@CMicrocaps

Showcasing ASX microcaps | Helping ASX microcap companies share their story & giving investors direct access to corporate management teams.

 Sydney, New South Wales
coffeemicrocaps.com
Joined December 2018
  • Tweets4.1K
  • Following457
  • Followers5.7K
535Media
$RTH.AX acquired at an eye-popping 93% premium, but it's still only ~2x ARR (which has compounded at 27% largely organically since FY22), a decent discount to the ~3x ARR $BET.AX was acquired at by Tabcorp. Speaking of Tabcorp, surely $RTH.AX is a better target than Foxtel!
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Multibaggers 5X or greater in the last year 🇺🇸 They don't usually look like multibaggers at first: 20 names total* 👉75% started unprofitable - several are now less unprofitable 👉50% started as microcaps 👉35% biotech/healthcare *of 4,300 starting with revenue, >$0.1/share
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CMicrocaps retweeted
Adam Wilk
@AKWilkSep 22
Really enjoyed this letter from Vitavia Fund talking about the impacts of AI within the investment industry. vltavafund.com/dopisy-akcion… 1. A.I. is commoditizing basic analytical work. 2. The advantage is shifting from information to interpretation. 3. The value of judgment is increasing. 4. Also increasing is the risk of false certainty. 5. Consensus may strengthen. 6. Human strengths – temperament, patience, skepticism – are not losing their value. 7. The best opportunities may lie where data is incomplete, situations are chaotic, and context is difficult to standardize.

2/2026 When artificial intelligence becomes abundant in investing, what will become rare? - Vltava...

WHEN ARTIFICIAL INTELLIGENCE BECOMES ABUNDANT IN INVESTING, WHAT WILL BECOME...

vltavafund.com
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Younger Australians are driving a massive shift into self-managed superannuation, with those aged 25 to 44 accounting for about 40 per cent of all new accounts. ebx.sh/zhuHrn

Big super loses $47b to SMSFs over four years

Gen X and Millennials are driving a massive shift into self-managed super, pushing the sector to a record 680,000 funds holding more than $1.1 trillion.

ebx.sh
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Our monthlies are out. In this month’s DMXCP report we provide our thoughts on reporting season, and profile the results from $CUP , $BLS and $VBC. In the DMXASF report, we provide our thinking on the takeover offer for $KME dmxam.com.au/monthly-reports…
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A Greek 30yr is 4.8% vs a US 30yr of 5.3%
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$KME.AX : Ride Shotgun with Harvest Lane afr.com/street-talk/arbitrag… Luke and Ben and Co. at Harvest Lane have bought a blocking stake in $KME at the offer price of $0.73. No doubt they believe they can negotiate a better price for shareholders. The question now is whether to join them as a "free rider" on the register and let them do the hard work on your behalf. They can't accumulate any more than they already have.... They are not stupid so they must think they have sufficient leverage as the downside risk is a walkway is still a few million lost despite being a tiny company. Do your own due diligence. @HarvestLaneAM

Arbitrage fund Harvest Lane lifts stake in Kip McGrath

Harvest Lane’s purchase was done at 73¢ per share, the same price used by Kiwi unicorn Crimson Education in its off-market takeover bid.

afr.com
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T bone Al@Tbone_AlJun 25
When does Mr Kelly $KPG.AX Start buying? Or did he buy in Mosman too early and get high on his own supply? @bowtiedstocks
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An odd notice of potential acquisition from $HIT, very hard to see what the assets worth $15m are here! Will do some more research to try to understand.
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SpaceX's market cap crossed above $3 trillion today in after hours trading. That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion). Microsoft Sales: $318 billion Microsoft Net Income: $125 billion Amazon Sales: $743 billion Amazon Net Income: $91 billion SpaceX Sales: $19 billion SpaceX Net Income: -$9 billion
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Puru Saxena
@saxena_puruJun 3
Moral of the story - do NOT chase hot IPOs Year-1 average drawdown = 55% Year-1 median drawdown = 54% Table: Truist
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Dell and Intel have both more than tripled so far this year and we still have 7 months to go. Is this 2026 or 1999? $DELL $INTC
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RaaS Group
@RaasGroupMay 26
@RaasGroup has published a new report on speciality packaging and resource recovery and recycling business Close the Loop $CLG following the sale of electronics refurbishing business ISP Tek Services for $14m. Our senior analyst John Burgess is of the view that the sale and the conversion of notes potentially transform CLG into an appropriately geared business with a balance sheet that can support and grow remaining businesses. This report is only available to RaaS+ subscribers. To access this report, subscribe for just $120/month ex GST, no lock in contracts. #packaging #recycling #raas+ #subscriptioncontent #independentresearch
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Back in February, $WJL said neither Helloworld nor BGH could deliver a proposal “capable of being put to shareholders” at ~90c/share. Fast forward a few months: - Virgin commission revenue lost - earnings outlook hit - stock now ~44c Brutal. (Not held)
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CMicrocaps retweeted
hidflect
@hidflectMay 18
Once a blue-chip of the #ASX, property giant Lendlease ($LLC.AX) has fallen 75% over 5 years. There hasn't been any new blood in Aussie stocks in a decade...
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Our monthlies are out. In the DMXCP report we discuss several third quarter updates, including $BXN and $PPL. In the DMXASF report we provide an update on $SHM, which completed a substantial share buy back during the month. dmxam.com.au/monthly-reports…
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Ben Thompson
@bnthompsonMay 12
Why found a startup in Australia when Singapore and NZ have zero % CGT?
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This budget reform is huge for ASX microcaps as investors will desperately pile into assets which generate capital losses to offset gains.
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