View ValuationCOSOL 향후 성장Future 기준 점검 2/6COSOL (는) 각각 연간 15.3% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.6% 로 예상됩니다.핵심 정보15.3%이익 성장률12.91%EPS 성장률Software 이익 성장27.0%매출 성장률3.4%향후 자기자본이익률4.61%애널리스트 커버리지Low마지막 업데이트14 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • May 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Feb 26+ 1 more updateCosol Limited Appoints Anthony Stokes as Chief Operating OfficerCOSOL Limited announced the appointment of Anthony Stokes as Chief Operating Officer in addition to his role as CFO.공시 • Feb 12COSOL Limited to Report First Half, 2026 Results on Feb 25, 2026COSOL Limited announced that they will report first half, 2026 results on Feb 25, 2026공시 • Sep 02COSOL Limited, Annual General Meeting, Oct 30, 2025COSOL Limited, Annual General Meeting, Oct 30, 2025.공시 • Aug 22Cosol Limited Announces Fully Franked Dividend for the Twelve Months Ended June 30, 2025, Payable on October 20, 2025COSOL Limited announced fully franked dividend of AUD 0.01168000 per ordinary share for the twelve months ended June 30, 2025. The record date is 3 October 2025, ex-date is 2 October 2025 and Payment Date is October 20, 2025.Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$116.8m (up 15% from FY 2024). Net income: AU$7.89m (down 7.3% from FY 2024). Profit margin: 6.8% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia.Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Jun 05COSOL Limited to Report Fiscal Year 2025 Results on Aug 20, 2025COSOL Limited announced that they will report fiscal year 2025 results on Aug 20, 2025공시 • Feb 12COSOL Limited to Report First Half, 2025 Results on Feb 19, 2025COSOL Limited announced that they will report first half, 2025 results on Feb 19, 2025Board Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Dec 11COSOL Limited (ASX:COS) acquired Toustone Pty Ltd.COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million on December 4, 2024. A cash consideration of AUD 8 million will be paid by COSOL Limited. The consideration consists of 4.53 million common equity of COSOL Limited to be issued for common equity of Toustone Pty Ltd. COSOL Limited will pay an earnout/contingent payment of AUD 10.43 million cash. As part of consideration, AUD 18.43 million is paid towards common equity of Toustone Pty Ltd. Completion under the agreement is subject to conditions precedent ordinarily found in similar acquisition transactions The expected completion of the transaction is early December 2024. COSOL Limited (ASX:COS) completed the acquisition of Toustone Pty Ltd on December 9, 2024.공시 • Dec 04COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million.COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million on December 4, 2024. A cash consideration of AUD 8 million will be paid by COSOL Limited. The consideration consists of 4.53 million common equity of COSOL Limited to be issued for common equity of Toustone Pty Ltd. COSOL Limited will pay an earnout/contingent payment of AUD 10.43 million cash. As part of consideration, AUD 18.43 million is paid towards common equity of Toustone Pty Ltd. Completion under the agreement is subject to conditions precedent ordinarily found in similar acquisition transactions The expected completion of the transaction is early December 2024.공시 • Nov 14COSOL Limited Announces Board ChangesCOSOL Limited announced that Managing Director Ben Buckley resigns. Ben has been integral in driving COSOL's engagement with shareholders and the investment market and its business acquisitions, with responsibilities focused on investor relations and external communications, strategy development and M&A activities. As COSOL moves into the next phases of the OneCOSOL transformation program it is considered that the MD and CEO roles be combined and Ben has taken the opportunity to focus on his other extensive business interests. Ben will remain with COSOL as a part-time consultant to work on strategic initiatives. The Board thanks Ben for his efforts and significant achievements as Managing Director for the past 4 years. Chief Executive Officer Scott McGowan is appointed as Managing Director and Chief Executive Officer. Scott has been operating the business as CEO since COSOL's listing in 2020 and this appointment reinforces its commitment to the next phases of the OneCOSOL program and reflects his leadership in driving the growth and strategy of COSOL. Mr. McGowan's remuneration arrangements will remain unchanged at this time and COSOL will inform the market of any future change. Non-Executive Director Grant Pestell has decided not to stand for re-election due to his extensive commitments as a Director of leading Perth commercial and corporate law firm MPH Lawyers and other directorships, and retires as a Non-Executive Director as at the commencement of the AGM. Grant has provided exceptional service to COSOL as a Director for over 5 years, and the Board thanks Grant for his valuable contribution to the growth and development of COSOL. As a result of Mr. Pestell's retirement, Resolution 3 regarding his re-election as a Director which was to be considered at COSOL's 2024 AGM is withdrawn. The withdrawal of Resolution 3 does not affect the validity or any proxy votes already submitted or the other business to be conducted at the AGM, and the remaining resolutions will be put to shareholders as planned.New Risk • Oct 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (AU$138k sold).Upcoming Dividend • Oct 10Upcoming dividend of AU$0.014 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 04 November 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (0.3%).Recent Insider Transactions • Oct 08MD & Director recently sold AU$138k worth of stockOn the 2nd of October, Benjamin Buckley sold around 150k shares on-market at roughly AU$0.92 per share. This transaction amounted to 23% 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 the only on-market transaction from insiders over the last 12 months.공시 • Sep 19COSOL Limited, Annual General Meeting, Nov 14, 2024COSOL Limited, Annual General Meeting, Nov 14, 2024. Location: brisbane Australia공시 • Aug 23the Directors of COSOL Limited Announces Final Dividend for the Year Ended June 30, 2024, Payable on November 4, 2024The directors of COSOL Limited announced final dividend of AUD 0.01390000 per ordinary share for the current financial year ended June 30, 2024. The dividend will be fully franked. The record date is 18 October 2024, ex-date is 17 October 2024 and Payment Date is November 4, 2024.Declared Dividend • Aug 23Final dividend of AU$0.014 announcedShareholders will receive a dividend of AU$0.014. Ex-date: 17th October 2024 Payment date: 4th November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 0.6%. Sustainability & Growth The dividend has increased by an average of 35% per year over the past 3 years and payments have been stable during that time.Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.05 (vs AU$0.054 in FY 2023)Full year 2024 results: EPS: AU$0.05. Revenue: AU$102.0m (up 36% from FY 2023). Net income: AU$8.52m (up 6.7% from FY 2023). Profit margin: 8.4% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia.공시 • May 08COSOL Limited (ASX:COS) completed the acquisition of Core Asset Co Pty Ltd from Spiral X Pty Ltd.COSOL Limited (ASX:COS) entered into a binding Share Purchase Agreement to acquire Core Asset Co Pty Ltd from Spiral X Pty Ltd for AUD 6.1 million on April 19, 2024. COSOL will pay the vendor approximately AUD 2.9 million in cash and a further AUD 2.5 million in resulting in the issue of 2,538,844 COSOL shares. A further earn-out consideration of AUD 700,000 is payable to the vendor subject to EBITDA performance hurdles being met. Core Asset founder Joshua Old will join COSOL’s senior leadership team and continue as Chief Executive Officer of the Core Asset business within the COSOL Group Immediately Earnings Per Share accretiveCOSOL Limited (ASX:COS) completed the acquisition of Core Asset Co Pty Ltd from Spiral X Pty Ltd on May 6, 2024.Upcoming Dividend • Apr 04Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 96%. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (0.5%).공시 • Mar 01COSOL Limited Announces Management ChangesCOSOL Limited announced that Mr. Ben Secrett has been appointed as Group Company Secretary effective 1 March 2024. Mr. Secrett has joined COSOL in the role of General Manager - Legal and Commercial, and brings to the role more than 15 years of experience as a legal, corporate advisory and governance professional. He has worked for top tier law firms in their corporate practices, as well as for a number of Australian and foreign listed entities in the resources and technology sectors. Mr. Secrett holds a Bachelor of Economics from the University of Western Australia, a Juris Doctor law degree from the University of Notre Dame Australia, and a Graduate Diploma of Applied Corporate Governance from the Governance Institute of Australia. Ms Lisa Wynne has resigned from the role of Company Secretary to pursue other opportunities. During her term, Ms Wynne provided valuable transaction support to COSOL as it undertook a number of acquisitions.Declared Dividend • Feb 28First half dividend of AU$0.01 announcedShareholders will receive a dividend of AU$0.01. Ex-date: 11th April 2024 Payment date: 13th May 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 35% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Oct 12Upcoming dividend of AU$0.015 per share at 2.9% yieldEligible shareholders must have bought the stock before 19 October 2023. Payment date: 06 November 2023. Payout ratio is a comfortable 45% and the cash payout ratio is 84%. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (0.6%).공시 • Sep 22COSOL Limited, Annual General Meeting, Nov 16, 2023COSOL Limited, Annual General Meeting, Nov 16, 2023.공시 • Sep 06COSOL Limited (ASX:COS) completed the acquisition of AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd.COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million on August 3, 2023. Under the terms, COSOL will pay for AssetOn, AUD 14 million in cash, issue AUD 3 million in shares and depending on the future performance of AssetOn, will pay earnout consideration of up to a further AUD 6 million (up to 50% of which payment being payable in shares, at COSOL’s election, with the balance payable in cash). For OnPlan, COSOL will pay AUD 4 million in cash, issue AUD 1 million in shares and an earnout consideration of AUD 1 million in cash. Shares issued as upfront consideration will be subject to voluntary escrow until the end of FY24. The upfront cash component will be funded through an institutional placement of 19.6 million new fully paid ordinary shares to raise gross proceeds of AUD 15 million and a AUD 4.6 million drawdown from COSOL’s expanded debt facilities. Earnout consideration, to the extent paid, will be funded from a combination of operating cash flow and available debt capacity, or a portion paid in scrip at COSOL’s election. The combined group reported revenues of AUD 28 million for the financial year 2023.Completion of the transaction is subject to COSOL having undertaken an equity raising of at least AUD 11 million all other necessary regulatory, shareholder and other approvals being obtained. There will be no changes to COSOL’s Board of Directors or senior management as a result of the acquisition. COSOL will appoint nominees to the Boards of AssetOn and OnPlan. The transaction is expected to complete by September 1, 2023. The acquisition is expected to be low double-digit earnings per share accretive on a pro forma basis in FY24.COSOL Limited (ASX:COS) completed the acquisition of AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 28.9 million on September 4, 2023. In conjunction with a successful capital raise of AUD 15 million to part fund the transaction COSOL is also pleased to report an expansion of its debt facilities with Westpac Banking Corporation to a total of AUD 25 million, an increase of AUD 8 million over the existing facility put in place in August 2022. This has been completed as part of the total acquisition funding arrangements.공시 • Aug 23COSOL Limited Declares Final Divided for the Year Ended June 30, 2023, Payable on 6 November 2023The directors of COSOL Limited declared a final dividend of $0.0146 per ordinary share at record date, payable to all ordinary shareholders for the current financial year ended June 30, 2023. The dividend will be fully franked. The record date for entitlements to this dividend will be 20 October 2023 with payment on 6 November 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.054 (vs AU$0.04 in FY 2022)Full year 2023 results: EPS: AU$0.054 (up from AU$0.04 in FY 2022). Revenue: AU$75.2m (up 56% from FY 2022). Net income: AU$7.99m (up 44% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (AU$138.3m market cap, or US$90.2m).공시 • Aug 05COSOL Limited has completed a Follow-on Equity Offering in the amount of AUD 15 million.COSOL Limited has completed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,607,843 Price\Range: AUD 0.765 Transaction Features: Subsequent Direct Listing공시 • Aug 04COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million.COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million on August 3, 2023. Under the terms, COSOL will pay for AssetOn, AUD 14 million in cash, issue AUD 3 million in shares and depending on the future performance of AssetOn, will pay earnout consideration of up to a further AUD 6 million (up to 50% of which payment being payable in shares, at COSOL’s election, with the balance payable in cash). For OnPlan, COSOL will pay AUD 4 million in cash, issue AUD 1 million in shares and an earnout consideration of AUD 1 million in cash. Shares issued as upfront consideration will be subject to voluntary escrow until the end of FY24. The upfront cash component will be funded through an institutional placement of 19.6 million new fully paid ordinary shares to raise gross proceeds of AUD 15 million and a AUD 4.6 million drawdown from COSOL’s expanded debt facilities. Earnout consideration, to the extent paid, will be funded from a combination of operating cash flow and available debt capacity, or a portion paid in scrip at COSOL’s election. The combined group reported revenues of AUD 28 million for the financial year 2023.Completion of the transaction is subject to COSOL having undertaken an equity raising of at least AUD 11 million all other necessary regulatory, shareholder and other approvals being obtained. There will be no changes to COSOL’s Board of Directors or senior management as a result of the acquisition. COSOL will appoint nominees to the Boards of AssetOn and OnPlan. The transaction is expected to complete by September 1, 2023. The acquisition is expected to be low double-digit earnings per share accretive on a pro forma basis in FY24.New Risk • Jun 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.1% increase in shares outstanding). Market cap is less than US$100m (AU$108.5m market cap, or US$73.1m).Recent Insider Transactions • May 30MD & Director recently sold AU$50k worth of stockOn the 23rd of May, Benjamin Buckley sold around 65k shares on-market at roughly AU$0.77 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$828k more than they bought in the last 12 months.Upcoming Dividend • Apr 04Upcoming dividend of AU$0.01 per share at 2.3% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (0.8%).Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.022 (vs AU$0.019 in 1H 2022)First half 2023 results: EPS: AU$0.022 (up from AU$0.019 in 1H 2022). Revenue: AU$34.7m (up 54% from 1H 2022). Net income: AU$3.16m (up 22% from 1H 2022). Profit margin: 9.1% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Jan 13Insider recently sold AU$778k worth of stockOn the 10th of January, Bradley Skeggs sold around 972k shares on-market at roughly AU$0.80 per share. This transaction amounted to 13% 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 the only on-market transaction from insiders over the last 12 months.Board Change • Dec 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 25Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Board Change • Jun 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • May 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Apr 01Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Feb 26First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.019 (up from AU$0.014 in 1H 2021). Revenue: AU$22.6m (up 44% from 1H 2021). Net income: AU$2.60m (up 41% from 1H 2021). Profit margin: 12% (in line with 1H 2021). Revenue was in line with analyst estimates.Board Change • Feb 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Jan 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Nov 17Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Board Change • Oct 20Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Recent Insider Transactions • Oct 08Insider recently sold AU$787k worth of stockOn the 5th of October, Bradley Skeggs sold around 1m shares on-market at roughly AU$0.64 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Board Change • Sep 24Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.Upcoming Dividend • Sep 24Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 29 October 2021. Trailing yield: 3.1%. Lower than top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (0.9%).Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. MD & Director Ben Buckley was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Is New 90 Day High Low • Feb 15New 90-day low: AU$0.63The company is down 12% from its price of AU$0.71 on 17 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.Is New 90 Day High Low • Nov 01New 90-day low: AU$0.60The company is down 8.0% from its price of AU$0.66 on 03 August 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 19% over the same period.이익 및 매출 성장 예측CHIA:COS - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281164N/A616/30/20271103N/A616/30/20261032N/A4112/31/202510941010N/A9/30/2025113689N/A6/30/2025117868N/A3/31/2025114857N/A12/31/2024111957N/A9/30/2024106957N/A6/30/2024102967N/A3/31/202496857N/A12/31/202389846N/A9/30/202382845N/A6/30/202375845N/A3/31/202368745N/A12/31/202260655N/A9/30/202254667N/A6/30/202248678N/A3/31/202244534N/A12/31/202140501N/A9/30/202137411N/A6/30/202134422N/A12/31/202028488N/A6/30/202013233N/A6/30/2019142N/A0N/A6/30/201870N/A1N/A6/30/201740N/A0N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: COS 의 연간 예상 수익 증가율(15.3%)이 saving rate(3.6%)보다 높습니다.수익 vs 시장: COS 의 연간 수익(15.3%)이 Australian 시장(11.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: COS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: COS 의 수익(연간 3.4%)이 Australian 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: COS 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: COS의 자본 수익률은 3년 후 4.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 17:14종가2026/05/21 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스COSOL Limited는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Milo FerrisOrd Minnett Limited
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • May 01Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Feb 26+ 1 more updateCosol Limited Appoints Anthony Stokes as Chief Operating OfficerCOSOL Limited announced the appointment of Anthony Stokes as Chief Operating Officer in addition to his role as CFO.
공시 • Feb 12COSOL Limited to Report First Half, 2026 Results on Feb 25, 2026COSOL Limited announced that they will report first half, 2026 results on Feb 25, 2026
공시 • Sep 02COSOL Limited, Annual General Meeting, Oct 30, 2025COSOL Limited, Annual General Meeting, Oct 30, 2025.
공시 • Aug 22Cosol Limited Announces Fully Franked Dividend for the Twelve Months Ended June 30, 2025, Payable on October 20, 2025COSOL Limited announced fully franked dividend of AUD 0.01168000 per ordinary share for the twelve months ended June 30, 2025. The record date is 3 October 2025, ex-date is 2 October 2025 and Payment Date is October 20, 2025.
Reported Earnings • Aug 20Full year 2025 earnings releasedFull year 2025 results: Revenue: AU$116.8m (up 15% from FY 2024). Net income: AU$7.89m (down 7.3% from FY 2024). Profit margin: 6.8% (down from 8.4% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia.
Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Jun 05COSOL Limited to Report Fiscal Year 2025 Results on Aug 20, 2025COSOL Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
공시 • Feb 12COSOL Limited to Report First Half, 2025 Results on Feb 19, 2025COSOL Limited announced that they will report first half, 2025 results on Feb 19, 2025
Board Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Dec 11COSOL Limited (ASX:COS) acquired Toustone Pty Ltd.COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million on December 4, 2024. A cash consideration of AUD 8 million will be paid by COSOL Limited. The consideration consists of 4.53 million common equity of COSOL Limited to be issued for common equity of Toustone Pty Ltd. COSOL Limited will pay an earnout/contingent payment of AUD 10.43 million cash. As part of consideration, AUD 18.43 million is paid towards common equity of Toustone Pty Ltd. Completion under the agreement is subject to conditions precedent ordinarily found in similar acquisition transactions The expected completion of the transaction is early December 2024. COSOL Limited (ASX:COS) completed the acquisition of Toustone Pty Ltd on December 9, 2024.
공시 • Dec 04COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million.COSOL Limited (ASX:COS) agreed to acquire Toustone Pty Ltd for AUD 22.8 million on December 4, 2024. A cash consideration of AUD 8 million will be paid by COSOL Limited. The consideration consists of 4.53 million common equity of COSOL Limited to be issued for common equity of Toustone Pty Ltd. COSOL Limited will pay an earnout/contingent payment of AUD 10.43 million cash. As part of consideration, AUD 18.43 million is paid towards common equity of Toustone Pty Ltd. Completion under the agreement is subject to conditions precedent ordinarily found in similar acquisition transactions The expected completion of the transaction is early December 2024.
공시 • Nov 14COSOL Limited Announces Board ChangesCOSOL Limited announced that Managing Director Ben Buckley resigns. Ben has been integral in driving COSOL's engagement with shareholders and the investment market and its business acquisitions, with responsibilities focused on investor relations and external communications, strategy development and M&A activities. As COSOL moves into the next phases of the OneCOSOL transformation program it is considered that the MD and CEO roles be combined and Ben has taken the opportunity to focus on his other extensive business interests. Ben will remain with COSOL as a part-time consultant to work on strategic initiatives. The Board thanks Ben for his efforts and significant achievements as Managing Director for the past 4 years. Chief Executive Officer Scott McGowan is appointed as Managing Director and Chief Executive Officer. Scott has been operating the business as CEO since COSOL's listing in 2020 and this appointment reinforces its commitment to the next phases of the OneCOSOL program and reflects his leadership in driving the growth and strategy of COSOL. Mr. McGowan's remuneration arrangements will remain unchanged at this time and COSOL will inform the market of any future change. Non-Executive Director Grant Pestell has decided not to stand for re-election due to his extensive commitments as a Director of leading Perth commercial and corporate law firm MPH Lawyers and other directorships, and retires as a Non-Executive Director as at the commencement of the AGM. Grant has provided exceptional service to COSOL as a Director for over 5 years, and the Board thanks Grant for his valuable contribution to the growth and development of COSOL. As a result of Mr. Pestell's retirement, Resolution 3 regarding his re-election as a Director which was to be considered at COSOL's 2024 AGM is withdrawn. The withdrawal of Resolution 3 does not affect the validity or any proxy votes already submitted or the other business to be conducted at the AGM, and the remaining resolutions will be put to shareholders as planned.
New Risk • Oct 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.6% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (AU$138k sold).
Upcoming Dividend • Oct 10Upcoming dividend of AU$0.014 per shareEligible shareholders must have bought the stock before 17 October 2024. Payment date: 04 November 2024. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (0.3%).
Recent Insider Transactions • Oct 08MD & Director recently sold AU$138k worth of stockOn the 2nd of October, Benjamin Buckley sold around 150k shares on-market at roughly AU$0.92 per share. This transaction amounted to 23% 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 the only on-market transaction from insiders over the last 12 months.
공시 • Sep 19COSOL Limited, Annual General Meeting, Nov 14, 2024COSOL Limited, Annual General Meeting, Nov 14, 2024. Location: brisbane Australia
공시 • Aug 23the Directors of COSOL Limited Announces Final Dividend for the Year Ended June 30, 2024, Payable on November 4, 2024The directors of COSOL Limited announced final dividend of AUD 0.01390000 per ordinary share for the current financial year ended June 30, 2024. The dividend will be fully franked. The record date is 18 October 2024, ex-date is 17 October 2024 and Payment Date is November 4, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.014 announcedShareholders will receive a dividend of AU$0.014. Ex-date: 17th October 2024 Payment date: 4th November 2024 Dividend yield will be 2.3%, which is higher than the industry average of 0.6%. Sustainability & Growth The dividend has increased by an average of 35% per year over the past 3 years and payments have been stable during that time.
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$0.05 (vs AU$0.054 in FY 2023)Full year 2024 results: EPS: AU$0.05. Revenue: AU$102.0m (up 36% from FY 2023). Net income: AU$8.52m (up 6.7% from FY 2023). Profit margin: 8.4% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia.
공시 • May 08COSOL Limited (ASX:COS) completed the acquisition of Core Asset Co Pty Ltd from Spiral X Pty Ltd.COSOL Limited (ASX:COS) entered into a binding Share Purchase Agreement to acquire Core Asset Co Pty Ltd from Spiral X Pty Ltd for AUD 6.1 million on April 19, 2024. COSOL will pay the vendor approximately AUD 2.9 million in cash and a further AUD 2.5 million in resulting in the issue of 2,538,844 COSOL shares. A further earn-out consideration of AUD 700,000 is payable to the vendor subject to EBITDA performance hurdles being met. Core Asset founder Joshua Old will join COSOL’s senior leadership team and continue as Chief Executive Officer of the Core Asset business within the COSOL Group Immediately Earnings Per Share accretiveCOSOL Limited (ASX:COS) completed the acquisition of Core Asset Co Pty Ltd from Spiral X Pty Ltd on May 6, 2024.
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 96%. Trailing yield: 2.5%. Lower than top quartile of Australian dividend payers (6.2%). Higher than average of industry peers (0.5%).
공시 • Mar 01COSOL Limited Announces Management ChangesCOSOL Limited announced that Mr. Ben Secrett has been appointed as Group Company Secretary effective 1 March 2024. Mr. Secrett has joined COSOL in the role of General Manager - Legal and Commercial, and brings to the role more than 15 years of experience as a legal, corporate advisory and governance professional. He has worked for top tier law firms in their corporate practices, as well as for a number of Australian and foreign listed entities in the resources and technology sectors. Mr. Secrett holds a Bachelor of Economics from the University of Western Australia, a Juris Doctor law degree from the University of Notre Dame Australia, and a Graduate Diploma of Applied Corporate Governance from the Governance Institute of Australia. Ms Lisa Wynne has resigned from the role of Company Secretary to pursue other opportunities. During her term, Ms Wynne provided valuable transaction support to COSOL as it undertook a number of acquisitions.
Declared Dividend • Feb 28First half dividend of AU$0.01 announcedShareholders will receive a dividend of AU$0.01. Ex-date: 11th April 2024 Payment date: 13th May 2024 Dividend yield will be 2.4%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 35% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Oct 12Upcoming dividend of AU$0.015 per share at 2.9% yieldEligible shareholders must have bought the stock before 19 October 2023. Payment date: 06 November 2023. Payout ratio is a comfortable 45% and the cash payout ratio is 84%. Trailing yield: 2.9%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (0.6%).
공시 • Sep 22COSOL Limited, Annual General Meeting, Nov 16, 2023COSOL Limited, Annual General Meeting, Nov 16, 2023.
공시 • Sep 06COSOL Limited (ASX:COS) completed the acquisition of AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd.COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million on August 3, 2023. Under the terms, COSOL will pay for AssetOn, AUD 14 million in cash, issue AUD 3 million in shares and depending on the future performance of AssetOn, will pay earnout consideration of up to a further AUD 6 million (up to 50% of which payment being payable in shares, at COSOL’s election, with the balance payable in cash). For OnPlan, COSOL will pay AUD 4 million in cash, issue AUD 1 million in shares and an earnout consideration of AUD 1 million in cash. Shares issued as upfront consideration will be subject to voluntary escrow until the end of FY24. The upfront cash component will be funded through an institutional placement of 19.6 million new fully paid ordinary shares to raise gross proceeds of AUD 15 million and a AUD 4.6 million drawdown from COSOL’s expanded debt facilities. Earnout consideration, to the extent paid, will be funded from a combination of operating cash flow and available debt capacity, or a portion paid in scrip at COSOL’s election. The combined group reported revenues of AUD 28 million for the financial year 2023.Completion of the transaction is subject to COSOL having undertaken an equity raising of at least AUD 11 million all other necessary regulatory, shareholder and other approvals being obtained. There will be no changes to COSOL’s Board of Directors or senior management as a result of the acquisition. COSOL will appoint nominees to the Boards of AssetOn and OnPlan. The transaction is expected to complete by September 1, 2023. The acquisition is expected to be low double-digit earnings per share accretive on a pro forma basis in FY24.COSOL Limited (ASX:COS) completed the acquisition of AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 28.9 million on September 4, 2023. In conjunction with a successful capital raise of AUD 15 million to part fund the transaction COSOL is also pleased to report an expansion of its debt facilities with Westpac Banking Corporation to a total of AUD 25 million, an increase of AUD 8 million over the existing facility put in place in August 2022. This has been completed as part of the total acquisition funding arrangements.
공시 • Aug 23COSOL Limited Declares Final Divided for the Year Ended June 30, 2023, Payable on 6 November 2023The directors of COSOL Limited declared a final dividend of $0.0146 per ordinary share at record date, payable to all ordinary shareholders for the current financial year ended June 30, 2023. The dividend will be fully franked. The record date for entitlements to this dividend will be 20 October 2023 with payment on 6 November 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.054 (vs AU$0.04 in FY 2022)Full year 2023 results: EPS: AU$0.054 (up from AU$0.04 in FY 2022). Revenue: AU$75.2m (up 56% from FY 2022). Net income: AU$7.99m (up 44% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 13% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (AU$138.3m market cap, or US$90.2m).
공시 • Aug 05COSOL Limited has completed a Follow-on Equity Offering in the amount of AUD 15 million.COSOL Limited has completed a Follow-on Equity Offering in the amount of AUD 15 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 19,607,843 Price\Range: AUD 0.765 Transaction Features: Subsequent Direct Listing
공시 • Aug 04COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million.COSOL Limited (ASX:COS) entered into a binding share purchase agreement to acquire AssetOn Group Pty Ltd and OnPlan Technologies Pty Ltd from Anthony Large Holding Co Pty Ltd, Burckhardt Investments Pty Ltd and Geoff Boon Holding Co Pty Ltd for AUD 29 million on August 3, 2023. Under the terms, COSOL will pay for AssetOn, AUD 14 million in cash, issue AUD 3 million in shares and depending on the future performance of AssetOn, will pay earnout consideration of up to a further AUD 6 million (up to 50% of which payment being payable in shares, at COSOL’s election, with the balance payable in cash). For OnPlan, COSOL will pay AUD 4 million in cash, issue AUD 1 million in shares and an earnout consideration of AUD 1 million in cash. Shares issued as upfront consideration will be subject to voluntary escrow until the end of FY24. The upfront cash component will be funded through an institutional placement of 19.6 million new fully paid ordinary shares to raise gross proceeds of AUD 15 million and a AUD 4.6 million drawdown from COSOL’s expanded debt facilities. Earnout consideration, to the extent paid, will be funded from a combination of operating cash flow and available debt capacity, or a portion paid in scrip at COSOL’s election. The combined group reported revenues of AUD 28 million for the financial year 2023.Completion of the transaction is subject to COSOL having undertaken an equity raising of at least AUD 11 million all other necessary regulatory, shareholder and other approvals being obtained. There will be no changes to COSOL’s Board of Directors or senior management as a result of the acquisition. COSOL will appoint nominees to the Boards of AssetOn and OnPlan. The transaction is expected to complete by September 1, 2023. The acquisition is expected to be low double-digit earnings per share accretive on a pro forma basis in FY24.
New Risk • Jun 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.7% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.1% increase in shares outstanding). Market cap is less than US$100m (AU$108.5m market cap, or US$73.1m).
Recent Insider Transactions • May 30MD & Director recently sold AU$50k worth of stockOn the 23rd of May, Benjamin Buckley sold around 65k shares on-market at roughly AU$0.77 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$828k more than they bought in the last 12 months.
Upcoming Dividend • Apr 04Upcoming dividend of AU$0.01 per share at 2.3% yieldEligible shareholders must have bought the stock before 11 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (0.8%).
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.022 (vs AU$0.019 in 1H 2022)First half 2023 results: EPS: AU$0.022 (up from AU$0.019 in 1H 2022). Revenue: AU$34.7m (up 54% from 1H 2022). Net income: AU$3.16m (up 22% from 1H 2022). Profit margin: 9.1% (down from 12% in 1H 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Jan 13Insider recently sold AU$778k worth of stockOn the 10th of January, Bradley Skeggs sold around 972k shares on-market at roughly AU$0.80 per share. This transaction amounted to 13% 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 the only on-market transaction from insiders over the last 12 months.
Board Change • Dec 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 19Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 07Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 25Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Board Change • Jun 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • May 11Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Apr 01Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Feb 26First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.019 (up from AU$0.014 in 1H 2021). Revenue: AU$22.6m (up 44% from 1H 2021). Net income: AU$2.60m (up 41% from 1H 2021). Profit margin: 12% (in line with 1H 2021). Revenue was in line with analyst estimates.
Board Change • Feb 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Jan 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Nov 17Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Board Change • Oct 20Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Recent Insider Transactions • Oct 08Insider recently sold AU$787k worth of stockOn the 5th of October, Bradley Skeggs sold around 1m shares on-market at roughly AU$0.64 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Board Change • Sep 24Less than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 4 new directors. 1 experienced director. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Non-Executive Director Grant Pestell is the most experienced director on the board, commencing their role in 2019. Independent Non-Executive Director Gerald Strautins was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
Upcoming Dividend • Sep 24Upcoming dividend of AU$0.01 per shareEligible shareholders must have bought the stock before 30 September 2021. Payment date: 29 October 2021. Trailing yield: 3.1%. Lower than top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (0.9%).
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. MD & Director Ben Buckley was the last director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Is New 90 Day High Low • Feb 15New 90-day low: AU$0.63The company is down 12% from its price of AU$0.71 on 17 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
Is New 90 Day High Low • Nov 01New 90-day low: AU$0.60The company is down 8.0% from its price of AU$0.66 on 03 August 2020. The Australian market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 19% over the same period.