Ozgrowth Limited (OZG)

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General Information
Company Name: Ozgrowth Limited
Stock Code: OZG
Website: www.ozgrowth.com.au
GICS Sub-Industry: Other Diversified Financial Services
Market Cap ($M): 72
Equiv. Shares (M): 361

Current Price Data+
Current Price Open High Low Last Close Volume Price Movement
 $ 0.200 $ 0.200 $ 0.200 $ 0.195 $ 0.205 102,000 $ -0.005  -2.439 %

Company Overview

Business Description:
Ozgrowth Limited (OZG) is a listed investment company that focuses on investing in Australian equity market. The portfolio of assets is managed by Westoz Funds Management Pty Ltd, a wholly owned subsidiary of Euroz Limited.

Financial Summary
Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2014  A -5.8 -1.6 -223.1 0.0 1.5 7.8 100.0
2013  A 4.8 1.3 -61.8 13.1 1.5 8.6 100.0
2012  A 12.6 3.4 -5.6 4.7 1.0 6.3 100.0
Source: Aspect actuals / Thomson IBES estimates

Peer Comparison
EPS Growth (%) P/E (%) Dividend Yield (%)
Company Mkt Cap 2012 A 2013 F 2014 F 2012 A 2013 F 2014 F 2012 A 2013 F 2014 F
Challenger (CGF) $4,073 M 0.0459 -0.0043 0.0456 11.9122 11.9635 11.4422 3.60 4.16 4.50
IOOF (IFL) $2,692 M 0.1260 0.1406 0.0980 17.1314 15.0201 13.6800 5.30 5.86 6.45
Macquarie Group (MQG) $18,867 M 0.5572 0.0965 0.0632 16.0615 14.6476 13.7774 6.39 5.00 5.42
Ozgrowth (OZG) $74 M -- -- -- -- -- -- 7.32 -- --
Platinum Asset Mgmt (PTM) $3,494 M 0.4366 0.0355 0.0741 18.5573 17.9220 16.6851 5.65 5.51 5.94

Market Comparison
Earnings P/E Ratio P/B Ratio P/E Growth
OZG 2.74 -- 0.89 --
Market 1.12 13.9 1.00 1.04
Sector 1.26 15.1 1.08 1.73

Name Position Start Date
Mr Philip Rees Company Secretary,Executive Director 31 October 2007
Mr Michael Leslie Jefferies Non-Executive Director 31 October 2007
Mr Dermot Woods Non-Executive Director 05 November 2013
Mr Stephen John Tucker Non-Executive Director 03 June 2014
Mr Jay Evan Dale Hughes Non-Executive Director,Non-Executive Chairman 09 July 2007

Substantial Shareholders
Holding Name
131,427,160 (36.46%) Euroz Limited
40,000,000 (11.10%) Cape Bouvard Equities Pty Ltd

Calendar of Events
Date Event
10 August 2015 Report (Annual)
10 August 2015 Report (Prelim)
09 February 2015 Report (Interim)
22 September 2014 Report (Annual)
© 2011 Morningstar, Inc. All rights reserved. The data and content contained herein are not guaranteed to be accurate, complete or timely. Neither Morningstar, nor its affiliates nor their content providers will have any liability for use or distribution of any of this information. To the extent that any of the content above constitutes advice, it is general advice that has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making any financial investment decision. If applicable investors should obtain the relevant product disclosure statement and consider it before making any decision to invest. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). DISCLOSURE: Employees may have an interest in the securities discussed in this report. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.asp.


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