Loading companies…

Synertec Corporation Ltd ASX:SOP

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

20 Apr 2026 to today

Commentary 2 comments

DateManagerActionSummary

23 Sep 2026SG Hiscock & CompanyHeldSG Hiscock & Company continues to hold a positive view on Synertec, with portfolio manager Rory Hunter naming it his top pick among lesser-known AI plays on the ASX, with the share price at approximately $0.11. SG Hiscock notes the Melbourne-based engineering company upgraded its FY27 revenue guidance to between $37.5 million and $40 million, up from $29.5 million to $31.7 million previously. Synertec generated $21.1 million in revenue last financial year, when operating cash flow turned positive for the first time since 2019. SG Hiscock & Company believes the stock has performed well yet remains under the radar at a market capitalisation of around $70 million.

AI Infrastructure Engineering ServicesArticle, price recorded $0.11

The source document link is a Pro feature

31 Jul 2026SG Hiscock & CompanyIncreasedSG Hiscock & Company increased its portfolio position in Synertec Corporation, a micro-grid technology and engineering company, because the manager believes the investment case has materially de-risked following a series of commercial wins for its Powerhouse technology, including a contract with Amplitude Energy and two additional BOOM units for Santos, taking the contracted fleet to six units. The manager cites FY26 group revenue up 19% to $21.1 million, positive operating cash flow of $0.5 million versus a $4.1 million outflow in FY25, a new business pipeline of around $170 million, up 60%, and management describing Powerhouse as a fully commercialised product generating circa 90% EBITDA margins under its build-own-operate-maintain model, with a Powerhouse pipeline exceeding $400 million and FY27 revenue guidance of $29.5-31.7 million already around 70% contracted.

Monthly Report, price recorded $0.06

The source document link is a Pro feature

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on SOP.

View Pro

About Synertec Corporation Ltd

Industrials, Professional Services

Synertec (ASX:SOP), an engineering and technology company, has rallied on commercial wins for its Powerhouse microgrid. In September 2026, SG Hiscock named Synertec its top pick among unheralded AI plays on the ASX. In July 2026, SG Hiscock reported Synertec was a standout performer after a series of commercial wins for its Powerhouse technology, including contracts that leverage its solar-battery microgrid systems for energy and data centre applications. Synertec operates in the Industrials sector within the Professional Services industry, and Thesis Tracker has captured 1 comment from 1 fund manager, SG Hiscock & Company. Founded in 1996 and headquartered in Victoria, Synertec is a diversified technology company delivering engineering services and products across energy, oil and gas, and infrastructure, including its Powerhouse mobile solar and battery microgrid systems that replace diesel generators.

Market cap: $45m
Price to earnings: Loss-making
Return on equity: -111.7%
Dividend yield: 0.0%
Price to book: 10.71x
Net margin: -30.4%
52-week range: $0.02 to $0.12

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Synertec Corporation Ltd (ASX:SOP)?

Fund managers including SG Hiscock & Company have invested in Synertec Corporation Ltd (ASX:SOP).

What opportunities or catalysts do fund managers highlight for Synertec Corporation Ltd?

SG Hiscock highlights commercial wins for Powerhouse microgrids and Synertec's potential as an underappreciated AI infrastructure play.

What are the key risks to the Synertec Corporation Ltd investment thesis, according to fund managers?

The available commentary does not set out specific risks, though Synertec is a small company that must scale its products commercially.

What does Synertec Corporation Ltd (ASX:SOP) do?

Synertec Corp. Ltd. is a diversified technology growth company headquartered in Victoria, Australia, founded in 1996. It delivers solutions across energy and resources, life sciences, defence and manufacturing, transport, and water sectors. The company operates through two segments: Engineering Solutions, and Technology and Future Business. Synertec combines engineering expertise with emerging technology development to serve clients across multiple industries, positioning itself at the intersection of established engineering services and future-focused technology innovation.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…