Mastermyne Group (MYE) Investor presentation summary

Market profile and financial position

• ASX-listed with a share price of $0.245 and market capitalization of $75.6m as of June 2026.

• Net cash position of $36.9m and enterprise value of $38.7m as of April 2026.

• Major shareholder M Group holds 54% of shares; co-founders and employees hold 8%.

• Capital-light model with ~2% of revenues in CapEx supports strong free cash flow.

Business overview and operations

• Leading provider of underground coal mining solutions in Australia, operating for over 30 years.

• Services all major coal basins in NSW and Queensland, focusing on blue-chip mine owners.

• Integrated model covers mining services, strata consolidation, and products.

• Long-term client relationships and extensive project portfolio drive revenue and margin growth.

Service offerings and competitive advantages

• Offers project management, technical expertise, and specialist equipment for mining operations.

• Market leader in strata consolidation with exclusive supply rights for key products until 2047.

• Develops innovative safety and efficiency products, including soft-close doors and diesel particulate filters.

• High barriers to entry due to strict licensing and technical requirements.