Australian Micro and Nano-Cap Specialists. Genuinely differentiated exposures in a difficult to replicate strategy.
Sydney, New South Wales
Joined May 2016
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DMX Asset Management retweeted
Tickets for the Coffee Microcaps Sydney Conference happening on Tuesday, 22nd of September, are on sale via @humanitix_team. #asx #microcap
Many thanks to @DMXAsset for sponsoring the event.
@evehealthgroup @raizaustralia @SwiftNetworksAu @nobleoaklife @ImmuronLtd
DMX Asset Management retweeted
Yesterday's @FinancialReview included the 2nd Edition of the Microcap Monitor Magazine.
Featuring 14 #ASX #microcap stocks such @raizaustralia $RZI @vnlasx $VNL, @aerometrex $AMX
Editorial from, @lukewinchester9 @DMXAsset @RaasGroup & @DznBkr
coffeemicrocaps.com/media
DMX Asset Management retweeted
DMX Capital Partners @DMXAsset stock pitch on Aussie nanocap Aeeris $AER.AX 🇦🇺
AER is a meteorological data company that helps its customers make informed climate-related business decisions, receive weather alerts, and understand potential climate risks.
- Sticky, annuity-style revenues
- 20–30% revenue growth
- Compelling IP and tailwinds,
- Imminent profitability
- Trading on 1x ARR
- Potential for a significant rerating
DMX Asset Management retweeted
Best stock write-ups we enjoyed reading in the past two weeks. 📚
Featuring... 👇
@overlookedalpha
@joe_oa
@okieinvestor
@augustusville
@jefke00
@DMXAsset
@ClarkinM
@InsiderIdeas
@oilgastourist
@GaelanHanlon
capitalemployed.com/p/12-top…
DMX Asset Management retweeted
Diverger shareholder DMX Asset Management has described its proposed merger with Count as a “farcical” transaction, saying the offer price does not reflect the fair value of Diverger.
moneymanagement.com.au/news/…
DMX Asset Management retweeted
FRESH OFF THE PRESS 🔥
Read our interview with Steven McCarthy from @DMXAsset
Steven discusses…
His background
Companies he likes to invest in
Research process
2 Stocks he’s bullish on
+ much more
capitalemployed.com/p/interv…
DMX Asset Management retweeted
Our coverage of the FY 2022 Diverger results #ASX $DVR just published.
It has to be said ~20% earnings growth is pretty high compared to most other companies trading on 12 times earnings!
Dividend yield 4.8% fully franked 😎
Risk of bad acquisition 🫤
arichlife.com.au/diverger-as…
DMX Asset Management retweeted
$YBR.AX 4C out this morning @markbouris quietly going about his business. Highest R12 GOCF at $4million; net cash just under $8million + $4.5m invested in FY22 in RWF loan notes. NTA (including revalued RWF): $50m (15.4c) Market cap: $30m (9.3c) Top 7 hold 72% of shares. Long
DMX Asset Management retweeted
Stat Attack: 55% of ASX listed companies have a market cap under $100m
At Coffee Microcaps we hope to shine a light on the stories behind these companies.
DMX Asset Management retweeted
Thanks @DMXAsset and shout anytime with questions on $RZI - very exciting with the development and expansion ahead as we continue to deliver for our customers and shareholders #saveandinvest #financialeducation #growth
Our monthlies are out. Plenty of companies discussed including $RZI (and Acorns) $YBR and an update following a recent management meeting with Garry Crole of $SEQ
dmxam.com.au/latest_monthly_…
DMX Asset Management retweeted
The rent brick and mortar guys pay to the REIT's is coming down ~10-15%. The rent the online guys pay to FB/GOOG is increasing.
People are paying a higher multiple for margin compression rather than a lower multiple for margin expansion.
DMX Asset Management retweeted
Stunning result out from $JYC this morning, huge increase in all metrics. Who knew flogging kitchens & beds would go to the moon in a pandemic?? Plus returned JK payments. Good business doing the right thing. (looking at you Gerry)
Hodling.
DMX Asset Management retweeted
As a guide, Magnetar paid $18million CASH for 50% of the new RWF warehouse. YBR EV is ~$20million. So you get everything else for effectively $2million (Vow, Resi, YBR franchise)
DMX Asset Management retweeted
Twas the day before Christmas, when all through the market
Not a company was stirring, except for $8CO with a massive CardHero deal.
DMX Asset Management retweeted
$JAN continuing to execute, picked up a nice little contract today with Chartered Accountants ANZ to run exams.
DMX Asset Management retweeted
Here is a link to the full "Makings of a Multibagger" research analysis: bit.ly/3hjpkN3
Please retweet if you enjoy it!
@MicroCapClub @iancassel
DMX Asset Management retweeted