Letters by company
Motorcycle Holdings Ltd
6 letters discussing MTO. Everything written about it on this site is on its ticker page.
- 1851 Capital 1851 Emerging Companies Fund October 2026 Monthly Report October 2026 —
- Forager Funds Management Monthly Report August 2026: Australian Shares Fund Bravura Solutions’ margin expansion, cash generation and shareholder payouts have driven a recovery that has brought the shares closer to fair value. EML Payments remains a small holding amid continued deterioration, while IDP Education, Nanosonics, Tyro Payments and Praemium face crucial tests in the coming financial year. August 2026 BVSFF $1BEMCHF $87MIDPUF $707M
- Forager Funds Management Monthly Report | February 2025 Forager Australian Shares Fund cited favourable results at Bravura, Nanosonics, EML Payments, Ooh Media and Motorcycle Holdings, while Camplify and Verbrec missed prior guidance. The fund viewed MIXI's cash bid for PointsBet as a credible fallback but expected competing interest for its technology platform, customer base and Canadian operations. February 2025 PBH $178M
- Forager Funds Management Monthly Report | July 2024 Forager Australian Shares Fund discussed RPMGlobal’s earnings shortfall, attributing it to lower one-off licence fees and contract timing while noting growth in sticky subscription revenue. The fund participated after a forced seller exited Motorcycle Holdings, and cited continued growth at NZX in funds management and wealth technologies. July 2024 —
- Forager Funds Management Forager Australian Shares Fund Monthly Report February 2024 Forager Australian Shares Fund added Bravura Solutions after its management-led cost reset and sold Lovisa Holdings following a sharp rerating. RPMGlobal and Hipages were supported by revenue growth and operating leverage, while Fineos, Bigtincan, Seven West Media and Motorcycle Holdings faced weak execution or demand conditions. February 2024 BVS $1.1BFCL $521MHPG $72M
- Forager Funds Management Forager Australian Shares Fund Monthly Report August 2023 Forager Australian Shares Fund backed Readytech’s organic software growth and cash-margin potential, and cited RPMGlobal’s expanding mining-software revenue and client wins. It expects Tourism Holdings to benefit from higher rental yields and recovering tourism, while likely supporting Pacific Equity Partners’ takeover of Healthia and redeploying the proceeds. August 2023 RDY $107MTHL
