MOVE Logistics Group Limited logo

MOVE LOGISTICS GROUP RESULTS FOR YEAR ENDED 30 JUNE 2022

Full Year Results23 August 2022MOVIndustrials

Results announcement
(for Equity Security issuer/Equity and Debt Security issuer)



Results for announcement to the market

Name of issuer MOVE Logistics Group Limited (MOV)

Reporting Period 12 months to 30 June 2022

Previous Reporting Period 12 months to 30 June 2021

Currency NZD

Amount (000s) Percentage change

Revenue from continuing

operations

$345,782 5.1%

Total Revenue $345,782 5.1%

Net profit/(loss) from

continuing operations

($3,643) (110.5%)

Total net profit/(loss) ($4,208) N/A

Interim/Final Dividend

Amount per Quoted Equity

Security

$0.00

Imputed amount per Quoted

Equity Security

$0.00

Record Date Not Applicable

Dividend Payment Date Not Applicable

Current period Prior comparable period

Net tangible assets per

Quoted Equity Security

$0.45 $0.17

A brief explanation of any of

the figures above necessary

to enable the figures to be

understood

Refer audited financial statements.

Authority for this announcement

Name of person


authorised

to make this announcement

Lee Banks, CFO

Contact person for this

announcement

Lee Banks

Contact phone number 06 755 9405

Contact email address lee.banks@movelogistics.com

Date of release through MAP


24 August 2022


Audited financial statements accompany this announcement.

---

Company Announcement
24 August 2022


MOVE LOGISTICS GROUP RESULTS FOR YEAR ENDED 30 JUNE 2022

LAYING THE FOUNDATIONS FOR GROWTH

All financials in NZD, including continuing operations only

1


• Revenue of $349.1m with Underlying EBITDA of $54.3m, in line with guidance ($53-56m)

• Solid progress being made on two year programme to reset the company to deliver growth

• Freight improvements starting to land, Contract Logistics reset and poised for growth, strong

performance from International

• Traversing challenging operating environment in FY22 including increasing inflationary

pressure, supply chain disruption and impact of pandemic on customer trading levels

• Priority focus in FY23 on Freight reset programme, market growth in targeted customer

segments and expansion of MOVE’s multi-modal offer, particularly in coastal and trans-

Tasman shipping

• Well positioned with clear strategy, strengthened balance sheet, experienced leadership

team and ambitious growth targets to deliver shareholder value. Early stage growth

initiatives underway with returns expected to build from FY23 onwards.

• Announced today the acquisition of the assets of Fluidex Transport Limited, a leading bulk

liquids and bulk dry powder transport provider operating throughout New Zealand.


Transport and logistics group, MOVE Logistics Group Limited (NZX/ASX: MOV), has reported earnings

in line with guidance for the 12 months ended 30 June 2022 (FY22), as it continues with its two year

programme to reset the company to deliver growth.

Executive Director of MOVE, Chris Dunphy, said: “We started a journey under the MOVE brand in

July 2021. We are working our assets smarter, investing in what matters and driving better returns

for our business. We have redefined our strategy and have set ambitious growth targets that will

deliver value for our shareholders. We are putting the foundations in place that will allow us to

expand our market presence and optimise our earnings. While there is still work to be done, we are

confident we have the people, the strategy and the passion to achieve our goals.”

The reset programme is delivering improvements in the Freight business, while Contract Logistics is

now in a strong position and poised for growth. International volumes recovered to pre-covid levels,

with strong revenue and earnings increases reflecting record ocean freight pricing.

FY22 Strategic Progress

• Board refresh, diversification of shareholder register including addition of several Australian

institutions, dual listed on ASX from 1 July 2022

• New leadership team with extensive industry experience

• Business reset and restructure complete with benefits now being seen

• Strengthened balance sheet with significant reduction in debt


1

Continuing operations excludes Specialist due to the planned divestment of this division. FY21 has been restated to

exclude discontinued operations.

• Transition to asset light model underway with Owner Drivers now comprising 39% of Freight
drivers (FY21: 32%).

• Good progress being made on Freight reset, with timeline extended by 6 to 12 months due

to supply chain disruptions and cost pressures

• Growth initiatives underway including entry into coastal and trans-Tasman shipping and

expansion in targeted customer segments where MOVE has existing strength

• Focus continues on ESG and decarbonisation with initiatives underway


FY22 Financial Results

Audited results were in line with guidance provided in May 2022, with normalised EBITDA of

$54.3m. The focus on margin improvement continues to be a priority as the company looks to

generate long term, sustainable earnings growth.

The operating environment increased pressure on the business in FY22, with increasing costs and as

normal trading levels were impacted for many customers. Trading volumes in Freight and Fuel were

below expectations, reflecting the impact of Covid-19 on fuel deliveries in 1H22.

Continuing global supply chain disruptions have led to a delay in MOVE’s asset replacement

programme, with lead times for the delivery of new trucks significantly extended. This is resulting in

increased maintenance costs on existing assets. Operating costs, particularly fuel, parts and labour,

have increased with inflation, with some offset following the pricing review and reset undertaken by

MOVE in the first half of the year.

However, these conditions have also provided opportunities to grow MOVE’s market share as

competitors start to wane. MOVE is well resourced to take advantage of changes in the sector to

grow both organically and through bolt on acquisitions.

The company has reported on continuing operations which exclude Specialist due to the planned

divestment of this division. FY21 results have been restated to exclude discontinued operations.

Revenue of $349.1m (an increase of $16.8m on the prior year) benefitted from the ability to pass

through rising costs, particularly rising fuel costs.

Normalised EBITDA was in line with the prior year, with normalised EBIT of $12.2m, a 9% increase

year on year.

MOVE reported a normalised net profit after tax (before non-controlling interests) of $0.4m, up from

a loss of $(0.2)m in the prior year

2

. Reported net loss after tax including discontinued operations was

$(4.2)m (FY21: $0.9m)

3

and includes costs of $3.4m relating to restructuring and resetting the

business.

A capital raise in November 2021 helped strengthen the financial structure of the company with net

debt reduced from $64.3m to $20.9m and a gearing ratio of 22.3% as at 30 June 2022.


2

Normalised EBITDA, Normalised EBIT and Normalised NPAT exclude non-trading adjustments of $3.4m pre-tax related to

restructuring and resetting the business as part of the strategic plan (FY21: $1.5m)

3

Including discontinued operations; attributable to owners of the company

Results are expected to considerably improve in FY23 as the Freight reset continues, Contract
Logistics builds on the work done in the last year and International capitalises on new opportunities.

Some of the growth initiatives under development are now starting to land, with early benefits

expected to be seen in FY23. In particular, the company is embarking upon coastal and trans-Tasman

shipping, which further expands MOVE’s multi-modal offer. MOVE Oceans provides more choice for

customers and helps to reduce carbon emissions by moving multiple truckloads onto ships.

The company has also been identifying particular customer sectors where it can build on its existing

footprint to provide a high quality integrated solution across customer supply chains, including

Viticulture, Dairy, Beverages and Aquaculture. MOVE has today announced the acquisition of the

business and assets of Fluidex Transport Limited. This complements MOVE’s existing fuel and bulk

liquids logistics business and supports MOVE’s strategy to further grow and enhance integrated

supply chain solutions for targeted customer sectors including dangerous goods and food grade

commodities such as oils, wine and dairy.

A digital transformation has commenced which will provide benefit across the company. New

leadership is also bringing a fresh perspective and indepth industry expertise to MOVE.

Chair of MOVE, Lorraine Witten, said: “The last year has been one of re-shaping the business and

defining a clearer more focused service. We are now positioned for the next phase with a stronger

balance sheet, and a talented team to drive profitable growth. The priorities for FY23 are to continue

to improve our Freight division and transitioning to an asset light model, implement digital systems,

execute growth in priority customer segments and build our multi-modal offer, particularly in

shipping. While there is still work to be done we continue to be confident in the future potential for

MOVE.”


ENDS


For further information, please contact:


Chris Dunphy

Executive Director

Phone: +61 417 888 930

Email: Chris@movelogistics.com

Lee Banks

Chief Financial Officer

Phone: +64 27 525 2876

Email: Lee.Banks@movelogistics.com


For media assistance, please contact: Jackie Ellis t: + 64 27 246 2505 e: jackie@ellisandco.co.nz


About MOVE Logistics Group Limited (MOV)

MOVE is one of the largest domestic freight and logistics businesses in New Zealand, with a

nationwide network of branches, depots and warehouses.

---

MOVE LOGISTICS GROUP LIMITED
FY22 RESULTS AND STRATEGY

Chris Dunphy, Executive Director

Lee Banks, Chief Financial Officer

24 August 2022

INCOME
$349.1m

FY21: $332.3m

EBITDA

Normalised

2

$54.3m

FY21: $54.5m

EBIT

Normalised

2

$12.2m

FY21: $11.2m

NPAT/NLAT

3

$(4.2)m

FY21: $0.9m

NPAT

Normalised

2

$0.4m

FY21: $(0.2)m

LTIFR

15.81

FY21: 19.84

GEARING

22.3%

FY21: 62.9%

FREE CASHFLOW

$43.9m

FY21: $45.0m

FY22 PERFORMANCE SNAPSHOT

First 9 months of 2-year programme to strengthen and grow MOVE

FY22 Results Presentation

2

1.Continuing operations excludes Specialist due to the planned divestment of this division

2.NormalisedEBITDA, NormalisedEBIT and NormalisedNPAT exclude non-controlling interest and non-trading adjustments of $3.4m pre-tax related to

restructuring and resetting the business as part of the strategic plan(FY21: $1.5m)

3.Including discontinued operations, attributable to owners of the company

Earnings in line with guidance

Continuing Operations

1

UPDATE ON KEY STRATEGIC PRIORITIES
Resetting the business to deliver growth

COMPLETED:

✓Comprehensive business review

✓Restructured the business divisions to

better reflect asset utilisation and

customers

✓Strengthened the leadership team

✓Commenced digital journey

✓Refreshed the Board

✓Diversified the share register

✓Considerably strengthened the financial

structure through successful $40m capital

raise

FY22 Results Presentation3

IN PROGRESS:

•Fix Freight:

•Concentrate on margin

•Freight system upgrade

•Transition to asset light model

•Execute Move Oceans strategy,

commencing with trans-Tasman route

•Grow the Contract Logistics offering

•Focus on industry verticals

•Reposition property

•Improve capability and retention

•Sale process for Specialist business

FY22 OPERATING ENVIRONMENT
Challenging but surmountable conditions

OPERATING ENVIRONMENT

•Restricted operating environment due to COVID

lockdowns

•Increase in global and local supply chain

disruption

•Increasing inflationary pressure

•Driver shortages becoming more acute

•Interest rates continue to rise

FY22 Results Presentation

4

IMPACT ON MOVE

•Significant decrease in fuel deliveries due to

reduced client demand and impact of COVID

on normal trading levels

•Supply chain disruptions and cost pressures

delaying planned improvements in Freight

reset programme

•Delay in asset replacement programme

(trucks) resulting in increased maintenance

costs on existing assets

•Increased operating costs

•Strong international volumes and record

ocean freight pricing

FINANCIAL RESULTS
FY22 Results Presentation5

FY22 GROUP SUMMARY
FY22 Results Presentation6

1.Continuing operations excludes Specialist due to the planned divestment of this division

2.NormalisedEBITDA, NormalisedEBIT and NormalisedNPAT excludes NCI and non-trading adjustments of $3.4m pre-

tax related to restructuring and resetting the business as part of the strategic plan(FY21: $1.5m)

3.Including discontinued operations, attributable to owners of the company

$Millions

Continuing Operations

1

FY22FY21

FY21:22

change

Total Income

349.1332.316.8

Normalised EBITDA

2

54.354.5(0.2)

Normalised EBIT

2

12.211.21.0

Normalised

NPAT/(NLAT)

2

0.4(0.2)0.6

Reported NPAT/(NLAT)

including discontinued

operations

3

(4.2)0.9(5.1)

EPS (cents)

(3.44)(1.97)(1.47)

Free cashflow

43.944.9(1.0)

Net Debt

20.964.3(43.4)

PROGRESS MADE ON RESET

•Significant impact from COVID during the

year

•Ability to pass through rising costs (fuel)

benefitting income

•Normalised profit ahead of prior year –

impacted by delays in fleet replacement

driving up costs

•Reported NPAT impacted by $3.4m of costs

incurred to reset the business

•Free cashflow affected by increases in

working capital offset by lower capital

expenditure

•Net debt reduction due to successful

capital raise and cash on hand

NORMALISED EBITDA
FY22 Results Presentation7

FLAT YEAR ON YEAR BUT

IMPROVEMENTS STARTING TO SHOW

IN FREIGHT AND A STRONG

PERFORMANCE FROM INTERNATIONAL

•Revenue increase in Freight and International

contributed positively to EBITDA increase

•Contract Logistics fuel deliveries impacted by

COVID lockdowns and prior year positive

contract settlements

•Decrease in corporate costs reflects benefits

from organisationalreset

•Leaner structure and better internal

communication across the Group

NormalisedEBITDA excludes non-trading adjustments of $3.4m pre-tax related to restructuring and resetting

the business as part of the strategic plan. Further details included in appendix to this presentation.

CASH FLOW
FY22 Results Presentation

8

$000s

20222021

change

22 v 21

NormalisedEBITDA excl. non-cash

items

54,17754,590-413

Restructuring costs(1,768)(168)-1,600

Working capital movement(7,003)(4,204)-2,799

Net operating cashflows45,40650,218-4,812

Net capital expenditure(1,468)(5,239)+3,771

Free cash flow43,93844,979-1,041

Acquisitions0242-242

Net cash flow before financing and

tax

43,93845,221-1,283

Net interest payments(10,561)(10,931)+370

Tax payments(504)(2,504)+2,000

Advances from associates2000+200

Dividends (shareholders/non

controlling interests)

(45)(371)+326

Cash flow before movements in net

debt

33,02831,415+1,613

EBITDA cash conversion86.6%92.3%-5.6%

•Free cash flow impacted by restructuring

costs (one-off)

•Working capital increase due to delays in

customer payments for June ($2.2m

received first week in July) and reduction in

creditor days, as planned

•Net capital expenditure down due to Covid-

affected lead times on replacement fleet

•Cash conversion of 86.6% is a key focus

with a goal to improve to >90% in FY23

•Full year of convertible note interest in

FY22

CASH CONVERSION IS THE FOCUS

STRENGTHENED BALANCE
SHEET

•Reduction in net debt post

successful capital raise, improved

gearing ratio

•Refinanced bank debt with improved

terms and longer tenure

•Solid working capital ratio

FY22 Results Presentation

9

$000s

20222021change 22 v 21

Net Debt20,88964,344-43,455

Leverage Ratio.65x2.26x-1.61x

Gearing22.3%62.9%-40.6%

Working Capital Ratio1.531.42+0.11

0

10

20

30

40

50

60

70

80

FY20FY21FY22

$millions

Significant Reduction in Net Debt

FY20: FY22

CAPEX
CATCH UP REQUIRED IN FY23

•Replacement of aging fleet is planned

over the next two years

•65 new prime movers, 12 trailers and

16 forklifts due in FY22 will now arrive

in FY23

•Capital commitments as at June 2022

were $1.86m (primarily leased)

•Replacement TMS project is underway

with expected completion in late FY23

FY22 Results Presentation

10

Sustaining capital expenditure/depreciation and software

amortisation

FY22

58%

FY21

51%

Leased fleet additions

FY22

$4.72m

FY21

$4.34m

$000s

FleetPlant &

Equipment

L/H

Improv.

TechnologyTotal

Capex

MOVE Freight948 191 284 9 1,432

MOVE Contract Logistics280 2,526 -75 2,881

MOVE International 1,008 20 -8 1,036

Corporate-14 21 232 267

TOTAL FY222,236 2,751 306 323 5,616

TOTAL FY213,883 1,175 1,016 799 6,873

OPERATIONAL PERFORMANCE
FY22 Results Presentation11

SUSTAINABILITY
People, communities, environment

0

10

20

30

40

50

60

70

80

90

LTIFRTRIFR

Key safety indicators continue to

trend downwards

FY18: FY22

FY22 Results Presentation

12

•New monthly and annual safety awards

•Recertified as ToituCarbon Reduce for 3

years

•Commitment through the business to

decarbonisation –YOY reduction in Scope 1

and 2 emissions *

•Signed agreement to lease new hydrogen-

fuel trucks –expected Q2 FY22

•EV metro truck now operating in Auckland

•Progressed multi-modal strategy –reducing

number of trucks on the road

•Technology driving improvements in driver

behaviour, fuel consumption and route

optimisation

•Appointed a Group Sustainability Lead in July

2022

*Reduction partially due to rebalance of driver workforce. FY22 excludes

emissions from owner drivers, which will be included from FY23 onwards

MOVING DIGITAL
Current Assessment & Plan

FY22 Results Presentation13

FREIGHT
Re-set on track albeit with Covid bumps

•FY22 LTIFR of 26.5 requires continued focus (FY21: 25.9)

•Increase in revenue due to rising customer prices, in particular the

impact of fuel price movements

•Increase in EBITDA driven by sales uplift

•EBITDA margin at 10.2% remained flat year on year

•Cost impact due to delays in asset conversion/replacement

•Update on margin improvements

-In progress: conversion to a low asset model (39% of freight

drivers are owner drivers, FY21: 32%)

-Completed network review to ensure it is consistent and

reliable

-Pricing review continues

-New TMS implementation expected in late FY23

FY22 Results Presentation

14

Revenue: $180.9m, +7%

EBITDA: $18.5m, +5%

50

100

150

200

FY 2020FY 2021FY 2022

millions

Revenue

10

13

16

19

FY 2020FY 2021FY 2022

millions

NormalisedEBITDA

CONTRACT LOGISTICS
Stable and positioned well for growth

FY22 Results Presentation

15

•Improved LTIFR of 10.8 is pleasing (FY21: 13.1)

•Revenue up 2% despite significant decrease in fuel deliveries due

to COVID lockdown in 1H22 (down 22.5%)

•EBITDA margin down 2.6% from prior year however remains solid

at 22.7%

•YOY margin decrease primarily due to:

•COVID reduced volumes 1H22 ~ $0.3m

•Prior year benefit from contract settlements ~ $1.1m

•Negative YOY contribution from a contract now exited ~

$1.4m

•Improvements to margin have been a key focus with reviews

completed on:

-property rationalisation

-capacity utilisation

-contract pricing & renewal

Revenue: $154.2m, 2%

EBITDA: $35.0m, -9%

50

100

150

FY 2020FY 2021FY 2022

NZD millions

Revenue

10

20

30

40

FY 2020FY 2021FY 2022

NZD millions

Normalised EBITDA

INTERNATIONAL
Strong performance with expansion underway

•Division continued to be injury free

•Revenue increased by 31.9% compared to prior year

•Energy sectors clients have re-established programs delayed due

to COVID; has contributed to the recovery of revenue back to pre-

COVID levels

•Import/export activity has increased and rates charged have been

lifted

•Improved EBITDA due to increased revenue with cost base

remaining unchanged

•Expansion into shipping is underway with start up costs

supported by Waka Kotahi co-funded coastal shipping initiative

•Entered agreement to purchase the Atlas Wind to provide a trans-

Tasman shipping service, delivery expected Q4 2022

FY22 Results Presentation16

Revenue: $10.9m, +32%

EBITDA: $3.8m, +86%

2

4

5

7

8

10

11

FY 2020FY 2021FY 2022

NZD millions

Revenue

-

1

2

2

3

4

5

FY 2020FY 2021FY 2022

NZD millions

Normalised EBITDA

STRATEGY UPDATE
FY22 Results Presentation17

LAYING THE FOUNDATIONS
For the 12 months to 30 June 2022

Selldownby founding

shareholders

Appointment of Chris

Dunphy as Executive

Director

July 2021

Name change to MOVE

Logistics Group

Indepthbusiness review

August 2021

Organisationrestructure,

Board and senior

leadership changes

Lorraine Witten appointed

Chair

September 2021

Completion of $40m capital

raise

Commenced two year plan

to strengthen and grow the

business

November 2021

Continued to strengthen

leadership team and

diversify the share

register

December onwards

Assessment of coastal

shipping opportunity

Initiated digital journey

Announced sale process for

Specialist business

2H22

FY22 Results Presentation18

BETTER, STRONGER
BUSINESS

Work our assets smarter

Build our multi-modal offer

Optimise our earnings

SMART GROWTH AND

EXPANSION

Expand our customer offer

Further embed our domestic

presence

Move into Australia

TAKING CARE OF WHAT

MATTERS

Committed to a low carbon

future

MOVE AS ONE with our

people

STRATEGIC PATHWAYS TO ACHIEVE OUR AMBITIONS

WORK OUR ASSETS SMARTER
Investing in what matters and driving better returns

on our businesses and assets

•Reset Freight and grow through M&A

•Grow Contract Logistics organically and through M&A

•Investment in technology to drive operational

improvement and deliver business insights

•Transition to leased trucks and owner driver model

•Optimise the property footprint to best serve client

demand

•Focus on capex efficiency

•Optimised end to end customer solution
•Utilise all modes of transport –road, rail, sea, air

•MOVE Oceans opportunity

•Inter-island line haul via Nelson-New Plymouth

•Trans-Tasman shipping focussed on secondary ports

•Network optimisation

•Smart intermodal assets

BUILD OUR MULTI-MODAL OFFER

Creating a multi-modal offer that utilises the best freight modes

to deliver our customers’ goods where and when needed

•Focus on improving margins and managing costs
•Drive growing revenue and EBIT

•Deliver improving shareholder returns

•Balance growth with dividend payments

OPTIMISE OUR EARNINGS

Deliver strong earnings growth and value for shareholders

•Attract new customers to our high quality service
•Expand and further cross sell our services between

Freight and Contract Logistics

•Build a greater presence in targeted sectors

including Viticulture, Aquaculture, Dairy and

Beverages

Innovate, Decarbonise and Grow

DELIVER FOR OUR CUSTOMERS

Putting our customers at the heart of all we do and

delivering the best customer solution and service

•Leverage breadth of service offered across the group and expand
the solutions provided to each customer

•Create a beach-head in Australia, likely via Contract Logistics

•Expand trans-Tasman market presence via existing client

relationships

•M&A opportunities

•Leverage off consolidation of the Freight sector in NZ

•Generational ownership changes in Australia

•ASX Listing completed to raise both awareness and capital

UPSIZE OUR BUSINESS

Maximise organic and acquisition opportunities to expand

our market presence, extend our offer and grow our customer base

•Safety first, middle and last
•Retain and reward exceptional people

•Positive engagement with our local communities

•Committed to a low carbon future

•All team members ‘MOVE as One’ as we build a new

business and attitude

TAKING CARE OF WHAT MATTERS

Having a positive impact on our people, communities

and the environment

OUTLOOK
Improving margins and growing the business

•Great in-roads to margin improvement in Freight

•Continue improving Contract Logistics asset utilisation and gaining new clients

•Inflationary pressures expected to continue and demand regular interaction with

clients as to rate levels and sustainability

•Bolt-on acquisitions expected. FluidexTransport acquisition representative of this

strategy

•Shipping expansion is well underway and will be a key feature of FY23 result

•Recycling of capital between assets sales (Specialist) and acquisitions is preferred

to borrowing or equity issuance

•We intend to provide FY23 guidance at the Annual Shareholder Meeting in late

October.

FY22 Results Presentation26

FLUIDEX ACQUISITION
Complements existing fuel and bulk liquids business

•Fluidexis a leading bulk liquids and bulk

dry powder transport provider, operating

throughout New Zealand

•Recurring revenue of $11m with growth

potential

•Significant cross-selling opportunities

across MOVE’s businesses

•Acquisition of the business and the

assets–initial consideration of $7m,

$8.2m in 24 months –equating to market

value of assets being acquired

•Settlement in October 2022

EXTENDS MOVE’S CUSTOMER OFFER
Supports MOVE’s strategy to further grow and enhance integrated supply chain

solutions for targeted customer sectors

FY22 Results Presentation28

GROWTH STRATEGYCURRENT STATE

•FUEL

•DANGEROUS GOODS

•ISO TANK LEASE & STORAGE

•FOOD GRADE LIQUIDS –WINE, DAIRY, OILS

•DRY POWDERS –CEMENT, FLOUR

•ROAD AND ISO TANKER DEEP CLEANING

INTEGRATED SUPPLY CHAIN SOLUTIONS

DISCUSSION
FY22 Results Presentation29

FY22 Results Presentation30
APPENDICES

Chris Dunphy

Executive Director

Phone: +61 417 888 930

Email: Chris@movelogistics.com

Lee Banks

Chief Financial Officer

Phone: +64 27 525 2876

Email: Lee.Banks@movelogistics.com

Non-GAAP Reconciliation
$MillionsFY22FY21

Net profit/(loss) before income tax from continuing

operations (GAAP measure)

(2.42)(1.58)

Add back:

Share of loss of associates.10.15

Net finance costs11.0511.1

Loss in investment in associates.06.10

Restructuringcosts1.63-

Share acquisition costs.13.31

Goodwill and asset impairment1.621.13

Depreciation & Amortisation42.1643.27

EBITDA excluding non-trading items (non-GAAP measure)54.3354.48

Net profit/(loss) after income tax (GAAP measure)

attributable to owners

(4.21).87

Less: Discontinued operations after tax(.57)2.60

Add back:

Non-controlling interests1.10.43

Other non-trading expenses, net of tax:

Goodwill and asset impairment1.62.82

Restructuring costs1.18-

Share acquisition costs.13.31

Net profit/(loss) after tax excluding non-trading items

(non-GAAP measure)

.39(.17)

FY22 Results Presentation31

MOVE Logistics Group uses several non-GAAP measures when

discussing financial performance and the Board and

Management believes this provides a better reflection of the

company’s underlying performance.

•EBITDA: Earnings before interest, tax, depreciation,

amortisation excluding income and impairment from

associates

•Normalised EBITDA: EBITDA before non-trading costs

•Normalised EBITDA Margin: Normalised EBITDA as a

percentage of total income

•Normalised EBIT: Normalised EBITDA less depreciation and

amortisation

•Free cash flow: EBITDA excluding non-cash items plus

movements in working capital, less net capital expenditure

•Net debt: interest bearing liabilities less cash and cash

equivalents

•Operating cash conversion: cash generated from

operations as a %age of EBITDA less non-cash items

•Working Capital Ratio: Current Assets excluding held for

sale / Current Liabilities excluding borrowings and held for

sale

•LTIFR: Lost time injury frequency rate

•TRIFR: Total recordable injury frequency rate

DISCONTINUED
OPERATIONS

PLANNED DIVESTMENT OF SPECIALIST

ACTIVITIES

•Planned divestments align to our strategic

reset

•Activities being divested are better aligned

to private ownership

•Limited cross-over to Freight and Contract

Logistics divisions

•In discussion with multiple interested

parties

FY22 Results Presentation

32

Discontinued Operations -$000s20222021

change

22 v 21

Revenue14,33924,301(9,962)

Net (loss)/profit before tax(785)3,611(4,396)

Net (loss)/profit after tax(565)2,600(3,165)

Net Cashflows2185,184(4,966)

Assets classified as held for sale25,263-

Liabilities directly associated with assets

classified as held for sale

6,149-

Disclaimer
FY22 Results Presentation33

This presentation has been prepared by MOVE Logistics Group Limited (“MOV”).The information in this presentation is of a general nature only. It is not a complete

description of MOV.

This presentation is not a recommendation or offer of financial products for subscription, purchase or sale, or an invitationorsolicitation for such offers.

This presentation is not intended as investment, financial or other advice and must not be relied on by any prospective investor.It does not take into account any

particular prospective investor’s objectives, financial situation, circumstances or needs, and does not purport to contain all the information that a prospective

investor may require. Any person who is considering an investment in MOV securities should obtain independent professional advice prior to making an investment

decision, and should make any investment decision having regard to that person’s own objectives, financial situation, circumstances and needs.

Past performance information contained in this presentation should not be relied upon as (and is not) an indication of futureperformance.This presentation may

also contain forward looking statements with respect to the financial condition, results of operations and business, and business strategy of MOV. Information about

the future, by its nature, involves inherent risks and uncertainties. Accordingly, nothing in this presentation is a promise or representation as to the future or a

promise or representation that an transaction or outcome referred to in this presentation will proceed or occur on the basis described in this presentation.

Statements or assumptions in this presentation as to future matters may prove to be incorrect.

A number of financial measures are used in this presentation and should not be considered in isolation from, or as a substitute for, the information provided in the

MOV Listing Profile.

MOV and its related companies and their respective directors, employees and representatives make no representation or warranty of any nature (including as to

accuracy or completeness) in respect of this presentation and will have no liability (including for negligence) for any errors in or omissions from, or for any loss

(whether foreseeable or not) arising in connection with the use of or reliance on, information in this presentation.

---

ANNUAL FINANCIAL
STATEMENTS

FOR THE YEAR ENDED 30 JUNE 2022

ANNUAL FINANCIAL STATEMENTS
ANNUAL FINANCIAL STATEMENTS JUNE 2022

CONTENTS

Consolidated Statement of Profit or Loss & Other Comprehensive Income1

Consolidated Balance Sheet2

Consolidated Statement of Changes in Equity3

Consolidated Statement of Cash Flows4

Notes to the Consolidated Financial Statements5 - 43

DIRECTORS’ STATEMENT

FOR THE YEAR ENDED 30 JUNE 2022

The Directors of MOVe Logistics Group Limited are pleased to present the financial statements for MOVe Logistics Group

Limited and its subsidiaries (together the Group) for the year ended 30 June 2022 contained on pages 1 - 43.

Financial statements for each financial year fairly present the financial position of the Group and its financial

performance and cash flows for that period and have been prepared using appropriate accounting policies, consistently

applied and supported by reasonable judgments and estimates and all relevant financial reporting standards have been

followed.

Proper accounting records have been kept that enable, with reasonable accuracy, the determination of the financial

position of the Group and facilitate compliance of the financial statements with the Financial Markets Conduct Act 2013.

Adequate steps have been taken to safeguard the assets of the Group to prevent and detect fraud and other

irregularities.

The Directors hereby approve and authorise for issue the financial statements for the year ended 30 June 2022. They do

not have the power to amend these financial statements after issue.

For and on behalf of the Board

Lorraine Witten - Chair

23 August 2022

Grant Devonport - Director

23 August 2022

1
ANNUAL FINANCIAL STATEMENTS

CONSOLIDATED STATEMENT OF PROFIT OR LOSS &

OTHER COMPREHENSIVE INCOME

FOR THE YEAR ENDED 30 JUNE 2022

NOTES

30 JUNE 2022

$000

30 JUNE 2021

$000*

Revenue 7345,782328,947

Gains on disposal of assets 527885

Lease income1,2401,490

Other income 1,553948

Total Income 7349,102332,270

Transport costs(146,052)(128,065)

Employee costs(116,577)(120,348)

Rental / lease expenses(4,266)(3,397)

Other operating expenses(27,875)(25,979)

Depreciation of right of use assets8(30,303)(30,500)

Other depreciation / amortisation expenses 8(11,852)(12,765)

Other non-operating expenses5(3,387)(1,451)

Impairment of investment in associates16.2(61)(95)

Total Operating Expenses 8(340,373)(322,600)

Finance costs relating to lease liabilities(7,948)(7,921)

Other finance costs - interest on borrowing(3,111)(3,180)

Interest income on short term deposit101

Operating loss before income tax(2,320)(1,430)

Share of (loss) of associates 16.2(103)(149)

Loss Before Income Tax (2,423)(1,579)

Income tax (expense)/credit 9(116)283

LOSS FOR THE YEAR FROM CONTINUING OPERATIONS (2,539)(1,296)

Net (loss)/ profit from discontinued operations after tax21(565)2,600

(LOSS) / PROFIT FOR THE YEAR(3,104)1,304

(Loss) / Profit attributable to:

Owners of the company(4,208)869

Non-controlling interests1,104435

(3,104)1,304

Other comprehensive income:

Comprehensive Income for the Period, Net of Tax --

TOTAL COMPREHENSIVE (LOSS) / INCOME FOR THE YEAR, NET OF TAX (3,104)1,304

Earnings per share attributable to the ordinary equity holders of

the Company

CENTSCENTS

Basic and diluted earnings per share from continuing operations

11(3.44)(1.97)

Basic earnings per share for profit attributable to the ordinary equity

holders of the company

11(3.97)0.99

The above consolidated Statement of Profit or Loss & Other Comprehensive Income should be read in conjunction with the accompanying

notes.

*Certain amounts and relevant notes have been restated to reflect adjustments relating to discontinued operations note 21.

2
ANNUAL FINANCIAL STATEMENTS

CONSOLIDATED BALANCE SHEET

AS AT 30 JUNE 2022

NOTES

30 JUNE 2022

$000

30 JUNE 2021

$000

ASSETS

Current Assets

Cash and cash equivalents 12.114,94013,214

Inventories -55

Trade and other receivables 12.260,29449,754

Tax receivable-450

Advances to associates12.3-218

Assets held for sale2125,263-

Total Current Assets 100,49763,691

Non-Current Assets

Property, plant and equipment 13.157,76187,785

Right of use assets13.2150,381164,826

Intangible assets 13.318,05821,173

Deferred Income tax asset13.4149-

Investments in associates 16.2271417

Total Non-Current Assets 226,620274,201

TOTAL ASSETS 327,117337,892

EQUITY

Share capital1475,18837,054

Other reserves8848

Accumulated losses(5,081)(873)

Equity attributable to owners of the parent 70,19536,229

Non-controlling interest in equity2,7981,738

TOTAL EQUITY 72,99337,967

LIABILITIES

Current Liabilities

Trade and other payables 12.438,09231,840

Tax payable211-

Deferred revenue7521504

Borrowings 12.63,71367,352

Lease liability13.226,39327,310

Employee entitlements 12.510,47612,524

Liabilities directly associated with assets classified as held for sale216,149-

Total Current Liabilities 85,555139,530

Non-Current Liabilities

Borrowings 12.624,3242,811

Lease liability13.2133,338144,218

Convertible note12.77,7927,395

Derivative financial instrument12.7849834

Deferred income tax liability 13.4-2,682

Provisions for other liabilities and charges 13.52,2662,455

Total Non-Current Liabilities168,569160,395

TOTAL LIABILITIES 254,124299,925

TOTAL EQUITY & LIABILITIES 327,117337,892

The above consolidated Balance Sheet should be read in conjunction with the accompanying notes.

3
ANNUAL FINANCIAL STATEMENTS

CONSOLIDATED STATEMENT OF CHANGES IN EQUITY

FOR THE YEAR ENDED 30 JUNE 2022

ATTRIBUTABLE TO OWNERS OF THE

COMPANY

NOTESSHARE CAPITALRETAINED EARNINGS/(ACCUM. LOSSES)OTHER RESERVESTOTAL NON-CONTROLLING INTERESTTOTAL EQUITY

$000$000$000$000$000$000

Balance as at 1 July 2020

37,054(1,742)-35,3121,61436,926

Comprehensive income

Profit for the year

-869-8694351,304

Other comprehensive income

------

Total comprehensive income

-869-8694351,304

Cumulative translation adjustment

--(9)(9)-(9)

Transactions with owners:

Employee share scheme20

--5757-57

Non-controlling interest on acquisition of

subsidiary

----6060

Dividends and dividend reinvestment plan

----(371)(371)

Balance as at 30 June 2021

37,054(873)4836,2291,73837,967

Balance as at 1 July 2021

37,054(873)4836,2291,73837,967

Comprehensive income

(Loss)/Profit for the year

-(4,208)-(4,208)1,104(3,104)

Other comprehensive income

------

Total comprehensive income

-(4,208)-(4,208)1,104(3,104)

Cumulative translation adjustment

--6767-67

Transactions with owners:

Employee share scheme20

34-(27)7-7

Issue of Ordinary Shares

38,100--38,100-38,100

Dividends

----(44)(44)

Balance as at 30 June 2022

75,188(5,081)8870,1952,79872,993

The above consolidated Statement of Changes in Equity should be read in conjunction with the accompanying notes.

4
ANNUAL FINANCIAL STATEMENTS

CONSOLIDATED STATEMENT OF CASH FLOWS

FOR THE YEAR ENDED 30 JUNE 2022

NOTES

30 JUNE 2022

$000

30 JUNE 2021

$000*

Cash flows from operating activities

Receipts from customers 336,585327,110

Interest received 101

Dividends received 250

Payments to suppliers and employees (292,537)(277,757)

Government subsidy received942267

Notional finance charge on NZ IFRS 16 leases15.2(7,948)(7,920)

Interest paid (2,613)(3,011)

Income tax paid (504)(2,504)

Net cash generated from operating activities 15.133,93736,236

Cash flows used in investing activities

Purchase of business, net of cash acquired-242

Purchase of property, plant and equipment(4,999)(5,728)

Proceeds from sale of property, plant and equipment4,1481,395

Purchase of intangible assets(214)(359)

Advances to associates 200-

Net cash used in investing activities (865)(4,450)

Cash flows from financing activities

Repayment of borrowings15.2(123,869)(16,242)

Proceeds from borrowings15.281,643-

Proceeds from share issue1438,100-

Convertible note15.2-8,200

Repayment of lease liability (NZ IFRS 16)(27,394)(27,225)

Dividends paid to shareholders / non-controlling interests(44)(371)

Net cash flow used in financing activities(31,564)(35,638)

Net increase in cash and cash equivalents - continuing

operations

1,508(3,852)

Net increase in cash and cash equivalents - discontinued

operations

212185,184

Cash and cash equivalents at beginning of year 13,21411,882

Cash and cash equivalents 30 June14,94013,214

The above consolidated Statement of Cash Flows should be read in conjunction with the accompanying notes.

*Certain amounts and relevant notes have been restated to reflect adjustments relating to discontinued operations note 21.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 5
NOTES TO THE CONSOLIDATED

FINANCIAL STATEMENTS

1. GENERAL INFORMATION


1.1. REPORTING ENTITY

The core operations of MOVe Logistics Group Limited (“MOVe Logistics” or the “Company”) and its subsidiaries

(collectively “the Group”) are in the New Zealand logistics sector. These include general transport, bulk liquids, heavy

haulage, shipping, warehousing and distribution, freight forwarding, national and international household removals and

storage.

The Company is incorporated and domiciled in New Zealand, registered under the Companies Act 1993 and is a FMC

Reporting Entity under part 7 of the Financial Markets Conduct Act 2013. The Company is dual listed with its primary listing

of ordinary shares quoted in New Zealand on the NZX Main Board, and a secondary listing in Australia as a foreign Exempt

Entity on the Australian securities exchange (ASX) (refer note 22).

The registered office of the Company is at 330 Devon Street East, New Plymouth, New Zealand. The consolidated financial

statements of the Company as at, and for the year ended 30 June 2022, comprise the Company and its subsidiaries (refer

note 16.1), together referred to as the “Group”.

1.2. BASIS OF PREPARATION

These financial statements have been prepared on a historical cost basis.

The preparation of financial statements in conformity with NZ IFRS requires the use of certain critical accounting

estimates. It also requires Management to exercise its judgement in the process of applying the Group’s accounting

policies. The areas where assumptions and estimates are significant to the consolidated financial statements are

disclosed in note 4.

The consolidated financial statements have been prepared in accordance with the Financial Markets Conduct Act 2013

and the Companies Act 1993.

The principal accounting policies adopted in the preparation of the financial statements are selected and applied in a

manner which ensures that the resulting financial information satisfies the concepts of relevance and reliability, thereby

ensuring that the substance of the underlying transaction and other events is reported. These policies have been

consistently applied to all the periods presented, unless otherwise stated. To ensure consistency with the current period,

comparable figures have been restated where appropriate.

1.3. STATEMENT OF COMPLIANCE

The Group is a for-profit entity. Its financial statements have been prepared in accordance with, and comply with, New

Zealand Generally Accepted Accounting Practice (NZ GAAP). They comply with New Zealand Equivalents to International

Financial Reporting Standards and other applicable Financial Reporting Standards and Authoritive Notices, as appropriate

for for-profit entities. The financial statements comply with International Financial Reporting Standards (IFRS).

2. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES

2.1. CONSOLIDATION

a. Subsidiaries

Subsidiaries are all entities over which the Group has control. The Group controls an entity when the Group is exposed to,

or has rights to, variable returns from its involvement with the entity, and has the ability to affect those returns through its

power to direct the activities of the entity. Subsidiaries are fully consolidated from the date on which control is transferred

to the Group. They are de-consolidated from the date that control ceases.

The Group uses the acquisition method of accounting to account for business combinations. The consideration

transferred for the acquisition of a subsidiary is the fair value of the assets transferred, the liabilities incurred and the

equity interest issued by the Group. The consideration transferred includes the fair value of any asset or liability resulting

from a contingent consideration arrangement and the elimination of any balances arising between the Group and the

acquiree.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 6
a. Subsidiaries (continued)

If the business combination is achieved in stages, the acquisition date carrying value of the acquirer’s previously

held equity interest in the acquiree is remeasured to fair value at the acquisition date. Any gain or loss arising from

remeasurement is recognised in profit or loss.

Acquisition-related costs are expensed as incurred. Identifiable assets acquired and liabilities and contingent liabilities

assumed in a business combination are measured initially at their fair values at the acquisition date. On an acquisition

by acquisition basis, the Group recognises any non-controlling interest in the acquisition either at fair value or at the non-

controlling interest’s proportionate share of the acquiree’s net assets.

The excess of the consideration transferred, the amount of any non-controlling interest in the acquiree, and the

acquisition-date fair value of any previous equity interest in the acquiree over the fair value of the Group’s share of the

identifiable net assets acquired, is recorded as goodwill.

Contingent consideration is classified either as equity or a financial liability. Amounts classified as a financial liability are

subsequently re-measured to fair value with changes in fair value recognised in profit or loss.

Inter-company transactions, balances and unrealised gains on transactions between Group companies are eliminated.

Unrealised losses are also eliminated unless the transaction provides evidence of an impairment of the transferred asset.

Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted

by the Group.

Non-controlling interests in the results and equity of subsidiaries are shown separately in the consolidated Statement of

Profit or Loss & Other Comprehensive Income, Statement of Changes in Equity and Balance Sheet respectively.

b. Associates

Associates are all entities over which the Group has significant influence but not control, generally accompanying

a shareholding of between 20% and 50% of the voting rights. Investments in associates are accounted for using the

equity method of accounting after initially being recognised at cost. The Group’s investment in associates includes

goodwill identified on acquisition, net of an accumulated impairment loss. The Group’s share of its associates post-

acquisition profits or losses is recognised under ‘Share of (loss) / profit of associates’ in the Statement of Profit or Loss &

Other Comprehensive Income, and its share of post-acquisition movements in reserves is recognised in reserves. The

cumulative post-acquisition movements are adjusted against the carrying amount of the investment. When the Group’s

share of losses in an associate equals or exceeds its interest in the associate, including any other unsecured receivables,

the Group does not recognise further losses, unless it has incurred obligations or made payments on behalf of the

associate.

Unrealised gains on transactions between the Group and its associates are eliminated to the extent of the Group’s

interest in the associates. Unrealised losses are also eliminated unless the transaction provides evidence of an

impairment of the asset transferred. Accounting policies of associates have been changed where necessary to ensure

consistency with the policies adopted by the Group.

c. Assets held for sale

Non-current assets and disposal groups classified as held for sale are measured at the lower of carrying amount or fair

value less costs to sell. Non-current assets and disposal groups are classified as held for sale if their carrying amount is

expected to be recovered through a sale transaction rather than through continuing use. This condition is regarded as

met only when the sale is highly probable and the asset (or disposal group) is available for immediate sale in its present

condition and the sale of the asset (or disposal group) is expected to be completed within one year from the date of

classification. Impairment losses on initial classification as held for sale and subsequent gain or loss on remeasurement

is recognised in profit or loss. Once classified as held for sale, intangible assets and property, plant and equipment are no

longer amortised or depreciated.

d. Discontinued Operations

Classification as a discontinued operation occurs on disposal, or when the operation meets the criteria to be classified as

a non-current asset or disposal group held for sale. When an operation is classified as a discontinued operation, the profit

or loss is restated to present the results of discontinued operations as a single amount as if the operations had been

discontinued from the start of the comparative year.

2.2. FOREIGN CURRENCY TRANSLATION

a. Functional and presentation currency

Items included in the financial statements of each of the Group’s entities are measured using the currency of the primary

economic environment in which the entity operates (‘the functional currency’). The financial statements are presented in

New Zealand dollars (rounded to thousands), which is the functional and the presentation currency of all companies in

the Group.

b. Transactions and balances

Foreign currency transactions are translated into the functional currency using the exchange rates prevailing at the

dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 7
from the translation at year-end exchange rates of monetary assets and liabilities denominated in foreign currencies are

recognised in profit or loss.

2.3. NEW ACCOUNTING STANDARDS & INTERPRETATIONS


The accounting policies applied in the preparation of the consolidated financial statements are consistent with prior year.

There are no new accounting standards or interpretations during the year that have impacted on the preparation of the

financial statements.

2.4. STANDARDS ISSUED BUT NOT YET ADOPTED

There are no new standards or amendments to standards and interpretations that are effective for periods beginning on

or after 1 July 2022 that will have a material impact on the consolidated financial statements.

3. FINANCIAL RISK MANAGEMENT

The Group’s principal financial instruments comprise bank loans, convertible notes and overdrafts, cash, trade creditors

and accruals and trade debtors. The main purpose of these financial instruments is to raise and provide working capital

for the Group’s operations.


This note explains the Group’s exposure to financial risks and how these risks affect the Group’s future financial

performance.

RiskExposure arising fromMeasurement

Credit risk

Cash and cash equivalents and trade

receivables.

Aging analysis & credit ratings

Market risk - interest rateLong term borrowing at variable ratesSensitivity analysis

Liquidity riskBorrowings and other liabilitiesRolling cash flow forecast


The Group’s risk management is carried out by a central treasury department (Group Treasury) under policies approved

by the Board of Directors. Group Treasury identifies, evaluates and manages financial risks in close co-operation with the

Group’s operating units. The Board provides written principles for overall risk management, as well as policies covering

specific areas, such as foreign exchange risk, funding risk, interest rate risk, credit risk and use of derivative financial

instruments and non-derivative financial instruments.

3.1. CREDIT RISK MANAGEMENT

In the normal course of business the Group incurs credit risk from trade debtors and transactions with financial

institutions. The Group has a credit policy that it uses to manage this risk. As part of this policy limits on exposures with

counter-parties have been set and approved by the Board of Directors and are monitored on a regular basis.

The Group has no significant concentrations of credit risk. The Group does not require any collateral or security to support

financial instruments due to the quality of the financial institutions and trade debtors dealt with. The Group normally gives

30 or 60 days credit on its trade receivables. At 30 June the Group’s credit risk exposure is equal to the carrying value of

its financial assets.

2022

$000

2021

$000

Trade and other receivables

Trade receivables56,83147,418

Credit loss provision(1,402)(1,152)

Total trade receivables55,42946,266

Accrued revenue3,5301,476

Sundry receivables317497

Advances to associates-218

Cash and short term bank deposits

Bank with AA- credit rating14,94013,214

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 8
a. Impaired trade receivables

Individual receivables which are known to be uncollectible are written off by reducing the carrying amount directly. The

other receivables are assessed collectively to determine whether there is objective evidence that an impairment has

been incurred but not yet been identified. For these receivables the estimated impairment losses are recognised in

a separate provision for impairment. The Group considers that there is evidence of impairment if any of the following

indicators are present:

• significant financial difficulties of the debtor

• probability that the debtor will enter bankruptcy or financial reorganisation, and

• default or delinquency in payments.

Receivables for which an impairment provision was recognised are written off against the provision when there is no

expectation of recovering additional cash.

Impairment losses are recognised in profit or loss within other expenses. Subsequent recoveries of amounts previously

written off are credited against other expenses.

Movements in the provision for impairment of trade receivables that are assessed for impairment collectively are as

follows:

2022

$000

2021

$000

At 1 July1,1522,952

Provision for impairment recognised during the year308193

Provision for credit notes to revenue265(1,770)

Transfer to Asset held for Sale(20)-

Receivables written off during the year as uncollectible(303)(223)

At 30 June 1,4021,152

The table below sets out information about the credit quality of trade receivables net of the expected credit loss provision:

Current1 -29 days

overdue

30 - 59 days

overdue

60+ days

overdue

Total

$000$000$000$000$000

30 June 2021

Gross carrying amount41,7533,4101,0951,16047,418

Baseline125661268351,152

Specific-----

Total expected credit loss rate0.3%1.9%11.5%72.0%

Credit loss provision125661268351,152

30 June 2022

Gross carrying amount48,6355,4261,7261,04456,831

Baseline1051281707341,137

Specific--120145265

Total expected credit loss rate0.2%2.4%16.8%84.2%

Credit loss provision1051282908791,402

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 9
3.1. CREDIT RISK MANAGEMENT (CONTINUED)

Critical estimates and judgements

a. Credit loss provision

To measure expected credit losses, trade receivables have been grouped and reviewed on the basis of the number of

days past due. The credit loss provision has been calculated by considering the impact of the following characteristics:

• The baseline loss rate takes into account the average write-off history of the Group over a two-year period as a

predictor of future conditions and applies an increasing expected credit loss estimate by trade receivables aging

profile.

• Specific credit loss provisions are made based on any specific customer collection issues that are identified.

Collections and payments from our customers are continuously monitored and a credit loss provision is maintained

to cover any specific customer credit losses anticipated.

The Group has performed an assessment of credit risk on its customer base taking into consideration the factors below:

• profile of the customer, i.e. corporate or individual customers

• region the customer is based in

• industry the customer operates within

• size and nature of the customer

• and, the Group’s understanding of and experience with the customer

As a result of this assessment, the Group has assessed its baseline provision to $1,402,000 (2021: $1,152,,000), to reflect the

estimated financial impact of its assessment of the credit risk.

3.2. INTEREST RATE RISK

The Group’s main interest rate risk arises from long term borrowing with variable rates which exposes the Group to cash

flow interest rate risk. The Group adopts a policy of ensuring that some of its exposure to changes in interest rates on

borrowings is on a fixed rate basis by entering into interest rate swaps.

The table below summarises the Group’s current interest rate swaps:

Date effectiveFace valueMaturity dateInterest rate paid

8 July 201920,000,0008 July 20241.625% pa

The Group does not hedge account so all market adjustments are recognised in the Statement of Profit or Loss & Other

Comprehensive Income.


Sensitivity analysis

The effect of a 1% increase or decrease in the floating interest rates for the Group would be a decrease/increase in profit

and equity of $80,000 (2021: $575,000).

3.3. LIQUIDITY RISK

Prudent liquidity risk management implies maintaining sufficient cash and the availability of funding through an

adequate amount of committed credit facilities. Due to the dynamic nature of the underlying businesses, the Group

maintains flexibility in funding through having flexible funding lines available to them. Management monitors rolling

forecasts of the Group’s liquidity reserve, which comprises its undrawn borrowing facility and cash and cash equivalents

(note 12.1) on the basis of expected cash flows.

The Group had access to the following undrawn borrowing facilities at the end of the reporting period:

2022

$000

2021

$000

Expiring within one year (bank overdraft)

5,0002,000

Expiring beyond one year (flexible credit facility)

15,000-

Total20,0002,000

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 10

3.3. LIQUIDITY RISK (CONTINUED)

The amounts disclosed in the table are the contractual undiscounted cash flows. Balances due within 12 months equal

their carrying balances or the impact of discounting is not significant.

Less than 1

year

Between 1

and

2 years

Between 2

and

5 years

Beyond 5

years

Total

contractual

cash flows

Carrying

amount

(assets)/

liabilities

$000$000$000$000$000$000

2021

Borrowings69,7179662,059-72,74270,163

Convertible note4104101,162-1,9827,395

Lease liabilities34,50931,48064,40380,748211,140171,528

Trade and other

payables

31,840---31,84031,840

Employee entitlements12,524---12,52412,524

Total149,00032,85667,62480,748330,228293,450

2022

Borrowings6,4176,16319,061-31,64128,037

Convertible note410410752-1,5727,792

Lease liabilities32,68528,10457,12580,058197,972159,731

Trade and other

payables

38,092---38,09238,092

Employee entitlements10,476---10,47610,476

Total 88,08034,67776,93880,058279,753244,128

The Group provides guarantees, these are detailed in note 17.

3.4. CAPITAL MANAGEMENT

The Group’s objectives when managing capital are to safeguard their ability to continue as a going concern, so that they

can continue to provide returns for shareholders and benefits for other stakeholders and to maintain an optimal structure

to reduce the cost of capital.

In order to maintain or adjust the capital structure, the Group may adjust the amount of dividends paid to shareholders,

return capital to shareholders, issue new shares or sell assets to reduce debt.

The Group monitors capital on the basis of the gearing ratio and bank covenant compliance. The Group’s gearing ratio at

30 June is as follows:

2022

$000

2021

$000

Bank borrowings28,03770,163

Convertible note7,7927,395

Less: cash and cash equivalents(14,940)(13,214)

Net debt (excluding lease liabilities)20,88964,344

Equity72,99337,967

Gearing ratio22.3%62.9%

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 11
4. CRITICAL ACCOUNTING ESTIMATES AND JUDGEMENTS

The Group makes estimates and assumptions concerning the future. The resulting accounting estimates will, by definition,

seldom equal the related actual results. The estimates and assumptions that have a significant risk of causing a material

adjustment to the carrying amounts of assets and liabilities within the next financial year are discussed below. Other

critical accounting estimates will be disclosed in the relevant notes.

a. Estimated impairment of goodwill

The Group tests annually whether goodwill has suffered any impairment. The recoverable amounts of cash-generating

units have been determined based on value-in-use calculations. These calculations require the use of estimates. Refer to

note 13.3 for further details.

b. Valuation of convertible note

In May 2021 the Group issued convertible notes of $8.2m which included an embedded derivative component. The fair

value of this derivative is considered an estimate in the financial statements (refer note 12.7).

c. Held for sale

In May 2022 the Group announced its intention to undertake a formal sales process to dispose of a subsidiary company.

Judgements have been made to determine that the conditions of a held for sale asset and discontinued operation have

been met. Disposal groups held for sale are measured at the lower of carrying amount or fair value less costs to sell,

these calculations require the use of accounting estimates (refer note 21).



5. RECONCILIATION TO GAAP MEASURE


The Group results are prepared in accordance with New Zealand Generally Accepted Accounting Practice (“GAAP”) and

comply with both International Financial Reporting Standards (“IFRS”) and the New Zealand equivalents to International

Financial Reporting Standards (“NZ IFRS”).

These financial statements include non-GAAP financial measures that are not prepared in accordance with IFRS. The

non-GAAP financial measures used in this presentation are as follows:

• Adjusted EBITDA (a non-GAAP measure) represents profit or loss before income taxes from continuing operations

(a GAAP measure), excluding interest income, interest expense, depreciation and amortisation, share of loss of

associates, restructuring costs, impairment of investment in associates, asset impairment and acquisition related

costs (non operating expenses) as reported in the financial statements.

• Adjusted EBIT (a non-GAAP measure) represents profit or loss before income taxes from continuing operations

(a GAAP measure), excluding interest income, interest expense, share of loss of associates, restructuring costs,

impairment of investment in associates, asset impairment and acquisition related costs (non operating expenses)

as reported in the financial statements.

The Group believes that these non-GAAP measures provide useful information to readers to assist in the understanding

of the financial performance and position of the Group as they are used internally to evaluate the performance of

business units and to establish operational goals. They should not be viewed in isolation, nor considered as a subsitute for

measures reported in accordance with IFRS. Non-GAAP measures as reported by the Group may not be comparable to

similarly titled amounts reported by other companies.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 12
5. RECONCILIATION TO GAAP MEASURE (CONTINUED)

The following is a reconciliation between these non-GAAP measures and net profit after tax:

Reconciliation to GAAP measure 12 months to

June 2022

$000

12 months to

June 2021

$000

Loss Before Income Tax from continuing operations (GAAP

Measure)

(2,423)(1,579)

Add back:

Share of loss of associates 103149

Finance costs11,04911,100

Impairment of investment in associates6195

Other non operating expenses

- Goodwill impairment555-

- Asset impairment1,0641,133

- Restructuring Costs1,630-

- Acquisition related costs138318

Depreciation & amortisation 42,15543,265

Adjusted EBITDA (non-GAAP measure) 54,33254,481

Reconciliation to GAAP measure 12 months to

June 2022

$000

12 months to

June 2021

$000

Loss Before Income Tax from continuing operations (GAAP

Measure)

(2,423)(1,579)

Add back:

Share of loss of associates 103149

Finance costs (net)11,04911,100

Impairment of investment in associates6195

Other non operating expenses

- Goodwill impairment555-

- Asset impairment1,0641,133

- Restructuring Costs1,630-

- Acquisition related costs138318

Adjusted EBIT (non-GAAP measure) 12,17711,216

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 13
6. SEGMENT INFORMATION

Operating segments are reported in a manner consistent with the internal reporting to the Chief Operating Decision

Maker (CODM). The CODM is responsible for allocating resources and assessing performance of the operating segments.

During the reportable period there was a change in the Chief Operating Decision Maker (CODM) assessed now as the

Executive Director. Following this, there has been a change to the operating structure of the Group and as such the

reportable operating segments have been revised to align with the new structure.

The Group has made the decision that the thirteen operating segments that form part of the reporting to the Executive

Director can be aggregated into five reporting segments. Reportable segments have been determined by having regard

to the nature of the services, the processes the various business units undertake to service customers, the allocation of

capital, the type of customers serviced, and the nature of the distribution channels.

In addition to GAAP measures, the Executive Director also uses non-GAAP measures (EBITDA and EBIT) to assess the

commercial performance of the segments. The revised reportable operating segments have been determined as:

INTERNATIONAL

This segment includes international freight forwarding and shipping agency services across a broad range of industries.

SPECIALIST

This segment provides transport and lifting solutions for oversized and large items.

As a result of the Groups’ strategic review the Group is undertaking a formal sales process of the company that

comprises the Specialist segment and as such this company has been classified as held for sale and treated as a

discontinued operation as at 30 June 2022. Further information on this held for sale item is outlined in note 21.

FREIGHT

This segment provides nationwide general freight transport services with regional strength. It is able to transport a wide

range of freight types.

CONTRACT LOGISTICS

This segment specialises in contracted solutions providing services for customers including warehouse and supply chain

capability and delivery of bulk liquids.

CORPORATE

This segment includes our corporate services function.

Comparative information has been re-presented from that presented in the 30 June 2021 Financial Statements. This is to

provide comparative information aligned with the newly determined reporting segments.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 14
6. SEGMENT INFORMATION (CONTINUED)

The segment information for the year ended 30 June is as follows:

InternationalSpecialistFreightingContract

Logistics

CorporateTotalDiscontinued

Operation

Total

Continuing

Operations

$000$000$000$000$000$000$000$000

Year ended 30 June 2021

Total segment revenue 8,24224,301181,219156,754-370,516(24,301)346,215

Inter-segment revenue (9)(182)(12,226)(4,851)-(17,268)-(17,268)

Revenue from external

customers

8,23324,119168,993151,903-353,248(24,301)328,947

EBITDA2,0756,83317,61838,426(3,638)61,314(6,833)54,481

Depreciation - tangible

assets

1462,0705,8904,17330212,581(2,070)10,511

Depreciation - ROU assets23297110,42819,67916131,471(971)30,500

Depreciation - intangible

assets

156121,8404012,310(56)2,254

EBIT1,6963,7361,28812,734(4,502)14,952(3,736)11,216

Assets11,47127,419136,775149,36912,858337,892-337,892

Liabilities7,1377,141100,391109,55275,704299,925-299,925

Capital expenditure

including intangibles

1792871,7144,2317497,160-7,160

Year ended 30 June 2022

Total segment revenue 10,87814,339195,354158,759-379,330(14,339)364,991

Inter-segment revenue (16)(111)(14,489)(4,593)-(19,209)-(19,209)

Revenue from external

customers

10,86214,228180,865154,166-360,121(14,339)345,782

EBITDA3,8521,86118,50234,981(3,003)56,193(1,861)54,332

Depreciation - tangible

assets

1381,6395,0723,90829111,048(1,639)9,409

Depreciation - ROU assets21781110,57419,35116131,114(811)30,303

Depreciation - intangible

assets

16261,8505862,505(62)2,443

EBIT3,496(651)2,8509,872(4,041)11,52665112,177

Assets20,46025,263130,567141,3319,496327,117(25,263)301,854

Liabilities13,7046,14995,880102,79535,596254,124(6,149)247,975

Capital expenditure

including intangibles

1,036911,4322,8812675,707(91)5,616

Interest income and expense are not allocated to segments, as this type of activity is driven by the central treasury

function, which manages the cash position of the Group.

Sales between segments are eliminated on consolidation. The amounts provided to the CODM with respect to segment

revenue are measured in a manner consistent with that of the financial statements.

Revenues of approximately $47,100,000 (2021: $46,500,000) are derived from a single external customer which exceeds 10%

or more of our entity’s revenue. These revenues are attributed to the Contract Logistics segment.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 15
7. REVENUE & OTHER SOURCES OF INCOME


Revenue comprises the fair value of the consideration received or receivable for the sale of services in the ordinary

course of the Group’s activities. Revenue is shown net of GST, rebates and after eliminating sales within the Group.

a. Sale of services

Freight Services

The Group performs transportation services. Revenue is recognised over the time of delivery, being from the time of

acceptance of the goods to delivery to the final destination.

Warehousing Services

The logistics function provides warehousing and storage services. Revenue from providing these services is recognised in

the accounting period in which the services are rendered. Some contracts include multiple deliverables. However, these

are easily identifiable and are accounted for as separate performance obligations.

Trading Services

The Group performs freight forwarding and shipping agency services. Revenue is recognised over the time of delivery,

being from the time of acceptance of the job to completion of the shipment. Revenue is recognised on a net basis after

disbursements as the Group are acting as an agent for the customer.

For fixed priced contracts, revenue is recognised based on the actual service provided to the end of the reporting period

as a proportion of the total services to be provided. This is because the customer receives and uses the benefits of the

service simultaneously.

Customers are invoiced on a daily, weekly or monthly basis and consideration is payable when invoiced. There are no

significant financing arrangements for any of the Group’s revenue streams. The Group does not offer any refunds or

warranties.

The Group derives the following types of revenue:

2022

$000

2021

$000

Freight282,054271,382

Warehousing51,11647,911

Trading12,6129,654

Total Revenue345,782328,947

Timing of revenue recognition

June 2022June 2021

$000$000

Over time

345,782328,947

At a point in time

--

Total Revenue

345,782328,947

b. Interest income

Interest income is recognised on a time-proportion basis using the effective interest method.

c. Dividend income

Dividend income is recognised when the right to receive payment is established.

d. Lease income

Lease income from operating leases where the Group is a lessor is recognised as rental income on a straight-line basis

over the lease term.

e. Financing component

The Group does not expect to have any contracts where the period between the transfer of the promised service to the

customer and payment by the customer exceeds one year. As a consequence, the Group does not adjust any of the

transaction prices for the time value of money.

f. Contract liability

The Group recognises a contract liability (deferred revenue) when the Group has recognised consideration for

performance obligations yet to be fulfilled. The opening balance has been recognised in revenue in the current year.

In the current year, there was $504,000 of revenue recognised relating to contract liabilities at the prior year end. The

average timing of satisfaction of performance obligation in relation to the payment of the contract liability is between

1 and 5 days. Management expects that 100% of the revenue (transaction price) allocated to unsatisfied performance

obligations as of 30 June 2022 will be recognised as revenue during the next reporting period ($521,000).

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 16
7. REVENUE & OTHER SOURCES OF INCOME (CONTINUED)


g. Government grants

Grants from the Government are recognised at their fair value where there is reasonable assurance that the grant will be

received, and the Group will comply with the attached conditions.

COVID-19 wage subsidy grants of $192,000 (2021: $267,000) and a grant from Waka Kotahi to support a co-funded coastal

shipping initiative $750,000 (2021: $0) are both included in the ‘other income’ line item. There are no unfulfilled conditions

or other contingencies attached to these grants. Government grants relating to income are deferred and recognised in

profit or loss over the period necessary to match them with the conditions that they are intended to compensate.


8. OPERATING EXPENSES BY NATURE


2022

$000

2021

$000

Transport costs

1

146,052128,065

Employee costs (note 8.1)116,577120,348

Property lease expenses614563

Operating lease expenses3,6522,834

Trading and warehousing expenses6,2645,018

Communications5,4585,762

Occupancy costs7,1806,444

Travel and accommodation2,7233,307

Bad debts418159

Foreign exchange (gain)/loss(231)24

Remuneration paid to principal auditors (PwC)

Assurance services

Audit and review of financial statements, including associated disbursements310325

Non-assurance services

Other advisory services related to:

-Taxation services-38

-ASX Compliance Listing41-

Donations2015

Directors fees 471430

Depreciation and amortisation42,15543,265

Impairment of investment in associates6195

Non operating expenses (refer note 5)3,3871,413

2

Share based payments657

Other expenses5,2154,438

Total operating expenses340,373322,600


1

Includes costs relating to transportation including road user charges (RUC), fuel, tyres, repairs and maintenance, owner driver and subcontractor costs.

2

Non operating expenses for 2021 are shown net of PwC non assurance services of $38,000 in this note as required by NZ IFRS. Total non operating expenses including

this amount for 2021 are $1,451,000(refer note 5).

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 17
8.1. EMPLOYEE COSTS

a. Superannuation benefits

The Group operates a defined contribution superannuation scheme. The scheme is funded through employee and Group

contributions to a trustee-administered fund. The Group has no further payment obligations once contributions have

been paid. Contributions are recognised as an employee benefits expense when they are due.


MOVe Freight Limited has a historic defined contribution company superannuation scheme that has been operating for a

number of years. The Company has contribution rates from 4% - 6%.

Members contribute a minimum of 4% of their salary/wage and can go as high as 15%. The Company contributions are

vested to the member at the rate of 20% per year of service with the Company i.e. 100% after five years of service.

b. Other employee benefits

Liabilities for wages and salaries, including non-monetary benefits and accumulating sick leave are expected to be

settled within 12 months. They are measured at the amounts expected to be paid when the liabilities are settled.

c. Long service leave

The liabilities for long service leave and annual leave are not expected to be settled wholly within 12 months after the

end of the period in which the employees render the related service. They are therefore measured at the present value

of expected future payments to be made in respect of services provided by employees up to the end of the reporting

period. Consideration is given to expected future wage and salary levels, experience of employee departures and periods

of service. Expected future payments are discounted using market yields at the end of the reporting period of high-quality

corporate bonds with terms and currencies that match, as closely as possible, the estimated future cash outflows. Re-

measurement as a result of experience adjustments and changes in actuarial assumptions are recognised in profit or

loss.

d. Profit-sharing and bonus plans

The Group recognises a liability and an expense for bonuses and profit-sharing based on a formula that takes into

consideration the profit attributable to the Company’s shareholders after certain adjustments. The Group recognises a

provision where contractually obliged or where there is a past practice that has created a constructive obligation.

2022

$000

2021

$000

Wages, salaries & leave costs110,502113,410

Superannuation fund contributions2,8002,830

Other employee related costs3,2754,108

Total116,577120,348

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 18
9. INCOME TAX EXPENSE


The tax expense for the year comprised current and deferred tax. Tax is recognised in the profit or loss component of the

Statement of Profit or Loss & Other Comprehensive Income except to the extent that it relates to items recognised directly

in other comprehensive income or directly in equity. In this case, the tax is also recognised in other comprehensive

income or equity respectively.

The current income tax charge is calculated on the basis of the tax laws enacted or substantively enacted at the balance

sheet date in the countries where the Company and its subsidiaries operate and generate taxable income.


2022

$000

2021

$000

Current tax on loss for the year(968)(1,463)

Adjustments in respect to prior years11(26)

Deferred tax1,061762

104(727)

Income tax expense/(credit) is attributable to:

(Loss)/Profit for the year from continuing operations(116)283

(Loss)/Profit for the year from discontinued operations220(1,010)

104 (727)


The prima facie income tax expense on pre-tax accounting profit from continuing operations reconciles to the income

tax expense in the financial statements as follows:


2022

$000

2021

$000

Loss from continuing operations before tax(2,423)(1,579)

(Loss)/Profit from discontinued operations before tax(785)3,611

(3,208)2,032

Add back:

Impairment of investment in associates6195

Share of loss of associates103149

(3,044)2,276

Prima facie tax receivable/(payable) at 28%852(637)

Tax effects of:

Expenses not deductible(540)(64)

Effect of tax rates in foreign juristrictions37-

Tax losses utilised in prior year(256)-

Prior year adjustment11(26)

Income tax expense/(credit)104(727)

Imputation credits

2022

$000

2021

$000

Imputation credits available for use in subsequent periods3,1942,766

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 19
10. DIVIDENDS PAID AND PROPOSED


Dividends to the company shareholders are recognised in the Group’s financial statements in the period in which the

dividends are declared. Intercompany dividends are eliminated on consolidation.

No dividends have been declared by the company or recognised in the current year (2021: nil).

11. EARNINGS PER SHARE


The Group presents basic and diluted earnings per share (EPS) data for its ordinary shares. Basic EPS is computed based

on the weighted average number of ordinary shares outstanding during the period. Diluted EPS is computed based on

the weighted average number of ordinary shares plus the effect of dilutive potential ordinary shares outstanding during

the period. At balance date, the effects of the potential ordinary shares were antidilutive. The potential ordinary shares

include the convertible note and share options.


12 months to 30

June 2022

12 months to 30

June 2021

$000$000

Loss attributable to the owners for the year from

continuing operations

(3,643)(1,731)

(Loss)/Profit attributable to the owners for the year

from discontinued operations

(565)2,600

(4,208) 869

Weighted average number of shares106,048,75587,684,882

CentsCents

Basic & diluted earnings per share from continuing

operations

(3.44)(1.97)

Basic earnings per share from discontinued

operations

(0.53)2.96

(3.97) 0.99

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 20
12. FINANCIAL ASSETS AND FINANCIAL LIABILITIES


The Group classifies its financial assets at amortised cost. The classification depends on the purpose for which the

financial assets are held. Management determines the classification of its financial assets at initial recognition.

Financial assets are included in current assets, except for those with maturities greater than 12 months after the

reporting date which are classified as non-current assets. The Group’s financial assets comprise ‘Trade and other

receivables’, ‘Cash and cash equivalents’ and ‘Advances to associates’ in the Balance Sheet. Financial assets that are

stated at amortised cost are reviewed individually at balance date to determine whether there is objective evidence

of impairment. Any impairment losses are recognised in the consolidated Statement of Profit or Loss and other

comprehensive income.

This note provides information about the Group’s financial instruments, including:

• An overview of all financial instruments held by the Group

• Specific information about each type of financial instrument

• Information about determining the fair value of the instruments, including judgements and estimations of

uncertainty involved.


The Group holds the following financial instruments:

AMORTISED COST

Financial AssetsNotes

2022

$000

2021

$000

Cash and cash equivalents

12.1

14,94013,214

Trade and other receivables

1

12.2

59,27648,239

Advances to associates

12.3

-218

Total74,21661,671

1

excluding non financial assets


FINANCIAL LIABILITIES AT AMORTISED COST

Financial LiabilitiesNotes

2022

$000

2021

$000

Trade Payables

1

12.4

36,59230,425

Employee entitlements

12.5

10,47612,524

Borrowings

12.6

28,03770,163

Convertible note

12.7

8,6418,229

Total83,746121,341

1

excluding non-financial liabilities

The Group’s exposure to various risks associated with the financial instruments is discussed in note 3. The maximum

exposure to credit risk at the end of the reporting period is the carrying amount of each class of financial assets

mentioned above, other than for trade and other receivables where the maximum credit risk is the balance before

impairment, being $60,678,000 (2021: $49,391,000).

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 21
12.1. CASH AND CASH EQUIVALENTS

Cash and cash equivalents includes cash on hand, deposits held on call with banks, other short-term highly liquid

investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within

borrowings in current liabilities on the Balance Sheet.

Cash and cash equivalents include the following for the purpose of the cash flow statement:

2022

$000

2021

$000

Cash14,94013,214

Bank overdrafts (undrawn, refer note 3.3)--

Total14,94013,214

12.2. TRADE AND OTHER RECEIVABLES

Trade and other receivables are recognised initially at fair value and subsequently measured at amortised cost using the

effective interest method less provision for expected credit loss.

The Group assesses on a forward looking basis the expected credit losses associated with trade receivables carried at

amortised cost. The Group applies the simplified approach permitted by NZ IFRS 9, which requires expected lifetime losses

to be recognised from initial recognition of the receivables. Impairment of trade receivables is recognised in profit or loss.

Significant financial difficulties of the debtor, probability that the debtor will enter bankruptcy or financial reorganisation,

and default or delinquency in payments are considered indicators that the trade receivable has been impaired. The

amount of the provision is the difference between the asset’s carrying amount and the present value of the estimated

future cash flows, discounted at the original effective interest rate.


2022

$000

2021

$000

Trade receivables56,82947,290

Trade receivables related parties 2128

Less expected credit loss (refer note 3.1(a))(1,402)(1,152)

Net trade receivables55,42946,266

Accrued revenue3,5301,476

Sundry receivables317497

Financial assets at amortised cost59,27648,239

Prepayments1,0181,515

Total trade and other receivables60,29449,754

Trade receivables are generally due for settlement within 30 to 90 days.

12.3. ADVANCES TO ASSOCIATES

2022

$000

2021

$000

UNITE Logistics Limited

1

-218

Total-218

1

During the year the group sold its investment in UNITE Logistics refer note 16.2.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 22
12.4. TRADE AND OTHER PAYABLES

Trade payables are recognised initially at fair value and subsequently measured at amortised cost using the effective

interest method.


2022

$000

2021

$000

Trade payables17,58319,945

Trade payables related parties74164

GST payable1,5001,415

Lease incentive12461

Accrued expenses18,9239,855

Total38,09231,840


Trade payables are unsecured and are usually paid within 30 to 60 days of recognition.

12.5 EMPLOYEE ENTITLEMENTS

2022

$000

2021

$000

Leave provision7,7318,587

Salary and wage accruals2,7453,937

Total10,47612,524

12.6. BORROWINGS

Borrowings are recognised initially at fair value, net of transaction costs incurred. Borrowings are subsequently stated at

amortised cost using the effective interest method. Any borrowings are classified as current liabilities unless the Group

has an unconditional right to defer settlement of the liability for at least 12 months after the reporting date.


Borrowing costs are expensed as incurred, unless they relate to the acquisition, construction or production of a

qualifying asset in which case the borrowing costs are capitalised.


The ANZ Bank Limited (ANZ) facilities include a $15m flexible credit facility (undrawn at 30 June 2022), an overdraft facility

of $5m, a term loan of $28.1m and bank guarantee’s totalling $9.7m (refer note 17).

2022

$000

2021

$000

Non-Current

Secured loan ANZ 24,324-

Secured loan Mainland Capital / De Lage Landen-5

Secured loan Toyota Finance-2,806

24,3242,811

Current

Secured loan ASB -66,488

Secured loan ANZ3,708-

Secured loan Mainland Capital / De Lage Landen559

Secured loan Toyota Finance-805

3,71367,352

Total secured borrowings28,03770,163

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 23
12.6. BORROWINGS (CONTINUED)

On 26 July 2021, as a result of the 30 June 2021 expiry of its current facility with the ASB the Group renegotiated new

facilities with ANZ Bank Limited (ANZ) and UDC Finance Limited (UDC). These facilities included:

• ANZ - $27.5m 3 year term loan facility

• ANZ - $5m overdraft facility

• ANZ - $10.8m bank guarantees

• UDC - $37.5m 5 year asset based loan

On 26 September 2021 the Group agreed an amendment with ANZ and UDC to reset its financial covenants due to the

impact of the August 2021 COVID-19 lockdown. This amendment showed the continued support of the Group’s banking

partners, ANZ and UDC.

In November 2021 following the capital raise (refer note 14) the Group reduced its debt facilities by $20m, comprising full

repayment of the Toyota Finance loan totaling $3.4m and repayment of $16.6m against the UDC Loan. In December 2021

the Group voluntarily repaid an additional $10m of debt against its UDC facility.

The covenants for these arrangements including those reset are as follows:

• Leverage Ratio of <3.00x

• Interest Cover Ratio of >1.00x for periods to 31 March 2022; increasing to >1.50x for 30 June 2022 and >2.50x thereafter

• Net capital expenditure not exceeding 110% of budgeted capital expenditure

• Operating lease commitments in relation to fleet and equipment are capped at $50m

• Guarantor coverage Assets / EBITDA of >85%

The Group fully complied with the above reset facility covenants.

On 8 March 2022 the Group renegotiated and consolidated its funding facilities to one funder, ANZ, repaying the UDC Loan

in full. This amendment indicates the continued support of the Group’s banking partner ANZ.

The ANZ covenants post debt reorganisation in March 2022 are as follows:

• Leverage Ratio of <2.5x

• Fixed Charge Cover Ratio of >1.25x

• Net capital expenditure not exceeding 110% of budgeted capital expenditure

• Guarantor coverage Assets of >85%

• Guarantor coverage EBITDA of >85% from Sept 2022 onwards

The Group has fully complied with the ANZ facility covenants to 30 June 2022.

Based on forward looking forecasts and the financial covenants agreed with the ANZ the Group is expected to comply

with the financial covenants for at least 12 months from the date of signing the financial statements. Accordingly, the

consolidated financial statements are prepared on a going concern basis.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 24
12.7 CONVERTIBLE NOTE

Convertible notes are comprised of two elements: a debt note liability component and an embedded derivative

component. At the inception, the fair value of the host liability portion of the convertible notes is determined as being the

difference between the proceeds and the fair value of any identifiable derivative contained within the note. This amount

is recorded as a liability on an amortised cost basis until extinguished on conversion or maturity of the notes.

The fair value of the embedded derivative component is calculated through a valuation model using a variety

of assumptions, with the residual value assigned to the debt host components. The estimates and associated

assumptions are based on various factors that are believed to be reasonable under the circumstances, the results for

which form the basis of making the judgements. Actual results may differ from these estimates. The estimates and

underlying assumptions are reviewed on an ongoing basis. No gain or loss on fair value changes is recognised on

inception. Valuation of the embedded derivative is calculated at each year end, with any gain or loss recognised in the

consolidated Statement of Profit or Loss and Other Comprehensive income.

The debt liability component is subsequently carried at amortised cost.

Embedded derivatives

Derivatives are initially recognised at fair value and are subsequently remeasured to their fair value at each reporting

date.

An embedded derivative is a component of a hybrid contract that also includes a non-derivative host (e.g. convertible

notes). Derivatives embedded in hybrid contracts that are financial liabilities are treated as separate derivatives when

they meet the definition of a derivative, their risks and characteristics are not closely related to the host contract and the

host contract is not measured at fair value through profit or loss.

As at 30 June 2022 the group has $8.2m (2021: $8.2m) of mandatory convertible notes. Each note has a principal amount

of $50k with a maturity date of 30 April 2026. Note holders may elect to convert their notes prior to maturity however this

cannot occur before 1 May 2023. Upon maturity all outstanding notes will be converted to shares at a variable rate based

on a 10% discount to the market price.

Interest of 5% per annum is paid quarterly on the convertible notes.

The conversion option of the convertible note represents an embedded derivative which is separated from the debt host

contract on initial recognition and measured through the profit and loss. The debt component is held at amortised cost

and on initial recognition is offset by the fair value of the conversion element, this is incorporated in the effective interest

which is recognised over the term to optimal conversion date.

The movement in the carrying value of the convertible notes liability is as follows:

2022

$000

2021

$000

As at 1 July7,395-

Proceeds of issue of convertible note-8,200

Capitalised interest costs using the effective interest method-(832)

Amortisation of embedded derivative liability at date of issue39727

As at 30 June7,7927,395

The movement in the carrying value of the convertible note derivative liability is as follows:

2022

$000

2021

$000

As at 1 July834-

Fair value of embedded derivative liability at date of issue-832

Fair value movement152

As at 30 June849834

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 25
12.8 RECOGNISED FAIR VALUE MEASUREMENTS

Fair value reflects the amount for which an asset could be exchanged, or a liability settled, between knowledgeable,

willing parties in an arm’s length transaction.

Financial instruments are classified at either amortised cost or fair value through profit or loss.

Financial instruments which are measured subsequent to initial recognition at fair value are classified under the three-

level hierarchy based on the level that the fair value is observable:

• Level 1: based on quoted prices in an active market for identical assets and liabilities

• Level 2: based on inputs other than quoted prices included with level 1 that are observable for the asset or liability,

either directly or indirectly

• Level 3: based on valuation techniques that include inputs which are not observable

The following tables provide the fair value measurement hierarch of the Group’s liabilities:

Level 1Level 2Level 3Total

$000$000$000$000

At 30 June 2021

Convertible notes - derivative--834834

At 30 June 2022

Convertible notes - derivative--849849



For financial assets and liabilities measured at fair value at the end of the reporting period, limited to the derivative

components of the convertible notes, the following table gives information about how the fair value was determined:

Financial asset

and liability

Valuation

technique and

key inputs

Significant unobservable

inputs

Relationship and

sensitivity of

unobservable inputs to

fair value

Convertible notes -

derivative

Valuation model

based on market

price, optimal

conversion date

and discount

rate

The significant

unobservable inputs are

the current share price,

expected conversion

date and discount rate

applied.

The volume weighted

average market price was

valued at $1.11 as at 30

June 2021.

The optimal conversion

date used was 30 June

2023. (2021: 30 June

2023)

This discount rate applied

at 30 June 2022 was 7.35%.

(2021:4.5%)

The higher the volume

weighted average

market price the more

valuable the options

become. The convertible

notes convert based

on a fixed discount

on the share price at

conversion. An increase

in the market share

price of plus or minus

10% would not have a

notable impact on the

contract due to the

options converting at a

fixed discount on market

price.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 26
13. NON-FINANCIAL ASSETS AND LIABILITIES


This note provides information about the Group’s non-financial assets and liabilities, including specific information about

each type of non-financial asset and non-financial liability:

• Property, plant and equipment (note 13.1)

• ROU assets and lease liabilities (note 13.2)

• Intangible assets (note 13.3)

• Deferred tax balances (note 13.4)

• Provisions for other liabilities and charges (note 13.5)

Impairment of non-financial assets

Goodwill, indefinite-life intangible assets and intangible assets that are not yet ready for use are tested annually for

impairment. Assets that are subject to depreciation and amortisation are reviewed for impairment whenever events or

changes in circumstances indicate that the carrying amount exceeds its recoverable amount. The recoverable amount is

the higher of an asset’s fair value less costs to dispose and value in use. For the purposes of assessing impairment, assets

are grouped at the lowest levels for which there are separately identifiable cash flows (cash-generating units). Non-

financial assets, other than goodwill, that suffered an impairment are reviewed for possible reversal of the impairment at

each reporting date.

13.1. PROPERTY, PLANT AND EQUIPMENT

All property, plant and equipment is stated at historical cost less depreciation. Historical cost includes expenditure that is

directly attributable to the acquisition of the items.

Subsequent costs are included in the asset’s carrying amount or recognised as a separate asset, as appropriate, only

when it is probable that future economic benefits associated with the item will flow to the Group and the cost of the item

can be measured reliably. The carrying amount of the replaced part is derecognised. All other repairs and maintenance

are charged to profit or loss during the financial period in which they are incurred.

Depreciation on assets is calculated using the diminishing value (DV) or straight-line (SL) method.


Years

Depreciation

rate

Method

Plant and equipment - leasehold improvements1 - 162.5% - 50%SL/DV

Motor vehicles - trucks 0.5 - 14-SL

Motor vehicles - trailers0.5 - 18 -SL

Plant and equipment 1 - 307.5% - 67%SL/DV

Motor vehicles - other1 - 2513% - 30%SL/DV

Office equipment 1.5 - 148% - 67%SL/DV

Furniture and fittings0.5 - 144% - 67%SL/DV

Leased assets1 - 14 -SL

Land and buildings0% - 30%DV

The assets’ useful lives are reviewed, and adjusted if appropriate, at each reporting date.

An asset’s carrying amount is written down immediately to its recoverable amount if the asset’s carrying amount is

greater than its estimated recoverable amount.

Gains and losses on disposals are determined by comparing the proceeds with the carrying amount and are recognised

within ‘Gains on disposal of assets’ in the Statement of Profit or Loss & Other Comprehensive Income.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 27
13.1. PROPERTY, PLANT AND EQUIPMENT (CONTINUED)

Land and

buildings

Motor

vehicles

Office

equipment

and F&F

Plant and

equipment

Work in

progress

Total

$000$000$000$000$000$000

At 1 July 2020

Cost 580163,3834,91822,8792,373194,133

Accumulated depreciation(269)(84,690)(3,393)(11,552)-(99,904)

Net book amount31178,6931,52511,3272,37394,229

Year ended 30 June 2021

Additions-2,8225091,5461,9076,784

Acquisition of subsidiaries-203---203

Disposals-(781)-(24)(45)(850)

Transfers-2,218631,634(3,915)-

Depreciation charge(8)(9,830)(564)(2,179)-(12,581)

Closing net book amount30373,3251,53312,30432087,785

At 1 July 2021

Cost580155,9445,49125,788320188,123

Accumulated depreciation(277)(82,619)(3,958)(13,484)-(100,338)

Net book amount30373,3251,53312,30432087,785

Year ended 30 June 2022

Additions-1,2152421,5882,4745,519

Disposals(18)(4,034)(40)(223)-(4,315)

Transfers-303(24)213(492)-

Depreciation charge(6)(8,377)(488)(2,177)-(11,048)

Impairment----(932)(932)

Transfers to assets classified as

held for sale

-(16,308)(13)(2,868)(59)(19,248)

Closing net book amount27946,1241,2108,8371,31157,761

At 30 June 2022

Cost556134,6795,56126,9771,370169,143

Accumulated depreciation(277)(72,247)(4,338)(15,272)-(92,134)

Transfers to assets classified as

held for sale

-(16,308)(13)(2,868)(59)(19,248)

Closing net book amount27946,1241,2108,8371,31157,761

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 28
13.2. ROU ASSETS AND LEASE LIABILITIES

Assets and liabilities arising from a lease are initially measured on a present value basis. Lease liabilities include the net

present value of the following lease payments:

• fixed payments, less any lease incentives receivable and

• variable lease payments that are based on an index or a rate.

The lease payments are discounted using the interest rate implicit in the lease. If that rate cannot be determined,

the lessee’s incremental borrowing rate is used, being the rate that the lessee would have to pay to borrow the funds

necessary to obtain an asset of similar value in a similar economic environment with similar terms and conditions.

Payments associated with short-term leases and leases of low-value assets are recognised on a straight-line basis as an

expense in profit or loss. Short-term leases are leases with a lease term of 12 months or less. Low-value assets comprise IT

equipment and small items of office furniture.

Right of use assets are measured at the amount equal to the lease liability, adjusted by the amount of any lease

incentives received or restoration costs estimated. There were no onerous lease contracts that would have required an

adjustment to the right of use assets at the date of initial application. These assets are subsequently depreciated using

the straight-line method.

Lease liabilities are measured at the present value of the remaining lease payments, discounted using the lessee’s

incremental borrowing rate. The weighted average lessee’s incremental borrowing rate applied to the lease liabilities is

4.63% (2021: 4.49%).

The Group uses a build up approach that starts with a risk free interest rate adjusted to reflect changes in credit risk for

leases held by the Group and then makes specific adjustments for lease terms.

During the year, the Group applied the following practical expedients:

• the accounting for operating leases with a remaining lease term of less than 12 months as short-term leases

• the use of historical experience in determining the lease term where the contract contains options to extend or

terminate the lease

• recognising rental concessions obtained as a direct result of the COVID-19 pandemic as a reduction to rental

expenses in the Statement of Profit or Loss and Other Comprehensive Income


The recognised right of use assets relate to the following types of assets:

20222021

Right of use assets$000$000

Opening net book value 1 July164,826170,029

Recognised on transition--

Additions6,46825,723

Disposals(4,523)(2,015)

Modifications to leases17,4572,560

Transfers to assets classified as held for sale(2,733)-

Depreciation for the period

- Property(20,842)(20,510)

- Motor vehicles(9,643)(10,239)

- Other(629)(722)

Closing net book value 30 June150,381164,826

Cost238,007222,665

Accumulated depreciation(84,893)(57,839)

Transfers to assets classified as held for sale(2,733)-

Net book value 30 June150,381164,826

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 29
13.2. ROU ASSETS AND LEASE LIABILITIES (CONTINUED)


20222021

Right of use assets$000$000

At 30 June

Property121,820129,641

Motor vehicles26,46032,899

Other2,1012,286

Total right of use assets150,381164,826


Lease liabilities$000

Opening lease liabilities at 1 July 21171,528

Additions6,834

Interest for the period8,081

Lease payments made(36,311)

Disposals(4,412)

Modifications16,772

Transfers to liabilities classified as held for sale(2,761)

Lease liabilities at 30 June 2022159,731


Lease liabilities maturity analysisMinimum lease

payment

InterestPresent value

$000$000$000

Within one year32,685(6,927)25,758

One to five years85,229(19,150)66,079

Beyond five years80,058(12,164)67,894

Total197,972(38,241)159,731

Current lease liabilities

32,685(6,927)

25,758

Non-current lease liabilities165,287(31,314)133,973

Total197,972(38,241)159,731


20222021

Lease liabilities$000$000

At 30 June

Current lease liabilities26,39327,310

Non-current lease liabilities133,338144,218

Total159,731171,528

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 30
13.2. ROU ASSETS AND LEASE LIABILITIES (CONTINUED)

Lease related expenses included in the Consolidated Statement of Profit & Loss & Other Comprehensive Income:

20222021

$000$000

For the year ended 30 June

Depreciation30,30330,500

Short term lease4,2663,397

Interest on leases7,9487,921

Total42,51741,818



13.3. INTANGIBLE ASSETS

a. Goodwill

Goodwill represents the excess of the consideration transferred, the amount of any non-controlling interest in the acquiree,

and the acquisition-date fair value of any previous equity interest in the acquiree over the fair value of the Group’s share

of the identifiable net assets acquired. Goodwill on acquisitions of subsidiaries is included in ‘Intangible assets’ in the

Balance Sheet. Goodwill on acquisitions of associates is included in ‘Investments in associates’ in the balance sheet and is

tested for impairment as part of the overall balance. Separately recognised goodwill is tested annually for impairment and

carried at cost less accumulated impairment losses. Impairment losses on goodwill are not reversed. Gains and losses on

the disposal of an entity include the carrying amount of goodwill relating to the entity sold.

Goodwill is allocated to cash-generating units for the purpose of impairment testing. The allocation is made to those

cash-generating units or groups of cash-generating units that are expected to benefit from the business combination on

which the goodwill arose.

b. Computer software and Software-as-a-service (SaaS) arrangements

Acquired computer software is capitalised on the basis of the costs incurred to acquire and bring to use the specific

software. These costs are amortised, using the diminishing value method at a rate of 48% and recognised in the profit or

loss. Costs associated with maintaining computer software programmes are recognised as an expense when incurred.

SaaS arrangements are service contracts providing the Company with the right to access the cloud provider’s application

software over the contract period. Costs incurred to configure or customise, and the ongoing fees to obtain access to the

cloud provider’s application software, are recognised as operating expenses when the services are received.

Some of these costs incurred are for the development of software code that enhances or modifies, or creates additional

capability to, existing on-premise systems and meets the definition of and recognition criteria for an intangible asset.

These costs are recognised as intangible software assets and amortised over the useful life of the software on a straight-

line basis. The useful lives of these assets are reviewed at least at the end of each financial year, and any change

accounted for prospectively as a change in accounting estimate.

c. Customer contracts and lists

Acquired customer contracts and lists are recognised at their fair value at the date of acquisition and are subsequently

amortised on a straight-line basis over the appropriate contract term. Amortisation expense is recognised in the profit or

loss.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 31
13.3. INTANGIBLE ASSETS (CONTINUED)

Goodwill

Computer

software

Work in

progress

Customer

lists

Total

$000$000$000$000$000

At 1 July 2020

Cost15,0203,7772,17010,13231,099

Accum. amortisation and impairment-(2,183)-(5,095)(7,278)

Net book amount15,0201,5942,1705,03723,821

Year ended 30 June 2021

Additions-62314-376

Acquisition of subsidiaries197--372569

Transfers-1,063(1,063)--

Amortisation charge-(665)-(1,645)(2,310)

Impairment--(1,283)-(1,283)

Closing net book amount15,2172,0541383,76421,173

At 1 July 2021

Cost15,2174,90213810,50530,762

Accum. amortisation and impairment-(2,848)-(6,741)(9,589)

Net book amount15,2172,0541383,76421,173

Year ended 30 June 2022

Additions-18034-214

Disposals-(13)--(13)

Transfer to held for sale---(255)(255)

Transfers-138(138)--

Amortisation charge-(854)-(1,652)(2,506)

Impairment (555)---(555)

Closing net book amount14,6621,505341,85718,058

At 30 June 2022

Cost15,2175,1983410,50530,954

Transfer to held for sale

---(255)(255)

Accum. amortisation and impairment

(555)(3,693)-(8,393)(12,641)

Closing net book amount14,6621,505341,85718,058

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 32
13.3. INTANGIBLE ASSETS (CONTINUED)

The Group has classified its goodwill into the following cash-generating units (CGUs):

2022

$000

2021

$000

MOVe Freight Limited

1,0271,027

Alpha Customs Limited776776

MOVe Logistics & Warehousing Limited

12,49212,492

TNL International Limited170170

MOVe (McAuleys) Limited

-555

TNL International Australia Pty Limited197197

Total14,66215,217

The Group tests goodwill for impairment using the higher of value in use calculations with cash flow projections based

on a five-year period and the fair value less costs to sell. Management has prepared an upside, downside and base

scenario for each CGU. Each of these include the Board approved cash flow projections with cashflows beyond this

extrapolated using the assumptions as noted below. The final value in use calculations for each CGU apply an assessed

probability weighting to the three scenarios.

As part of the impairment assessment , MOVE (McAuley’s) Limited goodwill of $555,000 has been fully impaired as a result

of a decrease in sales. The impairment charge is recognised in the non operating expenses in the statement if Profit or

Loss and Other Comprehensive Income. No other class of assets have been impaired. Management has concluded that

there are no other impairments for any other of the CGUs at 30 June 2022. The MOVe Logistics & Warehousing Limited

and MOVe Freight Limited CGU’s have significant goodwill balances at 30 June 2022.

The key assumptions for the value in use calculations of MOVe Logistics & Warehousing Limited and MOVe Freight Limited

CGU’s are summarised below:


Discount

rate post-

tax

Discount

rate pre-tax

Terminal

growth rate

Revenue

growth rate

year 1*

Revenue

growth rate

year 2*

Revenue

growth rate

year 3 - 5*

30 June 2021

MOVe Logistics &

Warehousing Limited

9.5%11.6%2.0%5.3%2.8%0.0% - 2.0%

MOVe Freight Limited

9.5%12.0%2.0%2.7%5.6%0.0% - 5.6%

30 June 2022

MOVe Logistics &

Warehousing Limited

10.3%13.8%1.2%2.9%1.9%0.0% - 1.0%

MOVe Freight Limited

10.3%13.1%1.2%4.6%3.0%0.0% - 1.0%

*Probability weighted


The discount rate represents the current market assessment of the risks specific to the CGU considering the time value of

money and individual risk of the underlying assets. The discount rate is calculated based on the specific circumstances

of the CGU and its operations and is derived from its weighted average cost of capital (WACC). The Group engaged an

independent third party to assess the post-tax weighted average cost of capital for each of the CGUs. These post-tax

discount rates were applied to post-tax cash flows.

The long-term growth rate is based on growth projections, market conditions and opportunities for growth within the

industry.

The net right of use assets and lease liabilities have been included in the carrying amount of net operating assets that

have been tested for impairment for each of the CGUs.

Future revenue projections are based on assumed growth in sales revenue for both new and existing customers in both

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 33
warehousing and freight divisons. Management have confidence in the strategy to achieve this given the opportunities

both internally and the demand within the market.

Based on the probability weighted value in use calculations, the recoverable amounts of the CGUs exceed their carrying

value at 30 June 2022 by the following amounts:

• MOVe Logistics & Warehousing Limited CGU: $30.2m

• MOVe Freight Limited CGU: $21.5m


In respect of the MOVe Logistics & Warehousing Limited and MOVe Freight Limited CGU’s any reasonable possible

change in the key assumptions used in the calculations would not cause the carrying values to exceed their recoverable

amounts. Management has concluded that the goodwill balances at 30 June 2022 are not impaired (either using the

probability weighted case or any of the individual scenarios), although they will continue to monitor the position closely

for any evidence that the goodwill has become impaired.


13.4. DEFERRED INCOME TAX

Deferred income tax is provided in full, using the liability method, on temporary differences arising between the tax bases

of assets and liabilities and their carrying amounts in the consolidated financial statements. However, deferred income

tax is not accounted for if it arises from initial recognition of an asset or liability in a transaction other than a business

combination that at the time of the transaction affects neither accounting nor taxable profit or loss. Deferred income tax

is determined using tax rates (and laws) that have been enacted or substantially enacted by the balance sheet date and

are expected to apply when the related deferred income tax asset is realised or the deferred income tax liability is settled.

Deferred income tax assets are recognised to the extent that it is probable that future taxable profit will be available

against which the temporary differences can be utilised.

Deferred income tax assets and liabilities are offset when there is a legally enforceable right to offset current tax assets

against current tax liabilities and when the deferred income tax assets and liabilities relate to income taxes levied by the

same taxation authority on either the same taxable entity or different taxable entities where there is an intention to settle

the balances on a net basis.

Temporary differences arise from the following:


Deferred tax asset/(liabilities)

Opening

balance

Recognised

in profit or

loss

Acquisition of

subsidiaries

Transfer of

liabilities to

held for sale

Deferred tax

on disposal

group

Closing

balance

$000$000$000$000$000$000

2021

Property, plant and equipment(7,661)(347)(104)--(8,112)

Right of use assets / lease

liability

967909---1,876

Provisions and accruals3,098200---3,298

Carry forward losses256----256

Total deferred income tax(3,340)762(104)--(2,682)

2022

Property, plant and equipment(8,112)904-1,686134(5,388)

Right of use assets / lease

liability

1,876733 -(8)172,618

Provisions and accruals3,298(320)-(92)332,919

Carry forward losses256(256)----

Total deferred income tax(2,682)1,061-1,586184149

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 34
13.5. PROVISIONS FOR OTHER LIABILITIES AND CHARGES


Provisions for make good obligations are recognised when the Group has a present legal or constructive obligation as a

result of past events, it is probable that an outflow of resources will be required to settle the obligation and the amount

can be reliably estimated.

Provisions are measured at the present value of Management’s best estimate of the expenditure required to settle the

present obligations at the end of the reporting period.


Make good

lease provision

$000

At 1 July 20202,313

Additional provisions298

Utilised / released to profit or loss(156)

At 30 June 20212,455

At 1 July 20212,455

Additional provisions61

Utilised / released to profit or loss(230)

Transfers to liabilities classified as held for sale(20)

At 30 June 20222,266


a. Information about individual provisions estimates

Make good lease provision

The Group is required to restore the leased premises of its depot and warehouses to their original condition at the end of

the respective lease terms. A provision has been recognised for the estimated expenditure required.

14. SHARE CAPITAL


Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares are shown in

equity as a deduction, net of tax from the proceeds.


30 June 202230 June 2021

Shares$000Shares$000

Issued & paid-up capital - ordinary shares

Balance at the beginning of the period87,684,88237,05487,684,88237,054

Shares issued - LTI (refer note 20)45,87734--

Shares issued - AREO 128,654,37038,100--

Balance at the end of the period116,385,12975,18887,684,88237,054

1 On 26 October 2021 the Board approved a capital raise of approximately $40m via a fully underwritten 1 for 3.06

Accelerated Renounceable Entitlement Offer (AREO). The issue was fully subscribed and shares totalling 28,654,370

were issued on 5 November 2022 and 18 November 2022. Funds raised from the shares issued were used to repay debt,

improve balance sheet flexibility and fund its capital growth. The balance of share capital is net of directly attritbutable

costs of $2 million.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 35
15. CASH FLOW INFORMATION

15.1 CASH GENERATED FROM OPERATIONS

2022

$000

2021*

$000

Reported loss after tax(2,539)(1,296)

Non-cash items

Gain on lease modification(190)(121)

Depreciation expense39,64941,010

Amortisation expense2,5062,255

Bad debts203159

Amortisation of bank fees101168

Non cash movements on convertible note410-

Impairment of investment in associates6195

Foreign exchange losses on operating activities(231)24

Non trading expenses1,6201,283

Share based payments657

Cumulative translation adjustment67(9)

41,66343,625

Impact of changes in working capital

Tax receivable / deferred tax(388)(2,787)

Trade and other receivables(12,546)(4,837)

Creditors and accruals/employee entitlements6,1511,272

Creditors relating to purchase of PPE(403)(547)

Inventories(220)(6)

34,25736,720

Items classified as investing or financing activities

Profit on disposal of property, plant and equipment(423)(633)

Loss for associates103149

Net cash flow from operating activities33,93736,236

*Certain amounts have been restated to reflect adjustments relating to discontinued operations note 21.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 36
15.2 NET DEBT RECONCILIATION

This section sets out an analysis of net debt and the movements in net debt for each of the periods presented.

2022

$000

2021

$000

Cash and cash equivalents14,94013,214

Lease liability - repayable within one year(26,393)(27,310)

Borrowings - repayable within one year (including overdraft)(3,713)(67,352)

Lease liability - repayable after one year(133,338)(144,218)

Borrowings - repayable after one year(24,324)(2,811)

Convertible note - repayable after one year(7,792)(7,395)

Net debt(180,620)(235,872)

Cash and liquid investments14,94013,214

Liability - incremental borrowing rate(159,731)(171,528)

Borrowings - fixed interest rates(27,797)(31,071)

Borrowings - variable interest rates(8,032)(46,487)

Net debt(180,620)(235,872)

Liabilities from financing activities

Convertible

note

BorrowingsLeasesSubtotalCash/bank

overdraft

Total


$000$000$000$000$000$000

Net debt as at 1 July

2020

-(86,263)(173,482)(259,745)11,882(247,863)

Cash flows(8,200)16,24236,14544,1871,33245,519

Lease additions--(27,158)(27,158)-(27,158)

Other non-cash

movements

805(142)(7,033)(6,370)-(6,370)

Net debt as at 30

June 2021

(7,395)(70,163)(171,528)(249,086)13,214(235,872)

Cash flows-42,22635,34277,5681,72679,294

Lease additions--(6,834)(6,834)-(6,834)

Other non-cash

movement

(397)(100)(16,711)(17,208)-(17,208)

Net debt as at 30

June 2022

(7,792)(28,037)(159,731)(195,560)14,940(180,620)

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 37
16. INTEREST IN OTHER ENTITIES


16.1 SUBSIDIARIES

The consolidated financial statements incorporate the assets, liabilities and results of the following subsidiaries in

accordance with the accounting policy described in note 2.1.

All subsidiaries results up to 30 June 2022 have been incorporated in the consolidated financial statements.

SubsidiaryShareholding

30 June 2022

Shareholding

30 June 2021

Balance

date

Country of

Incoporation

Principal activity

MOVe Freight Limited

100%100%30 JuneNew ZealandTransport operator

MOVe Fuel Limited

100%100%30 JuneNew ZealandTransport operator

Alpha Custom Services

Limited

60%60%30 JuneNew ZealandInternational freight

forwarder

Pacific Asset Leasing

Limited

100%100%30 JuneNew ZealandAsset leasing

MOVe International

Limited

100%100%30 JuneNew ZealandShipping agent and

logistics

MOVe (McAuleys)

Limited

100%100%30 JuneNew ZealandTransport operator

MOVe Logistics &

Warehousing Limited

100%100%30 JuneNew ZealandWarehousing and

distribution

Southern Fleet Leasing

Limited

100%100%30 JuneNew ZealandAsset leasing

MOVe (NZL) Limited

100%100%30 JuneNew ZealandWarehousing and

distribution

TNL International Limited50%50%30 JuneNew ZealandInternational freight

forwarder

Appian Transport Limited100%100%30 JuneNew ZealandNon trading

Global Logistics Group

Limited

100%100%30 JuneNew ZealandNon trading

MOVe Specialist Lifting

and Transport Limited

100%100%30 June

New Zealand

Heavy Haulage

MOVe Investments

Limited

100%100%30 JuneNew ZealandCorporate services

Pacific Liquid Logistics

Limited

100%100%30 JuneNew ZealandNon trading

TNL International

(Australia) Pty Limited

40%40%30 JuneAustraliaInternational freight

forwarder


MOVE (ATL) Limited was amalgamated into MOVE Frieght Limited from 1 April 2022.

MOVE Specialist Lifting and Transport Limited is held for sale (refer note 21).

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 38
16.2 INTERESTS IN ASSOCIATES

Set out below are the associates of the Group as at 30 June 2022 which, in the opinion of the Directors, are material to

the Group. The entities listed below have share capital consisting solely of ordinary shares, which are held directly by

the Group. The country of incorporation or registration is also their principal place of business, and the proportion of

ownership interest is the same as the proportion of voting rights held.


Place of

business/

country of

incorporation

% of ownership

interest

Nature of

relationship

Measurement

method

Investment in

associates

20222021

2022

$000

2021

$000

UNITE Logistics Limited

1

New Zealand-50%Associate

Equity method

-88

Emerald Truck Services Limited

2

New Zealand50%50%AssociateEquity method271329

Total271417


1

UNITE Logistics Limited is a transport services provider for the Auckland and surrounding area’s construction industry, specialising in crane transport. The balance

date for this entity is March.

2

Emerald Truck Services Limited is an automotive repair workshop based in Masterton specialising in trucks and trailers. This service is strategic to the Group given

the material amount spent on repairs and maintenance. The balance date for this entity is June.

The Group’s results of its principal associates, all of which are unlisted, and total assets (including goodwill) and liabilities,

are as follows. The Group equity accounts for these associates based on management reporting for the year end to 30

June (the Group’s balance date).


UNITE Logistics

Limited

Emerald Truck

Services Limited

2022202120222021

$000$000$000$000

Summarised balance sheet

Current assets

-946802900

Non-current assets

-1,643520441

Current liabilities

-955374380

Non-current liabilities

-1,694219143

Net assets

-(60)729818

Summarised statement of comprehensive income

Revenue

3,0427,0763,5802,895

Profit after tax from continuing operations

(90)(340)(115)31

Investment carrying amount reconciliation

Opening balance

88353329225

Consolidation of advance to associate

218---

Disposal/Acquisition

1

(200)-

-

88

Impairment of investment

(61)(95)--

Earnings from associates

(45)(170)(58)16

Closing balance

-88271329

1

On 30 November 2021 the group disposed on its investment in Unite Logistics Ltd for $200,000. Net of its advance to the associate the group recorded a loss on

disposal of $61,000.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 39
17. CONTINGENCIES

Bank Guarantee

The Group provides (via ANZ Bank) the below guarantees.

2022

$000

2021

$000

Bank guarantees - property5,1406,187

Bank guarantees - fuel purchases4,5004,500

Bank guarantees - other7575

Total9,71510,762

18. CAPITAL COMMITMENTS


Capital expenditure contracted for at the reporting date but not yet incurred is as follows:

2022

$000

2021

$000

Trucks and trailers1,841359

Other assets18122

Total1,859481


19. RELATED-PARTY TRANSACTIONS


19.1 TRANSACTIONS WITH KEY MANAGEMENT

a. Key management compensation

Key management includes Directors, the CEO and his direct reports:

2022

$000

2021

$000

Salaries, short term and post employee benefits4,3923,474

Directors fees471430


19.2 TRANSACTIONS WITH OTHER RELATED PARTIES

The following transactions occurred with related parties:

2022

$000

2021

$000

Sales and purchases of goods and services

Sales of services to associates296814

Purchases of services from associates9421,986

Purchases from entities controlled by key management employees165140

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 40
2022

$000

2021

$000

Outstanding balances arising from sales and purchases of

services

Trade receivables from associates2128

Trade payables to associates22164

Trade payables to entities controlled by key management

employees

52-


The Group determines the above balances are fully collectible.

2022

$000

2021

$000

Advances to related parties

UNITE Logistics Limited-217

20. SHARE BASED PAYMENTS

The group had a long term incentive plan for selected employees which has since been withdrawn by the Diretcors

as per the discretion allowed for under the plan rules. No options were granted during the year ended 30 June 2022.

There are some existing share options under the plan where the vesting of these is dependant on certain performance

standards being met which expire 30 June 2023.

Share-based payment reserve

The reserve is used to record the accumulated value of the plan which has been recognised in the Statement of Profit

or Loss & Other Comprehensive Income. The long-term incentive plan was an equity settled-share-based payment

which provided eligible employees with the opportunity to acquire shares in the Group. The fair value of shares granted is

recognised as an employee benefit expense with a corresponding increase in equity. The fair value is measured at grant

date and recognised over the vesting period. The fair value of the plan has been assessed by an independent valuer.

Amounts accumulated in the employee share scheme reserve are transferred to share capital on redemption of the

redeemable shares or to retained earnings where they are forfeited. At the end of each reporting period the Group revises

its estimate of the number of redeemable shares that are expected to vest based on the non-market vesting conditions.

It recognises the impact of the revision to original estimates, if any, in the income statement, with a corresponding

adjustment to the employee share scheme reserve.

Existing options

The amount of options that will vest depends on MOVe Logistics Group total shareholder returns (TSR) during a three year

vesting period greater than the 50th percentile of the NZX50 Group. The NZX50 Group compromises those companies

on commencement date. Once the hurdle is exceeded, the Share Rights that become Eligible Share Rights increase on

a straight-line basis from 50% being payable where the TSR is greater than the 50th percentile TSR of the NZX50 Group

to 100% where the TSR is equal to or greater than the 75th percentile TSR of the NZX50 Group. Once vested, the options

remain exercisable during the exercise period which will be advised on an eligibility notice.

Options have been granted under the plan for no consideration and carry no dividends or voting rights.

The exercise price of options is based on the weighted average price at which the company’s shares are traded on the

New Zealand Stock Exchange for the prior 10 days up to and including the commencement date.

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 41
20. SHARE BASED PAYMENTS (CONTINUED)

Set out below are summaries of options granted under the plan:

Average exercise

price per share

option

Number of

options

As at 30 June 2020

Granted during the year-920,966

Forfeited during the year-(39,180)

As at 30 June 2021$0.90881,786

Vested and exercisable at 30 June 2021-

-

As at June 2021$0.90881,786

Granted during the year-

Exercised during the year(45,877)

Forfeited during the year(661,273)

As at 30 June 2022$0.70174,636

Vested and exercisable at 30 June 2022--

Share options outstanding at 30 June have the following expiry dates and exercise prices:

Grant dateExpiry dateExercise price

Share options

30 June 2022

Share options

30 June 2021

9 October 2020 (2019 LTI)130 June 2022$1.33-284,615

9 October 2020 (2020 LTI)30 June 2023$0.70174,636597,171

Total174,636881,786

Weighted average remaining contractual life of

options outstanding at end of period

1.0 years

1. Performance measure not achieved so options granted were forfeited

Total expenses arising from share-based payment transactions recognised during the period as part of the employee

expenses were as follows:

June

2022

June

2021

$000$000

Share based employee expenses657

657

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 42
21. DISCONTINUED OPERATIONS AND NON-CURRENT ASSETS HELD FOR SALE


In May 2022, the Board approved and announced its intention to undertake a formal sales process to investigate the

market interest in the sale/asset disposal of its subsidiary company MOVE Specialist Lifting & Transport Ltd which operates

in the Specialist segment. The Specialist company has been classified as held for sale and is a discontinued operation

under NZ IFRS 5 - Non-current Assets Held for Sale and Discontinued Operations. Entities are required to measure non-

current assets and liabilities that are held for sale at the lower of their carrying amount and fair value less costs to

sell.

As at year end there has been no offer accepted for the sale of MOVE Specialist Lifting and Transport Ltd. The Group

expects to dispose of this company within the next 12 months.

Results of discontinued operations

June

2022

June

2021

$000$000

Revenue14,33924,301

Operating expenses(12,479)(17,467)

Depreciation & amortisation expenses(2,512)(3,097)

Net finance expense(133)(126)

Net (loss)/profit before tax(785)3,611

Income tax credit/ (expense)220(1,011)

Net (loss)/profit from discontinued operations after tax(565)2,600

Basic and diluted earnings per share (cents per share)(0.53)2.96

Cash flows from/(used in) discontinued operation

Net cash from operating activities6006,982

Net cash from/(used in) investing activities492(925)

Net cash used in financing activities(874)(873)

Net cash flows for the year2185,184

The following assets and liabilities are classified as held for sale:

Property, plant and equipment19,248-

Trade and other receivables2,924-

Right of use assets2,733-

Intangible assets255-

Inventories103-

Assets classified as held for sale25,263-

Lease liability2,761-

Employee entitlements465-

Provision for other liabilities and charges20-

Deferred tax liability1,586-

Trade and other payables1,317-

Liabilities associated with assets classified as held for sale6,149-

NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 43
22. EVENTS AFTER THE REPORTING DATE

On 1 July 2022 the offical quotation of MOVe shares (MOV) commenced enabling shareholders to trade their MOVe shares

on the ASX.

On 9 August 2022 the Group signed a commitment for 4,850,000 Euro’s to purchase the Atlas Wind Vessel in order to

facilitate its multi modal strategy.

On 23 August 2022, MOVE Logistics Group (through its wholly owned subsidiary, Pacific Liquid Logistics Limited) entered into

a conditional sale and purchase agreement to acquire the business and assets of Fluidex Transport, a bulk liquid and bulk

dry powder transport provider operating throughout New Zealand for a purchase consideration totalling approximately

$15.2 million. Completion and settlement are expected to occur on 31 October 2022 subject to appropriate final due

diligence completion and any conditions precedent met.

44
ANNUAL FINANCIAL STATEMENTS





PricewaterhouseCoopers, PwC Centre, 60 Cashel Street, PO Box 13244, Christchurch 8141, New Zealand

T: +64 3 374 3000, pwc.co.nz








Independent auditor’s report

To the shareholders of Move Logistics Group Limited

Our opinion

In our opinion, the accompanying consolidated financial statements of Move Logistics Group Limited

(the Company), including its subsidiaries (the Group), present fairly, in all material respects, the

financial position of the Group as at 30 June 2022, its financial performance and its cash flows for the

year then ended in accordance with New Zealand Equivalents to International Financial Reporting

Standards (NZ IFRS) and International Financial Reporting Standards (IFRS).

What we have audited

The Group's consolidated financial statements comprise:

● the consolidated balance sheet as at 30 June 2022;

● the consolidated statement of profit or loss & other comprehensive income for the year then

ended;

● the consolidated statement of changes in equity for the year then ended;

● the consolidated statement of cash flows for the year then ended; and

● the notes to the consolidated financial statements, which include significant accounting policies

and other explanatory information.


Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs

(NZ)) and International Standards on Auditing (ISAs). Our responsibilities under those standards are

further described in the Auditor’s responsibilities for the audit of the consolidated financial statements

section of our report.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis

for our opinion.

Independence

We are independent of the Group in accordance with Professional and Ethical Standard 1 International

Code of Ethics for Assurance Practitioners (including International Independence Standards)

(New Zealand) (PES 1) issued by the New Zealand Auditing and Assurance Standards Board and the

International Code of Ethics for Professional Accountants (including International Independence

Standards) issued by the International Ethics Standards Board for Accountants (IESBA Code), and we

have fulfilled our other ethical responsibilities in accordance with these requirements.

Our firm carries out other services for the Group in the areas of half year review procedures and with

providing other assurance services. The provision of these other services has not impaired our

independence as auditor of the Group.

Key audit matters

Key audit matters are those matters that, in our professional judgement, were of most significance in

our audit of the consolidated financial statements of the current year. These matters were addressed

in the context of our audit of the consolidated financial statements as a whole, and in forming our

opinion thereon, and we do not provide a separate opinion on these matters.





PwC





Description of the key audit matter How our audit addressed the key audit matter

Carrying value of Goodwill

As at 30 June 2022, the Group had a total

goodwill balance of $14.7m, as disclosed

in note 13.3. This is allocated across five

cash generating units (CGU's).

Management performed value-in-use

(VIU) impairment tests at 30 June 2022

using a discounted cash flow model based

on probability-weighted forecast cash

flows for both these CGU's and

determined that there was no impairment

of goodwill required. Key estimates and

assumptions in the VIU models include

the discount rates and long-term growth

rates used in the impairment model.

The goodwill impairment tests for

the Move Logistics and Warehousing

Limited and Move Freight Limited CGU's

are considered a key audit matter due to

the significant level of management

judgment applied in estimating future cash

flows and other key assumptions in

determining the recoverable amount of

these CGU's.


We obtained the impairment tests prepared by

management for Move Logistics and Warehousing

Limited and Move Freight Limited as these are the two

largest CGU's representing $13.5m of the balance and

understood the process undertaken to prepare the

forecasts and the assumptions used.

We understood the controls that management have in

relation to the impairment assessment of goodwill and

evaluated their design.

We considered management's assessment of the

respective CGUs in the Group and the allocation of

corporate assets in the CGUs.

We gained an understanding of the forecast outlook

for the industry and CGUs, and for the strategic

direction of the business. We compared the forecasts

used within the impairment models against historical

actual trading results, taking into account the impact of

the Covid-19 pandemic to assess that growth rates

used in the model were reasonable.

We assessed the reliability of management's

forecasting process in previous years and considered

the impact on the assessment of forecast earnings.

We tested the mathematical accuracy of the models

used ensuring that they utilised the assumptions

disclosed in note 13.3, and that the recoverable

amount calculated was greater than the carrying

amount of the CGU.

We used our auditor's expert, to assist us in assessing

and challenging whether the assumptions used in the

model were reasonable. The key areas assessed

included:

● the valuation methodology used;

● the reasonableness of the discount rate; and

● comparing inputs to relevant market and industry

information.

We audited the disclosures in note 13.3 of the

consolidated financial statements to ensure that they

are compliant with the requirements of the relevant

accounting standards.

45
ANNUAL FINANCIAL STATEMENTS





PricewaterhouseCoopers, PwC Centre, 60 Cashel Street, PO Box 13244, Christchurch 8141, New Zealand

T: +64 3 374 3000, pwc.co.nz








Independent auditor’s report

To the shareholders of Move Logistics Group Limited

Our opinion

In our opinion, the accompanying consolidated financial statements of Move Logistics Group Limited

(the Company), including its subsidiaries (the Group), present fairly, in all material respects, the

financial position of the Group as at 30 June 2022, its financial performance and its cash flows for the

year then ended in accordance with New Zealand Equivalents to International Financial Reporting

Standards (NZ IFRS) and International Financial Reporting Standards (IFRS).

What we have audited

The Group's consolidated financial statements comprise:

● the consolidated balance sheet as at 30 June 2022;

● the consolidated statement of profit or loss & other comprehensive income for the year then

ended;

● the consolidated statement of changes in equity for the year then ended;

● the consolidated statement of cash flows for the year then ended; and

● the notes to the consolidated financial statements, which include significant accounting policies

and other explanatory information.


Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (New Zealand) (ISAs

(NZ)) and International Standards on Auditing (ISAs). Our responsibilities under those standards are

further described in the Auditor’s responsibilities for the audit of the consolidated financial statements

section of our report.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis

for our opinion.

Independence

We are independent of the Group in accordance with Professional and Ethical Standard 1 International

Code of Ethics for Assurance Practitioners (including International Independence Standards)

(New Zealand) (PES 1) issued by the New Zealand Auditing and Assurance Standards Board and the

International Code of Ethics for Professional Accountants (including International Independence

Standards) issued by the International Ethics Standards Board for Accountants (IESBA Code), and we

have fulfilled our other ethical responsibilities in accordance with these requirements.

Our firm carries out other services for the Group in the areas of half year review procedures and with

providing other assurance services. The provision of these other services has not impaired our

independence as auditor of the Group.

Key audit matters

Key audit matters are those matters that, in our professional judgement, were of most significance in

our audit of the consolidated financial statements of the current year. These matters were addressed

in the context of our audit of the consolidated financial statements as a whole, and in forming our

opinion thereon, and we do not provide a separate opinion on these matters.





PwC





Description of the key audit matter How our audit addressed the key audit matter

Carrying value of Goodwill

As at 30 June 2022, the Group had a total

goodwill balance of $14.7m, as disclosed

in note 13.3. This is allocated across five

cash generating units (CGU's).

Management performed value-in-use

(VIU) impairment tests at 30 June 2022

using a discounted cash flow model based

on probability-weighted forecast cash

flows for both these CGU's and

determined that there was no impairment

of goodwill required. Key estimates and

assumptions in the VIU models include

the discount rates and long-term growth

rates used in the impairment model.

The goodwill impairment tests for

the Move Logistics and Warehousing

Limited and Move Freight Limited CGU's

are considered a key audit matter due to

the significant level of management

judgment applied in estimating future cash

flows and other key assumptions in

determining the recoverable amount of

these CGU's.


We obtained the impairment tests prepared by

management for Move Logistics and Warehousing

Limited and Move Freight Limited as these are the two

largest CGU's representing $13.5m of the balance and

understood the process undertaken to prepare the

forecasts and the assumptions used.

We understood the controls that management have in

relation to the impairment assessment of goodwill and

evaluated their design.

We considered management's assessment of the

respective CGUs in the Group and the allocation of

corporate assets in the CGUs.

We gained an understanding of the forecast outlook

for the industry and CGUs, and for the strategic

direction of the business. We compared the forecasts

used within the impairment models against historical

actual trading results, taking into account the impact of

the Covid-19 pandemic to assess that growth rates

used in the model were reasonable.

We assessed the reliability of management's

forecasting process in previous years and considered

the impact on the assessment of forecast earnings.

We tested the mathematical accuracy of the models

used ensuring that they utilised the assumptions

disclosed in note 13.3, and that the recoverable

amount calculated was greater than the carrying

amount of the CGU.

We used our auditor's expert, to assist us in assessing

and challenging whether the assumptions used in the

model were reasonable. The key areas assessed

included:

● the valuation methodology used;

● the reasonableness of the discount rate; and

● comparing inputs to relevant market and industry

information.

We audited the disclosures in note 13.3 of the

consolidated financial statements to ensure that they

are compliant with the requirements of the relevant

accounting standards.

46
ANNUAL FINANCIAL STATEMENTS





PwC




Our audit approach


Overview


Overall group materiality: $1.3m, which represents approximately 2.5% of

Earnings before Interest, Tax, Depreciation and Amortisation (‘EBITDA’).

We chose EBITDA as the benchmark because, in our view, it is the benchmark

against which the performance of the Group is most commonly measured by

users, and is a generally accepted benchmark.

Following our assessment of the risk of material misstatement, we:

● Full scope audits were performed for 4 of 16 entities in the Group based on

their financial significance;

● Specified audit procedures and analytical review procedures were

performed on the remaining entities.

As reported above, we have one key audit matter, being:

● Carrying value of Goodwill


As part of designing our audit, we determined materiality and assessed the risks of material

misstatement in the consolidated financial statements. In particular, we considered where

management made subjective judgements; for example, in respect of significant accounting estimates

that involved making assumptions and considering future events that are inherently uncertain. As in all

of our audits, we also addressed the risk of management override of internal controls, including among

other matters, consideration of whether there was evidence of bias that represented a risk of material

misstatement due to fraud.

Materiality

The scope of our audit was influenced by our application of materiality. An audit is designed to obtain

reasonable assurance about whether the consolidated financial statements are free from material

misstatement. Misstatements may arise due to fraud or error. They are considered material if,

individually or in aggregate, they could reasonably be expected to influence the economic decisions of

users taken on the basis of the consolidated financial statements.

Based on our professional judgement, we determined certain quantitative thresholds for materiality,

including the overall Group materiality for the consolidated financial statements as a whole as set out

above. These, together with qualitative considerations, helped us to determine the scope of our audit,

the nature, timing and extent of our audit procedures and to evaluate the effect of misstatements, both

individually and in aggregate, on the consolidated financial statements as a whole.

How we tailored our group audit scope

We tailored the scope of our audit in order to perform sufficient work to enable us to provide an opinion

on the consolidated financial statements as a whole, taking into account the structure of the Group, the

accounting processes and controls, and the industries in which the Group operates.

Other information

The Directors are responsible for the other information. The other information comprises the

information included in the Annual report, but does not include the consolidated financial statements

and our auditor's report thereon. The Annual report is expected to be made available to us after the

date of this auditor's report.

Our opinion on the consolidated financial statements does not cover the other information and we will

not express any form of audit opinion or assurance conclusion thereon.





PwC



In connection with our audit of the consolidated financial statements, our responsibility is to read the

other information and, in doing so, consider whether the other information is materially inconsistent

with the consolidated financial statements or our knowledge obtained in the audit, or otherwise

appears to be materially misstated.

When we read the other information not yet received, if we conclude that there is a material

misstatement therein, we are required to communicate the matter to the Directors and use our

professional judgement to determine the appropriate action to take.

Responsibilities of the Directors for the consolidated financial statements

The Directors are responsible, on behalf of the Company, for the preparation and fair presentation of

the consolidated financial statements in accordance with NZ IFRS and IFRS, and for such internal

control as the Directors determine is necessary to enable the preparation of consolidated financial

statements that are free from material misstatement, whether due to fraud or error.

In preparing the consolidated financial statements, the Directors are responsible for assessing the

Group’s ability to continue as a going concern, disclosing, as applicable, matters related to going

concern and using the going concern basis of accounting unless the Directors either intend to liquidate

the Group or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the consolidated financial statements

Our objectives are to obtain reasonable assurance about whether the consolidated financial

statements, as a whole, are free from material misstatement, whether due to fraud or error, and to

issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance,

but is not a guarantee that an audit conducted in accordance with ISAs (NZ) and ISAs will always

detect a material misstatement when it exists. Misstatements can arise from fraud or error and are

considered material if, individually or in the aggregate, they could reasonably be expected to influence

the economic decisions of users taken on the basis of these consolidated financial statements.

A further description of our responsibilities for the audit of the consolidated financial statements is

located at the External Reporting Board’s website at:

https://www.xrb.govt.nz/assurance-standards/auditors-responsibilities/audit-report-1/

This description forms part of our auditor’s report.

Who we report to

This report is made solely to the Company’s shareholders, as a body. Our audit work has been

undertaken so that we might state those matters which we are required to state to them in an auditor’s

report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume

responsibility to anyone other than the Company and the Company’s shareholders, as a body, for our

audit work, for this report or for the opinions we have formed.


The engagement partner on the audit resulting in this independent auditor’s report is Maxwell John

Dixon.


For and on behalf of:





Chartered Accountants

23 August 2022

Christchurch

47
ANNUAL FINANCIAL STATEMENTS





PwC




Our audit approach


Overview


Overall group materiality: $1.3m, which represents approximately 2.5% of

Earnings before Interest, Tax, Depreciation and Amortisation (‘EBITDA’).

We chose EBITDA as the benchmark because, in our view, it is the benchmark

against which the performance of the Group is most commonly measured by

users, and is a generally accepted benchmark.

Following our assessment of the risk of material misstatement, we:

● Full scope audits were performed for 4 of 16 entities in the Group based on

their financial significance;

● Specified audit procedures and analytical review procedures were

performed on the remaining entities.

As reported above, we have one key audit matter, being:

● Carrying value of Goodwill


As part of designing our audit, we determined materiality and assessed the risks of material

misstatement in the consolidated financial statements. In particular, we considered where

management made subjective judgements; for example, in respect of significant accounting estimates

that involved making assumptions and considering future events that are inherently uncertain. As in all

of our audits, we also addressed the risk of management override of internal controls, including among

other matters, consideration of whether there was evidence of bias that represented a risk of material

misstatement due to fraud.

Materiality

The scope of our audit was influenced by our application of materiality. An audit is designed to obtain

reasonable assurance about whether the consolidated financial statements are free from material

misstatement. Misstatements may arise due to fraud or error. They are considered material if,

individually or in aggregate, they could reasonably be expected to influence the economic decisions of

users taken on the basis of the consolidated financial statements.

Based on our professional judgement, we determined certain quantitative thresholds for materiality,

including the overall Group materiality for the consolidated financial statements as a whole as set out

above. These, together with qualitative considerations, helped us to determine the scope of our audit,

the nature, timing and extent of our audit procedures and to evaluate the effect of misstatements, both

individually and in aggregate, on the consolidated financial statements as a whole.

How we tailored our group audit scope

We tailored the scope of our audit in order to perform sufficient work to enable us to provide an opinion

on the consolidated financial statements as a whole, taking into account the structure of the Group, the

accounting processes and controls, and the industries in which the Group operates.

Other information

The Directors are responsible for the other information. The other information comprises the

information included in the Annual report, but does not include the consolidated financial statements

and our auditor's report thereon. The Annual report is expected to be made available to us after the

date of this auditor's report.

Our opinion on the consolidated financial statements does not cover the other information and we will

not express any form of audit opinion or assurance conclusion thereon.





PwC



In connection with our audit of the consolidated financial statements, our responsibility is to read the

other information and, in doing so, consider whether the other information is materially inconsistent

with the consolidated financial statements or our knowledge obtained in the audit, or otherwise

appears to be materially misstated.

When we read the other information not yet received, if we conclude that there is a material

misstatement therein, we are required to communicate the matter to the Directors and use our

professional judgement to determine the appropriate action to take.

Responsibilities of the Directors for the consolidated financial statements

The Directors are responsible, on behalf of the Company, for the preparation and fair presentation of

the consolidated financial statements in accordance with NZ IFRS and IFRS, and for such internal

control as the Directors determine is necessary to enable the preparation of consolidated financial

statements that are free from material misstatement, whether due to fraud or error.

In preparing the consolidated financial statements, the Directors are responsible for assessing the

Group’s ability to continue as a going concern, disclosing, as applicable, matters related to going

concern and using the going concern basis of accounting unless the Directors either intend to liquidate

the Group or to cease operations, or have no realistic alternative but to do so.

Auditor’s responsibilities for the audit of the consolidated financial statements

Our objectives are to obtain reasonable assurance about whether the consolidated financial

statements, as a whole, are free from material misstatement, whether due to fraud or error, and to

issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance,

but is not a guarantee that an audit conducted in accordance with ISAs (NZ) and ISAs will always

detect a material misstatement when it exists. Misstatements can arise from fraud or error and are

considered material if, individually or in the aggregate, they could reasonably be expected to influence

the economic decisions of users taken on the basis of these consolidated financial statements.

A further description of our responsibilities for the audit of the consolidated financial statements is

located at the External Reporting Board’s website at:

https://www.xrb.govt.nz/assurance-standards/auditors-responsibilities/audit-report-1/

This description forms part of our auditor’s report.

Who we report to

This report is made solely to the Company’s shareholders, as a body. Our audit work has been

undertaken so that we might state those matters which we are required to state to them in an auditor’s

report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume

responsibility to anyone other than the Company and the Company’s shareholders, as a body, for our

audit work, for this report or for the opinions we have formed.


The engagement partner on the audit resulting in this independent auditor’s report is Maxwell John

Dixon.


For and on behalf of:





Chartered Accountants

23 August 2022

Christchurch

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