LGI (LGI) 주식 개요LGI Limited는 매립지에서 발생하는 바이오가스로 탄소 저감 및 재생 에너지 솔루션을 제공합니다. 자세히 보기LGI 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장4/6과거 실적4/6재무 건전성6/6배당0/6강점공정 가치 추정치보다 낮은 52.1% 에서 거래수익은 매년 24.77% 증가할 것으로 예상됩니다.지난 1년간 수익이 19.8% 증가했습니다.분석가들은 주가가 28.8% 상승할 것이라는 데 동의합니다.위험 분석높은 수준의 비현금 수입지난 1년 동안 주주가 희석되었습니다.모든 위험 점검 보기LGI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$3.3956.9% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture075m2016201920222025202620282031Revenue AU$75.5mEarnings AU$13.4mAdvancedSet Fair ValueView all narrativesLGI Limited 경쟁사Kalina PowerSymbol: ASX:KPOMarket cap: AU$41.1mRivco AustraliaSymbol: ASX:RIVMarket cap: AU$227.9mDaemyoung EnergyLtdSymbol: KOSDAQ:A389260Market cap: ₩323.7bEcoenerSymbol: BME:ENERMarket cap: €252.2m가격 이력 및 성과LGI 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가AU$3.3952주 최고가AU$4.7452주 최저가AU$2.80베타0.421개월 변동-3.42%3개월 변동-5.31%1년 변동16.90%3년 변동35.60%5년 변동n/aIPO 이후 변동115.92%최근 뉴스 및 업데이트Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026공시 • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85더 많은 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026공시 • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85Declared Dividend • Aug 18Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 10th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.공시 • Jul 21+ 1 more updateLGI Limited, Annual General Meeting, Nov 19, 2025LGI Limited, Annual General Meeting, Nov 19, 2025.Declared Dividend • Feb 16First half dividend of AU$0.012 announcedDividend of AU$0.012 is the same as last year. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%.공시 • Feb 15LGI Limited Announces Ordinary Fully Paid Distribution for the Six Months Ended December 31, 2024, Payable on March 27, 2025LGI Limited announced ordinary fully paid distribution of AUD 0.01200000 per share for the six months ended December 31, 2024, payable on March 27, 2025. Record Date is March 20, 2025. Ex Date is March 19, 2025.공시 • Feb 10LGI Limited Announces Company Secretary ChangesLGI Limited announced that Ms. Priyamvada (Pia) Rasal has been appointed as Company Secretary, effective immediately. Ms. Rasal, an employee of Automic Group (the Company's corporate secretarial provider) will replace Mr. Hasaka Martin as Company Secretary with effect from 10 February 2025.Buy Or Sell Opportunity • Feb 05Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$2.96. The fair value is estimated to be AU$3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.공시 • Jan 30LGI Limited to Report First Half, 2025 Results on Feb 14, 2025LGI Limited announced that they will report first half, 2025 results on Feb 14, 2025공시 • Oct 22LGI Limited, Annual General Meeting, Nov 20, 2024LGI Limited, Annual General Meeting, Nov 20, 2024. Location: at 57 harvey street n, eagle farm, qld 4009, AustraliaBuy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.4% to AU$2.89. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 5.6% to AU$2.87. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.Declared Dividend • Aug 26Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.2%.Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.075 (vs AU$0.077 in FY 2023)Full year 2024 results: EPS: AU$0.075. Revenue: AU$33.4m (up 3.5% from FY 2023). Net income: AU$6.67m (up 3.6% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Renewable Energy industry.공시 • Jul 26LGI Limited to Report Fiscal Year 2024 Results on Aug 23, 2024LGI Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.57, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 12x in the Renewable Energy industry globally. Total returns to shareholders of 3.5% over the past year.Upcoming Dividend • Mar 12Upcoming dividend of AU$0.012 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).Recent Insider Transactions • Mar 05CEO & Executive Director recently sold AU$330k worth of stockOn the 29th of February, Jessica North sold around 150k shares on-market at roughly AU$2.20 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jessica's only on-market trade for the last 12 months.Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.035 (vs AU$0.031 in 1H 2023)First half 2024 results: EPS: AU$0.035 (up from AU$0.031 in 1H 2023). Revenue: AU$15.8m (down 3.2% from 1H 2023). Net income: AU$3.10m (up 25% from 1H 2023). Profit margin: 20% (up from 15% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Renewable Energy industry.Declared Dividend • Feb 24First half dividend of AU$0.012 announcedShareholders will receive a dividend of AU$0.012. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%.공시 • Feb 15LGI Limited to Report First Half, 2024 Results on Feb 22, 2024LGI Limited announced that they will report first half, 2024 results on Feb 22, 2024New Risk • Sep 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Upcoming Dividend • Sep 04Upcoming dividend of AU$0.012 per share at 1.2% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.3%).New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).공시 • Aug 29LGI Limited, Annual General Meeting, Nov 15, 2023LGI Limited, Annual General Meeting, Nov 15, 2023, at 10:30 E. Australia Standard Time.공시 • Jul 24LGI Limited to Report Fiscal Year 2023 Results on Aug 29, 2023LGI Limited announced that they will report fiscal year 2023 results on Aug 29, 2023Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.54, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Renewable Energy industry globally.공시 • Jun 14LGI Limited Provides Revenue Guidance for the Year 2023LGI Limited announced that Unaudited underlying revenue guidance for FY23 is between $32.2 million and $32.8 million, representing between 3.0% and 4.9% increase on earlier guidance of $31.3 million.주주 수익률LGIAU Renewable EnergyAU 시장7D-2.3%-1.1%0.08%1Y16.9%43.5%3.1%전체 주주 수익률 보기수익률 대 산업: LGI은 지난 1년 동안 43.5%의 수익을 기록한 Australian Renewable Energy 산업보다 저조한 성과를 냈습니다.수익률 대 시장: LGI은 지난 1년 동안 3.1%를 기록한 Australian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is LGI's price volatile compared to industry and market?LGI volatilityLGI Average Weekly Movement5.1%Renewable Energy Industry Average Movement14.7%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%안정적인 주가: LGI는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: LGI의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2009n/aJarryd Doranlgi.com.auLGI는 매립지에서 나오는 바이오가스로 탄소 저감 및 재생 에너지 솔루션을 제공합니다. 이 회사는 재생 에너지, 탄소 저감, 인프라 건설 및 관리 부문을 통해 운영됩니다. 온실가스 저감 솔루션을 제공합니다.더 보기LGI Limited 기초 지표 요약LGI의 순이익과 매출은 시가총액과 어떻게 비교됩니까?LGI 기초 통계시가총액AU$361.01m순이익 (TTM)AU$7.16m매출 (TTM)AU$40.18m50.4x주가수익비율(P/E)9.0x주가매출비율(P/S)LGI는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표LGI 손익계산서 (TTM)매출AU$40.18m매출원가AU$9.59m총이익AU$30.59m기타 비용AU$23.43m순이익AU$7.16m최근 보고된 실적Dec 31, 2025다음 실적 발표일해당 없음주당순이익(EPS)0.069총이익률76.12%순이익률17.81%부채/자본 비율-0.04%LGI의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당0.7%현재 배당 수익률32%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 21:33종가2026/05/22 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 소스LGI Limited는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Daniel LaingBell PotterRitesh VarmaBell PotterConor O’PreyCanaccord Genuity3명의 분석가 더 보기
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026
공시 • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.
Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 22LGI Limited to Report First Half, 2026 Results on Feb 20, 2026LGI Limited announced that they will report first half, 2026 results on Feb 20, 2026
공시 • Jan 19+ 1 more updateLGI Limited Announces Retirement of Dean Wilkinson as Chief Financial Officer, Effective September 2026LGI Limited advises that Mr. Dean Wilkinson, Chief Financial Officer (CFO) of the company, will retire in September 2026. Mr. Wilkinson will continue in his role and will sign the full-year audited accounts and present LGI’s annual results alongside the Chief Executive Officer, Mr. Jarryd Doran. As part of its orderly succession planning and to provide for ample handover time, the company has commenced a comprehensive search for Mr. Wilkinson’s replacement. The Company will provide a further update to the market once a new candidate has been appointed. Mr. Wilkinson has nearly 9 years of dedicated service to LGI, following a long and successful executive career.
Board Change • Dec 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Founder, MD & Director Adam Bloomer was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Oct 23+ 1 more updateLGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million.LGI Limited has filed a Follow-on Equity Offering in the amount of AUD 4.999999 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,298,701 Price\Range: AUD 3.85
Declared Dividend • Aug 18Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 10th September 2025 Payment date: 25th September 2025 Dividend yield will be 0.6%, which is lower than the industry average of 3.2%.
공시 • Jul 21+ 1 more updateLGI Limited, Annual General Meeting, Nov 19, 2025LGI Limited, Annual General Meeting, Nov 19, 2025.
Declared Dividend • Feb 16First half dividend of AU$0.012 announcedDividend of AU$0.012 is the same as last year. Ex-date: 19th March 2025 Payment date: 27th March 2025 Dividend yield will be 0.8%, which is lower than the industry average of 3.2%.
공시 • Feb 15LGI Limited Announces Ordinary Fully Paid Distribution for the Six Months Ended December 31, 2024, Payable on March 27, 2025LGI Limited announced ordinary fully paid distribution of AUD 0.01200000 per share for the six months ended December 31, 2024, payable on March 27, 2025. Record Date is March 20, 2025. Ex Date is March 19, 2025.
공시 • Feb 10LGI Limited Announces Company Secretary ChangesLGI Limited announced that Ms. Priyamvada (Pia) Rasal has been appointed as Company Secretary, effective immediately. Ms. Rasal, an employee of Automic Group (the Company's corporate secretarial provider) will replace Mr. Hasaka Martin as Company Secretary with effect from 10 February 2025.
Buy Or Sell Opportunity • Feb 05Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$2.96. The fair value is estimated to be AU$3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
공시 • Jan 30LGI Limited to Report First Half, 2025 Results on Feb 14, 2025LGI Limited announced that they will report first half, 2025 results on Feb 14, 2025
공시 • Oct 22LGI Limited, Annual General Meeting, Nov 20, 2024LGI Limited, Annual General Meeting, Nov 20, 2024. Location: at 57 harvey street n, eagle farm, qld 4009, Australia
Buy Or Sell Opportunity • Oct 07Now 22% overvaluedOver the last 90 days, the stock has fallen 1.4% to AU$2.89. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Buy Or Sell Opportunity • Sep 06Now 22% overvaluedOver the last 90 days, the stock has fallen 5.6% to AU$2.87. The fair value is estimated to be AU$2.36, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Earnings per share has grown by 30%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
Declared Dividend • Aug 26Final dividend of AU$0.013 announcedShareholders will receive a dividend of AU$0.013. Ex-date: 11th September 2024 Payment date: 26th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 3.2%.
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.075 (vs AU$0.077 in FY 2023)Full year 2024 results: EPS: AU$0.075. Revenue: AU$33.4m (up 3.5% from FY 2023). Net income: AU$6.67m (up 3.6% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Global Renewable Energy industry.
공시 • Jul 26LGI Limited to Report Fiscal Year 2024 Results on Aug 23, 2024LGI Limited announced that they will report fiscal year 2024 results Pre-Market on Aug 23, 2024
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 16%After last week's 16% share price gain to AU$2.57, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 12x in the Renewable Energy industry globally. Total returns to shareholders of 3.5% over the past year.
Upcoming Dividend • Mar 12Upcoming dividend of AU$0.012 per shareEligible shareholders must have bought the stock before 19 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (3.0%).
Recent Insider Transactions • Mar 05CEO & Executive Director recently sold AU$330k worth of stockOn the 29th of February, Jessica North sold around 150k shares on-market at roughly AU$2.20 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Jessica's only on-market trade for the last 12 months.
Reported Earnings • Feb 27First half 2024 earnings released: EPS: AU$0.035 (vs AU$0.031 in 1H 2023)First half 2024 results: EPS: AU$0.035 (up from AU$0.031 in 1H 2023). Revenue: AU$15.8m (down 3.2% from 1H 2023). Net income: AU$3.10m (up 25% from 1H 2023). Profit margin: 20% (up from 15% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Renewable Energy industry.
Declared Dividend • Feb 24First half dividend of AU$0.012 announcedShareholders will receive a dividend of AU$0.012. Ex-date: 19th March 2024 Payment date: 27th March 2024 Dividend yield will be 1.1%, which is lower than the industry average of 3.2%.
공시 • Feb 15LGI Limited to Report First Half, 2024 Results on Feb 22, 2024LGI Limited announced that they will report first half, 2024 results on Feb 22, 2024
New Risk • Sep 06New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 35% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Sep 04Upcoming dividend of AU$0.012 per share at 1.2% yieldEligible shareholders must have bought the stock before 11 September 2023. Payment date: 26 September 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Australian dividend payers (7.0%). Lower than average of industry peers (3.3%).
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).
공시 • Aug 29LGI Limited, Annual General Meeting, Nov 15, 2023LGI Limited, Annual General Meeting, Nov 15, 2023, at 10:30 E. Australia Standard Time.
공시 • Jul 24LGI Limited to Report Fiscal Year 2023 Results on Aug 29, 2023LGI Limited announced that they will report fiscal year 2023 results on Aug 29, 2023
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to AU$2.54, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 13x in the Renewable Energy industry globally.
공시 • Jun 14LGI Limited Provides Revenue Guidance for the Year 2023LGI Limited announced that Unaudited underlying revenue guidance for FY23 is between $32.2 million and $32.8 million, representing between 3.0% and 4.9% increase on earlier guidance of $31.3 million.