MAH macmahon holdings limited

Ann: Presentation - Euroz Hartleys Industrials & Resources Forum, page-8

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    For those who missed Saturday's The Australian. Ophir Asset Management has a Small Cap fund which was top performing fund in Aus in Fy25.

    For this year, MacMahon got a special mention.

    "MacMahon is set to generate a lot of cash. They've really flipped the business model, and they're doing civils, which is very cash generative . So they're generating more cash out of their mining business, which is a lot more capital intensive, and it hasn't participated in the rally yet".

    Always great to see, as other than Paradice (substantial), I was not aware of this institutional support.

    Time to participate in the rally, ahead of the full year results I reckon.
 
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