Macmahon
Annual Report 2018

Plain-text annual report

A N N U A L R E P O R T CONTENTS 04 ABOUT MACMAHON 06 MACMAHON CAPABILITIES 08 CHAIRMAN’S & CHIEF EXECUTIVE OFFICER’S LETTER 10 OPERATIONAL & FINANCIAL REVIEW 36 DIRECTORS’ REPORT 126 DIRECTOR’S DECLARATION 45 AUDITOR’S INDEPENDENCE DECLARATION 128 INDEPENDENT AUDITOR’S REPORT 46 134 REMUNERATION REPORT SUMMARY OF CONSOLIDATED RESULTS 60 136 FINANCIAL STATEMENTS ASX ADDITIONAL INFORMATION ABOUT MACMAHON MACMAHON IS AN ASX LISTED COMPANY THAT HAS BEEN OFFERING MINING AND CONSTRUCTION SERVICES TO CLIENTS FOR MORE THAN 50 YEARS. We seek to develop strong relationships with our clients in which both parties can work together in an open, flexible and transparent way. Our approach to doing business, together with our capabilities in surface and underground mining, civil design and construction, and mine site maintenance and rehabilitation services, has established Macmahon as a trusted partner on resources projects throughout Australia and Southeast Asia. 4 | MACMAHON ANNUAL REPORT 2018 5 4 6 3 13 7 MAP LEGEND 14 12 16 8 22 10 17 9 1 21 11 28 15 24 26 25 27 23 18 19 2 20 29 MACMAHON ANNUAL REPORT 2018 | 5 MACMAHON CAPABILITIES 6 | MACMAHON ANNUAL REPORT 2018 SURFACE MINING Our surface mining division operates in Australia and REHABILITATION TMM Group offers a range of mine rehabilitation overseas, offering a full suite of services including: and closure services including: • Mine planning and analysis • Mine management • • • • Drill and blast Bulk and selective mining Crushing and screening Fixed plant maintenance • Water management • Equipment operation and maintenance • • • Design Bulk earthworks Revegetation • Monitoring • Maintenance EQUIPMENT MAINTENANCE & MANAGEMENT Macmahon offers a complete equipment maintenance and management support service for a wide range of UNDERGROUND MINING Macmahon has a well-established and highly modern mining equipment. Our facilities in Perth, Adelaide and the Bowen Basin provide Macmahon experienced underground division which specialises with the ability to: • • • Service and maintain equipment, rebuild components and complete repairs in-house and on demand Rapidly and efficiently deploy supplies to customer locations Train and employ a range of experienced tradespeople for rapid deployment to remote sites in high quality underground mining and engineering services. These services include: • Mine development • Mine production • • • • • • Raise drilling Cablebolting Shotcreting Remote shaft lining Production drilling Shaft sinking MINING INFRASTRUCTURE Macmahon, via its wholly-owned subsidiary TMM Group, offers a wide range of civil design and construction services to mine owners including: • • • • Topsoil and overburden stripping Bulk earthworks Road design and construction Train loading facilities • Water infrastructure - dams, creek diversions, flood levies, and drainage structures. MACMAHON ANNUAL REPORT 2018 | 7 CHAIRMAN’S & CHIEF EXECUTIVE OFFICER’S LETTER Dear Shareholders, PEOPLE During the year, our employee base increased to We are delighted to report that Macmahon performed 3,913 employees and 1,137 contractors working under strongly during the 2018 Financial Year, generating Macmahon’s supervision or management, with these revenue of $710.3 million and earnings before interest figures set to increase further during the 2019 and tax (EBIT) from continuing operations of $41.2 million. Financial Year. Total reported EBIT for the year was $43.2 million. This increased need for people, together with the higher This performance is a significant turnaround on recent demand for mining personnel in many of our markets, years and positions Macmahon to continue delivering on has required Macmahon to reinvigorate its recruitment, its substantial order book of existing contracts, and to training and retention efforts. We are very proud of the capture new opportunities in a resurgent mining sector initiatives that have now been implemented or expanded in Australia and Southeast Asia. in these areas including our apprentice and graduate programs, an industry leading mental and physical health Key achievements during the year included: initiative, and a new trainee program to provide entry level equipment operator jobs for new entrants to the • the completion in August 2017 of our transformational mining industry. We are also working to place ex AMNT Transaction, and the subsequent ramp up of Australian Defence Force personnel in operator operations at the Batu Hijau mine in Indonesia; roles across our operations. • the commencement of new open cut mining operations at the Byerwen Coal Mine in Among our senior team, we were disappointed to Queensland and the Mount Morgans Gold Mine announce the resignation of José Martins as Chief in Western Australia; Financial Officer in October 2017. During his time with us, • the commencement of an underground development José played a key role in responding to many of the issues project at the Endeavor lead zinc mine in New South then facing the business. However, we were also fortunate Wales, and an exploration decline at the Tujuh Bukit that Giles Everist, who at the time was one of our non- copper gold deposit in Indonesia; executive directors, was willing to step down from the • the acquisition of TMM Group, which provides a board and take on the CFO role. Mr Everist’s experience range of civil construction, maintence, consulting and knowledge of Macmahon made him the ideal and rehabilitation services to mine sites in candidate for the role, and he is now helping to steer Queensland; and the future growth of Macmahon in that capacity. • an order book of approximately $5 billion. Consistent with this performance, Macmahon’s balance a key risk for our business as the industry continues to sheet remains robust, with net assets at 30 June 2018 of recover, so we expect to continue our efforts in this area $409.8 million and net cash of $3.4 million. in the 2019 Financial Year. The attraction and retention of personnel is emerging as It is very satisfying to see Macmahon return to such a healthy position, and we would like to thank all employees for their work over a long period to help achieve these results. 8 | MACMAHON ANNUAL REPORT 2018 CAPITAL MANAGEMENT Despite the company’s return to profitability, there are OUTLOOK For the 2019 Financial Year, we expect to see continued many opportunities to make further investments in the growth in our revenue and earnings, and we will provide continued growth of the business. These opportunities detailed guidance to the market on these metrics in our include using earnings to fund the equipment and investor presentations throughout the year. working capital needed for the expansion of our existing projects, the start-up of new projects, investments in Our optimism is supported by both the general new technology and software systems, and potentially improvement in the mining industry and the company’s acquisitions of other companies. Given these opportunities, significant order book of existing contracts. These contracts the Board has decided not to pay a dividend for the put Macmahon in the fortunate position of having a year ending 30 June 2018. However, the Board remains relatively high base load of work over the medium term, absolutely committed to delivering shareholder value which should allow the business to maintain a disciplined and continues to assess all capital management options approach to tendering, and provide a platform from against this objective. which to invest in people, new technologies, and continual improvement. GOVERNANCE AND THE BOARD During the year, the Board appointed Mr Kim Horne as an independent non-executive director to fill the SHAREHOLDERS, CLIENTS & SUPPLIERS On behalf of the Board and senior management we vacancy created by Mr Everist’s move to an executive role. would like to thank our shareholders, clients and suppliers for their ongoing support. Returning Mr Horne has had extensive executive experience with Macmahon to profitability has been a long journey Alcoa, where he was involved in mine development and involving contributions from many people, but we management, human resources, corporate affairs, strategy acknowledge that success will always depend greatly and government relations. Mr Horne’s appointment will upon continued backing from our investors and other help ensure the Board retains an appropriate mix of business partners. skills and experience to fulfil its very important governance function. With the opportunities now ahead of us it is a very exciting time to be a part of Macmahon and we look We believe that good corporate governance is critical to forward to rewarding the support that has been the long term sustainability of any organisation. With this extended to us by our shareholders and others as in mind we have continued to monitor our governance we continue to build on our turnaround. and reporting practices to ensure they remain appropriate. Our corporate governance statement for the year can be found on our website, and we encourage all shareholders to read it. JIM WALKER Chairman MICHAEL FINNEGAN Chief Executive Officer MACMAHON ANNUAL REPORT 2018 | 9 OPERATIONAL & FINANCIAL REVIEW Macmahon provides mining and infrastructure services to miners throughout Australia and in Southeast Asia. Headquartered in Perth, Western Australia, the company derives revenue from activities including surface and underground mining, civil design and construction (primarily on mine sites), equipment repair and maintenance, consulting, design and fabrication of mining infrastructure, and mine site maintenance and rehabilitation services. 10 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 11 OPERATIONAL REVIEW 12 | MACMAHON ANNUAL REPORT 2018 SURFACE MINING Macmahon’s surface mining division offers a broad range hauling and technical services at the Mt Morgans Mine which is located 37km west southwest of Laverton in of services including mine planning, drill and blast, bulk Western Australia. and selective mining, crushing and screening, water • Argyle Diamond Mine – Through its Indigenous management, as well as equipment operation employment subsidiary, Doorn-Djil Yoordaning, and maintenance. Project activity Macmahon is currently operating at the Argyle Diamond Mine in Western Australia, where it provides tailings dam earthworks, hauling of coarse tailings to During the year, Macmahon provided services to the TSF, and associated services. following projects: • St Ives Gold Mine – In May 2018, Macmahon • Tropicana Gold Mine – Macmahon is currently fulfilling completed its contract at the St Ives project in a life of mine contract at the Tropicana project Western Australia, where it was supplying equipment in Western Australia for Anglo Gold Ashanti and and labour to Goldfields. Independence Group. In December 2017, the project • Batu Hijau – Since August 2017, Macmahon has been owners approved phase 1 of the Long Island program performing its life of mine contract to provide all of works, which will likely extend the life of the mine mining services at the Batu Hijau mine in Indonesia for several years. for PT Amman Mineral Nusa Tenggara (“AMNT”). Batu • Telfer Gold Mine – Macmahon is also fulfilling a life Hijau is a well-established, world class copper gold of mine contract at the Telfer project in Western deposit, and one of the largest mines of its kind in the Australia for Newcrest. As previously disclosed, this world. In April 2018, Macmahon commenced Phase 2 has been a very challenging project that has resulted of the Batu Hijau contract. in Macmahon incurring significant losses. The project • Martabe Gold Mine – Macmahon is part of a 50:50 is now producing small monthly operating profits joint venture which is contracted by PT Agincourt however risks and difficulties remain. Resources to provide mining services at the • Byerwen Coal Mine – In November 2017, Macmahon Martabe Gold Mine, in the North Sumatra executed a contract for the establishment and province of Indonesia. operation of the new Byerwen Coal Mine near Glenden • Kanthan and Lhoknga Quarries – Macmahon is in Queensland’s Bowen Basin. The three-year contract currently undertaking a range of mining activities for is worth approximately $350 million in revenue to Lafarge Holcim in Malaysia and Indonesia. Macmahon Macmahon and includes the provision of all open cut has been operating at these sites for several years and mining and bulk earthworks. has been successful in securing a number of contract • Mt Morgans Gold Mine – In December 2017, extensions over this time. Macmahon was awarded a five-year mining services contract by a subsidiary of Dacian Gold Limited. The contract includes the provision of open pit mining services including drilling and blasting, loading, MACMAHON ANNUAL REPORT 2018 | 13 OPERATIONAL REVIEW CONTINUED UNDERGROUND MINING Macmahon’s underground mining division offers Macmahon is also continuing to perform its contract with Energy Resources of Australia to provide care and underground development and production services, the maintenance services at the Ranger Mine in the Northern full suite of ground support services (rock bolting, cable Territory, and is assisting several clients with short to bolting and shotcreting), as well as services to facilitate medium term equipment hire. ventilation and access to underground mines including shaft sinking, raise drilling and shaft lining. During the year, Macmahon continued to pursue Project activity opportunities to grow its underground mine development work. This effort resulted in two new During the year, Macmahon provided a range of ground contracts during the period. In January 2018, Macmahon’s support and production drilling services to several joint venture entity in Indonesia with NKE commenced mines including: work to develop an exploration decline at the Tujuh Bukit • Mount Wright Gold Mine – Macmahon provides copper gold project in east Java, and in March 2018, production drilling services at the Mount Wright Gold Macmahon commenced a decline extension project Mine in Queensland for Carpentaria Gold. Macmahon for CBH Resources at the Endeavor Mine near Cobar in has now been working at this project for several years. New South Wales. • Ballarat Gold Mine – Macmahon provides production drilling and cable bolting at this mine in Victoria Macmahon continues to provide raise drilling for Castlemaine Gold Fields. Macmahon expects its services at the Leinster Mine in Western Australia current works at this project will extend until as a subcontractor to Thiess and at the Olympic April 2019. Dam Mine in South Australia for BHP. Macmahon • Cadia-Ridgeway Mine – Macmahon has been has been active at Olympic Dam for more than providing cable bolting services at this mine for 10 years, and is contracted to continue with Newcrest. Macmahon’s work at this mine is likely to underground raise drilling work at this site conclude early in the 2019 Financial Year. until June 2023. In addition, a number of raise • Nifty Mine – Macmahon provides production drilling, drilling contracts were completed including • • cable bolting and shotcreting to Metals X at this mine at the Cockeyed Bob Mine for Silverlake in Western Australia. Resources and the Halls Creek Mine for Pajingo Mine – Macmahon provided box hole drilling Pantoro Limited. to Minjar Gold at this mine in Queensland. Granny Smith Gold Mine – Macmahon provided cable bolting services to Goldfields at this mine near Laverton in Western Australia. 14 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 15 OPERATIONAL REVIEW CONTINUED 16 | MACMAHON ANNUAL REPORT 2018 CIVIL CONSTRUCTION, MINING INFRASTRUCTURE & REHABILITATION In February 2018, Macmahon purchased TMM Group, EQUIPMENT MAINTENANCE & MANAGEMENT Macmahon owns and operates world-class equipment maintenance facilities, giving it a unique ability to support a Brisbane based business which provides consulting, frontline contracting services with plant maintenance design, civil construction, equipment hire, maintenance services. Macmahon’s primary workshop, located in Perth, and site rehabilitation services to coal mines in Western Australia, is a key operational asset with the Queensland. This acquisition provided Macmahon with ability to rebuild components and complete maintenance additional capabilities that are being offered to existing activities in-house. clients, and which should assist in the identification of new core mining opportunities. This facility also provides Macmahon with the ability to Project activity rapidly and efficiently deploy supplies to key customer locations, conduct essential maintenance work and Current TMM projects include: allow for fleet and personnel flexibility depending on • Peak Downs – TMM has been operating at BMA’s Peak customer demand. Downs mine in the Bowen Basin for many years. In 2018 TMM was contracted to perform rehabilitation Key Plant and Equipment and haul road construction works. The crews Macmahon’s Surface Mining fleet currently includes a performing this work are expected to be utilised to broad range of excavators, dump trucks, front end loaders, perform future projects on site including dam dozers, and drill rigs. Additional fleet is also utilised by way wall raises. of client provision or short-term hire. Macmahon’s fleet • Saraji – TMM is hiring several items of equipment to is sourced from a range of providers including Caterpillar the Saraji mine, also operated by BMA, including D11 (approximately 90% of all fleet), Hitachi, Liebherr and dozers, 24M graders, scrapers, excavators and water Atlas Copco. carts. This contract is expected to run until 2020. TMM provides a workshop and fitters on site to Macmahon’s Underground Mining fleet is comprised of service the equipment. trucks, loaders, and drills. This equipment is predominantly • Rolleston – TMM commenced work at Glencore’s sourced from Sandvik, Atlas Copco, and Caterpillar. Rolleston mine in March 2018. The scope of works Additional fleet is also utilised by way of client provision includes a creek diversion, and the construction of or short-term hire. a new flood levee and water storage facility. • Poitrel Levee – TMM’s scope of work at the Poitrel Coal Mine, operated by BHP Mitsui Coal, includes the construction of a flood protection levee for a pit expansion. This will eventually involve multiple scrapers and associated compaction equipment. MACMAHON ANNUAL REPORT 2018 | 17 OPERATIONAL REVIEW CONTINUED SAFETY PERFORMANCE With multiple project start-ups during the year, Macmahon at return to work and safety tool box meetings, committed significant resources to protecting the health and a complementary physical health program; and safety of its workforce. Despite these efforts, injury • improvement plans have been developed as part frequency rates increased compared to the prior year. of the FY19 HSEQT Strategic Plan, which if executed For the 2018 Financial Year, Macmahon’s Total Recordable industry average; Injury Frequency Rate (TRIFR) was 6.17, and the Lost Time • successful transition to the 2015 Quality standard Injury Frequency Rate (LTIFR) was 0.46. with no major non-conformances raised during the as intended, will see the TRIFR drop below A total of four Lost Time Injuries (LTI) were recorded in the year, with none of these being permanent or disabling injuries. Overall, there was a reduction in the severity of incidents recorded, and most importantly, there were no fatalities across the company’s operations. • • • transition and recertification assessments; internal audits conducted in line with the FY18 audit schedule; internal HSEQ systems audits were completed across all domestic and international operations; quality audits were completed across business functions including Procurement, Human Resources, Examples of good safety outcomes during the Tendering, Payroll, Training, Workers Compensation year included: and Injury Management; and • • • • the Martabe, Tujuh Bukit and Mt Morgans projects • improvements in environmental performance, remained LTI free since commencement; including: the Kanthan project passed the point of more than • extended tyre life leading to a reduction in 5,000 days LTI free; the number of tyres for disposal through the 85% of the company’s projects were LTI free; and introduction of a dedicated tyre manager and 67% of the company’s projects were Recordable tyre program; Injury Free. • reduction in the incidence fuel spillage from plant refuelling activities through dedicated Key safety initiatives and achievements for the period servicing vehicles; included: • a drill consumables bit resharpening program to • the implementation of a mental health program, maximise the life of consumable products; and Strong Minds Strong Mines across the company’s • topsoil stockpiling programs on green fields Australian operations. The program includes a series projects such as Mt Morgans to ensure successful of mental health videos that are presented rehabilitation and restoration can be achieved on project completion. 18 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 19 OPERATIONAL REVIEW CONTINUED PEOPLE At 30 June 2018, Macmahon’s employee base consisted of • the development and rollout of a trainee program to 3,913 employees (includes full-time equivalent contractors) provide entry level equipment operator jobs for new with a further 1,137 contractors working under Macmahon’s entrants to the mining industry. This program has now supervision or management. These numbers are a placed more than 50 people in our projects, including significant increase from 30 June 2017, and reflect the Indigenous candidates and Defence Force veterans; new work won in Australia and Indonesia, as well as the • the roll out of a short-term incentive plan for all acquisition of TMM Group. Australian based staff employees, and a long-term incentive plan for key leaders within the business; With Macmahon’s increased need for people and a • initiatives to raise Macmahon’s profile as an employer tightening labour market in the mining industry, in the Indonesian mining sector, including cross employee recruitment and retention remains a cultural exchange programs and offering several of our significant challenge for the business. Indonesian employees opportunities to visit Australia to undertake training and development; During the year Macmahon’s activities to attract, recruit • the continuation of the Macmahon Traineeship and retain people included: Program, which offers site-based employees the • the introduction of the Macmahon Talent Community, opportunity to gain the nationally recognised RII30113 an online system for people to register their interest Certificate III in Surface Extraction Operations; and in potential employment with Macmahon. More than • the expansion of the Macmahon Apprenticeship 17,000 people are now registered with this system; Program to include an entry level intake of • a recruitment campaign in Australia, the Philippines, apprentices into a four-year program, and a Indonesia and New Zealand under the branding mid-year intake of apprentices into an “We’re Growing, Grow with Us”. This campaign accelerated two-year program. utilises digital advertising and online media to maximise reach; 20 | MACMAHON ANNUAL REPORT 2018 EMPLOYEES BY BUSINESS UNIT GROUP EMPLOYEE NUMBERS MACMAHON ANNUAL REPORT 2018 | 21 FINANCIAL REVIEW FINANCIAL PERFORMANCE From continuing operations before significant items Revenue EBITDA EBIT 1H16 156.7 29.4 16.6 2H16 155.5 13.1 -2.8 2016 312.2 42.5 13.8 1H17 168.3 10.4 -4.5 EBIT Margin 10.6% -1.89% 4.4% -2.7% 2H17 191.3 21.4 2.8 1.5% 2017 359.6 31.8 -1.7 1H18 270.0 46.1 9.9 -0.5% 3.7% 2H18 440.3 72.8 31.3 7.1% 2018 710.3 118.9 41.2 5.8% REVENUE $M UNDERLYING EBIT $M s n o i l l i M s n o i l l i M 800 700 600 500 400 300 200 100 0 312.2 156.7 155.5 168.3 191.3 440.3 359.6 270.0 1H16 2H16 FY16 1H17 2H17 FY17 1H18 2H18 FY18 Year UNDERLYING EBITDA $M 118.9 72.8 120 100 80 60 40 20 0 42.5 46.1 29.4 13.1 10.4 31.8 21.4 s n o i l l i M s n o i l l i M 710.3 50 40 30 41.2 31.3 9.9 2.8 20 16.6 13.8 10 0 -10 -2.8 -4.5 -1.7 1H16 2H16 FY16 1H17 2H17 FY17 1H18 2H18 FY18 Year EBIT MARGIN 10.6% 12% 10% 8% 6% 4% 2% 0% -2% -4% 7.1% 5.8% 4.4% 3.7% 1.5% -1.9% -2.7% -0.5% 1H16 2H16 FY16 1H17 2H17 FY17 1H18 2H18 FY18 1H16 2H16 FY16 1H17 2H17 FY17 1H18 2H18 FY18 Year Year 22 | MACMAHON ANNUAL REPORT 2018 PROFIT AND LOSS Total revenue for the group increased by 97.5% from the Financing The company had cash of $109.6 million at year end prior period to $710.3 million. This growth was driven against total debt of $106.2 million. This resulted in a net by the award and commencement of five new projects cash position of $3.4 million. The increase in debt to including Batu Hijau, Byerwen, Mount Morgans, $106.2 million is attributable solely to increased finance Endeavor and Tujuh Bukit. leases relating to plant and equipment secured by the Group for the new projects which commenced as Earnings before interest, tax, depreciation and noted above. amortisation (EBITDA) from continuing operations increased from $31.8 million to $118.9 million (EBITDA In addition Macmahon has a general purpose corporate margin of 16.7%), while earnings before interest and tax debt facility of $25 million with the Commonwealth (EBIT) from continuing operations increased to $41.2 Bank of Australia which expires in October 2018. This million (EBIT margin of 5.8%). This result was a significant facility is currently drawn for bank guarantees for improvement on the FY17 EBIT loss. $7.5 million. Similarly, net profit after tax (NPAT) from continuing Commonweath Bank of Australia has provided Macmahon operations increased to $31.3 million, which was a with a credit approved term sheet to extend this facility for significant improvement on the FY17 net loss. a further term of two years with an increased facility limit of $50M. The documentation of this extension is currently The increase in earnings was a result of the income from being finalised. new projects as noted above, and improved performance at the Telfer project. Working Capital Depreciation Current trade and other receivables were $152.3 million at 30 June 2018 ($53.4 million in 2017) while current Depreciation of property, plant and equipment from trade and other payables were $174.3 million at 30 June continuing operations increased from $33.5 million to 2018 ($74.0 million in 2017). Inventory increased from $77.7 million primarily as a result of the acquisition of $32.1 million in 2017 to $42.0 million. Working capital has Batu Hijau equipment which is being fully depreciated increased during the financial year primarily due to the over 5 years. The vast majority of remaining equipment commencement of new projects named above. is depreciated on cumulative hours worked. Finance Costs CASH FLOW Net operating cash flow (excluding interest and The increased use of finance leases to fund growth capital tax) increased to $101.9 million (FY17: $30.3 million), expenditure resulted in increased finance costs. representing a conversion rate from EBITDA of 85.7%. Tax Operating cash flow improved significantly commensurate with our earnings growth, but cash flow conversion was The Group reported a tax expense of $7.5 million for impacted due to build-up in working capital for the new continuing operations. The effective tax rate for continuing contracts won. operations is 19.4% due to the recognition of previously unrecognised deferred tax assets. Excluding these items the effective tax rate would have been 28.2%. CAPITAL EXPENDITURE Capital expenditure for the year totalled $312.3 million, comprising $182.5 million for equipment acquired as BALANCE SHEET Macmahon’s net assets increased to $409.8 million at 30 part of the AMNT transaction which was paid for in scrip. Excluding this, capital expenditure was $129.8m, of which June 2018 (2017: $185.0 million), resulting in net tangible $85.7m was equipment finance leased and $44.1m was assets increasing from 15 cents per share to 19 cents per funded in cash. share. The increase was largely due to the addition of US$146 million of plant and equipment at Batu Hijau following the AMNT Transaction. DIVIDEND & CAPITAL MANAGEMENT The Board has determined that a dividend will not be declared for the year ended 30 June 2018. MACMAHON ANNUAL REPORT 2018 | 23 STRATEGY Macmahon’s vision is to become the leading multi-disciplinary mining services contractor in Australia and Southeast Asia. The company’s goals are to successfully capitalise on its broad expertise, world class facilities, diverse geographic base, demonstrated relationship approach and robust balance sheet. In particular, Macmahon is focused on the following strategic priorities: 24 | MACMAHON ANNUAL REPORT 2018 01 SAFETY Improving safety performance across all operations remains a core priority. 03 TECHNOLOGY Macmahon is increasing its investment in innovation and technology to differentiate its services and ensure they are delivered in the most efficient and productive manner. 05 NEW WORK Macmahon remains focused on securing new work across a diverse spread of commodities, clients and geographies. 02 EXECUTION & RELATIONSHIPS Macmahon is focused on ensuring all its current projects perform on or above expectations. Macmahon is also committed to fostering strong relationships with its customers, including leveraging off its strategic relationship with AMNT. 04 PEOPLE & CULTURE Macmahon aims to instil a proactive, positive culture where people are empowered to make decisions, are accountable for their actions and rewarded appropriately if successful. 06 DIVERSIFICATION Macmahon is committed to growing its core mining business (in particular its underground development business), however it is also exploring M&A opportunities to grow and expand its offering. MACMAHON ANNUAL REPORT 2018 | 25 RISK MANAGEMENT Macmahon defines risk management as the identification, assessment and management of risks that have the potential to materially impact on its operations, people, reputation, and financial results. Given the breadth of operations and the geographies and markets in which the company operates, a wide range of risk factors have the potential to impact on Macmahon. While Macmahon attempts to mitigate and manage risks where it is efficient and practicable to do so, there is no guarantee these efforts will be successful. Set out below is an overview of a number of material risks facing Macmahon. These risks are not set out in any particular order and do not comprise every risk that Macmahon could encounter when conducting its business. Rather, they are the most significant risks that, in the opinion of the Board, should be considered and monitored by both existing shareholders and potential shareholders in the company. PERFORMANCE OF THE BATU HIJAU PROJECT The future financial performance of Macmahon, • GUIDANCE • Macmahon provides forecasts and predictions about including during FY19, is heavily dependent on its future performance (“Guidance”) on the basis of outcomes at the Batu Hijau project. several assumptions which may subsequently prove to • • Any underperformance at the Batu Hijau Mine will be be incorrect. particularly material to Macmahon. • Guidance is not a guarantee of future performance, The mining services contract for the Batu Hijau and is subject to known and unknown risks, many of project requires agreements to be reached about which are beyond the control of Macmahon. certain matters on a regular basis, including annual • Key identified risks that may result in Macmahon not performance targets. There is no guarantee this meeting its Guidance include, but are not limited to, will occur. termination of key contracts, variability in cost and • The Batu Hijau mine is located in Indonesia, where the productivity assumptions, and inability to recover risk of earthquake, volcanic eruption and tsunami is claims and variations from clients. higher than many other parts of the world. Macmahon • Macmahon’s actual results may differ materially from notes there has been recent volcanic activity and its Guidance and the assumptions on which the earthquakes on the nearby island of Lombok, Guidance is based. which may impact on Batu Hijau. PERFORMANCE OF THE TELFER PROJECT • As previously disclosed, Macmahon has been working CONTINGENT LIABILITIES • Macmahon is exposed to a number of contingent liabilities, including the shareholder class action to resolve several issues on the Telfer project that have described in the notes to this Annual Report. resulted in it incurring significant losses. There is no • The Guidance provided by Macmahon will be guarantee that the predictions or forecasts made by negatively impacted if those contingent liabilities that Macmahon about the future financial performance are currently unquantified, including the shareholder of the Telfer project will be realised and there is a class action, crystallise into actual liabilities. heightened prospect of dispute with the client if this occurs. • Performance at the Telfer mine is subject to various RELIANCE ON KEY CUSTOMERS • Macmahon’s business relies on a number of individual operational and contractual risks. While some of these contracts and business alliances and Macmahon risks apply to all projects, performance at Telfer may derives a significant proportion of its revenue from be particularly material to Macmahon. a small number of key long term customers and business relationships with a few organisations. In the event that any of these customers reduces production or scales back operations, terminates the relationship, defaults on a contract or fails to renew their contract with Macmahon, this may have an adverse impact on the financial performance and/or financial position of Macmahon. 26 | MACMAHON ANNUAL REPORT 2018 INDUSTRY AND COMMODITY CYCLES • Macmahon’s financial performance is influenced • Early termination or failure to renew a contract by Macmahon’s clients when that renewal is by the level of activity in the resources and mining expected is likely to have an adverse effect on industry, which is impacted by a number of factors financial performance. beyond the control of Macmahon. This includes: • While Macmahon has no reason to believe any existing • demand for mining production, which may be or potential contracts will be terminated, there can be influenced by factors including (but not limited no assurance that this will not occur. to) prices of commodities, exchange rates and • Due to the nature of Macmahon’s business, there the competitiveness of Australian and Indonesian is also a risk that Macmahon’s claims for contract mining operations; variations are disputed and not ultimately agreed, • government policy on infrastructure spending; or are insufficiently certain at a point in time such • the policies of mine owners including their that they cannot be brought to account in a given decisions to undertake their own mining accounting period. operations or to outsource these functions; and • the availability and cost of key resources including people, large earth moving equipment and critical PROJECT DELIVERY RISK • Execution and delivery of projects involves judgment consumables. regarding the planning, development and operation • Macmahon is indirectly exposed to movements in of complex operating facilities and equipment. As commodity prices, which are volatile and beyond a result, Macmahon’s operations, cash flows and Macmahon’s control. liquidity could be affected if the resources or time • Adverse movements in commodity prices may reduce needed to complete a project are miscalculated, if it the pipeline of work in the mining sector and the level fails to meet contractual obligations, or if it encounters of demand for the services of Macmahon’s mining delays or unspecified conditions. business, which could have a material impact on Macmahon’s operating and financial performance. FAILURE TO WIN NEW CONTRACTS • Macmahon’s performance is impacted by its ability MARGINS, OPERATIONS, SAFETY AND ENVIRONMENT • Cost overruns, unfavourable contract outcomes, serious or continued operational failure, disruption at to win, extend and complete new contracts. Any key facilities, disruptions to communication systems or failure by Macmahon to continue to win new a safety incident have the potential to have an adverse contracts and work will impact its financial financial impact. performance and position. • Macmahon is also exposed to input costs through • Macmahon expects to continue to have a broad range its operations, such as the cost of fuel and energy of competitors across all of its operations, which sources, equipment and personnel. To the extent impacts the margins obtainable on contracts. There is that these costs cannot be passed on to customers a risk that existing and increased future competition in a timely manner, or at all, Macmahon’s financial may limit the ability to win new contracts or achieve performance could be adversely affected. attractive margins. • Macmahon’s operations involve risk to personnel and EARLY CONTRACT TERMINATION AND CONTRACT VARIATIONS • Guidance is partly based on current contracts in hand property. An accident may occur that results in serious injury or death, damage to property and environment, which may have an adverse effect on Macmahon’s financial performance, and reputation and ability to and Macmahon derives a significant proportion of its win new contracts. revenue from providing services under large contracts. A client could terminate services on short term notice and as a result, there can be no assurance that work in hand will be realised as revenue in any future period. There could be future risks and costs arising from any termination of contract. MACMAHON ANNUAL REPORT 2018 | 27 RISK MANAGEMENT CONTINUED CONTRACT PRICING RISK • If Macmahon materially underestimates the cost of CURRENCY FLUCTUATION • Macmahon is exposed to fluctuations in the value providing services, equipment, or plant, there is a of the Australian dollar versus other currencies due risk of a negative impact on Macmahon’s to international operations and as Macmahon’s financial performance. COMMODITY PRICE EXPOSURE • Gold and copper are the two most important consolidated results are reported in Australian dollars. Consolidated financial results are reported in Australian dollars, if Macmahon generates sales or earnings or has assets and liabilities in other commodities contributing to Macmahon’s order book currencies, the translation into Australian dollars and tender pipeline. If the gold and copper industries for financial reporting purposes could result in a were to suffer, it would have a material adverse effect significant increase or decrease in the amount of on Macmahon revenues and profitability. those sales or earnings and net assets. EQUIPMENT AND CONSUMABLE AVAILABILITY • Macmahon has a significant fleet of equipment PARTNER AND CONTROL RISK • Macmahon may undertake services through and and has a substantial ongoing requirement for participate in joint ventures or partnering/alliance consumables including tyres, parts and lubricants. arrangements. The success of these partnering If Macmahon cannot secure a reliable supply of activities depends on satisfactory performance by equipment and consumables, there is a risk that Macmahon’s partners. The failure of partners to meet its operational and financial performance may be performance obligations could impose additional adversely affected. KEY PERSONNEL • Macmahon’s growth and profitability may be limited financial and performance obligations that could cause significant impact on Macmahon’s reputation and financial results, including loss or termination of the contract and loss of profits. by loss of key operating personnel, inability to recruit • Following the completion of the AMNT transaction, and retain skilled and experienced employees or by AMC (which is a related party of AMNT) has become increases in compensation costs. the largest shareholder of Macmahon with a 44.3% shareholding, giving AMC significant influence over Macmahon, with the ability to block special resolutions of shareholders and potentially to pass or block ordinary resolutions. AMC’s interests as a shareholder of Macmahon may differ from the interests of other shareholders, and the existence of this shareholding (together with other major shareholdings) may reduce the prospects of persons making takeover bids for Macmahon in the future. 28 | MACMAHON ANNUAL REPORT 2018 COUNTRY RISK • While Macmahon has significant operations in Australia, its largest project is in Indonesia and it may OTHER MATERIAL RISKS THAT COULD AFFECT MACMAHON INCLUDE: • A major operational failure or disruption at key undertake new projects in mining regions such as facilities or to communication systems which West Africa, where sovereign risk may be higher than interrupt Macmahon’s business; is the case in Australia. • Changing government regulation including tax, • Operating in international markets can expose occupational health and safety, and changes in policy Macmahon to additional adverse economic and spending; conditions, civil unrest, conflicts, terrorism, security • Loss of reputation through poor project outcomes, breaches and bribery and corrupt practices. unsafe work practices, unethical business practices, • Some countries in which Macmahon operates, or may and not meeting the market’s expectation of our operate in future, have less developed legal, regulatory financial performance; or political systems than in Australia, which may be subject to unexpected or sudden change or in which it may be more difficult to enforce legal rights. • • Foreign exchange rates and interest rates in the ordinary course of business; and Loss of key Board, management or • The financial performance and position of operational personnel. Macmahon’s foreign operations may be adversely affected by changes in the fiscal or regulatory regimes applying in the relevant jurisdictions, changes in, or difficulties in interpreting and complying with local laws and regulations of different countries (including tax, labour, foreign investment law) and nullification, modification or renegotiation of, or difficulties or delays in enforcing contracts with clients or joint venture partners that are subject to local law. MACMAHON ANNUAL REPORT 2018 | 29 BOARD JIM WALKER INDEPENDENT, NON-EXECUTIVE CHAIRMAN EVA SKIRA INDEPENDENT, NON-EXECUTIVE DIRECTOR Mr Walker has over 40 years of experience in the resources Ms Skira has a background in banking, capital markets, sector. Until 2013 he was the Managing Director and Chief stockbroking and financial markets, previously holding Executive Officer of WesTrac Group, where he led the rapid executive positions at Commonwealth Bank in the development of that business in industrial and mining Corporate Banking/Capital Markets divisions and services locally and in China. later with stockbroker Barclays de Zoete Wedd. Mr Walker has been a Director of Macmahon since 2013. Ms Skira has served on a number of boards in business, government and the not-for-profit sectors across a range of industries. VYRIL VELLA INDEPENDENT, NON-EXECUTIVE DIRECTOR KIM HORNE INDEPENDENT, NON-EXECUTIVE DIRECTOR Mr Vella has over 40 years’ experience in the civil Mr Horne joined the Board as a Non-executive Director engineering, building, property and construction in March 2018. Mr Horne has close to 45 years’ experience industries. During Mr Vella’s 34 years with the Leighton as a senior executive in the mining industry working for Group (now CIMIC) he held various positions including Alcoa in Australia and overseas. During Mr Horne’s career, General Manager NSW, Director of Leighton Contractors he has also held non-executive roles for industry groups, Pty Ltd, Founding Director of Welded Mesh Pty Ltd, not-for-profit and government organisations. Mr Horne Managing Director of Leighton Properties and Associate is a graduate of the University of Western Australia’s Director of Leighton Holdings. Mr Vella was also a management education program and was appointed consultant to Leighton Holdings, where he advised on Member of the Order of Australia in January 2014 for investment in the residential market, general property his services to the mining industry. issues and major construction and infrastructure projects. 30 | MACMAHON ANNUAL REPORT 2018 ALEX RAMLIE NON-INDEPENDENT, NON-EXECUTIVE DIRECTOR ARIEF SIDARTO NON-EXECUTIVE DIRECTOR Mr Ramlie is a Director of AMNT. Prior to joining AMNT, he Mr Sidarto is the Chief Financial Officer of AMNT. His was the President Director and Chief Executive Officer of qualifications include an MBA from Harvard Business PT Borneo Lumbung Energi & Metal Tbk, which operated School and two bachelor degrees with summa cum laude a hard coking coal mine in Central Kalimantan. from The Wharton School of Finance and The Engineering School of the University of Pennsylvania. Between 2012 and 2015, Mr Ramlie was also a Director of Bumi PLC, a Vice-President Commissioner/ Vice-Chairman Prior to joining AMNT in April 2017, Mr Sidarto held the of PT Berau Coal Energy Tbk and its subsidiary, PT Berau position of Managing Director and Member of the Board Coal, and held Commissioner positions in PT Bumi of PT Rajawali Corpora. He was also Managing Partner of Resources Tbk, PT Kaltim Prima Coal, and PT Samuel Group from 2009 to 2015 and Managing Director Arutmin Indonesia. of Wellspring Capital Partners from 2010 to 2014. Before entering the mining industry in 2011, Mr Ramlie was Mr Sidarto was previously with Goldman Sachs New York a private equity professional and was Managing Director in 1991 in its Structured Finance Division; before relocating of Ancora Capital Management Pte. Ltd., an Indonesia- to Hong Kong and then Singapore to run investment focused private equity fund. banking and corporate finance as Chief Operating Officer. MACMAHON ANNUAL REPORT 2018 | 31 EXECUTIVE MANAGEMENT TEAM MICHAEL FINNEGAN CHIEF EXECUTIVE OFFICER GILES EVERIST CHIEF FINANCIAL OFFICER Mr Finnegan holds a Bachelor of Science (Mining) with 20 Mr Everist was appointed as Chief Financial Officer in years’ experience in the mining industry. The last 15 years December 2017. He has more than 30 years’ finance have primarily been spent in senior line management experience primarily within the resources sector. He has a positions. Mr Finnegan has a strong commercial and Bachelor of Sciences (Honours) in Mechanical Engineering technical background and has spent time in operations from the University of Edinburgh and is also a Chartered on the east and west coast of Australia as well as a Accountant. Prior to joining Macmahon, Mr Everist held the number of countries throughout Asia. position of Chief Financial Officer and Company Secretary at Monadelphous Group. GREG GETTINGBY GENERAL COUNSEL AND COMPANY SECRETARY CARL O’HEHIR GENERAL MANAGER, TMM GROUP Mr Gettingby joined Macmahon in 2002 and was Mr O’Hehir holds a Bachelor of Engineering (Mining) and appointed to the position of Group General Counsel/ is a Site Senior Executive under the Queensland Coal Company Secretary in 2011. He previously held Mining Safety and Health Act. Mr O’Hehir has over 18 years’ commercial management and legal roles with the experience in open cut mining in Queensland and in Africa Company across all divisions of its business. Prior to across technical, operational and managerial roles. Prior to joining Macmahon, Mr Gettingby worked as a lawyer joining TMM in July 2010, Mr O’Hehir held senior positions in private practice and holds a Bachelor of Arts and at Thiess and BHP. a Bachelor of Laws. 32 | MACMAHON ANNUAL REPORT 2018 IAN CRAWFORD GENERAL MANAGER, SURFACE MINING AUSTRALIA Mr Crawford is a Chartered Mining Engineer with over 30 years’ mining industry experience in Australia, Southeast Asia and the United Kingdom. Prior to joining Macmahon in August 2017, Mr Crawford was the COO for Roy Hill. He has held several senior operational management positions with both mining contractors and owner operator mining companies. MICHAEL FISHER PRESIDENT DIRECTOR, PT MACMAHON MINING SERVICES MARK HATFIELD GENERAL MANAGER, PLANT AND MAINTENANCE SERVICES Mr Fisher has 19 years’ experience in the mining industry Mr Hatfield has more than 16 years’ experience within the and holds a Graduate Diploma of Mine Engineering. mining and heavy equipment industry and has fulfilled The last 8 years have primarily been spent in senior numerous operational and senior leadership roles. Mr management positions. Mr Fisher has a strong commercial Hatfield has a strong technical background and has spent and operational background, with experience in mineral time in operations on the west coast of Australia as well as and coal operations in the Northern Territory, on the east a number of countries throughout Asia. coast of Australia and several provinces across Indonesia. MACMAHON ANNUAL REPORT 2018 | 33 34 | MACMAHON ANNUAL REPORT 2018 EXECUTIVE MANAGEMENT TEAM CONTINUED DAVID VAN DEN BERG CHIEF TECHNOLOGY AND INNOVATION OFFICER KATHERINE BLACKLOCK MANAGER, HUMAN RESOURCES Mr van den Berg was appointed as Chief Technology and Ms Blacklock was appointed Manager – Human Resources Innovation Officer in August 2016. He brings an extensive in November 2016. She holds a Bachelor of Science technology and commercial background to Macmahon (Psychology and Anatomy) and Grad. Dip. Bus (HRM) with through his 23 years’ experience across the mining, 25 years in Human Resource management in the resources management consulting and technology sectors. Mr sectors. Prior to joining Macmahon, Mrs Blacklock was the van den Berg commenced with Macmahon in 2008, as Human Resources Manager – International Projects at Bis Chief Information Officer. Prior to Macmahon, Mr van den Industries and was the founding Director of HRwise, a HR Berg held senior management and technology positions consultancy providing hands-on HR support to resource in both Australia and the UK, including BHP Billiton, sector clients both in Australia and internationally for PriceWaterhouseCoopers and CitiGroup. 10 years. KALE ROSS MANAGER, HSEQT Mr Ross has more than 16 years’ experience working across construction, underground and surface mining operations in numerous operational and senior leadership roles. Mr Ross has a strong operational and technical, safety and training background and has worked across multiple jurisdictions within Australia and more recently in Nigeria and Southeast Asia. MACMAHON ANNUAL REPORT 2018 | 35 DIRECTORS’ REPORT The Directors present their report, together with the financial statements, on the consolidated entity (referred to hereafter as the “Group” or the “consolidated entity”) consisting of Macmahon Holdings Limited (referred to hereafter as the “parent entity” or “the Company”) and the entities it controlled at the end of, or during, the year ended 30 June 2018. 36 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 37 DIRECTORS’ REPORT DIRECTORS The following persons were Directors of Macmahon Holdings Limited during the financial year and up to the date of this report, unless otherwise stated: MR JIM WALKER Position: Special responsibilities: Mr Walker is currently a member of the Board’s Audit Independent Non-executive Chairman (since 14 July 2015) & Risk Committee and the Board’s Remuneration & Executive Chairman (22 January 2015 to 13 July 2015) Nomination Committee. Qualifications: GAICD, FCA, FAIM Experience and expertise: Interests in shares: 425,000 Interests in options: None Mr Walker joined the Board as a Non-executive Director in MS EVA SKIRA October 2013 and was appointed Chairman in March 2014. Position: From January 2015 until July 2015 Mr Walker assumed the Independent Non-executive Director role of Executive Chairman while the Board sought a replacement Chief Executive Officer. Qualifications: BA (Hons), MBA, SF Fin (Life Member Fin), Mr Walker has over 40 years of experience in the resources FAICD, FAID, FGIA, FCIS sector. Until 2013 he was the Managing Director and Chief Executive Officer of WesTrac Pty Ltd, where he led that Experience and expertise: company’s rapid development in industrial and mining Ms Skira joined the Board as a Non-executive Director services locally and in China. Prior to this, Mr Walker held in September 2011. Ms Skira has a background in various roles with other Australian Caterpillar dealers. banking, capital markets, stockbroking and financial Mr Walker is a graduate member of the Australian Institute markets, previously holding executive positions at the of Company Directors (AICD) and a member of the Commonwealth Bank in the Corporate Banking/Capital Australian Institute of Management (AIM WA), holding Markets divisions and later with stockbroker Barclays de the position of President WA (2008–2010) and National Zoete Wedd. President – Australia (2010–2013). Other current directorships: Ms Skira has served on a number of boards in business, government and the not–for–profit sectors across a range Mr Walker is currently Chairman of Austin Engineering of industries. Ms Skira completed her BA (1st Class Honors, Limited (appointed November 2016), Deputy Chairman of Economic History) at the University of New South Wales, Seeing Machines Limited (appointed May 2017), Chairman and obtained her Masters of Business Administration (Dux of Australian Potash Limited and Deputy Chair of RACWA and Distinction) at the IMD business school, Switzerland. Holdings (appointed April 2018). He also chairs the State Training Board WA and Wesley College WA, and is a Other current directorships: trustee of the WA Motor Museum. Ms Skira is currently a Non-executive Director of RCR Former directorships (last 3 years): Former directorships (last 3 years): No listed entities Non-executive Director of Programmed Group Limited. Tomlinson and Western Power. Mr Walker was a director of Seven Group Holdings Ltd, Ms Skira is currently the Chair of the Board’s Audit & Risk National Hire Group Limited, Skilled Group Limited, and Committee and a member of the Board’s Remuneration & Coates Group Holdings Pty Ltd. Nomination Committee. Special responsibilities: Interests in shares: None Interests in options: None 38 | MACMAHON ANNUAL REPORT 2018 MR VYRIL VELLA Position: MR KIM HORNE Position: Independent Non-executive Director Independent Non-executive Director Qualifications: Qualifications: BSc, BE (Hons), M.Eng.Sc, FIEAust, FAICD Mr Horne holds a Diploma in Frontline Supervision, Experience and expertise: a WA Restricted Quarry Managers Certificate, and is a graduate of the University of WA Management Mr Vella joined the Board as a Non-independent Non- Education Programme. executive Director in November 2007. Mr Vella has over 40 years’ experience in the civil engineering, building, He has completed the Australian Institute of Company property and construction industries. During Mr Vella’s 34 Directors Training Course and is a graduate of the years with the Leighton Group he held various positions Alcoa Executive programme. including General Manager NSW, Director of Leighton Contractors Pty Ltd, Founding Director of Welded Mesh Experience and expertise: Pty Ltd, Managing Director of Leighton Properties and Mr Horne joined the Board as a Non-executive Director Associate Director of Leighton Holdings. Mr Vella was a in March 2018. Mr Horne has had extensive executive consultant to Leighton Holdings, where he advised on experience with Alcoa, where he was involved in mine investment in the residential market, general property development and management, human resources, issues and major construction and infrastructure projects. corporate affairs, strategy and government relations. Other current directorships: No listed entities Australia and President of Alcoa’s Global Mining Centre. Former directorships (last 3 years): No listed entities His most recent roles were as Executive Director of Alcoa Special responsibilities: Mr Horne is currently the Deputy Chair of Synergy (the State electricity generator and retailer in Western Mr Vella is currently Chair of the Board’s Remuneration Australia), a non-executive director of the Fremantle Port & Nomination Committee and a member of the Board’s Authority and Rainbow Bee Eater (a private company Audit & Risk Committee. specialising in low cost renewable energy from biomass) Interests in shares: 1,857,842 Interests in options: None and a life member of the Chamber of Minerals and Energy. In 2014, Mr Horne was appointed as a Member of the Order of Australia for his services to the mining industry. Other current directorships: No listed entities Former directorships (last 3 years): Alcoa Australia Special responsibilities: Mr Horne is currently a member of the Board’s Remuneration & Nomination Committee. Interests in shares: None Interests in options: None MACMAHON ANNUAL REPORT 2018 | 39 DIRECTORS CONTINUED MR ALEXANDER RAMLIE Position: Mr Ramlie began his career as an investment banker at Lazard Frères & Co and has a Bachelor of Arts and a Master (AMNT Nominee) Non-independent, Non-executive of Arts in Economics from Boston University. Director (appointed 8 August 2017) Other current directorships: Qualifications: Mr Ramlie is currently President Director of PT Cakrawala Bachelor of Arts and a Master of Arts in Economics from Langit Sejahtera (an Indonesian entity) and a director Boston University. Experience and expertise: of PT Amman Mineral Nusa Tenggara (an Indonesian entity), Amman Mineral Contractors (Singapore) Pte Ltd (a Singapore entity), Shwegen Asia Pte Ltd (a Singapore Mr Ramlie joined the Board as a Non-executive Director entity), Nusa Tenggara Mining Services Contractors Pte. and nominee of AMNT in August 2017 after the successful Ltd (a Singapore entity), Amman Mineral Singapore Pte. completion of the AMNT Transaction. Prior to becoming Ltd. (a Singapore entity), Phase Seven Contractors Pte. Ltd. a director of AMNT, Mr Ramlie was the President Director (a Singapore entity), Benete Mining Pte. Ltd. (a Singapore and Chief Executive Officer of PT Borneo Lumbung Energi entity) and Benete International Trading FZE (a Dubai, & Metal Tbk from 2011 to 2015. Borneo operates a hard UAE entity). coking coal mine in Tuhup, Central Kalimantan, which is held by its wholly-owned subsidiary, PT Asmin Former directorships (last 3 years): Koalindo Tuhup. – President Director PT Borneo Lumbung Energi & Metal Tbk from 2011 to 2015 Between 2012 and 2015, Mr Ramlie was also a Director of – Director Bumi PLC, a Vice-President Commissioner/ Vice- Bumi PLC, a Vice-President Commissioner/Vice-Chairman Chairman of PT Berau Coal Energy Tbk and its subsidiary, of PT Berau Coal Energy Tbk and its subsidiary, PT Berau PT Berau Coal between 2012 and 2015 Coal, and held Commissioner positions in PT Bumi Resources Tbk, PT Kaltim Prima Coal, and PT Special responsibilities: None Arutmin Indonesia. Interests in shares: None Interests in options: None Before entering the mining industry in 2011, Mr Ramlie was a private equity professional and was Managing Director of Ancora Capital Management Pte. Ltd, an Indonesia focused private equity fund. 40 | MACMAHON ANNUAL REPORT 2018 MR ARIEF WIDYAWAN SIDARTO corporate finance as Chief Operating Officer. Responsible Position: for deal execution (M&As, LBOs, restructuring, debt and (AMNT Nominee) Non-independent, Non-executive equity capital raisings), select client relationships and Director (appointed 8 August 2017) cross selling (commodities, asset-liability management Qualifications: Mr Sidarto qualifications include an MBA from Harvard products). Member of Goldman Sach’s Commitments Committee. Business School and two bachelor degrees with summa Other current directorships: cum laude from The Wharton School of Finance and The Mr Sidarto is currently Director of Amman Mineral Engineering School of the University of Pennsylvania. Contractors (Singapore) Pte Ltd (a Singapore entity), Experience and expertise: Amman Mineral Singapore Pte. Ltd. (a Singapore entity), Medco Pacific Resources Pte. Ltd. (a Singapore entity), Prior to joining AMNT in April 2017, Mr Sidarto has had the Medco Resource International Pte. Ltd. (a Singapore following roles: entity), Nusa Tenggara Mining Services Contractors Pte. Ltd. (a Singapore entity), Phase Seven Contractors Pte. Ltd. Managing Director and Member of the Board of PT (a Singapore entity), Benete Mining Pte. Ltd. (a Singapore Rajawali Corporation, the holding company of a diversified entity), Slate Alt (a Singapore Entity) and PT Amman business group with businesses, among others, palm Mineral Nusa Tenggara (an Indonesian entity). plantation (IDX-listed), gold mining, coal mining (IDX- listed) and other mining assets, properties (St Regis, Former directorships (last 3 years): Four Seasons, Sheraton, etc.), transportation (IDX-listed), Director of In-Sing Minerals Pte. Ltd. (a Singapore entity) infrastructure (IDX-listed), and ad agency (IDX-listed); and Goodearth Universal Pte. Ltd. (a Singapore entity) member of Finance and Investment Committee, Ethics and Managing Director and Member of the Board of PT Committee and Audit & Risk Management Committee. Rajawali Corporation Managing Partner of Samuel Group from 2009 to 2015. Concurrently, Managing Director of Wellspring Capital Special responsibilities: None Partners from 2010 to 2014. Interests in shares: None Interests in options: None Previously with Goldman Sachs New York in 1991 in its Structured Finance Division; relocated to Hong Kong and subsequently to Singapore to run investment banking and MACMAHON ANNUAL REPORT 2018 | 41 MEETINGS OF DIRECTORS The number of meetings of the Company’s Board of Directors (“the Board”) and of each Board committee held during the year ended 30 June 2018, and the number of meetings attended by each Director were: FULL BOARD MEETINGS SPECIAL BOARD MEETINGS ( C ) AUDIT & RISK COMMITTEE MEETINGS REMUNERATION & NOMINATION COMMITTEE MEETINGS OTHER COMMITTEE MEETINGS ( D ) Eligible to Attend ( A ) Attended ( B ) Eligible to Attend ( A ) Attended ( B ) Eligible to Attend ( A ) Attended ( B ) Eligible to Attend ( A ) Attended ( B ) Eligible to Attend ( A ) Attended ( B ) J A Walker C R G Everist E Skira V A Vella A Ramlie A W Sidarto K A Horne 11 4 11 11 11 11 4 11 4 10 11 10 10 4 2 2 2 2 2 2 * 1 2 2 1 1 1 * 4 2 4 4 * * * 4 2 3 4 * * * 3 1 3 3 * * 1 3 1 2 3 * * 1 * 1 1 * * * * * 1 1 * * * * A. Number of meetings held during the time the director held office or was a member of the committee during the year. B. Number of meetings attended. C. Special Board meetings, unscheduled meetings called at short notice. D. Other committees include sub-committees of the board. * Not a member of the relevant committee or board. COMPANY SECRETARY Mr Gettingby holds a Bachelor of Arts and a Bachelor DIVIDENDS There were no dividends paid, recommended or declared of Laws. during the current or previous financial year. Mr Gettingby joined Macmahon in 2002 and was appointed to the position of Group General Counsel/ REVIEW OF OPERATIONS For the 12 months ended 30 June 2018, the Group reported Company Secretary in 2011. He previously held increases in total revenue, earnings before interest and tax commercial management and legal roles with (EBIT) and net profit after tax from continuing operations which was driven by the commencement of new contracts including scope modifications on existing contracts. A review of and information about the operations of the consolidated entity during the financial year and of the results of those operations is contained on pages 10 to 29, that forms part of this Director’s report. the Company. Prior to joining Macmahon, Mr Gettingby worked as a lawyer in private practice. PRINCIPAL ACTIVITIES The principal activities of the consolidated entity consisted of providing mining services to mining companies throughout Australia and Southeast Asia. Apart from the above, or as noted elsewhere in this report, there were no significant changes in the nature of the activities of the consolidated entity during the financial year under review. 42 | MACMAHON ANNUAL REPORT 2018 SIGNIFICANT CHANGES IN THE STATE OF AFFAIRS Significant changes in the state of affairs of the Group MATTERS SUBSEQUENT TO THE END OF THE FINANCIAL YEAR Subsequent to year end the Board put in place a new during the financial year were as follows: Non-executive Director salary sacrifice plan. For details refer to the ASX announcement dated 5 July 2018. Significant asset acquisition - AMNT Macmahon shareholders approved its transaction with PT Amman Mineral Nusa Tenggara (“AMNT”) at a General Meeting on 12 July 2017. Completion of the Transaction LIKELY DEVELOPMENTS & EXPECTED RESULTS OF OPERATIONS Likely developments in the operations of the consolidated occurred on 8 August 2017. entity in future financial years and the expected results of those operations have been included generally within the The transaction resulted in: financial report. • Macmahon Indonesia acquiring US$145.6m mobile mining equipment in exchange for the issue of 954,064,924 new Macmahon shares to related parties of AMNT; ENVIRONMENTAL REGULATION The consolidated entity is not subject to any significant environmental regulation under • • the life of mine mining services contract with AMNT Australian Commonwealth or State law. becoming effective; and two new Directors joining the Macmahon Board, Mr Alex Ramlie and Mr Arief Sidarto. Following completion of the transaction AMNT’s related party has an interest in 44.3% of Macmahon’s total shares on issue. For details of the AMNT Transaction please refer to the Notice of Meeting for the AMNT Transaction published on the ASX website on 13 June 2017, and the company’s ASX announcement dated 19 April 2018. Acquisition of a 100% subsidiary - TMM Group In February 2018, Macmahon signed an agreement to purchase TMM Group, a Brisbane-based group of companies which provide civil construction and operations and maintenance services to the Queensland coal mining industry. The acquisition of TMM will provide Macmahon with additional civil capability that is expected to be an enabler to core mining work through contracts for initial site earthworks. For details of the acquisition please refer to ASX announcement dated 13 February 2018. MACMAHON ANNUAL REPORT 2018 | 43 REMUNERATION REPORT (AUDITED) The audited remuneration report is set out on pages 47 to 59 and forms part of this Directors’ report. requirements of the Corporations Act 2001 for the following reasons: INDEMNITY AND INSURANCE OF OFFICERS The Company has indemnified the Directors and Executives of the Company for costs incurred, in their – all non-audit services have been reviewed and approved to ensure that they do not impact the integrity and objectivity of the auditor; and capacity as a Director or Executive, for which they may – none of the services undermine the general principles be held personally liable, except where there is a lack relating to auditor independence as set out in APES 110 of good faith. Code of Ethics for Professional Accountants issued by the Accounting Professional and Ethical Standards Board, During the financial year, the Company paid a premium in including reviewing or auditing the auditor’s own work, respect of a contract to insure the Directors and Executives acting in a management or decision–making capacity for of the company against a liability to the extent permitted the parent entity, acting as advocate for the parent entity by the Corporations Act 2001. The contract of insurance or jointly sharing economic risks and rewards. prohibits disclosure of the nature of liability and the amount of the premium. ROUNDING OF AMOUNTS The consolidated entity is of a kind referred to in ASIC INDEMNITY AND INSURANCE OF AUDITOR The Company has not, during or since the financial year, Corporations (Rounding in Financial/Directors’ Reports) Instrument 2016/191, issued by the Australian Securities indemnified or agreed to indemnify the auditor of the and Investments Commission, relating to “rounding– off”. Company or any related entity against a liability incurred Amounts in this report have been rounded off in by the auditor. During the financial year, the Company has not paid a premium in respect of a contract to insure the auditor of the Company or any related entity. PROCEEDINGS ON BEHALF OF THE PARENT ENTITY No person has applied to the Court under section 237 of the Corporations Act 2001 for leave to bring proceedings accordance with that Class Order to the nearest thousand dollars, or in certain cases, the nearest dollar. AUDITOR’S INDEPENDENCE DECLARATION A copy of the auditor’s independence declaration as required under section 307C of the Corporations Act 2001 is set out on page 45. AUDITOR KPMG continues in office in accordance with section 327 on behalf of the parent entity, or to intervene in any of the Corporations Act 2001. proceedings to which the parent entity is a party for the purpose of taking responsibility on behalf of the parent This report is made in accordance with a resolution entity for all or part of those proceedings. of Directors, pursuant to section 298(2)(a) of the Corporations Act 2001. NON-AUDIT SERVICES Details of the amounts paid or payable to the auditor for non-audit services provided during the financial year by the auditor are outlined in note 28 to the financial statements. The Directors are satisfied that the provision of non- audit services during the financial year, by the auditor (or by another person or firm on the auditor’s behalf), is compatible with the general standard of independence for auditors imposed by the Corporations Act 2001. The Directors are of the opinion that the services as disclosed in note 28 to the financial statements do not compromise the external auditor’s independence JA WALKER Director 24 August 2018 Perth 44 | MACMAHON ANNUAL REPORT 2018 AUDITOR’S INDEPENDENCE DECLARATION Lead Auditor’s Independence Declaration under Section 307C of the Corporations Act 2001 To the Directors of Macmahon Holdings Limited I declare that, to the best of my knowledge and belief, in relation to the audit of Macmahon Holdings Limited for the financial year ended 30 June 2018 there have been: i. ii. no contraventions of the auditor independence requirements as set out in the Corporations Act 2001 in relation to the audit; and no contraventions of any applicable code of professional conduct in relation to the audit. KPMG Trevor Hart Partner Perth 24 August 2018 KPMG, an Australian partnership and a member firm of the KPMG Liability limited by a scheme approved under network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Professional Standards Legislation. MACMAHON ANNUAL REPORT 2018 | 45 REMUNERATION REPORT INTRODUCTION FROM THE CHAIR OF THE REMUNERATION AND NOMINATION COMMITTEE FY18 which will vest into shares after three years1 if the company achieves significant increases in total Dear Shareholders, shareholder returns over this time period. The Board also took steps to increase the alignment On behalf of the Board, I am pleased to present the between the interests of directors and shareholders by Remuneration Report for the financial year ended 30 adopting a Share Ownership Policy and Salary Sacrifice June 2018 (“FY18”). Plan. The Policy requests that non-executive directors maintain a shareholding in the company that meets or FY18 saw a significant turnaround in the profitability of exceeds certain minimum values that increase over time, Macmahon, with the completion of the transformational while the Plan enables directors to salary sacrifice part AMNT Transaction and the commencement of substantial or all of their remuneration into rights to acquire shares new work in both Indonesia and Australia. As a result, the in Macmahon. These arrangements are a cost effective size of the company’s business and its need for employees way to increase directors’ personal financial stake in the has grown significantly. performance of Macmahon. This turnaround by Macmahon has coincided with Outlook increased activity in many sectors of the mining industry. For FY18, the Board considered that the remuneration Macmahon has observed a distinct tightening of demand settings described above were appropriate to strike in key labour markets and experienced upward pressure the right balance between cost control, incentivising on employee turnover. These competitive forces have employees to outperform, and aligning employee and required the company to remain closely focused on the shareholder interests. However, the Board also recognises attraction, retention and engagement of its workforce, that the increased size and complexity of Macmahon, with remuneration practices being an important together with the increased competition for employees component of this effort. (particularly skilled and experienced personnel), are FY18 Remuneration Settings changes to which the company must adapt. In short, the Board believes Macmahon is now at the point where it is During FY18 a primary objective of Macmahon’s prudent to implement additional measures to attract and remuneration strategy was to focus staff on delivering retain the people needed for the future of the business. positive returns for shareholders over the short and medium term, while also minimizing increases to the In this context, Macmahon has recently made changes company’s fixed cost base. To this end: to the remuneration settings that will apply during FY19, including general adjustments to staff salaries, and the 1. the salaries of existing Australian based staff introduction of a new long term incentive plan to retain employees were not subject to a general inflationary and incentivise key senior staff. Detailed information increase in FY18. However, the company did about these changes will be provided in the company’s implement a simplified, short term incentive plan Remuneration Report for FY19, or where a new initiative for the year by which those staff members, and involves shareholder approval (as the new long term key managers overseas, were provided with the incentive plan does), full details will be provided in opportunity to receive a cash bonus based on advance of a shareholder meeting. Macmahon’s overall EBIT performance. Given the company’s actual EBIT result for FY18, an amount In closing, I would like to thank the company’s employees will become payable under this plan in the near for their work during FY18, and trust that shareholders future; and will find the remuneration outcomes described in this Report to be appropriate for the strong performance of 2. as foreshadowed in last year’s Report, Macmahon Macmahon during that period. issued performance rights to senior managers in VYRIL VELLA Chairman of the Remuneration & Nomination Committee 1 A grant of performance rights was made to one employee during FY18 which had a 2.5 year performance period. 46 | MACMAHON ANNUAL REPORT 2018 REMUNERATION REPORT - AUDITED This Remuneration Report forms part of the Directors’ Report for FY18 and has been audited by the company’s external auditor. 1. EXECUTIVE REMUNERATION 1.1 Overview The company’s approach to remuneration is to compensate employees in a way that is cost effective and appropriate for current industry conditions, but also sufficient to attract, retain and incentivise the calibre of personnel needed to effectively manage the company’s business. To this end the remuneration packages offered to senior executives have three components: • market competitive fixed remuneration; • • a short term incentive opportunity, or the opportunity to earn a cash bonus dependent on performance over an annual period; and a long term incentive opportunity, or the opportunity to earn Macmahon shares dependent on performance over multiple years. The table below represents the mix of these remuneration components during FY18 for those members of current KMP (or key management personnel as defined by the Corporations Act 2001) who hold executive positions. The short term incentive is provided at the amount payable at the “Target” performance level2, and the long term incentive amount is provided based on the valued granted in the current year (where the value of the performance rights issued under the long term incentive plan is assumed to be the same as the volume weighted average share price at the start of the performance period): Michael Finnegan Giles Everist Greg Gettingby AT RISK FIXED REMUNERATION SHORT TERM INCENTIVE LONG TERM INCENTIVE 33.3% 50% 50% 33.3% 25% 25% 33.3% 25% 25% 1.2 Fixed remuneration The fixed remuneration paid to senior executives is based on the size and scope of their role, knowledge and experience, market benchmarks for that role, and to some extent the company’s financial circumstances. Fixed remuneration comprises base salary, any applicable role specific allowances, and superannuation. Macmahon regularly reviews and benchmarks fixed remuneration to monitor how that remuneration compares to the market and industry peers. Benchmarking was completed during FY18 using industry surveys and reports, however, as it did last year, the Board determined that there should not be a general, inflationary increase to the fixed remuneration of Australian based staff employees during that period. 2 During FY18 this performance level required 125% achievement of the company’s EBIT target. MACMAHON ANNUAL REPORT 2018 | 47 REMUNERATION REPORT CONTINUED 1.3 Short term incentive In previous years, the short term incentive opportunity provided to senior executives has been linked to a range of performance criteria set each year according to the company’s priorities at the start of each annual period. For FY18 the company took a different approach and implemented simplified short term incentive plan (STI Plan) under which a much wider group of employees than in prior years were provided with the opportunity to receive a cash bonus based on Macmahon’s overall EBIT performance. This bonus was structured to commence upon achievement of the annual EBIT target, and then increase in line with any EBIT outperformance, up to a cap. This performance condition was chosen to simplify administration of the plan, to ensure unity of purpose for all staff, to make the plan easier for employees to understand and monitor, and to focus staff attention on a key metric for investors in the company. Further details of the FY18 STI plan are set out below. Participants The participants in the plan were all Australian based staff employees and key managers overseas who are not already covered by a project-specific incentive program, provided such individuals have been employed for more than 6 months during the plan period. Deferral and clawback The FY18 STI Plan included a deferral arrangement for Executive Team members. Under this arrangement, the payment of 25% of any bonus due to an Executive Team member will be deferred for two years. If one of these individuals ceases to be an employee during this period, payment will be at the Board’s discretion. The Plan also includes a ‘clawback’ provision by which up to 30% of any bonus awarded to an Executive Team member may be claimed back by the company at any time up to two years after the award if there is a restatement of the company’s financial results (other than a restatement caused by a change in applicable accounting rules or interpretations), the result of which is that any bonus awarded would have been a lower amount had it been calculated based on such restated results. Potential bonus amounts The table below shows the potential bonus amounts (as a percentage of total fixed remuneration) available to the executive members of KMP under the FY18 STI Plan. EMPLOYEE M Finnegan G Everist G Gettingby PERFORMANCE LEVEL THRESHOLD (100% achievement of EBIT target) TARGET (125% achievement of EBIT target) STRETCH (144% achievement of EBIT target) 35% of TFR 17.5% of TFR 17.5% of TFR 100% of TFR 50% of TFR 50% of TFR 150% of TFR 75% of TFR 75% of TFR 48 | MACMAHON ANNUAL REPORT 2018 1.4 Long term incentive During FY18 the long term incentive opportunity provided to senior executives involved the grant of performance rights which can vest into fully paid ordinary shares in Macmahon after three years for no consideration, dependent on performance over that three year period3. The only performance condition that applies to the company’s long term incentive plan (LTI Plan) is absolute shareholder returns. The reasons for selecting this performance condition include that (a) it provides a straightforward measure of company performance that is simple to communicate to employees and for them to continuously monitor; and (b) it is an important metric for investors in a company of Macmahon’s size and risk profile, many of whom have indicated that they seek absolute returns, rather than returns relative to an index. Further details of the FY18 LTI Plan framework are set out below. Performance condition - targets The vesting of performance rights is dependent on the company’s absolute level of total shareholder returns (TSR) over the performance period (generally three years). The portion of performance rights eligible to vest at various levels of increase in the company’s TSR (expressed as a compound annual growth rate or CAGR) is: Macmahon’s TSR performance over the performance period Proportion of performance rights that are eligible to vest at the end of the performance period Less than 17 % CAGR TSR growth 17% CAGR TSR growth 0% 50% Between 17% and < 25% CAGR TSR growth 50% plus a straight line increase in % award until 25% TSR is achieved At 25% CAGR TSR growth and above 100% Continued employment condition Performance rights are immediately cancelled if a holder ceases employment before the rights vest, unless the Board in its absolute discretion determines otherwise. There is no vesting of performance rights based solely on continued employment. Change of control If a change of control occurs or if the company is wound up or delisted, the Board may (in its absolute discretion) determine that all or a portion of the performance rights then on issue will vest, notwithstanding that time restrictions or performance conditions applicable to the performance rights have not been satisfied. Testing of the performance condition Performance rights are tested for vesting only once, at the end of the performance period. That is, there is no re-testing of performance rights. Dividends and voting rights Performance rights do not have dividend or voting rights. However, the shares allocated upon vesting of performance rights rank equally with other ordinary shares on issue. Restriction on disposal of shares The shares allocated to performance rights holders upon the vesting of those rights are initially held in a trust, and are subject to disposal restrictions in line with the company’s Trading in Shares Policy. 3 A grant of performance rights was made to one employee during FY18 which had a 2.5 year performance period. MACMAHON ANNUAL REPORT 2018 | 49 REMUNERATION REPORT CONTINUED Number of performance rights granted to Plan participants The number of performance rights granted to participants in the LTI Plan is sometimes specified by an individual’s employment contract, but is generally at the discretion of the Board. For FY18 the executive members of KMP were awarded the number of performance rights needed to provide a value consistent with their target remuneration mix for that period, where the value of each performance right was assumed to be the same as the 30 day volume weighted average share price at the start of the performance period. 1.5 Relationship between remuneration policy and company performance As required by the Corporations Act 2001, the company’s financial performance across various indices over the past five years is set out below: Profit/(loss) after income tax expense from continuing operations ($m) Reported basic earnings per share from continuing operations (EPS) (cents) Dividends paid (cents) Share price at 30 June (cents) Total Shareholder Return (TSR) (%) FY18 31.3 1.53 - 21.5 30.3 FY17 (5.5) FY16 10.8 FY15 (220.6) (0.47) 0.87 (17.55) - 16.5 87.5 - 8.8 33.3 - 6.6 (34.0) (20.6) FY14 28.9 2.30 - 10.0 Given the company’s profit performance in recent years the FY18 STI Plan was designed to incentivise the achievement of a much improved EBIT target in that year. Similarly, the FY18 LTI Plan is intended to drive growth in TSR, which will benefit shareholders through increases in the price of their shares and / or the payment of dividends. 50 | MACMAHON ANNUAL REPORT 2018 1.6 Employment contracts The company’s senior executives are engaged under employment contracts that are ongoing and have no fixed end date. However, these contracts may be terminated by notice from either party. Key details of the employment contracts of the current executive members of KMP are set out below ANNUAL FIXED REMUNERATION OTHER REMUNERATION NOTICE PERIODS TO TERMINATE TERMINATION PAYMENTS Michael Finnegan $530,000 (including Short term and long term 3 months’ notice Statutory entitlements; superannuation) incentive opportunities as by either party or described above. payment in lieu, plus except in certain if the executive is made In addition, a one off circumstances such as redundant prior to 15 October retention bonus of 20% of misconduct where no 2018, or resigns prior to this the executive’s annual fixed notice period applies time in certain circumstances remuneration is due on 15 October 2018 provided the individual has not resigned from employment with Macmahon prior to that time. following a change of control or delisting of Macmahon, payment of the retention bonus; plus if the executive is terminated or resigns in certain circumstances following a change of control or delisting of Macmahon, a payment equal to 6 months of annual fixed remuneration. Greg Gettingby $383,250 (including superannuation) Giles Everist $458,000 (including Short term and long term 3 months’ notice Statutory entitlements; superannuation) incentive opportunities as by either party or described above. payment in lieu, plus except in certain if the executive is terminated or In addition, the company circumstances such as resigns in certain circumstances provided Mr Everist a misconduct where no following a change of control relocation allowance of notice period applies or delisting of Macmahon, a $20,000 for his relocation from London to Perth. payment equal to 6 months of annual fixed remuneration. MACMAHON ANNUAL REPORT 2018 | 51 REMUNERATION REPORT CONTINUED 2. NON-EXECUTIVE DIRECTOR REMUNERATION The structure of the remuneration provided to non- remuneration legislation. These protocols ensure that any remuneration recommendation from an external executive directors is distinct from that applicable to consultant is free from undue influence by any member executives. Non-executive directors receive only fixed of the company’s KMP to whom it relates. remuneration which is not linked to the financial performance of the company. The protocols for any external consultant providing The remuneration provided to non-executive directors in providing advice or recommendations to employees remuneration recommendations prohibit them from FY18 is set out below: Chairman (full year) Vyril Vella (full year) Eva Skira (full year) Giles Everist (part year) Alexander Ramlie (part year) Arief Sidarto (part year) Kim Horne (part year) Remuneration during FY18 178,200 97,605 97,605 48,249 79,335 79,335 21,685 or directors before recommendations are given to the Committee. These arrangements were implemented to ensure that any external party will be able to carry out its work, including information capture and formation of its recommendations, free from undue influence by the individuals to whom they relate. During FY18, the Committee engaged Godfrey Remuneration Group Pty Ltd (GRG) as a remuneration consultant to provide data and recommendations about non-executive director remuneration arising from a benchmarking of Macmahon’s director remuneration The maximum aggregate amount that can be paid to non- arrangements against the practices of a selected group executive directors (the fee pool) is currently $1,100,000 of comparable ASX listed companies. per annum, including superannuation. There has been no increase in the fee pool amount since its approval by In addition to the remuneration recommendations, GRG shareholders at the 2008 Annual General Meeting. provided information and commentary to the company during FY18 about potential long term incentive 3. REMUNERATION GOVERNANCE The Board oversees the remuneration arrangements of the plan structures. company. In performing this function the Board is assisted GRG was paid $13,200 for the remuneration by input and recommendations from the Remuneration & recommendations in relation to non-executive director Nomination Committee (Committee), external consultants remuneration. GRG was paid $13,200 for all other services. and internal advice. The Committee is responsible for the overview, and recommendation to the full Board, of The Board is satisfied that the remuneration remuneration arrangements for Directors, the CEO, and recommendations made by GRG were free from undue Executive Team members. The CEO, in consultation with influence by members of the KMP about whom the the Board, sets remuneration arrangements for other recommendations related. The circumstances relied executives. No employee is directly involved in deciding upon by the Board to reach this view include that their own remuneration (including the CEO). GRG’s engagement was managed by an executive of the company, and there was no direct contact with any Further details of the role and function of the Committee members of the KMP about whom the recommendations are set out in the Charter for the Remuneration & related until the final report was provided to the Nomination Committee on the company’s website Committee. GRG also provided a declaration for the at www.macmahon.com.au purposes of section 206M of the Corporations Act The Committee obtains advice and market remuneration recommendations were made free from undue influence data from external remuneration advisors as required. by any KMP about whom the recommendations related. 2001 that to the best of its knowledge and belief, its When advice and market remuneration data is obtained, the Committee follows protocols regarding the engagement and use of external remuneration consultants to ensure ongoing compliance with executive 52 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 53 REMUNERATION REPORT CONTINUED 4. VALUE PROVIDED TO KMP Details of the nature and value of each major element of remuneration provided to KMP of the company during FY18 are set out in the table below. In this table the value of share based payments has been calculated in accordance with accounting standards. SHORT-TERM POST EMPLOYMENT SALARY COMMITTEE FEES ONE OFF DISCRETIONARY PAYMENTS DIRECTORS NON-EXECUTIVE YEAR $ J A Walker (Chairman) 2018 162,740 C R G Everist1 K A Horne A Ramlie A W Sidarto E D R Skira V A Vella Total compensation for Non-executive directors 2017 162,740 2018 40,145 2017 84,196 2018 21,685 2017 - 2018 72,452 2017 - 2018 72,452 2017 - 2018 80,632 2017 80,632 2018 72,605 2017 80,632 2018 522,711 2017 408,200 $ - - 3,938 8,505 - - - - - - 8,505 8,505 - 8,505 12,443 25,515 $ - - - - - - - - - - - - - - - - STI BONUS $ - - - - - - - - - - - - - - - - NON- MONETARY BENEFITS TOTAL SHORT- TERM LEAVE PAYOUT PAYMENTS OTHER LONG-TERM BENEFITS ANNUATION PAYMENTS RIGHTS RELATED RELATED RIGHTS COMPENSATION SUPER- TERMINATION AND PERFORMANCE PERFORMANCE OPTIONS AND TOTAL COMPENSATION NON- CONSISTING OF $ - - $ 162,740 162,740 268 44,351 - - - - - - - - - - - 92,701 21,685 - 72,452 - 72,452 - 89,137 89,137 72,605 89,137 268 535,422 - 433,715 $ - - - - - - - - - - - - - - - - SHORT-TERM POST EMPLOYMENT SALARY COMMITTEE FEES ONE OFF DISCRETIONARY PAYMENTS3 STI BONUS NON- MONETARY BENEFITS TOTAL SHORT- TERM LEAVE PAYOUT PAYMENTS OTHER LONG-TERM BENEFITS ANNUATION PAYMENTS RIGHTS RELATED RELATED RIGHTS COMPENSATION SUPER- TERMINATION AND PERFORMANCE PERFORMANCE OPTIONS AND TOTAL COMPENSATION NON- CONSISTING OF SHARE- BASED PAYMENT OPTIONS $ - - - - - - - - - - - - - - - - SHARE- BASED PAYMENT OPTIONS $ 155,863 54,611 26,752 - (61,165) 61,165 74,618 - 196,068 115,776 196,068 115,776 $ - - - - - - - - - - - - - - - - $ - - - - - - - - - - - - $ - - - - - - - - - - - - - - - - $ - - - $ 15,460 15,460 3,898 4,904 2,060 6,883 6,883 - - - 8,468 8,468 25,000 8,468 68,652 37,300 $ 13,113 21,444 - 13,225 - 96,644 38,113 33,287 20,049 20,096 8,601 36,907 25,000 28,943 41,926 70,831 57,003 70,831 165,296 57,003 75,413 % - - - - - - - - - - - - - - - - % 36 13 23 - (21) 11 24 - 62 24 19 8 % 100 100 100 100 100 - 100 100 - - 100 100 100 100 100 100 % 64 87 77 - 121 89 76 - 338 176 69 92 % - - - - - - - - - - - - - - - - % 14 13 8 - (21) 11 11 - 11 24 6 8 $ 178,200 178,200 48,249 97,605 23,745 79,335 79,335 - - - 97,605 97,605 97,605 97,605 604,074 471,015 1,119,497 430,603 354,922 289,009 546,171 676,568 $ - - 2,439,996 976,774 3,044,070 1,447,789 DIRECTORS NON-EXECUTIVE YEAR $ M J Finnegan Chief Executive Officer C R G Everist1 Chief Financial Officer J E Martins2 Chief Financial Officer G P Gettingby Chief Counsel and Company Secretary Total compensation executive personnel Total compensation: Directors and Executives 2018 509,949 2017 340,837 2018 244,182 2017 - 2018 233,000 2017 417,803 2018 350,000 2017 - 2018 1,337,131 2017 758,640 2018 1,859,842 2017 1,166,840 12,443 25,515 341,324 391,641 2,676 2,607,926 3,949 - - 7,242 1,199,597 - 341,324 391,641 2,408 2,072,504 3,949 - - 7,242 765,882 - 5,296 423,099 - - 531,081 - - - - $ $ $ $ 150,000 248,252 2,097 910,298 - 1,946 342,783 53,632 311 298,125 - - - 100,000 - 91,324 89,757 - - $ - - - - - - - - - - 333,000 3,949 $ - - - - - - - - - - 1 Mr. Everist resigned as a director of Macmahon and commenced in an executive role as CFO in December 2017 2 Mr. Martins ceased as the CFO of the company in December 2017 3 One-off discretionary payments made subsequent to the successful defence of a hostile takeover bid in March 2017 54 | MACMAHON ANNUAL REPORT 2018 DIRECTORS NON-EXECUTIVE YEAR $ J A Walker (Chairman) 2018 162,740 A Ramlie 2018 72,452 A W Sidarto 2018 72,452 C R G Everist1 K A Horne E D R Skira V A Vella Total compensation for Non-executive directors M J Finnegan Chief Executive Officer C R G Everist1 Chief Financial Officer J E Martins2 Chief Financial Officer G P Gettingby Chief Counsel and Company Secretary Total compensation executive personnel Total compensation: Directors and Executives 3,938 8,505 8,505 8,505 8,505 12,443 25,515 $ - - - - - - - - - $ - - - - - - - - - - 2017 162,740 2018 40,145 2017 84,196 2018 21,685 2017 2017 2017 - - - 2018 80,632 2017 80,632 2018 72,605 2017 80,632 2018 522,711 2017 408,200 2018 509,949 2017 340,837 2018 244,182 2017 - 2018 233,000 2017 417,803 2018 350,000 2017 - 2018 1,337,131 2017 758,640 2018 1,859,842 2017 1,166,840 $ - - $ 162,740 162,740 268 44,351 92,701 21,685 72,452 72,452 - - - 89,137 89,137 72,605 89,137 268 535,422 433,715 - - - - - - - - - - - - - - - - $ - - - - - - - - - - - - - - - - $ - - - - - - - $ - - - - - - - - - - - - - - - - $ - - - - - - - $ - - - - - - - - - - - - - - - - $ - - - - - - - - - DIRECTORS NON-EXECUTIVE YEAR $ $ $ SHORT-TERM POST EMPLOYMENT SHARE- BASED PAYMENT COMMITTEE DISCRETIONARY STI MONETARY ONE OFF NON- TOTAL SHORT- LEAVE PAYOUT SALARY FEES PAYMENTS BONUS BENEFITS TERM PAYMENTS OTHER LONG-TERM BENEFITS SUPER- ANNUATION TERMINATION PAYMENTS OPTIONS AND RIGHTS PERFORMANCE RELATED NON- PERFORMANCE RELATED COMPENSATION CONSISTING OF OPTIONS AND RIGHTS TOTAL COMPENSATION $ - - - - - - - - - - - - - - - - $ 15,460 15,460 3,898 4,904 2,060 - 6,883 - 6,883 - 8,468 8,468 25,000 8,468 68,652 37,300 $ - - - - - - - - - - - - - - - - $ - - - - - - - - - - - - - - - - % - - - - - - - - - - - - - - - - % 100 100 100 100 100 - 100 - 100 - 100 100 100 100 100 100 % - - - - - - - - - - - - - - - - $ 178,200 178,200 48,249 97,605 23,745 - 79,335 - 79,335 - 97,605 97,605 97,605 97,605 604,074 471,015 SHORT-TERM POST EMPLOYMENT SHARE- BASED PAYMENT COMMITTEE DISCRETIONARY STI MONETARY ONE OFF NON- TOTAL SHORT- LEAVE PAYOUT SALARY FEES PAYMENTS3 BONUS BENEFITS TERM PAYMENTS OTHER LONG-TERM BENEFITS SUPER- ANNUATION TERMINATION PAYMENTS OPTIONS AND RIGHTS PERFORMANCE RELATED NON- PERFORMANCE RELATED COMPENSATION CONSISTING OF OPTIONS AND RIGHTS TOTAL COMPENSATION 150,000 248,252 2,097 910,298 1,946 342,783 53,632 311 298,125 100,000 333,000 3,949 91,324 89,757 531,081 5,296 423,099 - - 341,324 391,641 2,408 2,072,504 3,949 341,324 391,641 2,676 2,607,926 3,949 7,242 765,882 7,242 1,199,597 12,443 25,515 $ $ 33,287 20,049 20,096 8,601 - - 13,113 21,444 - 13,225 36,907 25,000 28,943 41,926 - 70,831 57,003 - 96,644 38,113 70,831 165,296 57,003 75,413 $ - - - - - - - - - - - - $ 155,863 54,611 26,752 - (61,165) 61,165 74,618 - 196,068 115,776 196,068 115,776 % 36 13 23 - (21) 11 24 - 62 24 19 8 % 64 87 77 - 121 89 76 - 338 176 69 92 % 14 13 8 - (21) 11 11 - 11 24 6 8 $ 1,119,497 430,603 354,922 - 289,009 546,171 676,568 - 2,439,996 976,774 3,044,070 1,447,789 MACMAHON ANNUAL REPORT 2018 | 55 REMUNERATION REPORT CONTINUED 5. ANALYSIS OF STI BONUSES INCLUDED IN REMUNERATION Details of the vesting profile of the short-term incentive cash bonuses awarded as remuneration to each director of the company, and other key management personnel are detailed below. M Finnegan G Everist G Gettingby Included in remuneration % VESTED IN YEAR % FORFEITED IN YEAR 248,252 53,632 89,757 46.84% 46.84% 46.84% 53.16% 53.16% 53.16% The amounts forfeited are due to performance criteria not being met in relation to the current financial year. 6. EQUITY INSTRUMENTS 6.1 Rights over equity instruments granted as compensation Details of the rights over ordinary shares in the company that were granted as compensation to KMP during the reporting period are as follows: Number of rights granted during FY18 VESTING CONDITION GRANT DATE FAIR VALUE AT GRANT DATE EXPIRY DATE M Finnegan J Martins G Gettingby G Everist 3,333,333 1,440,252 1,205,189 Absolute TSR 25 Aug 17 283,333 See explanation below Absolute TSR 25 Aug 17 122,421 See explanation below Absolute TSR 25 Aug 17 102,441 See explanation below 1,070,093 Absolute TSR 02 Mar 18 133,672 See explanation below Rights will expire on the earlier of the termination of the individual’s employment, or the date after 1 July 2020 that they are tested by the Board against the vesting condition and found not to satisfy that condition. Rights are eligible to vest on 1 July 2020. In addition to a continuing performance condition, vesting is conditional on the extent to which the company achieves increases in absolute TSR, as described on page 49. 56 | MACMAHON ANNUAL REPORT 2018 6.2 Details of equity incentives affecting current and future remuneration Details of the vesting profiles of the rights over ordinary shares in the company held by KMP during FY18 are detailed below: Grant Date NUMBER GRANTED NUMBER VESTED IN FY18 NUMBER FORFEITED IN FY18 HELD AT 30 JUNE 2018 FINANCIAL YEAR IN WHICH THE GRANT VESTS, SUBJECT TO PERFORMANCE M Finnegan J Martins G Gettingby G Everist 07 Aug 14 700,000 254,100 445,900 - 12 Aug 16 2,456,731 25 Aug 17 3,333,333 12 Aug 16 2,446,581 25 Aug 17 1,440,252 - - - - - - 2,456,731 3,333,333 2,446,581 1,440,252 - - - 07 Aug 14 500,000 181,500 318,500 12 Aug 16 1,618,822 25 Aug 17 1,205,189 02 Mar 18 1,070,093 - - - - - - 1,618,822 1,205,189 1,070,093 FY18 FY20 FY21 FY20 FY21 FY18 FY20 FY21 FY21 All performance rights held at 30 June 2018 have not vested and are neither exercisable or unexercisable. MACMAHON ANNUAL REPORT 2018 | 57 REMUNERATION REPORT CONTINUED 6.3 Analysis of movements in equity instruments The value of rights over ordinary shares in the company granted and exercised by KMP during FY18 is detailed below: M Finnegan J Martins G Gettingby G Everist Value granted in year VALUE OF RIGHTS EXERCISED IN YEAR 283,333 122,421 102,441 133,672 23,187 - 16,562 - The value of rights granted in the year is the fair value of the rights calculated at grant date. The total value of rights granted is included in the table above. This amount is allocated to remuneration over the performance period (i.e. in years 1 July 2017 to 1 July 2020). The movement during the reporting period, by number of rights over ordinary shares in the company held, directly, indirectly or beneficially, by each KMP, including their related parties, is as follows: Held at 1 July 2017 GRANTED AS COMPENSATION EXERCISED LAPSED FORFEITED HELD AT 30 JUNE 2018 VESTED DURING THE YEAR M Finnegan J Martins G Gettingby G Everist 3,156,731 2,446,581 2,118,822 3,333,333 254,100 445,900 - 5,790,064 254,100 1,440,252 - - 3,886,833 - 1,205,189 181,500 318,500 - 1,070,093 - - - - 2,824,011 1,070,093 - 181,500 - 58 | MACMAHON ANNUAL REPORT 2018 6.4 Movements in shareholdings The movement during the reporting period in the number of ordinary shares in the company held directly, indirectly or beneficially, by each KMP including their related parties, is as follows: BALANCE AT THE START OF THE YEAR PURCHASES SOLD VESTED PERFORMANCE RIGHTS BALANCE AT END OF THE YEAR Directors J Walker E Skira V Vella A Sidarto A Ramlie K Horne Executives M Finnegan J Martins2 G Gettingby G Everist3 425,000 - 1,857,842 - - - 300,000 - 484,827 100,000 - - - - - - - - - - - - - - - - - - - 50,000 (sold 16/10/2017) - - - - - - 425,000 - 1,857,842 - - - 254,100 554,100 181,500 - 666,327 50,000 TOTAL 3,042,669 125,000 50,000 435,600 3,553,269 1 Mr. Everist resigned from the board of Macmahon in December 2017 2 Mr. Martins ceased as the CFO of Macmahon in December 2017 3 Mr. Everist was appointed as CFO of Macmahon in December 2017. He was previously a director of the company. MACMAHON ANNUAL REPORT 2018 | 59 FINANCIAL STATEMENTS CONTENTS Consolidated financial statements Consolidated statement of profit or loss and other comprehensive income Consolidated statement of financial position Consolidated statement of changes in equity Consolidated statement of cash flows Notes to the financial statements Directors’ declaration Independent audit report 60 61 63 64 65 66 126 128 GENERAL INFORMATION The financial statements cover Macmahon Holdings A description of the nature of the consolidated entity’s Limited (“the company”) as a consolidated entity operations and its principal activities are included in (referred to hereafter as “the Group” or “the consolidated the Directors’ report, which is not part of the entity” consisting of Macmahon Holdings Limited and the financial statements. entities it controlled at the end of, or during, the year. The financial statements are presented in Australian The financial statements were authorised for issue, dollars, which is Macmahon Holdings Limited’s in accordance with a resolution of Directors, on 24 functional and presentation currency. August 2018. Macmahon Holdings Limited is a listed public company An accounting policy, critical accounting estimate, limited by shares, incorporated and domiciled in Australia. assumption or judgement specific to a note is The Group is a for-profit entity. disclosed within the note itself. Registered office & Principal place of business 15 Hudswell Road PERTH AIRPORT Western Australia, 6105 60 | MACMAHON ANNUAL REPORT 2018 STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME Revenue from continuing operations Other income Expenses Materials and consumables used Employee benefits expense Subcontractor costs Depreciation and amortisation expense Equipment and office expenses under operating leases Takeover defence costs Other expenses Net finance costs Share of profit of equity-accounted investees, net of tax Profit / (Loss) before income tax expense from continuing operations Income tax expense Profit / (Loss) after income tax expense from continuing operations Profit / (Loss) after income tax expense from discontinued operations NOTE 2 3 3 24 4a 2018 $’000 710,263 4,621 (332,011) (205,042) (29,917) (77,728) (15,102) - (16,045) (2,426) 2,207 2017 $’000 359,645 6,845 (174,795) (134,212) (5,866) (33,476) (14,266) (3,408) (8,061) (150) 2,524 38,820 (5,220) (7,519) 31,301 1,930 (322) (5,542) (17,264) Profit / (Loss) after income tax expense for the year 33,231 (22,806) Other comprehensive income / (loss) Items that are or may be reclassified subsequently to profit or loss Foreign currency translation Reclassification of foreign currency reserve on closure of foreign operation Other comprehensive (loss) / income for the year, net of tax 13,028 - 13,028 (5,212) 6,982 1,770 Total comprehensive profit / (loss) for the year 46,259 (21,036) Total comprehensive profit / (loss) for the year is attributable to: Continuing operations Discontinued operations 44,329 1,930 (3,772) (17,264) 46,259 (21,036) MACMAHON ANNUAL REPORT 2018 | 61 STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME Earnings per share for profit / (loss) from continuing operations attributable to the owners of Macmahon Holdings Limited Basic earnings / (loss) per share Diluted earnings / (loss) per share Earnings per share for profit / (loss) from discontinued operations attributable to the owners of Macmahon Holdings Limited Basic earnings / (loss) per share Diluted earnings / (loss) per share Earnings per share for profit / (loss) attributable to the owners of Macmahon Holdings Limited Basic earnings / (loss) per share Diluted earnings / (loss) per share NOTE 2018 CENTS 2017 CENTS 5 5 5 5 5 5 1.53 1.52 0.09 0.09 1.62 1.61 (0.47) (0.47) (1.45) (1.45) (1.92) (1.92) The above statement of profit or loss and other comprehensive income should be read in conjunction with the accompanying notes. 62 | MACMAHON ANNUAL REPORT 2018 STATEMENT OF FINANCIAL POSITION ASSETS Current assets Cash and cash equivalents Trade and other receivables Inventories Lease receivable Income tax Assets classified as held for sale Total current assets Non current assets Investments accounted for using the equity method Trade and other receivables Property, plant and equipment Intangible assets and goodwill Lease receivable Deferred tax Total non current assets Total assets LIABILITIES Current liabilities Trade and other payables Borrowings Income tax Employee benefits Provisions Total current liabilities Non current liabilities Trade and other payables Borrowings Employee benefits Total non current liabilities Total liabilities NET ASSETS Equity Issued capital Reserves Net accumulated losses TOTAL EQUITY NOTE 2018 $’000 2017 $’000 7 8a 9 10 4b 14 24 8b 14 15 10 4c 11a 17 4b 12a 13 11b 17 12b 109,622 152,263 41,984 700 4,157 308,726 2,868 311,594 9,273 4,628 62,925 53,423 32,086 - 12,963 161,397 3,079 164,476 6,891 - 380,140 122,679 5,808 9,792 2,114 411,755 - - 917 130,487 723,349 294,963 174,293 21,212 2,007 18,209 11,572 73,990 1,939 - 12,111 14,582 227,293 102,622 745 85,060 417 86,222 - 6,909 441 7,350 313,515 109,972 409,834 184,991 18 19 563,118 3,842 384,794 (9,873) (157,126) (189,930) 409,834 184,991 The above statement of financial position should be read in conjunction with the accompanying notes. MACMAHON ANNUAL REPORT 2018 | 63 STATEMENT OF CHANGES IN EQUITY Consolidated ISSUED CAPITAL $’000 RESERVES $’000 ACCUMULATED LOSSES $’000 RETAINED PROFITS $’000 TOTAL EQUITY $’000 Balance at 1 July 2017 384,794 (9,873) (189,930) - 184,991 Profit / (loss) after income tax expense for the year Other comprehensive income for the year, net of tax Total comprehensive income / (loss) for the year Transactions with owners in their capacity as owners: Transfer of expired performance rights Treasury shares allocated on vesting of performance rights Shares issued (note 18) Share-based payments (note 27) - - - - - 178,324 - - 13,028 13,028 (168) 595 - 260 - - - - - - - 33,231 33,231 - 13,028 33,231 46,259 168 (595) - - - - 178,324 260 Balance at 30 June 2018 563,118 3,842 (189,930) 32,804 409,834 Consolidated ISSUED CAPITAL $’000 RESERVES $’000 ACCUMULATED LOSSES $’000 RETAINED PROFITS $’000 TOTAL EQUITY $’000 Balance at 1 July 2016 385,957 (11,914) (166,668) Profit / (loss) after income tax expense for the year Other comprehensive income for the year, net of tax Total comprehensive income / (loss) for the year Transactions with owners in their capacity as owners: Transfer of expired performance rights Treasury shares allocated on vesting of performance rights Share-based payments (note 27) - - - - - - Share buy-back (note 18) (1,163) - (22,806) 1,770 - 1,770 (22,806) (286) 742 (185) - 286 (742) - - Balance at 30 June 2017 384,794 (9,873) (189,930) The above statement of changes in equity should be read in conjunction with the accompanying notes. - - - - - - - - - 207,375 (22,806) 1,770 (21,036) - - (185) (1,163) 184,991 64 | MACMAHON ANNUAL REPORT 2018 STATEMENT OF OF CASH FLOWS Cash flows from operating activities Receipts from customers Payments to suppliers Net receipts from joint venture entities Interest received Interest and other finance costs paid Income taxes received / (paid) NOTE 2018 $’000 689,464 (590,950) 3,390 545 (2,969) 6,274 2017 $’000 402,438 (376,422) 4,319 402 (480) (42) Net cash from operating activities 6 105,754 30,215 Cash flows from investing activities Payments for property, plant and equipment Proceeds from disposal of property, plant and equipment Acquisition of subsidiary (net of cash acquired) Investment in joint venture (44,100) 3,095 (1,571) - (34,917) 12,579 - 1,859 Net cash used in investing activities (42,576) (20,479) Cash flows from financing activities Purchase of own shares AMNT Transaction costs Repayment of borrowings Repayment of hire purchase and finance lease liabilities Net cash used in financing activities Net increase / (decrease) in cash and cash equivalents Cash and cash equivalents at the beginning of the financial year Effects of exchange rate changes on cash and cash equivalents - (4,207) (4,581) (7,762) (16,550) 46,628 62,925 69 (1,163) - - (1,432) (2,595) 7,141 56,699 (915) Cash and cash equivalents at the end of the financial year 7 109,622 62,925 The above statement of cash flows should be read in conjunction with the accompanying notes. MACMAHON ANNUAL REPORT 2018 | 65 CONTENTS CONTENTS OF THE NOTES TO THE CONSOLIDATED FINANCIAL STATEMENTS 66 | MACMAHON ANNUAL REPORT 2018 PART A: Results Note 1. Operating segments Note 2. Other income Note 3. Expenses Note 4. Tax Note 5. Earnings per share PART B: Cash Flow Information Note 6. Reconciliation of profit /(loss) after income tax to net cash from operating activities PART C: Working Capital Note 7. Cash and cash equivalents Note 8. Trade and other receivables Note 9. Inventories Note 10. Lease receivable Note 11. Trade and other payables Note 12. Employee benefits Note 13. Provisions PART D: Fixed Assets Note 14. Property, plant and equipment Note 15. Intangible assets and goodwill PART E: Risk Note 16. Financial Risk Management PART F: Debt and Equity Note 17. Borrowings Note 18. Equity - issued capital Note 19. Equity - reserves PART G: Unrecognised items Note 20. Contingent liabilities Note 21. Commitments Note 22. Events after the reporting period PART H: Other information/Group Structure Note 23. Interests in subsidiaries Note 24. Interests in joint ventures Note 25. Related party transactions Note 26. Key management personnel disclosures Note 27. Share-based payments Note 28. Remuneration of auditors Note 29. Deed of cross guarantee Note 30. Parent entity information Note 31. Acquisition of subsidiary Note 32. Other significant accounting policies 68 70 70 72 75 77 78 78 80 80 81 82 84 86 89 91 100 102 103 104 105 106 107 108 110 111 112 116 117 120 121 122 MACMAHON ANNUAL REPORT 2018 | 67 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 1. Operating segments Identification of reportable operating segments The consolidated entity has identified its reportable segments based on the internal reports that are reviewed and used by the Chief Executive Officer (the chief operating decision maker) in assessing performance and in determining the allocation of resources. Management have identified three operating segments; Surface Mining, Underground Mining and International Mining. These segments have been aggregated into “Mining” due to all segments exhibiting similar economic characteristics in terms of the nature of the products and services, production processes, type or class of customers, methods used to provide their services and regulatory environments which these services are provided in. The following describes the operations of each reportable segment. Mining Provides a complete set of mining services for surface and underground operations - from mine development to materials delivery, including the full range of engineering services which include design, construction and on site services to deliver on client needs from the design phase right through to completion. Civil Provides consulting, design, civil construction, equipment hire, maintenance and site rehabilitation services. Joint Ventures Revenue from joint venture entities is not recognised in the financial statements as these entities are equity accounted. For such entities, in accordance with Accounting Standards, the share of net profits is recognised. Information regarding the results of each reportable segment is included below. Performance is measured based on segment profit before income tax as included in the internal management reports that are reviewed by the consolidated entity’s CEO. Segment profit is used to measure performance as management believes that such information is the most relevant in evaluating the results of certain segments relative to other entities that operate within these industries. For clarity and reconciliation to the statement of profit and loss, discontinued operations are separately disclosed. CONSOLIDATED - 2018 Revenue External revenues Total revenue Earnings before interest, tax, depreciation and amortisation (and other significant items) Interest income Finance costs Depreciation and amortisation Profit/(loss) before income tax expense Income tax expense Loss after income tax expense Assets Segment assets Total assets Liabilities Segment liabilities Total liabilities MINING $’000 CIVIL $’000 DISCONTINUED OPERATIONS $’000 UNALLOCATED $’000 TOTAL $’000 684,244 684,244 26,019 26,019 113,260 288 (2,713) (76,820) 34,015 2,187 4 (256) (908) 1,027 - - 1,928 2 - - - - 3,527 251 - - 710,263 710,263 120,902 545 (2,969) (77,728) 1,930 3,778 40,750 571,788 26,893 132 124,536 (7,519) 33,231 723,349 723,349 313,515 313,515 CAPITAL EXPENDITURE 315,083 - 68 | MACMAHON ANNUAL REPORT 2018 292,449 15,380 5,570 116 - - 315,083 Earnings before interest, tax, depreciation and amortisation (and other significant items) 35,199 (16,459) CONSOLIDATED - 2017 Revenue External revenues Total revenue Interest income Finance costs Depreciation and amortisation Impairment of property, plant and equipment Takeover defence costs Profit/(loss) before income tax expense Income tax expense Loss after income tax expense Assets Segment assets Total assets Liabilities Segment liabilities Total liabilities MINING $’000 DISCONTINUED OPERATIONS $’000 UNALLOCATED $’000 TOTAL $’000 359,645 359,645 6,595 6,595 51 (494) (33,476) - - 1,280 68 - (740) (1,683) - (18,814) 303 303 (1,461) 297 - - - (3,408) (4,572) 217,774 150 77,039 101,713 1,368 6,891 366,543 366,543 17,279 416 (494) (34,216) (1,683) (3,408) (22,106) (700) (22,806) 294,963 294,963 109,972 109,972 CAPITAL EXPENDITURE 44,993 - - 44,993 Australia Indonesia Nigeria Other SALES TO EXTERNAL CUSTOMERS GEOGRAPHICAL NON-CURRENT ASSETS 2018 $’000 545,439 160,175 - 4,649 710,263 2017 $’000 348,458 7,333 6,595 4,157 366,543 2018 $’000 236,918 172,715 - 2,122 411,755 2017 $’000 120,248 8,378 - 1,861 130,487 The Mining segment operates in two principal geographical areas - Australia and Indonesia. In presenting information on the basis of geographical segments, segment revenue is based on the geographical location of customers. Segment assets are based on the geographical location of the assets. Major customer Approximately 31% (2017: 55%) of the consolidated entity’s revenue is attributable to sale transactions with its largest customer. Operating segments An operating segment is a component of the consolidated entity that engages in business activities from which it may earn revenues and incur expenses, including revenues and expenses that relate to transactions with any of the consolidated entity’s other components. All operating segments’ operating results are regularly reviewed by the consolidated entity’s CEO to make decisions about resources to be allocated to the segment and assess its performance, and for which discrete financial information is available. Segment results that are reported to the CEO include items directly attributable to a segment as well as those that can be allocated on a reasonable basis. Unallocated items comprise mainly corporate assets, head office expenses, and income tax assets and liabilities. Segment capital expenditure is the total cost incurred during the year to acquire property, plant and equipment, and intangible assets other than goodwill. MACMAHON ANNUAL REPORT 2018 | 69 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 2. Other income Net gain on disposal of property, plant and equipment Net foreign exchange gain Other Other income Other income CONSOLIDATED 2018 $’000 2017 $’000 171 2,576 1,874 4,621 2,268 892 3,685 6,845 Other income includes management fees from joint venture partners of $0.8 million (June 2017: $3.4 million). Refer to note 25. Gain / loss on disposal of an item of property, plant and equipment is determined by comparing the proceeds from disposal with the carrying amount of property, plant and equipment, and is recognised within other income / other expenses in profit or loss. Note 3. Expenses Profit / (Loss) before income tax from continuing operations includes the following specific expenses: Depreciation from continuing operations Leasehold improvements Plant and equipment Total depreciation from continuing operations Depreciation included in discontinued operations Plant and equipment Total depreciation from discontinued operations CONSOLIDATED 2018 $’000 2017 $’000 26 77,702 80 33,396 77,728 33,476 - - 740 740 Total depreciation expense 77,728 34,216 Finance (income) and costs Interest income on financial assets (bank deposits) Interest expense on financial liabilities carried at amortised cost (543) 2,969 2,426 (344) 494 150 70 | MACMAHON ANNUAL REPORT 2018 Finance costs Finance costs attributable to qualifying assets are capitalised as part of the asset. All other finance costs are expensed in the period in which they are incurred, including; • • interest on short-term and long-term borrowings interest on finance leases Rental expense relating to operating leases Equipment and office expenses under operating leases Total rental expense Superannuation expense Defined contribution superannuation expense Defined benefit superannuation expense Total superannuation expense Share-based payments (reversal) / expense Share-based payments (reversal) / expense CONSOLIDATED 2018 $’000 2017 $’000 15,102 15,102 12,400 35 12,435 14,266 14,266 9,248 17 9,265 260 (185) MACMAHON ANNUAL REPORT 2018 | 71 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 4. Tax a) Income tax expense CONSOLIDATED Income tax expense Current tax Adjustment recognised for prior periods Deferred tax - origination and reversal of temporary differences Aggregate income tax expense Income tax expense/(benefit) is attributable to: Profit / (Loss) from continuing operations Profit / (Loss) from discontinued operations Aggregate income tax expense Numerical reconciliation of income tax expense and tax at the statutory rate Profit / (Loss) before income tax expense from continuing operations Profit / (Loss) before income tax expense from discontinued operations 2018 $’000 8,780 (65) (1,196) 7,519 7,519 - 7,519 2017 $’000 923 77 (300) 700 322 378 700 38,820 1,929 (5,220) (16,886) 40,749 (22,106) Numerical reconciliation of income tax expense and tax at the statutory rate 40,749 (22,106) Tax at the statutory tax rate of 30% 12,225 (6,632) Tax effect amounts which are not deductible / (taxable) in calculating taxable income: Share-based payments (Non-assessable income) / Non-deductible expenses Foreign tax rate differential Utilisation of foreign and domestic income tax losses not previously recognised Other Current year temporary differences for which no deferred tax asset was recognised Net temporary difference previously unrecognised Current year losses for which no deferred tax asset was recognised Adjustment recognised for prior periods Income tax expense b) Current assets and liabilities - income tax Income tax refund due - Australian Operations Income tax payable - overseas 72 | MACMAHON ANNUAL REPORT 2018 78 (219) (838) (949) 301 400 (3,418) 4 7,584 (65) 7,519 (55) 2,557 (450) (21) (13) 2,886 - 2,351 623 77 700 CONSOLIDATED 2018 $’000 2017 $’000 4,157 12,963 2,007 - c) Non-current assets - deferred tax Deferred tax asset comprises temporary differences attributable to: Amounts recognised in profit or loss: Inventories Property, plant and equipment Unbilled work Employee benefits Other creditors and accruals Other items Tax loss carry forward Amount recognised in equity during the year: Treasury shares expense / (benefit) Amount recognised in profit or loss during the year Unrecognised deferred tax asset Australian impairment and other deductible differences (excluding inventory) Allowances for inventory Foreign deductible differences (excluding inventory) Unrecognised differences Foreign tax losses CONSOLIDATED 2018 $’000 2017 $’000 (458) (17,919) (17,017) 16,439 14,950 846 5,273 (301) (19,288) (10,760) 10,101 6,439 76 14,650 2,114 917 - - - (300) 45,056 - - 45,056 - 43,855 8,198 6,189 58,242 8,206 45,056 66,448 Income tax Income tax expense comprises current and deferred tax. Current tax and deferred tax are recognised in profit or loss except to the extent that it relates to items recognised directly in equity or in other comprehensive income. Current tax is the expected tax payable or receivable on the taxable income or loss for the year, using tax rates enacted or substantially enacted at the reporting date, and any adjustment to tax payable in respect of previous years. Current tax payable also includes any tax liability arising from the declaration of dividends. Deferred tax assets and liabilities are recognised for temporary differences at the tax rates expected to be applied when the assets are recovered or liabilities are settled, based on those tax rates that are enacted or substantively enacted, except for: • When the deferred income tax asset or liability arises from the initial recognition of goodwill or an asset or liability in a transaction that is not a business combination and that, at the time of the transaction, affects neither the accounting nor taxable profits; or • When the taxable temporary difference is associated with interests in subsidiaries, associates or joint ventures, and the timing of the reversal can be controlled and it is probable that the temporary difference will not reverse in the foreseeable future. Deferred tax is measured at the tax rates that are expected to be applied to temporary differences when they reverse, based on laws that have been enacted or substantively enacted at the reporting date. MACMAHON ANNUAL REPORT 2018 | 73 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 4. Tax continued Deferred tax assets and liabilities are offset if there is a tax assets arising from unused tax losses as a result of legally enforceable right to offset current tax liabilities and revised assessments of the probability of recoverability is assets, and they relate to income taxes levied by the same recognised by the head entity only. tax authority on the same taxable entity, or on different tax entities, but they intend to settle current tax assets and Nature of tax funding arrangements liabilities on a net basis or their tax assets and liabilities and tax sharing arrangements will be realised simultaneously. The head entity, in conjunction with other members of the tax-consolidated group, has entered into a tax funding A deferred tax asset is recognised for unused tax losses, arrangement which sets out the funding obligations of tax credits and deductible temporary differences, to the members of the tax-consolidated group in respect of tax extent that it is probable that future taxable profits will amounts. The tax funding arrangements require payments be available against which they can be utilised. Deferred to/(from) the head entity equal to the current tax asset/ tax assets are reviewed at each reporting date and are (liability) assumed by the head entity and any deferred reduced to the extent that it is no longer probable that the tax loss asset assumed by the head entity, resulting in the related tax benefit will be realised. head entity recognising an inter-entity payable/(receivable) Additional income tax expenses that arise from the inter-entity payables/(receivables) are at call. distribution of cash dividends are recognised at the same time that the liability to pay the related dividend is Contributions to fund the current tax liabilities are payable recognised. The consolidated entity does not distribute as per the tax funding arrangement and reflect the timing non-cash assets as dividends to its Shareholders. of the head entity’s obligation to make payments for tax equal in amount to the tax asset/(liability) assumed. The liabilities to the relevant tax authorities. Tax consolidation The Company and its wholly-owned Australian resident The head entity in conjunction with other members of entities have formed a tax-consolidated group with effect the tax-consolidated group has also entered into a tax from 1 July 2003 and are therefore taxed as a single sharing agreement. The tax sharing agreement provides entity from that date. The head entity within the tax- for the determination of the allocation of income tax consolidated group is Macmahon Holdings Limited. liabilities between the entities should the head entity Current income tax expense/benefit, deferred tax liabilities default on its tax payment obligations. No amounts have and deferred tax assets arising from temporary differences been recognised in the financial statements in respect of of the members of the tax-consolidated group are this agreement as payment of any amounts under the tax recognised in the separate financial statements of the sharing agreement is considered remote. members of the tax-consolidated group using the ‘separate taxpayer within group’ approach by reference Income tax to the carrying amounts of assets and liabilities in the The consolidated entity is subject to income taxes in the separate financial statements of each entity and the tax jurisdictions in which it operates. Significant judgment is values applying under tax consolidation. required in determining the provision for income tax. There are many transactions and calculations undertaken during Any current tax liabilities (or assets) and deferred tax the ordinary course of business for which the ultimate assets arising from unused tax losses of the subsidiaries are tax determination is uncertain. The consolidated entity assumed by the head entity in the tax-consolidated group recognises liabilities for anticipated tax audit issues based and are recognised as amounts payable to/(receivable on the consolidated entity’s current understanding of the from) other entities in the tax consolidated group in tax law. Where the final tax outcome of these matters conjunction with any tax funding arrangement amounts is different from the carrying amounts, such differences (refer below). Any difference between these amounts will impact the current and deferred tax provisions in the is recognised by the consolidated entity as an equity period in which such determination is made. contribution or distribution. The consolidated entity recognises deferred tax assets arising from unused tax losses of the tax-consolidated group to the extent that it is probable that future taxable profits of the tax-consolidated group will be available against which the unused tax losses can be utilised. Any subsequent period adjustments to deferred 74 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 5. Earnings per share Earnings per share for profit / (loss) from continuing operations Profit / (loss) after income tax from continuing operations attributable to the owners of MacmahonHoldings Limited Weighted average number of ordinary shares used in calculating basic earnings per share Adjustments for calculation of diluted earnings per share: Effect of performance rights on issue 1 Weighted average number of ordinary shares used in calculating diluted earnings per share Basic earnings / (loss) per share Diluted earnings / (loss) per share Earnings per share for loss from discontinued operations Profit / (loss) after income tax from discontinued operations attributable to the owners of Macmahon Holdings Limited Weighted average number of ordinary shares used in calculating basic earnings per share Adjustments for calculation of diluted earnings per share: Effect of performance rights on issue 1 Weighted average number of ordinary shares used in calculating diluted earnings per share Basic earnings / (loss) per share Diluted earnings / (loss) per share CONSOLIDATED 2018 $’000 2017 $’000 31,301 (5,542) NUMBER NUMBER 2,041,341,507 1,189,689,643 17,699,922 - 2,059,041,428 1,189,689,643 CENTS CENTS 1.53 1.52 (0.47) (0.47) CONSOLIDATED 2018 $’000 2017 $’000 1,930 (17,264) NUMBER NUMBER 2,041,341,507 1,189,689,643 17,699,922 - 2,059,041,428 1,189,689,643 CENTS CENTS 0.09 0.09 (1.45) (1.45) 1 At 30 June 2017, performance rights were exluded from the calculation as their effect would have been anti-dilutive. MACMAHON ANNUAL REPORT 2018 | 75 NOTES TO THE FINANCIAL STATEMENTS PART A: RESULTS Note 5. Earnings per share continued Earnings per share for profit / (loss) Profit / (Loss) after income tax attributable to the owners of Macmahon Holdings Limited Weighted average number of ordinary shares used in calculating basic earnings per share Adjustments for calculation of diluted earnings per share: Effect of performance rights on issue 1 Weighted average number of ordinary shares used in calculating diluted earnings per share Basic earnings / (loss) per share Diluted earnings / (loss) per share CONSOLIDATED 2018 $’000 2017 $’000 33,231 (22,806) NUMBER NUMBER 2,041,341,507 1,189,689,643 17,699,922 - 2,059,041,428 1,189,689,643 CENTS CENTS 1.63 1.61 (1.92) (1.92) 1. At 30 June 2017, performance rights were excluded from the diluted earnings per share calculation as their effect would have been antidilutive. Earnings per share Basic earnings per share Basic earnings per share is calculated by dividing the profit / (loss) attributable to the owners of Macmahon Holdings Limited, excluding any costs of servicing equity other than ordinary shares, by the weighted average number of ordinary shares outstanding during the financial year, adjusted for bonus elements in ordinary shares issued during the financial year. Diluted earnings per share Diluted earnings per share adjusts the figures used in the determination of basic earnings per share to take into account the after income tax effect of interest and other financing costs associated with dilutive potential ordinary shares (if any) and the weighted average number of shares assumed to have been issued for no consideration in relation to dilutive potential ordinary shares. 76 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART B: CASH FLOW INFORMATION Note 6. Reconciliation of profit / (loss) after income tax to net cash from operating activities Profit / (Loss) after income tax expense for the year from continuing operations Adjustments for: Depreciation and amortisation Net gain on disposal of property, plant and equipment and other Share of profit - joint ventures Share-based payments Foreign exchange gains Income tax expense / (benefit) Change in operating assets and liabilities: Net cash received from jointly controlled entities Decrease / (increase) in trade and other receivables Decrease / (increase) in inventories Increase / (decrease) in trade and other payables Increase / (decrease) in income tax balances Increase / (decrease) in employee benefits CONSOLIDATED 2018 $’000 2017 $’000 31,301 (5,542) 77,728 33,476 (171) (2,207) 260 (2,576) 7,519 3,390 (93,765) (9,898) 85,400 6,274 2,630 (2,268) (2,524) (185) (1,239) 322 - (5,302) 850 15,487 (3) (2,062) Net cash from operating activities - continuing operations 105,885 31,010 Net cash from operating activities - discontinued operations (131) (795) Net cash from operating activities 105,754 30,215 MACMAHON ANNUAL REPORT 2018 | 77 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 7. Cash and cash equivalents Cash on hand Cash at bank Cash and cash equivalents CONSOLIDATED 2018 $’000 16 109,606 2017 $’000 8 62,917 109,622 62,925 Cash and cash equivalents includes cash on hand, deposits held at call with financial institutions, other short-term, highly liquid investments with original maturities of three months or less that are readily convertible to known amounts of cash and which are subject to an insignificant risk of changes in value. Note 8. Trade and other receivables a) Current trade and other receivables Trade receivables Less: allowance for doubtful debts Other receivables and prepayments 1 Accrued revenue 1 Other receivables includes VAT receivable of $18.2 million relating to the AMNT asset acquisition. Allowance for doubtful debts The ageing of the doubtful receivables allowance are as follows: Over 3 months overdue Movements in the allowance for doubtful debts is as follows: Opening balance Additional allowances (released) / recognised Allowances recovered though sale of subsidiaries and settlement of dispute CONSOLIDATED 2018 $’000 42,362 (126) 42,236 29,433 80,594 152,263 2017 $’000 8,506 (216) 8,290 9,163 35,970 53,423 CONSOLIDATED 2018 $’000 2017 $’000 126 126 216 216 CONSOLIDATED 2018 $’000 2017 $’000 216 (90) - 126 1,260 (935) (109) 216 Past due but not doubtful There are 12 customers with balances past due but without any allowance for doubtful debts as at 30 June 2018 (2017: 5). 78 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 8. Trade and other receivables continued The ageing of the past due but not doubtful debts are as follows: Past due 0-30 days Past due 31+ days CONSOLIDATED 2018 $’000 2017 $’000 3,688 1,982 5,670 658 - 658 After reviewing credit terms of customers based on recent collection practices, the consolidated entity did not consider a credit risk on the aggregate balances. ** For information on credit risk refer to note 16 b) Non-current trade and other receivables Other receivables Trade and other receivables Trade and other receivables CONSOLIDATED 2018 $’000 2017 $’000 4,628 - Trade and other receivables are stated at cost less impairment losses. Due to the short-term nature of trade and other receivables, their carrying value is assumed to approximate their fair value. Collectability of trade receivables is reviewed on an ongoing basis. Debts which are known to be uncollectable are written off by reducing the carrying amount directly. A provision for doubtful trade receivables is raised when there is objective evidence that the consolidated entity will not be able to collect all amounts due according to the original terms of the receivables. Significant financial difficulties of the debtor, probability that the debtor will enter bankruptcy or financial reorganisation and default or delinquency in payments (more than 60 days overdue) are considered indicators that the trade receivable may be doubtful. The amount of the doubtful allowance is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the original effective interest rate. Cash flows relating to short-term receivables are not discounted if the effect of discounting is immaterial. Accrued revenue Accrued revenue represents the unbilled amount at year end in respect of mining services provided. Provision for doubtful receivables The provision for doubtful receivables assessment requires a degree of estimation and judgment. The level of provision is assessed by taking into account the recent sales experience, the ageing of receivables, historical collection rates and specific knowledge of the individual debtors financial position. MACMAHON ANNUAL REPORT 2018 | 79 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 9. Inventories Operating inventory at cost Less: Allowance for obsolescence Inventory at Net Realisable Value CONSOLIDATED 2018 $’000 43,883 (2,454) 41,429 555 41,984 2017 $’000 30,630 (3,925) 26,705 5,381 32,086 Inventories Inventories are measured at the lower of cost and net realisable value. The cost of inventories is based on the weighted average principle and includes expenditure incurred in acquiring the inventories and other costs incurred in bringing them to their existing location and condition. Net realisable value is the estimated selling price in the ordinary course of business less the estimated costs of completion and the estimated costs necessary to make the sale. Allowance for obsolescence The provision for impairment of inventories assessment requires a degree of estimation and judgment. The level of the provision is assessed by taking into account the recent sales experience, current market conditions, the ageing of inventories and other factors that affect inventory obsolescence. Note 10. Lease receivable Lease receivable - current Lease receivable - non-current CONSOLIDATED 2018 $’000 700 9,792 10,492 2017 $’000 - - - During the year, the Group acquired new mining plant and equipment for the Byerwen project which is subject to a put and call option with the client. The put and call feature results in the plant and equipment being recognised as a lease receivable rather than plant and equipment. The lease receivable is initially recognised at the amount equal to the net investment in the lease which equals the present value of the minimum lease payments and any unguaranteed residual value. When payments are received, the principal portion is recognised against the lease receivable and the interest portion is recognised in profit or loss as lease income. Minimum lease payments receivable at 30 June 2018 are: MINIMUM LEASE PAYMENTS INTEREST PRINCIPAL 2018 $’000 2017 $’000 2018 $’000 2017 $’000 2018 $’000 2017 $’000 Not later than one year Later than one year not later than 5 years 1,512 10,906 12,418 - - - 812 1,114 1,926 - - - 700 9,792 10,492 - - - The finance lease receivable is neither past due or impaired. 80 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 11. Trade and other payables a) Current trade and other payables Trade payables Accrued expenses Other payables CONSOLIDATED 2018 $’000 68,260 97,452 8,581 174,293 2017 $’000 28,313 40,306 5,371 73,990 Accrued wages and salaries between the last pay date and 30 June 2018 of $2.3 million (2017: $2.0 million) are included within the accrued expenses balance. Refer to note 16 for further information on financial instruments. b) Non-current trade and other payables Contingent consideration (refer to note 31) Trade and other payables CONSOLIDATED 2018 $’000 745 2017 $’000 - These amounts represent liabilities for goods and services provided to the consolidated entity prior to the end of the financial year and which are unpaid. Due to their short-term nature they are measured at amortised cost and are not discounted. The amounts are unsecured and are usually paid within 30 days of recognition. MACMAHON ANNUAL REPORT 2018 | 81 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 12. Employee benefits a) Current liabilities - employee benefits Annual leave Long service leave Other employee benefits b) Non-current liabilities - employee benefits Long service leave CONSOLIDATED 2018 $’000 11,466 3,632 3,111 18,209 2017 $’000 8,885 3,226 - 12,111 CONSOLIDATED 2018 $’000 2017 $’000 417 417 441 441 c) Non-current liabilities - retirement benefit obligations Superannuation plan The Trust Company Ltd is the Trustee of the Macmahon Employees Superannuation Fund (“the Fund”) and is responsible for all areas of compliance with regard to the Fund. All members of the now closed defined benefit section were previously invited to transfer their entitlement to the accumulation section of the Fund. At 30 June 2018, 1 member (2017: 1 member) remained in the defined benefit section. Employee benefits Wages and salaries, annual leave and sick leave Liabilities for wages and salaries, including non-monetary benefits, annual leave, long service leave and accumulating sick leave expected to be settled within 12 months of the reporting date are recognised in current liabilities in respect of employees’ services up to the reporting date and are measured at the amounts expected to be paid when the liabilities are settled. Non-accumulating sick leave is expensed to profit or loss when incurred. Long service leave The liability for long service leave is recognised in current and non-current liabilities, depending on the unconditional right to defer settlement of the liability for at least 12 months after the reporting date. The liability is measured as the present value of expected future payments to be made in respect of services provided by employees up to the reporting date using the projected unit credit method. Consideration is given to expected future wage and salary levels, experience of employee departures and periods of service. Expected future payments are discounted using market yields on national government bonds at the reporting date with terms to maturity and currency that match, as closely as possible, the estimated future cash outflows. 82 | MACMAHON ANNUAL REPORT 2018 Defined contribution superannuation expense A defined contribution plan is a post-employment benefit plan under which an entity pays fixed contributions into a separate entity and will have no legal or constructive obligation to pay further amounts. Obligations for contributions to defined contribution plans are recognised as an employee benefit expense in profit or loss in the periods during which services are rendered by employees. Prepaid contributions are recognised as an asset to the extent that a cash refund or reduction in future payments is available. Contributions to a defined contribution plan which are due more than 12 months after the end of the period in which the employees render the service are discounted to their present value. Defined benefit plans The consolidated entity’s net obligation in respect of defined benefit plans is calculated separately for each plan by estimating the amount of future benefit that employees have earned in the current and prior periods, discounting that amount and deducting the fair value of any plan assets. The calculation of defined benefit obligations is performed every three years and in intervening periods calculated on actuarial estimates using the projected unit credit method. When the calculation results in a potential asset for the consolidated entity, the recognised asset is limited to the present value of the economic benefits available in the form of any future refunds from the plan or reductions in future contributions to the plan. To calculate the present value of economic benefits, consideration is given to any applicable minimum funding requirements. Termination benefits Termination benefits are recognised as an expense when the consolidated entity is committed demonstrably, without realistic possibility of withdrawal, to a formal detailed plan to either terminate employment before the normal retirement date, or to provide termination benefits as a result of an offer made to encourage voluntary redundancy. Termination benefits for voluntary redundancies are recognised as an expense if the consolidated entity has made an offer encouraging voluntary redundancy, it is probable that the offer will be accepted, and the number of acceptances can be estimated reliably. If benefits are payable more than 12 months after the reporting date, then they are discounted to their present value. Long service leave provision The liability for employee benefits expected to be settled more than 12 months from the reporting date is recognised and measured at the present value of the estimated future cash flows to be made in respect of all employees at the reporting date. In determining the present value of the liability, estimates of attrition rates and pay increases through promotion and inflation have been taken into account. MACMAHON ANNUAL REPORT 2018 | 83 NOTES TO THE FINANCIAL STATEMENTS PART C: WORKING CAPITAL Note 13. Provisions Project closure Warranties Project bonus Client plant maintenance Onerous Contracts Other CONSOLIDATED 2018 $’000 2017 $’000 6,561 450 236 225 650 3,450 11,572 6,916 429 141 1,206 1,018 4,872 14,582 Movements in provisions Movements in each class of provision during the current financial year, are set out below: PROJECT CLOSURE $’000 WARRANTIES $’000 PROJECT BONUS $’000 CLIENT PLANT MAINTENANCE $’000 ONEROUS CONTRACTS $’000 OTHER $’000 TOTAL $’000 6,916 3,721 (2,753) 429 131 - 141 463 - 1,206 2,629 1,018 4,872 14,582 - 414 7,358 - (292) - (3,045) (1,323) (110) (368) (3,610) (76) (1,836) (7,323) 6,561 450 236 225 650 3,450 11,572 Carrying amount at the start of the year Additional provisions recognised Provisions released during the year Provisions utilised during the year Carrying amount at the end of the year Provisions Provisions are recognised when the consolidated entity has a present (legal or constructive) obligation as a result of a past event, it is probable the consolidated entity will be required to settle the obligation, and a reliable estimate can be made of the amount of the obligation. The amount recognised as a provision is the best estimate of the consideration required to settle the present obligation at the reporting date, taking into account the risks and uncertainties surrounding the obligation. If the time value of money is material, provisions are discounted using a current pre-tax rate specific to the liability. The increase in the provision resulting from the passage of time is recognised as a finance cost. The consolidated entity accrues for its contracted obligation to replace major components and tyres for client owned equipment, which it operates under its mining service contracts. The provision represents the wear and tear of components and tyres up to the balance date. As components and tyres are replaced, these items are charged against that provision. The provision is utilised completely by the end of the contract term. 84 | MACMAHON ANNUAL REPORT 2018 Provision for project closure The provision for project closure requires a degree of estimation and judgement around contractual term, expected redundancy and demobilisation costs, and reimbursement from customers. The provision is assessed by taking into account past history of contract closures and likelihood of contract extensions. Client plant maintenance provision The provision for client plant maintenance requires a degree of estimation and judgement. The level of provision is assessed by taking into account actual and forecast utilisation of the fleet and current consumption rate and maintenance cost. Other Other provisions reflect miscellaneous contract related claim provisions and require a degree of estimation and judgement. Onerous Contracts Leases In 2015 the Group exited premises for which they have a non-cancellable lease. The lease will expire in 2019. The facilities have been sub-let at rates lower than the lease rate. The obligation for the discounted future payments, net of expected rental income as been provided for. Other Operating Contracts The Telfer Mining Services contract has incurred significant losses to date. At 30 June 2018 the Group has determined the contract is not considered onerous based on a positive cash flow forecast over the remaining contract term. MACMAHON ANNUAL REPORT 2018 | 85 NOTES TO THE FINANCIAL STATEMENTS PART D: FIXED ASSETS Note 14. Property, plant & equipment Leasehold improvements - at cost Less: Accumulated depreciation Plant and equipment - at cost Less: Accumulated depreciation and impairment losses CONSOLIDATED 2018 $’000 3,183 (3,170) 13 2017 $’000 3,183 (3,144) 39 778,833 453,309 (398,706) (330,669) 380,127 122,640 380,140 122,679 Reconciliations Reconciliations of the written down values at the beginning and end of the current and previous financial year are set out below: CONSOLIDATED Balance at 30 June 2016 Additions Disposals Exchange differences Reclassification to and from assets classified as held for sale and transfers Impairment of assets (discontinued operations) Depreciation expense* Balance at 30 June 2017 Additions Acquisition through a business combination Classified as held for sale Disposals Exchange differences Reclassification to and from assets classified as held for sale and transfers Depreciation expense Balance at 30 June 2018 LEASEHOLD IMPROVEMENTS $’000 PLANT & EQUIPMENT $’000 TOTAL $’000 117,653 44,993 (3,356) (4,002) 3,290 (1,683) (34,216) 117,355 44,993 (3,356) (3,341) 2,672 (1,577) (34,106) 122,640 122,679 312,300 10,675 (801) (603) 13,075 543 312,300 10,675 (801) (603) 13,075 543 (77,702) (77,728) 380,127 380,140 298 - - (661) 618 (106) (110) 39 - - - - - - (26) 13 *Includes no depreciation from discontinued operations during 2018 (2017: $0.7 million). Profit on disposal of property, plant and equipment from continuing operations was $0.2 million (2017: $2.3 million) There was no impairment of assets in discontinued operations during the current financial year (2017: $1.7 million) Included above is non-operating plant and equipment of $10.3 million (2017: $16.7 million) which is not allocated to operating sites or contracts at 30 June 2018. Included above is $48.7 million (2017: $8.1 million) of work in progress and $106.3 million (2017: $8.8 million) of assets under finance lease. 86 | MACMAHON ANNUAL REPORT 2018 Significant Asset Acquisition Assets classified as held for sale Macmahon shareholders approved its transaction with Assets classified as held for sale include surplus mining PT Amman Mineral Nusa Tenggara (“AMNT”) at a General plant and equipment which the company is actively Meeting on 12 July 2017. Completion of the Transaction marketing for sale amounting to $2.9 million occurred on 8 August 2017. The transaction resulted in: (2017: $3.1 million). • Macmahon Indonesia acquiring US$145.6m Property, plant and equipment mobile mining equipment in exchange for the Items of property, plant and equipment are measured issue of 954,064,924 new Macmahon shares (“the at cost less accumulated depreciation and accumulated • • • Consideration Shares”) to a related party of AMNT; impairment losses. the life of mine mining services contract with AMNT becoming effective; and Cost includes expenditure that is directly attributable to two new Directors joining the Macmahon Board, Mr the acquisition of the asset. The cost of self-constructed Alex Ramlie and Mr Arief Sidarto. assets includes the cost of materials and direct labour, If the Mining Services Contract is terminated for any any other costs directly attributable to bringing the assets reason then AMNT will be required to pay a Cessation to a working condition for their intended use, the costs Amount to Macmahon Indonesia. This Cessation of dismantling and removing the items and restoring the Amount is the sum of: site on which they are located, and capitalised borrowing i) a fixed amount equivalent to approximately gain or loss on qualifying cash flow hedges from foreign US$145.6m, with this amount reducing to nil over a 5 currency purchases of property, plant and equipment. costs. Cost may also include transfers from equity of any year period; and Purchased software that is integral to the functionality of the related equipment is capitalised as part of ii) the then written down value of any plant and that equipment. equipment assets that may have been acquired by Macmahon Indonesia for the period after the The fair value of property, plant and equipment recognised commencement date of the Mining Services Contract. as a result of a business combination is based on market Upon receipt of the Cessation Amount, Macmahon values. The market value of property is the estimated Indonesia must transfer ownership of its plant and amount for which a property could be exchanged, equipment used at the site to AMNT. If Macmahon on the date of valuation between a willing buyer and Indonesia does not receive the Cessation Amount in a willing seller in an arm’s length transaction after cash following a termination of the Mining Services proper marketing, wherein the parties had each acted Contract, then in certain circumstances, this could knowledgeably, prudently and without compulsion. The lead to a selective buyback of the Consideration market value of items of plant, equipment, fixtures and Shares. These circumstances were described on page fittings is based on the quoted market prices for 24 of the Notice of Meeting issued by Macmahon in similar items. relation to the AMNT Transaction. Following completion of the transaction AMNT’s When parts of an item of property, plant and equipment related party has an interest in 44.3% of Macmahon’s have different useful lives, they are accounted for as total shares on issue. separate items (major components) of property, For details of the AMNT Transaction please refer to the plant and equipment. Notice of Meeting for the AMNT Transaction published on the ASX website on 13 June 2017, and the Depreciation and amortisation company’s ASX announcement dated 19 April 2018. Depreciation is based on the cost of an asset less its residual value. Significant components of individual Property, plant and equipment secured assets are assessed and if a component has a useful life under finance leases that is different from the remainder of that asset, that Refer to note 17 for further information on property, plant component is depreciated separately. and equipment secured under finance leases. Security Depreciation on buildings, leasehold improvements and minor plant and equipment is calculated on a straight-line Freehold land, buildings, leasehold improvements and basis. Depreciation on major plant and equipment and plant and equipment are subject to a registered charge components is calculated on machine hours worked or to secure banking facilities (refer to note 17). straight-line over their estimated useful life. Leased assets MACMAHON ANNUAL REPORT 2018 | 87 NOTES TO THE FINANCIAL STATEMENTS PART D: FIXED ASSETS Note 14. Property, plant & equipment continued are depreciated over the shorter of the lease term and Non-current assets or disposal groups their useful lives unless it is reasonably certain that the classified as held for sale consolidated entity will obtain ownership by the end of Non-current assets and assets of disposal groups are the lease term. Land is not depreciated. classified as held for sale if their carrying amount will be recovered principally through a sale transaction rather Depreciation methods, useful lives and residual values are than through continued use. They are measured at the reviewed on regular basis with annual reassessments for lower of their carrying amount and fair value less costs major items and adjusted if appropriate. of disposal. For non-current assets or assets of disposal The expected useful lives for the current and comparative groups to be classified as held for sale, they must be years are as follows: available for immediate sale in their present condition • • Leasehold improvements: period of the lease and their sale must be highly probable. Plant and equipment: 3-12 years An impairment loss is recognised for any initial or The carrying amounts of the consolidated entity’s assets, subsequent write down of the non-current assets and other than inventories (see inventory accounting policy) assets of disposal groups to fair value less costs of disposal. and deferred tax assets (see income tax accounting policy), A gain is recognised for any subsequent increases in are reviewed at each balance sheet date to determine fair value less costs of disposal of a non-current assets whether there is any indication of impairment. If any and assets of disposal groups, but not in excess of any such indication exists, the asset’s recoverable amount is cumulative impairment loss previously recognised. estimated (see impairment of non-financial assets below). Non-current assets classified as held for sale are not For goodwill, the recoverable amount is estimated to the liabilities of assets held for sale continue depreciated. Interest and other expenses attributable annually or more frequently if events or changes in to be recognised. circumstances indicate that goodwill might be impaired. Non-current assets classified as held for sale are presented An impairment loss is recognised whenever the carrying separately on the face of the statement of financial amount of an asset or its cash-generating unit exceeds its position, in current assets. recoverable amount. Impairment losses are recognised in profit or loss. Estimation of useful lives of assets Leasehold improvements and plant and equipment under lives and related depreciation and amortisation charges for lease are depreciated over the unexpired period of the its property, plant and equipment and finite life intangible lease or the estimated useful life of the assets, whichever assets. The useful lives could change significantly as a The consolidated entity determines the estimated useful is shorter. result of technical innovations or some other event. The depreciation and amortisation charge will increase where An item of property, plant and equipment is derecognised the useful lives are less than previously estimated lives, or upon disposal or when there is no future economic benefit technically obsolete or non-strategic assets that have been to the consolidated entity. Gains and losses between the abandoned or sold will be written off or written down. carrying amount and the disposal proceeds are taken to Impairment of non-financial assets other than goodwill profit or loss. Any revaluation surplus reserve relating to and other indefinite life intangible assets the item disposed of is transferred directly to retained profits. Subsequent costs Impairment of non-financial assets other than goodwill and indefinite life intangible asset The consolidated entity assesses impairment of non- The cost of replacing a component of an item of property, financial assets other than goodwill and other indefinite plant and equipment is recognised in the carrying amount life intangible assets at each reporting date by evaluating of the item if it is probable that the future economic conditions specific to the consolidated entity and to benefits embodied within the component will flow to the the particular asset that may lead to impairment. If an consolidated entity, and its cost can be measured reliably. impairment trigger exists, the recoverable amount of the The carrying amount of the replaced part is derecognised. asset is determined. This involves fair value less costs of The costs of the day-to-day servicing of property, plant and disposal or value-in-use calculations, which incorporate a equipment are recognised in profit or loss as incurred. number of key estimates and assumptions; including the continued performance of contracted work, growth rates of the estimated future cash flows and discount rates based on the current cost of capital. 88 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART D: FIXED ASSETS Note 15. Intangible assets and goodwill Goodwill - at cost Impairment of goodwill Software - at cost (in progress) Less: Accumulated amortisation CONSOLIDATED 2018 $’000 3,025 - 3,025 2,783 - 2,783 5,808 2017 $’000 - - - - - - - Reconciliations Reconciliations of the written down values at the beginning and end of the current and previous financial year are set out below: CONSOLIDATED Balance at 1 July 2017 Acquisition through a business combination Additions Balance at 30 June 2018 LEASEHOLD IMPROVEMENTS $’000 PLANT & EQUIPMENT $’000 - 3,025 - 3,025 - - 2,783 2,783 TOTAL $’000 - 3,025 2,783 5,808 Goodwill arose as a result of the acquisition of TMM Group. Refer to note 31 for further information. MACMAHON ANNUAL REPORT 2018 | 89 NOTES TO THE FINANCIAL STATEMENTS PART D: FIXED ASSETS Note 15. Intangible assets and goodwill continued Intangible assets Intangible assets acquired as part of a business combination, other than goodwill, are initially measured at their fair value at the date of the acquisition. Intangible assets acquired separately are initially recognised at cost. Indefinite life intangible assets are not amortised and are subsequently measured at cost less any impairment. Finite life intangible assets are subsequently measured at cost less amortisation and any impairment. The gains or losses recognised in profit or loss arising from the derecognition of intangible assets are measured as the difference between net disposal proceeds and the carrying amount of the intangible asset. The method and useful lives of finite life intangible assets are reviewed annually. Changes in the expected pattern of consumption or useful life are accounted for prospectively by changing the amortisation method or period. Goodwill Goodwill that arises upon the acquisition of subsidiaries is included in intangible assets. Goodwill is measured at cost less accumulated impairment losses. Goodwill is allocated to cash-generating units and is not amortised but is tested annually for impairment. Software Development expenditure is capitalised only if development costs can be measured reliably or the process is technically and commercially feasible, future economic benefits are probable, and the consolidated entity intends to and has sufficient resources to complete development and to use the asset. The software expenditure capitalised includes the cost of materials, direct labour and overhead costs that are directly attributable to preparing the asset for its intended use. Other development expenditure is recognised in profit or loss as incurred. Capitalised software development expenditure is measured at cost less accumulated amortisation and accumulated impairment losses. The expected useful life of software is 5 years. Impairment of non-financial assets Goodwill and other intangible assets that have an indefinite useful life are not subject to amortisation and are tested annually for impairment, or more frequently if events or changes in circumstances indicate that they might be impaired. Other non-financial assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amount may not be recoverable. An impairment loss is recognised for the amount by which the asset’s carrying amount exceeds its recoverable amount. 90 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART E: RISK Note 16. Financial Risk Management Financial Assets Cash and cash equivalents Trade and other receivables1 Lease receivables Total financial assets Financial liabilities Trade and other payables2 Borrowings Total financial liabilities CONSOLIDATED 2018 $’000 109,622 134,576 10,492 254,690 172,904 106,272 279,176 2017 $’000 62,925 46,762 - 109,687 71,901 8,848 80,749 1 Trade and other receivables excludes prepayments of $3.2 million (2017: $3.8 million), contract closure reimbursement $3.4 million (2017: $2.9 million) and GST receivable of $15.7 million (2017: nil). 2 Trade and other payables excludes GST payable of $1.4 million (2017: $2.1 million). Financial assets and liabilities are at amortised cost. Valuation techniques for fair value measurements categorised within level 2 and level 3 Derivative financial instruments have been valued using market comparison technique. This valuation technique maximises the use of observable market data where it is available and relies as little as possible on entity specific estimates. The fair values of financial assets and liabilities, together with their carrying amounts in the statement of financial position, for the consolidated entity are as follows: CONSOLIDATED Financial Assets Lease receivables Financial liabilities Lease liability 2018 2017 CARRYING AMOUNT $’000 FAIR VALUE $’000 CARRYING AMOUNT $’000 FAIR VALUE $’000 10,492 10,496 - - (106,272) (106,088) (8,848) (8,968) All other assets and liabilities carrying amount is the same as the fair value. Financial instruments not measured at fair value Fair value of cash and cash equivalents, receivables and trade payables approximate their carrying amounts largely due to the short-term maturities of these instruments. Fair value of lease receivables, loans from banks and other financial liabilities, obligations under finance and hire purchase leases are estimated by discounting future cash flows using rates currently available for debt on similar terms, credit risk and remaining maturities. MACMAHON ANNUAL REPORT 2018 | 91 NOTES TO THE FINANCIAL STATEMENTS PART E: RISK Note 16. Financial Risk Management continued Financial risk management objectives The Board of Directors has overall responsibility for the establishment and oversight of the risk management framework. This framework is designed to identify, monitor and manage the material risks throughout the consolidated entity, to ensure risks remain within appropriate limits. Risk management policies and systems are reviewed regularly to reflect changes in market conditions and the consolidated entity’s activities. The consolidated entity, through its training and management standards and procedures, aims to develop a disciplined and constructive control environment in which all employees understand their roles and obligations. The Board of Directors oversees how management monitors compliance with the consolidated entity’s risk management policies and procedures and reviews the adequacy of the risk management framework in relation to the risks faced by the consolidated entity. The Board of Directors is assisted in its oversight role by the Audit and Risk Committee, to which internal audit reports. Internal audit undertakes reviews of controls and procedures, the results of which are reported to the Audit and Risk Committee. The consolidated entity has exposure to the following risks from its use of financial instruments: • Market risk • • • Credit risk Liquidity risk Operational risk This note presents qualitative and quantitative information about the consolidated entity’s exposure to each of the above risks, their objectives, policies and processes for measuring and managing risk, and the management of capital. Market risk Market risk is the risk that changes in market prices, such as foreign exchange rates and interest rates will affect the consolidated entity’s income or the value of its holdings of financial instruments. The objective of market risk management is to manage and control market risk exposures within acceptable parameters, while optimising returns. Currency risk The consolidated entity is exposed to currency risk on sales, purchases and borrowings that are denominated in a currency other than respective functional currencies of entities within the consolidated Group, which are primarily the Australian Dollar (AUD), but also the US Dollar (USD), New Zealand Dollar (NZD), Malaysian Ringgit (MYR), Nigerian Naira (NGN), Ghanaian Cedi (GHS), Indonesian Rupiah (IDR), Great British Pounds (GBP) and Mongolian Tugrik (MNT). The consolidated entity is also exposed to foreign currency risk on plant and equipment purchases that are denominated in a currency other than the AUD. The currencies giving rise to this risk are primarily US Dollar (USD) and European Euro (EUR). The consolidated entity uses foreign exchange forward contracts to hedge its purchases of major items of plant and equipment that are denominated in a foreign currency when a firm commitment is made. As at 30 June 2018 there are no foreign exchange forward contracts in place. In respect of other monetary assets and liabilities held in currencies other than the AUD, the consolidated entity ensures that the net exposure is kept to an acceptable level by buying or selling foreign currencies at spot rates when necessary to address short-term imbalances. 92 | MACMAHON ANNUAL REPORT 2018 The average exchange rates and reporting date exchange rates applied were as follows: AUSTRALIAN DOLLARS USD NZD MYR NGN MNT IDR GHS GBP SGD AVERAGE EXCHANGE RATES REPORTING DATE EXCHANGE RATES 2018 0.7749 1.0866 3.1589 282.40 1,879.84 10,540.17 3.4294 0.5748 1.0396 2017 0.7531 1.0573 3.2308 288.94 1,775.21 2018 0.7391 1.0903 2.9837 267.55 2017 0.7692 1.0500 3.3029 281.91 1,819.53 1,801.49 9,999.25 10,612.00 10,252.00 3.1237 0.5930 1.0505 3.3446 0.5634 1.0078 3.3576 0.5913 1.0598 The carrying amount of the consolidated entity’s foreign currency denominated financial assets and financial liabilities at the reporting date were as follows: CONSOLIDATED USD SGD MYR IDR1 NGN GBP MNT GHS NZD ASSETS LIABILITIES 2018 $’000 3,241 59 2,463 46,626 - - - 154 117 2017 $’000 2018 $’000 2017 $’000 7,104 48 1,365 3,728 113 4,935 - 162 120 - - - - - - (36,902) (685) - - - - - - - - - - 52,660 17,575 (36,902) (685) 1 Macmahon is paid in IDR for services performed in Indonesia, however the amount of these IDR payments adjusted according to movements in the IDR: USD exchange rate. MACMAHON ANNUAL REPORT 2018 | 93 NOTES TO THE FINANCIAL STATEMENTS PART E: RISK Note 16. Financial Risk Management continued The following analysis demonstrates the increase / (decrease) to profit or loss and equity at the reporting date, assuming a 10 percent strengthening and a 10 percent weakening of the Australian dollar against the following currencies. This analysis also assumes that all other variables, in particular interest rates, remain constant. The analysis is performed on the same basis for 2017. CONSOLIDATED - 2018 % CHANGE EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 % CHANGE EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 AUD STRENGTHENED AUD WEAKENED USD SGD MYR IDR NGN GBP MNT GHS NZD 10% 10% 10% 10% 10% 10% 10% 10% 10% (295) (5) (224) (884) - - - (14) (11) (1,433) - - - - - - - - - - 10% 10% 10% 10% 10% 10% 10% 10% 10% 360 7 274 1,080 - - - 17 13 1,751 - - - - - - - - - - CONSOLIDATED - 2017 % CHANGE EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ONEQUITY $’000 % CHANGE EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ONEQUITY $’000 AUD STRENGTHENED AUD WEAKENED USD SGD MYR IDR NGN GBP MNT GHS NZD 10% 10% 10% 10% 10% 10% 10% 10% 10% (646) (4) (124) (277) (10) (449) - (15) (11) (1,536) - - - - - - - - - - 10% 10% 10% 10% 10% 10% 10% 10% 10% 789 5 152 338 13 548 - 18 13 1,876 - - - - - - - - - - Price risk The consolidated entity is not exposed to any significant price risk. 94 | MACMAHON ANNUAL REPORT 2018 Interest rate risk Interest rate risk on variable rate borrowings is managed under the consolidated entity’s approved Financial Risk Management Policy. Under this policy, interest rate exposures on committed capital finance borrowings can be hedged up to 75% (by volume). The hedging instruments approved by the Board of Directors for this purpose, are interest rate swaps and interest rate caps and floors. As at the reporting date, the consolidated entity had the following variable rate exposed financial assets and liabilities: CONSOLIDATED Variable financial assets 2018 $’000 2017 $’000 109,622 62,925 Net exposure to cash flow interest rate risk (before hedging) 109,622 62,925 An analysis by remaining contractual maturities is shown in the ‘liquidity risk’ section. Fair value sensitivity analysis for fixed rate instruments There are no fixed rate instruments at 30 June 2018. Cash flow sensitivity analysis for variable rate instruments The following analysis demonstrates the increase / (decrease) to profit or loss and equity at the reporting date, assuming a change in interest rates of 100 basis points. This analysis also assumes that all other variables, in particular foreign currency rates, remain constant. The analysis is performed on the same basis for 2017. CONSOLIDATED - 2018 Variable rate instruments CONSOLIDATED - 2017 Variable rate instruments BASIS POINTS INCREASE BASIS POINTS DECREASE BASIS POINTS CHANGE 100 EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 BASIS POINTS CHANGE EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 1,096 1,096 - - 100 (1,096) (1,096) - - BASIS POINTS INCREASE BASIS POINTS DECREASE BASIS POINTS CHANGE 100 EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 629 629 - - BASIS POINTS CHANGE 100 EFFECT ON PROFIT BEFORE TAX $’000 EFFECT ON EQUITY $’000 (629) (629) - - MACMAHON ANNUAL REPORT 2018 | 95 NOTES TO THE FINANCIAL STATEMENTS PART E: RISK Note 16. Financial Risk Management continued Credit risk Credit risk is the risk of financial loss to the consolidated entity if a customer or counterparty to a financial instrument fails to meet its contractual obligations, and arises principally from the consolidated entity’s receivables from customers and cash and cash equivalents. Cash and cash equivalents The consolidated entity limits its exposure to credit risk for cash and cash equivalents by only investing in liquid securities and with counterparties that have an acceptable credit rating where possible. Trade and other receivables The consolidated entity’s exposure to credit risk is influenced mainly by the characteristics of each individual customer. The demographics of the consolidated entity’s customer base, including the default risk of the industries and countries in which customers operate, has less influence on credit risk. Approximately 31% (2017: 55%) of the consolidated entity’s revenue is attributable to sale transactions with a single customer. Geographically, the concentration of credit risk is in Australia. Under the consolidated entity’s systems and procedures, each new customer is analysed individually for creditworthiness before the consolidated entity’s standard payment and delivery terms and conditions are offered. The exposure to credit risk is monitored on an ongoing basis. The consolidated entity’s analysis includes external ratings, when available, and in some cases bank references. Credit risk is minimised by managing payment terms, receiving advance payments, receiving the benefit of a bank guarantee or by entering into credit insurance for customers considered to be at risk. More than 29% (2017: 61%) of the consolidated entity’s trade receivables exposed to credit risk are from customers who have been transacting with the consolidated entity for over three years. The consolidated entity establishes an allowance for impairment that represents its estimate of expected / incurred losses in respect of trade and other receivables. At 30 June 2018 the consolidated entity’s collective impairment on its trade receivables was $0.1 million (2017:$0.2 million). Lease receivables The credit risk associated with lease receivables is mitigated because the lease receivables are secured over the lease plant and equipment. Guarantees The consolidated entity’s policy is to provide financial guarantees only to or for subsidiaries. Details of outstanding guarantees are provided in note 20. Exposure to credit risk The carrying amount of the consolidated entity’s financial assets represents the maximum credit exposure. The consolidated entity’s maximum exposure to credit risk at the reporting date was: Cash and cash equivalents Receivables and accrued revenue* Total credit risk exposure * Receivables are shown excluding prepayments and GST receivable. 96 | MACMAHON ANNUAL REPORT 2018 CONSOLIDATED 2018 $’000 109,622 133,958 2017 $’000 62,925 44,260 243,580 107,185 The consolidated entity’s maximum exposure to credit risk for trade receivables at the reporting date by type of customer was: Mining customers Other CONSOLIDATED 2018 $’000 128,073 5,885 2017 $’000 44,092 168 Total credit risk exposure by customer 133,958 44,260 The consolidated entity’s most significant trade receivable, a mining customer, accounts for $25.9 million of the trade receivables carrying amount at 30 June 2018 (2017: $20.8 million). Liquidity risk Liquidity risk is the risk that the consolidated entity will not be able to meet its financial obligations as they fall due. The consolidated entity’s approach to managing liquidity is to ensure, as far as possible, that it will always have sufficient liquidity to meet its liabilities when due, without incurring unacceptable losses or risking damage to the consolidated entity’s reputation. The consolidated entity manages liquidity risk by maintaining adequate cash reserves and available borrowing facilities by continuously monitoring actual and forecast cash flows and matching the maturity profiles of financial assets and liabilities. Information about changes in term facilities during the year is disclosed in note 17. As at 30 June 2018, the undrawn amount on the term facility was $17.5 million (2017: $5.9 million). The facility was utilised for bank guarantees of $7.5 million (2017: $3.8 million). Outstanding individual lease agreements drawn under past facilities remain in place until their expiry date. In addition, the consolidated entity has a $20.0 million (2017: $20.0 million) insurance bond facility with $5.6 million (2017: $11.8 million) available at year end. Remaining contractual maturities The following tables detail the consolidated entity’s remaining contractual maturity for its financial instrument liabilities. The tables have been drawn up based on the undiscounted cash flows of financial liabilities based on the earliest date on which the financial liabilities are required to be paid. The tables include both interest and principal cash flows disclosed as remaining contractual maturities and therefore these totals may differ from their carrying amount in the statement of financial position. MACMAHON ANNUAL REPORT 2018 | 97 NOTES TO THE FINANCIAL STATEMENTS PART E: RISK Note 16. Financial Risk Management continued CONSOLIDATED - 2018 Non-derivatives Non-interest bearing Trade payables and accrued expenses Other payables Interest-bearing - variable 1 YEAR OR LESS $’000 BETWEEN 1 AND 2 YEARS $’000 BETWEEN 2 AND 5 YEARS $’000 OVER 5 YEARS $’000 REMAINING CONTRACTUAL MATURITIES $’000 (165,712) (8,581) - - - - - - (165,712) (8,581) Lease liability (27,421) (20,543) (60,242) (19,614) (127,820) Total non-derivatives (201,714) (20,543) (60,242) (19,614) (302,113) CONSOLIDATED - 2017 Non-derivatives Non-interest bearing Trade payables and accrued expenses Other payables Interest-bearing - variable Lease liability Total non-derivatives 1 YEAR OR LESS $’000 BETWEEN 1 AND 2 YEARS $’000 BETWEEN 2 AND 5 YEARS $’000 OVER 5 YEARS $’000 REMAINING CONTRACTUAL MATURITIES $’000 (68,619) (5,371) (2,365) (76,355) - - (7,135) (7,135) - - - - - - - - (68,619) (5,371) (9,500) (83,490) The cash flows in the maturity analysis above are not expected to occur significantly earlier than contractually disclosed above. 98 | MACMAHON ANNUAL REPORT 2018 Operational risk Operational risk is the risk of direct or indirect loss arising from a wide variety of causes associated with the consolidated entity’s processes, personnel, technology and infrastructure, and from external factors other than credit, market and liquidity risks such as those arising from the unexpected termination of contracts by customers, legal and regulatory requirements and generally accepted standards of corporate behaviour. This risk includes loss of major contract or non extension of current contracts. Operational risks arise from all of the consolidated entity’s operations. The consolidated entity’s objective is to manage operational risk so as to balance the avoidance of financial losses and damage to the consolidated entity’s reputation with overall cost effectiveness and to avoid control procedures that restrict initiative and creativity. The primary responsibility for the development and implementation of controls to address operational risk is assigned to senior management within each business unit (operating segments). This responsibility is supported by the development of overall consolidated entity’s standards for the management of operational risk. Loans and receivables Loans and receivables are non-derivative financial assets with fixed or determinable payments that are not quoted in an active market. They are carried at amortised cost using the effective interest rate method. Gains and losses are recognised in profit or loss when the asset is derecognised or impaired. Impairment of financial assets The consolidated entity assesses at the end of each reporting period whether there is any objective evidence that a financial asset or group of financial assets is impaired. Objective evidence includes significant financial difficulty of the issuer or obligor; a breach of contract such as default or delinquency in payments; the lender granting to a borrower concessions due to economic or legal reasons that the lender would not otherwise do; it becomes probable that the borrower will enter bankruptcy or other financial reorganisation; the disappearance of an active market for the financial asset; or observable data indicating that there is a measurable decrease in estimated future cash flows. The amount of the impairment allowance for loans and receivables carried at amortised cost is the difference between the asset’s carrying amount and the present value of estimated future cash flows, discounted at the original effective interest rate. If there is a reversal of impairment, the reversal cannot exceed the amortised cost that would have been recognised had the impairment not been made and is reversed to profit or loss. Investments and other financial assets Investments and other financial assets are initially measured at fair value. Transaction costs are included as part of the initial measurement, except for financial assets at fair value through profit or loss. They are subsequently measured at either amortised cost or fair value depending on their classification. Classification is determined based on the purpose of the acquisition and subsequent reclassification to other categories is restricted. For unlisted investments, the consolidated entity establishes fair value by using valuation techniques. These include the use of recent arm’s length transactions, reference to other instruments that are substantially the same, discounted cash flow analysis, and option pricing models. Financial assets are derecognised when the rights to receive cash flows from the financial assets have expired or have been transferred and the consolidated entity has transferred substantially all the risks and rewards of ownership. MACMAHON ANNUAL REPORT 2018 | 99 NOTES TO THE FINANCIAL STATEMENTS PART F: DEBIT & EQUITY Note 17. Borrowings a) Current borrowings Lease liability b) Non-current liabilities - borrowings Lease liability CONSOLIDATED 2018 $’000 21,212 21,212 CONSOLIDATED 2018 $’000 85,060 85,060 Details of currency, interest rate and year of maturity of borrowing are: Finance lease liabilities AUD 4.3% - 7.6% 2019 - 2023 106,272 CURRENCY INTEREST RATE RANGE CALENDAR YEAR OF MATURITY 2018 $’000 106,272 Refer to note 16 for further information on financial instruments. 2017 $’000 1,939 1,939 2017 $’000 6,909 6,909 2017 $’000 8,848 8,848 100 | MACMAHON ANNUAL REPORT 2018 Term facilities In October 2017, the Company entered into a $25 million multi-option financing facility, (including a $0.4 million credit card facility) which can be used for general corporate purposes. The facility is drawn to $7.5 million at 30 June 2018 for bank guarantees. Operating lease facility As at 30 June 2018, the domestic operating lease facility was drawn to $26.7 million (2017: $39.9 million). Assets pledged as security The consolidated entity’s hire purchase / finance lease liabilities are secured by the leased assets and in the event of default, the leased assets revert to the lessor. All remaining assets of the Group are pledged as security under the multi- option financing facility. Finance lease liabilities are payable as follows: FINANCE LEASE LIABILITIES Less than one year Between one and 5 years More than 5 years MINIMUM LEASE PAYMENTS INTEREST PRINCIPAL 2018 $’000 2017 $’000 2018 $’000 2017 $’000 2018 $’000 2017 $’000 27,421 80,786 19,613 2,365 7,135 - 6,209 15,098 241 127,820 9,500 21,548 426 226 - 652 21,212 65,688 19,372 1,939 6,909 - 106,272 8,848 Borrowings Loans and borrowings are initially recognised at the fair value of the consideration received, net of transaction costs. They are subsequently measured at amortised cost using the effective interest method. Where there is an unconditional right to defer settlement of the liability for at least 12 months after the reporting date, the loans or borrowings are classified as non-current. MACMAHON ANNUAL REPORT 2018 | 101 NOTES TO THE FINANCIAL STATEMENTS PART F: DEBT & EQUITY Note 18. Equity - issued capital CONSOLIDATED 2018 SHARES 2017 SHARES 2018 $’000 2017 $’000 Ordinary shares - fully paid Less: treasury shares 2,154,985,818 1,200,920,894 568,304 390,575 (11,699,448) (13,042,548) (5,186) (5,781) Ordinary shares 2,143,286,370 1,187,878,346 563,118 384,794 On issue at 1 July Issued * Repurchased and cancelled THE COMPANY NO. ORDINARY SHARES 2018 2017 1,200,920,894 1,210,487,874 954,064,924 - - (9,566,980) On issue 30 June 2,154,985,818 1,200,920,894 * refer to note 14 for information on shares issued on acquisition of assets Ordinary shares Ordinary shares entitle the holder to participate in dividends and the proceeds on the winding up of the parent entity in proportion to the number of and amounts paid on the shares held. The fully paid ordinary shares have no par value and the parent entity does not have authorised capital. On a show of hands every member present at a meeting in person or by proxy shall have one vote and upon a poll each share shall have one vote. Capital risk management The consolidated entity’s objectives when managing capital are to safeguard its ability to continue as a going concern, so that it can provide returns for shareholders and benefits for other stakeholders and to maintain an optimum capital structure to reduce the cost of capital. In order to maintain or adjust the capital structure, the consolidated entity may adjust the amount of dividends paid to shareholders, return capital to shareholders, issue new shares or sell assets to reduce debt. The consolidated entity would look to raise capital when an opportunity to invest in a business or company was seen as value adding relative to the current parent entity’s share price at the time of the investment. The consolidated entity is subject to certain financing arrangements covenants and meeting these is given priority in all capital risk management decisions. There have been no events of default on the financing arrangements during the financial year. The consolidated entity monitors capital on the basis of the gearing ratio. The ratio is calculated as net debt divided by total equity. Net debt is calculated as ‘total borrowings’ less ‘cash and cash equivalents’ as shown in the statement of financial position. Total equity is as shown in the statement of financial position. At 30 June 2018 the consolidated entity was in a net cash position (Gearing ratio: nil). Issued capital Ordinary shares are classified as equity. Incremental costs directly attributable to the issue of new shares or options are shown in equity as a deduction, net of tax, from the proceeds. Shares purchased on market by the consolidated entity are recognised at fair value, less transaction costs and reduce issued capital. 102 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART F: DEBT & EQUITY Note 19. Equity - Reserves Reserve for own shares (net of tax) Foreign currency reserve (net of tax) Share based payments CONSOLIDATED 2018 $’000 (5,186) 8,388 640 2017 $’000 (5,781) (4,640) 548 3,842 (9,873) Reserve for own shares The reserve for the Company’s own shares comprises the cost (net of tax) of the Company’s shares held by the trustee of the consolidated entity’s equity compensation plans which were purchased on-market in anticipation of vesting of share-based payment awards under the equity compensation plans. During the year no shares were purchased (2017: nil). As at 30 June 2018, there are 11,699,448 (2017: 13,042,548) unallocated Macmahon shares held in trust. Foreign currency reserve The reserve is used to recognise exchange differences arising from the translation of the financial statements of foreign operations to Australian dollars. It is also used to recognise gains and losses on the net investments in foreign operations. The foreign currency translation reserve is reclassified to the profit and loss either on sale or cessation of the underlying foreign operation. In 2018 nil (2017: $6,982,000) was reclassified to the profit and loss from the foreign currency translation reserve. Share based payments reserve The share based payments reserve is used to record the value of share-based payments and performance rights to employees, including KMP, as part of their remuneration, as well as non-employees. Movements in reserves Movements in each class of reserve during the current and previous financial year are set out below: CONSOLIDATED Balance at 30 June 2016 Foreign currency translation Treasury shares allocated on vesting of performance rights Share based payments expense Transfer of expired performance rights RESERVE FOR OWN SHARES $’000 FOREIGN CURRENCY $’000 SHARE BASED PAYMENTS $’000 (6,523) - 742 - - (6,410) 1,770 - - - Balance at 30 June 2017 (5,781) (4,640) Foreign currency translation Treasury shares allocated on vesting of performance rights Share based payments expense Transfer of expired performance rights - 595 - - 13,028 - - - Balance at 30 June 2018 (5,186) 8,388 TOTAL $’000 (11,914) 1,770 742 (185) (286) (9,873) 13,028 595 260 (168) 3,842 1,019 - - (185) (286) 548 - - 260 (168) 640 Dividends There were no dividends paid, recommended or declared during the current or previous financial year (2017: nil). Dividends are recognised when declared during the financial year and are no longer at the discretion of the Company. MACMAHON ANNUAL REPORT 2018 | 103 NOTES TO THE FINANCIAL STATEMENTS PART G: UNRECOGNISED ITEMS Note 20. Contingent liabilities The following identifiable contingencies exist at 30 June 2018: Bank guarantees Insurance performance bonds CONSOLIDATED 2018 $’000 7,545 14,355 2017 $’000 3,794 8,150 21,900 11,944 Bank guarantees and insurance bonds are issued to contract counterparties in the normal course of business as security for the performance by Macmahon of various contractual obligations. Other contingent liabilities Bank guarantees and insurance bonds are issued to contract counterparties in the normal course of business as security for the performance by Macmahon of various contractual obligations. Macmahon is also called upon to give guarantees and indemnities direct to contract counterparties in relation to the performance of contractual and financial obligations. The value of these guarantees and indemnities is indeterminable. Macmahon has the normal contractor’s liability in relation to its current and completed mining and construction projects (for example, liability relating to design, workmanship and damage), as well as liability for personal injury and property damage during a project. Potential liability may arise from claims, disputes and/or litigation against Group companies and/or joint venture arrangements in which the Group has an interest. Macmahon is currently managing a number of claims, disputes and litigation processes in relation to its contracts, as well as in relation to personal injury and property damage arising from project delivery. On 9 November 2015, Macmahon was served with a shareholder class action filed in the Federal Court of Australia by ACA Lawyers. The action, as amended in April 2018, is filed on behalf of shareholders who acquired Macmahon securities between 10 April 2012 and 19 September 2012 and relates to disclosures by Macmahon in 2012 regarding the now completed Hope Downs 4 contract. Macmahon denies any wrong doing and is defending the proceeding. Macmahon does not consider there is a reasonable basis on which to assess or estimate any potential liability and, therefore, continues to treat the proceeding as an unquantified contingent liability. 104 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART G: UNRECOGNISED ITEMS Note 21. Commitments Capital commitments Committed at the reporting date but not recognised as liabilities, payable: Within one year Lease commitments - operating Committed at the reporting date but not recognised as liabilities, payable: Within one year One to five years CONSOLIDATED 2018 $’000 2017 $’000 174,945 47,021 174,945 47,021 12,515 3,680 15,086 14,984 16,195 30,070 Operating lease facility The consolidated entity leases a number of offices and industrial workshop facilities. The leases typically run for a period of 10 years, with an option to renew the lease after that date. Some leases provide for additional payments that are based on changes in a local price index or CPI. The consolidated entity does not have an option to purchase the leased assets at the expiry of their lease period. Operating leases - equipment On 31 July 2013, the consolidated entity entered into a Master Operating Lease Agreement for plant and equipment. The leases typically run for a term of 3 to 5 years with the ability to extend for up to 3 years after that date. The consolidated entity has an option to purchase the assets at the expiry of their lease period. As at 30 June 2018, the total value of outstanding operating leases was $26.7 million (2017: $39.9 million) Finance leases - equipment Finance lease commitments in Note 17 include contracted amounts for various plant and equipment with a written down value of $106.3 million (2017: $8.8 million) under finance leases expiring within 1 year. Under the terms of the leases, the consolidated entity has the option to acquire the leased assets for predetermined residual values on the expiry of the leases. MACMAHON ANNUAL REPORT 2018 | 105 NOTES TO THE FINANCIAL STATEMENTS PART G: UNRECOGNISED ITEMS Note 21. Commitments continued Leases The determination of whether an arrangement is or contains a lease is based on the substance of the arrangement and requires an assessment of whether the fulfilment of the arrangement is dependent on the use of a specific asset or assets and the arrangement conveys a right to use the asset. A distinction is made between finance leases, which effectively transfer from the lessor to the lessee substantially all the risks and benefits incidental to the ownership of leased assets, and operating leases, under which the lessor effectively retains substantially all such risks and benefits. Finance leases are capitalised. A lease asset and liability are established at the fair value of the leased assets, or if lower, the present value of minimum lease payments. Lease payments are allocated between the principal component of the lease liability and the finance costs, so as to achieve a constant rate of interest on the remaining balance of the liability. Leased assets acquired under a finance lease are depreciated over the asset’s useful life or over the shorter of the asset’s useful life and the lease term if there is no reasonable certainty that the consolidated entity will obtain ownership at the end of the lease term. Operating lease payments, net of any incentives received from the lessor, are charged to profit or loss on a straight-line basis over the term of the lease. Major component expenditure on operating leased equipment is capitalised to plant and equipment and amortised over the shorter of the remaining lease term or the useful life of the component. Note 22. Events after the reporting period No matter or circumstance has arisen since 30 June 2018 that has significantly affected, or may significantly affect the consolidated entity’s operations, the results of those operations, or the consolidated entity’s state of affairs in future financial years. 106 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 23. Interests in subsidiaries The consolidated financial statements incorporate the assets, liabilities and results of the following subsidiaries in accordance with the accounting policy: NAME Incorporated subsidiaries Macmahon Contractors Pty Ltd Macmahon Mining Services Pty Ltd PRINCIPAL PLACE OF BUSINESS / COUNTRY OF INCORPORATION OWNERSHIP INTEREST 2018 % 2017 % Australia 100.00% 100.00% Australia 100.00% 100.00% Doorn-Djil Yoordaning Mining and Construction Pty Ltd Australia 100.00% 100.00% Macmahon Underground Pty Ltd Australia 100.00% 100.00% Macmahon Contracting International Pte Ltd Singapore 100.00% 100.00% PT Macmahon Indonesia PT Macmahon Mining Services Macmahon Constructors Sdn Bhd TMM Group Pty Ltd** TMM Group (Consult) Pty Ltd** TMM Group (IP) Pty Ltd** TMM Group (Operations) Pty Ltd** Windsor Earthmoving Contractors Pty Ltd** Lycullin Equipment Hire Pty Ltd** Macmahon Contractors (WA) Pty Ltd* Macmahon (Southern) Pty Ltd* Macmahon Africa Pty Ltd* Macmahon Malaysia Pty Ltd* Macmahon Contractors (NZ) Ltd* Macmahon Sdn Bhd* PT Macmahon Contractors Indonesia* Macmahon Singapore Pte Ltd* Macmahon Mongolia Holdings Pte Ltd* Macmahon Mongolia LLC* Macmahon Contractors Nigeria Ltd* Macmahon Contracting Ghana Limited* Macmahon Botswana (Pty) Ltd* Macmahon Rail Pty Ltd* Macmahon Rail Holdings Pty Ltd* Macmahon Rail Investments Pty Ltd* Macmahon Rail Operations Pty Ltd* Thomco (No. 2020) Pty Ltd* Thomco (No. 2021) Pty Ltd* Thomco (No. 2022) Pty Ltd* Interest in trusts Macmahon Holdings Limited Employee Share Ownership Plans Trust Macmahon Underground Unit Trust Indonesia 100.00% 100.00% Indonesia 50.00% 50.00% Malaysia 100.00% 100.00% Australia 100.00% Australia 100.00% Australia 100.00% Australia 100.00% Australia 100.00% Australia 100.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Australia 100.00% 100.00% Australia 100.00% 100.00% Australia 100.00% 100.00% Australia 100.00% 100.00% New Zealand 100.00% 100.00% Malaysia 100.00% 100.00% Indonesia 100.00% Singapore 100.00% 0.00% 0.00% Singapore 100.00% 100.00% Mongolia 100.00% 100.00% Nigeria Ghana 100.00% 100.00% 100.00% 100.00% Botswana 100.00% 100.00% Australia Australia Australia Australia Australia Australia Australia 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% Australia 100.00% 100.00% Australia 100.00% 100.00% *Entities were deregistered or inactive during the year. **Entities were acquired during the year, refer to note 31. MACMAHON ANNUAL REPORT 2018 | 107 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 24. Interests in joint ventures Interests in joint ventures are accounted for using the equity method of accounting. Information relating to joint ventures that are material to the consolidated entity are set out below: OWNERSHIP INTEREST NAME PT Macmahon Mining Services Macmahon / Adasa JV* Gooring Jimbila Contracting JV* Malana JV* Marapikurrinya JV* Karara Yamatji JV* Tonkin Highway JV* Roe Highway JV* Hale Street Link JV* Ross River Dam JV* Bell Bay Alliance JV* Rail Link JV* Eyre Peninsula JV* * Joint Ventures that were deregistered or inactive during the year. Investments accounted for using the equity method Net investment in PT Macmahon Mining Services (quasi-equity loan) Other investments Share of profit of equity-accounted investees, net of tax PRINCIPAL ACTIVITIES 2018 % Mining services 50.00% Non-active Non-active Non-active Non-active Non-active Non-active Non-active Non-active Non-active Non-active Non-active Non-active 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2017 % 50.00% 50.00% 50.00% 50.00% 45.00% 50.00% 50.00% 50.00% 33.33% 50.00% 20.00% 25.00% 50.00% CONSOLIDATED 2018 $’000 2017 $’000 3,531 - 5,742 9,273 3,662 96 3,133 6,891 PT Macmahon Mining Services is a joint venture in which the Group has joint control and a 50% ownership interest. The Company is involved in contract mining services in Indonesia and is not publicly listed. PT Macmahon Mining Services is structured as a separate vehicle and the Group has a residual interest in the net assets of the entity. Accordingly, the Group has classified its interest in PT Macmahon Mining Services as a joint venture. In accordance with the agreement between the shareholders of PT Macmahon Mining Services, the Group and the other investor in the joint venture have agreed to ensure the joint venture has sufficient funds to perform its contract to provide mining services at the Martabe project. The commitment has not been recognised in these consolidated financial statements. The following table summarises the financial information of the Group’s joint ventures as included in their own financial statements, adjusted for fair value adjustments and differences in accounting policies. The table also reconciles the summarised financial information to the carrying amount of the Group’s interest in joint ventures. The Group does not eliminate realised profit or loss transactions with equity investees. 108 | MACMAHON ANNUAL REPORT 2018 Summary financial information for equity accounted investees, unadjusted for percentage ownership held by the consolidated entity (100%) Summarised statement of financial position Cash Other current assets (excluding cash) Total current assets Total non-current assets Total assets Current payables Current borrowings - external Total current liabilities Non-current borrowings - external Other non-current financial liabilities Total non-current liabilities CONSOLIDATED 2018 $’000 2017 $’000 6,628 20,142 26,770 13,621 4,680 19,173 23,853 15,228 40,391 39,081 (11,574) (1,431) (13,005) (7,480) (1,361) (8,841) (11,165) (1,268) (12,433) (10,801) (2,066) (12,867) Total liabilities (21,846) (25,300) Net assets (100%) Group’s share of net assets (50%) Summarised statement of profit or loss and other comprehensive income Revenue Finance Costs Depreciation Other Expenses Profit before income tax Tax Net profit after tax (100%) Share of profit of equity-accounted investees, net of tax (50%) Dividends received by the group 18,545 9,273 13,781 6,891 59,079 (901) (4,997) 57,387 (740) (3,493) (47,782) (46,844) 5,399 (986) 4,413 2,207 - 6,310 (1,262) 5,048 2,524 - To support the activities of the joint venture, the consolidated entity and the other investors in the joint venture have agreed to make additional contribution in proportion to the interest to make up any losses, if required. The jointly controlled entities do not have any capital commitments. Joint ventures A joint venture is a contractual arrangement whereby two or more parties undertake an economic activity that is subject to joint control. Investments in joint ventures are accounted for using the equity method. Under the equity method, the share of the profits or losses of the joint venture is recognised in profit or loss and the share of the movements in equity is recognised in other comprehensive income. MACMAHON ANNUAL REPORT 2018 | 109 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 25. Related party transactions Parent entity Macmahon Holdings Limited is the parent entity. Subsidiaries Interests in subsidiaries are set out in note 23. Joint ventures Interests in joint ventures are set out in note 24. Key management personnel Disclosures relating to key management personnel are set out in note 26 and the remuneration report in the Directors’ report. Transactions with related parties - Joint Venture The following transactions occurred with related parties: Recharges to Joint Venture Management fee charged to Joint Venture Receivable from and payable to related parties Receivable from Joint Venture Terms and conditions All transactions were made on normal commercial terms and conditions and at market rates. CONSOLIDATED 2018 $’000 1,359 846 2017 $’000 713 3,381 CONSOLIDATED 2018 $’000 2017 $’000 196 1,381 Revenue recognised from shareholder Purchases made from shareholder CONSOLIDATED 2018 $’000 153,529 (70,622) Receivable from and payable to shareholder (AMNT) CONSOLIDATED Receivable from shareholder Payable to shareholder Refer to note 14 for details of the AMNT transaction. 2018 $’000 25,637 (11,106) 2017 $’000 - - 2017 $’000 - - During the year the 50% equity accounted PT Macmahon Mining Services Joint Venture received revenue of $1.0 million from AMNT. There was no amount owing from AMNT to the Joint Venture as at 30 June 2018. 110 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 26. Key management personnel disclosures Terms and conditions All transactions were made on normal commercial terms and conditions and at market rates. The transactions with a shareholder relate to the mining services at the Batu Hijau mine owned by AMNT. AMNT (including its related entities) is a significant shareholder in Macmahon. Compensation The aggregate compensation made to Directors and other members of key management personnel of the consolidated entity is set out below: Short-term employee benefits Long-term employee benefits Post-employment benefits Leave benefits Share-based payments CONSOLIDATED 2018 $ 2017 $ 2,607,926 1,404,747 70,831 165,296 3,949 196,068 5,310 88,274 59,582 (36,307) 3,044,070 1,521,606 MACMAHON ANNUAL REPORT 2018 | 111 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 27. Share-based payments The consolidated entity has the following equity compensation plans in place to remunerate executives and employees of the Group: • Macmahon Executive Equity Plan (“EEP” or “LTI Plan”) Macmahon EEP or LTI Plan The LTI Plan provides Executives (including the CEO) and other senior personnel with the opportunity to receive fully paid shares in Macmahon for no consideration, subject to specified time restrictions, continuous employment and performance conditions being met. Each performance right will entitle participants to receive one fully paid ordinary share at the time of vesting. The LTI Plan is designed to assist with employee retention, and to incentivise employees to maximise returns and earnings for shareholders. Participants are granted Performance Rights, which are contractual rights to receive fully paid shares in Macmahon, subject to the LTI Plan conditions being satisfied. The Board determines which Executives are eligible to participate and the number of rights granted. Each right will entitle the participant to receive one fully paid ordinary Macmahon share on vesting. PERFORMANCE RIGHTS EFFECTIVE ON 1 JULY 2014 (GRANTED 7 AUGUST 2014) Tranche and number of Performance Rights Fair value on grant date Vesting performance condition At or above 12% EPS CAGR EPS Between 5% EPS CAGR and 12% EPS CAGR Less than 5% EPS CAGR and 12% EPS CAGR TSR Ranking 75% or higher of the TSR of two peer groups TSR Ranking 50%-75% or higher of the TSR of two peer groups (50% weighting to each peer group) TSR Ranking below 50% or higher of the TSR of two peer groups (50% weighting to each peer group) PERFORMANCE PERIOD 3 YEARS ENDING 1/07/2017 3 YEARS ENDING 1/07/2017 Tranche 1 10,550,000 $0.091 Tranche 2 10,550,000 $0.091 10,550,000 5,275,000 plus 7.14% for each additional EPS CAGR % above 5% CAGR Nil 10,550,000 5,275,000 plus 2% for each percentile above 50% Nil On 1 July 2017, 1,343,100 performance rights vested. There were no remaining 2014 performance rights at 30 June 2018. 112 | MACMAHON ANNUAL REPORT 2018 PERFORMANCE RIGHTS EFFECTIVE ON 1 JULY 2016 (GRANTED 12 AUGUST 2016 Tranche and number of Performance Rights Fair value on grant date Vesting performance condition Less than 17% CAGR in TSR 17% CAGR in TSR 25% or more CAGR in TSR Between 17% and 25% CAGR in TSR PERFORMANCE PERIOD 3 YEARS ENDING 1/07/2019 12,659,501 $0.075 0% 50% 100% Pro-rata between 50% and 100% At 30 June 2018 the number of performance rights decreased to 5,971,921 as a result of redundancies and resignations. PERFORMANCE RIGHTS EFFECTIVE ON 1 JULY 2017 (GRANTED FROM 1 JULY 2017) PERFORMANCE RIGHTS GRANTED ON 18 AUGUST 2017 PERFORMANCE RIGHTS GRANTED ON 29 NOVEMBER 2017 PERFORMANCE* RIGHTS GRANTED ON 3 MARCH 2018 Grant date Tranche and number of Performance Rights Fair value on grant date Vesting performance condition Less than 17% CAGR in TSR 17% CAGR in TSR 25% or more CAGR in TSR Between 17% and 25% CAGR in TSR * Performance rights effective 1 january 3 YEARS ENDING 1/07/2020 3 YEARS ENDING 1/07/2020 2.5 YEARS ENDING 1/07/2020 1/07/2017 13,669,315 $0.085 0% 50% 100% 1/07/2017 482,075 $0.130 0% 50% 100% 1/01/2018 1,070,093 $0.125 0% 50% 100% Pro-rata between 50% and 100% Pro-rata between 50% and 100% Pro-rata between 50% and 100% At 30 June 2018 the number of performance rights decreased to 11,908,218 as a result of redundancies and resignations. MACMAHON ANNUAL REPORT 2018 | 113 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 27. Share-based payments continued Information about performance rights and share options outstanding at year end The following unvested unlisted Executive performance rights were outstanding at year end under the Macmahon EEP LTI Plan: Balance at start of the year Granted during the year Vested during the year Expired during the year Forfeited during the year Balance at the end of year EXECUTIVE PERFORMANCE RIGHTS 2018 12,118,502 15,221,483 (1,343,100) (2,356,900) (5,759,846) 17,880,139 2017 17,505,741 12,659,501 (1,674,400) (4,481,341) (11,890,999) 12,118,502 Share-based payments recognised in employee benefits expense The following amounts were recognised as employee benefits expense in profit or loss, in connection with the Company’s equity compensation plans: Performance rights Total (income) / expense recognised in employee benefits expense CONSOLIDATED 2018 $’000 260 260 2017 $’000 (185) (185) Measurement of grant date fair values The following inputs were used in the measurement of the fair values at grant date of the 2018 share-based payment plans: Fair value at grant date Share price at grant date Expected volatility (weighted average volatility) Option life (expected weighted average life) Expected dividends Risk-free interest rate (based on government bonds) PERFORMANCE RIGHTS $0.130 $0.220 50.00% 2.6 years 0% 1.81% $0.085 $0.175 50.00% 2.9 years 0% 1.90% $0.125 $0.245 50.00% 2.3 years 0% 1.99% Expected volatility is estimated taking into account historic average share price volatility. 114 | MACMAHON ANNUAL REPORT 2018 Share-based payment transactions The consolidated entity measures the cost of equity-settled transactions with employees by reference to the fair value of the equity instruments at the date at which they are granted. The fair value is determined by using either the Binomial, Black- Scholes or Monte Carlo model taking into account the terms and conditions upon which the instruments were granted. The accounting estimates and assumptions relating to equity-settled share-based payments would have no impact on the carrying amounts of assets and liabilities within the next annual reporting period but may impact profit or loss and equity. Share-based payments Equity-settled transactions are awards of shares, or options over shares, that are provided to employees in exchange for the rendering of services. Cash-settled transactions are awards of cash for the exchange of services, where the amount of cash is determined by reference to the share price. The cost of equity-settled transactions are measured at fair value on grant date. Fair value is independently determined using either the Binomial, Monte Carlo or Black-Scholes option pricing model that takes into account the exercise price, the term of the option, the impact of dilution, the share price at grant date and expected price volatility of the underlying share, the expected dividend yield and the risk free interest rate for the term of the option, together with non-vesting conditions that do not determine whether the consolidated entity receives the services that entitle the employees to receive payment. No account is taken of any other vesting conditions. The cost of equity-settled transactions are recognised as an expense with a corresponding increase in equity over the vesting period. The cumulative charge to profit or loss is calculated based on the grant date fair value of the award, the best estimate of the number of awards that are likely to vest and the expired portion of the vesting period. The amount recognised in profit or loss for the period is the cumulative amount calculated at each reporting date less amounts already recognised in previous periods. Market conditions are taken into consideration in determining fair value. Therefore, any awards subject to market conditions are considered to vest irrespective of whether or not that market condition has been met, provided all other conditions are satisfied. If equity-settled awards are modified, as a minimum an expense is recognised as if the modification has not been made. An additional expense is recognised, over the remaining vesting period, for any modification that increases the total fair value of the share-based compensation benefit as at the date of modification. If the non-vesting condition is within the control of the consolidated entity or employee, the failure to satisfy the condition is treated as a cancellation. If the condition is not within the control of the consolidated entity or employee and is not satisfied during the vesting period, any remaining expense for the award is recognised over the remaining vesting period, unless the award is forfeited. If equity-settled awards are cancelled, it is treated as if it has vested on the date of cancellation, and any remaining expense is recognised immediately. If a new replacement award is substituted for the cancelled award, the cancelled and new award is treated as if they were a modification. If any performance rights have been forfeited for failure to complete a service period, the costs of the performance rights costs are trued up i.e., amounts previously expensed are no longer incurred and accordingly reversed in the current year. This policy is applied irrespective of whether the employee resigns voluntarily or is dismissed by the Company. MACMAHON ANNUAL REPORT 2018 | 115 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 28. Remuneration of auditors During the financial year the following fees were paid or payable for services provided by KPMG, the auditor of the parent entity, and its international network firms: GROUP AUDITORS Audit services - KPMG Audit or review of the financial statements - Australia 264,300 294,000 CONSOLIDATED 2018 $ 2017 $ Audit or review of the financial statements - Network firms Other services - KPMG Tax services - Australia Tax services - Network firms Other assurance services SUBSIDIARY AUDITORS Audit services Audit of the financial statements - PWC Indonesia Other services Tax services - PWC Indonesia 48,335 312,635 48,555 89,133 76,839 214,527 527,162 76,904 70,751 147,655 674,817 110,494 404,494 29,875 55,202 151,523 236,600 641,094 - - - 641,094 116 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 29. Deed of cross guarantee Pursuant to ASIC Corporation Instrument 2016/785 dated 27 June 2018, the wholly-owned subsidiaries listed below are relieved from the Corporations Act 2001 requirements for preparation, audit and lodgement of financial statements, and Directors’ report. It is a condition of the Instrument that Macmahon Holdings Limited (“the Company”) and each of the subsidiaries (“Extended Closed Group”) below enter into a Deed of Cross Guarantee (“Deed”). The effect of the Deed is that the Company guarantees to each creditor, payment in full of any debt in the event of winding up of any of the subsidiaries under certain provisions of the Corporations Act 2001. If a winding up occurs under other provisions of the Act, the Company will only be liable in the event that after six months any creditor has not been paid in full. The subsidiaries have also given similar guarantees in the event that the Company is wound up. The following entities are party to a Deed of Cross Guarantee under which each company guarantees the debts of the others: Macmahon Contractors Pty Ltd Macmahon Underground Pty Ltd Macmahon Mining Services Pty Ltd TMM Group Pty Ltd TMM Group Pty Ltd became a party to the deed on 28 June 2018. Macmahon Southern Pty Ltd and Macmahon Rail Pty Ltd were released from their obligations under the deed by executing Revocation deeds on 28 June 2018. MACMAHON ANNUAL REPORT 2018 | 117 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 29. Deed of cross guarantee continued Set out below is a consolidated statement of profit or loss and other comprehensive income and statement of financial position, comprising the Company and its controlled entities which are a party to the Deed, after eliminating all transactions between parties to the Deed of Cross Guarantee, at the end of the financial year. STATEMENT OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME Revenue Other income Materials and consumables used Employee benefits expense Subcontractor costs Depreciation and amortisation expense Equipment and office expenses under operating leases Net finance costs Other expenses (Loss)/profit before income tax expense Income tax benefit CONSOLIDATED 2018 $’000 514,112 10,198 2017 $’000 328,078 4,343 (239,654) (159,288) (176,569) (125,327) (24,986) (41,846) (14,885) 1,364 (66,098) (38,364) 25,745 (5,888) (31,944) (14,178) (639) (21,775) (26,618) 159 (Loss)/profit after income tax expense (12,619) (26,459) OTHER COMPREHENSIVE INCOME Foreign currency translation Other comprehensive income for the year, net of tax CONSOLIDATED 2018 $’000 - - 2017 $’000 (930) (930) Total comprehensive loss for the year (12,619) (27,389) EQUITY - RETAINED PROFITS Accumulated losses at the beginning of the financial year Loss after income tax expense Treasury shares purchased for compensation plans Transfer of expired performance rights Effect of removing Macmahon Rail Pty Ltd Effect of removing Macmahon Southern Pty Ltd Effect of adding Macmahon Underground Pty Ltd Effect of adding TMM Group Pty Ltd CONSOLIDATED 2018 $’000 2017 $’000 (316,945) (290,030) (12,619) (26,459) (595) 168 12,098 11,034 73,191 8,373 (742) 286 - - - - Accumulated losses at the end of the financial year (225,295) (316,945) 118 | MACMAHON ANNUAL REPORT 2018 STATEMENT OF FINANCIAL POSITION CURRENT ASSETS Cash and cash equivalents Trade and other receivables Inventories Lease receivable Income tax Assets of disposal groups classified as held for sale NON-CURRENT ASSETS Trade and other receivables Other financial assets Property, plant and equipment Intangibles Lease receivable Deferred tax TOTAL ASSETS CURRENT LIABILITIES Trade and other payables Borrowings Income tax Employee benefits Provisions NON-CURRENT LIABILITIES Payables Borrowings Defered tax liabilities Employee benefits TOTAL LIABILITIES NET ASSETS EQUITY Issued capital Reserves Accumulated losses TOTAL EQUITY CONSOLIDATED 2018 $’000 83,207 91,441 41,861 700 6,682 2,868 2017 $’000 57,452 45,647 25,672 - 12,876 3,079 226,759 144,726 41,390 93,176 208,659 - 9,792 - 353,017 579,776 117,568 18,581 - 14,052 11,237 161,438 31,663 34,139 112,348 - - 164 178,314 323,040 69,037 1,939 - 7,807 11,171 89,954 - 160,040 83,490 1,038 408 84,936 246,374 333,402 6,909 - 3,396 170,345 260,299 62,741 563,118 384,794 (4,421) (5,108) (225,295) (316,945) 333,402 62,741 MACMAHON ANNUAL REPORT 2018 | 119 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 30. Parent entity information Set out below is the supplementary information about the parent entity. Statement of profit or loss and other comprehensive income Forgiveness of historic inter-group loans Reversal of investment impairment provision Other income / (expenses) Profit/(Loss) after income tax Total comprehensive profit/(loss) Statement of financial position Total current assets Total assets Total current liabilities Total liabilities Equity Issued capital Share-based payments reserve Reserve for own shares Accumulated losses Total equity PARENT 2018 $’000 (249,517) 235,768 (6,840) (20,589) (20,589) 2017 $’000 - - 8,110 8,110 8,110 PARENT 2018 $’000 2,373 2017 $’000 13,302 251,110 149,021 (1,418) 2,047 (2,569) 58,307 563,118 384,794 640 (5,186) 548 (5,781) (310,031) (288,847) 248,541 90,714 Guarantees entered into by the parent entity in relation to the debts of its subsidiaries The parent entity has entered into a Deed of Cross Guarantee with the effect that the Company guarantees debts in respect of some of its subsidiaries. Further details of the Deed of Cross Guarantee and the subsidiaries subject to the deed, are disclosed in note 29. Contingent liabilities Refer to note 20 for information in relation to the shareholder class action. Significant accounting policies The accounting policies of the parent entity are consistent with those of the consolidated entity. 120 | MACMAHON ANNUAL REPORT 2018 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 31. Acquisition of subsidiary On 1 January 2018, the Group acquired 100% of the shares and voting interests in TMM Group Pty Ltd and its wholly owned subsidiaries (“TMM”). The acquisition of TMM will provide the Group with additional civil capability that is expected to be an enabler to core mining work through contracts for initial site earthworks and construction services, as well as the ability to target site rehabilitation projects. Consideration transferred Total consideration on acquisition of $2.7 million included a cash payment ($1.0 million), cash provided to sellers for which shares were purchased on market ($1.0 million) and potential contingent consideration ($0.7 million). Contingent consideration The Group has agreed to pay the selling shareholders additional consideration up to a maximum of $7.0 million over the next three years if TMM’s EBITDA meets certain thresholds (after the consideration of changes in net debt) each financial year. The Group has included $745,000 as contingent consideration related to the additional consideration, which represents its fair value at the date of acquisition. Acquisition related costs The Group incurred acquisition costs of $0.2 million on legal fees and due diligence costs. These costs have been included in “Other expenses”. Identifiable assets acquired and liabilities assumed The following table summarises the recognised amounts of assets acquired and liabilities assumed at the date of acquisition. Cash and cash equivalents Trade and other receivables Property, plant and equipment Trade and other payables Borrowings Income tax Employee benefits Total identifiable net assets acquired $’000 416 11,809 10,675 (11,275) (11,001) 154 (1,034) (256) The initial accounting for the acquisition of TMM Group has only been provisionally determined at the end of the reporting period. Goodwill Goodwill arising from the acquisition of $3 million is attributable to the skills and talent of TMM’s workforce and the synergies expected to arise after the acquisition. These benefits are not recognised separately from goodwill because they do not meet the recognition criteria for identifiable intangible assets. The goodwill is not expected to be deductible for tax. MACMAHON ANNUAL REPORT 2018 | 121 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 32. Other significant accounting policies The principal accounting policies adopted in the preparation of the financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated. Application of new, revised or amending Accounting Standards and Interpretations The Group has adopted all of the new, revised or amending Accounting Standards and Interpretations issued by the Australian Accounting Standards Board (‘AASB’) that are mandatory for the current reporting period. The accounting policies applied in these financial statements are the same as those applied in the consolidated entity’s annual financial statements as at and for the year ended 30 June 2017, except for the new, revised or amended accounting standards below. • • Amendments to AASB 7 Disclosure Initiative Amendments to AASB 12 Recognition of Deferred Tax Assets for Unrealised Losses New Accounting Standards and Interpretations not effective for the Group at 30 June 2018 or early adopted A number of new standards are effective for annual periods beginning after 1 January 2018 and earlier application is permitted; however, the Group has not early adopted the new or amended standards in preparing these consolidated financial statements. AASB 15 Revenue from Contracts with Customers The Group is required to adopt AASB 15 Revenue from Contracts with Customers from 1 July 2018. AASB 15 establishes a single comprehensive framework for determining whether, how much and when revenue is recognised. It replaces existing revenue recognition guidance, including IAS 18 Revenue, IAS 11 Construction Contracts and IFRIC 13 Customer Loyalty Programmes. The core principles of AASB 15 is that an entity should recognise revenue to depict the transfer of promised goods or services to customers in an amount that reflects the consideration to which the entity expects to be entitled in exchange for those goods or services. Under AASB 15 an entity recognised revenue when (or as) a performance obligation is satisfied, i.e. when control of the goods or service underlying the performance obligation is transferred to the customer. The Group recognised revenue from the rendering of services. Macmahon Group has operations primarily in mining services in Australia and Indonesia. Revenue for mining services is predominantly recognised on the basis of the work completed over time. These services have been determined to be one performance obligation as they are highly inter-related and performed over time with the customers receiving the benefit over time or as the service is performed. Apart from providing more extensive disclosures, the Group does not anticipate that the application of AASB 15 will result in significant differences in the timing of revenue recognition for these services. Transition The Group plans to adopt IFRS 15 using the cumulative effect method, with the effect of initially applying this standard recognised at the date of initial application (i.e. 1 July 2018). As a result, the Group will not apply the requirements of IFRS 15 to the comparative period presented. AASB 9 Financial Instruments The Group is required to adopt AASB 9 Financial Instruments from 1 July 2018. This standard replaces the existing guidance in AASB 139 Financial Instruments: Recognition and Measurement. AASB 9 includes revised guidance on the classification and measurement of financial instruments, including a new expected credit loss model for calculating impairment on financial assets, and the new general hedge accounting requirements. • Classification Financial assets - AASB 9 contains a new classification and measurement approach for financial assets that reflects the business model in which assets are managed and their cash flow characteristics. The standard contains three principal classification categories for financial assets: measured at amortised cost, FVOCI and FVTPL and eliminates the existing AASB 139 categories of held to maturity, loans and receivables and available for sale. Based on its assessment, the Group does not believe that the new classification requirements will have a material impact on its accounting for financial instruments. 122 | MACMAHON ANNUAL REPORT 2018 • Impairment AASB 9 requires an expected credit loss model, as opposed to an incurred credit loss model under AASB 139. The expected credit loss model requires an entity to account for expected credit losses and changes in those expected credit losses at each reporting date to reflect changes in credit risk since initial recognition. The Group expects to apply the simplified approach to recognise lifetime expected credit losses for its trade receivables and finance lease receivables. The Group has determined that the application of AASB 9’s impairment requirements at 1 July 2018 will not have a material increase to the current impairment recognised for financial assets. AASB 16 Leases AASB 16 replaces existing leases guidance, including AASB 17 Leases, IFRIC 4 Determining whether an Arrangement contains a Lease, SIC-15 Operating Leases – Incentives and SIC-27 Evaluating the Substance of Transactions Involving the Legal Form of a Lease. The standard is effective for annual periods beginning on or after 1 January 2019. Early adoption is permitted for entities that apply AASB 15 at or before the date of initial application of AASB 16. The Group has not early adopted AASB 16. The standard introduces a single, on-balance sheet lease accounting model for lessees. A lessee recognises a right-of-use asset representing its right to use the underlying asset and a lease liability representing its obligation to make lease payments. There are recognition exemptions for short-term leases and leases of low-value items. Lessor accounting remains similar to the current standard – i.e. lessors continue to classify leases as finance or operating leases. In addition, the nature of expenses related to those leases will now change as AASB 16 replaces the straight-line operating lease expense with a depreciation charge for right-of-use assets and interest expense on lease liabilities. The actual impact of applying AASB 16 on the financial statements in the period of initial application will depend on future economic conditions, including the Group’s borrowing rate at 1 January 2019, the composition of the Group’s lease portfolio at that date, the Group’s latest assessment of whether it will exercise any lease renewal options and the extent to which the Group chooses to use practical expedients and recognition exemptions. The Group is in the process of completing its detailed assessment, however expect there to be an increase in “right to use assets” and lease liabilities. Other standards The following amended standards and interpretations are not expected to have a significant impact on the Group’s consolidated financial statements. • • • • • Annual Improvements to IFRSs 2014-2016 Cycle Amendments to IFRS 1 and IAS 28 Classification and Measurement of Share-based Payment Transactions (Amendments to IFRS 2) IFRIC 22 Foreign Currency Transactions and Advance Consideration IFRIC 23 Uncertainty over Income Tax Treatments Basis of preparation These general purpose financial statements have been prepared in accordance with Australian Accounting Standards and Interpretations issued by the Australian Accounting Standards Board (‘AASB’) and the Corporations Act 2001, as appropriate for for-profit oriented entities. These financial statements also comply with International Financial Reporting Standards as issued by the International Accounting Standards Board (‘IASB’). Historical cost convention The financial statements have been prepared under the historical cost convention, except for, defined benefit plan assets and liabilities and derivative financial instruments which are stated at their fair value. Certain property, plant and equipment and inventory is recognised at fair value less costs to sell and net realisable value respectively. Critical accounting estimates The preparation of the financial statements requires the use of certain critical accounting estimates. It also requires management to exercise its judgment in the process of applying the consolidated entity’s accounting policies. The areas involving a higher degree of judgment or complexity, or areas where assumptions and estimates are significant to the financial statements, are included in the respective notes to the financial statements. MACMAHON ANNUAL REPORT 2018 | 123 NOTES TO THE FINANCIAL STATEMENTS PART H: OTHER INFORMATION/GROUP STRUCTURE Note 32. Other significant accounting policies continued Parent entity information In accordance with the Corporations Act 2001, these financial statements present the results of the consolidated entity only. Supplementary information about the parent entity is disclosed in note 30. Principles of consolidation The consolidated financial statements incorporate the assets and liabilities of all subsidiaries of Macmahon Holdings Limited (‘parent entity’) as at 30 June 2018 and the results of all subsidiaries for the year then ended. Macmahon Holdings Limited and its subsidiaries together are referred to in these financial statements as the ‘consolidated entity’. Business combinations The Group accounts for business combinations using the acquisition method when control is transferred to the Group. The consideration transferred in the acquisition is generally measured at fair value, as are the identifiable net assets/liabilities acquired. Any goodwill that arises is tested annually for impairment. Any gain or bargain purchase is recognised in profit or loss immediately. Transaction costs are expensed as incurred, except if related to the issue of debt or equity securities. The consideration transferred does not include amounts related to the settlement of pre-existing relationships. Such amounts are generally recognised in profit or loss. Subsidiaries Subsidiaries are all those entities over which the consolidated entity has control. The consolidated entity controls an entity when the consolidated entity is exposed to, or has rights to, variable returns from its involvement with the entity and has the ability to affect those returns through its power to direct the activities of the entity. Subsidiaries are fully consolidated from the date on which control is transferred to the consolidated entity. They are de-consolidated from the date that control ceases. Interest in equity accounted investees The consolidated entity’s interests in equity accounted investees comprise interests in associates and joint ventures. Associates are those entities in which the consolidated entity has significant influence, but not control or joint control, over the financial and operating policies. A joint venture is an arrangement in which the consolidated entity has joint control, whereby the consolidated entity has rights to the net assets of the arrangement, rather than rights to its assets and obligations for its liabilities. Interest in associates and the joint ventures are accounted for using the equity method. They are recognised initially at cost, which includes transaction costs. Subsequent to initial recognition, the consolidated financial statements include the consolidated entity’s share of the profit or loss and other comprehensive income of equity accounted investees, until the date on which significant influence or joint control ceases. Transactions eliminated on consolidation Intercompany transactions, balances and unrealised gains on transactions between entities in the consolidated entity are eliminated. Unrealised losses are also eliminated unless the transaction provides evidence of the impairment of the asset transferred. Accounting policies of subsidiaries have been changed where necessary to ensure consistency with the policies adopted by the consolidated entity. Foreign currency translation The financial statements are presented in Australian dollars, which is Macmahon Holdings Limited’s functional and presentation currency. Foreign currency transactions Foreign currency transactions are translated into Australian dollars using the exchange rates prevailing at the dates of the transactions. Foreign exchange gains and losses resulting from the settlement of such transactions and from the translation at the reporting date exchange rates of monetary assets and liabilities denominated in foreign currencies are recognised in profit or loss. Foreign operations The assets and liabilities of foreign operations are translated into Australian dollars using the exchange rates at the 124 | MACMAHON ANNUAL REPORT 2018 reporting date. Monetary assets and liabilities denominated in foreign currency at the reporting date are translated to the functional currency at the exchange rate at that date. The income and expenses of foreign operations are translated into Australian dollars at the average exchange rates for the period. Foreign currency differences are recognised in other comprehensive income, and presented in the foreign currency translation reserve in equity. When the settlement of a monetary item receivable from or payable to a foreign operation is neither planned nor likely in the foreseeable future, foreign exchange gains and losses arising from such a monetary item are recognised to form part of a net investment in a foreign operation and are recognised in other comprehensive income, and are presented in the foreign currency translation reserve in equity. Revenue recognition Revenue (including maintenance services) is recognised when the services are provided and is based on surveys of work performed where applicable. Revenues are based on volumes of work performed on a monthly basis and in certain contracts are performed throughout the first life of the underlying mine or continuously throughout the duration of the contract. Revenue is recognised at the fair value of the consideration received or receivable, to the extent that it is probable that the economic benefits will flow to the entity and the revenue can be reliably measured. Current and non-current classification Assets and liabilities are presented in the statement of financial position based on current and non-current classification. An asset is classified as current when: it is either expected to be realised or intended to be sold or consumed in normal operating cycle; it is held primarily for the purpose of trading; it is expected to be realised within 12 months after the reporting period; or the asset is cash or cash equivalent unless restricted from being exchanged or used to settle a liability for at least 12 months after the reporting period. All other assets are classified as non-current. A liability is classified as current when: it is either expected to be settled in normal operating cycle; it is held primarily for the purpose of trading; it is due to be settled within 12 months after the reporting period; or there is no unconditional right to defer the settlement of the liability for at least 12 months after the reporting period. All other liabilities are classified as non-current. Deferred tax assets and liabilities are always classified as non-current. Goods and Services Tax (‘GST’) and other similar taxes Revenues, expenses and assets are recognised net of the amount of associated GST, unless the GST incurred is not recoverable from the tax authority. In this case it is recognised as part of the cost of the acquisition of the asset or as part of the expense. Receivables and payables are stated inclusive of the amount of GST receivable or payable. The net amount of GST recoverable from, or payable to, the tax authority is included in other receivables or other payables in the statement of financial position. Cash flows are presented on a gross basis. The GST components of cash flows arising from investing or financing activities which are recoverable from, or payable to the tax authority, are presented as operating cash flows. Commitments and contingencies are disclosed net of the amount of GST recoverable from, or payable to, the tax authority. Discontinued operations A discontinued operation is a component of the consolidated entity that has been disposed of or is classified as held for sale and that represents a separate major line of business or geographical area of operations, is part of a single coordinated plan to dispose of such a line of business or area of operations, or is a subsidiary acquired exclusively with a view to resale. The results of discontinued operations are presented separately on the face of the statement of profit or loss and other comprehensive income. Rounding of amounts The consolidated entity is of a kind referred to in ASIC Corporations (Rounding in Financial / Directors’ Reports) Instrument 2016/191, issued by the Australian Securities and Investments Commission, relating to ‘rounding-off’. Amounts in this report have been rounded off in accordance with that Class Order to the nearest thousand dollars, or in certain cases, the nearest dollar. MACMAHON ANNUAL REPORT 2018 | 125 DIRECTORS’ DECLARATION In the Directors’ opinion: − the attached financial statements and notes, and the remuneration report on pages 47 to 59 in the Directors’ report, are in accordance with the Corporations Act 2001, the Accounting Standards, the Corporations Regulations 2001 and other mandatory professional reporting requirements; − the attached financial statements and notes comply with International Financial Reporting Standards as issued by the International Accounting Standards Board as described in note 33 and throughout the financial statements; − the attached financial statements and notes give a true and fair view of the consolidated entity’s financial position as at 30 June 2018 and of its performance for the financial year ended on that date and comply with Australian Accounting Standards and the Corporations Regulations 2001 ; − there are reasonable grounds to believe that the Company will be able to pay its debts as and when they become due and payable; and − at the date of this declaration, there are reasonable grounds to believe that the members of the Extended Closed Group will be able to meet any obligations or liabilities to which they are, or may become, subject by virtue of the deed of cross guarantee (pursuant to ASIC Class Order 98/1418) described in note 29 to the financial statements. The Directors have been given the declarations required by section 295A of the Corporations Act 2001. Signed in accordance with a resolution of Directors made pursuant to section 295(5)(a) of the Corporations Act 2001. On behalf of the Directors JA WALKER Director 24 August 2018 Perth 126 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 127 INDEPENDENT AUDITOR’S REPORT Independent Auditor’s Report To the shareholders of Macmahon Holdings Limited Report on the audit of the Financial Report Opinion We have audited the Financial Report of Macmahon Holdings Limited (the Company). In our opinion, the accompanying Financial Report of the Company is in accordance with the Corporations Act 2001, including:  giving a true and fair view of the Group’s financial position as at 30 June 2018 and of its financial performance for the year ended on that date; and The Financial Report comprises:  Consolidated statement of financial position as at 30 June 2018  Consolidated statement of profit or loss and other comprehensive income, Consolidated statement of changes in equity, and Consolidated statement of cash flows for the year then ended  Notes including a summary of significant  complying with Australian Accounting Standards and the Corporations Regulations 2001. accounting policies  Directors’ Declaration. The Group consists of the Company and the entities it controlled at the year-end or from time to time during the financial year. Basis for opinion We conducted our audit in accordance with Australian Auditing Standards. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the Financial Report section of our report. We are independent of the Group in accordance with the Corporations Act 2001 and the ethical requirements of the Accounting Professional and Ethical Standards Board’s APES 110 Code of Ethics for Professional Accountants (the Code) that are relevant to our audit of the Financial Report in Australia. We have fulfilled our other ethical responsibilities in accordance with the Code. Key Audit Matters The Key Audit Matters we identified are:  Significant transaction – Batu Hijau Plant and Equipment acquisition;  Recognition of Management fee revenue  Assessment of potential onerous contract – Telfer. Key Audit Matters are those matters that, in our professional judgement, were of most significance in our audit of the Financial Report of the current period. These matters were addressed in the context of our audit of the Financial Report as a whole, and in forming our opinion thereon, and we do not provide a separate opinion on these matters. 128 | MACMAHON ANNUAL REPORT 2018 KPMG, an Australian partnership and a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Liability limited by a scheme approved under Professional Standards Legislation. Significant transaction – Batu Hijau Plant and Equipment acquisition ($182.5 million) Refer to Note 14 to the Financial Report The key audit matter How the matter was addressed in our audit On 8 August 2017 Macmahon Holdings Limited’s wholly owned subsidiary PT Macmahon Indonesia (“Macmahon Indonesia”) completed a transaction with PT Amman Mineral Nusa Tenggara (“AMNT”) in which Macmahon Indonesia acquired $182.5 million of mining equipment. In consideration, 954 million shares were issued to an AMNT subsidiary, giving AMNT a 44.3% shareholding in Macmahon Holdings Limited. As part of the transaction, Macmahon Indonesia secured a Mining and Leasing Services contract to become the mining services contractor at AMNT’s Batu Hijau Mine in Indonesia. The transaction is considered a key audit matter due to its size and accounting complexity. Various aspects of the transaction needed to be considered such as the potential for the transaction to represent a lease, a business combination or an asset acquisition. The Group engaged an external expert to provide accounting advice on this transaction. Significant audit effort was required to assess the terms of the contract to evaluate the recognition and measurement of the transaction against the requirements of the accounting standards. Our procedures included:  Reading the Transaction Implementation Deed and Mining and Leasing Services contract, together with associated transaction documents, to obtain a detailed understanding of the contractual terms and conditions of the transaction.  Reading the external expert accounting advice received by the Group, including understanding their scope and limitations, evaluating key considerations in the advice on the various aspects of the transaction against the terms of the above agreements. In addition we evaluated the competence, and objectivity of the external expert.  Working together with our technical accounting specialists, we critically assessed the Group’s accounting treatment for the above agreements against the recognition and measurement requirements of the accounting standards. The particular impacts we focused on were those relating to leases, business combinations, property, plant and equipment and share based payments.  Evaluating the Group’s disclosures regarding the transaction against the requirements of the accounting standards. Recognition of Management fee revenue Refer to Note 25 to the Financial Report The key audit matter How the matter was addressed in our audit Included within Revenue is the Batu Hijau Project management fee recognised by a wholly owned subsidiary, PT Macmahon Indonesia. The management fee represents a significant proportion of the Group’s profit from continuing operations for FY 2018. The management fee is earned by achieving specified tonnage movement measures within the twelve months ended 31 December 2018 in line with the terms of the Mining and Leasing Services contract with AMNT. Our procedures included:  Reading the Batu Hijau Mining and Leasing Services contract, together with approved variations to obtain a detailed understanding of the terms and conditions, including performance measures. We critically assessed the Group’s accounting treatment against the requirements of the accounting standards.  Assessing forecast tonnage movement through inquiries with the Group to understand the specific plans and risks to achieving future operating performance measures. MACMAHON ANNUAL REPORT 2018 | 129 INDEPENDENT AUDITOR’S REPORT CONTINUED Achieving the management fee is dependent on the Group implementing plans to achieve forecast tonnage movement.  Assessing plans and assumptions underpinning the forecast tonnage movement of the contract to 31 December 2018 by: This is a key audit matter due to the increased audit effort in assessing estimation uncertainty and its significance to profit from continuing operations.  comparing actual tonnage movement since commencement of the contract, to management reports and customer confirmation;  challenging assumptions of forecast tonnage movement with actual tonnage movement to date together with incremental tonnage assumed through the deployment of additional equipment and resources.  reading the minutes of the Batu Hijau Project leadership meeting which comprises senior management of the Group and AMNT where actual and forecast tonnage performance is considered; and  checking the feasibility of the Group’s plans with regards to this contract to the customer’s mine plan. Assessment of potential onerous contract – Telfer Refer to Note 13 to the Financial Report The key audit matter How the matter was addressed in our audit The assessment of a potential onerous contract for the Telfer Mining Services Contract (contract) is considered a key audit matter due to the contract incurring significant losses to date and the estimation uncertainty in forecasting cash flows, leading to increased audit risk. Our procedures included: In relation to significant losses incurred to date we assessed the Group’s analysis of the actual costs incurred, by:  Reading monthly management reports. The Group’s assessment of the potential of the contract to be onerous is based on forecast cash flows over the remaining contract term.  Obtaining and reading correspondence between the Group and customer for evidence of performance issues and concerns. We focused on evaluating the Group’s assessment of forecast cash flows, in particular the impact of various productivity initiatives including replacement and deployment of equipment.  Inquiring with operational management on contract performance.  Testing a statistical sample of costs incurred on the contract to underlying documentation. In relation to the forecast cash flows over the remaining contract term we challenged the forecast for feasibility and consistency by:  Reading the terms of the contract including performance conditions, contract variations and comparing these to terms used in the forecast. 130 | MACMAHON ANNUAL REPORT 2018  Comparing forecast cash flows to past events resulting in losses from our procedures outlined above.  Comparing forecast cash flows to recent actual performance.  Inspecting updated mine plans and production schedules to check for consistency against the forecast cash flows.  Reading the following for evidence of issues or concerns relevant to the forecast period:  Correspondence between the Group and customer.  Minutes of the quarterly management meetings between the Group and customer.  The Group’s monthly board minutes. Other Information Other Information is financial and non-financial information in Macmahon Holdings Limited’s annual reporting which is provided in addition to the Financial Report and the Auditor’s Report. The Directors are responsible for the Other Information. Our opinion on the Financial Report does not cover the Other Information and, accordingly, we do not express an audit opinion or any form of assurance conclusion thereon, with the exception of the Remuneration Report. In connection with our audit of the Financial Report, our responsibility is to read the Other Information. In doing so, we consider whether the Other Information is materially inconsistent with the Financial Report or our knowledge obtained in the audit, or otherwise appears to be materially misstated. We are required to report if we conclude that there is a material misstatement of this Other Information, and based on the work we have performed on the Other Information that we obtained prior to the date of this Auditor’s Report we have nothing to report. Responsibilities of the Directors for the Financial Report The Directors are responsible for:  preparing the Financial Report that gives a true and fair view in accordance with Australian Accounting Standards and the Corporations Act 2001  implementing necessary internal control to enable the preparation of a Financial Report that gives a true and fair view and is free from material misstatement, whether due to fraud or error  assessing the Group and Company’s ability to continue as a going concern and whether the use of the going concern basis of accounting is appropriate. This includes disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless they either intend to liquidate the Group and Company or to cease operations, or have no realistic alternative but to do so. MACMAHON ANNUAL REPORT 2018 | 131 INDEPENDENT AUDITOR’S REPORT CONTINUED Auditor’s responsibilities for the audit of the Financial Report Our objective is:   to obtain reasonable assurance about whether the Financial Report as a whole is free from material misstatement, whether due to fraud or error; and to issue an Auditor’s Report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with Australian Auditing Standards will always detect a material misstatement when it exists. Misstatements can arise from fraud or error. They are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of the Financial Report. A further description of our responsibilities for the audit of the Financial Report is located at the Auditing and Assurance Standards Board website at: http://www.auasb.gov.au/auditors_responsibilities/ar1.pdf. This description forms part of our Auditor’s Report. Report on the Remuneration Report Opinion Directors’ responsibilities In our opinion, the Remuneration Report of Macmahon Holdings Limited for the year ended 30 June 2018, complies with Section 300A of the Corporations Act 2001. The Directors of the Company are responsible for the preparation and presentation of the Remuneration Report in accordance with Section 300A of the Corporations Act 2001. Our responsibilities We have audited the Remuneration Report included in pages 47 to 59 of the Directors’ report for the year ended 30 June 2018. Our responsibility is to express an opinion on the Remuneration Report, based on our audit conducted in accordance with Australian Auditing Standards. KPMG Trevor Hart Partner Perth 24 August 2018 132 | MACMAHON ANNUAL REPORT 2018 MACMAHON ANNUAL REPORT 2018 | 133 SUMMARY OF CONSOLIDATED RESULTS PROFIT AND LOSS ($M) Revenue from continuing operations Underlying EBITDA Depreciation and amortisation Underlying EBIT Significant and non-recurring items and impairment Reported EBIT Net interest Reported operating profit / (loss) before tax Tax (expense) / benefit Reported NPAT from continuing operations Minority interest (“MI”) Reported NPAT attributable to Macmahon Add: significant and non-recurring items (net of tax and MI)1 Underlying NPAT attributable to Macmahon BALANCE SHEET ($M) Plant and equipment Total assets Net assets Equity attributable to Macmahon 2018 710.3 118.9 (77.7) 41.2 - 41.2 (2.4) 38.8 (7.5) 31.3 - 31.3 - 31.3 380.1 723.3 409.8 409.8 2017 359.6 31.8 (33.5) (1.7) (3.4) (5.1) (0.1) (5.2) (0.3) (5.5) - (5.5) 3.4 (2.1) 122.7 295.0 185.0 185.0 CASH FLOW ($M) Underlying EBITDA Net interest paid Income tax (paid) / refund Working capital, provisions and other non cash items decrease / (increase) Net operating cash flow including JV Investing and financing cash flows (net) Effect of exchange rates on cash Cash at beginning of financial year CLOSING CASH BALANCE 118.9 (2.4) 6.3 (17.0) 105.8 (59.1) 0.0 62.9 109.6 31.8 (0.1) - (1.5) 30.2 (23.1) (0.9) 56.7 62.9 2015 2014 2013 660.2 1,015.9 2016 312.2 42.5 (28.8) 13.8 97.0 (59.6) 37.4 (2.1) (233.8) 11.7 (0.7) 11.0 (0.2) 10.8 - 10.8 2.1 12.9 117.7 300.1 207.4 207.4 (196.4) (23.7) (220.1) (0.5) (220.6) - (220.6) 233.8 13.2 141.5 524.3 221.8 221.8 42.5 (1.0) (2.8) (29.7) 9.0 (188.6) (0.6) 236.9 100.8 (10.8) (1.9) (34.3) 53.8 70.6 3.1 109.4 171.0 (101.7) 69.3 (2.0) 67.3 (18.8) 48.5 (19.6) 28.9 - 28.9 2.0 30.9 442.9 823.7 432.2 432.2 55.9 172.9 (15.9) (8.7) (70.4) 77.9 (122.3) 0.3 153.5 1,165.5 172.0 (85.6) 86.4 (1.8) 84.6 (18.3) 66.3 (22.7) 43.6 - 43.6 1.3 44.9 471.1 944.5 401.2 401.2 61.7 67.5 (18.8) (9.6) 69.5 108.6 (91.6) 1.5 134.9 56.7 236.9 109.4 153.4 Net debt / (net cash) (3.4) (54.1) (56.5) (74.2) 1 Significant and non-recurring items in: - 2017 includes the takeover defence costs; - 2016 relates to onerous lease provisions; - 2015 relates to property, plant and equipment impairment, inventory write downs and onerous lease provisions; and - 2013 includes the Construction Business represented as a discontinued operation. 134 | MACMAHON ANNUAL REPORT 2018 PEOPLE AND SAFETY Number of employees LTIFR TRIFR ORDER BOOK Work in hand ($m)1 New contracts and extension ($m)2 Revenue growth (%) Reported NPAT / Total revenue (%) Underlying NPAT / Total revenue (%)3 EBIT interest cover (x) Reported basic EPS from continuing operations (cents) Underlying basic EPS from continuing operations (cents)3 BALANCE SHEET RATIOS 2018 3,913 0.5 6.2 5,437 1,174 97.5 4.4 4.4 17.1 1.53 1.53 2017 1,659 0.4 5.7 4,973 3,889 15.2 (1.5) (0.6) (33.8) (0.47) 2016 1,529 1.1 4.5 1,507 624 (52.7) 3.5 4.1 18.0 0.87 2015 1,295 0.9 5.4 1,150 68 (35.0) (33.4) 2.0 (8.3) 2014 2,467 0.9 8.5 2,573 387 (12.8) 2.8 3.0 3.6 (17.5) 2.30 (0.18) 1.03 1.05 2.46 Gearing (Net debt or (Net cash)) / Equity) (0.8) (29.2) (27.2) Reported ROC (%) Underlying ROC (%)3 Reported ROE (%) Underlying ROE (%)3 Reported ROA (%) Underlying ROA (%)3 NTA per share ($) CASH FLOW RATIOS ($M) 10.8 10.8 10.5 10.5 6.1 6.1 0.19 (2.2) (0.7) (2.8) (1.1) (1.9) (0.7) 0.15 3.5 4.1 5.0 6.0 2.6 3.1 0.17 (33.5) (35.7) 6.8 (67.5) 4.0 (32.7) 2.0 0.18 12.9 9.3 9.6 6.9 7.4 3.3 3.5 2013 3,495 0.9 7.7 3,230 1,846 (29.9) (3.7) (3.7) (4.6 ) 4.37 4.50 15.4 11.9 12.2 11.5 11.8 4.5 4.6 0.34 0.32 Net operating cash flow per share (cents) 4.9 2.5 0.7 4.3 6.2 8.6 SHAREHOLDERS Shares on issue (m) @ 30 June 2,155.0 1,200.9 1,210.5 1,261.7 1,261.7 1,261.7 Share price @ 30 June (cents) Dividend declared (cents) Percentage franked (%) Market capitalisation ($m) Enterprise value (EV) Price / NTA (x) 21.5 - n/a 463.3 459.9 1.1 16.5 - n/a 198.2 144.1 1.1 8.8 - n/a 106.5 50.0 0.5 6.6 - n/a 83.3 9.1 0.4 10.0 - n/a 126.2 182.1 0.3 13.0 - n/a 164.0 225.7 0.4 1 The order book for 2017 includes the Batu Hijau contract. The order book for 2016 includes a proportional share of joint venture order books. Construction included in historical numbers. 2 New contracts and extensions for 2017 includes the Batu Hijau contract. 3 Adjusted for significant and non-recurring items: - 2017 includes the takeover defence costs; - 2016 relates to onerous lease provisions; - 2015 relates to property, plant and equipment impairment, inventory write downs and onerous lease provisions; and - 2013 includes the Construction Business represented as a discontinued operation. MACMAHON ANNUAL REPORT 2018 | 135 ASX ADDITIONAL INFORMATION As at 21 August 2018 Additional information required by the Australian Securities Exchange Limited Listing Rules and not disclosed elsewhere in this report is set out below. SHAREHOLDING SUMMARY The following details of Shareholders of Macmahon Holdings Limited have been taken from the share register on 20 August 2018. a) The twenty largest Shareholders held 84.93% of the ordinary shares. b) There were 7,189 ordinary Shareholders as follows: 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001 Over TOTAL 664 2,016 1,012 2,655 592 6,939 Twenty largest Shareholders as at 20 August 2018 RANK NAME UNITS % UNITS Perpetual Corporate Trust Limited 954,064,924 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 20 20 JP Morgan Nominees Australia Limited HSBC Custody Nominees Limited Citicorp Nominees Pty Limited National Nominees Limited Zero Nominees Pty Ltd BNP Paribas Noms Pty Ltd CCs Third Nominees Pty Limited CPU Share Plans Pty Ltd AMP Life Limited BNP Paribas Noms (NZ) Ltd CPU Share Plans Pty Limited Bond Street Custodians Limited HSBC Custody Nominees Limited-Gsco ECA BNP Paribas Nominees Pty Ltd National Nominees Limited Bond Street Custodians Ltd Mr Paulus Gerardus Brouwer + Mr Remy Paulus Brouwer BNP Paribas Nominees Pty Ltd Alkat Pty Ltd BPM Capital Limited Researched Investments Pty Ltd TOTALS: TOP 22 HOLDERS OF ORDINARY SHARES (TOTAL) TOTAL REMAINING HOLDERS BALANCE 327,323,769 152,709,446 122,795,393 55,484,494 45,000,000 34,306,266 20,958,140 20,000,003 13,915,816 11,910,230 11,679,683 11,315,749 8,995,518 8,588,938 7,461,369 5,600,000 4,910,050 4 , 1 1 8 , 7 1 4 4,000,000 4,000,000 4,000,000 44.27 15.19 7.09 5.70 2.57 2.09 1.59 0.97 0.93 0.65 0.55 0.54 0.53 0.42 0.40 0.35 0.26 0.23 0.19 0.19 0.19 0.19 1,833,138,502 321,847,316 85.06 14.94 136 | MACMAHON ANNUAL REPORT 2018 SUBSTANTIAL SHAREHOLDERS As at 21 August 2018, the register of substantial shareholders disclosed the following information: HOLDERS GIVING NOTICE 1. PERPETUAL CORPORATE TRUST LIMITED Number of ordinary shares in which interest is held 954,064,924 VOTING RIGHTS The voting rights attaching to ordinary shares are set out below: On a show of hands every member present in person or by proxy shall have one vote and upon a poll each share shall have one vote. VOLUNTARY ESCROW SHARES 958,175,972 shares are held in voluntary escrow of which 954,064,924 are due to be released on 8 February 2020 (assuming the shares are not cancelled prior to this time) and 4,111,048 are due to be released on approximately 22 September 2021. FEEDBACK Macmahon would appreciate your feedback on this report. Your input will assist us to improve as a business and develop our report to further suit your needs. To respond, please either email investors@macmahon.com.au or mail to: Investor Relations PO Box 198 Cannington WA 6987 www.macmahon.com.au CALENDAR OF EVENTS ANNUAL GENERAL MEETING NOVEMBER 2018 RELEASE OF HALF YEAR RESULTS FEBRUARY 2019 RELEASE OF FULL YEAR RESULTS AUGUST 2019 MACMAHON ANNUAL REPORT 2018 | 137 MACMAHON.COM.AU

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