VBC.Verbrec

[lorraina]

Seems to be a very good sale for VBC.
VBC's market cap is currently $27.756 mil, which the Competency Training will add $11.5 mil cash to VBC's coffers for core expansion.

[Dolcile]

I am in two minds about this sale.  This training division was the part that delivered revenue and ebitda growth last year.

[lorraina]

Seems to be a very good sale for VBC.
VBC's market cap is currently $27.756 mil, which the Competency Training will add $11.5 mil cash to VBC's coffers for core expansion.
[/quote

I am in two minds about this sale.  This training division was the part that delivered revenue and ebitda growth last year.

The market liked the announcement pushing the share price up 1.6cents or 16.2% to finish at 11.5 cents.

[lorraina]

From DMX's newsletter today;
Another company that announced the payment of a dividend (after a 12-year gap) was Verbrec (ASX:VBC).
After many years carrying significant debt, following a strong second half, VBC ended the year in a net cash
position. VBC's new leadership team has reset its overhead cost base and significantly improved gross margins
and cash flow. Strong tailwinds in VBC's core focus areas of gas, defence and renewables we expect to drive a
10%+ increase in revenue in FY26. In addition, VBC's high margin digital twin software product, StacksOn, which
counts BHP as a major customer, has the potential to expand globally in FY26. Despite all this good news, the
market's response to the VBC report was muted with its share price relative flat for the month. VBC finished
the month on an annualised PE of 4x, a net cash balance sheet, and with no value being attributed to its
software product. With VBC back now paying dividends, we believe it represents a very attractive set-up
heading into FY26. We see no reason why VBC should not at least double its multiple from here, with additional
upside if VBC was to further monetise or even sell its StacksOn business.

[Dolcile]

Seems like a good acquisition to me!

https://stocknessmonster.com/announcements/vbc.asx-6A1295593/

 

[HAWKDOG]

Very nice!

[HAWKDOG]

VBC mgmt to be interviewed on coffee microcaps today at 1pm.

RaaS Research sponsors the Coffee Microcaps Webinar on Friday, December 5th, from 11:00 a.m. to 11:30 a.m. AEDT.
Total 0.5-hour webinar.
One ASX microcap company will present their story for 20 minutes, followed by a 10-minute Q&A session.
Coming up next, we have
Mark Read, CEO of Verbrec Ltd (ASX: VBC) 11.00-11.30
Register now.
See you there!
Mark

https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqa2hXZ3g0Zm00R1pvV2NrRzFCckJlaEV1RjVqZ3xBQ3Jtc0trMzk1djlmREdXY2ZXcXRBTzdVOXM3Y096SnNYNjdQVFZCRFJrZVJ2dU9HZ09GcW1PYWQtWF9MUnl5VkhQMkhwcUVLQ1dNXzd5LUkwcUhZb2NndWtjZnY3cDFOTDh0STVMdHVJbGM3MDBReDVpMXlZYw&q=www.coffeemicrocaps.com

[lorraina]

From DMX's latest newsletter;
Key contributors included Verbrec which rose 26% on the back of its highly accretive acquisition of Alliance
Automation from Telstra. Having materially strengthened its balance sheet following a non-core divestment, and
with its expanding income stream and synergy opportunity with the Alliance acquisition, Verbrec remains an
attractive set-up for the portfolio on a single-digit earnings multiple.

[lorraina]

15 December 2025
Verbrec's recent webinars and interviews
Verbrec Limited (ASX : VBC) (Verbrec or the Company) is a leading engineering, asset
management, project delivery, operations & maintenance, industrial automation,
digital transformation and mining technology service provider that supports customers
across Australia, New Zealand, Papua New Guinea and beyond.
Verbrec's Chief Executive Officer, Mark Read, recently presented at a Coffee
Microcaps Webinar Event hosted by Mark Torbin.
Mark Read also participated in an interview with RAAS Research Group's Senior
Analyst, Graeme Carson.
The events cover Verbrec's background, competitive differentiator, the divestment of
Competency Training and the acquisition of Alliance Automation.
The recordings can be found on Verbrec's Investor Hub at the following links:
Coffee Microcaps Webinar: https://investors.verbrec.com/announcements/7293225
RAAS Research Group Interview: https://investors.verbrec.com/link/y05WVe

[Dolcile]

VBC heading north. Loving the progress they've made over the last 6-12 months and the constant flow of news.

I just wish I'd bought a few more back in June, 6.7c was good buying!

[HAWKDOG]

Sold VBC recently and put funds into Mat.ax

may regret that.

[Dolcile]

What's the juice on MAT?

[HAWKDOG]

What's the juice on MAT?

Just adding some exposure to gold
I think gold is consolidating here and will run again.   

[lorraina]

From today's DMX newsletter.
Verbrec (ASX:VBC)
VBC is a national engineering and infrastructure services business with a focus on energy transition. Since his
appointment in 2023, ex-Sedgman CEO Mark Read has delivered an impressive turnaround, emphasising profitable
contracts and selling non-core assets at attractive prices. The recent acquisition of Alliance Automation expands VBC's
capabilities in automation, digitisation, machine learning and cyber security, enabling the company to deliver services
across the full asset lifecycle and across a broader range of industries. VBC trades on a single-digit earnings multiple,
which we believe significantly undervalues the business given its scale, diversification and national footprint. We note
that since we drafted this summary for UTTR in early December, the VBC share price has increased ~50% through
December, but we continue to like the upside here.

[Dolcile]

Where is our HY report ?