GRESHAM GROUP 150 Darren Martin July 2013 Gresham Advisory Partners
[email protected] +61 8 9486 7077 +61 412 144 719 ASX RESOURCES - GRESHAM GROUP 150 After presenting the soft indicators last month, we’re only presenting hard facts for FY13 in the July edition of ‘Gresham Group 150’ , a ranking of the top 150 ASX listed resources companies (excluding oil and gas), by market capitalisation. The fortunes of the resources sector were in stark contrast to the ASX All Ordinaries for the twelve months to 30 June 2013. Whilst the ASX All Ordinaries was up 15.5% the ASX/S&P 200 Resources Index fell 9.3% (Gresham Group 150 down 13% for the year). The market value of the Gresham Group 150 constituents started the financial year at $367 billion, rose to $416 billion in January and then fell away to finish at $319 billion - down 13% for the year. In this edition we have ranked the performance of the Gresham Group 150 companies by share price and market capitalisation for the 12 month period to 30 June 2013 (only includes companies currently in the Gresham Group 150 and excludes dividends/capital returns). The star performer for the year was Sirius (+3,547%), with only 21 other companies providing positive share price appreciation and 31 companies market capitalisation appreciation during the year. Separately, we have prepared a rise and fall table comparing each company’s rank at 30 June 2013 vs 30 June 2012. Some of the movements will be driven by members of the FY13 valedictory list on page 9.