Summerset Group
Summerset Group Holdings was listed on the NZX in 2011 and the ASX in 2013. The company is a developer and operator of retirement villages in New Zealand with more than 5,500 residents across 31 retirement villages throughout NZ.
The company recently announced plans to expand into the Australian market through two land acquisitions which they are planning to develop new retirement facilities on.
The company employees more than 1,500 people and has a market capitalisation of over $2 billion in 2020. Julian Cook has been the CEO of Summerset since 2014.
Announcements
| Title | Date | Type |
|---|---|---|
| Outcome of Summerset Annual Meeting | Wed, Apr 27 2022 03:33 pm | MEETING |
| Summerset Annual Meeting - Chairman and CEO Addresses | Wed, Apr 27 2022 01:00 pm | MEETING |
| Ongoing Disclosure Notice (Stephen Bull) | Wed, Apr 20 2022 02:20 pm | SHINTR |
| 1Q22 Metrics - Sales of Occupation Rights | Mon, Apr 11 2022 08:30 am | MKTUPDTE |
| Ongoing Disclosure Notices | Tue, Mar 29 2022 04:35 pm | SHINTR |
| SPH Notice - Fisher Funds Management Limited | Fri, Mar 25 2022 08:41 am | SHINTR |
| ASX Appendix 2A | Wed, Mar 23 2022 09:36 am | SECISSUE |
| Notice of Allotment of Securities | Wed, Mar 23 2022 08:30 am | SECISSUE |
| Notice of Meeting | Wed, Mar 23 2022 08:30 am | MEETING |
| Summerset Director James Ogden Announces Retirement | Mon, Mar 21 2022 08:30 am | ADMIN |
Directors and Executives
Dr Marie Bismark
Independent Non-Executive Director
Stephen Bull
Independent Non-Executive Director
Venasio Crawley
Independent Non-Executive Director
Robyn Heyman
Company Secretary
James Ogden
Independent Non-Executive Director
Scott Scoullar
Chief Executive Officer
Grainne Troute
Independent Non-Executive Director
Anne Urlwin
Independent Non-Executive Director
Mark Verbiest
Independent Chairman
Andrew Wong
Independent Non-Executive Director
William Wright
Chief Financial Officer
Company Details
Registered Office:
Level 27, Majestic Centre, 100 Willis Street, Wellington 6011
Postal Address:
PO Box 5187, Lambton Quay, Wellington 6145
Telephone:
+64 4 894 7320
Facsimile:
+64 4 894 7319
Website:
www.summerset.co.nz
First Listed:
01/11/2011
Balance Date:
31 December
AGM:
27/04/2022
Major Holdings Announcements
| Date | Name | No. Held | % | Current |
|---|---|---|---|---|
| 25/03/22 | Fisher Funds Management Limited | 14,328,895 | 5.19 | 6.20 |
| 04/02/22 | Milford Asset Management Limited | 11,323,399 | - | 4.92 |
| 12/01/22 | Harbour Asset Management Limited an | 15,615,814 | 7.21 | 6.78 |
| 03/08/21 | The Vanguard Group, Inc. | 6,643,365 | 5.00 | 2.90 |
| 19/08/20 | Accident Compensation Corporation | 11,319,999 | 5.04 | 4.96 |
| 06/05/20 | Milford Funds Limited | 12,006,954 | - | 5.27 |
| 19/07/19 | Harbour Asset Management Limited | 18,658,150 | 6.14 | 8.27 |
| 15/03/19 | Jarden Partners Limited. | 16,136,639 | 8.25 | 7.16 |
| 11/06/18 | New Zealand Superannuation Fund Nom | 11,196,480 | 5.04 | 4.98 |
| 16/10/17 | Cooper Investors Pty Ltd | 10,924,594 | 5.06 | 4.90 |
Director’s Interests Announcements
| Date | Name | No. Held | % | Details | Other |
|---|---|---|---|---|---|
| 20/04/22 | Stephen John Bull | 6,700 | - | - | - |
| 29/03/22 | Marie Magdaleen Bismark | 24,233 | - | - | - |
| 29/03/22 | Grainne Troute | 25,241 | - | - | - |
| 29/03/22 | Scott Scoullar | 573,424 | - | - | - |
| 29/03/22 | James Ogden | 39,707 | - | - | - |
| 29/03/22 | Anne Urlwin | 31,834 | - | - | - |
| 23/12/21 | William George Graeme W | 122,361 | - | - | - |
| 16/11/21 | Venasio Crawley | 4,285 | - | - | - |
| 31/08/21 | Mark John Verbiest | 7,000 | - | - | - |
| 11/05/21 | Robert James Campbell | 10,320 | - | - | - |
| 01/04/21 | Tania Smith | 8,012 | - | - | - |
| 02/03/21 | Julian Cook | 2,266,803 | - | - | - |
| 02/11/17 | Andrew Wong | 10,500 | - | - | - |
| 09/09/16 | Norah Kathleen Barlow | 509,795 | 0.23 | - | - |
Analysts’ Forecasts
| profit2021 | profit2022 | eps2021 | dps2021 | sales2021 | ebit2021 | ebitda2021 | |
|---|---|---|---|---|---|---|---|
| mean | 173.2 | 190.9 | 67.2 | 21.4 | 400.1 | 173.0 | 186.5 |
| high | 198.1 | 212.9 | 68.2 | 23.0 | 400.1 | 173.0 | 186.9 |
| low | 148.3 | 168.8 | 66.2 | 19.9 | 400.1 | 173.0 | 186.1 |
| sample | 2 | 2 | 2 | 2 | 1 | 1 | 2 |
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Last
Updated: 01/04/2022