Lycopodium Management

Management criteria checks 4/4

Lycopodium's CEO is Pietro De Leo, appointed in Nov 2015, has a tenure of 9.17 years. total yearly compensation is A$938.57K, comprised of 80.5% salary and 19.5% bonuses, including company stock and options. directly owns 2.34% of the company’s shares, worth A$9.50M. The average tenure of the management team and the board of directors is 7.3 years and 20.6 years respectively.

Key information

Pietro De Leo

Chief executive officer

AU$938.6k

Total compensation

CEO salary percentage	80.5%
CEO tenure	9.2yrs
CEO ownership	2.3%
Management average tenure	7.3yrs
Board average tenure	20.6yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Pietro De Leo's remuneration changed compared to Lycopodium's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	AU$939k	AU$756k	AU$51m
Mar 31 2024	n/a	n/a	AU$54m
Dec 31 2023	n/a	n/a	AU$57m
Sep 30 2023	n/a	n/a	AU$52m
Jun 30 2023	AU$884k	AU$715k	AU$47m
Mar 31 2023	n/a	n/a	AU$39m
Dec 31 2022	n/a	n/a	AU$32m
Sep 30 2022	n/a	n/a	AU$29m
Jun 30 2022	AU$770k	AU$613k	AU$27m
Mar 31 2022	n/a	n/a	AU$25m
Dec 31 2021	n/a	n/a	AU$23m
Sep 30 2021	n/a	n/a	AU$19m
Jun 30 2021	AU$690k	AU$589k	AU$14m
Mar 31 2021	n/a	n/a	AU$12m
Dec 31 2020	n/a	n/a	AU$9m
Sep 30 2020	n/a	n/a	AU$10m
Jun 30 2020	AU$689k	AU$589k	AU$12m
Mar 31 2020	n/a	n/a	AU$14m
Dec 31 2019	n/a	n/a	AU$17m
Sep 30 2019	n/a	n/a	AU$17m
Jun 30 2019	AU$633k	AU$565k	AU$17m
Mar 31 2019	n/a	n/a	AU$18m
Dec 31 2018	n/a	n/a	AU$20m
Sep 30 2018	n/a	n/a	AU$19m
Jun 30 2018	AU$576k	AU$500k	AU$18m

Compensation vs Market: Pietro's total compensation ($USD583.40K) is about average for companies of similar size in the Australian market ($USD675.93K).

Compensation vs Earnings: Pietro's compensation has been consistent with company performance over the past year.

CEO

Pietro De Leo (58 yo)

9.2yrs

Tenure

AU$938,572

Compensation

Mr. Peter De Leo, BE (Civil), CPEng, FIEAust., also known as Pietro, has been an Independent Non-Executive Director of Argosy Minerals Limited since April 19, 2022. He has been the Managing Director of Lyc...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Peter De Leo	MD & Executive Director	9.2yrs	AU$938.57k	2.34% A$ 9.5m
Justine Campbell	CFO & Company Secretary	5.3yrs	AU$684.17k	no data
Bruno Ruggiero	Executive Director	23.3yrs	AU$781.57k	4.27% A$ 17.3m
Karl Cicanese	MD of Lycopodium Minerals APAC & Executive Director	4.2yrs	AU$861.03k	0.51% A$ 2.1m
Stuart Sutherland	Managing Director of Lycopodium Infrastructure Pty Ltd	no data	no data	no data
Arthur Stamos	Managing Director of Lycopodium Process Industries	no data	no data	no data
Sohail Samdani	President of Lycopodium Minerals Canada Limited	no data	no data	no data
Glenn Robertson	Senior Consultant of Lycopodium Process Industries Pty Ltd	no data	AU$250.00k	no data

7.3yrs

Average Tenure

58yo

Average Age

Experienced Management: LYL's management team is seasoned and experienced (7.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Peter De Leo	MD & Executive Director	17.9yrs	AU$938.57k	2.34% A$ 9.5m
Bruno Ruggiero	Executive Director	23.3yrs	AU$781.57k	4.27% A$ 17.3m
Karl Cicanese	MD of Lycopodium Minerals APAC & Executive Director	4.2yrs	AU$861.03k	0.51% A$ 2.1m
Michael Caratti	Non-Executive Director	23.3yrs	AU$92.77k	23.33% A$ 94.6m
Rodney Leonard	Independent Non-Executive Chairman	23.3yrs	AU$153.69k	2.31% A$ 9.4m
Louise Bower	Independent Non-Executive Director	2.4yrs	AU$119.44k	no data

20.6yrs

Average Tenure

61.5yo

Average Age

Experienced Board: LYL's board of directors are seasoned and experienced ( 20.6 years average tenure).

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 14:10
End of Day Share Price	2025/01/02 00:00
Earnings	2024/06/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lycopodium Limited is covered by 5 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Steven Anastasiou	Bell Potter
David Evans	BofA Global Research
Raju Ahmed	CCZ Equities Pty Limited

Lycopodium Management

Management criteria checks 4/4

Key information

Recent management updates

Less than half of directors are independent

Lycopodium Limited, Annual General Meeting, Nov 12, 2024

Independent Non-Executive Director recently bought AU$98k worth of stock

Executive Director recently sold AU$17m worth of stock

MD & Executive Director recently sold AU$643k worth of stock

Executive Director recently sold AU$162k worth of stock

Recent updates

Less than half of directors are independent

Lycopodium Limited (ASX:LYL) entered into a Heads of Agreement to acquire 60% stake in Saxum Ingenieria S.a.

Lycopodium Limited, Annual General Meeting, Nov 12, 2024

Upcoming dividend of AU$0.40 per share

Independent Non-Executive Director recently bought AU$98k worth of stock

Lycopodium Limited Approves A Fully Franked Final Dividend for the Six Months Ended June 30, 2024, Payable on 4 October 2024

Final dividend of AU$0.40 announced

Now 28% undervalued

Lycopodium Limited to Report Fiscal Year 2024 Results on Aug 21, 2024

Now 25% undervalued

Now 20% undervalued after recent price drop

Now 20% undervalued

Executive Director recently sold AU$17m worth of stock

Upcoming dividend of AU$0.37 per share

Now 20% undervalued

MD & Executive Director recently sold AU$643k worth of stock

First half dividend of AU$0.37 announced

First half 2024 earnings released: EPS: AU$0.75 (vs AU$0.50 in 1H 2023)

Lycopodium Limited to Report First Half, 2024 Results on Feb 21, 2024

Executive Director recently sold AU$162k worth of stock

Upcoming dividend of AU$0.45 per share at 8.9% yield

Lycopodium Limited Announces Franked Dividend for the Six Months Ended 30 June 2023, Payable on 6 October 2023

Lycopodium Limited, Annual General Meeting, Nov 14, 2023

Full year 2023 earnings released: EPS: AU$1.18 (vs AU$0.68 in FY 2022)

Lycopodium Limited to Report Fiscal Year 2023 Results on Aug 22, 2023

Non-Executive Director recently sold AU$1.0m worth of stock

Investor sentiment improves as stock rises 16%

Upcoming dividend of AU$0.36 per share at 9.0% yield

First half 2023 earnings released: EPS: AU$0.50 (vs AU$0.38 in 1H 2022)

Lycopodium Limited to Report First Half, 2023 Results on Feb 22, 2023

Less than half of directors are independent

Upcoming dividend of AU$0.36 per share

Executive Director recently sold AU$329k worth of stock

Full year 2022 earnings released: EPS: AU$0.68 (vs AU$0.36 in FY 2021)

Lycopodium Limited to Report Fiscal Year 2022 Final Results on Oct 11, 2022

Lycopodium Limited to Report Fiscal Year 2022 Results on Aug 24, 2022

Lycopodium Limited Appoints Louise Bower as Non-Executive Director

Lycopodium Limited Announces the Resignation of Robert Osmetti as Director

Now 23% undervalued after recent price drop

Non-Executive Director recently sold AU$450k worth of stock

Lycopodium Limited Updates Earnings Guidance for the Year Ending 30 June, 2022

Less than half of directors are independent

Lycopodium Limited Announces Resignation of Lawrence (Laurie) Marshall as Director

Now 21% undervalued

Upcoming dividend of AU$0.18 per share

Now 22% undervalued

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Lycopodium Limited Announces Dividend for the Six Months Ended December 31, 2021, Payable on April 7, 2022

Lycopodium Limited to Report First Half, 2022 Results on Feb 23, 2022

Investor sentiment improved over the past week

Upcoming dividend of AU$0.15 per share

Full year 2021 earnings released: EPS AU$0.36 (vs AU$0.30 in FY 2020)

Less than half of directors are independent

First half 2021 earnings released: EPS AU$0.15 (vs AU$0.23 in 1H 2020)

New 90-day high: AU$5.89

New 90-day high: AU$5.05

New 90-day high: AU$4.87

Lycopodium Limited Wins EP Contract for Sandfire's Motheo Contract

Market bids up stock over the past week

Lycopodium Limited Announces Appointment of Karl Cicanese as its Director

Non-Executive Director recently sold AU$390k worth of stock

Earnings released

CEO Compensation Analysis

CEO

Tenure

Compensation

Leadership Team

Average Tenure

Average Age