top of page

Search All

MIN

Search by Name

Search by Ticker

CHL

Camplify Holdings Ltd

Road and Rail

·

Industrials

Set alerts for this company

About Camplify Holdings Ltd

Camplify Holdings Ltd operates in the Industrials sector in the Road and Rail industry. Thesis Tracker's coverage of Camplify Holdings Ltd includes 6 comments from 3 fund managers, like Salter Brothers. Camplify Holdings Ltd. is an Australian-based peer-to-peer (P2P) digital marketplace operator in the recreational vehicle (RV) rental market. Founded by Justin Hales in 2014 and headquartered in Wickham, Australia, the company connects RV owners with hirers. Camplify operates through two primary business segments: Marketplace and Membership. The platform facilitates rental transactions, providing a structured digital environment for the recreational vehicle sharing economy.

SOURCE

ACTION

FUND MANAGER

DATE

Full commentary loading...

Annual Report

28 Aug 2025

.

Loading...

No Change

Annual Report

Commentary

connect_preview.png

🔒

Subscribe to unlock the rest.

There are 6 comments from 3 fund managers regarding Camplify Holdings Ltd (ASX:CHL).

Get started

Price

$0.36

$0.15

$0.49

Market cap

$29M

Sector

Industrials

Fund managers

3 managers

First covered

28 Feb 2024

Last updated

28 Aug 2025

Company Details

Related Themes

ic

Ipsum Capital

6 comments

ic

Amet Funds

4 comments

ic

Dolor

3 comments

Top Investors Covering MIN

§ Important Notice

The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.

Your Watchlist

🔒

Start tracking companies you care about

Create an account to build a watchlist and get fund manager commentary on the companies you follow.

Get started

Frequently asked questions about Camplify Holdings Ltd (ASX:CHL)

Frequently asked questions

Who is investing in Camplify Holdings Ltd (ASX:CHL)?

Fund managers including Saville Capital, Salter Brothers and Forager Funds have invested in Camplify Holdings Ltd (ASX:CHL).

What opportunities or catalysts do fund managers highlight for Camplify Holdings Ltd?

Salter Brothers noted that despite a weak first half, Camplify enters the seasonally stronger second half with a leaner cost base following a cost-out program, improved conversion and automation across its technology platform, a new member-based insurance product launched in the fourth quarter, and a meaningfully improved take rate (up to 30.5%), which the manager said points to a clearer path to profitability.

What are the key risks to the Camplify Holdings Ltd investment thesis, according to fund managers?

Salter Brothers flagged that Camplify delivered a weak first-half FY25 result, with group revenue down 17.8%, an EBITDA loss of $6.8 million, softer domestic demand, platform migration issues at its European PaulCamper business, a strategic exit from van sales, and a 26.9% decline in gross booking value.

What is the short interest in Camplify Holdings Ltd (ASX:CHL)?

The short interest in Camplify Holdings Ltd (ASX:CHL) is 0.04% which makes it the 467th most shorted stock on the ASX. Of the 82.2M shares that Camplify Holdings Ltd has on issue, 36.0K have been sold short.

What does Camplify Holdings Ltd (ASX:CHL) do?

Camplify Holdings Ltd. is an Australian-based peer-to-peer (P2P) digital marketplace operator in the recreational vehicle (RV) rental market. Founded by Justin Hales in 2014 and headquartered in Wickham, Australia, the company connects RV owners with hirers. Camplify operates through two primary business segments: Marketplace and Membership. The platform facilitates rental transactions, providing a structured digital environment for the recreational vehicle sharing economy.

Stay updated with the Thesis Tracker newsletter.

bottom of page