)
Smartpay (SPY) investor relations material
Smartpay Scheme Meeting 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Attendees were reminded to silence phones and follow emergency procedures if needed.
The meeting was conducted in a hybrid format, allowing both in-person and virtual participation, with online attendees able to ask questions and vote.
Chairman Greg Barclay opened the meeting to discuss the proposed acquisition of all shares by Shift4 Holdings Limited via a scheme of arrangement.
Shareholder proposals
The main proposal was the approval of a scheme for the acquisition of all shares by Shift4 Payments at NZD $1.20 per share, near the midpoint of the independent adviser's valuation range (NZ$1.07–NZ$1.43).
Microequities, holding 13.3% of shares, intends to vote in favour.
Strategic initiatives and plans
The board considered various strategic alternatives, including continuing as a public company, before recommending the scheme.
Board received multiple unsolicited acquisition proposals in early 2025, leading to a Scheme Implementation Agreement with Shift4 Payments, LLC.
The scheme offers shareholders a significant premium and certainty of value, with 100% cash consideration.
- TimeTickerHeadlineOpen
- 5 FebMNDO
Revenue and profit declined in Q2 2025 amid market contraction and a major dividend payout. - 5 FebSLQT
Revenue up 12% to $537.1M, with revised FY2026 guidance and new $415M credit facility. - 5 FebPSMT
All proposals passed with strong support, and no shareholder questions were raised. - 5 FebHDD
Net sales and EBITDA margin improved, but orders and cash flow remain pressured by headwinds. - 5 FebMNDO
Revenue and profit declined, but cash flow rose; $2.4M share buyback plan approved. - 5 FebLSAK
Net revenue up 16%, adjusted EBITDA up 47%, and first positive net income since 2022. - 5 FebSIRI
2025 beat guidance with strong cash flow and podcast growth; 2026 outlook stable and disciplined. - 5 FebMETSB
2025 saw sharp losses but strong cash flow and transformation actions set up for recovery. - 5 FebRSI
Q1 2026 saw 18% EBITDA growth, strong margins, and LEAP project progress despite lower revenues. - 5 FebGEG
Net loss of $16.5M on $3M revenue, with 4% AUM growth and $51.2M in cash.
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)