Ampol Ltd

[whatsup]

Great to see Ampol Ltd listed in N Z today, one of the first shares bought in Aust circa Aug 1963. 6 shillings and 9 pence !!!

[nztx]

Indeed - lets look at the recent dividend history from ASX:

https://www2.asx.com.au/markets/company/ald

2 Sep 2019 - AU 32.0c - franked @ 30%
2 Mar 2020 - AU 51.0c - franked @ 30%

7 Sep 2020 - AU 25.0c - franked @ 30%
1 Mar 2021 - AU 23.0c - franked @ 30%

6 Sep 2021 - AU 52.0c - franked @ 30%
7 Mar 2022 - AU 41.0c - franked @ 30%

[whatsup]

Up 10%+ since listing in N Z in little over a month, in an otherwise bear market, well done holders !

[nztx]

Up 10%+ since listing in N Z in little over a month, in an otherwise bear market, well done holders !


Woodside on ASX showing a similar if not better trend. looked a better prospect than ALD here :)

[Sideshow Bob]

https://www.nzx.com/announcements/416655

Key points
• First half 2023 Group Replacement Cost Operating Profit (RCOP) Earnings Before Interest and Tax (EBIT) of$576.3 million
• Result includes growth in non-refining RCOP EBIT, inclusive of a net uplift in New Zealand earnings from theacquisition of Z Energy (May 2022) and divestment of Gull (July 2022)
• Includes impact of Lytton refinery unplanned outage, compared to a record refining result last year• Delivered Z Energy benefits and synergies on an exit run rate basis
• Statutory Net Profit After Tax (NPAT) (Attributable to Parent) of $79.1 million
• Total sales volumes increased by 25 per cent from first half in 2022 to 14.4 billion litres
• Strong balance sheet with leverage at 1.8 times
• Declared an Interim dividend of 95 cents per share, representing a 69 per cent payout ratio of RCOP NPAT(Attributable to Parent) excluding significant items

[Sideshow Bob]

https://www.nzx.com/announcements/435069

RESILIENT HALF YEAR PERFORMANCE

Key points
• Unaudited Group Replacement Cost Operating Profit (RCOP)1 EBIT for the first half of the 2024 financial year ofapproximately $500-510 million and RCOP EBITDA of approximately $735 - 745 million
• EBIT2 in Convenience Retail and New Zealand grew3 despite tougher economic conditions
• Fuels & Infrastructure (F&I) Australia EBIT was broadly in line with the first half of the 2023 financial year
• Fuels & Infrastructure (F&I) International EBIT was lower this half due to less favourable trading conditionsparticularly in 2Q 2024
• Lytton Refiner Margin (LRM)4 of US$10.27 per barrel for the first half of the 2024 financial year