View ValuationMacmahon Holdings 将来の成長Future 基準チェック /16Macmahon Holdings利益と収益がそれぞれ年間11.3%と6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.1% 11%なると予測されています。主要情報11.3%収益成長率11.03%EPS成長率Metals and Mining 収益成長14.9%収益成長率6.0%将来の株主資本利益率14.07%アナリストカバレッジLow最終更新日10 Apr 2026今後の成長に関する最新情報お知らせ • 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.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.すべての更新を表示Recent updatesBoard 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.業績と収益の成長予測CHIA:MAH - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/20283,00913114036936/30/20272,82611512335436/30/20262,68510592306312/31/20252,55692169337N/A9/30/20252,49283162335N/A6/30/20252,42774155334N/A3/31/20252,33660145306N/A12/31/20242,24447135278N/A9/30/20242,13750128275N/A6/30/20242,03153121271N/A3/31/20241,95862103290N/A12/31/20231,8857186309N/A9/30/20231,8966480288N/A6/30/20231,9065874267N/A3/31/20231,8915387252N/A12/31/20221,87647101236N/A9/30/20221,7873783232N/A6/30/20221,6982765228N/A3/31/20221,6043155232N/A12/31/20211,5103644237N/A9/30/20211,4315538238N/A6/30/20211,3537532239N/A3/31/20211,3507740215N/A12/31/20201,3477948192N/A9/30/20201,3647280193N/A6/30/20201,38165112194N/A3/31/20201,3155899174N/A12/31/20191,2485186154N/A9/30/20191,17549N/A123N/A6/30/20191,10346N/A93N/A12/31/201898247N/A100N/A9/30/201884639N/A103N/A6/30/201871031N/A106N/A12/31/20174658N/A41N/A9/30/20174141N/A36N/A6/30/2017363-6N/A30N/A3/31/2017343-6N/A21N/A12/31/2016322-6N/A12N/A9/30/20163182N/A11N/A6/30/201631311N/A9N/A3/31/2016374-42N/A22N/A12/31/2015435-94N/A35N/A9/30/2015548-157N/A44N/A6/30/2015660-221N/A54N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MAHの予測収益成長率 (年間11.3% ) は 貯蓄率 ( 3.6% ) を上回っています。収益対市場: MAHの収益 ( 11.3% ) Australian市場 ( 12% ) よりも低い成長が予測されています。高成長収益: MAHの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: MAHの収益 ( 6% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: MAHの収益 ( 6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MAHの 自己資本利益率 は、3年後には低くなると予測されています ( 14.1 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/05/26 17:41終値2026/05/26 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
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.
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.
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.