Company Overview
Investing in domestic securities and unlisted unit trusts.
| Website | www.climecapital.com.au |
|---|---|
| Head Office | Sydney NSW |
| Registry | Boardroom Pty Limited |
| CEO | |
| Chair Person | John Abernethy |
| GICS Industry | Diversified Financials |
| Sub Industry | Other Diversified Financial Services |
| Sector | Financials |
| Market Cap | $116 m |
|---|---|
| Shares on Issue | 140 m |
| Status | Trading |
| Last Price | |
| Change | |
| 52 Week H/L | |
| VWAP | |
| Bid/Ask |
Directors and Management
Mr Julian John Gosse
Non-Executive Director 11/09/2003
Mr Gosse has experience in banking and broking both in Australia and overseas, having worked in London for Rowe and Pitman, in the United States for Janney Montgomery and Scott and in Canada for Wood Gundy. Mr Gosse has also been involved in the establishment, operation and ownership of several small businesses. Other current directorships by him in listed companies are at WAM Research Limited. Former directorships held by him in last 3 years Australian Leaders Fund Limited and Greenvale Energy Limited
Male
Mr John Bruce Abernethy
Non-Executive Chairman,Non-Executive Director 04/09/2009
Mr Abernethy has over 35 years' funds management experience in Australia and was previously General Manager Investments for NRMA Other current directorships in listed companies held by him are WAM Research Limited and Clime Investment Management Ltd Former directorships in last 3 years held by him are Watermark Market Neutral Fund Limited, Watermark Global Limited, Australian Leaders Fund Limited and CBG Capital Limited (CBC).
BCom(Econ), LLB Male
Mr Ronni David Chalmers
Non-Executive Director 17/12/2019
Mr Chalmers has over 40 years of Australian equities investment management experience. He began his career as a graduate at Bankers Trust Australia, rising to Associate Director during its rapid growth in the 1980s. After a decade at Bankers Trust he left and subsequently held senior Portfolio Manager / Investment Manager roles with several funds management and insurance companies before founding CBG Asset Management Limited in 2001 Former directorships in last 3 years held by him are CBG Capital Limited (CBC).
BCom, FFinSIA Male
Mr Marc Schwartz
Non-Executive Director 21/10/2020
Mr Schwartz has had a very successful business career from being Manager of Structured Finance Products at Macquarie Bank in 2007, to being Managing Director of Pascoes Pty Ltd from 2008 to 2018, which employed 150 people across two manufacturing sites and manufactured or distributed over 400 items to retailers. He is currently a Director of Gelflex Laboratories, the largest manufacturer of contact lenses in the Southern Hemisphere. He is also Director of Blackfox Property a property syndication company and current chair of YPO Sydney Pacific. Marc's specialisation has been in operational and financial efficiency, investment and strategy Former directorships in last 3 years held by him are Intra Energy Corporation Limited.
BCompSci & Maths(Fin), FAICD Male
Top 20 Shareholders
| Name | Shares | % | |
|---|---|---|---|
| 1. | Clime Investment Management Ltd | 5,741,212 | 4.27 |
| 2. | J P Morgan Nominees Australia Pty Limited | 4,689,952 | 3.49 |
| 3. | Di Iulio Homes Pty Limited <Di Iulio Super Fund A/C> | 1,774,727 | 1.32 |
| 4. | Double Pty Limited & Abernethy Smsf Pty Ltd <Abernethy Super Fund A/C> | 1,540,000 | 1.15 |
| 5. | Jacqueline Kay Pty Ltd <Staff S/F A/C> | 1,351,278 | 1.01 |
| 6. | HSBC Custody Nominees (Australia) Limited | 1,251,099 | 0.93 |
| 7. | Heathers Super Pty Ltd <Heathers Family S/F A/C> | 1,191,982 | 0.89 |
| 8. | John E Gill Operations Pty Ltd | 1,151,340 | 0.86 |
| 9. | Nora Goodridge Investments Pty Limited | 1,149,425 | 0.86 |
| 10. | Glen Ranelagh Pty Ltd | 1,059,588 | 0.79 |
| 11. | Sanolu Pty Limited | 976,527 | 0.73 |
| 12. | Ropa Pty Limited | 912,346 | 0.68 |
| 13. | Great D Pty Ltd <Great D Super Fund A/C> | 900,000 | 0.67 |
| 14. | Mr Paul Wilhelm Mccauley & Mrs Lisa-Gaye Mccauley <Asap Super Fund A/C> | 809,342 | 0.60 |
| 15. | Glen Ranelagh Pty Limited | 742,906 | 0.55 |
| 16. | Mr Peter Michael Antaw & Mrs Victoria Mary Antaw <Petavic Super Fund A/C> | 738,963 | 0.55 |
| 17. | Hudson Retirement Pty Ltd <Seagulls Super A/C> | 726,830 | 0.54 |
| 18. | Mr Ronni David Chalmers & Savoir Superannuation Pty Ltd <Locope Super Fund A/C> | 719,042 | 0.54 |
| 19. | Mr Michael Anthony Fox & Mrs Susan Elizabeth Fox | 700,000 | 0.52 |
| 20. | Stonehouse Superannuation Pty Ltd <Stonehouse Super Fund A/C> | 590,000 | 0.44 |
Director Transactions
| Date | Name | Qty | Value | Direction | Notes |
|---|---|---|---|---|---|
| 12/05/2021 | John Abernethy | 10,000 | $8,913 | Buy | On-market trade. |
| 03/05/2021 | John Abernethy | 15,000 | $13,241 | Buy | On-market trade. |
| 22/04/2021 | John Abernethy | 20,000 | $17,755 | Buy | On-market trade. |
| 16/04/2021 | John Abernethy | 10,000 | $8,780 | Buy | On-market trade. |
| 14/04/2021 | John Abernethy | 45,000 | $39,380 | Buy | On-market trade. |
| 30/03/2021 | John Abernethy | 25,518 | $22,350 | Buy | On-market trade. |
| 22/03/2021 | John Abernethy | 15,518 | $13,665 | Buy | On-market trade. |
| 17/03/2021 | Ronni Chalmers | 34,482 | $30,000 | Buy | Participation in share purchase plan. |
| 17/03/2021 | Ronni Chalmers | 34,482 | $30,000 | Buy | Participation in share purchase plan. |
| 17/03/2021 | John Abernethy | 68,964 | $60,000 | Buy | Participation in share purchase plan. |
| 08/03/2021 | John Abernethy | 10,000 | $8,880 | Buy | On-market trade. |
| 02/03/2021 | John Abernethy | 10,000 | $8,830 | Buy | On-market trade. |
| 02/03/2021 | Marc Schwartz | 17,000 | $15,128 | Buy | On-market trade. |
| 19/02/2021 | John Abernethy | 50,000 | $43,831 | Buy | On-market trade. |
| 17/02/2021 | John Abernethy | 70,000 | $61,179 | Buy | On-market trade. |
| 29/12/2020 | John Abernethy | 10,000 | $8,830 | Buy | On-market trade. |
| 03/12/2020 | John Abernethy | 80,000 | $67,543 | Buy | On-market trade. |