Top member reports
No meetings
Consensus community valuation
The consensus valuation is for members only and has been removed from this chart. Click for membership options.
Contributing Members
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
Valuation of $25.00
Added 11 months ago

from March to Aug 2023 Big improvement.

Return (inc div)   1yr: 9.30%   3yr: 24.69% pa   5yr: 8.84% pa

Debt / equity is manageable.

ROE is growing 30% then June 2024 Estimate 32%

PE latest: 25%

Final dividend per share (AUD) 40 cps1 Up 33%

Ex Div Date: 16/08/2023 (Wednesday)

Waited for the price dip in March. So looking good so far.

Read More
#Results Market Presentation
Added 11 months ago

Final dividend per share (AUD) 40 cps1 Up 33%

US Mortgage Services back to profit. Evaluating strategic options › Inflationary pressures moderating and further cost-out programs under consideration

COMPUTERSHARE LIMITED. (ASX:CPU) - Ann: FY23 Results Market Presentation, page-1 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum



What 'not ' to like here: Return (inc div)   1yr: 9.30%   3yr: 24.69% pa   5yr: 8.84% pa

This will compound the cash..


Read More
#Macquarie Australia Conference
Added one year ago

Portfolio of recurring core fees, cyclical event, transaction based revenues and margin income provides strong earnings growth




Read More
#Dividend Distribution
Added one year ago

CPU 52 week low here.........



Read More
#Acquisition 24/3/21
Last edited 3 years ago

Computershare Limited (ASX: CPU) today announces that it has entered into an agreement to acquire the assets of Wells Fargo Corporate Trust Services (“CTS”), a leading US based provider of trust and agency services to government and corporate clients (the “Acquisition”).

The Acquisition is expected to generate attractive financial returns for shareholders. The purchase price of US$750m represents an EV/LTM EBITDA acquisition multiple of 8.9x (pre synergies). After including stand-up capex, regulatory capital requirements and full run-rate synergies it represents an EV/LTM EBITDA acquisition multiple of 5.9x 0F (1). The Acquisition is expected to be at least 15% Management EPS accretive on a pro forma FY21 basis including full run-rate synergies1F (2). Based on ongoing organic growth and cost savings, there is a clear pathway to CTS generating 15%+ return on invested capital by FY252F (3).

1 Purchase price plus US$257m of upfront transaction costs, regulatory capital and liquidity and stand up capex equates to ~US$1.0bn total capital deployed. EBITDA on last twelve months’ basis as at 31-Dec-20, with pro forma adjustments to IT costs, detailed on page 21 of the Investor Presentation. Post-synergy multiple includes US$80m of pre-tax full run rate cost synergies expected to phase in over five years post Acquisition close, US$103m in stand up capex and US$115m in regulatory capital (excludes transaction costs).

2 Assumes full run rate pre-tax synergies of US$80m p.a. expected to phase in over 5 years post acquisition close.

3 CTS return on invested capital (ROIC) target by FY25 assuming consensus forward interest rate curve as at 18 March 2021

Also is an Investor Presentation ~ Aquisition & Capital Raising

View Attachment

Read More