Jeremy is an Investment Analyst in the New Zealand Equities team, based in the Auckland office. Prior to joining Milford in October 2021, Jeremy spent five years as an Investment Analyst at Pioneer Capital, a leading New Zealand based Private Equity firm. Before that, Jeremy was an Analyst in the Corporate Finance team at KMPG, Auckland.
Jeremy holds a Bachelor of Commerce, from the University of Canterbury studying Economics and Finance. He also attended Goethe University in Frankfurt, Germany.
Jeremy is also a CFA Charterholder.
Ryman Healthcare has been in the news again after just completing a second large capital raise ($1bn), the second in as many years (post the ~$900m raise in February 2023).
Ryman has struggled in recent years with the uneconomic returns of its recently constructed retirement villages, and debt levels have subsequently ballooned. To be fair to […]
Summerset Group Holdings (SUM) is a leading operator and developer of integrated retirement / aged-care villages in New Zealand, and is starting to expand in the states of Victoria and Queensland in Australia.
Through its aged-care facilities, Summerset offers a “continuum of care” model in which residents can enter a village in an independent unit and […]
Contact Energy (CEN) is a leading electricity generator and retailer (“Gentailer”) listed on the NZX. It is the second largest generator of electricity in New Zealand, with approximately 25% of the market. Contact’s generation base is a mix of South Island hydro, North Island geothermal, and North Island gas-fired thermal. The company is also active […]
The seemingly never-ending question of will NZAS (New Zealand Aluminium Smelter) stay or go from Tiwai Point may finally have turned the corner over the past few months.
By way of background, NZAS in early 2021, signed a new electricity agreement to continue operating the Tiwai Point Aluminium smelter until the end of December 2024. NZAS […]
End of content
No more pages to load
Subscribe to weekly insights from our investment experts
