MAH 1.85% 27.5¢ macmahon holdings limited

Ann: Investor Presentation - Euroz Hartleys Rottnest Conference, page-3

  1. 490 Posts.
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    Yes, very late action, good to see.

    12 month performance now looking impressive, but boy that is after a very poor half decade or so!

    Good to see MAH introduce a new slide this week highlighting the comparable companies, and their trading metrics.

    On the earnings metrics, we surely now deserve an uplift in multiple, based on our consistent delivery to guidance, over many years now.

    Might be interesting next time to add share price to NTA- where we are still only at an outrageous 22/29 cents!

    Things looking on track for bringing home the bacon (again) in this second half, with strong earnings and cash generation, even if they only meet mid guidance.

    At risk of harping, we simply must be paying Aussie tax by now, and therefore a franked dividend upcoming might give us a further spurt.
 
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Last trade - 16.10pm 24/05/2024 (20 minute delay) ?
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