Ampol（CLZ）株式概要アンポール・リミテッドは、オーストラリア、ニュージーランド、シンガポール、米国で石油製品を購入・販売している。 詳細CLZ 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2/6過去の実績1/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より47.8%で取引されている 収益は年間16.91%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 2.84%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るCLZ 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 Value€Current Price€21.2012.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-485m38b2016201920222025202620282031Revenue AU$35.4bEarnings AU$92.9mAdvancedSet Fair ValueView all narrativesAmpol Limited 競合他社Friedrich Vorwerk GroupSymbol: XTRA:VH2Market cap: €1.4bDCCSymbol: LSE:DCCMarket cap: UK£5.2bBinh Son Refining and PetrochemicalSymbol: HOSE:BSRMarket cap: ₫159.2tPBF EnergySymbol: NYSE:PBFMarket cap: US$5.1b価格と性能株価の高値、安値、推移の概要Ampol過去の株価現在の株価AU$21.2052週高値AU$21.6052週安値AU$13.70ベータ0.131ヶ月の変化7.61%3ヶ月変化23.26%1年変化45.21%3年間の変化12.77%5年間の変化15.85%IPOからの変化47.53%最新ニュースお知らせ • Apr 08Ampol Limited, Annual General Meeting, May 14, 2026Ampol Limited, Annual General Meeting, May 14, 2026. Location: gold melting room, at the mint, 10 macquarie street, sydney Australiaお知らせ • Feb 23Ampol Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Ampol Limited announced ordinary fully franked dividend of AUD 0.60000000 per share for the six months ended December 31, 2025. Ex-date: March 6, 2026. Record date: March 9, 2026. Payment date: April 2, 2026.お知らせ • Dec 09+ 1 more updateAmpol Limited to Report First Half, 2026 Results on Aug 24, 2026Ampol Limited announced that they will report first half, 2026 results on Aug 24, 2026お知らせ • Oct 28Ampol Limited to Report Q3, 2025 Results on Oct 30, 2025Ampol Limited announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Aug 18Ampol Limited Declares Interim Ordinary Dividend for the Year 2025, Payable on September 25, 2025Ampol Limited's board has declared an interim ordinary dividend of 40 cents per share, fully franked. This represents a payout ratio of 53% for the first half, in line with Ampol's stated Dividend Policy pay-out ratio of 50% to 70% of Underlying RCOP net profit after tax -- attributable to parent. This compares to Ampol's 2024 interim fully franked dividend of 60 cents per share. Record date for 2025 interim dividend is September 1, 2025. Payment date for the 2025 interim dividend is September 25, 2025. Ex-date is August 29, 2025.お知らせ • Apr 07Ampol Limited, Annual General Meeting, May 15, 2025Ampol Limited, Annual General Meeting, May 15, 2025. Location: at the mint, 10 macquarie street, sydney Australia最新情報をもっと見るRecent updatesお知らせ • Apr 08Ampol Limited, Annual General Meeting, May 14, 2026Ampol Limited, Annual General Meeting, May 14, 2026. Location: gold melting room, at the mint, 10 macquarie street, sydney Australiaお知らせ • Feb 23Ampol Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Ampol Limited announced ordinary fully franked dividend of AUD 0.60000000 per share for the six months ended December 31, 2025. Ex-date: March 6, 2026. Record date: March 9, 2026. Payment date: April 2, 2026.お知らせ • Dec 09+ 1 more updateAmpol Limited to Report First Half, 2026 Results on Aug 24, 2026Ampol Limited announced that they will report first half, 2026 results on Aug 24, 2026お知らせ • Oct 28Ampol Limited to Report Q3, 2025 Results on Oct 30, 2025Ampol Limited announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Aug 18Ampol Limited Declares Interim Ordinary Dividend for the Year 2025, Payable on September 25, 2025Ampol Limited's board has declared an interim ordinary dividend of 40 cents per share, fully franked. This represents a payout ratio of 53% for the first half, in line with Ampol's stated Dividend Policy pay-out ratio of 50% to 70% of Underlying RCOP net profit after tax -- attributable to parent. This compares to Ampol's 2024 interim fully franked dividend of 60 cents per share. Record date for 2025 interim dividend is September 1, 2025. Payment date for the 2025 interim dividend is September 25, 2025. Ex-date is August 29, 2025.お知らせ • Apr 07Ampol Limited, Annual General Meeting, May 15, 2025Ampol Limited, Annual General Meeting, May 15, 2025. Location: at the mint, 10 macquarie street, sydney Australiaお知らせ • Feb 25Ampol Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on April 3, 2025Ampol Limited announced Ordinary Dividend for the six months Ended December 31, 2024, Payable on April 3, 2025. For the period, the company reported ordinary fully paid dividend of AUD 0.05000000 per share with record date of March 10, 2025 and ex-date of March 7, 2025.お知らせ • Jan 20Ampol Limited Announces Board Appointments, Effective 1 March 2025Ampol Limited announced that Ms Helen Nash and Mr. Stephen Pearce will join the Ampol Board as Independent Non-Executive Directors, effective 1 March 2025. Helen has had a marketing career spanning more than 20 years and three industries: consumer packaged goods, publishing and media, and quick service restaurants. Helen was Senior Vice President and Chief Marketing Officer for McDonald's Australia and New Zealand, before taking on strategic, commercial and operational responsibility for the business as Chief Operating Officer for McDonald's Australia. Helen is currently Chair of Inghams Group Limited and a Non-Executive Director of Metcash Limited. She was formerly a Non-Executive Director of Southern Cross Media Group Limited, Blackmores Limited and Pacific Brands Limited. She is a Member of the Australian Institute of Company Directors. Stephen has over 30 years of financial and commercial experience in the mining, oil and gas, and utilities industries, and more than 20 years' experience as a director of public companies. He has held a range of leadership roles including Finance Director of Anglo American plc, a position he held for over six years. He previously served as CFO, and as an executive director, of Fortescue Metals Group Limited from 2010 to 2016. Stephen is currently a Non-Executive Director of BAE Systems, South32 and Wyllie Group. He is a Fellow of the Institute of Chartered Accountants, a Fellow of the Governance Institute of Australia and a Member of the Australian Institute of Company Directors.お知らせ • Dec 18Ampol Limited Appoints Guy Templeton as Independent Non-Executive Director, Effective 1 January 2025Ampol Limited announces that Mr. Guy Templeton will join the Ampol Board as an Independent Non-Executive Director, effective 1 January 2025. Guy brings to the Board over 35 years of engineering, commercial, and business leadership experience and is a Chartered Professional Engineer. Guy was most recently CEO Asia Pacific at WSP, a global engineering and environmental firm. Previously, he was CEO and Managing Partner of MinterEllison and a Managing Partner of PA Consulting, where he advised on strategy, acquisitions, technology and operational improvement across more than 25 countries. He is an Honorary Member of the Business Council of Australia, where he chairs the Infrastructure, Transport and Planning Committee, and serves on the Finance Committee of the University of Technology Sydney. He holds a Bachelor of Engineering from the University of New South Wales, a Master of Business Administration from the University of Technology Sydney, and has completed the Advanced Management Program at INSEAD. He is a Fellow of the Academy of Technological Sciences and Engineering, the Australian Institute of Company Directors, and Engineers Australia.お知らせ • Dec 05+ 1 more updateAmpol Limited to Report First Half, 2025 Results on Aug 18, 2025Ampol Limited announced that they will report first half, 2025 results on Aug 18, 2025Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Simon Allen 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.Declared Dividend • Aug 21First half dividend of AU$0.60 announcedShareholders will receive a dividend of AU$0.60. Ex-date: 30th August 2024 Payment date: 26th September 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 21Ampol Limited Declares Fully Franked Interim Dividend for the First Half of 2024, Payable on 26 September 2024The Board of Ampol Limited declared a fully franked interim dividend of 60 cents per share, which represents a 61% payout ratio of first half of 2024 RCOP NPAT (Attributable to Parent) - excluding significant items. The record and payment dates for the interim dividend are 2 September 2024 and 26 September 2024 respectively.Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.99 (vs AU$0.33 in 1H 2023)First half 2024 results: EPS: AU$0.99 (up from AU$0.33 in 1H 2023). Revenue: AU$18.2b (down 1.1% from 1H 2023). Net income: AU$235.2m (up 197% from 1H 2023). Profit margin: 1.3% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 36%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Feb 23Upcoming dividend of AU$1.80 per shareEligible shareholders must have bought the stock before 01 March 2024. Payment date: 27 March 2024. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.3%). Higher than average of industry peers (3.3%).Buy Or Sell Opportunity • Feb 22Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €22.40. The fair value is estimated to be €28.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.Reported Earnings • Feb 19Full year 2023 earnings released: EPS: AU$2.30 (vs AU$3.05 in FY 2022)Full year 2023 results: EPS: AU$2.30 (down from AU$3.05 in FY 2022). Revenue: AU$37.7b (down 1.9% from FY 2022). Net income: AU$549.1m (down 25% from FY 2022). Profit margin: 1.5% (down from 1.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 04+ 2 more updatesAmpol Limited to Report Fiscal Year 2023 Results on Feb 19, 2024Ampol Limited announced that they will report fiscal year 2023 results on Feb 19, 2024Buying Opportunity • Nov 18Now 23% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be €25.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings is forecast to grow by 24% per annum over the same time period.Upcoming Dividend • Aug 25Upcoming dividend of AU$0.95 per share at 6.7% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 27 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).Reported Earnings • Aug 22First half 2023 earnings released: EPS: AU$0.33 (vs AU$2.84 in 1H 2022)First half 2023 results: EPS: AU$0.33 (down from AU$2.84 in 1H 2022). Revenue: AU$18.4b (up 6.4% from 1H 2022). Net income: AU$79.1m (down 88% from 1H 2022). Profit margin: 0.4% (down from 3.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 21Ampol Limited Declares Interim Ordinary Dividend Fully Franked for the Half Year Ended 30 June 2023, Payable on September 27, 2023The Board of Ampol Limited has declared an interim ordinary dividend of 95 cents per share, fully franked for the half year ended 30 June 2023. This compares to Ampol's 2022 interim fully franked dividend of 120 cents per share. Record date is September 4, 2023. Payment date is September 27, 2023.お知らせ • Jul 08Ampol Reportedly Taps UBS for its Drive to Secure Rival 7-Eleven Convenience ChainAmpol Limited (ASX:ALD) is understood to have hired investment bank UBS for a tilt at its $2 billion rival 7-Eleven, Inc., which is up for sale through Azure Capital. Azure is understood to have received first-round bids for 7-Eleven, and sources have said UBS had been working on an offer for a strategic player, believed to be Ampol, in the lead-up. Ampol most recently worked with investment bank Macquarie Capital in 2021, when it purchased Z Energy, which was advised at the time by Goldman Sachs. Bids have now landed for the business that has been spitting off large amounts of cash - it generated about $220 million of annual earnings before interest, tax, depreciation and amortisation in the past year. The contest for the convenience retailer owned by the Withers and Barlow families was expected to be dominated by strategic players, as private equity firms are said to be sidestepping the sale process due to the high cost of debt and the company's exposure to the oil refining and tobacco industry.お知らせ • Jun 19Ampol Limited Announces Management ChangesThe Board of Ampol Limited has appointed Yvonne Chong as Additional Company Secretary of Ampol with effect from 19 June 2023. Yvonne Chong is also appointed as a person responsible for communications with ASX under Listing Rule 12.6. Yvonne Chong reports to Faith Taylor, who is the Executive General Manager, Group General Counsel, Regulation & Company Secretary at Ampol Limited. Faith Taylor remains as a Company Secretary of Ampol and as a person responsible for communications with ASX under Listing Rule 12.6.お知らせ • Jun 10Ampol Limited announced that it expects to receive AUD 600 million in fundingAmpol Limited announced that it will issue senior unsecured non convertible notes for the gross proceeds of AUD 600,000,000 on June 8, 2023. The Notes will be issued in a mix of USD and AUD denominated tranches. The notes will have tenors ranging from 8.5 to 15 years with a weighted average tenor of 11 years and interest rates reflecting a weighted average margin of 2.1% over the applicable US Treasury yields. The transaction is expected to close in September 2023, subject to customary conditions.Upcoming Dividend • Feb 24Upcoming dividend of AU$1.55 per share at 6.9% yieldEligible shareholders must have bought the stock before 03 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 74% and the cash payout ratio is 76%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 20Full year 2022 earnings released: EPS: AU$3.05 (vs AU$2.34 in FY 2021)Full year 2022 results: EPS: AU$3.05 (up from AU$2.34 in FY 2021). Revenue: AU$38.5b (up 78% from FY 2021). Net income: AU$727.5m (up 30% from FY 2021). Profit margin: 1.9% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Feb 20+ 1 more updateAmpol Limited Announces Special Distribution for the Period of Six Months Ended December 31, 2022, March 30, 2023Ampol Limited announced special distribution of AUD 0.50000000 per share for the period of six months ended December 31, 2022. The distribution is payable on March 30, 2023 with record date of March 6, 2023 and ex date of March 3, 2023.お知らせ • Jan 09+ 1 more updateAmpol Limited to Report First Half, 2023 Results on Aug 21, 2023Ampol Limited announced that they will report first half, 2023 results on Aug 21, 2023Buying Opportunity • Dec 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €22.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to decline by 1.0% per annum. Earnings is also forecast to decline by 6.6% per annum over the same time period.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 10Independent Non-Executive Chairman recently bought €71k worth of stockOn the 3rd of November, Steven Gregg bought around 4k shares on-market at roughly €17.73 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Sep 03Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be €27.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is forecast to decline by 12% per annum over the same time period.Upcoming Dividend • Aug 26Upcoming dividend of AU$1.20 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 84%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).Reported Earnings • Aug 22First half 2022 earnings released: EPS: AU$2.84 (vs AU$1.36 in 1H 2021)First half 2022 results: EPS: AU$2.84 (up from AU$1.36 in 1H 2021). Revenue: AU$17.3b (up 77% from 1H 2021). Net income: AU$676.2m (up 108% from 1H 2021). Profit margin: 3.9% (up from 3.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30%, compared to a 54% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 04 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: AU$2.34 (up from AU$1.94 loss in FY 2020). Revenue: AU$21.6b (up 40% from FY 2020). Net income: AU$560.0m (up AU$1.04b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 20%, compared to a 76% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 27Upcoming dividend of AU$0.52 per shareEligible shareholders must have bought the stock before 03 September 2021. Payment date: 23 September 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.1%).Recent Insider Transactions • Aug 26CEO, MD & Director recently bought €62k worth of stockOn the 24th of August, Matthew Halliday bought around 4k shares on-market at roughly €16.77 per share. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.Reported Earnings • Aug 25First half 2021 earnings released: EPS AU$1.36 (vs AU$2.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$9.82b (up 22% from 1H 2020). Net income: AU$325.5m (up AU$951.7m from 1H 2020). Profit margin: 3.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. 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.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.Is New 90 Day High Low • Feb 26New 90-day low: €15.60The company is down 17% from its price of €18.82 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.58 per share.Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 34%, compared to a 29% growth forecast for the Oil and Gas industry in Germany.Reported Earnings • Feb 23Full year 2020 earnings released: AU$1.94 loss per share (vs AU$1.51 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$15.4b (down 31% from FY 2019). Net loss: AU$484.9m (down 227% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 19New 90-day high: €17.39The company is up 5.0% from its price of €16.62 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.93 per share.お知らせ • Aug 11Ampol Limited Announces Lytton Refinery to Restart During SeptemberAmpol Limited advises that it intends to restart its Lytton refinery at the conclusion of its extended outage period. Ampol has made this decision based on its assessment that refining will deliver better integrated supply chain and earnings alternatives than its product imports. As previously advised, this extended outage has been taken to conduct the planned Turnaround and Inspection (T&I) maintenance activities and to manage the operational and financial impacts of COVID-19 on the refinery's operations. The maintenance activities are due to be completed as planned at the end of August, with the phased restart of the refinery units expected throughout September. Ampol expects the refinery to be able to produce at full production by the beginning of October and will continue to evaluate make versus buy decisions based on prevailing market conditions. Ampol believes that market conditions for refining continue to be highly uncertain and Ampol will continue to review its refining operations and provide routine updates of its refining performance once operations recommence.お知らせ • Jun 18Ampol Limited Announces Not to Provide Unaudited Profit Guidance for the Half Year Ended June 30, 2020Ampol Limited announced that given the unprecedented levels of business disruption from the COVID-19 pandemic and continued hydrocarbon market volatility, the company will not be providing unaudited profit guidance for the half year ended 30 June 2020.株主還元CLZDE Oil and GasDE 市場7D1.9%-4.6%2.0%1Y45.2%56.7%-0.1%株主還元を見る業界別リターン: CLZ過去 1 年間で56.7 % の収益を上げたGerman Oil and Gas業界を下回りました。リターン対市場: CLZ過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is CLZ's price volatile compared to industry and market?CLZ volatilityCLZ Average Weekly Movement5.4%Oil and Gas Industry Average Movement10.8%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: CLZ 、 German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: CLZ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19009,500Matt Hallidaywww.ampol.com.auアンポル・リミテッドは、オーストラリア、ニュージーランド、シンガポール、米国で石油製品を購入・販売している。燃料・インフラ部門、コンビニエンスストア部門、ニュージーランド部門、燃料・インフラ部門を通じて事業を展開している。燃料・インフラ部門は、原油、燃料、潤滑油の調達、輸入、精製、販売を行っている。ガソリンとコンビニエンス・ネットワークの提供、燃料と潤滑油の精製、輸入、販売を行っている。また、電気自動車充電ポイントの設置も行っている。さらに、同社は燃料、コンビニエンス、EV充電事業に参入している。さらに、リトン製油所、貿易・輸送、流通、インフラストラクチャー、エネルギーソリューションを含む燃料とインフラストラクチャー・ソリューションに携わっている。同社はデポ、ターミナル、パイプライン、サービスステーションを通じて製品を販売している。同社は国防、鉱業、運輸、農業、政府、その他商業・産業部門の様々な顧客に燃料を販売している。旧社名はカルテックス・オーストラリア・リミテッドで、2020年5月にアンポール・リミテッドに社名変更した。アンポル・リミテッドは1900年に設立され、本社はオーストラリアのアレキサンドリアにある。もっと見るAmpol Limited 基礎のまとめAmpol の収益と売上を時価総額と比較するとどうか。CLZ 基礎統計学時価総額€5.16b収益（TTM）€50.72m売上高(TTM)€19.31b101.8xPER（株価収益率0.3xP/SレシオCLZ 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CLZ 損益計算書（TTM）収益AU$31.37b売上原価AU$28.67b売上総利益AU$2.70bその他の費用AU$2.61b収益AU$82.40m直近の収益報告Dec 31, 2025次回決算日Aug 24, 2026一株当たり利益（EPS）0.35グロス・マージン8.59%純利益率0.26%有利子負債／自己資本比率85.8%CLZ 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2.8%現在の配当利回り289%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2026/05/20 12:27終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31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Ampol Limited 9 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。17 アナリスト機関Dale KoendersBarrenjoey Markets Pty LimitedChris SavageBell PotterDavid ErringtonBofA Global Research14 その他のアナリストを表示
お知らせ • Apr 08Ampol Limited, Annual General Meeting, May 14, 2026Ampol Limited, Annual General Meeting, May 14, 2026. Location: gold melting room, at the mint, 10 macquarie street, sydney Australia
お知らせ • Feb 23Ampol Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Ampol Limited announced ordinary fully franked dividend of AUD 0.60000000 per share for the six months ended December 31, 2025. Ex-date: March 6, 2026. Record date: March 9, 2026. Payment date: April 2, 2026.
お知らせ • Dec 09+ 1 more updateAmpol Limited to Report First Half, 2026 Results on Aug 24, 2026Ampol Limited announced that they will report first half, 2026 results on Aug 24, 2026
お知らせ • Oct 28Ampol Limited to Report Q3, 2025 Results on Oct 30, 2025Ampol Limited announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Aug 18Ampol Limited Declares Interim Ordinary Dividend for the Year 2025, Payable on September 25, 2025Ampol Limited's board has declared an interim ordinary dividend of 40 cents per share, fully franked. This represents a payout ratio of 53% for the first half, in line with Ampol's stated Dividend Policy pay-out ratio of 50% to 70% of Underlying RCOP net profit after tax -- attributable to parent. This compares to Ampol's 2024 interim fully franked dividend of 60 cents per share. Record date for 2025 interim dividend is September 1, 2025. Payment date for the 2025 interim dividend is September 25, 2025. Ex-date is August 29, 2025.
お知らせ • Apr 07Ampol Limited, Annual General Meeting, May 15, 2025Ampol Limited, Annual General Meeting, May 15, 2025. Location: at the mint, 10 macquarie street, sydney Australia
お知らせ • Apr 08Ampol Limited, Annual General Meeting, May 14, 2026Ampol Limited, Annual General Meeting, May 14, 2026. Location: gold melting room, at the mint, 10 macquarie street, sydney Australia
お知らせ • Feb 23Ampol Limited Announces Ordinary Fully Franked Dividend for the Six Months Ended December 31, 2025, Payable on April 2, 2026Ampol Limited announced ordinary fully franked dividend of AUD 0.60000000 per share for the six months ended December 31, 2025. Ex-date: March 6, 2026. Record date: March 9, 2026. Payment date: April 2, 2026.
お知らせ • Dec 09+ 1 more updateAmpol Limited to Report First Half, 2026 Results on Aug 24, 2026Ampol Limited announced that they will report first half, 2026 results on Aug 24, 2026
お知らせ • Oct 28Ampol Limited to Report Q3, 2025 Results on Oct 30, 2025Ampol Limited announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Aug 18Ampol Limited Declares Interim Ordinary Dividend for the Year 2025, Payable on September 25, 2025Ampol Limited's board has declared an interim ordinary dividend of 40 cents per share, fully franked. This represents a payout ratio of 53% for the first half, in line with Ampol's stated Dividend Policy pay-out ratio of 50% to 70% of Underlying RCOP net profit after tax -- attributable to parent. This compares to Ampol's 2024 interim fully franked dividend of 60 cents per share. Record date for 2025 interim dividend is September 1, 2025. Payment date for the 2025 interim dividend is September 25, 2025. Ex-date is August 29, 2025.
お知らせ • Apr 07Ampol Limited, Annual General Meeting, May 15, 2025Ampol Limited, Annual General Meeting, May 15, 2025. Location: at the mint, 10 macquarie street, sydney Australia
お知らせ • Feb 25Ampol Limited Announces Ordinary Dividend for the Six Months Ended December 31, 2024, Payable on April 3, 2025Ampol Limited announced Ordinary Dividend for the six months Ended December 31, 2024, Payable on April 3, 2025. For the period, the company reported ordinary fully paid dividend of AUD 0.05000000 per share with record date of March 10, 2025 and ex-date of March 7, 2025.
お知らせ • Jan 20Ampol Limited Announces Board Appointments, Effective 1 March 2025Ampol Limited announced that Ms Helen Nash and Mr. Stephen Pearce will join the Ampol Board as Independent Non-Executive Directors, effective 1 March 2025. Helen has had a marketing career spanning more than 20 years and three industries: consumer packaged goods, publishing and media, and quick service restaurants. Helen was Senior Vice President and Chief Marketing Officer for McDonald's Australia and New Zealand, before taking on strategic, commercial and operational responsibility for the business as Chief Operating Officer for McDonald's Australia. Helen is currently Chair of Inghams Group Limited and a Non-Executive Director of Metcash Limited. She was formerly a Non-Executive Director of Southern Cross Media Group Limited, Blackmores Limited and Pacific Brands Limited. She is a Member of the Australian Institute of Company Directors. Stephen has over 30 years of financial and commercial experience in the mining, oil and gas, and utilities industries, and more than 20 years' experience as a director of public companies. He has held a range of leadership roles including Finance Director of Anglo American plc, a position he held for over six years. He previously served as CFO, and as an executive director, of Fortescue Metals Group Limited from 2010 to 2016. Stephen is currently a Non-Executive Director of BAE Systems, South32 and Wyllie Group. He is a Fellow of the Institute of Chartered Accountants, a Fellow of the Governance Institute of Australia and a Member of the Australian Institute of Company Directors.
お知らせ • Dec 18Ampol Limited Appoints Guy Templeton as Independent Non-Executive Director, Effective 1 January 2025Ampol Limited announces that Mr. Guy Templeton will join the Ampol Board as an Independent Non-Executive Director, effective 1 January 2025. Guy brings to the Board over 35 years of engineering, commercial, and business leadership experience and is a Chartered Professional Engineer. Guy was most recently CEO Asia Pacific at WSP, a global engineering and environmental firm. Previously, he was CEO and Managing Partner of MinterEllison and a Managing Partner of PA Consulting, where he advised on strategy, acquisitions, technology and operational improvement across more than 25 countries. He is an Honorary Member of the Business Council of Australia, where he chairs the Infrastructure, Transport and Planning Committee, and serves on the Finance Committee of the University of Technology Sydney. He holds a Bachelor of Engineering from the University of New South Wales, a Master of Business Administration from the University of Technology Sydney, and has completed the Advanced Management Program at INSEAD. He is a Fellow of the Academy of Technological Sciences and Engineering, the Australian Institute of Company Directors, and Engineers Australia.
お知らせ • Dec 05+ 1 more updateAmpol Limited to Report First Half, 2025 Results on Aug 18, 2025Ampol Limited announced that they will report first half, 2025 results on Aug 18, 2025
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Simon Allen 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.
Declared Dividend • Aug 21First half dividend of AU$0.60 announcedShareholders will receive a dividend of AU$0.60. Ex-date: 30th August 2024 Payment date: 26th September 2024 Dividend yield will be 9.1%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but not covered by cash flows (115% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 21Ampol Limited Declares Fully Franked Interim Dividend for the First Half of 2024, Payable on 26 September 2024The Board of Ampol Limited declared a fully franked interim dividend of 60 cents per share, which represents a 61% payout ratio of first half of 2024 RCOP NPAT (Attributable to Parent) - excluding significant items. The record and payment dates for the interim dividend are 2 September 2024 and 26 September 2024 respectively.
Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.99 (vs AU$0.33 in 1H 2023)First half 2024 results: EPS: AU$0.99 (up from AU$0.33 in 1H 2023). Revenue: AU$18.2b (down 1.1% from 1H 2023). Net income: AU$235.2m (up 197% from 1H 2023). Profit margin: 1.3% (up from 0.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 36%. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Feb 23Upcoming dividend of AU$1.80 per shareEligible shareholders must have bought the stock before 01 March 2024. Payment date: 27 March 2024. Payout ratio is on the higher end at 93%, however this is supported by cash flows. Trailing yield: 7.1%. Within top quartile of German dividend payers (5.3%). Higher than average of industry peers (3.3%).
Buy Or Sell Opportunity • Feb 22Now 20% undervaluedOver the last 90 days, the stock has risen 11% to €22.40. The fair value is estimated to be €28.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
Reported Earnings • Feb 19Full year 2023 earnings released: EPS: AU$2.30 (vs AU$3.05 in FY 2022)Full year 2023 results: EPS: AU$2.30 (down from AU$3.05 in FY 2022). Revenue: AU$37.7b (down 1.9% from FY 2022). Net income: AU$549.1m (down 25% from FY 2022). Profit margin: 1.5% (down from 1.9% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 04+ 2 more updatesAmpol Limited to Report Fiscal Year 2023 Results on Feb 19, 2024Ampol Limited announced that they will report fiscal year 2023 results on Feb 19, 2024
Buying Opportunity • Nov 18Now 23% undervaluedOver the last 90 days, the stock is up 3.7%. The fair value is estimated to be €25.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.4% per annum. Earnings is forecast to grow by 24% per annum over the same time period.
Upcoming Dividend • Aug 25Upcoming dividend of AU$0.95 per share at 6.7% yieldEligible shareholders must have bought the stock before 01 September 2023. Payment date: 27 September 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.7%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.5%).
Reported Earnings • Aug 22First half 2023 earnings released: EPS: AU$0.33 (vs AU$2.84 in 1H 2022)First half 2023 results: EPS: AU$0.33 (down from AU$2.84 in 1H 2022). Revenue: AU$18.4b (up 6.4% from 1H 2022). Net income: AU$79.1m (down 88% from 1H 2022). Profit margin: 0.4% (down from 3.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 21Ampol Limited Declares Interim Ordinary Dividend Fully Franked for the Half Year Ended 30 June 2023, Payable on September 27, 2023The Board of Ampol Limited has declared an interim ordinary dividend of 95 cents per share, fully franked for the half year ended 30 June 2023. This compares to Ampol's 2022 interim fully franked dividend of 120 cents per share. Record date is September 4, 2023. Payment date is September 27, 2023.
お知らせ • Jul 08Ampol Reportedly Taps UBS for its Drive to Secure Rival 7-Eleven Convenience ChainAmpol Limited (ASX:ALD) is understood to have hired investment bank UBS for a tilt at its $2 billion rival 7-Eleven, Inc., which is up for sale through Azure Capital. Azure is understood to have received first-round bids for 7-Eleven, and sources have said UBS had been working on an offer for a strategic player, believed to be Ampol, in the lead-up. Ampol most recently worked with investment bank Macquarie Capital in 2021, when it purchased Z Energy, which was advised at the time by Goldman Sachs. Bids have now landed for the business that has been spitting off large amounts of cash - it generated about $220 million of annual earnings before interest, tax, depreciation and amortisation in the past year. The contest for the convenience retailer owned by the Withers and Barlow families was expected to be dominated by strategic players, as private equity firms are said to be sidestepping the sale process due to the high cost of debt and the company's exposure to the oil refining and tobacco industry.
お知らせ • Jun 19Ampol Limited Announces Management ChangesThe Board of Ampol Limited has appointed Yvonne Chong as Additional Company Secretary of Ampol with effect from 19 June 2023. Yvonne Chong is also appointed as a person responsible for communications with ASX under Listing Rule 12.6. Yvonne Chong reports to Faith Taylor, who is the Executive General Manager, Group General Counsel, Regulation & Company Secretary at Ampol Limited. Faith Taylor remains as a Company Secretary of Ampol and as a person responsible for communications with ASX under Listing Rule 12.6.
お知らせ • Jun 10Ampol Limited announced that it expects to receive AUD 600 million in fundingAmpol Limited announced that it will issue senior unsecured non convertible notes for the gross proceeds of AUD 600,000,000 on June 8, 2023. The Notes will be issued in a mix of USD and AUD denominated tranches. The notes will have tenors ranging from 8.5 to 15 years with a weighted average tenor of 11 years and interest rates reflecting a weighted average margin of 2.1% over the applicable US Treasury yields. The transaction is expected to close in September 2023, subject to customary conditions.
Upcoming Dividend • Feb 24Upcoming dividend of AU$1.55 per share at 6.9% yieldEligible shareholders must have bought the stock before 03 March 2023. Payment date: 30 March 2023. Payout ratio is a comfortable 74% and the cash payout ratio is 76%. Trailing yield: 6.9%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 20Full year 2022 earnings released: EPS: AU$3.05 (vs AU$2.34 in FY 2021)Full year 2022 results: EPS: AU$3.05 (up from AU$2.34 in FY 2021). Revenue: AU$38.5b (up 78% from FY 2021). Net income: AU$727.5m (up 30% from FY 2021). Profit margin: 1.9% (down from 2.6% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.5% p.a. on average during the next 3 years, while revenues in the Oil and Gas industry in Germany are expected to grow by 7.2%. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Feb 20+ 1 more updateAmpol Limited Announces Special Distribution for the Period of Six Months Ended December 31, 2022, March 30, 2023Ampol Limited announced special distribution of AUD 0.50000000 per share for the period of six months ended December 31, 2022. The distribution is payable on March 30, 2023 with record date of March 6, 2023 and ex date of March 3, 2023.
お知らせ • Jan 09+ 1 more updateAmpol Limited to Report First Half, 2023 Results on Aug 21, 2023Ampol Limited announced that they will report first half, 2023 results on Aug 21, 2023
Buying Opportunity • Dec 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 16%. The fair value is estimated to be €22.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to decline by 1.0% per annum. Earnings is also forecast to decline by 6.6% per annum over the same time period.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 10Independent Non-Executive Chairman recently bought €71k worth of stockOn the 3rd of November, Steven Gregg bought around 4k shares on-market at roughly €17.73 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.
Board Change • Nov 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Simon Allen was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Sep 03Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 8.5%. The fair value is estimated to be €27.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 53%. For the next 3 years, revenue is forecast to grow by 0.4% per annum. Earnings is forecast to decline by 12% per annum over the same time period.
Upcoming Dividend • Aug 26Upcoming dividend of AU$1.20 per shareEligible shareholders must have bought the stock before 02 September 2022. Payment date: 28 September 2022. Payout ratio is a comfortable 41% and the cash payout ratio is 84%. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (1.0%).
Reported Earnings • Aug 22First half 2022 earnings released: EPS: AU$2.84 (vs AU$1.36 in 1H 2021)First half 2022 results: EPS: AU$2.84 (up from AU$1.36 in 1H 2021). Revenue: AU$17.3b (up 77% from 1H 2021). Net income: AU$676.2m (up 108% from 1H 2021). Profit margin: 3.9% (up from 3.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 30%, compared to a 54% growth forecast for the Oil and Gas industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 25Upcoming dividend of AU$0.41 per shareEligible shareholders must have bought the stock before 04 March 2022. Payment date: 31 March 2022. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: AU$2.34 (up from AU$1.94 loss in FY 2020). Revenue: AU$21.6b (up 40% from FY 2020). Net income: AU$560.0m (up AU$1.04b from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 20%, compared to a 76% growth forecast for the oil industry in Germany. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 27Upcoming dividend of AU$0.52 per shareEligible shareholders must have bought the stock before 03 September 2021. Payment date: 23 September 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (4.1%).
Recent Insider Transactions • Aug 26CEO, MD & Director recently bought €62k worth of stockOn the 24th of August, Matthew Halliday bought around 4k shares on-market at roughly €16.77 per share. This was the largest purchase by an insider in the last 3 months. This was Matthew's only on-market trade for the last 12 months.
Reported Earnings • Aug 25First half 2021 earnings released: EPS AU$1.36 (vs AU$2.48 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$9.82b (up 22% from 1H 2020). Net income: AU$325.5m (up AU$951.7m from 1H 2020). Profit margin: 3.3% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. 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.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 04Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Executive Departure • Jul 03Interim Chief Financial Officer Jeffrey Etherington has left the companyDuring their tenure, earnings grew by 22,983% annually compared to the industry average, which went down by 5.8%. On the 1st of July, Jeffrey Etherington left the company after 1.3 in the role. As of March 2021, Jeffrey still personally held 4.71k shares (€57k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 1.13 years, which is considered inexperienced in the Simply Wall St Risk Model.
Is New 90 Day High Low • Feb 26New 90-day low: €15.60The company is down 17% from its price of €18.82 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Oil and Gas industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.58 per share.
Analyst Estimate Surprise Post Earnings • Feb 23Revenue misses expectationsRevenue missed analyst estimates by 15%. Over the next year, revenue is forecast to grow 34%, compared to a 29% growth forecast for the Oil and Gas industry in Germany.
Reported Earnings • Feb 23Full year 2020 earnings released: AU$1.94 loss per share (vs AU$1.51 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: AU$15.4b (down 31% from FY 2019). Net loss: AU$484.9m (down 227% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 90% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 19New 90-day high: €17.39The company is up 5.0% from its price of €16.62 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Oil and Gas industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.93 per share.
お知らせ • Aug 11Ampol Limited Announces Lytton Refinery to Restart During SeptemberAmpol Limited advises that it intends to restart its Lytton refinery at the conclusion of its extended outage period. Ampol has made this decision based on its assessment that refining will deliver better integrated supply chain and earnings alternatives than its product imports. As previously advised, this extended outage has been taken to conduct the planned Turnaround and Inspection (T&I) maintenance activities and to manage the operational and financial impacts of COVID-19 on the refinery's operations. The maintenance activities are due to be completed as planned at the end of August, with the phased restart of the refinery units expected throughout September. Ampol expects the refinery to be able to produce at full production by the beginning of October and will continue to evaluate make versus buy decisions based on prevailing market conditions. Ampol believes that market conditions for refining continue to be highly uncertain and Ampol will continue to review its refining operations and provide routine updates of its refining performance once operations recommence.
お知らせ • Jun 18Ampol Limited Announces Not to Provide Unaudited Profit Guidance for the Half Year Ended June 30, 2020Ampol Limited announced that given the unprecedented levels of business disruption from the COVID-19 pandemic and continued hydrocarbon market volatility, the company will not be providing unaudited profit guidance for the half year ended 30 June 2020.
