • May 14We Think Vysarn (ASX:VYS) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 03Vysarn Limited's (ASX:VYS) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already be aware that Vysarn's (ASX:VYS) stock increased significantly by 5.0% over the past month...お知らせ • Jan 29Vysarn Limited Announces Resignation of Mr. Chris Brophy as A Non-Executive DirectorVysarn Limited announced that resignation of Mr. Chris Brophy as a Non-Executive director of the Company, effective 28 January 2021. Mr. Brophy has recently accepted the position of Chief Executive Officer of a private company, and as such, felt that the time required to fulfil the obligations of his new role would not enable him to continue as a board member of Vysarn Ltd.Executive Departure • Jan 29Non-Executive Director has left the companyOn the 28th of January, Christopher Brophy's tenure as Non-Executive Director ended after 1.7 years in the role. As of September 2020, Christopher personally held 2.93m shares (AU$246k worth at the time). Christopher is the only executive to leave the company over the last 12 months.分析記事 • Dec 22We Wouldn't Rely On Vysarn's (ASX:VYS) Statutory Earnings As A GuideAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...株主還元VYSAU Metals and MiningAU 市場7D-4.4%1.3%-1.4%1Y83.1%55.7%3.0%株主還元を見る業界別リターン: VYS過去 1 年間で55.7 % の収益を上げたAustralian Metals and Mining業界を上回りました。リターン対市場: VYS過去 1 年間で3 % の収益を上げたAustralian市場を上回りました。価格変動Is VYS's price volatile compared to industry and market?VYS volatilityVYS Average Weekly Movement8.9%Metals and Mining Industry Average Movement12.2%Market Average Movement10.4%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.4%安定した株価: VYS 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: VYSの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007n/aJames Clementwww.vysarn.com.auバイサルン・リミテッド（Vysarn Limited）は、オーストラリアの資源、都市開発、政府、公益事業など様々な分野に水サービスを提供している。産業、技術、アドバイザリー、その他の分野で事業を展開。水文地質学的掘削、試験揚水、再注入水サービス、水インフラエンジニアリングコンサルタントを提供している。また、水文地質学、水文学、環境計画における水管理コンサルティングサービス、脱水サービス、地下水管理サービス、帯水層涵養と水理工学ソリューション、資産管理サービス、カスタム廃水処理プラントの設計、建設、運営も行っている。バイサルン・リミテッドは2007年に法人化され、オーストラリアのウェスト・パースに本社を置いている。もっと見るVysarn Limited 基礎のまとめVysarn の収益と売上を時価総額と比較するとどうか。VYS 基礎統計学時価総額AU$400.86m収益（TTM）AU$14.38m売上高(TTM)AU$132.32m27.9xPER（株価収益率3.0xP/SレシオVYS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VYS 損益計算書（TTM）収益AU$132.32m売上原価AU$87.51m売上総利益AU$44.81mその他の費用AU$30.43m収益AU$14.38m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.027グロス・マージン33.87%純利益率10.87%有利子負債／自己資本比率0.2%VYS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/17 00:06終値2026/05/15 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vysarn Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関James FerrierCanaccord GenuityNicholas RawlinsonMorgans Financial Limited
Reported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.014 (vs AU$0.008 in 1H 2025)First half 2026 results: EPS: AU$0.014 (up from AU$0.008 in 1H 2025). Revenue: AU$66.8m (up 63% from 1H 2025). Net income: AU$7.25m (up 103% from 1H 2025). Profit margin: 11% (up from 8.7% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 24Price target increased by 19% to AU$0.82Up from AU$0.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of AU$0.83. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.027 for next year compared to AU$0.021 last year.
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$0.70. The fair value is estimated to be AU$0.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
分析記事 • Jan 23Earnings Not Telling The Story For Vysarn Limited (ASX:VYS) After Shares Rise 26%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Buy Or Sell Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to AU$0.70. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
分析記事 • Dec 30Are Investors Undervaluing Vysarn Limited (ASX:VYS) By 22%?Key Insights Vysarn's estimated fair value is AU$0.89 based on 2 Stage Free Cash Flow to Equity Current share price of...
Reported Earnings • Feb 25First half 2026 earnings released: EPS: AU$0.014 (vs AU$0.008 in 1H 2025)First half 2026 results: EPS: AU$0.014 (up from AU$0.008 in 1H 2025). Revenue: AU$66.8m (up 63% from 1H 2025). Net income: AU$7.25m (up 103% from 1H 2025). Profit margin: 11% (up from 8.7% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 104% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 24Price target increased by 19% to AU$0.82Up from AU$0.69, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of AU$0.83. Stock is up 105% over the past year. The company is forecast to post earnings per share of AU$0.027 for next year compared to AU$0.021 last year.
Buy Or Sell Opportunity • Feb 05Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$0.70. The fair value is estimated to be AU$0.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
分析記事 • Jan 23Earnings Not Telling The Story For Vysarn Limited (ASX:VYS) After Shares Rise 26%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 26% share price jump in the last month...
Buy Or Sell Opportunity • Jan 05Now 21% undervaluedOver the last 90 days, the stock has risen 19% to AU$0.70. The fair value is estimated to be AU$0.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
分析記事 • Dec 30Are Investors Undervaluing Vysarn Limited (ASX:VYS) By 22%?Key Insights Vysarn's estimated fair value is AU$0.89 based on 2 Stage Free Cash Flow to Equity Current share price of...
Price Target Changed • Nov 28Price target increased by 12% to AU$0.69Up from AU$0.61, the current price target is an average from 2 analysts. New target price is 9.5% above last closing price of AU$0.63. Stock is up 42% over the past year. The company is forecast to post earnings per share of AU$0.028 for next year compared to AU$0.021 last year.
お知らせ • Oct 28Vysarn Limited, Annual General Meeting, Nov 27, 2025Vysarn Limited, Annual General Meeting, Nov 27, 2025. Location: wardroom, south of perth yacht club, canning beach road, applecross, western australia, 6005, Australia
Buy Or Sell Opportunity • Oct 13Now 21% undervaluedOver the last 90 days, the stock has risen 3.5% to AU$0.59. The fair value is estimated to be AU$0.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 45%.
Price Target Changed • Aug 25Price target increased by 10% to AU$0.64Up from AU$0.58, the current price target is an average from 2 analysts. New target price is 21% above last closing price of AU$0.53. Stock is up 45% over the past year. The company is forecast to post earnings per share of AU$0.028 for next year compared to AU$0.021 last year.
Reported Earnings • Aug 22Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: AU$0.021 (up from AU$0.02 in FY 2024). Revenue: AU$106.5m (up 40% from FY 2024). Net income: AU$10.7m (up 34% from FY 2024). Profit margin: 10.0% (in line with FY 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 08Now 20% undervaluedOver the last 90 days, the stock has risen 42% to AU$0.52. The fair value is estimated to be AU$0.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 54%.
お知らせ • Feb 14Vysarn Limited Announces Board AppointmentsVysarn Limited announced the appointment of Mr. Steve Dropulich and Mr. Shane McSweeney to the Board of Directors of the Company with effect from 10 February 2025. Messrs Dropulich and McSweeney have been appointed to the Board as Executive Directors and will bring critical experience to assist in Vysarn's next phase of strategy development and execution, integration and executive oversight of recent transformational acquisitions, as well as operational responsibilities covering all Company industrial and advisory subsidiaries. Importantly, the appointments of Messrs Dropulich and McSweeney provides the Company with greater breadth in group executive experience and governance as Vysarn targets its next phase of long term sustainable growth. As previously advised, current Vysarn Executive Director Mr. Sheldon Burt will step back into the role of Non-Executive Director. Brief profiles of Mr. Dropulich and Mr. McSweeney are provided below: Mr. Steve Dropulich is a 30 year veteran of the Australian energy and infrastructure services sector having established and led market leading contracting companies in senior executive management roles across both public and private business. During his career Mr. Dropulich has developed extensive experience in financial and commercial management, establishment of high performing teams, strategy formation and execution, as well as driving operational excellence. Prior to joining Vysarn, Mr. Dropulich was a founding Director of an ASX listed energy and infrastructure services company, where he was the Managing Director for over 10 years until its acquisition by an international industrial services group in 2021. Following the acquisition, Mr. Dropulich held the role of Executive Director of Operations for the new owner's Australian region. Mr. Dropulich holds a Bachelor of Commerce in accounting and business law and is a member of both the Institute of Chartered Accountants and the Australian Institute of Company Directors. Mr. Dropulich is currently the Chief Operating Officer of the Company with a prime focus on leading the operations of Vysarn's industrial subsidiaries. Mr. Shane McSweeney is an accomplished executive leader, bringing with him extensive experience in advisory services, strategic management, operational excellence and corporate governance. Mr. McSweeney has a proven track record in advisory roles, leading teams, driving business growth and delivering value for clients and shareholders. Mr. McSweeney's career spans almost two decades in consultancy practices encompassing senior leadership roles in consultancy and advisory businesses focusing on water services across diverse industries. He has demonstrated a strong ability to deliver advisory services in the water sector, navigate complex environments, develop businesses and implement transformative strategies. His strength lies in fostering inclusive and high-performance cultures, and steering companies through periods of significant growth and change. Mr. McSweeney holds a Bachelor of Science in Environmental Science, a Master in Environmental Engineering and is a Graduate of the Australian Institute of Company Directors. Mr. McSweeney is currently the General Manager of Pentium Water and is a director of CMP Consulting Group. He has a prime focus on leading the operations of Vysarn's advisory subsidiaries.
分析記事 • Jan 31Vysarn Limited (ASX:VYS) Not Flying Under The RadarVysarn Limited's ( ASX:VYS ) price-to-earnings (or "P/E") ratio of 29.9x might make it look like a strong sell right...
分析記事 • Dec 23Here's Why Vysarn (ASX:VYS) Has Caught The Eye Of InvestorsThe excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • Nov 21Vysarn Limited (ASX:VYS) completed the acquisition of Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into binding share sale agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million on August 30, 2024. A cash consideration of AUD 7.5 million will be paid by Vysarn Limited. The transaction is subject to consummation of due diligence investigation and obtaining financing. The expected completion of the transaction is September 1, 2024. Vysarn Limited (ASX:VYS) completed the acquisition of Waste Water Services Pty Ltd from Jerry Horgan on November 21, 2024.
お知らせ • Oct 16Vysarn Limited, Annual General Meeting, Nov 21, 2024Vysarn Limited, Annual General Meeting, Nov 21, 2024. Location: wardroom, south of perth yacht club, canning beach road, applecross, western australia, 6005, Australia
お知らせ • Sep 19Vysarn Limited has completed a Follow-on Equity Offering in the amount of AUD 38.195586 million.Vysarn Limited has completed a Follow-on Equity Offering in the amount of AUD 38.195586 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 95,488,965 Price\Range: AUD 0.4 Discount Per Security: AUD 0.016 Transaction Features: Subsequent Direct Listing
分析記事 • Sep 13Market Participants Recognise Vysarn Limited's (ASX:VYS) Earnings Pushing Shares 29% HigherVysarn Limited ( ASX:VYS ) shares have continued their recent momentum with a 29% gain in the last month alone. The...
お知らせ • Aug 30Vysarn Limited (ASX:VYS) entered into binding Share Sale Agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into binding Share Sale Agreement to acquire Waste Water Services Pty Ltd from Jerry Horgan for AUD 7.5 million on August 30, 2024. A cash consideration of AUD 7.5 million will be paid by Vysarn Limited. The transaction is subject to consummation of due diligence investigation and obtaining financing. The expected completion of the transaction is September 1, 2024.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.02 (vs AU$0.01 in FY 2023)Full year 2024 results: EPS: AU$0.02 (up from AU$0.01 in FY 2023). Revenue: AU$75.9m (up 17% from FY 2023). Net income: AU$7.96m (up 106% from FY 2023). Profit margin: 11% (up from 6.0% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 62% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 26Further Upside For Vysarn Limited (ASX:VYS) Shares Could Introduce Price Risks After 31% BounceVysarn Limited ( ASX:VYS ) shares have continued their recent momentum with a 31% gain in the last month alone. The...
お知らせ • Jul 12Vysarn Limited Announces the Appointment of Steve Dropulich as Chief Operating OfficerVysarn Limited announced that the Company has appointed Mr. Steve Dropulich as Chief Operating Officer (COO). Mr. Dropulich is a 30 year veteran of the Australian energy and infrastructure services sector having established and led market leading contracting companies in senior executive management roles across both public and private business. During his career Mr. Dropulich has developed extensive experience in financial and commercial management, establishment of high performing teams, strategy formation and execution, as well as driving operational excellence. Prior to joining Vysarn, Mr. Dropulich was a founder of ASX listed energy and infrastructure services group Valmec Limited, where he was the Managing Director for over 10 years until its acquisition in 2021 by French company, Altrad Group. Following the acquisition, Mr. Dropulich held the role of Altrad’s Executive Director of Operations for the Australian region. Mr. Dropulich holds a Bachelor of Commerce in accounting and business law, is a Chartered Accountant, and is a member of the Australian Institute of Company Directors. As previously stated by the Company, in preparation for Vysarn’s next leg of growth an appropriate level of investment will be made in key senior human resources to provide greater depth and capability within the Company’s executive leadership team.
分析記事 • Jul 12Here's Why We Think Vysarn (ASX:VYS) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
New Risk • Jul 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Market cap is less than US$100m (AU$119.3m market cap, or US$80.6m).
Recent Insider Transactions Derivative • Jul 05CEO, MD & Director exercised options to buy AU$2.9m worth of stock.On the 2nd of July, James Clement exercised options to buy 10m shares at a strike price of around AU$0.075, costing a total of AU$750k. This transaction amounted to 59% of their direct individual holding at the time of the trade. Since September 2023, James has owned 16.83m shares directly. Company insiders have collectively bought AU$1.5m more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • May 23Vysarn Limited (ASX:VYS) Held Back By Insufficient Growth Even After Shares Climb 28%Vysarn Limited ( ASX:VYS ) shareholders have had their patience rewarded with a 28% share price jump in the last month...
分析記事 • Mar 27Here's Why We Think Vysarn (ASX:VYS) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Feb 24Here's Why Vysarn (ASX:VYS) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 • Nov 17Shareholders Will Probably Hold Off On Increasing Vysarn Limited's (ASX:VYS) CEO Compensation For The Time BeingKey Insights Vysarn will host its Annual General Meeting on 23rd of November CEO James Clement's total compensation...
分析記事 • Nov 15We Think Vysarn (ASX:VYS) Can Stay On Top Of Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Oct 17Vysarn Limited, Annual General Meeting, Nov 23, 2023Vysarn Limited, Annual General Meeting, Nov 23, 2023, at 16:00 W. Australia Standard Time. Location: Wardroom South of Perth Yacht Club Canning Beach Road Applecross Western Australia Australia Agenda: To receive and consider the Annual Report of the Company for the financial year ended 30 June 2023, which includes the Financial Report, the Directors' Report and the Auditor's Report; to consider Remuneration Report; to consider Re-election of Director Mr Peter Hutchinson; to consider Approval of 10% Placement Facility; to consider Approval for Director Loan for exercise of Incentive Options; and to consider other matters if any.
分析記事 • Sep 02Vysarn Limited's (ASX:VYS) 28% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Vysarn Limited ( ASX:VYS ) shares have been powering on, with a gain of 28% in the last...
Reported Earnings • Aug 25Full year 2023 earnings released: EPS: AU$0.01 (vs AU$0.007 in FY 2022)Full year 2023 results: EPS: AU$0.01 (up from AU$0.007 in FY 2022). Revenue: AU$65.0m (up 40% from FY 2022). Net income: AU$3.87m (up 36% from FY 2022). Profit margin: 6.0% (down from 6.2% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
お知らせ • Jul 17Vysarn Limited Revises Earnings Guidance for the Financial Year to 30 June 2023Vysarn Limited provided revised earnings guidance for the financial year to 30 June 2023. The Company forecasts to deliver Net Profit Before Tax (NPBT) of $6.8 million to $7 million.
分析記事 • Jun 23Estimating The Fair Value Of Vysarn Limited (ASX:VYS)Key Insights Vysarn's estimated fair value is AU$0.14 based on 2 Stage Free Cash Flow to Equity With AU$0.14 share...
お知らせ • May 13Vysarn Limited Revises Earnings Guidance for the Fiscal Year 2023Vysarn Limited revised earnings guidance for the fiscal year 2023. The company forecasts to deliver Net Profit Before Tax (NPBT) of $6.0 million to $6.5 million in fiscal year 2023. Previous guidance was $5.1 million NPBT.
Recent Insider Transactions Derivative • May 12Non-Executive Chairman exercised options to buy AU$1.2m worth of stock.On the 4th of May, Peter Hutchinson exercised options to buy 10m shares at a strike price of around AU$0.054, costing a total of AU$540k. This transaction amounted to 17% of their direct individual holding at the time of the trade. Since June 2022, Peter's direct individual holding has increased from 57.00m shares to 59.10m. Company insiders have collectively bought AU$837k more than they sold, via options and on-market transactions, in the last 12 months.
分析記事 • Mar 31Vysarn (ASX:VYS) Has A Somewhat Strained Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Feb 25First half 2023 earnings released: EPS: AU$0 (vs AU$0.006 in 1H 2022)First half 2023 results: EPS: AU$0 (down from AU$0.006 in 1H 2022). Revenue: AU$29.2m (up 31% from 1H 2022). Net loss: AU$55.3k (down 102% from profit in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Nov 17Most Shareholders Will Probably Agree With Vysarn Limited's (ASX:VYS) CEO CompensationCEO James Clement has done a decent job of delivering relatively good performance at Vysarn Limited ( ASX:VYS...
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. CEO, MD & Director James Clement was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 04Vysarn Limited (ASX:VYS) acquired Project Engineering (WA) Pty Ltd.Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million on August 11, 2022. The cash component of the acquisition consideration will be funded via a combination of the Vysarn's cash reserves and debt funding. Vysarn Limited (ASX:VYS) completed the acquisition of Project Engineering (WA) Pty Ltd on October 3, 2022.
お知らせ • Sep 21Vysarn Limited, Annual General Meeting, Nov 24, 2022Vysarn Limited, Annual General Meeting, Nov 24, 2022. Agenda: Annual General Meeting.
Recent Insider Transactions • Sep 16Non-Executive Chairman recently bought AU$142k worth of stockOn the 14th of September, Peter Hutchinson bought around 2m shares on-market at roughly AU$0.075 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of AU$224k worth in shares.
Reported Earnings • Aug 26Full year 2022 earnings released: EPS: AU$0.007 (vs AU$0.001 in FY 2021)Full year 2022 results: EPS: AU$0.007 (up from AU$0.001 in FY 2021). Revenue: AU$46.6m (up 80% from FY 2021). Net income: AU$2.86m (up AU$2.51m from FY 2021). Profit margin: 6.1% (up from 1.3% in FY 2021). The increase in margin was driven by higher revenue.
お知らせ • Aug 11Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million.Vysarn Limited (ASX:VYS) entered into an agreement to acquire Project Engineering (WA) Pty Ltd for AUD2.60 million on August 11, 2022. The cash component of the acquisition consideration will be funded via a combination of the Vysarn's cash reserves and debt funding.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 3 non-independent directors. CEO, MD & Director James Clement was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 24First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.006 (up from AU$0.002 in 1H 2021). Revenue: AU$22.3m (up 94% from 1H 2021). Net income: AU$2.42m (up 158% from 1H 2021). Profit margin: 11% (up from 8.2% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
お知らせ • Feb 02Vysarn Limited Appoints Matthew Power as Chief Financial OfficerVysarn Limited advised that Mr. Matthew Power has been appointed Chief Financial Officer. Mr. Power is currently the Company Secretary of Vysarn and the FinanceManager of the Company's wholly owned subsidiary Pentium Hydro Pty Ltd. (Pentium). Mr. Power joined Pentium in February 2020 and has since proven to be an invaluable resource in a variety of roles across finance, corporate governance and operations. The appointment of Mr. Power will be effective from 1 January 2022.
お知らせ • Nov 24Vysarn Limited (ASX:VYS) completed the acquisition of Australian Groundwater Solutions Pty Ltd.Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 2.9 million on September 30, 2021. Under the agreement, Vysarn Limited will issue 5 million shares and will pay AUD 2.50 million in cash. The purchase price assumes that Yield is acquired debt-free. On completion of the acquisition Yield will become a wholly owned subsidiary of Vysarn. The current Managing Director and majority shareholder Dwayne Moppet, will remain with Australian Groundwater Solutions having agreed to enter into an executive employment agreement for a term of three years to lead and grow the business under Vysarn’s ownership. The cash component of the acquisition consideration will be funded via a combination of cash reserves and debt. Completion of the satisfaction and consummation of due diligence and executive employment agreement having been executed by no later than November 30, 2021 and acquisition will be effective from September 30, 2021. Vysarn Limited (ASX:VYS) completed the acquisition of Australian Groundwater Solutions Pty Ltd on November 23, 2021. Vysarn issued 5 million fully paid ordinary shares as part of consideration.
お知らせ • Oct 02Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 7.5 million.Vysarn Limited (ASX:VYS) entered into a binding Share Sale Agreement to acquire Australian Groundwater Solutions Pty Ltd for AUD 7.5 million on September 30, 2021. Under the agreement, Vysarn Limited will acquire 100% of the issued shares in Australian Groundwater Solutions for a consideration of AUD 5 million worth of shares and AUD 2.50 million in cash. The purchase price assumes that Yield is acquired debt-free. On completion of the acquisition Yield will become a wholly owned subsidiary of Vysarn. The current Managing Director and majority shareholder Dwayne Moppet, will remain with Australian Groundwater Solutions having agreed to enter into an executive employment agreement for a term of three years to lead and grow the business under Vysarn’s ownership. The cash component of the acquisition consideration will be funded via a combination of cash reserves and debt. The acquisition will be effective from September 30, 2021 with completion of the satisfaction and consummation of due diligence and executive employment agreement having been executed by no later than November 30, 2021.
Reported Earnings • Aug 29Full year 2021 earnings released: EPS AU$0.001 (vs AU$0.018 in FY 2020)The company reported a decent full year result with improved revenues, although earnings and profit margins were weaker. Full year 2021 results: Revenue: AU$26.4m (up 121% from FY 2020). Net income: AU$344.8k (down 93% from FY 2020). Profit margin: 1.3% (down from 41% in FY 2020). The decrease in margin was driven by higher expenses.
Executive Departure • Jul 13Company Secretary Kyla Garic has left the companyOn the 30th of June, Kyla Garic's tenure as Company Secretary ended after 3.6 years in the role. We don't have any record of a personal shareholding under Kyla's name. A total of 2 executives have left over the last 12 months.
分析記事 • May 14We Think Vysarn (ASX:VYS) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 03Vysarn Limited's (ASX:VYS) Financials Are Too Obscure To Link With Current Share Price Momentum: What's In Store For the Stock?Most readers would already be aware that Vysarn's (ASX:VYS) stock increased significantly by 5.0% over the past month...
お知らせ • Jan 29Vysarn Limited Announces Resignation of Mr. Chris Brophy as A Non-Executive DirectorVysarn Limited announced that resignation of Mr. Chris Brophy as a Non-Executive director of the Company, effective 28 January 2021. Mr. Brophy has recently accepted the position of Chief Executive Officer of a private company, and as such, felt that the time required to fulfil the obligations of his new role would not enable him to continue as a board member of Vysarn Ltd.
Executive Departure • Jan 29Non-Executive Director has left the companyOn the 28th of January, Christopher Brophy's tenure as Non-Executive Director ended after 1.7 years in the role. As of September 2020, Christopher personally held 2.93m shares (AU$246k worth at the time). Christopher is the only executive to leave the company over the last 12 months.
分析記事 • Dec 22We Wouldn't Rely On Vysarn's (ASX:VYS) Statutory Earnings As A GuideAs a general rule, we think profitable companies are less risky than companies that lose money. Having said that...
