)
Visual22 Oct 2025
Epiroc's cash spent on M&A
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.Investor Presentation summary8 Sep, 2025
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.
How long can current dividends be sustained?
Describe Sandon Capital's activism techniques
What is the estimated capital cost for QPM's IPS?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Sandon Capital Investments earnings date
AGM 202518 Nov, 2025
Next Sandon Capital Investments earnings date
AGM 202518 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Sandon Capital Investments Limited is an Australian investment company focused on identifying and investing in undervalued assets across various sectors. The company employs an activist investment approach, seeking to unlock value in its portfolio by engaging with management teams and advocating for strategic changes where it sees opportunities for growth or improved returns. Sandon Capital Investments holds a diversified portfolio that may include equities, fixed income, and other financial instruments, aiming to generate long-term capital appreciation for its shareholders. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage