MAH 0.00% 34.0¢ macmahon holdings limited

Ann: Macmahon FY21 Investor Presentation, page-17

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  1. 202 Posts.
    lightbulb Created with Sketch. 48
    Brought a small position in MAH this morning, things are definitely looking promising for the company and have been on my watch list for a little while.

    I see very little downside risk with the business having strong medium term contracts and interest rates not being a significant problem (management could easily allocate capital to reduce debt rapidly if required with a strong EBITDA to debt of 0.5)
 
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