Supply Network Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Geoffrey David Stewart

Chief executive officer

AU$1.0m

Total compensation

CEO salary percentage	45.0%
CEO tenure	25yrs
CEO ownership	1.4%
Management average tenure	no data
Board average tenure	18.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Geoffrey David Stewart's remuneration changed compared to Supply Network's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	AU$1m	AU$458k	AU$33m
Mar 31 2024	n/a	n/a	AU$31m
Dec 31 2023	n/a	n/a	AU$30m
Sep 30 2023	n/a	n/a	AU$29m
Jun 30 2023	AU$734k	AU$430k	AU$27m
Mar 31 2023	n/a	n/a	AU$25m
Dec 31 2022	n/a	n/a	AU$23m
Sep 30 2022	n/a	n/a	AU$22m
Jun 30 2022	AU$744k	AU$440k	AU$20m
Mar 31 2022	n/a	n/a	AU$19m
Dec 31 2021	n/a	n/a	AU$17m
Sep 30 2021	n/a	n/a	AU$16m
Jun 30 2021	AU$797k	AU$452k	AU$14m
Mar 31 2021	n/a	n/a	AU$13m
Dec 31 2020	n/a	n/a	AU$11m
Sep 30 2020	n/a	n/a	AU$10m
Jun 30 2020	AU$725k	AU$454k	AU$10m
Mar 31 2020	n/a	n/a	AU$9m
Dec 31 2019	n/a	n/a	AU$9m
Sep 30 2019	n/a	n/a	AU$9m
Jun 30 2019	AU$638k	AU$435k	AU$9m
Mar 31 2019	n/a	n/a	AU$9m
Dec 31 2018	n/a	n/a	AU$8m
Sep 30 2018	n/a	n/a	AU$8m
Jun 30 2018	AU$716k	AU$474k	AU$8m

Compensation vs Market: Geoffrey David's total compensation ($USD661.35K) is below average for companies of similar size in the Australian market ($USD1.10M).

Compensation vs Earnings: Geoffrey David's compensation has increased by more than 20% in the past year.

CEO

Geoffrey David Stewart

25yrs

Tenure

AU$1,016,694

Compensation

Mr. Geoffrey David Huston Stewart has been the Managing Director of Supply Network Ltd. since November 2000 and also serves as its Executive Director. Mr. Stewart served as the Chief Executive Officer of S...

Board Members

Name	Position	Tenure	Compensation	Ownership
Geoffrey David Stewart	MD & Executive Director	no data	AU$1.02m	1.38% A$ 17.3m
Robert Fraser	Independent Non-Executive Director	less than a year	AU$13.52k	0.47% A$ 5.9m
Peter Gill	Non-Executive Director	18.3yrs	AU$81.10k	0.82% A$ 10.2m
Peter McKenzie	Non-Executive Director	18.3yrs	AU$81.10k	7.97% A$ 99.8m
Gregory Forsyth	Non-Executive Chairman	18.8yrs	AU$124.35k	1.61% A$ 20.1m

18.3yrs

Average Tenure

Experienced Board: SNL's board of directors are seasoned and experienced ( 18.3 years average tenure).

Supply Network Management

Management criteria checks 2/4

Key information

Recent management updates

Non-Executive Director recently sold AU$6.9m worth of stock

Supply Network Limited, Annual General Meeting, Nov 27, 2024

Non-Executive Director recently sold AU$29m worth of stock

Non-Executive Director recently sold AU$72k worth of stock

Non-Executive Director recently sold AU$93k worth of stock

Non-Executive Director recently sold AU$74m worth of stock

Recent updates

Non-Executive Director recently sold AU$6.9m worth of stock

Supply Network Limited, Annual General Meeting, Nov 27, 2024

New minor risk - Shareholder dilution

Upcoming dividend of AU$0.33 per share

Non-Executive Director recently sold AU$29m worth of stock

Full year 2024 earnings released: EPS: AU$0.79 (vs AU$0.67 in FY 2023)

Supply Network Limited Provides Earnings Guidance for 2025

First half dividend increased to AU$0.33

Non-Executive Director recently sold AU$72k worth of stock

Upcoming dividend of AU$0.23 per share

Non-Executive Director recently sold AU$93k worth of stock

First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.31 in 1H 2023)

New major risk - Earnings quality

Final dividend of AU$0.23 announced

Supply Network Limited Declares Fully Franked Interim Dividend, to Be Paid on 4 April 2024

Non-Executive Director recently sold AU$74m worth of stock

Non-Executive Director recently sold AU$154k worth of stock

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2024

Non-Executive Director recently bought AU$2.4m worth of stock

Supply Network Limited, Annual General Meeting, Nov 29, 2023

Insider recently sold AU$15m worth of stock

Upcoming dividend of AU$0.28 per share at 3.7% yield

Full year 2023 earnings released: EPS: AU$0.67 (vs AU$0.49 in FY 2022)

New minor risk - Financial data availability

Supply Network Limited Announces Dividend for the Year Ended June 30, 2023, Payable on October 3, 2023

New minor risk - Insider selling

Supply Network Limited Provides Consolidated Earnings Guidance for the Year 2023

No independent directors

No independent directors

Upcoming dividend of AU$0.20 per share at 3.3% yield

Now 21% undervalued after recent price drop

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

No independent directors

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.23 in 1H 2022)

Supply Network Limited Declares Fully Franked Interim Dividend, Payable on 6 April 2023

No independent directors

Supply Network Limited Announces Executive Changes

No independent directors

Supply Network Limited Provides Earnings Guidance for the First Half of Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.49 (vs AU$0.34 in FY 2021)

Supply Network Limited, Annual General Meeting, Nov 25, 2022

No independent directors

Supply Network Limited Provides Consolidated Sales Revenue Guidance for the Full Year 2022

Upcoming dividend of AU$0.12 per share

No independent directors

Supply Network Limited Provides Earnings Guidance for the Six Months Ended December 31, 2021

Investor sentiment improved over the past week

No independent directors

Insufficient new directors

CEO Compensation Analysis

CEO

Tenure

Compensation

Board Members

Average Tenure