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MXO
Motio Ltd
Media
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Communication Services
About Motio Ltd
SOURCE
ACTION
FUND MANAGER
DATE
30 Jun 2026
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Monthly Report
Commentary
§ 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.
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Frequently asked questions about Motio Ltd (ASX:MXO)
Frequently asked questions
Who is investing in Motio Ltd (ASX:MXO)?
Fund managers including Mereweather Capital, Merewether Capital and DMX Asset Management have invested in Motio Ltd (ASX:MXO).
What opportunities or catalysts do fund managers highlight for Motio Ltd?
Managers have tracked Motio as a small, capital-light out-of-home digital advertising business delivering consistent growth against a cheap valuation. Mereweather Capital reported strengthening EBITDA through FY26 - from $600k forecast in September 2025 to over $700k (20% growth) in October, then revenue up 3% to $4.3m with $800k net profit by February 2026 (debt fully repaid, $4m cash), and a re-acceleration to ~20% revenue growth in the third quarter by May 2026, with forward bookings up 13% heading into a seasonally strong fourth quarter. It highlighted 150-175 new contracted site locations (a 15%+ network increase) and, in the new Drive segment, a further growth driver, ultimately guiding to $2.5m EBITDA (25% growth) by June 2026 against a $17m market cap. DMX Asset Management (May-June 2026, ~$0.05) separately flagged record sales activity, forward revenue up 13%, expansion of the health network from 960 to a forecast 1,120 venues (+17%) by June 2026, 20-30 new locations added monthly, and a 24% rise in FY26 cash EBITDA to $2.4m, calling MXO an attractively priced growth setup with $4m cash against a ~$15-16m market cap, also citing well-regarded CEO Adam Caldwandar.
What are the key risks to the Motio Ltd investment thesis, according to fund managers?
No specific risks have been flagged in the fund manager commentary collected for Motio Ltd to date; coverage so far has focused on its consistent revenue and EBITDA growth, debt-free balance sheet, and expanding digital screen network, with only a passing acknowledgment from Mereweather Capital that the business can have some seasonality quarter to quarter.
What is the short interest in Motio Ltd (ASX:MXO)?
According to ASIC filings, there is negligible or no short interest in Motio Ltd (ASX:MXO).
What does Motio Ltd (ASX:MXO) do?
Motio Ltd. is a Sydney-based digital outdoor media advertising company founded by Steve Wildisen in 2010. The firm operates through two primary segments: Media and Non-Media. Its Media segment focuses on advertisement sales across a diverse product portfolio, including MotioCafe, MotioVenue, MotioHealth, MotioPlay, and Spawtz. The Non-Media segment provides software, payment processing, and supply-related services. Motio Ltd. leverages its digital infrastructure to connect brands with targeted audiences in various environments.