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Added to YB: 2025-09-24

Pitch date: 2025-08-31

RUL.AX [neutral]

RPMGlobal Holdings Limited

+9.33%

current return

Author Info

No bio for this author

Company Info

RPMGlobal Holdings Limited develops and provides mining software solutions in Australia, Asia, the Americas, Africa, and Europe.

Market Cap

AUD 1.0B

Pitch Price

AUD 4.50

Price Target

N/A

Dividend

N/A

EV/EBITDA

182.88

P/E

256.1K

EV/Sales

12.82

Sector

Software

Category

special_situation

Show full summary:
Lakehouse Small Companies Fund Portfolio Holding: RPMGlobal Holdings Limited

RUL.AX (holding update): Pure software business showing 24% ARR growth before Caterpillar's $5/share takeover offer. Was fund's 3rd largest position pre-bid, 2nd largest post-bid. Strong transition to software model validated by acquisition from world's largest mining equipment manufacturer.

Read full article (2 min)