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Showing 25-42 of 42 published briefings.

New Talisman Gold Mines (NTL)FY23Released 30 May 2023

Equity dropped NZ$4.1bn against a NZ$1.2bn loss as assets contracted 20.9%

The equity fall dwarfs the reported loss, pointing to material movements outside the income statement alongside a fourfold cash build.

Published 22 April 2026

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Iperion (IPR)FY23Released 30 May 2023

IPR's loss widened 70% to NZ$280.1m as operating outflow more than tripled

Interest income more than doubled on a larger cash pile, but fair-value-driven losses and a NZ$407.8m operating outflow dominated FY23.

Published 22 April 2026

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Metro Performance Glass (MPG)FY23Released 29 May 2023

Profit before significant items NZ$11.8m, but reported NPAT sank to -NZ$10.5m

Undisclosed significant items and a NZ$11.1m H2 NPAT swing overwhelmed an Australian Glass Group turnaround, while operating cash flow more than...

Published 21 April 2026

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Fletcher Building (FBU)HY23Released 15 February 2023

NPAT fell 46% and operating cash flow swung to a NZ$203m outflow

Underlying EBIT rose 8% on 5.4% revenue growth, but NZ$154m of significant items and a working-capital reversal nearly tripled net debt.

Published 21 April 2026

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New Talisman Gold Mines (NTL)HY23Released 29 November 2022

NPAT loss widened 26.6% to $664.5m as a $1.0bn convertible note reshapes the...

Revenue fell 40.5% to $0.4m while equity shrank 38.7%, leaving a cash-rich but increasingly leveraged capital structure with no operating earnings.

Published 22 April 2026

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Southern Charter Financial Group (IPR)HY23Released 29 November 2022

Loss widened 23% to NZD 132.4m as operating cash burn more than doubled

Interest income jumped on a larger cash pile, but the pre-tax loss and cash outflow both deepened while the company remains in acquisition-search...

Published 22 April 2026

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Metro Performance Glass (MPG)HY23Released 29 November 2022

MPG HY23: revenue up 18%, but operating cash collapsed 82% on...

Operating profit rebuilt to $5.6m and Australia swung into the black, yet PBT was flat and leverage rose to roughly 3.9x half-year EBITDA.

Published 21 April 2026

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Fletcher Building (FBU)FY22Released 17 August 2022

PBT up 38% but operating cash fell 33% as net debt more than tripled

Earnings growth was real but cash conversion collapsed on a $341m inventory build and capex nearly doubled, taking net debt from $191m to $689m.

Published 21 April 2026

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New Talisman Gold Mines (NTL)FY22Released 30 May 2022

NTL: revenue down 59.9% to NZ$1,191 while NPAT loss widened 39.8% to NZ$1.07m

Cash halved to NZ$492.5k as losses accelerated against a de minimis top line, leaving a visibly shortening runway with no disclosed guidance or...

Published 22 April 2026

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Iperion (IPR)FY22Released 30 May 2022

IPR loss widens 40% to NZ$164.7m as NZ$2.1bn cash is deployed into impairing...

Interest income halved as the cash pile collapsed from NZ$2.12bn to NZ$21.7m, and the assets it was redeployed into drove a larger loss than last...

Published 22 April 2026

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Metro Performance Glass (MPG)FY22Released 30 May 2022

MPG swings to NZ$0.5m loss as NZ margin halves despite 1.6% revenue lift

Top line held up, but NZ segment EBIT more than halved, operating cash flow fell 56%, and inventory days jumped by roughly 13 days.

Published 21 April 2026

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Fletcher Building (FBU)HY22Released 16 February 2022

NPAT up 41% but free cash flow collapsed to NZ$1m on inventory build

Earnings growth was real but lower tax and a 490m inventory build left dividend cover reliant on the balance sheet rather than cash generation.

Published 21 April 2026

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New Talisman Gold Mines (NTL)HY22Released 29 November 2021

Cash halved to NZ$0.96m as operating burn accelerated 40% at NTL

A non-producing gold explorer with only interest income saw its loss widen 31% and its cash reserves fall by nearly half in six months.

Published 22 April 2026

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Southern Charter Financial Group (IPR)HY22Released 29 November 2021

Interest income down 78% and loss widened 81% as cash pile collapsed 98%

A pre-acquisition shell burned through its cash balance while the operating loss deepened and no target has been named.

Published 22 April 2026

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Metro Performance Glass (MPG)HY22Released 22 November 2021

EBIT collapsed 77.8% on flat revenue as NZ margin fell to 4.7%

Covid restrictions and shipping disruption hollowed out profitability while capex more than tripled, leaving FCF a fraction of the prior half.

Published 21 April 2026

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Fletcher Building (FBU)FY21Released 18 August 2021

Fletcher swings to $305m NPAT and halves gross borrowings on $889m OCF

A clean recovery on paper, but with HY21 contributing only 39.7% of full-year NPAT, the earnings shape is visibly second-half weighted.

Published 21 April 2026

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New Talisman Gold Mines (NTL)FY21Released 31 May 2021

Revenue evaporated to NZ$3.0k as cash buffer fell 55.5% in one year

The operating loss narrowed sharply, but with near-zero revenue the read is dominated by exploration-stage cash burn against a shrinking balance...

Published 22 April 2026

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Iperion (IPR)FY21Released 31 May 2021

Interest income halved to NZ$25.3m as the NZ$2.1b cash shell waited on M&A

FY21 loss narrowed 26.4% to NZ$117.6m but revenue collapsed 50.9% with no acquisition yet deployed from the NZ$2.1b cash pile.

Published 22 April 2026

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