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): 58
Equiv. Shares (M): 361

Current Price Data+
Current Price Open High Low Last Close Volume Price Movement
 $ 0.160 $ 0.160 $ 0.160 $ 0.160 $ 0.155 35,000 $ 0.005  3.226 %

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 -- 0.0 1.5 7.8 100.0
2013  A 4.8 1.3 -60.9 13.1 1.5 8.6 100.0
2012  A 12.6 3.4 -4.8 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) $4,119 M 0.0459 -0.0454 0.0375 11.9287 12.4957 12.0440 3.60 4.12 4.36
IOOF (IFL) $3,100 M 0.1260 0.1176 0.0629 19.7288 17.6521 16.6077 4.60 5.03 5.47
Macquarie Group (MQG) $27,424 M 0.5572 0.2275 0.1076 22.4871 18.3199 16.5400 4.57 3.77 4.24
Ozgrowth (OZG) $56 M -- -- -- -- -- -- 9.68 -- --
Platinum Asset Mgmt (PTM) $4,753 M 0.4366 0.0817 0.1793 25.0617 23.1690 19.6472 4.18 4.44 4.93

Market Comparison
Earnings P/E Ratio P/B Ratio P/E Growth
OZG 1.67 -- 0.71 --
Market 0.91 14.7 1.04 1.10
Sector 1.19 15.2 1.12 1.77

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
135,708,108 (37.80%) Euroz Limited
40,000,000 (11.10%) Cape Bouvard Equities Pty Ltd

Calendar of Events
Date Event
05 February 2016 Report (Interim)
30 September 2015 Report (Annual)
10 August 2015 Report (Annual)
10 August 2015 Report (Prelim)
© 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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