Macmahon Holdings Limited

ASX:MAH Stok Raporu

Piyasa değeri: AU$1.9b

Macmahon Holdings Yönetim

Yönetim kriter kontrolleri 2/4

Macmahon Holdings CEO'su Mick Finnegan, Nov2016 tarihinde atandı, in görev süresi 9.75 yıldır. in toplam yıllık tazminatı A$ 3.52M olup, şirket hissesi ve opsiyonları dahil olmak üzere 30.2% maaş ve 69.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.59% ine doğrudan sahiptir ve bu hisseler A$ 11.36M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 2.1 yıldır.

Anahtar bilgiler

Mick Finnegan

İcra Kurulu Başkanı

AU$3.5m

Toplam tazminat

CEO maaş yüzdesi30.18%
CEO görev süresi9.8yrs
CEO sahipliği0.6%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi2.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 09

MAH: Higher Assumed P/E Will Sustain Overvaluation Risk

Analysts have lifted their price target for Macmahon Holdings from A$0.65 to A$0.75, citing updated assumptions for revenue growth, profit margins and future P/E as the key drivers of the revised fair value. What’s in the News No recent Macmahon Holdings company announcements were identified in the provided news sources.
Anlatı Güncellemesi Jun 24

MAH: New Contracts And Order Book Strength Will Likely Mask Weaker Returns

Analysts have modestly raised their fair value estimate for Macmahon Holdings from A$0.74 to A$0.79, citing updated assumptions for revenue growth, profit margins and a slightly higher future P/E multiple. What's in the News Macmahon Holdings is drawing investor interest for its diversified mining services model, which gives exposure to multiple commodities without direct commodity price risk, according to recent coverage on the company.
Anlatı Güncellemesi Jun 10

MAH: Wonawinta Contract Pipeline Will Limit Future Upside For Shares

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, pointing to small adjustments in assumptions for discount rate, revenue growth, profit margin and future P/E, rather than any major shift in the overall valuation view. What's in the News Macmahon Holdings is in the spotlight among ASX penny stocks as it expands its mining services portfolio, according to recent coverage on smaller-cap opportunities.
Anlatı Güncellemesi May 27

MAH: Index Additions And New Contract Will Likely Mask Weaker Future Returns

Analysts have raised their fair value estimate for Macmahon Holdings from A$0.49 to A$0.74, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples as key drivers of the higher price target. What's in the News Macmahon signed a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta Silver project in New South Wales, covering drill and blast plus load and haul operations over an expected 5 year term, with total services valued at A$190 million (client announcement).
Anlatı Güncellemesi May 07

MAH: Index Additions And New Wonawinta Contract Will Conceal Overvaluation Risk

Analysts have maintained their A$0.65 price target for Macmahon Holdings, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that are broadly consistent with prior estimates. What's in the News Manuka Resources signed a Letter of Intent with Macmahon for full open pit mining services at the Wonawinta Silver project in New South Wales, with an initial 5 year term and total services valued at A$190 million, and targeted commencement of Macmahon services in June 2026 (Client announcement).
Anlatı Güncellemesi Apr 20

MAH: Index Additions And New Contract Will Mask Overvaluation Risk

Analysts have increased their price target for Macmahon Holdings from A$0.34 to A$0.65, based on updated assumptions regarding the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Macmahon entered a Letter of Intent with Manuka Resources for full open pit mining services at the Wonawinta silver project in New South Wales, with an expected 5 year contract term and total services value of A$190 million, and a target service commencement in June 2026 (Client Announcement).
Anlatı Güncellemesi Apr 05

MAH: Index Inclusion And Wonawinta Contract Pipeline Will Support Future Upside

Analysts have kept Macmahon Holdings' fair value estimate steady at A$0.82 while fine tuning assumptions for discount rate, revenue growth, profit margin and future P/E. This has led to a marginally revised price target that reflects updated risk and earnings expectations without a major shift in overall valuation.
Anlatı Güncellemesi Mar 22

MAH: Secured FY26 Revenue And Rising Dividend Payout Will Support Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings steady. They point to relatively unchanged assumptions for revenue growth, profit margins and future P/E as the basis for this reaffirmed view.
Anlatı Güncellemesi Mar 07

MAH: Secured Revenue And Higher Dividend Payout Will Support Future Upside

Analysts have kept their A$0.82 price target for Macmahon Holdings unchanged, citing only modest tweaks to their discount rate, revenue growth, profit margin and future P/E assumptions rather than any shift in their overall valuation view. What's in the News Board declared a fully franked interim dividend of A$0.0095 per share for the six month period ending 31 December 2025, compared with A$0.0055 per share for 1H25, described as up 73% in the company announcement (Key Developments).
Anlatı Güncellemesi Feb 21

MAH: Fair Value View Will Rely On Secured Revenue And Dividend Discipline

The analyst fair value estimate for Macmahon Holdings has shifted from A$0.65 to A$0.82. Analysts link this change to updated assumptions around the discount rate, revenue growth, profit margins, and future P/E.
Anlatı Güncellemesi Feb 07

MAH: Stable Assumptions Will Likely Lead To Disappointing Future Earnings

Analysts have left their price target for Macmahon Holdings essentially unchanged at A$0.49, citing a steady view on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: The fair value estimate remains essentially unchanged at A$0.49 per share, indicating a stable central valuation view.
Analiz Makalesi Jan 30

Do Macmahon Holdings' (ASX:MAH) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Anlatı Güncellemesi Jan 24

MAH: Steady Fair Value And Minor Assumption Shifts Will Shape Future Returns

Analysts have kept their fair value estimate for Macmahon Holdings steady at A$0.65, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E to refine their updated price target view. Valuation Changes Fair Value Estimate: Held steady at A$0.65 per share, with no change between the previous and updated assessment.
Anlatı Güncellemesi Jan 09

MAH: Higher Discount Rate And Richer P/E Will Restrain Future Upside

Narrative Update on Macmahon Holdings The analyst price target for Macmahon Holdings has shifted from A$0.49 to A$0.65. Analysts point to updated assumptions for discount rate, revenue growth, profit margin and future P/E as the key drivers behind the change.
Anlatı Güncellemesi Dec 25

MAH: Future Earnings Will Likely Disappoint Despite Lower Discount Rate

Analysts have nudged their price target for Macmahon Holdings slightly higher to reflect modest improvements in the company’s discount rate assumptions and long term profitability outlook, while leaving fair value essentially unchanged at about $0.49 per share. Valuation Changes Fair Value: Unchanged at approximately A$0.49 per share, indicating no material shift in the intrinsic value estimate.
Analiz Makalesi Dec 22

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 25% Price Jump

Macmahon Holdings Limited ( ASX:MAH ) shares have continued their recent momentum with a 25% gain in the last month...
Anlatı Güncellemesi Dec 11

MAH: Higher Discount Rate Will Likely Weigh On Future Earnings

Analysts have modestly raised their price target for Macmahon Holdings to approximately A$0.49 per share. This reflects slightly higher long term discount rate assumptions, while views on growth, profitability and valuation multiples remain largely unchanged.
Anlatı Güncellemesi Nov 27

MAH: Rising Discount Rate Will Likely Pressure Future Profit Margins

Analysts have raised their price target for Macmahon Holdings from $0.44 to $0.49 per share. This change reflects increased expectations for revenue growth along with updated discount rate assumptions.
Analiz Makalesi Nov 13

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analiz Makalesi Aug 26

Macmahon Holdings' (ASX:MAH) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Macmahon Holdings Limited's ( ASX:MAH...
Analiz Makalesi Aug 20

Investors Still Aren't Entirely Convinced By Macmahon Holdings Limited's (ASX:MAH) Earnings Despite 37% Price Jump

Despite an already strong run, Macmahon Holdings Limited ( ASX:MAH ) shares have been powering on, with a gain of 37...
Anlatı Güncellemesi Aug 20

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Despite a notable reduction in consensus revenue growth forecasts, a modest improvement in net profit margin has contributed to a raised analyst price target for Macmahon Holdings from A$0.37 to A$0.41. Valuation Changes Summary of Valuation Changes for Macmahon Holdings The Consensus Analyst Price Target has significantly risen from A$0.37 to A$0.41.
User avatar
Yeni Anlatı Apr 27

Our Capital Light Blueprint Will Expand Indonesian Mining And Infrastructure

Acquiring Decmil and diversifying services positions Macmahon for robust growth and higher returns, enhancing earnings and shareholder value.
Analiz Makalesi Feb 24

Macmahon Holdings' (ASX:MAH) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Macmahon Holdings Limited's ( ASX:MAH ) shareholders over the last week. We did...
Analiz Makalesi Feb 19

Macmahon Holdings (ASX:MAH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi Nov 19

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Sep 04

The Market Lifts Macmahon Holdings Limited (ASX:MAH) Shares 25% But It Can Do More

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 25% after a shaky period...
Analiz Makalesi Mar 14

Macmahon Holdings Limited's (ASX:MAH) Shares Bounce 26% But Its Business Still Trails The Market

Macmahon Holdings Limited ( ASX:MAH ) shares have had a really impressive month, gaining 26% after a shaky period...
Analiz Makalesi Nov 27

Is Macmahon Holdings (ASX:MAH) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jun 30

Calculating The Fair Value Of Macmahon Holdings Limited (ASX:MAH)

Key Insights The projected fair value for Macmahon Holdings is AU$0.15 based on 2 Stage Free Cash Flow to Equity...
Analiz Makalesi Apr 20

Here's Why Macmahon Holdings (ASX:MAH) Can Manage Its Debt Responsibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Dec 28

Does Macmahon Holdings (ASX:MAH) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO Tazminat Analizi

Mick Finnegan'un ücretlendirmesi Macmahon Holdings'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026AU$4mAU$1m

AU$101m

Mar 31 2026n/an/a

AU$97m

Dec 31 2025n/an/a

AU$92m

Sep 30 2025n/an/a

AU$83m

Jun 30 2025AU$3mAU$1m

AU$74m

Mar 31 2025n/an/a

AU$60m

Dec 31 2024n/an/a

AU$47m

Sep 30 2024n/an/a

AU$50m

Jun 30 2024AU$3mAU$950k

AU$53m

Mar 31 2024n/an/a

AU$62m

Dec 31 2023n/an/a

AU$71m

Sep 30 2023n/an/a

AU$64m

Jun 30 2023AU$2mAU$915k

AU$58m

Mar 31 2023n/an/a

AU$53m

Dec 31 2022n/an/a

AU$47m

Sep 30 2022n/an/a

AU$37m

Jun 30 2022AU$2mAU$874k

AU$27m

Mar 31 2022n/an/a

AU$31m

Dec 31 2021n/an/a

AU$36m

Sep 30 2021n/an/a

AU$55m

Jun 30 2021AU$2mAU$678k

AU$75m

Mar 31 2021n/an/a

AU$77m

Dec 31 2020n/an/a

AU$79m

Sep 30 2020n/an/a

AU$72m

Jun 30 2020AU$2mAU$623k

AU$65m

Tazminat ve Piyasa: Mick 'nin toplam tazminatı ($USD 2.50M ), Australian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.42M ).

Tazminat ve Kazançlar: Mick 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Mick Finnegan (51 yo)

9.8yrs
Görev süresi
AU$3,518,870
Tazminat

Mr. Michael John Finnegan, also known as Mick, has been the Chief Executive Officer of MacMahon Holdings Ltd. since November 2016. He has been Managing Director and Director of Macmahon Holdings Limited si...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Michael Finnegan
CEO, COO9.8yrsAU$3.52m0.59%
A$ 11.4m
Ursula Lummis
Chief Financial Officer4.8yrsAU$1.71mVeri yok
Peter Pollard
Chief Corporate Development Officer2.8yrsAU$1.56mVeri yok
Maha Chaar
General Counsel & Company Secretary4.6yrsVeri yokVeri yok
Nicola Hamilton
Chief People Officerno dataVeri yokVeri yok
Jason McCallum
Managing Director of Surface Mining Australia1.8yrsVeri yokVeri yok
Luke Reymond
Managing Director of Underground Mining Australiano dataVeri yokVeri yok
Douglas Hamilton
GM of Asia & President Director of Indonesian Businessno dataVeri yokVeri yok
Simon Barnes
Managing Director of Civil Infrastructure Eastless than a yearVeri yokVeri yok
Deon Baddock
Managing Director of Civil Infrastructure Westless than a yearVeri yokVeri yok
Bryn Vaughan
Executive General Manager of HSSEQTless than a yearVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi

Deneyimli Yönetim: MAH 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Michael Finnegan
CEO, COO6.8yrsAU$3.52m0.59%
A$ 11.4m
Dharmendra Chandran
Independent Non-Executive Director2.5yrsAU$169.52k0.017%
A$ 329.8k
David Gibbs
Non-Executive Director3.1yrsAU$135.20k0.029%
A$ 554.1k
Arief Sidarto
Non-Independent Non-Executive Directorless than a yearAU$23.56k0.12%
A$ 2.4m
Grahame White
Independent Non-Executive Director2.5yrsAU$175.20k0.023%
A$ 452.6k
Gregory Evans
Independent Non-Executive Chair1.8yrsAU$239.40k0.0030%
A$ 57.9k
Suzan Pervan
Independent Non-Executive Directorless than a yearAU$120.43kVeri yok
Thomas Quinn
Independent Non-Executive Directorless than a yearAU$44.95kVeri yok
2.1yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MAH 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.1 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/18 20:09
Gün Sonu Hisse Fiyatı2026/08/18 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2026/06/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Macmahon Holdings Limited 12 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Megan Kirby-LewisBarrenjoey Markets Pty Limited
Marcus BarnardBell Potter
Cameron BellCanaccord Genuity