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Airlie Small Companies Fund's investment thesis on EBOS Group ($EBO.AX) — Q2 2026 | Buyside Digest

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$EBO.AXNASDAQEBOS Group

NEUTRAL

Airlie Small Companies Fund—EBO.AX

Fund Letter

Q2 2026

Published July 21, 2026

View Fund Profile

$18.55USD

+9.8% vs last month

$18.25Pitched

+1.6% since pitch

Market Cap$3.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Despite recent setbacks including the loss of a key contract and earnings downgrades from facility cost overruns, the manager remains bullish on EBOS. They believe the...

— Will Granger

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