Westoz Investment Company Limited (WIC)

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General Information
Company Name: Westoz Investment Company Limited
Stock Code: WIC
Website: www.westozfunds.com.au
GICS Sub-Industry: Specialized Finance
Market Cap ($M): 122
Equiv. Shares (M): 129

Current Price Data+
Current Price Open High Low Last Close Volume Price Movement
$ 0.945 $ 0.945 $ 0.945 $ 0.935 $ 0.945 86,116 0%

Company Overview

Business Description:
Westoz Investment Company Limited (WIC) is an investment company focusing on producing a return on funds invested. The management of the fund is undertaken by Westoz Funds Management Pty Ltd., a 100% owned subsidiary of Euroz Ltd.

Financial Summary
Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2014  A 21.3 16.6 186.9 7.2 9.0 7.5 100.0
2013  A 7.4 5.8 -- 18.1 9.0 8.6 100.0
2012  A -7.0 -5.5 -- 0.0 4.0 4.2 100.0
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
ASX (ASX) $8,325 M NaN 0.0298 0.0569 21.6592 21.0320 19.9000 4.14 4.21 4.46
Westoz Investment Company (WIC) $122 M 1.8685 -- -- 5.6996 -- -- 9.52 -- --

Market Comparison
Earnings P/E Ratio P/B Ratio P/E Growth
WIC 0.26 5.70 0.73 --
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 11 March 2005
Mr Terrence (Terry) Charles Budge Non-Executive Director 06 April 2005
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 11 March 2005

Substantial Shareholders
Holding Name
32,312,818 (25.20%) Euroz Limited
10,152,230 (7.90%) Wilson Asset Management Group
8,789,974 (6.90%) Geoffrey Francis Brown

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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