Tillkännagivande • Feb 27
MotorCycle Holdings Limited Declares A Fully Franked Ordinary Dividend for Six Months Ended December 31, 2025, Payable on 27 March 2026 MotorCycle Holdings Limited declared a fully franked ordinary dividend of 9.5 cents or AUD 0.09500000 per ordinary share for six months ended December 31, 2025, payable on 27 March 2026 with a record date of 13 March 2026, a 18.8% increase from the prior year. This dividend reflects commitment to delivering returns to shareholders while maintaining the financial flexibility to pursue strategic growth opportunities. Ex Date is 12 March 2026. Tillkännagivande • Feb 16
MotorCycle Holdings Limited to Report First Half, 2026 Results on Feb 26, 2026 MotorCycle Holdings Limited announced that they will report first half, 2026 results on Feb 26, 2026 Tillkännagivande • Aug 28
MotorCycle Holdings Limited, Annual General Meeting, Nov 26, 2025 MotorCycle Holdings Limited, Annual General Meeting, Nov 26, 2025. Tillkännagivande • Jul 11
Motorcycle Holdings Limited Announces Change of Registered Office MotorCycle Holdings Limited announced that effective 11 July 2025. the company's registered office address has changed to: C/- Source Governance, Level 35, One Eagle, 1 Eagle Street, Brisbane Qld 4000. The principal place of business remains unchanged: 68 Moss Street, Slacks Creek, Qld 4127. Tillkännagivande • Apr 03
Motorcycle Holdings Limited Appoints Ms. Nikki Thomas as Independent Non-Executive Director, Effective 3 April 2025 MotorCycle Holdings Limited announced the appointment of Ms. Nikki Thomas as an Independent Non-Executive Director effective 3 April 2025. Ms. Thomas will be Chair of the Audit & Risk Committee upon her appointment. Ms. Thomas is an accomplished Global Equities Portfolio Manager with over 30 years of experience in the financial services industry. As a Chartered Financial Analyst (CFA), Ms. Thomas brings a rigorous analytical approach to portfolio management and has a deep understanding of global equities markets and corporate strategy. Ms. Thomas's focus in Global Equities began in 2007 as a founding team member at Magellan Financial Group and helped grow the company to over $60 billion of assets under management. In 2018 she joined Alphinity Global and helped it establish and grow its presence in the Australian retail market. Ms Thomas currently works at Magellan, having returned in 2022. She previously held senior roles at Deutsche Bank and Bankers Trust where she specialized in Australian listed equities focused on consumer industries including Discretionary Retail, Supermarkets and Consumer Goods working closely with institutional investors and listed corporates. Ms. Thomas holds a Bachelor of Commerce from UNSW, became a Chartered Accountant while working at Price Waterhouse and is a Chartered Financial Analyst. Tillkännagivande • Feb 28
MotorCycle Holdings Limited Announces Resignation of Martin Ward as Non- Executive Director MotorCycle Holdings Limited announced that Mr. Martin Ward has resigned as Non- Executive Director effective immediately. Mr. Ward has resigned due to recent additional commitments related to his other corporate roles, and is unable to commit to his role as a Non-Executive Director with the Company. Tillkännagivande • Feb 17
MotorCycle Holdings Limited to Report First Half, 2025 Results on Feb 26, 2025 MotorCycle Holdings Limited announced that they will report first half, 2025 results on Feb 26, 2025 Tillkännagivande • Oct 25
MotorCycle Holdings Limited, Annual General Meeting, Nov 27, 2024 MotorCycle Holdings Limited, Annual General Meeting, Nov 27, 2024. Location: morgans financial, level 29, riverside centre, 123 eagle street, brisbane, queensland Australia New Risk • Sep 07
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (42% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (AU$122.1m market cap, or US$81.5m). Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to AU$1.50, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Specialty Retail industry in Australia. Total loss to shareholders of 41% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$2.37 per share. Declared Dividend • Sep 01
First half dividend of AU$0.07 announced Shareholders will receive a dividend of AU$0.07. Ex-date: 19th September 2024 Payment date: 4th October 2024 Dividend yield will be 7.9%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has remained flat since 8 years ago. However, payments have been volatile during that time. EPS is expected to decline by 37% over the next 3 years. However, it would need to fall by 48% to increase the payout ratio to a potentially unsustainable range. Tillkännagivande • Jul 12
MotorCycle Holdings Limited Announces Resignation of Katie McNamara as Non-Executive Director MotorCycle Holdings Limited advised that Ms Katie McNamara has resigned as Non-Executive Director effective immediately. Ms McNamara has accepted a global executive role and is unable to commit to her role as a Non-Executive Director with the Company. Valuation Update With 7 Day Price Move • Jun 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to AU$1.01, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Specialty Retail industry in Australia. Total loss to shareholders of 53% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$1.75 per share. Upcoming Dividend • Mar 05
Upcoming dividend of AU$0.03 per share Eligible shareholders must have bought the stock before 12 March 2024. Payment date: 27 March 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (4.7%). Reported Earnings • Feb 28
First half 2024 earnings released: EPS: AU$0.14 (vs AU$0.16 in 1H 2023) First half 2024 results: EPS: AU$0.14 (down from AU$0.16 in 1H 2023). Revenue: AU$293.4m (up 6.2% from 1H 2023). Net income: AU$6.59m (down 37% from 1H 2023). Profit margin: 2.2% (down from 3.8% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. New Risk • Feb 28
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 47% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (47% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$137.3m market cap, or US$89.8m). New Risk • Jan 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.6% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (AU$139.1m market cap, or US$91.5m). Buying Opportunity • Dec 21
Now 25% undervalued after recent price drop Over the last 90 days, the stock is down 11%. The fair value is estimated to be AU$2.54, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 4.9% per annum over the same time period. Buying Opportunity • Nov 17
Now 21% undervalued Over the last 90 days, the stock is up 13%. The fair value is estimated to be AU$2.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 4.9% per annum over the same time period. Buying Opportunity • Sep 08
Now 20% undervalued Over the last 90 days, the stock is up 40%. The fair value is estimated to be AU$2.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings is also forecast to grow by 4.0% per annum over the same time period. Upcoming Dividend • Sep 07
Upcoming dividend of AU$0.12 per share at 9.1% yield Eligible shareholders must have bought the stock before 14 September 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 9.1%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.8%). Reported Earnings • Aug 30
Full year 2023 earnings released: EPS: AU$0.33 (vs AU$0.38 in FY 2022) Full year 2023 results: EPS: AU$0.33 (down from AU$0.38 in FY 2022). Revenue: AU$579.2m (up 27% from FY 2022). Net income: AU$23.0m (flat on FY 2022). Profit margin: 4.0% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Aug 29
MotorCycle Holdings Limited, Annual General Meeting, Nov 29, 2023 MotorCycle Holdings Limited, Annual General Meeting, Nov 29, 2023. Tillkännagivande • Aug 21
Motorcycle Holdings Limited Appoints Stephanie So as Joint Company Secretary MotorCycle Holdings Limited announced the appointment of Ms. Stephanie So as Joint Company Secretary, effective immediately. Ms. So has over 12 years of governance experience, including working in the Listings Compliance team at the ASX. She has extensive experience in advising on a variety of listing, corporate governance, and regulatory matters for listed entities. Ms. So is a Fellow of the Governance Institute of Australia and holds a Graduate Diploma in Applied Corporate Governance. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to AU$1.73, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$3.32 per share. New Risk • Jun 11
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$624k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (97% cash payout ratio). Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (AU$624k sold). Market cap is less than US$100m (AU$113.5m market cap, or US$76.5m). Recent Insider Transactions • Mar 16
Co-Founder recently bought AU$86k worth of stock On the 14th of March, David Ahmet bought around 50k shares on-market at roughly AU$1.72 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$224k worth in shares. Upcoming Dividend • Mar 09
Upcoming dividend of AU$0.08 per share at 12% yield Eligible shareholders must have bought the stock before 16 March 2023. Payment date: 06 April 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 12%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.5%). Valuation Update With 7 Day Price Move • Mar 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to AU$1.81, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Specialty Retail industry in Australia. Total returns to shareholders of 43% over the past three years. Reported Earnings • Feb 28
First half 2023 earnings released: EPS: AU$0.16 (vs AU$0.20 in 1H 2022) First half 2023 results: EPS: AU$0.16 (down from AU$0.20 in 1H 2022). Revenue: AU$277.0m (up 18% from 1H 2022). Net income: AU$10.5m (down 17% from 1H 2022). Profit margin: 3.8% (down from 5.4% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Board Change • Nov 17
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. Director Katie McNamara was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment improved over the past week After last week's 19% share price gain to AU$2.56, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Specialty Retail industry in Australia. Total returns to shareholders of 48% over the past three years. Upcoming Dividend • Sep 05
Upcoming dividend of AU$0.08 per share Eligible shareholders must have bought the stock before 12 September 2022. Payment date: 04 October 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 8.0%. Within top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (5.9%). Reported Earnings • Aug 30
Full year 2022 earnings released: EPS: AU$0.38 (vs AU$0.46 in FY 2021) Full year 2022 results: EPS: AU$0.38 (down from AU$0.46 in FY 2021). Revenue: AU$461.3m (up 7.1% from FY 2021). Net income: AU$23.1m (down 18% from FY 2021). Profit margin: 5.0% (down from 6.6% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to stay flat compared to a 6.2% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Board Change • Apr 28
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Non-Independent Non-Executive Director Rob Cassen was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Mar 29
Co-Founder recently bought AU$64k worth of stock On the 25th of March, David Ahmet bought around 21k shares on-market at roughly AU$2.96 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Upcoming Dividend • Mar 09
Upcoming dividend of AU$0.12 per share Eligible shareholders must have bought the stock before 16 March 2022. Payment date: 06 April 2022. Payout ratio is a comfortable 57% and the cash payout ratio is 90%. Trailing yield: 7.9%. Within top quartile of Australian dividend payers (5.8%). Higher than average of industry peers (5.3%). Reported Earnings • Mar 01
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$0.20 (down from AU$0.28 in 1H 2021). Revenue: AU$234.6m (up 7.6% from 1H 2021). Net income: AU$12.6m (down 27% from 1H 2021). Profit margin: 5.4% (down from 7.9% in 1H 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 3.5%, compared to a 5.9% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 01
Full year 2021 earnings released: EPS AU$0.46 (vs AU$0.15 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$430.7m (up 18% from FY 2020). Net income: AU$28.3m (up AU$37.4m from FY 2020). Profit margin: 6.6% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Mar 09
Co-Founder recently bought AU$238k worth of stock On the 2nd of March, David Ahmet bought around 100k shares on-market at roughly AU$2.38 per share. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$462k worth in shares. Reported Earnings • Mar 02
First half 2021 earnings released: EPS AU$0.28 (vs AU$0.078 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$218.0m (up 22% from 1H 2020). Net income: AU$17.2m (up 257% from 1H 2020). Profit margin: 7.9% (up from 2.7% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 64% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 16
New 90-day high: AU$2.63 The company is up 68% from its price of AU$1.57 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Specialty Retail industry, which is up 38% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.38 per share. Is New 90 Day High Low • Oct 01
New 90-day high: AU$2.02 The company is up 17% from its price of AU$1.72 on 03 July 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.19 per share. Tillkännagivande • Sep 12
MotorCycle Holdings Limited (ASX:MTO) completed the acquisition of Harley-Davidson dealership in Brunswick. MtorCycle Holdings Limited (ASX:MTO) agreed to acquire Harley-Davidson dealership in Brunswick on August 26, 2019. The transaction is conditional upon due diligence, lease assignment and manufacturer approval. The transaction is scheduled to settle in October, 2019.
MotorCycle Holdings Limited (ASX:MTO) completed the acquisition of Harley-Davidson dealership in Brunswick on November 5, 2020. Tillkännagivande • Jun 22
MotorCycle Holdings Limited(ASX:MTO) dropped from S&P/ASX All Ordinaries Index MotorCycle Holdings Limited(ASX:MTO) dropped from S&P/ASX All Ordinaries Index