LGI（LGI）株式概要LGI社は、埋立地からのバイオガスによる二酸化炭素削減と再生可能エネルギーのソリューションを提供している。 詳細LGI ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績4/6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52.1%で取引されている 収益は年間24.77%増加すると予測されています 過去1年間で収益は19.8%増加しました アナリストらは、株価が28.8%上昇するだろうとほぼ一致している。 リスク分析高いレベルの非現金収入 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LGI 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$3.3956.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture075m2016201920222025202620282031Revenue AU$75.5mEarnings AU$13.4mAdvancedSet Fair ValueView all narrativesLGI Limited 競合他社Kalina PowerSymbol: ASX:KPOMarket cap: AU$41.1mRivco AustraliaSymbol: ASX:RIVMarket cap: AU$227.9mDaemyoung EnergyLtdSymbol: KOSDAQ:A389260Market cap: ₩323.7bEcoenerSymbol: BME:ENERMarket cap: €252.2m価格と性能株価の高値、安値、推移の概要LGI過去の株価現在の株価AU$3.3952週高値AU$4.7452週安値AU$2.80ベータ0.421ヶ月の変化-3.42%3ヶ月変化-5.31%1年変化16.90%3年間の変化35.60%5年間の変化n/aIPOからの変化115.92%最新ニュースBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026お知らせ • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85最新情報をもっと見るRecent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026お知らせ • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85Declared Dividend • Aug 18Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 10th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.お知らせ • Jul 21+ 1 more updateLGI Limited, Annual General Meeting, Nov 19, 2025LGI Limited, Annual General Meeting, Nov 19, 2025.Declared Dividend • Feb 16First half dividend of AU$0.012 announcedDividend of AU$0.012 is the same as last year. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%.お知らせ • Feb 15LGI Limited Announces Ordinary Fully Paid Distribution for the Six Months Ended December 31, 2024, Payable on March 27, 2025LGI Limited announced ordinary fully paid distribution of AUD 0.01200000 per share for the six months ended December 31, 2024, payable on March 27, 2025. Record Date is March 20, 2025. Ex Date is March 19, 2025.お知らせ • Feb 10LGI Limited Announces Company Secretary ChangesLGI Limited announced that Ms. Priyamvada (Pia) Rasal has been appointed as Company Secretary, effective immediately. Ms. Rasal, an employee of Automic Group (the Company's corporate secretarial provider) will replace Mr. Hasaka Martin as Company Secretary with effect from 10 February 2025.Buy Or Sell Opportunity • Feb 05Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$2.96. The fair value is estimated to be AU$3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Jan 30LGI Limited to Report First Half, 2025 Results on Feb 14, 2025LGI Limited announced that they will report first half, 2025 results on Feb 14, 2025お知らせ • Oct 22LGI Limited, Annual General Meeting, Nov 20, 2024LGI Limited, Annual General Meeting, Nov 20, 2024. Location: at 57 harvey street n, eagle farm, qld 4009, AustraliaBuy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.4% to AU$2.89. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 5.6% to AU$2.87. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Aug 26Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.2%.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.075 (vs AU$0.077 in FY 2023)Full year 2024 results: EPS: AU$0.075. Revenue: AU$33.4m (up 3.5% from FY 2023). Net income: AU$6.67m (up 3.6% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Renewable Energy industry.お知らせ • Jul 26LGI Limited to Report Fiscal Year 2024 Results on Aug 23, 2024LGI Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.57, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 12x in the Renewable Energy industry globally. Total returns to shareholders of 3.5% over the past year.Upcoming Dividend • Mar 12Upcoming dividend of AU$0.012 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Mar 05CEO & Executive Director recently sold AU$330k worth of stockOn the 29th of February, Jessica North sold around 150k shares on-market at roughly AU$2.20 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jessica's only on-market trade for the last 12 months.Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.035 (vs AU$0.031 in 1H 2023)First half 2024 results: EPS: AU$0.035 (up from AU$0.031 in 1H 2023). Revenue: AU$15.8m (down 3.2% from 1H 2023). Net income: AU$3.10m (up 25% from 1H 2023). Profit margin: 20% (up from 15% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Renewable Energy industry.Declared Dividend • Feb 24First half dividend of AU$0.012 announcedShareholders will receive a dividend of AU$0.012. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%.お知らせ • Feb 15LGI Limited to Report First Half, 2024 Results on Feb 22, 2024LGI Limited announced that they will report first half, 2024 results on Feb 22, 2024New Risk • Sep 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 04Upcoming dividend of AU$0.012 per share at 1.2% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.3%).New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).お知らせ • Aug 29LGI Limited, Annual General Meeting, Nov 15, 2023LGI Limited, Annual General Meeting, Nov 15, 2023, at 10:30 E. Australia Standard Time.お知らせ • Jul 24LGI Limited to Report Fiscal Year 2023 Results on Aug 29, 2023LGI Limited announced that they will report fiscal year 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.54, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Renewable Energy industry globally.お知らせ • Jun 14LGI Limited Provides Revenue Guidance for the Year 2023LGI Limited announced that Unaudited underlying revenue guidance for FY23 is between $32.2 million and $32.8 million, representing between 3.0% and 4.9% increase on earlier guidance of $31.3 million.株主還元LGIAU Renewable EnergyAU 市場7D-2.3%-1.1%0.08%1Y16.9%43.5%3.1%株主還元を見る業界別リターン: LGI過去 1 年間で43.5 % の収益を上げたAustralian Renewable Energy業界を下回りました。リターン対市場: LGI過去 1 年間で3.1 % の収益を上げたAustralian市場を上回りました。価格変動Is LGI's price volatile compared to industry and market?LGI volatilityLGI Average Weekly Movement5.1%Renewable Energy Industry Average Movement14.7%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: LGI 、 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: LGIの 週次ボラティリティ ( 5% ) 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2009n/aJarryd Doranlgi.com.auLGI社は、埋立地からのバイオガスによる二酸化炭素削減と再生可能エネルギーのソリューションを提供している。再生可能エネルギー、炭素削減、インフラ建設・管理の各セグメントで事業を展開。温室効果ガス削減ソリューションを提供している。また、埋立地所有者のためのバイオガス抽出インフラやフレアリングシステムの設計、設置、運営、保守、監視、オーストラリアの炭素クレジット・ユニットの取得、創出、販売、発電システムの設置なども行っている。また、再生可能電力や大規模発電の証書も販売している。LGI社は2009年に設立され、オーストラリアのイーグル・ファームを拠点としている。もっと見るLGI Limited 基礎のまとめLGI の収益と売上を時価総額と比較するとどうか。LGI 基礎統計学時価総額AU$361.01m収益（TTM）AU$7.16m売上高(TTM)AU$40.18m50.4xPER（株価収益率9.0xP/SレシオLGI 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LGI 損益計算書（TTM）収益AU$40.18m売上原価AU$9.59m売上総利益AU$30.59mその他の費用AU$23.43m収益AU$7.16m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）0.069グロス・マージン76.12%純利益率17.81%有利子負債／自己資本比率-0.04%LGI 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0.7%現在の配当利回り32%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2026/05/23 20:58終値2026/05/22 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LGI Limited 4 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。6 アナリスト機関Daniel LaingBell PotterRitesh VarmaBell PotterConor O’PreyCanaccord Genuity3 その他のアナリストを表示
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026
お知らせ • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.
Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026
お知らせ • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.
Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85
Declared Dividend • Aug 18Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 10th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.
お知らせ • Jul 21+ 1 more updateLGI Limited, Annual General Meeting, Nov 19, 2025LGI Limited, Annual General Meeting, Nov 19, 2025.
Declared Dividend • Feb 16First half dividend of AU$0.012 announcedDividend of AU$0.012 is the same as last year. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%.
お知らせ • Feb 15LGI Limited Announces Ordinary Fully Paid Distribution for the Six Months Ended December 31, 2024, Payable on March 27, 2025LGI Limited announced ordinary fully paid distribution of AUD 0.01200000 per share for the six months ended December 31, 2024, payable on March 27, 2025. Record Date is March 20, 2025. Ex Date is March 19, 2025.
お知らせ • Feb 10LGI Limited Announces Company Secretary ChangesLGI Limited announced that Ms. Priyamvada (Pia) Rasal has been appointed as Company Secretary, effective immediately. Ms. Rasal, an employee of Automic Group (the Company's corporate secretarial provider) will replace Mr. Hasaka Martin as Company Secretary with effect from 10 February 2025.
Buy Or Sell Opportunity • Feb 05Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$2.96. The fair value is estimated to be AU$3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Jan 30LGI Limited to Report First Half, 2025 Results on Feb 14, 2025LGI Limited announced that they will report first half, 2025 results on Feb 14, 2025
お知らせ • Oct 22LGI Limited, Annual General Meeting, Nov 20, 2024LGI Limited, Annual General Meeting, Nov 20, 2024. Location: at 57 harvey street n, eagle farm, qld 4009, Australia
Buy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.4% to AU$2.89. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 5.6% to AU$2.87. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Aug 26Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.2%.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.075 (vs AU$0.077 in FY 2023)Full year 2024 results: EPS: AU$0.075. Revenue: AU$33.4m (up 3.5% from FY 2023). Net income: AU$6.67m (up 3.6% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Renewable Energy industry.
お知らせ • Jul 26LGI Limited to Report Fiscal Year 2024 Results on Aug 23, 2024LGI Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.57, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 12x in the Renewable Energy industry globally. Total returns to shareholders of 3.5% over the past year.
Upcoming Dividend • Mar 12Upcoming dividend of AU$0.012 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Mar 05CEO & Executive Director recently sold AU$330k worth of stockOn the 29th of February, Jessica North sold around 150k shares on-market at roughly AU$2.20 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jessica's only on-market trade for the last 12 months.
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.035 (vs AU$0.031 in 1H 2023)First half 2024 results: EPS: AU$0.035 (up from AU$0.031 in 1H 2023). Revenue: AU$15.8m (down 3.2% from 1H 2023). Net income: AU$3.10m (up 25% from 1H 2023). Profit margin: 20% (up from 15% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Renewable Energy industry.
Declared Dividend • Feb 24First half dividend of AU$0.012 announcedShareholders will receive a dividend of AU$0.012. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%.
お知らせ • Feb 15LGI Limited to Report First Half, 2024 Results on Feb 22, 2024LGI Limited announced that they will report first half, 2024 results on Feb 22, 2024
New Risk • Sep 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 04Upcoming dividend of AU$0.012 per share at 1.2% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.3%).
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).
お知らせ • Aug 29LGI Limited, Annual General Meeting, Nov 15, 2023LGI Limited, Annual General Meeting, Nov 15, 2023, at 10:30 E. Australia Standard Time.
お知らせ • Jul 24LGI Limited to Report Fiscal Year 2023 Results on Aug 29, 2023LGI Limited announced that they will report fiscal year 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.54, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Renewable Energy industry globally.
お知らせ • Jun 14LGI Limited Provides Revenue Guidance for the Year 2023LGI Limited announced that Unaudited underlying revenue guidance for FY23 is between $32.2 million and $32.8 million, representing between 3.0% and 4.9% increase on earlier guidance of $31.3 million.
