Company Overview
Investing in listed and unlisted securities for clients and operating under Australian Securities and Investments Commission (ASIC) approved Australian Financial Services Licences (AFSL) in the funds management industry.
| Website | www.clime.com.au |
|---|---|
| Head Office | Sydney NSW |
| Registry | Boardroom Pty Limited |
| CEO | Annick Donat |
| Chair Person | John Abernethy |
| GICS Industry | Diversified Financials |
| Sub Industry | Asset Management & Custody Banks |
| Sector | Financials |
| Market Cap | $33 m |
|---|---|
| Shares on Issue | 72 m |
| Status | Trading |
| Last Price | |
| Change | |
| 52 Week H/L | |
| VWAP | |
| Bid/Ask |
Directors and Management
Mr John Bruce Abernethy
Non-Executive Director,Non-Executive Chairman 01/01/1995
Mr Abernethy has over 35 years of experience in funds management in Australia and was previously General Manager Investments of the NRMA. He is Director of Clime Capital Limited and WAM Research Limited. He is a member of the Compliance & Risk Committee.
BCom(Econ), LLB Male
Mr Ronni David Chalmers
Non-Executive Director 27/09/2021
Mr Chalmers has worked in the funds management industry for over four decades and brings industry experience as both an investment manager and business builder. As founder of CBG Asset Management (2001) he was responsible officer for the AFSL licence and established the regulatory framework including compliance, custody agreements, unit pricing and client registries. He was Chairman of the LIC, CBG Capital, which was listed on the ASX in 2014. Since 2017, he has worked as a portfolio manager at Clime and is a Director of Clime Capital Limited (ASX:CAM).
BCom, FFinSIA Male
Ms Susan Mary Wynne
Non-Executive Director 27/09/2021
Ms Wynne is an experienced leader with a experience of working across multi-disciplined and complex areas and industries with a key focus on the triple bottom line. She is experienced in Strategy, Stakeholder Management, Governance, Negotiation, Corporate Affairs, Public Speaking, Management and Leadership. She has experience in the boardroom and at senior executive level with focus on governance and risk, people and purpose. She is focused on delivering experience, knowledge, vision and direction. She is a NED on the Board of ASX listed MoneyMe Limited and the Mayor of the Municipality of Woollahra.
GAICD, AGIA Female
Dr Michael Kollo
Non-Executive Director 27/09/2021
Dr Kollo is a senior investment professional with academic and private sector experience globally, more recently speaking on the application of machine learning and AI in the financial services sector. He is a strong thought leader who has worked closely with sales teams to tranform research insights into marketable service and products. He brings with him a technical and articulate skill-set, with an academic pedigree and proven global experience.
PhD(Fin) Male
Top 20 Shareholders
| Name | Shares | % | |
|---|---|---|---|
| 1. | Citicorp Nominees Pty Limited | 10,387,500 | 15.62 |
| 2. | Mr. Donald McLay, Torres Industries Pty Limited & Nagarit Pty Limited <Nagarit Super Fund A/C) | 7,470,576 | 11.23 |
| 3. | Mr. Ronni Chalmers, Locope Pty Ltd & Savoir Superannuation Pty Ltd | 7,341,500 | 11.04 |
| 4. | One Managed Investment Funds Ltd <Primewest Property A/C> | 5,434,783 | 8.17 |
| 5. | PHC Investments Limited | 4,546,826 | 6.84 |
| 6. | Double Pty Limited & Abernethy SMSF Pty Ltd <Abernethy Super Fund A/C> | 4,430,404 | 6.66 |
| 7. | Mr. David Schwartz <David Schwartz Family Holdings A/C> & related entities | 3,661,735 | 5.51 |
| 8. | Robansheil Pty Limited | 1,130,446 | 1.70 |
| 9. | Ruminator Pty Ltd | 871,419 | 1.31 |
| 10. | Clodene Pty Ltd | 813,522 | 1.22 |
| 11. | Capital Property Corporation Pty Limited | 745,709 | 1.12 |
| 12. | Di Iulio Homes Pty Limited <Di Iulio Super Fund A/C> | 692,951 | 1.04 |
| 13. | Mr. Orlando Berardino Di Iulio & Ms. Catharina Maria Koopman | 657,744 | 0.99 |
| 14. | Lodge Road Pty Limited <Lodge Road Super Fund A/C> | 624,058 | 0.94 |
| 15. | Barrob Bondi Pty Ltd <The Townson Superfund A/C> | 561,066 | 0.84 |
| 16. | Garrett Smythe Ltd | 531,141 | 0.80 |
| 17. | Arcelia Pty Ltd <Round Hill Retire/Fund A/C> | 485,334 | 0.73 |
| 18. | Mr. Adrian Robert Ezquerro | 475,000 | 0.71 |
| 19. | Sanlam Private Wealth Pty Limited | 410,000 | 0.62 |
| 20. | Ms. Annick Clifford | 401,500 | 0.60 |
Director Transactions
| Date | Name | Qty | Value | Direction | Notes |
|---|---|---|---|---|---|
| 07/10/2021 | John Abernethy | 17,500 | $10,960 | Buy | On-market trade. |
| 28/09/2021 | Susan Wynne | 10,000 | $6,320 | Buy | On-market trade. |
| 23/09/2021 | John Abernethy | 33,380 | $20,815 | Buy | On-market trade. |
| 07/09/2021 | John Abernethy | 15,000 | $10,235 | Buy | On-market trade. |
| 30/08/2021 | John Abernethy | 50,946 | $32,881 | Buy | On-market trade. |
| 18/06/2021 | John Abernethy | 5,854 | $3,308 | Buy | On-market trade. |
| 07/04/2021 | Neil Schafer | 27,500 | $14,732 | Buy | On-market trade. |
| 25/03/2021 | Neil Schafer | 47,000 | $25,646 | Buy | On-market trade. |
| 25/02/2021 | Neil Schafer | 1,551 | $889 | Buy | On-market trade. |
| 21/12/2020 | John Abernethy | 7,554 | $4,608 | Buy | On-market trade. |
| 07/12/2020 | John Abernethy | 7,446 | $4,572 | Buy | On-market trade. |
| 23/11/2020 | John Abernethy | 21,200 | $12,767 | Buy | Off-market trade. |