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Boom Logistics Limited
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About Boom Logistics Limited
SOURCE
ACTION
FUND MANAGER
DATE
31 Aug 2026
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Frequently asked questions about Boom Logistics Limited (ASX:BOL)
Frequently asked questions
Who is investing in Boom Logistics Limited (ASX:BOL)?
Fund managers including Collins St Asset Management, Centennial Asset Management and Blue Boat Capital have invested in Boom Logistics Limited (ASX:BOL).
What opportunities or catalysts do fund managers highlight for Boom Logistics Limited?
Fund managers have pointed to several reasons for optimism on Boom Logistics. Collins St Asset Management (September 2025, share price ~$1.32) highlighted strong profit growth, exposure to renewable energy and infrastructure spending, a reinstated dividend, and a buyback covering roughly 7.3% of shares, alongside seven consecutive profit upgrades. By June 2026, with the share price at approximately $2.13, Collins St's Quarterly Report noted the streak had extended to eight consecutive earnings upgrades, EPS up around 50% since FY25, and both the buyback and dividend policy reinstated — yet the stock was still trading on just 7x earnings, which it viewed as materially undervaluing Australia's leading crane and logistics provider. Separately, Centennial Asset Management (June 2026, share price ~$2.35) added Boom Logistics as a new position, citing attractive upside potential as a small cap within the capex theme.
What are the key risks to the Boom Logistics Limited investment thesis, according to fund managers?
Collins St Asset Management, commenting around September 2025 when the share price was approximately $1.32, noted that revenue growth was modest (up just 2% to $264 million) and that the CEO was stood down following the results — an unplanned leadership change that added some uncertainty. That said, Collins St balanced this against the company's track record of consecutive profit upgrades and what it viewed as a reasonably priced stock at the time.
What is the short interest in Boom Logistics Limited (ASX:BOL)?
According to ASIC filings, there is negligible or no short interest in Boom Logistics Limited (ASX:BOL).
What does Boom Logistics Limited (ASX:BOL) do?
Boom Logistics Ltd. is an Australian crane logistics and lifting solutions provider headquartered in Southbank. Founded on December 22, 2000, the company operates through two primary segments: Lifting Solutions and Labour Hire. The Lifting Solutions division provides cranes, travel towers, access equipment, and related services. The Labour Hire division supplies skilled tradespeople, including electricians, boilermakers, mechanics, crane and travel tower operators, riggers, and truck drivers. Boom Logistics delivers end-to-end lifting services and technical workforce solutions to diverse industrial sectors.