Company ArborGen Holdings Limited

ARB

NZRBCE0001S3

Forest & Wood Products

End-of-day quote New Zealand S.E. Other stock markets 18:00:00 2024-04-25 EDT			5-day change	1st Jan Change
0.164 ^NZD	0.00%		-0.61%	-2.96%

04-09	ArborGen Updates Net Debt, Earnings Guidance for Fiscal 2024	MT
2023	ArborGen Posts 167% Jump in Fiscal H1 Gross Profit; Expects Record Full-Year Revenue	MT

Business Summary

ArborGen Holdings Limited is a New Zealand-based commercial global seedling supplier and a provider of advanced genetics for the forest industry. Its business is focused on growth markets in the United States South and Brazil, as well as new and emerging growth carbon markets. The Company operates through the forestry genetics segment. It is also actively engaged with various carbon registries and carbon companies, participating in protocol development for plantation forestry. Its products significantly improve the productivity of a given acre of forestry land and are transforming the forestry industry. The Company in Brazil offers advanced genetic pine and eucalyptus products to the market. It has approximately 14 seedling nurseries, 10 seed producing orchards and an overall production capacity of 450 million seedlings annually. It provides services to over 2,000 customers each year. Its subsidiaries include Rubicon Forests Holdings Limited, Rubicon Industries USA LLC and others.

Sales per Business

NZD in Million	2022	Weight	2023	Weight	Delta
Seedlings and Treestock 97.0 %	80	97.4 %	87	97.0 %	+9.03%
Logistic Services 3.0 %	2	2.6 %	3	3.0 %	+26.74%

Sales per region

NZD in Million	2022	Weight	2023	Weight	Delta
North America 70.1 %	57	83.8 %	63	70.1 %	+10.15%
South America 29.9 %	11	16.2 %	27	29.9 %	+144.00%

Managers

Managers	Title	Age	Since
Justin Birch CEO	Chief Executive Officer	-	23-06-15
Kathy Parker AUD	Comptroller/Controller/Auditor	-	-
John Pait SAM	Sales & Marketing	-	-
Bruce G. Burton PRN	Corporate Officer/Principal	67	-

Members of the board

Members of the board	Title	Age	Since
Ozey Horton BRD	Director/Board Member	73	18-07-10
David Knott CHM	Chairman	79	11-12-15
Thomas Harold Adams BRD	Director/Board Member	56	19-08-11
Paul Smart BRD	Director/Board Member	-	18-08-20
Thomas Avery BRD	Director/Board Member	70	18-07-17

Share class

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	526,957,789	126,750,883 ( 24.05 %)	20,251,477 ( 3.843 %)	24.05 %

Shareholders

Name	Equities	%	Valuation
David M. Knott Partnership 26.12 %	137,663,111	26.12 %	13 M $
Libra Advisors LLC 14.64 %	77,149,367	14.64 %	7 M $
Accident Compensation Corp. 6.483 %	34,165,166	6.483 %	3 M $
Greensprings Capital LP 5.362 %	28,256,064	5.362 %	3 M $
Irvin Robert Kessler 4.744 %	25,000,000	4.744 %	2 M $
Justin Birch 3.843 %	20,251,477	3.843 %	2 M $
Sky Hill Ltd. 3.804 %	20,047,043	3.804 %	2 M $
Simon Luke Moriarty 1.524 %	8,030,124	1.524 %	744 473 $
Frank Pearson 1.109 %	5,842,000	1.109 %	541 612 $
Andrew Baum 0.8925 %	4,703,351	0.8925 %	436 048 $