Mirrabooka Investments Ltd · ASX:MIR

Mirrabooka Investments — H1 FY2024/25 Earnings Presentation

17 slides from Mirrabooka Investments's earnings presentation, Jan 21, 2025

  1. Slide 1: Half Yearly Results Webcast Presentation

    21 January 2025 The Manager ASX Market Announcements Australian Securities Exchange Exchange Centre Level 4 20 Bridge Street Sydney NSW 2000 For personal use only Electronic Lodgement Mirrabooka Investments Limited Half Yearly Results Webcast Presentation Please find attached the presentation to be

  2. Slide 2: Half Year Results Financial Year 2024/25

    For personal use only Half Year Results Financial Year 2024/25

  3. Slide 3: Disclaimer

    Disclaimer Mirrabooka Investments Limited and Australian Investment Company Services Limited (AFSL: 303209), For personal use only its related entities and each of their respective directors, officers and agents (together the Disclosers) have prepared the information contained in these materials in

  4. Slide 4: Investment Objectives

    For personal use only Investment Objectives

  5. Slide 5: About Mirrabooka

    For personal use only About Mirrabooka 4

  6. Slide 6: Results in Summary

    For personal use only Results in Summary

  7. Slide 7: Half Year in Summary

    Half Year in Summary For personal use only 6

  8. Slide 8: Share Price Relative to NTA

    Share Price Relative to NTA For personal use only 7

  9. Slide 9: $10,000 invested at inception vs benchmark indices

    $10,000 invested at inception vs benchmark indices (* includes reinvestment of dividends) For personal use only $ 150,000 $ 125,000 $ 100,000 $ 75,000 $ 50,000 $ 25,000 0 Apr-99 Apr-04 Apr-09 Apr-14 Apr-19 Apr-24 Mirrabooka ($149,000) Combined Mid Cap 50/Small Ordinaries Index ($79,000) ASX200 Index

  10. Slide 10: Markets and the Portfolio

    For personal use only Markets and the Portfolio

  11. Slide 11: Portfolio Performance – Per Annum Returns to December 24

    Portfolio Performance – Per Annum Returns* to 31 December 2024 For personal use only *Assumes an investor can take full advantage of the franking credits. Per annum returns other than for six months. Past performance is not indicative of future performance. 10

  12. Slide 12: Investment Portfolio activity – selected material transactions

    Investment Portfolio activity – selected material transactions For personal use only Investment Portfolio purchases – total $46 million Investment Portfolio sales – total $77 million New to the portfolio Exiting the portfolio Addition to existing holding Reduction in ongoing holding 11

  13. Slide 13: Mirrabooka Top Holdings – December 2024

    Mirrabooka Top 20 Holdings – 31 December 2024 % of % of Company Portfolio Ownership Period Company Portfolio Ownership Period For personal use only 1 5.7% 8 yrs 11 2.4% 4 yrs 2 4.0% 14.5 yrs 12* 2.2% 9.5 yrs 3 3.7% 3 yrs 13 2.2% 14.5 yrs 4 3.6% 5 yrs 14* 2.1% 5.5 yrs 5* 3.2% 13.5 yrs 15 2.1% 2 yrs 6

  14. Slide 14: Outlook

    For personal use only Outlook

  15. Slide 15: Stock Valuations and Real Rates (US)

    Stock Valuations and Real Rates (US) For personal use only Source: SoFi, Bloomberg 14

  16. Slide 16: Outlook

    Outlook For personal use only Recent market gains have been fuelled by a general view that global inflation is abating, and interest rates have peaked. Some question marks as to whether market valuations have run ahead of company earnings. Mirrabooka takes a long-term perspective – our performance h

  17. Slide 17: For personal use only

    x MIRRABOOKA * Investments Limited

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