This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsA2B Australia（A2B）株式概要A2B Australia Limited, together with its subsidiaries, provides technologies, bookings, dispatch, payment, and taxi related services in Australia. 詳細A2B 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0/6過去の実績3/6財務の健全性4/6配当金2/6報酬株価収益率（ 2.4 x） Australian市場（ 17.1 x）を下回っています。今年は黒字化を達成 リスク分析高いレベルの非現金収入 3.46%の配当はフリーキャッシュフローで十分にカバーされていない 過去1年間で株主の希薄化が進んだ すべてのリスクチェックを見るA2B 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$1.44129.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-34m202m2016201920222025202620282031Revenue AU$106.0mEarnings AU$49.4mAdvancedSet Fair ValueView all narrativesA2B Australia Limited 競合他社Kelsian GroupSymbol: ASX:KLSMarket cap: AU$1.1bLindsay AustraliaSymbol: ASX:LAUMarket cap: AU$197.8mSilk Logistics HoldingsSymbol: ASX:SLHMarket cap: AU$174.5mCTI LogisticsSymbol: ASX:CLXMarket cap: AU$155.7m価格と性能株価の高値、安値、推移の概要A2B Australia過去の株価現在の株価AU$1.4452週高値AU$2.2352週安値AU$1.35ベータ1.251ヶ月の変化0.70%3ヶ月変化1.94%1年変化-7.53%3年間の変化23.82%5年間の変化-31.64%IPOからの変化-63.30%最新ニュースNew Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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: Major Risk High level of non-cash earnings (170% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).Reported Earnings • Feb 19First half 2024 earnings released: EPS: AU$0.41 (vs AU$0.03 in 1H 2023)First half 2024 results: EPS: AU$0.41 (up from AU$0.03 in 1H 2023). Revenue: AU$82.3m (up 14% from 1H 2023). Net income: AU$51.0m (up AU$47.3m from 1H 2023). Profit margin: 62% (up from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29A2B Australia Limited to Report First Half, 2024 Results on Feb 16, 2024A2B Australia Limited announced that they will report first half, 2024 results on Feb 16, 2024Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to AU$1.42, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 77% over the past three years.Upcoming Dividend • Jan 05Upcoming dividend of AU$0.60 per share at 2.3% yieldEligible shareholders must have bought the stock before 12 January 2024. Payment date: 30 January 2024. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.7%).お知らせ • Dec 23A2B Australia Limited Declares Ordinary Fully Paid Special Dividend, Payable on January 30 2024The Directors of A2B Australia Limited have declared a ordinary fully paid special dividend of AUD 0.60000000 per share. The record date: January 15, 2024. Ex Date: January 12, 2024. Payment Date: January 30 2024.最新情報をもっと見るRecent updatesNew Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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: Major Risk High level of non-cash earnings (170% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).Reported Earnings • Feb 19First half 2024 earnings released: EPS: AU$0.41 (vs AU$0.03 in 1H 2023)First half 2024 results: EPS: AU$0.41 (up from AU$0.03 in 1H 2023). Revenue: AU$82.3m (up 14% from 1H 2023). Net income: AU$51.0m (up AU$47.3m from 1H 2023). Profit margin: 62% (up from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29A2B Australia Limited to Report First Half, 2024 Results on Feb 16, 2024A2B Australia Limited announced that they will report first half, 2024 results on Feb 16, 2024Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to AU$1.42, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 77% over the past three years.Upcoming Dividend • Jan 05Upcoming dividend of AU$0.60 per share at 2.3% yieldEligible shareholders must have bought the stock before 12 January 2024. Payment date: 30 January 2024. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.7%).お知らせ • Dec 23A2B Australia Limited Declares Ordinary Fully Paid Special Dividend, Payable on January 30 2024The Directors of A2B Australia Limited have declared a ordinary fully paid special dividend of AUD 0.60000000 per share. The record date: January 15, 2024. Ex Date: January 12, 2024. Payment Date: January 30 2024.Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to AU$2.15, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 85% over the past three years.New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 27% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 26x cash flows per share).Upcoming Dividend • Sep 21Upcoming dividend of AU$0.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 October 2023. Trailing yield: 3.0%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (4.0%).お知らせ • Aug 23A2B Australia Limited Declares Fully Franked Final Dividend for the Period Ended June 30, 2023, Payable on 26 October 2023The Directors of A2B Australia Limited have declared a fully franked final dividend of AUD 0.05 per share for the Period Ended June 30, 2023. The record date: 29 September 2023. Ex Date: 28 September 2023. Payment Date: October 26, 2023.New Risk • Aug 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 26x cash flows per share. Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 26x cash flows per share).お知らせ • Aug 22A2B Australia Limited, Annual General Meeting, Nov 06, 2023A2B Australia Limited, Annual General Meeting, Nov 06, 2023, at 11:00 E. Australia Standard Time. Location: The Gold Melting Room, The Mint, 10 Macquarie Street Sydney AustraliaReported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.23 loss in FY 2022)Full year 2023 results: EPS: AU$0.22 (up from AU$0.23 loss in FY 2022). Revenue: AU$170.4m (up 35% from FY 2022). Net income: AU$26.8m (up AU$54.9m from FY 2022). Profit margin: 16% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 18A2B Australia Limited to Report Fiscal Year 2023 Results on Aug 22, 2023A2B Australia Limited announced that they will report fiscal year 2023 results on Aug 22, 2023Board Change • Apr 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Cliff Rosenberg is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.03 (vs AU$0.057 loss in 1H 2022)First half 2023 results: EPS: AU$0.03 (up from AU$0.057 loss in 1H 2022). Revenue: AU$72.3m (up 21% from 1H 2022). Net income: AU$3.66m (up AU$10.5m from 1H 2022). Profit margin: 5.1% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Feb 07A2B Australia Limited to Report First Half, 2023 Results on Feb 21, 2023A2B Australia Limited announced that they will report first half, 2023 results on Feb 21, 2023お知らせ • Jan 23A2B Australia Limited Announces General Counsel and Company Secretary ChangesA2B Australia Limited announced that Howard Edelman has been appointed General Counsel and Company Secretary effective 23 January 2023. He brings with him almost 30 years of corporate and commercial experience across a variety of industries, including technology, financial services,manufacturing, infrastructure and retail. Howard joins A2B having previously worked as General Counsel and Company Secretary at RealPet Food Company, CSG Limited, AUB Group Limited, CIMB Australia and iSoft Group Limited. He has also held senior roles with AustralianSuper and Super Retail Group. Howard sits on the National Executive Committee for the Australian Association of Corporate Counsel (ACC) and is also VicePresident of ACC NSW. Howard Edelman will be the Company's representative responsible for communication with the ASX under Listing Rule 12.6. Adrian Lucchese has resigned as General Counsel and Company Secretary of A2B after serving in the role for more than eight years.Recent Insider Transactions • Sep 06Independent Non-Executive Director recently bought AU$50k worth of stockOn the 2nd of September, Jennifer Horrigan bought around 42k shares on-market at roughly AU$1.20 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$107k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.23 loss per share (vs AU$0.15 loss in FY 2021)Full year 2022 results: AU$0.23 loss per share (down from AU$0.15 loss in FY 2021). Revenue: AU$126.1m (up 11% from FY 2021). Net loss: AU$28.1m (loss widened 54% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: AU$0.051 loss per share (up from AU$0.052 loss in 1H 2021). Revenue: AU$59.7m (up 18% from 1H 2021). Net loss: AU$6.70m (loss widened 7.6% from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 28Full year 2021 earnings released: AU$0.15 loss per share (vs AU$0.20 loss in FY 2020)The company reported a mediocre full year result with weaker revenues, although its control over expenses remained stable and losses reduced. Full year 2021 results: Revenue: AU$131.4m (down 23% from FY 2020). Net loss: AU$18.3m (loss narrowed 23% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Reported Earnings • Mar 02First half 2021 earnings released: AU$0.052 loss per share (vs AU$0.029 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$50.7m (down 52% from 1H 2020). Net loss: AU$6.23m (down 277% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 19New 90-day high: AU$1.12The company is up 22% from its price of AU$0.92 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 10.0% over the same period.株主還元A2BAU TransportationAU 市場7D0%-1.8%0.5%1Y-7.5%39.5%2.5%株主還元を見る業界別リターン: A2B過去 1 年間で39.5 % の収益を上げたAustralian Transportation業界を下回りました。リターン対市場: A2Bは、過去 1 年間で2.5 % のリターンを上げたAustralian市場を下回りました。価格変動Is A2B's price volatile compared to industry and market?A2B volatilityA2B Average Weekly Movement10.2%Transportation Industry Average Movement5.1%Market Average Movement10.3%10% most volatile stocks in AU Market17.3%10% least volatile stocks in AU Market4.2%安定した株価: A2Bの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: A2Bの 週次ボラティリティ ( 10% ) 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1976n/an/awww.a2baustralia.comもっと見るA2B Australia Limited 基礎のまとめA2B Australia の収益と売上を時価総額と比較するとどうか。A2B 基礎統計学時価総額AU$181.28m収益（TTM）AU$74.09m売上高(TTM)AU$158.86m2.4xPER（株価収益率1.1xP/SレシオA2B 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A2B 損益計算書（TTM）収益AU$158.86m売上原価AU$36.83m売上総利益AU$122.03mその他の費用AU$47.94m収益AU$74.09m直近の収益報告Dec 31, 2023次回決算日該当なし一株当たり利益（EPS）0.59グロス・マージン76.82%純利益率46.64%有利子負債／自己資本比率15.8%A2B の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.5%現在の配当利回り8%配当性向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2024/04/11 09:06終値2024/04/11 00:00収益2023/12/31年間収益2023/06/30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A2B Australia Limited 0 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。7 アナリスト機関James FerrierCanaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd.Tim PlumbeCGS InternationalDouglas FarrellDeutsche Bank4 その他のアナリストを表示
New Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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: Major Risk High level of non-cash earnings (170% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).
Reported Earnings • Feb 19First half 2024 earnings released: EPS: AU$0.41 (vs AU$0.03 in 1H 2023)First half 2024 results: EPS: AU$0.41 (up from AU$0.03 in 1H 2023). Revenue: AU$82.3m (up 14% from 1H 2023). Net income: AU$51.0m (up AU$47.3m from 1H 2023). Profit margin: 62% (up from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29A2B Australia Limited to Report First Half, 2024 Results on Feb 16, 2024A2B Australia Limited announced that they will report first half, 2024 results on Feb 16, 2024
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to AU$1.42, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 77% over the past three years.
Upcoming Dividend • Jan 05Upcoming dividend of AU$0.60 per share at 2.3% yieldEligible shareholders must have bought the stock before 12 January 2024. Payment date: 30 January 2024. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.7%).
お知らせ • Dec 23A2B Australia Limited Declares Ordinary Fully Paid Special Dividend, Payable on January 30 2024The Directors of A2B Australia Limited have declared a ordinary fully paid special dividend of AUD 0.60000000 per share. The record date: January 15, 2024. Ex Date: January 12, 2024. Payment Date: January 30 2024.
New Risk • Mar 29New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.5% 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: Major Risk High level of non-cash earnings (170% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (3.5% increase in shares outstanding).
Reported Earnings • Feb 19First half 2024 earnings released: EPS: AU$0.41 (vs AU$0.03 in 1H 2023)First half 2024 results: EPS: AU$0.41 (up from AU$0.03 in 1H 2023). Revenue: AU$82.3m (up 14% from 1H 2023). Net income: AU$51.0m (up AU$47.3m from 1H 2023). Profit margin: 62% (up from 5.1% in 1H 2023). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29A2B Australia Limited to Report First Half, 2024 Results on Feb 16, 2024A2B Australia Limited announced that they will report first half, 2024 results on Feb 16, 2024
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment deteriorates as stock falls 33%After last week's 33% share price decline to AU$1.42, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 77% over the past three years.
Upcoming Dividend • Jan 05Upcoming dividend of AU$0.60 per share at 2.3% yieldEligible shareholders must have bought the stock before 12 January 2024. Payment date: 30 January 2024. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (6.9%). Lower than average of industry peers (3.7%).
お知らせ • Dec 23A2B Australia Limited Declares Ordinary Fully Paid Special Dividend, Payable on January 30 2024The Directors of A2B Australia Limited have declared a ordinary fully paid special dividend of AUD 0.60000000 per share. The record date: January 15, 2024. Ex Date: January 12, 2024. Payment Date: January 30 2024.
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 21%After last week's 21% share price gain to AU$2.15, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Transportation industry in Oceania. Total returns to shareholders of 85% over the past three years.
New Risk • Nov 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 27% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 27% per year for the foreseeable future. High level of non-cash earnings (28% accrual ratio). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 26x cash flows per share).
Upcoming Dividend • Sep 21Upcoming dividend of AU$0.05 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 October 2023. Trailing yield: 3.0%. Lower than top quartile of Australian dividend payers (7.1%). Lower than average of industry peers (4.0%).
お知らせ • Aug 23A2B Australia Limited Declares Fully Franked Final Dividend for the Period Ended June 30, 2023, Payable on 26 October 2023The Directors of A2B Australia Limited have declared a fully franked final dividend of AUD 0.05 per share for the Period Ended June 30, 2023. The record date: 29 September 2023. Ex Date: 28 September 2023. Payment Date: October 26, 2023.
New Risk • Aug 23New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 26x cash flows per share. Dividend yield: 3.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Dividend is not well covered by cash flows (dividend per share is over 26x cash flows per share).
お知らせ • Aug 22A2B Australia Limited, Annual General Meeting, Nov 06, 2023A2B Australia Limited, Annual General Meeting, Nov 06, 2023, at 11:00 E. Australia Standard Time. Location: The Gold Melting Room, The Mint, 10 Macquarie Street Sydney Australia
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.22 (vs AU$0.23 loss in FY 2022)Full year 2023 results: EPS: AU$0.22 (up from AU$0.23 loss in FY 2022). Revenue: AU$170.4m (up 35% from FY 2022). Net income: AU$26.8m (up AU$54.9m from FY 2022). Profit margin: 16% (up from net loss in FY 2022). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 18A2B Australia Limited to Report Fiscal Year 2023 Results on Aug 22, 2023A2B Australia Limited announced that they will report fiscal year 2023 results on Aug 22, 2023
Board Change • Apr 01High number of new and inexperienced directorsThere are 4 new directors who have joined the board in the last 3 years. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. Independent Non-Executive Director Cliff Rosenberg is the most experienced director on the board, commencing their role in 2017. The company’s lack of experienced directors is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.03 (vs AU$0.057 loss in 1H 2022)First half 2023 results: EPS: AU$0.03 (up from AU$0.057 loss in 1H 2022). Revenue: AU$72.3m (up 21% from 1H 2022). Net income: AU$3.66m (up AU$10.5m from 1H 2022). Profit margin: 5.1% (up from net loss in 1H 2022). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 07A2B Australia Limited to Report First Half, 2023 Results on Feb 21, 2023A2B Australia Limited announced that they will report first half, 2023 results on Feb 21, 2023
お知らせ • Jan 23A2B Australia Limited Announces General Counsel and Company Secretary ChangesA2B Australia Limited announced that Howard Edelman has been appointed General Counsel and Company Secretary effective 23 January 2023. He brings with him almost 30 years of corporate and commercial experience across a variety of industries, including technology, financial services,manufacturing, infrastructure and retail. Howard joins A2B having previously worked as General Counsel and Company Secretary at RealPet Food Company, CSG Limited, AUB Group Limited, CIMB Australia and iSoft Group Limited. He has also held senior roles with AustralianSuper and Super Retail Group. Howard sits on the National Executive Committee for the Australian Association of Corporate Counsel (ACC) and is also VicePresident of ACC NSW. Howard Edelman will be the Company's representative responsible for communication with the ASX under Listing Rule 12.6. Adrian Lucchese has resigned as General Counsel and Company Secretary of A2B after serving in the role for more than eight years.
Recent Insider Transactions • Sep 06Independent Non-Executive Director recently bought AU$50k worth of stockOn the 2nd of September, Jennifer Horrigan bought around 42k shares on-market at roughly AU$1.20 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$107k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 24Full year 2022 earnings released: AU$0.23 loss per share (vs AU$0.15 loss in FY 2021)Full year 2022 results: AU$0.23 loss per share (down from AU$0.15 loss in FY 2021). Revenue: AU$126.1m (up 11% from FY 2021). Net loss: AU$28.1m (loss widened 54% from FY 2021). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 01First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: AU$0.051 loss per share (up from AU$0.052 loss in 1H 2021). Revenue: AU$59.7m (up 18% from 1H 2021). Net loss: AU$6.70m (loss widened 7.6% from 1H 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 28Full year 2021 earnings released: AU$0.15 loss per share (vs AU$0.20 loss in FY 2020)The company reported a mediocre full year result with weaker revenues, although its control over expenses remained stable and losses reduced. Full year 2021 results: Revenue: AU$131.4m (down 23% from FY 2020). Net loss: AU$18.3m (loss narrowed 23% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Reported Earnings • Mar 02First half 2021 earnings released: AU$0.052 loss per share (vs AU$0.029 profit in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and control over costs. First half 2021 results: Revenue: AU$50.7m (down 52% from 1H 2020). Net loss: AU$6.23m (down 277% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 92% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 19New 90-day high: AU$1.12The company is up 22% from its price of AU$0.92 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Transportation industry, which is up 10.0% over the same period.
