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YELLOW BRICK ROAD HOLDINGS LIMITED (YBR)


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General Information
Company Name: Yellow Brick Road Holdings Limited
Stock Code: YBR
Website: www.ybr.com.au
GICS Sub-Industry: Other Diversified Financial Services
Market Cap ($M): 96
Equiv. Shares (M): 180

Current Price Data+
Current Price Open High Low Last Close Volume Price Movement
 $ 0.530 $ 0.530 $ 0.530 $ 0.530 $ 0.525 9,850 $ 0.005  0.952 %

Company Overview

Business Description:
Yellow Brick Road Holdings Limited (YBR, formerly ITS Capital Investments Ltd) is a wealth management company that provides comprehensive financial advice, management, execution and administration services, and related professional services in areas of taxation, accounting, estate planning, insurance and finance broking. YBR operates through its branches in New South Wales, Australian Capital Territory, Victoria, Queensland, South Australia and Western Australia.

Financial Summary
Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2012  A -6.8 -4.4 -- 0.0 0.0 0.0 --
2011  A -2.6 -2.9 -- 0.0 0.0 0.0 --
2010  A -0.5 -3.5 -- 0.0 0.0 0.0 --
Source: Aspect actuals / Thomson IBES estimates

Peer Comparison
EPS Growth (%) P/E (%) Dividend Yield (%)
Company Mkt Cap 2010 A 2011 F 2012 F 2010 A 2011 F 2012 F 2010 A 2011 F 2012 F
IOOF (IFL) $1,734 M -0.1406 0.1266 0.1283 18.0872 16.0542 14.2286 0.0495 0.0554 0.0615
Macquarie Group (MQG) $14,333 M 0.2165 0.2969 0.1619 17.1394 13.2155 11.3739 0.0474 0.0556 0.0627
Perpetual (PPT) $1,662 M 0.1615 0.1181 0.1821 23.5417 21.0552 17.8117 0.0227 0.0298 0.0422
Platinum Asset Mgmt (PTM) $3,213 M -0.1447 NaN 0.1843 24.7001 24.6892 20.8474 0.0378 0.0377 0.0458
Yellow Brick Road Holdings (YBR) $95 M -- -- -- -- -- -- 0.0000 -- --

Market Comparison
Earnings P/E Ratio P/B Ratio P/E Growth P/S Ratio
YBR -- -- 3.70 -- 5.97
Market 0.94 12.5 0.82 1.96 2.44
Sector 1.11 17.9 1.10 1.24 4.29

Directors
Name Position Start Date
Mr Mark Leigh Bouris Executive Chairman 11 February 2011
Scott Jones Non-Executive Director 14 July 2007
Mr Adrian John Bouris Non-Executive Director 11 February 2011
Mr Owen Francis Williams Non-Executive Director 11 February 2011
Mr David Bernard Coleman Non-Executive Director 08 September 2011

Management
Name Position
Matt Lawler Chief Executive Officer
Bryn Nicholson Chief Operating Officer
Grant Pearson Chief Risk Officer and Head of Wealth Management
Richard Henry Joseph Shaw Company Secretary
James Garnsey Head of Accounting and Tax
Brad Seymour Head of Retail and Marketing

Substantial Shareholders
Holding Name
43,453,865 (26.70%) Golden Wealth Holding Pty Ltd
15,996,810 (9.83%) YBR Nominees Pty Ltd
32,450,000 (19.94%) Pink Platypus Pty Ltd

Calendar of Events
Date Event
27 February 2014 Report (Interim)
21 October 2013 Report (Annual)
04 September 2013 Report (Prelim)
28 August 2013 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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