This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsBWE Drilling（BWE）株式概要BWE Drilling Ltdは、西オーストラリア州の鉱業および建設部門向けに掘削および発破サービスを提供しています。 詳細BWE ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6リスク分析過去5年間で収益は年間60.2%減少しました。 株式の流動性は非常に低い 最新の財務報告は6か月以上前のものである 意味のある時価総額がありません ( A$40M )すべてのリスクチェックを見るBWE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,720 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,720 investors already sharing narrativesYour Fair ValueAU$Current PriceAU$0.2812.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-15m103m2016201920222025202620282031Revenue AU$69.6mEarnings AU$3.8mAdvancedSet Fair ValueView all narrativesBWE Drilling Ltd 競合他社EVZSymbol: ASX:EVZMarket cap: AU$69.9mVerbrecSymbol: ASX:VBCMarket cap: AU$58.2mSaunders InternationalSymbol: ASX:SNDMarket cap: AU$138.5mAJ Lucas GroupSymbol: ASX:AJLMarket cap: AU$11.0m価格と性能株価の高値、安値、推移の概要BWE Drilling過去の株価現在の株価AU$0.2852週高値AU$0.3052週安値AU$0.20ベータ-0.0871ヶ月の変化0%3ヶ月変化n/a1年変化1.82%3年間の変化-8.20%5年間の変化-39.13%IPOからの変化-37.78%最新ニュースBoard Change • Aug 25No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Director Murray Rutherford is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Oct 31Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024. Location: 76 hasler way osborne park wa, Australiaお知らせ • Sep 10Dynamic Group Holdings Limited Announces Changes to the Board of DirectorsDynamic Group Holdings Limited refers to the announcement on 9 September 2024 that at close of the on-market takeover offer (‘Offer’) by Australian Meat Industry Superannuation Pty Ltd. as trustee for Australian Meat Industry Superannuation Trust trading as Australian Food Super (‘AFS’), AFS acquired an interest and voting power in 98.979% of Dynamic. In light of the effective change of control, the Company announced that Mr. Craig David Hughes has been appointed Chairperson of the Company and Messrs Andrew Malcolm Haslam and Murray Frith Rutherford have been appointed as directors (‘Incoming Directors’). The Incoming Directors bring a wealth of experience and expertise to the Company as set out in Appendix 1 of this announcement and Dynamic believes that the Incoming Directors are well- suited and have the necessary skills and experience based on their respective credentials to effectively lead the Company. To ensure a clear strategic direction for the Company moving forward, the current board of directors, Messrs Garret Dixon, Mark Davis, George Garnett, Mark Hine and Matthew Freedman (‘Outgoing Directors’) have decided to step down as directors of the Company effective from the close of the Offer on 9 September 2024. Each of the Outgoing Directors consider this to be in the best interest of the Company going forward. Dynamic also advised that Mr. James Bahen has stepped down as Company Secretary, effective close of the Offer on 9 September 2024, and the Company has appointed Sam Wright and Thomas May as Joint Company Secretaries. Dynamic, together with AFS, is committed to ensuring a smooth transition and continued growth for the Company and notes that the transition process between the leadership team has been a continued effort from both parties leading up to the close of the Offer. The senior management team of Dynamic will continue under the new leadership of the Incoming Directors, working diligently to ensure a seamless transition. Dynamic looks forward to a new chapter for the Company under the efforts and leadership of the Incoming Directors. Murray Rutherford: With a career spanning over 30 years, Murray has held prominent leadership roles across the financial services industry. Since 2017 as the CEO and CIO of AFS, Murray has driven the company's strategic growth, bringing extensive expertise in investment strategy and governance. Alongside his leadership role at AFS, he serves as a director on multiple boards within the mining and energy sectors, where he contributes to the strategic direction and oversight of these organisations. Prior to AFS, Murray held key senior management roles at SFG Australia Limited, ANZ Wealth and APRA (Australian Prudential Regulation Authority), bringing with him considerable experience with product development in the financial services field. Andrew Haslam: Andrew is a mining professional with over 35 years' experience in a range of commodities including iron ore, coal, gold, nickel, copper and manganese. His operating experience includes senior management positions with civil and mining contractors Downer Group, HWE Mining, Mineral Recourses Limited, Thiess and AWP Contractors. He has been responsible for large infrastructure projects which have included iron ore processing plants, rail wagon and locomotive construction. In addition, he has undertaken a number of long-term leadership consulting positions with major Australian mining companies across Australia. For 9 years, he was a non-executive director of BC Iron Limited (now known as BC Minerals Ltd. and CEO of Territory Resources Ltd. and currently consults to several ASX listed mining companies. Craig Hughes: Craig is a Partner at Hall Chadwick Sydney who has run his own advisory business - Pharus Advisory Group for the past 10 years and prior to that was a partner at other leading mid-tier accounting firms. Craig is currently Chair of the Harvest Hotels Group Investment Committee. He specialises in corporate and SME advisory and enjoys a close working relationship with his clients across a range of industries, including transport, wholesale trade, agriculture, and property. Craig is a director and founder of Pharus Wealth Advisory.Recent Insider Transactions • Sep 03Executive Director recently sold AU$2.7m worth of stockOn the 30th of August, Matthew Freedman sold around 10m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$15m. Insiders have been net sellers, collectively disposing of AU$28m more than they bought in the last 12 months.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (57% net debt to equity). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (AU$26m sold). Market cap is less than US$100m (AU$38.9m market cap, or US$26.5m).Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.062 loss per share (vs AU$0.015 profit in FY 2023)Full year 2024 results: AU$0.062 loss per share (down from AU$0.015 profit in FY 2023). Revenue: AU$76.4m (down 26% from FY 2023). Net loss: AU$8.58m (down AU$10.6m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.最新情報をもっと見るRecent updatesBoard Change • Aug 25No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Director Murray Rutherford is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.お知らせ • Oct 31Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024. Location: 76 hasler way osborne park wa, Australiaお知らせ • Sep 10Dynamic Group Holdings Limited Announces Changes to the Board of DirectorsDynamic Group Holdings Limited refers to the announcement on 9 September 2024 that at close of the on-market takeover offer (‘Offer’) by Australian Meat Industry Superannuation Pty Ltd. as trustee for Australian Meat Industry Superannuation Trust trading as Australian Food Super (‘AFS’), AFS acquired an interest and voting power in 98.979% of Dynamic. In light of the effective change of control, the Company announced that Mr. Craig David Hughes has been appointed Chairperson of the Company and Messrs Andrew Malcolm Haslam and Murray Frith Rutherford have been appointed as directors (‘Incoming Directors’). The Incoming Directors bring a wealth of experience and expertise to the Company as set out in Appendix 1 of this announcement and Dynamic believes that the Incoming Directors are well- suited and have the necessary skills and experience based on their respective credentials to effectively lead the Company. To ensure a clear strategic direction for the Company moving forward, the current board of directors, Messrs Garret Dixon, Mark Davis, George Garnett, Mark Hine and Matthew Freedman (‘Outgoing Directors’) have decided to step down as directors of the Company effective from the close of the Offer on 9 September 2024. Each of the Outgoing Directors consider this to be in the best interest of the Company going forward. Dynamic also advised that Mr. James Bahen has stepped down as Company Secretary, effective close of the Offer on 9 September 2024, and the Company has appointed Sam Wright and Thomas May as Joint Company Secretaries. Dynamic, together with AFS, is committed to ensuring a smooth transition and continued growth for the Company and notes that the transition process between the leadership team has been a continued effort from both parties leading up to the close of the Offer. The senior management team of Dynamic will continue under the new leadership of the Incoming Directors, working diligently to ensure a seamless transition. Dynamic looks forward to a new chapter for the Company under the efforts and leadership of the Incoming Directors. Murray Rutherford: With a career spanning over 30 years, Murray has held prominent leadership roles across the financial services industry. Since 2017 as the CEO and CIO of AFS, Murray has driven the company's strategic growth, bringing extensive expertise in investment strategy and governance. Alongside his leadership role at AFS, he serves as a director on multiple boards within the mining and energy sectors, where he contributes to the strategic direction and oversight of these organisations. Prior to AFS, Murray held key senior management roles at SFG Australia Limited, ANZ Wealth and APRA (Australian Prudential Regulation Authority), bringing with him considerable experience with product development in the financial services field. Andrew Haslam: Andrew is a mining professional with over 35 years' experience in a range of commodities including iron ore, coal, gold, nickel, copper and manganese. His operating experience includes senior management positions with civil and mining contractors Downer Group, HWE Mining, Mineral Recourses Limited, Thiess and AWP Contractors. He has been responsible for large infrastructure projects which have included iron ore processing plants, rail wagon and locomotive construction. In addition, he has undertaken a number of long-term leadership consulting positions with major Australian mining companies across Australia. For 9 years, he was a non-executive director of BC Iron Limited (now known as BC Minerals Ltd. and CEO of Territory Resources Ltd. and currently consults to several ASX listed mining companies. Craig Hughes: Craig is a Partner at Hall Chadwick Sydney who has run his own advisory business - Pharus Advisory Group for the past 10 years and prior to that was a partner at other leading mid-tier accounting firms. Craig is currently Chair of the Harvest Hotels Group Investment Committee. He specialises in corporate and SME advisory and enjoys a close working relationship with his clients across a range of industries, including transport, wholesale trade, agriculture, and property. Craig is a director and founder of Pharus Wealth Advisory.Recent Insider Transactions • Sep 03Executive Director recently sold AU$2.7m worth of stockOn the 30th of August, Matthew Freedman sold around 10m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$15m. Insiders have been net sellers, collectively disposing of AU$28m more than they bought in the last 12 months.New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (57% net debt to equity). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (AU$26m sold). Market cap is less than US$100m (AU$38.9m market cap, or US$26.5m).Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.062 loss per share (vs AU$0.015 profit in FY 2023)Full year 2024 results: AU$0.062 loss per share (down from AU$0.015 profit in FY 2023). Revenue: AU$76.4m (down 26% from FY 2023). Net loss: AU$8.58m (down AU$10.6m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Recent Insider Transactions Derivative • Aug 21Independent Non-Executive Director exercised options to buy AU$70k worth of stock.On the 19th of August, Mark Hine exercised options to buy 250k shares at a strike price of around AU$0.28, costing a total of AU$70k. This transaction amounted to 333% of their direct individual holding at the time of the trade. Since June 2024, Mark has owned 75.00k shares directly. Company insiders have collectively sold AU$26m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Aug 10Insider recently sold AU$4.6m worth of stockOn the 6th of August, Joel Skipworth sold around 16m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$7.4m more than they bought in the last 12 months.お知らせ • Jul 26Australian Meat Industry Superannuation Trust proposed to acquire remaining 80.13% stake in Dynamic Group Holdings Limited (ASX:DDB) from Ganan Capital Pty Ltd, Goldfire Enterprises Pty Ltd, RPM super fund and Nitro super Fund and others.Australian Meat Industry Superannuation Trust proposed to acquire remaining 80.13% stake in Dynamic Group Holdings Limited (ASX:DDB) from Ganan Capital Pty Ltd, Goldfire Enterprises Pty Ltd, RPM super fund and Nitro super Fund and others on July 26, 2024. A cash consideration valued at AUD 0.28 per share will be paid by Australian Meat Industry Superannuation Trust. Upon completion, Australian Meat Industry Superannuation Trust will own 100% stake in Dynamic Group Holdings Limited. AFS will fund the maximum cash consideration from existing cash reserves. The expected completion of the transaction is September 9, 2024. Gadens acted as legal advisor for Australian Meat Industry Superannuation Trust. Sternship Advisers Pty Ltd. acted as financial advisor for Dynamic Group Holdings Limited. Hamilton Locke Pty Ltd acted as legal advisor for Dynamic Group Holdings Limited.分析記事 • Jun 26Here's Why Dynamic Group Holdings (ASX:DDB) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Apr 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Market cap is less than US$100m (AU$29.2m market cap, or US$19.1m).分析記事 • Apr 20Dynamic Group Holdings Limited (ASX:DDB) Soars 31% But It's A Story Of Risk Vs RewardDynamic Group Holdings Limited ( ASX:DDB ) shares have had a really impressive month, gaining 31% after a shaky period...分析記事 • Feb 23Dynamic Group Holdings Limited's (ASX:DDB) Low P/E No Reason For ExcitementDynamic Group Holdings Limited's ( ASX:DDB ) price-to-earnings (or "P/E") ratio of 15x might make it look like a buy...お知らせ • Feb 19Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Airwell Flow Testing from Airwell Group Pty Ltd.Dynamic Group Holdings Limited (ASX:DDB) agreed to acquire Airwell Flow Testing from Airwell Group Pty Ltd for AUD 2 million on January 17, 2024. As part of the consideration, AUD 1.50 million is paid upfront in cash and AUD 0.5 million will be paid as deferred payment towards business division. The completion is subject to satisfaction of customary conditions. The transaction is expected to be completed in February 2024. Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Airwell Flow Testing from Airwell Group Pty Ltd on February 19, 2024.お知らせ • Nov 29Dynamic Group Holdings Limited Announces Appointment of Mark Hine as Independent Non-Executive DirectorDynamic Group Holdings Limited advised that Mr. Mark Hine has been appointed as Independent Non-Executive Director of the Company. In conjunction with this appointment, Executive director, Mr. Joel Skipworth will transition to a Group Asset Executive role within the Company. The changes come into effect from 1 December 2023. Mr. Hine is a mining engineer and experienced Non-Executive Director and has extensive global mining experience with over 30 years of senior management roles in both surface and underground mining operations across Australia, New Zealand, Turkey, and China. Mr. Hine previously held senior positions in the mining industry as Chief Operating Officer at Griffin Mining Ltd, Chief Operating Officer at Focus Minerals Ltd, Chief Operating Officer at Golden West Resources Ltd, Executive General Manager Mining at Macmahon Contractors Pty Ltd, Chief Executive Officer at Queensland Industrial Minerals Ltd, General Manager at Consolidated Rutile Ltd. and General Manager Pasminco, Broken Hill /Elura Mines. While acting on the Perenti Limited board, Mr. Hine was the Chair of their People and Remuneration Committee, a Member of the Sustainability Committee as well as a Member of the Nominations Committee. Mr. Skipworth will be transition from his Executive Director role to focus on his Group Asset Executive role. Joel has over 20 years of asset and mechanical experience and is a co-founder of Orlando Drilling.お知らせ • Oct 26Dynamic Group Holdings Limited Announces Board ChangesDynamic Group Holdings Limited advised that Mr. Mark Davis will be transitioning from Executive Director of Business Development and Technical Services into a Non-Executive Director role, effective 14th January 2024. Under this arrangement the Company is pleased that Mark will continue to provide invaluable technical consulting services to the group. This transition has been enabled through the appointment of Geoff Newman, Chief Executive Officer who has gained significant traction since joining the group in February 2023. Geoff's senior executive experience and competency has provided the depth of skills to provision for the transition of Mark into a Non-Executive role. Mark was a founder of Dynamic Drill and Blast in 2011 and has been a critical leader and contributor to the growth of Dynamic Group Holdings, through the acquisitions of Orlando Drilling and Welldrill, as well as through fostering the business into the position of strength and industry best practice technical competency that it offers its customers.お知らせ • Sep 15Dynamic Group Holdings Limited, Annual General Meeting, Nov 15, 2023Dynamic Group Holdings Limited, Annual General Meeting, Nov 15, 2023.New Risk • Sep 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 71% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$39.4m market cap, or US$25.5m).Reported Earnings • Aug 30Full year 2023 earnings released: EPS: AU$0.016 (vs AU$0.018 in FY 2022)Full year 2023 results: EPS: AU$0.016 (down from AU$0.018 in FY 2022). Revenue: AU$103.4m (up 42% from FY 2022). Net income: AU$1.99m (down 3.0% from FY 2022). Profit margin: 1.9% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Recent Insider Transactions Derivative • Jul 16Non-Executive Chairman exercised options to buy AU$475k worth of stock.On the 14th of July, Garret Dixon exercised options to buy 2m shares at a strike price of around AU$0.25, costing a total of AU$477k. This transaction amounted to 22% of their direct individual holding at the time of the trade. Since September 2022, Garret's direct individual holding has increased from 305.56k shares to 8.33m. Company insiders have collectively bought AU$1.1m more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Feb 28First half 2023 earnings released: AU$0.02 loss per share (vs AU$0.012 profit in 1H 2022)First half 2023 results: AU$0.02 loss per share (down from AU$0.012 profit in 1H 2022). Revenue: AU$45.9m (up 35% from 1H 2022). Net loss: AU$2.51m (down 277% from profit in 1H 2022).お知らせ • Dec 07Dynamic Group Holdings Limited Appoints Geoff Newman as Group Chief Executive OfficerDynamic Group Holdings Limited advised that highly experienced mining services executive Mr. Geoff Newman will join the Company as group Chief Executive Officer from March 2023. Mr. Newman has operated at an executive level within the contracting and mining services sector for over 22 years. Most recently Geoff has performed various executive level roles within Emeco Holdings Ltd. since 2013. Prior to Mr. Newman's time with Emeco, he was CEO for a water drilling business which provided similar services to Dynamic Group's wholly owned Welldrill subsidiary. Mr. Newman has also held another executive position within a drilling business. Mr. Newman holds a Bachelor of Engineering (Hons) from the University of Western Australia and has strong commercial acumen complementing his technical and operational skill set. Mr. Newman has held several international and national appointments and has relevant executive positions through growth phases driven organically and via acquisition. Mr. Newman has proven capability to hold financial and operational accountability for large and complex contracting and mining services businesses, including the preparation and execution of growth strategies.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Executive Director David Kinnersley was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Sep 06Unpleasant Surprises Could Be In Store For Dynamic Group Holdings Limited's (ASX:DDB) SharesWith a price-to-earnings (or "P/E") ratio of 21.6x Dynamic Group Holdings Limited ( ASX:DDB ) may be sending bearish...Reported Earnings • Sep 05Full year 2022 earnings released: EPS: AU$0.018 (vs AU$0.031 in FY 2021)Full year 2022 results: EPS: AU$0.018. Revenue: AU$73.0m (up 225% from FY 2021). Net income: AU$2.05m (up 25% from FY 2021). Profit margin: 2.8% (down from 7.3% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Sep 02Dynamic Group Holdings Limited, Annual General Meeting, Oct 27, 2022Dynamic Group Holdings Limited, Annual General Meeting, Oct 27, 2022.お知らせ • Jul 19Dynamic Group Holdings Limited (ASX:DDB) acquired Welldrill from Peter ChegwiddenDynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden for AUD 19 million on July 11, 2022. Consideration will be paid as 1) AUD 14 million cash upon completion 2) AUD 1 million in fully paid ordinary Dynamic shares calculated based on the volume weighted average price of Dynamic shares over the 5 trading days prior to the date of completion escrowed until 31 March 2023 and 3) AUD 4 million deferred cash payable at 31 March 2023. Dynamic has established a new AUD 18 million acquisition finance facility with Commonwealth Bank of Australia. In parallel, Dynamic has upsized its asset finance facilities to provide additional liquidity to finance the purchase of the Rig-6 Fleet. Welldrill General Manager, Tim Westcott and Chief Financial Officer, Roseann Natana, to join Dynamic’s executive management team. The closing of the acquisition is subject to certain conditions precedent, the material of which are set out below, being satisfied or waived by the Dynamic Group, Customer and lessor consents to a change of control and No material adverse change having taken place prior to completion. Completion of the acquisition is expected to occur this month. Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Welldrill from Peter Chegwidden for AUD 19 million on July 18, 2022.お知らせ • Jul 12Dynamic Group Holdings Limited Announces Executive Management TeamDynamic Group Holdings Limited ('Dynamic' or the "Company') announced that it has entered into an agreement to acquire 100% of Welldrill from Peter Chegwidden. Welldrill General Manager, Tim Westcott, has been with Welldrill for 4 years and has helped drive the recent growth of the business as the owner, Peter Chegwidden, stepped back from day-to-day operations. Welldrill General Manager, Tim Westcott and CFO, Roseann Natana, to join Dynamic's executive management team.お知らせ • Jul 11Dynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden.Dynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden for AUD 19 million on July 11, 2022. Consideration will be paid as 1) AUD 14 million cash upon completion 2) AUD 1 million in fully paid ordinary Dynamic shares calculated based on the volume weighted average price of Dynamic shares over the 5 trading days prior to the date of completion escrowed until 31 March 2023 and 3) AUD 4 million deferred cash payable at 31 March 2023. Dynamic has established a new AUD 18 million acquisition finance facility with Commonwealth Bank of Australia. In parallel, Dynamic has upsized its asset finance facilities to provide additional liquidity to finance the purchase of the Rig-6 Fleet. Welldrill General Manager, Tim Westcott and Chief Financial Officer, Roseann Natana, to join Dynamic’s executive management team. The closing of the acquisition is subject to certain conditions precedent, the material of which are set out below, being satisfied or waived by the Dynamic Group, Customer and lessor consents to a change of control and No material adverse change having taken place prior to completion. Completion of the acquisition is expected to occur this month.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Executive Director David Kinnersley was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 31Full year 2021 earnings released: EPS AU$0.031 (vs AU$0.017 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$23.3m (up 53% from FY 2020). Net income: AU$1.64m (up 277% from FY 2020). Profit margin: 7.0% (up from 2.9% in FY 2020).Recent Insider Transactions • Jul 13Insider recently bought AU$1.8m worth of stockOn the 7th of July, Robert Martin bought around 4m shares on-market at roughly AU$0.45 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.7m more in shares than they have sold in the last 12 months.お知らせ • May 31Dynamic Drill and Blast Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 6.204557 million.Dynamic Drill and Blast Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 6.204557 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,787,905 Price\Range: AUD 0.45 Discount Per Security: AUD 0.027 Transaction Features: Subsequent Direct Listing分析記事 • Mar 07Is Dynamic Drill and Blast Holdings Limited (ASX:DDB) A High Quality Stock To Own?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...分析記事 • Mar 07Dynamic Drill and Blast Holdings' (ASX:DDB) Robust Earnings Are Not All Good News For ShareholdersEven though Dynamic Drill and Blast Holdings Limited ( ASX:DDB ) posted strong earnings recently, the stock hasn't...Is New 90 Day High Low • Feb 04New 90-day low: AU$0.48The company is down 1.0% from its price of AU$0.48 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 16% over the same period.お知らせ • Dec 26Dynamic Drill and Blast Holdings Limited Signs Drilling Contract with Carey Mining Pty Ltd, for the Provision of Drilling Services at the Anglogold Ashanti Golden Delicious Gold MineDynamic Drill and Blast Holdings Limited confirmed that the final form Drilling Contact with Carey Mining Pty Ltd. (Carey) for the provision of drilling services at the AngloGold Ashanti Golden Delicious Gold Mine has been executed. The company continues discussions with various parties regarding further projects which are currently within the tender pipeline.お知らせ • Nov 20Pilbara Resources Group Pty Ltd Selects Dynamic Drill and Blast Holdings Limited as Preferred Supplier to Carey Mining Pty LtdDynamic Drill and Blast Holdings Ltd. (DDB or the Company) announced that it has entered into a Services Contract with Pilbara Resources Group Pty Ltd. (PRG) and has been selected as preferred supplier to Carey Mining Pty Ltd. (Carey), across two separate resource projects (gold and iron ore) in Western Australia: A Services Contract with PRG for the provision of drilling and blasting services at GWR Group Ltd.'s Project has been executed. DDB will provide services from November 2020, for stage 1 of C4 which includes approximately 1 million tonnes of the 21.6Million tonne resource. DDB have been selected as preferred supplier by Carey, for the provision of drilling services at the AngloGold Ashanti Golden Delicious Gold Mine. It is estimated that DDB will provide services from late December 2020 for a period of approximately 24 months. DDB and Carey are working towards execution of the final form drilling contract. The combined revenue from both Services Contracts once executed is estimated to be between $9m and $11m and will be based on a fixed and variable pricing structure. DDB will utilise up to four drill rigs, as well as approximately twenty personnel and ancillary equipment to deliver the required services for the two projects. As well as the new projects, DDB has deployed equipment and personnel to additional short-term projects.Is New 90 Day High Low • Nov 19New 90-day high: AU$0.68The company is up 73% from its price of AU$0.39 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 8.0% over the same period.お知らせ • Nov 10Dynamic Drill and Blast Holdings Limited, Annual General Meeting, Dec 09, 2020Dynamic Drill and Blast Holdings Limited, Annual General Meeting, Dec 09, 2020, at 11:00 W. Australia Standard Time. Location: Suite 1, 295 Rokeby Road, Subiaco Subaico Western Australia Australia Agenda: To consider the Annual Report of the Company and its controlled entities for the financial year ended 30 June 2020, which includes the Financial Report, the Directors' Report and the Auditor's Report; to consider remuneration report be adopted by shareholders on the terms and conditions in the explanatory memorandum; to consider reelection of directors; to consider approval of 10% placement facility; and to consider other matters.株主還元BWEAU ConstructionAU 市場7D0%-2.3%0.5%1Y1.8%38.2%1.5%株主還元を見る業界別リターン: BWE過去 1 年間で37.5 % の収益を上げたAustralian Construction業界を下回りました。リターン対市場: BWEは、過去 1 年間で2.2 % のリターンを上げたAustralian市場を下回りました。価格変動Is BWE's price volatile compared to industry and market?BWE volatilityBWE Average Weekly Movementn/aConstruction Industry Average Movement6.1%Market Average Movement9.5%10% most volatile stocks in AU Market16.9%10% least volatile stocks in AU Market3.8%安定した株価: BWEの株価は、 Australian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のBWEのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト2011n/aDarren Guildwww.bwedrilling.com.auBWE Drilling Ltdは、西オーストラリア州の鉱業および建設部門に掘削・発破サービスを提供している。鉱山生産、建設、振動に敏感なドリル＆ブラストサービス、水井戸インフラサービス、探査サービスを手掛ける。以前はダイナミック・グループ・ホールディングスとして知られ、2025年7月にBWEドリリング・リミテッドに社名変更した。同社は2011年に設立され、オーストラリアのオズボーン・パークに本社を置く。もっと見るBWE Drilling Ltd 基礎のまとめBWE Drilling の収益と売上を時価総額と比較するとどうか。BWE 基礎統計学時価総額AU$40.09m収益（TTM）-AU$15.28m売上高(TTM)AU$69.61m0.6xP/Sレシオ-2.6xPER（株価収益率BWE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BWE 損益計算書（TTM）収益AU$69.61m売上原価AU$53.59m売上総利益AU$16.02mその他の費用AU$31.31m収益-AU$15.28m直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）-0.11グロス・マージン23.02%純利益率-21.95%有利子負債／自己資本比率57.8%BWE の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/10/28 07:33終値2025/08/29 00:00収益2024/12/31年間収益2024/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BWE Drilling Ltd 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Board Change • Aug 25No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Director Murray Rutherford is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Oct 31Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024. Location: 76 hasler way osborne park wa, Australia
お知らせ • Sep 10Dynamic Group Holdings Limited Announces Changes to the Board of DirectorsDynamic Group Holdings Limited refers to the announcement on 9 September 2024 that at close of the on-market takeover offer (‘Offer’) by Australian Meat Industry Superannuation Pty Ltd. as trustee for Australian Meat Industry Superannuation Trust trading as Australian Food Super (‘AFS’), AFS acquired an interest and voting power in 98.979% of Dynamic. In light of the effective change of control, the Company announced that Mr. Craig David Hughes has been appointed Chairperson of the Company and Messrs Andrew Malcolm Haslam and Murray Frith Rutherford have been appointed as directors (‘Incoming Directors’). The Incoming Directors bring a wealth of experience and expertise to the Company as set out in Appendix 1 of this announcement and Dynamic believes that the Incoming Directors are well- suited and have the necessary skills and experience based on their respective credentials to effectively lead the Company. To ensure a clear strategic direction for the Company moving forward, the current board of directors, Messrs Garret Dixon, Mark Davis, George Garnett, Mark Hine and Matthew Freedman (‘Outgoing Directors’) have decided to step down as directors of the Company effective from the close of the Offer on 9 September 2024. Each of the Outgoing Directors consider this to be in the best interest of the Company going forward. Dynamic also advised that Mr. James Bahen has stepped down as Company Secretary, effective close of the Offer on 9 September 2024, and the Company has appointed Sam Wright and Thomas May as Joint Company Secretaries. Dynamic, together with AFS, is committed to ensuring a smooth transition and continued growth for the Company and notes that the transition process between the leadership team has been a continued effort from both parties leading up to the close of the Offer. The senior management team of Dynamic will continue under the new leadership of the Incoming Directors, working diligently to ensure a seamless transition. Dynamic looks forward to a new chapter for the Company under the efforts and leadership of the Incoming Directors. Murray Rutherford: With a career spanning over 30 years, Murray has held prominent leadership roles across the financial services industry. Since 2017 as the CEO and CIO of AFS, Murray has driven the company's strategic growth, bringing extensive expertise in investment strategy and governance. Alongside his leadership role at AFS, he serves as a director on multiple boards within the mining and energy sectors, where he contributes to the strategic direction and oversight of these organisations. Prior to AFS, Murray held key senior management roles at SFG Australia Limited, ANZ Wealth and APRA (Australian Prudential Regulation Authority), bringing with him considerable experience with product development in the financial services field. Andrew Haslam: Andrew is a mining professional with over 35 years' experience in a range of commodities including iron ore, coal, gold, nickel, copper and manganese. His operating experience includes senior management positions with civil and mining contractors Downer Group, HWE Mining, Mineral Recourses Limited, Thiess and AWP Contractors. He has been responsible for large infrastructure projects which have included iron ore processing plants, rail wagon and locomotive construction. In addition, he has undertaken a number of long-term leadership consulting positions with major Australian mining companies across Australia. For 9 years, he was a non-executive director of BC Iron Limited (now known as BC Minerals Ltd. and CEO of Territory Resources Ltd. and currently consults to several ASX listed mining companies. Craig Hughes: Craig is a Partner at Hall Chadwick Sydney who has run his own advisory business - Pharus Advisory Group for the past 10 years and prior to that was a partner at other leading mid-tier accounting firms. Craig is currently Chair of the Harvest Hotels Group Investment Committee. He specialises in corporate and SME advisory and enjoys a close working relationship with his clients across a range of industries, including transport, wholesale trade, agriculture, and property. Craig is a director and founder of Pharus Wealth Advisory.
Recent Insider Transactions • Sep 03Executive Director recently sold AU$2.7m worth of stockOn the 30th of August, Matthew Freedman sold around 10m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$15m. Insiders have been net sellers, collectively disposing of AU$28m more than they bought in the last 12 months.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (57% net debt to equity). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (AU$26m sold). Market cap is less than US$100m (AU$38.9m market cap, or US$26.5m).
Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.062 loss per share (vs AU$0.015 profit in FY 2023)Full year 2024 results: AU$0.062 loss per share (down from AU$0.015 profit in FY 2023). Revenue: AU$76.4m (down 26% from FY 2023). Net loss: AU$8.58m (down AU$10.6m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Board Change • Aug 25No independent directorsThere are 3 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 new directors. No experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Director Murray Rutherford is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of experienced directors.
お知らせ • Oct 31Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024Dynamic Group Holdings Limited, Annual General Meeting, Nov 29, 2024. Location: 76 hasler way osborne park wa, Australia
お知らせ • Sep 10Dynamic Group Holdings Limited Announces Changes to the Board of DirectorsDynamic Group Holdings Limited refers to the announcement on 9 September 2024 that at close of the on-market takeover offer (‘Offer’) by Australian Meat Industry Superannuation Pty Ltd. as trustee for Australian Meat Industry Superannuation Trust trading as Australian Food Super (‘AFS’), AFS acquired an interest and voting power in 98.979% of Dynamic. In light of the effective change of control, the Company announced that Mr. Craig David Hughes has been appointed Chairperson of the Company and Messrs Andrew Malcolm Haslam and Murray Frith Rutherford have been appointed as directors (‘Incoming Directors’). The Incoming Directors bring a wealth of experience and expertise to the Company as set out in Appendix 1 of this announcement and Dynamic believes that the Incoming Directors are well- suited and have the necessary skills and experience based on their respective credentials to effectively lead the Company. To ensure a clear strategic direction for the Company moving forward, the current board of directors, Messrs Garret Dixon, Mark Davis, George Garnett, Mark Hine and Matthew Freedman (‘Outgoing Directors’) have decided to step down as directors of the Company effective from the close of the Offer on 9 September 2024. Each of the Outgoing Directors consider this to be in the best interest of the Company going forward. Dynamic also advised that Mr. James Bahen has stepped down as Company Secretary, effective close of the Offer on 9 September 2024, and the Company has appointed Sam Wright and Thomas May as Joint Company Secretaries. Dynamic, together with AFS, is committed to ensuring a smooth transition and continued growth for the Company and notes that the transition process between the leadership team has been a continued effort from both parties leading up to the close of the Offer. The senior management team of Dynamic will continue under the new leadership of the Incoming Directors, working diligently to ensure a seamless transition. Dynamic looks forward to a new chapter for the Company under the efforts and leadership of the Incoming Directors. Murray Rutherford: With a career spanning over 30 years, Murray has held prominent leadership roles across the financial services industry. Since 2017 as the CEO and CIO of AFS, Murray has driven the company's strategic growth, bringing extensive expertise in investment strategy and governance. Alongside his leadership role at AFS, he serves as a director on multiple boards within the mining and energy sectors, where he contributes to the strategic direction and oversight of these organisations. Prior to AFS, Murray held key senior management roles at SFG Australia Limited, ANZ Wealth and APRA (Australian Prudential Regulation Authority), bringing with him considerable experience with product development in the financial services field. Andrew Haslam: Andrew is a mining professional with over 35 years' experience in a range of commodities including iron ore, coal, gold, nickel, copper and manganese. His operating experience includes senior management positions with civil and mining contractors Downer Group, HWE Mining, Mineral Recourses Limited, Thiess and AWP Contractors. He has been responsible for large infrastructure projects which have included iron ore processing plants, rail wagon and locomotive construction. In addition, he has undertaken a number of long-term leadership consulting positions with major Australian mining companies across Australia. For 9 years, he was a non-executive director of BC Iron Limited (now known as BC Minerals Ltd. and CEO of Territory Resources Ltd. and currently consults to several ASX listed mining companies. Craig Hughes: Craig is a Partner at Hall Chadwick Sydney who has run his own advisory business - Pharus Advisory Group for the past 10 years and prior to that was a partner at other leading mid-tier accounting firms. Craig is currently Chair of the Harvest Hotels Group Investment Committee. He specialises in corporate and SME advisory and enjoys a close working relationship with his clients across a range of industries, including transport, wholesale trade, agriculture, and property. Craig is a director and founder of Pharus Wealth Advisory.
Recent Insider Transactions • Sep 03Executive Director recently sold AU$2.7m worth of stockOn the 30th of August, Matthew Freedman sold around 10m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$15m. Insiders have been net sellers, collectively disposing of AU$28m more than they bought in the last 12 months.
New Risk • Aug 30New major risk - Revenue and earnings growthEarnings have declined by 19% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 19% per year over the past 5 years. Minor Risks High level of debt (57% net debt to equity). Share price has been volatile over the past 3 months (14% average weekly change). Significant insider selling over the past 3 months (AU$26m sold). Market cap is less than US$100m (AU$38.9m market cap, or US$26.5m).
Reported Earnings • Aug 30Full year 2024 earnings released: AU$0.062 loss per share (vs AU$0.015 profit in FY 2023)Full year 2024 results: AU$0.062 loss per share (down from AU$0.015 profit in FY 2023). Revenue: AU$76.4m (down 26% from FY 2023). Net loss: AU$8.58m (down AU$10.6m from profit in FY 2023). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions Derivative • Aug 21Independent Non-Executive Director exercised options to buy AU$70k worth of stock.On the 19th of August, Mark Hine exercised options to buy 250k shares at a strike price of around AU$0.28, costing a total of AU$70k. This transaction amounted to 333% of their direct individual holding at the time of the trade. Since June 2024, Mark has owned 75.00k shares directly. Company insiders have collectively sold AU$26m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Aug 10Insider recently sold AU$4.6m worth of stockOn the 6th of August, Joel Skipworth sold around 16m shares on-market at roughly AU$0.28 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$7.4m more than they bought in the last 12 months.
お知らせ • Jul 26Australian Meat Industry Superannuation Trust proposed to acquire remaining 80.13% stake in Dynamic Group Holdings Limited (ASX:DDB) from Ganan Capital Pty Ltd, Goldfire Enterprises Pty Ltd, RPM super fund and Nitro super Fund and others.Australian Meat Industry Superannuation Trust proposed to acquire remaining 80.13% stake in Dynamic Group Holdings Limited (ASX:DDB) from Ganan Capital Pty Ltd, Goldfire Enterprises Pty Ltd, RPM super fund and Nitro super Fund and others on July 26, 2024. A cash consideration valued at AUD 0.28 per share will be paid by Australian Meat Industry Superannuation Trust. Upon completion, Australian Meat Industry Superannuation Trust will own 100% stake in Dynamic Group Holdings Limited. AFS will fund the maximum cash consideration from existing cash reserves. The expected completion of the transaction is September 9, 2024. Gadens acted as legal advisor for Australian Meat Industry Superannuation Trust. Sternship Advisers Pty Ltd. acted as financial advisor for Dynamic Group Holdings Limited. Hamilton Locke Pty Ltd acted as legal advisor for Dynamic Group Holdings Limited.
分析記事 • Jun 26Here's Why Dynamic Group Holdings (ASX:DDB) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Apr 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (3.3% increase in shares outstanding). Market cap is less than US$100m (AU$29.2m market cap, or US$19.1m).
分析記事 • Apr 20Dynamic Group Holdings Limited (ASX:DDB) Soars 31% But It's A Story Of Risk Vs RewardDynamic Group Holdings Limited ( ASX:DDB ) shares have had a really impressive month, gaining 31% after a shaky period...
分析記事 • Feb 23Dynamic Group Holdings Limited's (ASX:DDB) Low P/E No Reason For ExcitementDynamic Group Holdings Limited's ( ASX:DDB ) price-to-earnings (or "P/E") ratio of 15x might make it look like a buy...
お知らせ • Feb 19Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Airwell Flow Testing from Airwell Group Pty Ltd.Dynamic Group Holdings Limited (ASX:DDB) agreed to acquire Airwell Flow Testing from Airwell Group Pty Ltd for AUD 2 million on January 17, 2024. As part of the consideration, AUD 1.50 million is paid upfront in cash and AUD 0.5 million will be paid as deferred payment towards business division. The completion is subject to satisfaction of customary conditions. The transaction is expected to be completed in February 2024. Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Airwell Flow Testing from Airwell Group Pty Ltd on February 19, 2024.
お知らせ • Nov 29Dynamic Group Holdings Limited Announces Appointment of Mark Hine as Independent Non-Executive DirectorDynamic Group Holdings Limited advised that Mr. Mark Hine has been appointed as Independent Non-Executive Director of the Company. In conjunction with this appointment, Executive director, Mr. Joel Skipworth will transition to a Group Asset Executive role within the Company. The changes come into effect from 1 December 2023. Mr. Hine is a mining engineer and experienced Non-Executive Director and has extensive global mining experience with over 30 years of senior management roles in both surface and underground mining operations across Australia, New Zealand, Turkey, and China. Mr. Hine previously held senior positions in the mining industry as Chief Operating Officer at Griffin Mining Ltd, Chief Operating Officer at Focus Minerals Ltd, Chief Operating Officer at Golden West Resources Ltd, Executive General Manager Mining at Macmahon Contractors Pty Ltd, Chief Executive Officer at Queensland Industrial Minerals Ltd, General Manager at Consolidated Rutile Ltd. and General Manager Pasminco, Broken Hill /Elura Mines. While acting on the Perenti Limited board, Mr. Hine was the Chair of their People and Remuneration Committee, a Member of the Sustainability Committee as well as a Member of the Nominations Committee. Mr. Skipworth will be transition from his Executive Director role to focus on his Group Asset Executive role. Joel has over 20 years of asset and mechanical experience and is a co-founder of Orlando Drilling.
お知らせ • Oct 26Dynamic Group Holdings Limited Announces Board ChangesDynamic Group Holdings Limited advised that Mr. Mark Davis will be transitioning from Executive Director of Business Development and Technical Services into a Non-Executive Director role, effective 14th January 2024. Under this arrangement the Company is pleased that Mark will continue to provide invaluable technical consulting services to the group. This transition has been enabled through the appointment of Geoff Newman, Chief Executive Officer who has gained significant traction since joining the group in February 2023. Geoff's senior executive experience and competency has provided the depth of skills to provision for the transition of Mark into a Non-Executive role. Mark was a founder of Dynamic Drill and Blast in 2011 and has been a critical leader and contributor to the growth of Dynamic Group Holdings, through the acquisitions of Orlando Drilling and Welldrill, as well as through fostering the business into the position of strength and industry best practice technical competency that it offers its customers.
お知らせ • Sep 15Dynamic Group Holdings Limited, Annual General Meeting, Nov 15, 2023Dynamic Group Holdings Limited, Annual General Meeting, Nov 15, 2023.
New Risk • Sep 01New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 71% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$39.4m market cap, or US$25.5m).
Reported Earnings • Aug 30Full year 2023 earnings released: EPS: AU$0.016 (vs AU$0.018 in FY 2022)Full year 2023 results: EPS: AU$0.016 (down from AU$0.018 in FY 2022). Revenue: AU$103.4m (up 42% from FY 2022). Net income: AU$1.99m (down 3.0% from FY 2022). Profit margin: 1.9% (down from 2.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions Derivative • Jul 16Non-Executive Chairman exercised options to buy AU$475k worth of stock.On the 14th of July, Garret Dixon exercised options to buy 2m shares at a strike price of around AU$0.25, costing a total of AU$477k. This transaction amounted to 22% of their direct individual holding at the time of the trade. Since September 2022, Garret's direct individual holding has increased from 305.56k shares to 8.33m. Company insiders have collectively bought AU$1.1m more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Feb 28First half 2023 earnings released: AU$0.02 loss per share (vs AU$0.012 profit in 1H 2022)First half 2023 results: AU$0.02 loss per share (down from AU$0.012 profit in 1H 2022). Revenue: AU$45.9m (up 35% from 1H 2022). Net loss: AU$2.51m (down 277% from profit in 1H 2022).
お知らせ • Dec 07Dynamic Group Holdings Limited Appoints Geoff Newman as Group Chief Executive OfficerDynamic Group Holdings Limited advised that highly experienced mining services executive Mr. Geoff Newman will join the Company as group Chief Executive Officer from March 2023. Mr. Newman has operated at an executive level within the contracting and mining services sector for over 22 years. Most recently Geoff has performed various executive level roles within Emeco Holdings Ltd. since 2013. Prior to Mr. Newman's time with Emeco, he was CEO for a water drilling business which provided similar services to Dynamic Group's wholly owned Welldrill subsidiary. Mr. Newman has also held another executive position within a drilling business. Mr. Newman holds a Bachelor of Engineering (Hons) from the University of Western Australia and has strong commercial acumen complementing his technical and operational skill set. Mr. Newman has held several international and national appointments and has relevant executive positions through growth phases driven organically and via acquisition. Mr. Newman has proven capability to hold financial and operational accountability for large and complex contracting and mining services businesses, including the preparation and execution of growth strategies.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Executive Director David Kinnersley was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 06Unpleasant Surprises Could Be In Store For Dynamic Group Holdings Limited's (ASX:DDB) SharesWith a price-to-earnings (or "P/E") ratio of 21.6x Dynamic Group Holdings Limited ( ASX:DDB ) may be sending bearish...
Reported Earnings • Sep 05Full year 2022 earnings released: EPS: AU$0.018 (vs AU$0.031 in FY 2021)Full year 2022 results: EPS: AU$0.018. Revenue: AU$73.0m (up 225% from FY 2021). Net income: AU$2.05m (up 25% from FY 2021). Profit margin: 2.8% (down from 7.3% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Sep 02Dynamic Group Holdings Limited, Annual General Meeting, Oct 27, 2022Dynamic Group Holdings Limited, Annual General Meeting, Oct 27, 2022.
お知らせ • Jul 19Dynamic Group Holdings Limited (ASX:DDB) acquired Welldrill from Peter ChegwiddenDynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden for AUD 19 million on July 11, 2022. Consideration will be paid as 1) AUD 14 million cash upon completion 2) AUD 1 million in fully paid ordinary Dynamic shares calculated based on the volume weighted average price of Dynamic shares over the 5 trading days prior to the date of completion escrowed until 31 March 2023 and 3) AUD 4 million deferred cash payable at 31 March 2023. Dynamic has established a new AUD 18 million acquisition finance facility with Commonwealth Bank of Australia. In parallel, Dynamic has upsized its asset finance facilities to provide additional liquidity to finance the purchase of the Rig-6 Fleet. Welldrill General Manager, Tim Westcott and Chief Financial Officer, Roseann Natana, to join Dynamic’s executive management team. The closing of the acquisition is subject to certain conditions precedent, the material of which are set out below, being satisfied or waived by the Dynamic Group, Customer and lessor consents to a change of control and No material adverse change having taken place prior to completion. Completion of the acquisition is expected to occur this month. Dynamic Group Holdings Limited (ASX:DDB) completed the acquisition of Welldrill from Peter Chegwidden for AUD 19 million on July 18, 2022.
お知らせ • Jul 12Dynamic Group Holdings Limited Announces Executive Management TeamDynamic Group Holdings Limited ('Dynamic' or the "Company') announced that it has entered into an agreement to acquire 100% of Welldrill from Peter Chegwidden. Welldrill General Manager, Tim Westcott, has been with Welldrill for 4 years and has helped drive the recent growth of the business as the owner, Peter Chegwidden, stepped back from day-to-day operations. Welldrill General Manager, Tim Westcott and CFO, Roseann Natana, to join Dynamic's executive management team.
お知らせ • Jul 11Dynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden.Dynamic Group Holdings Limited (ASX:DDB) has entered into an agreement to acquire Welldrill from Peter Chegwidden for AUD 19 million on July 11, 2022. Consideration will be paid as 1) AUD 14 million cash upon completion 2) AUD 1 million in fully paid ordinary Dynamic shares calculated based on the volume weighted average price of Dynamic shares over the 5 trading days prior to the date of completion escrowed until 31 March 2023 and 3) AUD 4 million deferred cash payable at 31 March 2023. Dynamic has established a new AUD 18 million acquisition finance facility with Commonwealth Bank of Australia. In parallel, Dynamic has upsized its asset finance facilities to provide additional liquidity to finance the purchase of the Rig-6 Fleet. Welldrill General Manager, Tim Westcott and Chief Financial Officer, Roseann Natana, to join Dynamic’s executive management team. The closing of the acquisition is subject to certain conditions precedent, the material of which are set out below, being satisfied or waived by the Dynamic Group, Customer and lessor consents to a change of control and No material adverse change having taken place prior to completion. Completion of the acquisition is expected to occur this month.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Executive Director David Kinnersley was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 31Full year 2021 earnings released: EPS AU$0.031 (vs AU$0.017 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$23.3m (up 53% from FY 2020). Net income: AU$1.64m (up 277% from FY 2020). Profit margin: 7.0% (up from 2.9% in FY 2020).
Recent Insider Transactions • Jul 13Insider recently bought AU$1.8m worth of stockOn the 7th of July, Robert Martin bought around 4m shares on-market at roughly AU$0.45 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$2.7m more in shares than they have sold in the last 12 months.
お知らせ • May 31Dynamic Drill and Blast Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 6.204557 million.Dynamic Drill and Blast Holdings Limited has completed a Follow-on Equity Offering in the amount of AUD 6.204557 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,787,905 Price\Range: AUD 0.45 Discount Per Security: AUD 0.027 Transaction Features: Subsequent Direct Listing
分析記事 • Mar 07Is Dynamic Drill and Blast Holdings Limited (ASX:DDB) A High Quality Stock To Own?Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
分析記事 • Mar 07Dynamic Drill and Blast Holdings' (ASX:DDB) Robust Earnings Are Not All Good News For ShareholdersEven though Dynamic Drill and Blast Holdings Limited ( ASX:DDB ) posted strong earnings recently, the stock hasn't...
Is New 90 Day High Low • Feb 04New 90-day low: AU$0.48The company is down 1.0% from its price of AU$0.48 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 16% over the same period.
お知らせ • Dec 26Dynamic Drill and Blast Holdings Limited Signs Drilling Contract with Carey Mining Pty Ltd, for the Provision of Drilling Services at the Anglogold Ashanti Golden Delicious Gold MineDynamic Drill and Blast Holdings Limited confirmed that the final form Drilling Contact with Carey Mining Pty Ltd. (Carey) for the provision of drilling services at the AngloGold Ashanti Golden Delicious Gold Mine has been executed. The company continues discussions with various parties regarding further projects which are currently within the tender pipeline.
お知らせ • Nov 20Pilbara Resources Group Pty Ltd Selects Dynamic Drill and Blast Holdings Limited as Preferred Supplier to Carey Mining Pty LtdDynamic Drill and Blast Holdings Ltd. (DDB or the Company) announced that it has entered into a Services Contract with Pilbara Resources Group Pty Ltd. (PRG) and has been selected as preferred supplier to Carey Mining Pty Ltd. (Carey), across two separate resource projects (gold and iron ore) in Western Australia: A Services Contract with PRG for the provision of drilling and blasting services at GWR Group Ltd.'s Project has been executed. DDB will provide services from November 2020, for stage 1 of C4 which includes approximately 1 million tonnes of the 21.6Million tonne resource. DDB have been selected as preferred supplier by Carey, for the provision of drilling services at the AngloGold Ashanti Golden Delicious Gold Mine. It is estimated that DDB will provide services from late December 2020 for a period of approximately 24 months. DDB and Carey are working towards execution of the final form drilling contract. The combined revenue from both Services Contracts once executed is estimated to be between $9m and $11m and will be based on a fixed and variable pricing structure. DDB will utilise up to four drill rigs, as well as approximately twenty personnel and ancillary equipment to deliver the required services for the two projects. As well as the new projects, DDB has deployed equipment and personnel to additional short-term projects.
Is New 90 Day High Low • Nov 19New 90-day high: AU$0.68The company is up 73% from its price of AU$0.39 on 21 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 8.0% over the same period.
お知らせ • Nov 10Dynamic Drill and Blast Holdings Limited, Annual General Meeting, Dec 09, 2020Dynamic Drill and Blast Holdings Limited, Annual General Meeting, Dec 09, 2020, at 11:00 W. Australia Standard Time. Location: Suite 1, 295 Rokeby Road, Subiaco Subaico Western Australia Australia Agenda: To consider the Annual Report of the Company and its controlled entities for the financial year ended 30 June 2020, which includes the Financial Report, the Directors' Report and the Auditor's Report; to consider remuneration report be adopted by shareholders on the terms and conditions in the explanatory memorandum; to consider reelection of directors; to consider approval of 10% placement facility; and to consider other matters.
