Primer: Civmec (CVL AU) - Aug 2026
Record Order Book Provides Strong Revenue Visibility: Civmec's order book reached a record A$1.5 billion in June 2026, underpinning strong...
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NOL's Latest Potential Merger Discussions... Where is the [Partial] Exit for Temasek?
Another report of potential suitors made it to market on Friday, forcing NOL to disclose there have been talks with French carrier CMA and global...
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Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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Civmec (CVL) - Key Strategic Locations – Initiation
We initiate on Civmec with a BUY call and a $1.55 valuation. Civmec has grown to become a large business with key strategic assets anchoring growth.
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Civmec (CVL) - Award Delays to Impact 2H
Delays in awards this half are expected to impact activity levels in 2H25 and we have pulled back our FY25 EBITDA forecast by 4% as a result.
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