Macmahon Holdings（MAH）株式概要マックマホン・ホールディングス・リミテッドは、オーストラリアと東南アジアの鉱山会社に地上採掘、地下採掘、採掘支援、土木インフラサービスを提供している。 詳細MAH ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性5/6配当金2/6報酬当社が推定した公正価値より17.7%で取引されている 収益は年間11.33%増加すると予測されています 過去1年間で収益は97.2%増加しました リスク分析リスクチェックの結果、MAH 、リスクは検出されなかった。すべてのリスクチェックを見るMAH Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.9215.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-94m3b2016201920222025202620282031Revenue AU$3.4bEarnings AU$123.0mAdvancedSet Fair ValueView all narrativesMacmahon Holdings Limited 競合他社PerentiSymbol: ASX:PRNMarket cap: AU$1.9bImdexSymbol: ASX:IMDMarket cap: AU$2.1bMetals XSymbol: ASX:MLXMarket cap: AU$1.3bDevelop GlobalSymbol: ASX:DVPMarket cap: AU$2.3b価格と性能株価の高値、安値、推移の概要Macmahon Holdings過去の株価現在の株価AU$0.9252週高値AU$1.0352週安値AU$0.27ベータ1.061ヶ月の変化3.98%3ヶ月変化42.41%1年変化210.17%3年間の変化590.57%5年間の変化401.37%IPOからの変化771.43%最新ニュースBuy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 36% to AU$0.88. The fair value is estimated to be AU$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • May 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 26Macmahon Holdings Limited Announces Appointment of Tom Quinn as Independent Non-Executive Director, Effective March 16, 2026Macmahon Holdings Limited announced the appointment of Mr. Tom Quinn as an Independent Non-Executive Director to the Macmahon Board, effective from March 16, 2026. Mr. Quinn is an experienced executive across multiple sectors, including mining, engineering and construction, manufacturing, oil and gas, food, and chemical industries. Mr. Quinn’s experience includes leading multi-billion-dollar businesses in Australia, Asia and North America undertaking mergers and acquisitions, operational risk mitigation, and multi-billion-dollar project and services portfolios. From 2010 to 2013 Mr. Quinn was named as one of the top 100 engineers in Australia by Engineers Australia. Mr. Quinn holds a Bachelor of Science in Mechanical Engineering (Hons) and a Master of Business Administration, both from Monash University. He is currently the Non-Executive Chair of Pitt & Sherry, Deputy Chair of St Vincent de Paul Society, Victoria, and Chair of VincentCare Community Housing.お知らせ • Feb 17+ 1 more updateMacmahon Holdings Limited Announces Fully Franked Interim Dividend or the Six-Month Period Ending 31 December 2025, Payable on 10 April 2026Macmahon Holdings Limited announced its Board has declared a fully franked interim dividend of 0.95 cents per share for the six-month period ending 31 December 2025 (`1H26') (1H25: 0.55 cents per share), up 73%. This represents a 37.1% dividend payout ratio which is in line with Macmahon's increased dividend payout range of 30% - 45% of underlying earnings per share. The interim dividend has a record date of 20 March 2026 and will be paid on 10 April 2026.お知らせ • Feb 12Macmahon Holdings Limited to Report First Half, 2026 Results on Feb 17, 2026Macmahon Holdings Limited announced that they will report first half, 2026 results on Feb 17, 2026最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 36% to AU$0.88. The fair value is estimated to be AU$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Board Change • May 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Feb 26Macmahon Holdings Limited Announces Appointment of Tom Quinn as Independent Non-Executive Director, Effective March 16, 2026Macmahon Holdings Limited announced the appointment of Mr. Tom Quinn as an Independent Non-Executive Director to the Macmahon Board, effective from March 16, 2026. Mr. Quinn is an experienced executive across multiple sectors, including mining, engineering and construction, manufacturing, oil and gas, food, and chemical industries. Mr. Quinn’s experience includes leading multi-billion-dollar businesses in Australia, Asia and North America undertaking mergers and acquisitions, operational risk mitigation, and multi-billion-dollar project and services portfolios. From 2010 to 2013 Mr. Quinn was named as one of the top 100 engineers in Australia by Engineers Australia. Mr. Quinn holds a Bachelor of Science in Mechanical Engineering (Hons) and a Master of Business Administration, both from Monash University. He is currently the Non-Executive Chair of Pitt & Sherry, Deputy Chair of St Vincent de Paul Society, Victoria, and Chair of VincentCare Community Housing.お知らせ • Feb 17+ 1 more updateMacmahon Holdings Limited Announces Fully Franked Interim Dividend or the Six-Month Period Ending 31 December 2025, Payable on 10 April 2026Macmahon Holdings Limited announced its Board has declared a fully franked interim dividend of 0.95 cents per share for the six-month period ending 31 December 2025 (`1H26') (1H25: 0.55 cents per share), up 73%. This represents a 37.1% dividend payout ratio which is in line with Macmahon's increased dividend payout range of 30% - 45% of underlying earnings per share. The interim dividend has a record date of 20 March 2026 and will be paid on 10 April 2026.お知らせ • Feb 12Macmahon Holdings Limited to Report First Half, 2026 Results on Feb 17, 2026Macmahon Holdings Limited announced that they will report first half, 2026 results on Feb 17, 2026Board Change • Dec 24High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Aug 26Macmahon Holdings Limited, Annual General Meeting, Oct 24, 2025Macmahon Holdings Limited, Annual General Meeting, Oct 24, 2025.Declared Dividend • Aug 21Final dividend increased to AU$0.0095Dividend of AU$0.0095 is 58% higher than last year. Ex-date: 18th September 2025 Payment date: 10th October 2025 Dividend yield will be 3.6%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 19Full year 2025 earnings released: EPS: AU$0.035 (vs AU$0.025 in FY 2024)Full year 2025 results: EPS: AU$0.035 (up from AU$0.025 in FY 2024). Revenue: AU$2.43b (up 20% from FY 2024). Net income: AU$73.9m (up 39% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 13Macmahon Holdings Limited to Report Fiscal Year 2025 Results on Aug 19, 2025Macmahon Holdings Limited announced that they will report fiscal year 2025 results on Aug 19, 2025お知らせ • Feb 18+ 1 more updateMacmahon Holdings Limited Declares Fully Franked Interim Dividend for the Half Year Ended 31 December 2024, Payable on April 10, 2025The Board of Macmahon Holdings Limited has declared an increased interim dividend of 0.55 cents per share for the half year ended 31 December 2024, (first half 2024: 0.45 cents per share). This represents a 24.8% payout ratio which is in line with the Company's dividend policy payout range of 20% - 35% of underlying earnings per share. The interim dividend will be fully franked, has a record date of March 20, 2025, and will be paid on April 10, 2025.Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 19Macmahon Holdings Limited Announces Retirement of Denise Mccomish from BoardMacmahon Holdings Limited advises that Ms. Denise McComish has notified the Company of her intention to retire from the Board. The change will be effective following the completion of the upcoming Macmahon 2024 Annual General Meeting (AGM) on 29 October 2024. Ms. McComish has advised she will not seek re-election as a Director at the Company's upcoming AGM due to rebalancing her board portfolio. Outside of Macmahon, Ms. McComish serves as a Non-Executive Director of a number of ASX listed companies. Ms. McComish commenced as a Non-Executive Director of Macmahon on 1 March 2021, and in this time has served as Chair of the Audit and Risk Committee, Member of the Nomination Committee and Member of the Remuneration and Culture Committee.お知らせ • Sep 09Macmahon Holdings Limited, Annual General Meeting, Oct 29, 2024Macmahon Holdings Limited, Annual General Meeting, Oct 29, 2024.お知らせ • Aug 22Macmahon Holdings Limited Declares Final Dividend for the Year Ended 30 June 2024, Payable on 11 October 2024Macmahon Holdings Limited declared Final dividend of AUD 0.00600000 cents for the year ended 30 June 2024. Record date is 20 September 2024. Payment date is 11 October 2024. Ex Date is 19 September 2024.Declared Dividend • Aug 22Final dividend increased to AU$0.006Dividend of AU$0.006 is 33% higher than last year. Ex-date: 19th September 2024 Payment date: 11th October 2024 Dividend yield will be 3.4%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 17Macmahon Holdings Limited (ASX:MAH) completed the acquisition of Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others.Macmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 million on April 16, 2024. Under the scheme, Decmil ordinary shareholders are to receive AUD 0.30 cash per share, and Decmil RCPS holders are to receive AUD 0.343 cash per share. As of July 26, 2024, second Court Hearing to approve the Schemes is 10:00am (AWST) on Monday, August 5, 2024, and the Scheme Meetings will be held on July 31, 2024. Macmahon shareholders do not need to take any action. As of July 31, 2024, shareholders of Decmil Group Limited have approved the transaction. As of July 26, 2024, the Effective Date of the Scheme is August 6, 2024. Azure Capital and Highbury Partnership acted as joint financial advisers and HWL Ebsworth as legal adviser to Macmahon. Decmil is being advised by Steinepreis Paganin and MA Moelis Australia. Nicole Lewis of Computershare Investor Services Pty Limited acted as registrar and Nexia Melbourne Pty Ltd., Investment Banking Arm acted as fairness opinion provider to Decmil Group Limited (ASX:DCG). Macmahon Holdings Limited (ASX:MAH) completed the acquisition of Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others on August 15, 2024.お知らせ • Aug 14Macmahon Holdings Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Macmahon Holdings Limited announced that they will report fiscal year 2024 results on Aug 20, 2024お知らせ • Apr 18Macmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 millionMacmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 million on April 16, 2024. Under the scheme, Decmil ordinary shareholders are to receive AUD 0.30 cash per share, and Decmil RCPS holders are to receive AUD 0.343 cash per share. Azure Capital and Highbury Partnership acted as joint financial advisers and HWL Ebsworth as legal adviser to Macmahon. Decmil is being advised by Steinepreis Paganin and MA Moelis Australia.Declared Dividend • Feb 22First half dividend increased to AU$0.0045Dividend of AU$0.0045 is 50% higher than last year. Ex-date: 20th March 2024 Payment date: 11th April 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.017 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.017 (up from AU$0.011 in 1H 2023). Revenue: AU$966.3m (down 2.1% from 1H 2023). Net income: AU$36.5m (up 57% from 1H 2023). Profit margin: 3.8% (up from 2.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Feb 16Macmahon Holdings Limited to Report First Half, 2024 Results on Feb 20, 2024Macmahon Holdings Limited announced that they will report first half, 2024 results on Feb 20, 2024お知らせ • Jan 23Macmahon Holdings Limited Announces Executive Changes, Effective 31 January 2024Macmahon Holdings Limited announced that Ms Maha Chaar has been appointed as Company Secretary, effective 31 January 2024. Ms Chaar is currently Macmahon's General Counsel and has extensive national and international experience across legal, commercial, governance and risk across various sectors and industries. Ms Chaar holds a Master of Laws, Bachelor of Laws (Honours) and Bachelor of Science. Ms Chaar succeeds Mr. Ben Secrett, as Company Secretary, who resigns effective 31 January 2024, to take up another role. The Board thanks Mr. Secrett for his contribution to the Company and wishes him the best in his future endeavours.お知らせ • Oct 24Macmahon Holdings Limited Announces Board ChangesMacmahon Holdings Limited confirmed that Mr. Hamish Tyrwhitt is now the Chair of the Company's Board of Directors following the retirement of Ms Skira as a Director and Chair at the conclusion of the Company's 2023 Annual General Meeting held on Friday, 20 October 2023.お知らせ • Oct 21Macmahon Holdings Limited Reaffirms Earnings Guidance for the Fiscal Year 2024Macmahon Holdings Limited reaffirmed earnings guidance for the fiscal year 2024. The company's current expectations for fiscal year 2024 remain unchanged, being revenue guidance in the range of $1.7 billion to $1.8 billion. In the second half, the company saw improvement across the business, which was reflected in fourth quarter underlying EBITA margins reaching 8% long-term target. This performance saw to meet revenue and earnings guidance for the sixth consecutive year and generate free cash flow.Board Change • Aug 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Denise McComish was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 22+ 3 more updatesMacmahon Holdings Limited, Annual General Meeting, Oct 20, 2023Macmahon Holdings Limited, Annual General Meeting, Oct 20, 2023.Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.028 (vs AU$0.013 in FY 2022)Full year 2023 results: EPS: AU$0.028 (up from AU$0.013 in FY 2022). Revenue: AU$1.91b (up 13% from FY 2022). Net income: AU$57.7m (up 111% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Aug 15Macmahon Holdings Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Macmahon Holdings Limited announced that they will report fiscal year 2023 results on Aug 22, 2023お知らせ • Jul 13Macmahon Holdings Limited Announces Changes to Its Board of DirectorsMacmahon Holdings Limited announced changes to its Board of Directors (Board). After six years of valuable service, Non-Executive Directors Mr. Alex Ramlie and Mr. Arief Sidarto will step down from the Board effective 13 July 2023 to concentrate on commitments related to the initial public offering and listing of PT Amman Mineral Internasional on the Indonesia Stock Exchange. Mr. Ramlie and Mr. Sidarto are Executives of AMI, the parent company of PT Amman Mineral Nusa Tenggara, Macmahon's largest shareholder, and were appointed as nominee Directors to the Board on 12 July 2017 following shareholder approval of the transaction which saw AMNT acquire its strategic share in Macmahon. Details of the Transaction can be found in the Company's announcement `Notice of Extraordinary General Meeting/Proxy Form' released 13 June 2017. With the departures of Mr. Ramlie and Mr. Sidarto, AMNT proposed Mr. David Gibbs as its nominee Director pursuant to its rights to nominate up to two persons to be appointed as Directors of the Company under the Alliance Agreement between the Company, AMNT and AMNT's controllers (see the Company's announcement `Binding Documentation Signed for AMNT Transaction' released 8 May 2017). The Board considers Mr. Gibbs to be a suitable nominee and has resolved to appoint Mr. Gibbs effective 13 July 2023. Mr. Gibbs is a Director at AMNT and has 40 years of international experience in large-scale mining operations with copper and gold, diamonds, uranium, coal (thermal and coke), talc andnickel laterite resources. His experience includes both underground and open pit mining, across South Africa, Namibia, Papua New Guinea, Australia, Thailand, and Indonesia. He holds a Bachelor of Science (Hons) degree in Mining Engineering, a Mine Manager Certificate First Class for Western Australia, and a Mine Manager Certificate from South Africa. Mr. Gibbs is also a Fellow of The Royal School of Mines (ARSM) and a Chartered Engineer (C Eng). The Board will now consist of six Directors, reduced from seven, with AMNT choosing to appoint only one nominee Director at this time, while reserving all rights to appoint an additional nominee director at a later date.お知らせ • Jun 29Macmahon Holdings Limited Revises Financial Guidance for the Fiscal Year 2023Macmahon Holdings Limited revised financial guidance for the fiscal year 2023. On 21 February 2023, the company announced its revised fiscal year 2023 guidance, expecting revenue of between $1.85 billion and $1.95 billion. The company now expects fiscal year 2023 revenue of approximately $1.9 billion.Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.002 in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.002 in 1H 2022). Revenue: AU$987.2m (up 22% from 1H 2022). Net income: AU$23.3m (up AU$20.0m from 1H 2022). Profit margin: 2.4% (up from 0.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.お知らせ • Feb 16Macmahon Holdings Limited to Report First Half, 2023 Results on Feb 21, 2023Macmahon Holdings Limited announced that they will report first half, 2023 results on Feb 21, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.013 (vs AU$0.036 in FY 2021)Full year 2022 results: EPS: AU$0.013 (down from AU$0.036 in FY 2021). Revenue: AU$1.70b (up 26% from FY 2021). Net income: AU$27.4m (down 64% from FY 2021). Profit margin: 1.6% (down from 5.6% in FY 2021). Over the next year, revenue is expected to shrink by 1.3% compared to a 80,096% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Recent Insider Transactions • Mar 16Board Member recently bought AU$50k worth of stockOn the 8th of March, Denise McComish bought around 295k shares on-market at roughly AU$0.17 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.002 (down from AU$0.021 in 1H 2021). Revenue: AU$809.7m (up 24% from 1H 2021). Net income: AU$3.28m (down 92% from 1H 2021). Profit margin: 0.4% (down from 6.6% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 4.7%, compared to a 761% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Sep 10Non-Independent Non-Executive Director recently bought AU$51k worth of stockOn the 6th of September, Arief Sidarto bought around 201k shares on-market at roughly AU$0.26 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$535k more in shares than they have sold in the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.037 (vs AU$0.031 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.36b (down 1.1% from FY 2020). Net income: AU$77.2m (up 19% from FY 2020). Profit margin: 5.7% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Recent Insider Transactions • May 19Board Member recently bought AU$56k worth of stockOn the 17th of May, Denise McComish bought around 275k shares on-market at roughly AU$0.20 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$99k. Insiders have collectively bought AU$573k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Mar 31Independent Non-Executive Director recently bought AU$99k worth of stockOn the 30th of March, Bruce Munro bought around 500k shares on-market at roughly AU$0.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$468k more in shares than they have sold in the last 12 months.Recent Insider Transactions • Feb 27Non-Independent Non-Executive Director recently bought AU$54k worth of stockOn the 26th of February, Alexander Ramlie bought around 201k shares on-market at roughly AU$0.27 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$374k more in shares than they have sold in the last 12 months.Is New 90 Day High Low • Feb 24New 90-day low: AU$0.23The company is down 6.0% from its price of AU$0.24 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.68 per share.Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.021 (vs AU$0.014 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$652.5m (down 5.0% from 1H 2020). Net income: AU$44.8m (up 56% from 1H 2020). Profit margin: 6.9% (up from 4.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Dec 08New 90-day high: AU$0.27The company is up 8.0% from its price of AU$0.25 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.59 per share.Is New 90 Day High Low • Oct 21New 90-day low: AU$0.23The company is down 11% from its price of AU$0.26 on 23 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.64 per share.Is New 90 Day High Low • Oct 03New 90-day low: AU$0.24The company is down 5.0% from its price of AU$0.26 on 03 July 2020. The Australian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.66 per share.お知らせ • Sep 17Calidus Resources Limited Selects Macmahon Holdings Limited as Preferred Mining ContractorMacmahon Holdings Limited confirmed that it has been selected by Calidus Resources Limited as the preferred mining contractor for the Warrawoona gold project in Western Australia. This project involves the development of a new open cut mine in the Pilbara region, with the scope of work for Macmahon to include all open cut mining activities, and potentially some early stage civil works. Macmahon estimates the open cut mining work will generate approximately $220 million in revenue over 54 months and require capital expenditure of circa $30 million. There is also potential for the Warrawoona project to include underground mining, which could represent a further opportunity for Macmahon when this is developed. Macmahon expects it will start work on site in the first half of 2021, with the project to eventually employ more than 120 Macmahon personnel. Other project awards: Macmahon has also recently been awarded the following contracts with new clients in Western Australia: A civil contract with Strandline Resources to construct the site access road and perform other bulk earthworks at its Coburn mineral sands project. This contract is subject to receiving a Notice to Proceed from Strandline; and An underground contract with Bellevue Gold to construct a new portal and refurbish the existing decline at the Bellevue gold mine. Together these two contracts are expected to generate revenue of $30 million, and when combined with the Warrawoona project will increase Macmahon's order book by approximately $250 million.株主還元MAHAU Metals and MiningAU 市場7D-1.1%-6.1%-0.9%1Y210.2%47.3%0.01%株主還元を見る業界別リターン: MAH過去 1 年間で47.3 % の収益を上げたAustralian Metals and Mining業界を上回りました。リターン対市場: MAH過去 1 年間で0 % の収益を上げたAustralian市場を上回りました。価格変動Is MAH's price volatile compared to industry and market?MAH volatilityMAH Average Weekly Movement8.0%Metals and Mining Industry Average Movement12.1%Market Average Movement10.1%10% most volatile stocks in AU Market17.2%10% least volatile stocks in AU Market4.1%安定した株価: MAH 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: MAHの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト196310,220Mick Finneganwww.macmahon.com.auマックマホン・ホールディングス・リミテッドは、オーストラリアと東南アジアの鉱山会社に地上採掘、地下採掘、採掘支援、土木インフラサービスを提供している。3つのセグメントで事業を展開している：地表採掘、地下採掘、国際採掘。同社は、バルク・選択採掘、鉱山計画・分析、ドリル・発破、破砕・篩い分け、固定プラント・メンテナンス、水管理、設備運転・メンテナンス、テクノロジー・ソリューションなどの地上採掘サービス、鉱山開発・生産、嵩上げ・生産掘削、ケーブル・ボルト、ショットクリーティング、リモート・シャフト・ライニング、ペースト充填、立坑掘削などの坑内採掘サービスを提供している。また、表土・残土剥ぎ取り、バルク土工、道路設計・建設、鉱山インフラ・サービス、列車積載設備などの採掘支援サービス、ダム、小川迂回路、洪水堤防、排水構造物などの水インフラ、緑化、非工程インフラ、リハビリテーションの監視・保守、立坑のライニング・保守、立坑据付、鉱石パスライナー、巻上機改修、緊急脱出システム、ポンプ場・立上り本管、現場作業場・インフラ、運搬・破砕・マテリアルハンドリングなどのエンジニアリングサービスも提供している。さらに同社は、オペレーターの指導や業界スキルのトレーニング、従業員向けの文化改革プログラム、鉱山計画、メンテナンス、従業員エンゲージメントに関する助言・支援サービス、設備メンテナンス、経営支援サービスを含む、アドバイザリー業務改善サービスを提供している。同社は1963年に法人化され、オーストラリアのパースに本社を置いている。もっと見るMacmahon Holdings Limited 基礎のまとめMacmahon Holdings の収益と売上を時価総額と比較するとどうか。MAH 基礎統計学時価総額AU$1.96b収益（TTM）AU$92.13m売上高(TTM)AU$2.56b21.3xPER（株価収益率0.8xP/SレシオMAH 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MAH 損益計算書（TTM）収益AU$2.56b売上原価AU$689.39m売上総利益AU$1.87bその他の費用AU$1.77b収益AU$92.13m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.043グロス・マージン73.03%純利益率3.60%有利子負債／自己資本比率45.0%MAH の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.6%現在の配当利回り44%配当性向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2026/06/12 18:35終値2026/06/12 00:00収益2025/12/31年間収益2025/06/30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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Macmahon Holdings Limited 3 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。12 アナリスト機関Megan Kirby-LewisBarrenjoey Markets Pty LimitedMarcus BarnardBell PotterCameron BellCanaccord Genuity9 その他のアナリストを表示
Buy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 36% to AU$0.88. The fair value is estimated to be AU$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • May 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 26Macmahon Holdings Limited Announces Appointment of Tom Quinn as Independent Non-Executive Director, Effective March 16, 2026Macmahon Holdings Limited announced the appointment of Mr. Tom Quinn as an Independent Non-Executive Director to the Macmahon Board, effective from March 16, 2026. Mr. Quinn is an experienced executive across multiple sectors, including mining, engineering and construction, manufacturing, oil and gas, food, and chemical industries. Mr. Quinn’s experience includes leading multi-billion-dollar businesses in Australia, Asia and North America undertaking mergers and acquisitions, operational risk mitigation, and multi-billion-dollar project and services portfolios. From 2010 to 2013 Mr. Quinn was named as one of the top 100 engineers in Australia by Engineers Australia. Mr. Quinn holds a Bachelor of Science in Mechanical Engineering (Hons) and a Master of Business Administration, both from Monash University. He is currently the Non-Executive Chair of Pitt & Sherry, Deputy Chair of St Vincent de Paul Society, Victoria, and Chair of VincentCare Community Housing.
お知らせ • Feb 17+ 1 more updateMacmahon Holdings Limited Announces Fully Franked Interim Dividend or the Six-Month Period Ending 31 December 2025, Payable on 10 April 2026Macmahon Holdings Limited announced its Board has declared a fully franked interim dividend of 0.95 cents per share for the six-month period ending 31 December 2025 (`1H26') (1H25: 0.55 cents per share), up 73%. This represents a 37.1% dividend payout ratio which is in line with Macmahon's increased dividend payout range of 30% - 45% of underlying earnings per share. The interim dividend has a record date of 20 March 2026 and will be paid on 10 April 2026.
お知らせ • Feb 12Macmahon Holdings Limited to Report First Half, 2026 Results on Feb 17, 2026Macmahon Holdings Limited announced that they will report first half, 2026 results on Feb 17, 2026
Buy Or Sell Opportunity • Jun 11Now 21% undervaluedOver the last 90 days, the stock has risen 36% to AU$0.88. The fair value is estimated to be AU$1.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Board Change • May 01High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Feb 26Macmahon Holdings Limited Announces Appointment of Tom Quinn as Independent Non-Executive Director, Effective March 16, 2026Macmahon Holdings Limited announced the appointment of Mr. Tom Quinn as an Independent Non-Executive Director to the Macmahon Board, effective from March 16, 2026. Mr. Quinn is an experienced executive across multiple sectors, including mining, engineering and construction, manufacturing, oil and gas, food, and chemical industries. Mr. Quinn’s experience includes leading multi-billion-dollar businesses in Australia, Asia and North America undertaking mergers and acquisitions, operational risk mitigation, and multi-billion-dollar project and services portfolios. From 2010 to 2013 Mr. Quinn was named as one of the top 100 engineers in Australia by Engineers Australia. Mr. Quinn holds a Bachelor of Science in Mechanical Engineering (Hons) and a Master of Business Administration, both from Monash University. He is currently the Non-Executive Chair of Pitt & Sherry, Deputy Chair of St Vincent de Paul Society, Victoria, and Chair of VincentCare Community Housing.
お知らせ • Feb 17+ 1 more updateMacmahon Holdings Limited Announces Fully Franked Interim Dividend or the Six-Month Period Ending 31 December 2025, Payable on 10 April 2026Macmahon Holdings Limited announced its Board has declared a fully franked interim dividend of 0.95 cents per share for the six-month period ending 31 December 2025 (`1H26') (1H25: 0.55 cents per share), up 73%. This represents a 37.1% dividend payout ratio which is in line with Macmahon's increased dividend payout range of 30% - 45% of underlying earnings per share. The interim dividend has a record date of 20 March 2026 and will be paid on 10 April 2026.
お知らせ • Feb 12Macmahon Holdings Limited to Report First Half, 2026 Results on Feb 17, 2026Macmahon Holdings Limited announced that they will report first half, 2026 results on Feb 17, 2026
Board Change • Dec 24High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. CEO, COO, MD & Director Mick Finnegan is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Aug 26Macmahon Holdings Limited, Annual General Meeting, Oct 24, 2025Macmahon Holdings Limited, Annual General Meeting, Oct 24, 2025.
Declared Dividend • Aug 21Final dividend increased to AU$0.0095Dividend of AU$0.0095 is 58% higher than last year. Ex-date: 18th September 2025 Payment date: 10th October 2025 Dividend yield will be 3.6%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (4% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 20% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 19Full year 2025 earnings released: EPS: AU$0.035 (vs AU$0.025 in FY 2024)Full year 2025 results: EPS: AU$0.035 (up from AU$0.025 in FY 2024). Revenue: AU$2.43b (up 20% from FY 2024). Net income: AU$73.9m (up 39% from FY 2024). Profit margin: 3.0% (up from 2.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Aug 18High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 13Macmahon Holdings Limited to Report Fiscal Year 2025 Results on Aug 19, 2025Macmahon Holdings Limited announced that they will report fiscal year 2025 results on Aug 19, 2025
お知らせ • Feb 18+ 1 more updateMacmahon Holdings Limited Declares Fully Franked Interim Dividend for the Half Year Ended 31 December 2024, Payable on April 10, 2025The Board of Macmahon Holdings Limited has declared an increased interim dividend of 0.55 cents per share for the half year ended 31 December 2024, (first half 2024: 0.45 cents per share). This represents a 24.8% payout ratio which is in line with the Company's dividend policy payout range of 20% - 35% of underlying earnings per share. The interim dividend will be fully franked, has a record date of March 20, 2025, and will be paid on April 10, 2025.
Board Change • Feb 04High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 24High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Maree Arnason was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 19Macmahon Holdings Limited Announces Retirement of Denise Mccomish from BoardMacmahon Holdings Limited advises that Ms. Denise McComish has notified the Company of her intention to retire from the Board. The change will be effective following the completion of the upcoming Macmahon 2024 Annual General Meeting (AGM) on 29 October 2024. Ms. McComish has advised she will not seek re-election as a Director at the Company's upcoming AGM due to rebalancing her board portfolio. Outside of Macmahon, Ms. McComish serves as a Non-Executive Director of a number of ASX listed companies. Ms. McComish commenced as a Non-Executive Director of Macmahon on 1 March 2021, and in this time has served as Chair of the Audit and Risk Committee, Member of the Nomination Committee and Member of the Remuneration and Culture Committee.
お知らせ • Sep 09Macmahon Holdings Limited, Annual General Meeting, Oct 29, 2024Macmahon Holdings Limited, Annual General Meeting, Oct 29, 2024.
お知らせ • Aug 22Macmahon Holdings Limited Declares Final Dividend for the Year Ended 30 June 2024, Payable on 11 October 2024Macmahon Holdings Limited declared Final dividend of AUD 0.00600000 cents for the year ended 30 June 2024. Record date is 20 September 2024. Payment date is 11 October 2024. Ex Date is 19 September 2024.
Declared Dividend • Aug 22Final dividend increased to AU$0.006Dividend of AU$0.006 is 33% higher than last year. Ex-date: 19th September 2024 Payment date: 11th October 2024 Dividend yield will be 3.4%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 82% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 17Macmahon Holdings Limited (ASX:MAH) completed the acquisition of Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others.Macmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 million on April 16, 2024. Under the scheme, Decmil ordinary shareholders are to receive AUD 0.30 cash per share, and Decmil RCPS holders are to receive AUD 0.343 cash per share. As of July 26, 2024, second Court Hearing to approve the Schemes is 10:00am (AWST) on Monday, August 5, 2024, and the Scheme Meetings will be held on July 31, 2024. Macmahon shareholders do not need to take any action. As of July 31, 2024, shareholders of Decmil Group Limited have approved the transaction. As of July 26, 2024, the Effective Date of the Scheme is August 6, 2024. Azure Capital and Highbury Partnership acted as joint financial advisers and HWL Ebsworth as legal adviser to Macmahon. Decmil is being advised by Steinepreis Paganin and MA Moelis Australia. Nicole Lewis of Computershare Investor Services Pty Limited acted as registrar and Nexia Melbourne Pty Ltd., Investment Banking Arm acted as fairness opinion provider to Decmil Group Limited (ASX:DCG). Macmahon Holdings Limited (ASX:MAH) completed the acquisition of Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others on August 15, 2024.
お知らせ • Aug 14Macmahon Holdings Limited to Report Fiscal Year 2024 Results on Aug 20, 2024Macmahon Holdings Limited announced that they will report fiscal year 2024 results on Aug 20, 2024
お知らせ • Apr 18Macmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 millionMacmahon Holdings Limited (ASX:MAH) agreed to acquire Decmil Group Limited (ASX:DCG) fromThorney Investment Group Australia Pty. Ltd., Horley Pty Ltd and others for AUD 100 million on April 16, 2024. Under the scheme, Decmil ordinary shareholders are to receive AUD 0.30 cash per share, and Decmil RCPS holders are to receive AUD 0.343 cash per share. Azure Capital and Highbury Partnership acted as joint financial advisers and HWL Ebsworth as legal adviser to Macmahon. Decmil is being advised by Steinepreis Paganin and MA Moelis Australia.
Declared Dividend • Feb 22First half dividend increased to AU$0.0045Dividend of AU$0.0045 is 50% higher than last year. Ex-date: 20th March 2024 Payment date: 11th April 2024 Dividend yield will be 4.7%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.017 (vs AU$0.011 in 1H 2023)First half 2024 results: EPS: AU$0.017 (up from AU$0.011 in 1H 2023). Revenue: AU$966.3m (down 2.1% from 1H 2023). Net income: AU$36.5m (up 57% from 1H 2023). Profit margin: 3.8% (up from 2.4% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Feb 16Macmahon Holdings Limited to Report First Half, 2024 Results on Feb 20, 2024Macmahon Holdings Limited announced that they will report first half, 2024 results on Feb 20, 2024
お知らせ • Jan 23Macmahon Holdings Limited Announces Executive Changes, Effective 31 January 2024Macmahon Holdings Limited announced that Ms Maha Chaar has been appointed as Company Secretary, effective 31 January 2024. Ms Chaar is currently Macmahon's General Counsel and has extensive national and international experience across legal, commercial, governance and risk across various sectors and industries. Ms Chaar holds a Master of Laws, Bachelor of Laws (Honours) and Bachelor of Science. Ms Chaar succeeds Mr. Ben Secrett, as Company Secretary, who resigns effective 31 January 2024, to take up another role. The Board thanks Mr. Secrett for his contribution to the Company and wishes him the best in his future endeavours.
お知らせ • Oct 24Macmahon Holdings Limited Announces Board ChangesMacmahon Holdings Limited confirmed that Mr. Hamish Tyrwhitt is now the Chair of the Company's Board of Directors following the retirement of Ms Skira as a Director and Chair at the conclusion of the Company's 2023 Annual General Meeting held on Friday, 20 October 2023.
お知らせ • Oct 21Macmahon Holdings Limited Reaffirms Earnings Guidance for the Fiscal Year 2024Macmahon Holdings Limited reaffirmed earnings guidance for the fiscal year 2024. The company's current expectations for fiscal year 2024 remain unchanged, being revenue guidance in the range of $1.7 billion to $1.8 billion. In the second half, the company saw improvement across the business, which was reflected in fourth quarter underlying EBITA margins reaching 8% long-term target. This performance saw to meet revenue and earnings guidance for the sixth consecutive year and generate free cash flow.
Board Change • Aug 24Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Denise McComish was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 22+ 3 more updatesMacmahon Holdings Limited, Annual General Meeting, Oct 20, 2023Macmahon Holdings Limited, Annual General Meeting, Oct 20, 2023.
Reported Earnings • Aug 22Full year 2023 earnings released: EPS: AU$0.028 (vs AU$0.013 in FY 2022)Full year 2023 results: EPS: AU$0.028 (up from AU$0.013 in FY 2022). Revenue: AU$1.91b (up 13% from FY 2022). Net income: AU$57.7m (up 111% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.1% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 15Macmahon Holdings Limited to Report Fiscal Year 2023 Results on Aug 22, 2023Macmahon Holdings Limited announced that they will report fiscal year 2023 results on Aug 22, 2023
お知らせ • Jul 13Macmahon Holdings Limited Announces Changes to Its Board of DirectorsMacmahon Holdings Limited announced changes to its Board of Directors (Board). After six years of valuable service, Non-Executive Directors Mr. Alex Ramlie and Mr. Arief Sidarto will step down from the Board effective 13 July 2023 to concentrate on commitments related to the initial public offering and listing of PT Amman Mineral Internasional on the Indonesia Stock Exchange. Mr. Ramlie and Mr. Sidarto are Executives of AMI, the parent company of PT Amman Mineral Nusa Tenggara, Macmahon's largest shareholder, and were appointed as nominee Directors to the Board on 12 July 2017 following shareholder approval of the transaction which saw AMNT acquire its strategic share in Macmahon. Details of the Transaction can be found in the Company's announcement `Notice of Extraordinary General Meeting/Proxy Form' released 13 June 2017. With the departures of Mr. Ramlie and Mr. Sidarto, AMNT proposed Mr. David Gibbs as its nominee Director pursuant to its rights to nominate up to two persons to be appointed as Directors of the Company under the Alliance Agreement between the Company, AMNT and AMNT's controllers (see the Company's announcement `Binding Documentation Signed for AMNT Transaction' released 8 May 2017). The Board considers Mr. Gibbs to be a suitable nominee and has resolved to appoint Mr. Gibbs effective 13 July 2023. Mr. Gibbs is a Director at AMNT and has 40 years of international experience in large-scale mining operations with copper and gold, diamonds, uranium, coal (thermal and coke), talc andnickel laterite resources. His experience includes both underground and open pit mining, across South Africa, Namibia, Papua New Guinea, Australia, Thailand, and Indonesia. He holds a Bachelor of Science (Hons) degree in Mining Engineering, a Mine Manager Certificate First Class for Western Australia, and a Mine Manager Certificate from South Africa. Mr. Gibbs is also a Fellow of The Royal School of Mines (ARSM) and a Chartered Engineer (C Eng). The Board will now consist of six Directors, reduced from seven, with AMNT choosing to appoint only one nominee Director at this time, while reserving all rights to appoint an additional nominee director at a later date.
お知らせ • Jun 29Macmahon Holdings Limited Revises Financial Guidance for the Fiscal Year 2023Macmahon Holdings Limited revised financial guidance for the fiscal year 2023. On 21 February 2023, the company announced its revised fiscal year 2023 guidance, expecting revenue of between $1.85 billion and $1.95 billion. The company now expects fiscal year 2023 revenue of approximately $1.9 billion.
Reported Earnings • Feb 22First half 2023 earnings released: EPS: AU$0.011 (vs AU$0.002 in 1H 2022)First half 2023 results: EPS: AU$0.011 (up from AU$0.002 in 1H 2022). Revenue: AU$987.2m (up 22% from 1H 2022). Net income: AU$23.3m (up AU$20.0m from 1H 2022). Profit margin: 2.4% (up from 0.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 18% per year.
お知らせ • Feb 16Macmahon Holdings Limited to Report First Half, 2023 Results on Feb 21, 2023Macmahon Holdings Limited announced that they will report first half, 2023 results on Feb 21, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director Denise McComish was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$0.013 (vs AU$0.036 in FY 2021)Full year 2022 results: EPS: AU$0.013 (down from AU$0.036 in FY 2021). Revenue: AU$1.70b (up 26% from FY 2021). Net income: AU$27.4m (down 64% from FY 2021). Profit margin: 1.6% (down from 5.6% in FY 2021). Over the next year, revenue is expected to shrink by 1.3% compared to a 80,096% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Recent Insider Transactions • Mar 16Board Member recently bought AU$50k worth of stockOn the 8th of March, Denise McComish bought around 295k shares on-market at roughly AU$0.17 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$369k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2022 results: EPS: AU$0.002 (down from AU$0.021 in 1H 2021). Revenue: AU$809.7m (up 24% from 1H 2021). Net income: AU$3.28m (down 92% from 1H 2021). Profit margin: 0.4% (down from 6.6% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 19%. Over the next year, revenue is forecast to grow 4.7%, compared to a 761% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Sep 10Non-Independent Non-Executive Director recently bought AU$51k worth of stockOn the 6th of September, Arief Sidarto bought around 201k shares on-market at roughly AU$0.26 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$535k more in shares than they have sold in the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.037 (vs AU$0.031 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: AU$1.36b (down 1.1% from FY 2020). Net income: AU$77.2m (up 19% from FY 2020). Profit margin: 5.7% (up from 4.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • May 19Board Member recently bought AU$56k worth of stockOn the 17th of May, Denise McComish bought around 275k shares on-market at roughly AU$0.20 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$99k. Insiders have collectively bought AU$573k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Mar 31Independent Non-Executive Director recently bought AU$99k worth of stockOn the 30th of March, Bruce Munro bought around 500k shares on-market at roughly AU$0.20 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$468k more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Feb 27Non-Independent Non-Executive Director recently bought AU$54k worth of stockOn the 26th of February, Alexander Ramlie bought around 201k shares on-market at roughly AU$0.27 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$374k more in shares than they have sold in the last 12 months.
Is New 90 Day High Low • Feb 24New 90-day low: AU$0.23The company is down 6.0% from its price of AU$0.24 on 26 November 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.68 per share.
Reported Earnings • Feb 24First half 2021 earnings released: EPS AU$0.021 (vs AU$0.014 in 1H 2020)The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: AU$652.5m (down 5.0% from 1H 2020). Net income: AU$44.8m (up 56% from 1H 2020). Profit margin: 6.9% (up from 4.2% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Dec 08New 90-day high: AU$0.27The company is up 8.0% from its price of AU$0.25 on 09 September 2020. The Australian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.59 per share.
Is New 90 Day High Low • Oct 21New 90-day low: AU$0.23The company is down 11% from its price of AU$0.26 on 23 July 2020. The Australian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.64 per share.
Is New 90 Day High Low • Oct 03New 90-day low: AU$0.24The company is down 5.0% from its price of AU$0.26 on 03 July 2020. The Australian market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$0.66 per share.
お知らせ • Sep 17Calidus Resources Limited Selects Macmahon Holdings Limited as Preferred Mining ContractorMacmahon Holdings Limited confirmed that it has been selected by Calidus Resources Limited as the preferred mining contractor for the Warrawoona gold project in Western Australia. This project involves the development of a new open cut mine in the Pilbara region, with the scope of work for Macmahon to include all open cut mining activities, and potentially some early stage civil works. Macmahon estimates the open cut mining work will generate approximately $220 million in revenue over 54 months and require capital expenditure of circa $30 million. There is also potential for the Warrawoona project to include underground mining, which could represent a further opportunity for Macmahon when this is developed. Macmahon expects it will start work on site in the first half of 2021, with the project to eventually employ more than 120 Macmahon personnel. Other project awards: Macmahon has also recently been awarded the following contracts with new clients in Western Australia: A civil contract with Strandline Resources to construct the site access road and perform other bulk earthworks at its Coburn mineral sands project. This contract is subject to receiving a Notice to Proceed from Strandline; and An underground contract with Bellevue Gold to construct a new portal and refurbish the existing decline at the Bellevue gold mine. Together these two contracts are expected to generate revenue of $30 million, and when combined with the Warrawoona project will increase Macmahon's order book by approximately $250 million.
