New Risk • May 17
New major risk - Revenue and earnings growth Earnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Dividend is not well covered by earnings (446% payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (AU$35.4m market cap, or US$25.3m). Recent Insider Transactions • Apr 23
CEO & Director recently bought AU$95k worth of stock On the 20th of April, Ian Ball bought around 220k shares on-market at roughly AU$0.43 per share. This transaction amounted to 82% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Ian has been a buyer over the last 12 months, purchasing a net total of AU$149k worth in shares. Upcoming Dividend • Mar 12
Upcoming dividend of AU$0.01 per share Eligible shareholders must have bought the stock before 19 March 2026. Payment date: 10 April 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (7.4%). Declared Dividend • Feb 22
First half dividend reduced to AU$0.01 Dividend of AU$0.01 is 33% lower than last year. Ex-date: 19th March 2026 Payment date: 10th April 2026 Dividend yield will be 3.9%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is not covered by earnings (446% earnings payout ratio). However, it is covered by cash flows (52% cash payout ratio). The dividend has decreased over the past 86 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 396% to bring the payout ratio under control. EPS is expected to grow by 89% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio. Reported Earnings • Feb 20
First half 2026 earnings released: EPS: AU$0.003 (vs AU$0.009 loss in 1H 2025) First half 2026 results: EPS: AU$0.003 (up from AU$0.009 loss in 1H 2025). Revenue: AU$92.2m (down 77% from 1H 2025). Net income: AU$295.0k (up AU$1.11m from 1H 2025). Profit margin: 0.3% (up from net loss in 1H 2025). Revenue is expected to decline by 6.3% p.a. on average during the next 3 years, while revenues in the Media industry in Australia are expected to grow by 1.5%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance. New Risk • Feb 20
New major risk - Revenue and earnings growth Earnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 33% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$51.7m market cap, or US$36.5m). Announcement • Feb 06
Enero Group Limited to Report First Half, 2026 Results on Feb 19, 2026 Enero Group Limited announced that they will report first half, 2026 results on Feb 19, 2026 Price Target Changed • Oct 16
Price target decreased by 9.3% to AU$1.42 Down from AU$1.57, the current price target is an average from 2 analysts. New target price is 100% above last closing price of AU$0.71. Stock is down 43% over the past year. The company is forecast to post earnings per share of AU$0.075 next year compared to a net loss per share of AU$0.083 last year. Declared Dividend • Sep 01
Final dividend of AU$0.013 announced Shareholders will receive a dividend of AU$0.013. Ex-date: 15th September 2025 Payment date: 9th October 2025 Dividend yield will be 2.8%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. Reported Earnings • Aug 31
Full year 2025 earnings released: AU$0.083 loss per share (vs AU$0.48 loss in FY 2024) Full year 2025 results: AU$0.083 loss per share (improved from AU$0.48 loss in FY 2024). Revenue: AU$187.5m (down 77% from FY 2024). Net loss: AU$7.49m (loss narrowed 83% from FY 2024). Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Media industry in Australia are expected to grow by 1.3%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 50 percentage points per year, which is a significant difference in performance. New Risk • Aug 30
New major risk - Revenue and earnings growth Earnings have declined by 25% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Paying a dividend despite being loss-making. Market cap is less than US$100m (AU$89.4m market cap, or US$58.5m). Announcement • Aug 18
Enero Group Limited, Annual General Meeting, Oct 16, 2025 Enero Group Limited, Annual General Meeting, Oct 16, 2025. Announcement • Jul 01
Enero Group Limited to Report Fiscal Year 2025 Results on Aug 29, 2025 Enero Group Limited announced that they will report fiscal year 2025 results on Aug 29, 2025 Announcement • Apr 05
Enero Group Limited Provides Earnings Guidance for the Twelve Months Ending June 30, 2025 Enero Group Limited provided earnings guidance for the twelve months ending June 30, 2025. For the period, the company expects to report on an underlying basis: Net revenue of between $167 million and $170 million, representing 10% to 12% year-on-year decline. On an economic interest basis for FY25, the company expects to report: Net revenue of between $153 million and $155 million, representing 7% to 8% year-on-year decline. Price Target Changed • Mar 31
Price target decreased by 7.7% to AU$2.09 Down from AU$2.27, the current price target is an average from 2 analysts. New target price is 155% above last closing price of AU$0.82. Stock is down 54% over the past year. The company is forecast to post earnings per share of AU$0.12 next year compared to a net loss per share of AU$0.48 last year. Upcoming Dividend • Mar 14
Upcoming dividend of AU$0.015 per share Eligible shareholders must have bought the stock before 19 March 2025. Payment date: 11 April 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (5.2%). Reported Earnings • Mar 03
First half 2025 earnings released: AU$0.009 loss per share (vs AU$0.13 loss in 1H 2024) First half 2025 results: AU$0.009 loss per share (improved from AU$0.13 loss in 1H 2024). Revenue: AU$397.7m (down 4.7% from 1H 2024). Net loss: AU$817.0k (loss narrowed 93% from 1H 2024). Revenue is expected to decline by 52% p.a. on average during the next 3 years, while revenues in the Media industry in Australia are expected to grow by 1.7%. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 36% per year, which means it has not declined as severely as earnings. Declared Dividend • Feb 28
First half dividend of AU$0.015 announced Shareholders will receive a dividend of AU$0.015. Ex-date: 19th March 2025 Payment date: 11th April 2025 Dividend yield will be 3.8%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (22% cash payout ratio). The dividend has increased by an average of 4.2% per year over the past 7 years. However, payments have been volatile during that time. Board Change • Oct 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Louise Higgins was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 12
Upcoming dividend of AU$0.02 per share Eligible shareholders must have bought the stock before 19 September 2024. Payment date: 03 October 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of Australian dividend payers (6.2%). Lower than average of industry peers (6.7%). Buy Or Sell Opportunity • Aug 20
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to AU$1.09. The fair value is estimated to be AU$1.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years, while earnings per share has been flat. Declared Dividend • Aug 17
Final dividend of AU$0.02 announced Shareholders will receive a dividend of AU$0.02. Ex-date: 19th September 2024 Payment date: 3rd October 2024 Dividend yield will be 4.2%, which is lower than the industry average of 5.3%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (21% cash payout ratio). The dividend has increased by an average of 10% per year over the past 7 years. However, payments have been volatile during that time. Reported Earnings • Aug 16
Full year 2024 earnings released: AU$0.48 loss per share (vs AU$0.61 profit in FY 2023) Full year 2024 results: AU$0.48 loss per share (down from AU$0.61 profit in FY 2023). Revenue: AU$804.5m (up 8.7% from FY 2023). Net loss: AU$44.2m (down 178% from profit in FY 2023). Revenue is expected to decline by 63% p.a. on average during the next 3 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Announcement • Aug 15
Enero Group Limited, Annual General Meeting, Oct 17, 2024 Enero Group Limited, Annual General Meeting, Oct 17, 2024. Price Target Changed • May 24
Price target decreased by 9.8% to AU$2.27 Down from AU$2.51, the current price target is an average from 2 analysts. New target price is 48% above last closing price of AU$1.53. Stock is down 5.3% over the past year. The company posted earnings per share of AU$0.61 last year. Announcement • May 22
Enero Group Limited to Report Fiscal Year 2024 Results on Aug 15, 2024 Enero Group Limited announced that they will report fiscal year 2024 results on Aug 15, 2024 New Risk • May 05
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 28% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 28% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (AU$145.2m market cap, or US$96.0m). Upcoming Dividend • Mar 13
Upcoming dividend of AU$0.03 per share Eligible shareholders must have bought the stock before 20 March 2024. Payment date: 12 April 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (6.3%). Lower than average of industry peers (4.7%). Buy Or Sell Opportunity • Feb 22
Now 21% undervalued The stock has been flat over the last 90 days, currently trading at AU$1.58. The fair value is estimated to be AU$1.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 69% in 2 years. Earnings are forecast to decline by 56% in the next 2 years. Buy Or Sell Opportunity • Feb 13
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.2% to AU$1.56. The fair value is estimated to be AU$2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 69% in 2 years. Earnings are forecast to decline by 56% in the next 2 years. Price Target Changed • Dec 18
Price target decreased by 9.2% to AU$2.64 Down from AU$2.90, the current price target is an average from 3 analysts. New target price is 76% above last closing price of AU$1.50. Stock is down 48% over the past year. The company posted earnings per share of AU$0.61 last year. Announcement • Dec 12
Enero Group Limited to Report First Half, 2024 Results on Feb 28, 2024 Enero Group Limited announced that they will report first half, 2024 results on Feb 28, 2024 Buying Opportunity • Nov 23
Now 21% undervalued Over the last 90 days, the stock is up 2.7%. The fair value is estimated to be AU$1.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years. Announcement • Nov 01
The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG). The Civic Partnership Pty Ltd acquired CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023. CPR contributed 1.2%, or AUD 2.7 million, of Enero Group net revenue for FY23. The Civic Partnership Pty Ltd completed the acquisition of CPR Communications and Public Relations Pty Limited from Enero Group Limited (ASX:EGG) on October 31, 2023. Buying Opportunity • Oct 31
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 14%. The fair value is estimated to be AU$1.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years. Buying Opportunity • Oct 05
Now 25% undervalued after recent price drop Over the last 90 days, the stock is down 5.9%. The fair value is estimated to be AU$2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years. Buying Opportunity • Sep 19
Now 20% undervalued Over the last 90 days, the stock is up 9.2%. The fair value is estimated to be AU$2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years. Upcoming Dividend • Sep 12
Upcoming dividend of AU$0.045 per share at 6.9% yield Eligible shareholders must have bought the stock before 19 September 2023. Payment date: 03 October 2023. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 6.9%. Within top quartile of Australian dividend payers (6.9%). Higher than average of industry peers (5.6%). Buying Opportunity • Sep 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 10%. The fair value is estimated to be AU$2.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 60%. Revenue is forecast to decline by 66% in 2 years. Earnings is forecast to decline by 51% in the next 2 years. Reported Earnings • Aug 18
Full year 2023 earnings released: EPS: AU$0.61 (vs AU$0.29 in FY 2022) Full year 2023 results: EPS: AU$0.61 (up from AU$0.29 in FY 2022). Revenue: AU$740.2m (up 42% from FY 2022). Net income: AU$56.5m (up 123% from FY 2022). Profit margin: 7.6% (up from 4.9% in FY 2022). Revenue is expected to decline by 56% p.a. on average during the next 2 years, while revenues in the Media industry in Australia are expected to grow by 1.4%. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. New Risk • Aug 18
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: AU$154.4m (US$98.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. 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. Market cap is less than US$100m (AU$154.4m market cap, or US$98.9m). Valuation Update With 7 Day Price Move • Jul 19
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to AU$1.83, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Media industry in Australia. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.95 per share. Buying Opportunity • Jul 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be AU$1.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to AU$1.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.98 per share. Buying Opportunity • Jun 09
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be AU$1.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Earnings per share has grown by 39%. Revenue is forecast to decline by 60% in 2 years. Earnings is forecast to grow by 7.2% in the next 2 years. Announcement • Jun 09
Enero Group Limited to Report Fiscal Year 2023 Results on Aug 18, 2023 Enero Group Limited announced that they will report fiscal year 2023 results on Aug 18, 2023 Recent Insider Transactions • Mar 02
Independent Non-Executive Director recently bought AU$99k worth of stock On the 21st of February, David Brain bought around 46k shares on-market at roughly AU$2.18 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$293k more in shares than they have sold in the last 12 months. Price Target Changed • Feb 17
Price target decreased by 19% to AU$4.20 Down from AU$5.20, the current price target is an average from 3 analysts. New target price is 83% above last closing price of AU$2.30. Stock is down 39% over the past year. The company is forecast to post earnings per share of AU$0.33 for next year compared to AU$0.29 last year. Announcement • Feb 17
Enero Group Limited Announces Ordinary Fully Paid Dividend for Six Months Ended December 31, 2022, Payable on March 15, 2023 Enero Group Limited announced ordinary fully paid dividend of AUD 0.06500000 per security for a period of six months ended December 31, 2022, payable on March 15, 2023. Record date is February 24, 2023 and ex-date is February 23, 2023. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to AU$2.30, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Media industry in Australia. Total returns to shareholders of 46% over the past three years. Announcement • Jan 21
Enero Group Limited to Report First Half, 2023 Results on Feb 16, 2023 Enero Group Limited announced that they will report first half, 2023 results on Feb 16, 2023 Recent Insider Transactions Derivative • Sep 18
CEO & Executive Director exercised options to buy AU$792k worth of stock. On the 14th of September, Brent Scrimshaw exercised options to buy 258k shares at a strike price of around AU$3.28, costing a total of AU$846k. This transaction amounted to 119% of their direct individual holding at the time of the trade. Since December 2021, Brent has owned 216.88k shares directly. Company insiders have collectively bought AU$1.0m more than they sold, via options and on-market transactions, in the last 12 months. Upcoming Dividend • Sep 12
Upcoming dividend of AU$0.065 per share Eligible shareholders must have bought the stock before 19 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of Australian dividend payers (6.5%). Lower than average of industry peers (6.0%). Recent Insider Transactions • Aug 19
Independent Non-Executive Chairman recently bought AU$102k worth of stock On the 16th of August, Ann Sherry bought around 31k shares on-market at roughly AU$3.25 per share. This was the largest purchase by an insider in the last 3 months. This was Ann's only on-market trade for the last 12 months. Price Target Changed • Aug 17
Price target decreased to AU$5.20 Down from AU$6.20, the current price target is an average from 2 analysts. New target price is 60% above last closing price of AU$3.26. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of AU$0.34 for next year compared to AU$0.29 last year. Reported Earnings • Aug 13
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: AU$0.29 (up from AU$0.005 loss in FY 2021). Revenue: AU$522.4m (up 29% from FY 2021). Net income: AU$25.4m (up AU$25.8m from FY 2021). Profit margin: 4.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.0%. Over the next year, revenue is expected to shrink by 52% compared to a 8.8% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year. Announcement • Aug 12
Enero Group Limited Announces Dividend for the Six Months Ending on 30 June 2022, Payable on October 4 2022 Enero Group Limited announced dividend of AUD 0.06500000 for the six months ending on 30 June 2022 . Payable on October 4 2022, record date is 20 September 2022 and Ex date is 19 September 2022. Announcement • Jun 17
Enero Group Limited to Report Fiscal Year 2022 Results on Aug 12, 2022 Enero Group Limited announced that they will report fiscal year 2022 results on Aug 12, 2022 Announcement • May 06
Fiftyfive 5 Pty Ltd acquired The Leading Edge and The Digital Edge for AUD 1.35 million. Fiftyfive 5 Pty Ltd acquired The Leading Edge and The Digital Edge for AUD 1.35 million on May 6, 2022.
Fiftyfive 5 Pty Ltd completed the acquisition of The Leading Edge and The Digital Edge on May 6, 2022. Price Target Changed • Apr 27
Price target increased to AU$6.10 Up from AU$2.20, the current price target is provided by 1 analyst. New target price is 69% above last closing price of AU$3.60. Stock is up 12% over the past year. The company is forecast to post earnings per share of AU$0.30 next year compared to a net loss per share of AU$0.0046 last year. Reported Earnings • Feb 20
First half 2022 earnings: Revenues exceed analysts expectations while EPS lags behind First half 2022 results: EPS: AU$0.16 (up from AU$0.15 in 1H 2021). Revenue: AU$243.5m (up 25% from 1H 2021). Net income: AU$13.7m (up 3.2% from 1H 2021). Profit margin: 5.6% (down from 6.8% in 1H 2021). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) missed analyst estimates by 102%. Over the next year, revenue is expected to shrink by 57% compared to a 8.2% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings. Announcement • Feb 17
Enero Group Limited Declares Interim Dividend, Payable on 16 March 2022 Enero Group Limited the Directors have declared an interim dividend, with respect to ordinary shares, of 6.0 cents per share, fully franked. The interim dividend will have a record date of 25 February 2022 and a payment date of 16 March 2022. The financial effect of this dividend has not been brought to account in the financial statements for the half year ended 31 December 2021 but will be recognized in the subsequent financial period. Announcement • Feb 02
Enero Group Limited to Report First Half, 2022 Results on Feb 17, 2022 Enero Group Limited announced that they will report first half, 2022 results on Feb 17, 2022 Upcoming Dividend • Sep 15
Upcoming dividend of AU$0.044 per share Eligible shareholders must have bought the stock before 22 September 2021. Payment date: 06 October 2021. Trailing yield: 4.9%. Lower than top quartile of Australian dividend payers (5.1%). Higher than average of industry peers (3.1%). Reported Earnings • Aug 22
Full year 2021 earnings released: AU$0.005 loss per share (vs AU$0.13 profit in FY 2020) The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: AU$404.1m (up 50% from FY 2020). Net loss: AU$402.0k (down 104% from profit in FY 2020). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Mar 10
Enero Group Limited Appoints Cathy Hoyle as Company Secretary Enero Group Limited announced that Cathy Hoyle has been appointed to the role of Company Secretary, in addition to her role as Group General Counsel, effective March 8, 2021. Following a 10-year marketing career in the US entertainment industry, Cathy moved into the legal profession and now has 15 years' experience as an international corporate lawyer, specializing in marketing and entertainment law. Cathy has been with the company for just under 7 years and holds a Masters of Law from the Australian National University. Executive Departure • Mar 09
CFO & Company Secretary has left the company On the 8th of March, Brendan York's tenure in the role of CFO & Company Secretary ended. As of December 2020, Brendan personally held 363.65k shares (AU$771k worth at the time). A total of 2 executives have left over the last 12 months. Announcement • Mar 09
Enero Group Limited Appoints Carla Webb-Sear as Chief Financial Officer Enero Group Limited announced the appointment of Carla Webb-Sear as Chief Financial Officer. Carla brings a wealth of experience to the Group, most recently in the role of Chief Financial Officer for Channel Ten/Viacom CBS. Prior to that, Carla spent 11 years with Fairfax Media in a variety of senior Finance roles and 11 years with PwC, where she worked in a number of international locations. Major Estimate Revision • Mar 06
Analysts increase EPS estimates to AU$0.28 The 2021 consensus revenue estimate increased from AU$146.6m to AU$160.0m. The earnings per share estimate also received an upgrade from AU$0.24 to AU$0.28 for the same period. Net income is expected to grow by 23% next year compared to 18% growth forecast for the Media industry in Australia. The consensus price target increased from AU$2.20 to AU$3.36. Share price is down by 2.9% to AU$2.98 over the past week. Announcement • Mar 05
Graham Goodkind and Alex Grier acquired 75% stake in Frank Public Relations Limited from Enero Group Limited (ASX:EGG) for AUD 1.5 million in a management buy out transaction. Graham Goodkind and Alex Grier acquired 75% stake in Frank Public Relations Limited from Enero Group Limited (ASX:EGG) for AUD 1.5 million in a management buy out transaction on March 3, 2021. The consideration will be paid in cash.
Graham Goodkind and Alex Grier completed the acquisition of 75% stake in Frank Public Relations Limited from Enero Group Limited (ASX:EGG) for AUD 1.5 million in a management buy out transaction on March 3, 2021