Announcement • Jan 14
Amotiv Limited to Report First Half, 2026 Results on Feb 10, 2026 Amotiv Limited announced that they will report first half, 2026 results on Feb 10, 2026 Recent Insider Transactions • Aug 22
Independent Non-Executive Director recently bought AU$250k worth of stock On the 14th of August, James Fazzino bought around 26k shares on-market at roughly AU$9.50 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$514k more in shares than they have sold in the last 12 months. Declared Dividend • Aug 18
Final dividend of AU$0.22 announced Shareholders will receive a dividend of AU$0.22. Ex-date: 27th August 2025 Payment date: 16th September 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (44% cash payout ratio). The dividend has increased over the past 10 years. However, payments have been volatile during that time. Announcement • Aug 04
Amotiv Limited, Annual General Meeting, Oct 24, 2025 Amotiv Limited, Annual General Meeting, Oct 24, 2025. Location: at melbourne convention and exhibition centre, 1 convention centre place, south whar Australia Announcement • Jul 07
Amotiv Limited to Report Fiscal Year 2025 Results on Aug 13, 2025 Amotiv Limited announced that they will report fiscal year 2025 results on Aug 13, 2025 Declared Dividend • Feb 14
First half dividend of AU$0.18 announced Shareholders will receive a dividend of AU$0.18. Ex-date: 21st February 2025 Payment date: 7th March 2025 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (70% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 49% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Feb 13
Amotiv Limited Announces Fully Franked Interim Dividend in Respect of the 2025, Payable on 7 March 2025 On 12 February 2025, the Board of Directors of Amotiv Limited determined to pay a fully franked interim dividend in respect of the 2025 financial year of AUD 0.18500000 per share. The record date for the dividend is 24 February 2025 and the dividend will be paid on 7 March 2025, Ex date is February 21, 2025. Reported Earnings • Feb 12
First half 2025 earnings released: EPS: AU$0.23 (vs AU$0.36 in 1H 2024) First half 2025 results: EPS: AU$0.23 (down from AU$0.36 in 1H 2024). Revenue: AU$503.7m (up 2.2% from 1H 2024). Net income: AU$33.0m (down 36% from 1H 2024). Profit margin: 6.6% (down from 10% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Feb 12
Amotiv Limited Announces Board and Committee Changes, Effective 1 March 2025 Amotiv Board announced the appointment of Ms Raelene Murphy as an independent Non-Executive Director of Amotiv Limited and as Chair of the Board's Audit Committee, with effect from 1 March 2025. Ms Murphy is a highly respected and experienced ASX listed company non-executive director with a deep understanding of corporate governance, corporate transactions, financial management and cyber/digital. She is a proven Audit & Risk Committee Chair with a strong record of embedding and enhancing risk management through leadership from that Committee. Ms Murphy is currently a member of a number of ASX listed company boards including Bega, Tabcorp and Integral Diagnostics Ltd. where she also Chairs the Audit Committees. She also brings automotive industry experience from her non-executive directorship of Stillwell Motor Group. In addition, effective from 1 March 2025, Jennifer Douglas will become Chair of the Remuneration and People Committee and David Coolidge will become Chair of the Risk, Safety and Sustainability Committee, following David Robinson stepping down from the role of Chair of the Remuneration Committee after seven years. Announcement • Jan 24
Amotiv Limited to Report First Half, 2025 Results on Feb 12, 2025 Amotiv Limited announced that they will report first half, 2025 results on Feb 12, 2025 Announcement • Sep 12
Amotiv Limited, Annual General Meeting, Oct 21, 2024 Amotiv Limited, Annual General Meeting, Oct 21, 2024. Location: at clarendon rooms a & b, melbourne convention & exhibition centre, level 4, 2 clarendon street, south wharf, victoria 3006 Australia Announcement • Sep 11
Amotiv Limited Announces Actual Ordinary Fully Franked Final Dividend for the Twelve Months Ended June 30, 2024, Payable on September 12, 2024 Amotiv Limited announced Actual ordinary fully franked final dividend of AUD 0.22000000 per share for the twelve months ended June 30, 2024. Ex Date is August 23, 2024. Record Date is August 26, 2024. Payment Date is September 12, 2024. Declared Dividend • Aug 18
Final dividend of AU$0.22 announced Shareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Declared Dividend • Aug 16
Final dividend of AU$0.22 announced Shareholders will receive a dividend of AU$0.22. Ex-date: 23rd August 2024 Payment date: 12th September 2024 Dividend yield will be 3.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (57% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 1.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Aug 15
Amotiv Limited Announces the Retirement of Carole Campbell from the Board Amotiv Limited announced that Carole Campbell has advised the Board that she will not stand for re-election at this year's annual general meeting and will retire from the Board at the conclusion of that meeting. Reported Earnings • Aug 14
Full year 2024 earnings released: EPS: AU$0.71 (vs AU$0.70 in FY 2023) Full year 2024 results: EPS: AU$0.71 (up from AU$0.70 in FY 2023). Revenue: AU$987.2m (down 4.8% from FY 2023). Net income: AU$99.8m (up 1.2% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Aug 03
Now 21% undervalued Over the last 90 days, the stock has risen 6.7% to AU$10.71. The fair value is estimated to be AU$13.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Earnings per share has grown by 6.3%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period. Board Change • Jul 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Independent Non-Executive Director David Coolidge was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 15
GUD Holdings Limited to Report Fiscal Year 2024 Results on Aug 14, 2024 GUD Holdings Limited announced that they will report fiscal year 2024 results on Aug 14, 2024 Declared Dividend • Feb 16
First half dividend of AU$0.18 announced Shareholders will receive a dividend of AU$0.18. Ex-date: 23rd February 2024 Payment date: 8th March 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (53% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 14
First half 2024 earnings released: EPS: AU$0.36 (vs AU$0.32 in 1H 2023) First half 2024 results: EPS: AU$0.36 (up from AU$0.32 in 1H 2023). Revenue: AU$492.6m (down 4.7% from 1H 2023). Net income: AU$51.4m (up 13% from 1H 2023). Profit margin: 10% (up from 8.8% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Feb 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to AU$12.29. The fair value is estimated to be AU$10.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has declined by 8.8%. For the next 3 years, revenue is forecast to grow by 2.1% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period. Reported Earnings • Sep 15
Full year 2023 earnings released: EPS: AU$0.70 (vs AU$0.23 in FY 2022) Full year 2023 results: EPS: AU$0.70 (up from AU$0.23 in FY 2022). Revenue: AU$1.04b (up 24% from FY 2022). Net income: AU$98.6m (up 261% from FY 2022). Profit margin: 9.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Auto Components industry. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Upcoming Dividend • Aug 18
Upcoming dividend of AU$0.22 per share at 3.4% yield Eligible shareholders must have bought the stock before 25 August 2023. Payment date: 14 September 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Australian dividend payers (7.4%). Higher than average of industry peers (2.4%). Reported Earnings • Aug 15
Full year 2023 earnings released: EPS: AU$0.70 (vs AU$0.23 in FY 2022) Full year 2023 results: EPS: AU$0.70 (up from AU$0.23 in FY 2022). Revenue: AU$1.04b (up 24% from FY 2022). Net income: AU$98.6m (up 261% from FY 2022). Profit margin: 9.5% (up from 3.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Auto Components industry. 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. Announcement • Aug 07
Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million. Waterco Limited (ASX:WAT) signed a share sale agreement to acquire Davey Water Products Pty Ltd. from GUD Holdings Limited (ASX:GUD) for an enterprise value of AUD 64.9 million on August 7, 2023. Under the terms, enterprise value of AUD 64.9 million is before estimated customary net working capital (NWC) and net debt type adjustments. The net cash proceeds, post customary net working capital and net debt type adjustments, and consideration of a deferred vendor payment of AUD 1.25 million are expected to be approximately AUD 56 million. Waterco will finance the acquisition through bank loans. There are no changes in the composition of the Board and management of Waterco as a result of the acquisition. Under the terms of the agreement, completion will take place upon fulfilment of certain conditions precedent that are customary for a transaction of this nature. The acquisition does not require security holders’ approval and the parties expect that completion will take place on September 1, 2023. The proceeds from the sale will be used to further pay down debt. Announcement • Aug 01
GUD Holdings Limited, Annual General Meeting, Oct 26, 2023 GUD Holdings Limited, Annual General Meeting, Oct 26, 2023, at 10:00 AUS Eastern Standard Time. Announcement • Jun 21
GUD Holdings Limited Announces Executive Changes Effective August 1, 2023 G.U.D. Holdings Limited advises that Mr. Tyler will retire as Company Secretary & General Counsel effective from 1 August 2023. Ms Anne Mustow has been appointed as the Company Secretary & General Counsel with effect from 1 August 2023. Anne is an experienced general counsel and company secretary who has spent the last 16 years with the Wesfarmers Group and Australian Pharmaceutical Industries Limited. Before that, she was a Partner with Blake Dawson Waldron (now Ashurst) where she practiced in corporate law and mergers and acquisitions, The Board looks forward to working with Anne. Announcement • Jun 19
GUD Holdings Limited to Report Fiscal Year 2023 Results on Aug 15, 2023 GUD Holdings Limited announced that they will report fiscal year 2023 results on Aug 15, 2023 Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to AU$9.90, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Auto Components industry globally. Total returns to shareholders of 2.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$13.05 per share. Reported Earnings • Feb 16
First half 2023 earnings released: EPS: AU$0.32 (vs AU$0.21 in 1H 2022) First half 2023 results: EPS: AU$0.32 (up from AU$0.21 in 1H 2022). Revenue: AU$517.0m (up 56% from 1H 2022). Net income: AU$45.6m (up 89% from 1H 2022). Profit margin: 8.8% (up from 7.3% in 1H 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Auto Components industry in Australia. 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 6% per year, which means it has not declined as severely as earnings. Announcement • Feb 15
Gud Holdings Limited Announces Dividend for Period of Six Months Ended December 31, 2022, Payable on March 10, 2023 GUD Holdings Limited announces Dividend of AUD 0.17000000 for period of six months ended December 31, 2022. Ex dividend date is February 24, 2023, Record date is February 27, 2023, payable date is March 10, 2023. Announcement • Feb 07
GUD Holdings Limited to Report First Half, 2023 Results on Feb 15, 2023 GUD Holdings Limited announced that they will report first half, 2023 results on Feb 15, 2023 Recent Insider Transactions • Nov 03
CEO, MD & Director recently bought AU$76k worth of stock On the 28th of October, Graeme Whickman bought around 10k shares on-market at roughly AU$7.60 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth AU$87k. Graeme has been a buyer over the last 12 months, purchasing a net total of AU$163k worth in shares. Upcoming Dividend • Aug 19
Upcoming dividend of AU$0.22 per share Eligible shareholders must have bought the stock before 26 August 2022. Payment date: 13 September 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (2.2%). Recent Insider Transactions • Aug 18
CEO, MD & Director recently bought AU$87k worth of stock On the 16th of August, Graeme Whickman bought around 10k shares on-market at roughly AU$8.73 per share. This was the largest purchase by an insider in the last 3 months. This was Graeme's only on-market trade for the last 12 months. Reported Earnings • Aug 17
Full year 2022 earnings released: EPS: AU$0.23 (vs AU$0.67 in FY 2021) Full year 2022 results: EPS: AU$0.23 (down from AU$0.67 in FY 2021). Revenue: AU$835.5m (up 50% from FY 2021). Net income: AU$27.3m (down 55% from FY 2021). Profit margin: 3.3% (down from 11% in FY 2021). Over the next year, revenue is forecast to grow 23%, compared to a 20% growth forecast for the Auto Components industry in Australia. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment deteriorated over the past week After last week's 27% share price decline to AU$7.75, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Auto Components industry globally. Total loss to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.05 per share. Recent Insider Transactions • Dec 05
Insider recently bought AU$5.0m worth of stock On the 2nd of December, Ian Campbell bought around 4k shares on-market at roughly AU$1,115 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$5.1m more in shares than they have sold in the last 12 months. Executive Departure • Sep 01
Independent Non-Executive Deputy Chair Anne Templeman-Jones has left the company On the 31st of August, Anne Templeman-Jones' tenure as Independent Non-Executive Deputy Chair ended after less than a year in the role. As of June 2021, Anne still personally held 7.64k shares (AU$92k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 7.17 years. Upcoming Dividend • Aug 12
Upcoming dividend of AU$0.32 per share Eligible shareholders must have bought the stock before 19 August 2021. Payment date: 03 September 2021. Trailing yield: 5.0%. Within top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.9%). Reported Earnings • Aug 06
Full year 2021 earnings released: EPS AU$0.67 (vs AU$0.50 in FY 2020) The company reported a solid full year result with improved earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: AU$557.0m (up 27% from FY 2020). Net income: AU$61.0m (up 40% from FY 2020). Profit margin: 11% (in line with FY 2020). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 8% per year, which means it is performing significantly worse than earnings. Is New 90 Day High Low • Mar 10
New 90-day high: AU$13.03 The company is up 15% from its price of AU$11.31 on 10 December 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$13.60 per share. Reported Earnings • Feb 12
First half 2021 earnings released: EPS AU$0.34 (vs AU$0.31 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were flat. First half 2021 results: Revenue: AU$251.5m (up 11% from 1H 2020). Net income: AU$31.3m (up 18% from 1H 2020). Profit margin: 12% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 22%, compared to a 15% growth forecast for the Auto Components industry in Australia. Is New 90 Day High Low • Feb 08
New 90-day high: AU$12.62 The company is up 5.0% from its price of AU$12.04 on 10 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$8.68 per share. Is New 90 Day High Low • Jan 06
New 90-day low: AU$11.02 The company is down 8.0% from its price of AU$11.97 on 09 October 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components 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$8.52 per share. Is New 90 Day High Low • Oct 10
New 90-day high: AU$11.97 The company is up 2.0% from its price of AU$11.78 on 10 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 39% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.04 per share. Announcement • Oct 01
GUD Holdings Limited Announces Board Changes GUD Holdings Ltd. announced that Independent Non-Executive Director, and current Deputy Chairman, Mr. Graeme Billings has been appointed Chairman. Mr. Billings has been acting as Chair since 4 September 2020 following the resignation and very sad passing of previous Chairman, Mr. Mark Smith. Mr. Billings was appointed as a Non-Executive Director on 20 December 2011 and has been Chair of the Audit Committee until his appointment as Chairman. Independent Non-Executive Director Ms. Anne Templeman-Jones has been appointed Deputy Chair. Ms. Templeman-Jones will also assume the interim Chair of the Audit Committee. A process will be commenced for the appointment of a permanent Audit Committee Chair. The appointments conclude a process facilitated by an independent board consultancy and take effect from 1 October 2020. Is New 90 Day High Low • Sep 18
New 90-day low: AU$10.75 The company is down 7.0% from its price of AU$11.59 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$9.13 per share. Announcement • Jul 21
GUD Holdings Limited to Report Fiscal Year 2020 Results on Jul 28, 2020 GUD Holdings Limited announced that they will report fiscal year 2020 results at 10:41 PM, GMT Standard Time on Jul 28, 2020 
