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WAM Capital (WAM) investor relations material
WAM Capital AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Welcomed attendees to the 27th AGM, acknowledged traditional owners, and highlighted the hybrid meeting format.
Introduced board members and outlined the meeting's structure, including voting and Q&A procedures.
Confirmed quorum and declared the meeting open, with the notice of meeting taken as read.
Financial performance review
Investment portfolio increased by 22.2% over the last 12 months, outperforming the All Ords by 9% and Small Ords by 9.9%.
High dividend payments continued, with approximately AUD 4.68 per IPO dollar paid out since inception, totaling about AUD 2.1 billion.
For the period from June to October, portfolio up 10.5%, outperforming the All Ords by over 4%.
Board and executive committee updates
Directors Dr. Pip Ryan and James Chirnside provided backgrounds and discussed their expertise and contributions.
Board praised for diversity of skills, including legal, digital economies, and fund management experience.
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AI and industrial demand drive growth; timing business sold for $3B; inventory targets raised. - 032640
Net income surged 61.9% on strong mobile, AIDC, and enterprise growth, with B2B focus for 2026. - BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal.
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