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Sandon Capital Investments (SNC) investor relations material
Sandon Capital Investments Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Key investment highlights
Shares offer a 6.2% yield (8.2% grossed up for franking) and trade at a 7.2% discount to NTA, with monthly dividends providing regular cash flow.
Portfolio companies are resilient, with strong balance sheets and exposure to performing sectors.
Profits reserves and franking balance support current dividend levels for approximately four years.
SNC has outperformed key indices over 3 years and since inception, with a 67% win/loss ratio in investment selection.
Compared to peers, SNC offers a higher yield and trades at a larger discount to NTA among monthly income LICs.
Portfolio company updates
Carbon Conscious Investments Ltd generates revenue from large-scale carbon projects, with major contracts extending to 2027/2030 and a premium ACCU price; paid a $720K fully franked dividend.
QPM Energy is expanding gas-fired power generation, with a new 112MW plant due in 2027 and significant gas reserves.
Southern Cross Media Group is considered undervalued, with activist efforts underway to change the board and unlock value.
COG Financial Services has strengthened its board, sold non-core assets, and acquired EasiFleet, expanding public sector exposure.
Karoon Energy has shifted to a capital management focus, initiating dividends and buybacks following activist engagement.
Investment philosophy and approach
Focus on undervalued companies where prices are below intrinsic value, using activism to unlock value.
Employs both visible and less visible engagement techniques, including board changes and proxy contests.
Long-term, patient approach supported by a strong investor base and extensive network.
Team has decades of experience in financial markets and asset management.
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