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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In this month’s DMXCP report we discuss three emerging companies with global opportunities that we met with during the month. In the DMXASF report we provide our thinking on the takeover offer for $KME which has now been recommended by the board dmxam.com.au/monthly-reports…
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…
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
Our monthlies are out. In the DMXCP report we discuss quarterly updates released during July, as well as some recent takeover activity. In the DMXASF report we discuss rotations and new names. dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s DMXCP report we discuss two stocks that we were buying in June - $BEO $EGL. In the DMXASF report, stocks discussed included $RDY $PPL, which both experienced material price movements during June dmxam.com.au/monthly-reports…
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
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…
Our monthlies are out. In the DMXCP report we provide an update on $CLV and discuss recent portfolio developments. The DMXASF report we discuss how we are navigating through the current market volatility, and on the proposed takeover of $SDI. dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s reports, we provide a wrap of the winners and losers across the portfolios, after what was an eventful February reporting season.
dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s DMXCP report, we discuss some key updates during the month including $AER and $KYP. In the DMXASF report, we preview a number of upcoming half year results, including $EML and $SHM.
dmxam.com.au/monthly-reports…
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
Our monthlies are out. In this month’s DMXCP report, we provide our thoughts on 2026 including three holdings we are particularly enthused about. In the DMXASF report, we discuss key portfolio developments during the month.
dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s DMXCP report, we provide an update on the progress of our top 5 holdings. In the DMXASF report, we provide updates on GEN.NZ and SHM.
dmxam.com.au/monthly-reports…
Our monthlies are out. In the DMXCP report, we provide an update on the progress of portfolio holding $RZI, and discuss the quarterly reports of our emerging software names. In the DMXASF report, we discuss our recently re-established position in $SDI.
dmxam.com.au/monthly-reports…
Our monthlies are out. The DMX ASF report updates our thinking on higher education provider $EDU. The DMX CP report includes an update on $VBC following a business unit sale . We update on our unlisted holdings including Yellow Brick Road.
dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s DMXCP and DMXASF reports, we update on what was a positive August reporting season, with comments on holdings including $EDU, $VBC and $ANG.
dmxam.com.au/monthly-reports…
Our monthlies are out. In this month’s DMXCP report, we discuss recent updates from $IAM, $SMN and $AHC. In the DMXASF report, we discuss the key contributors and detractors during July, and how we are currently thinking about our larger positions.
dmxam.com.au/monthly-reports…