CMicrocaps

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

[CMicrocaps @CMicrocaps]

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

[CMicrocaps @CMicrocaps]

Naked Wines UK with a new EBITDA variant 👀

[CMicrocaps @CMicrocaps]

Ok, it's Trustyourinstinct 🏇 & Hopwell Rock 🏇 in The Cup 🏆 for me. Good luck, punters.

[CMicrocaps @CMicrocaps]

Martin Filz, CEO of @Pureprofile_IR $PPL joined us for our latest webinar to talk through the Q1FY27 trading update.

The recording is now up on our YouTube channel.

Many thanks to @DMXAsset our event sponsor.

https://t.co/EepGNEVFIA

[Charlie Bilello @charliebilello]

Bitcoin (-11.7%) and Gold (-10.2%) are the two worst performing major assets so far in 2026. This is something we haven't seen before in any calendar year.

[CMicrocaps @CMicrocaps]

Also impacting the @ASX small and microcap market, as these stocks don't count in the equity benchmark funds are judged against.

Thus, there is zero incentive to allocate even a modicum of super assets to this part of the market.

@GeoffWilsonWAM @RonShamgar @AustSharesAssoc

[Financial Review @FinancialReview]

Australia’s largest superannuation funds say rules introduced by the Morrison government are forcing them into poorer, more conservative investments. https://t.co/YZgj22YIMJ

[CMicrocaps @CMicrocaps]

Microcap funds, I would say, are faring marginally better, and we haven't seen as many shut up shop.

As the institutional capital pool shrinks, engagement with retail shareholders, mums & dads, SMSFs & HNWs is more important than ever for ASX microcap/smallcap company boards.

[Financial Review @FinancialReview]

At least 12 small-cap funds have been forced to close this year as persistent inflation and high interest rates continue to punish the smaller end of the market. https://t.co/G0s0hC2DKB

[CMicrocaps @CMicrocaps]

Our next Coffee Microcaps Morning Meeting is happening this coming Friday, 30 October. We will be joined by @Pureprofile_IR $PPL for this Zoom webinar.

Thanks to our event sponsor, @DMXAsset, for their support. #microcap #ASX

Register below 👇
https://t.co/FridiFFwEb

[Joanne Baynham CA (SA), CFA ® @madaboutmarkets]

I've shared this before, but it continues to amaze me

[CMicrocaps @CMicrocaps]

Our latest Coffee Microcaps webinar, featuring Dennison Hambling from Intelligent Monitoring Group Ltd $IMB and Lil Bianchi from @PainChek $PCK, is now live on our YouTube channel.

Many thanks to @DMXAsset, our 2026 events sponsor. #asx #microcap

https://t.co/9HE64PBUi0

[CMicrocaps @CMicrocaps]

Dont forget to join us for the webinar tomorrow morning. $IMB & $PCK are on deck for this one. #asx #microcap

Many thanks to @DMXAsset for sponsoring the event.

[CMicrocaps @CMicrocaps]

Our next Coffee Microcaps Morning Meeting is happening this coming Friday, 23 October.

We will be joined by Intelligent Monitoring Grp $IMB & @PainChek $PCK for this Zoom webinar.

Thanks to our event sponsor, @DMXAsset, for their support. #microcap #asx

https://t.co/bkrukPfCxF

[CMicrocaps @CMicrocaps]

@thelostleonardo @theAZtrader I dont think there's ever a sign of a recovery there.

[CMicrocaps @CMicrocaps]

@GameTheory1984 @theAZtrader 😂😂😂

[CMicrocaps @CMicrocaps]

Reading from @adnaninvest, @oddbjorndybvad, and @kjetil_nyland over the next few weeks, as mentioned in this morning's newsletter.

[CMicrocaps @CMicrocaps]

@galumay Looks like a decent boat, can you salvage it and sell it?

[CMicrocaps @CMicrocaps]

Our next Coffee Microcaps Morning Meeting is happening this coming Friday, 23 October.

We will be joined by Intelligent Monitoring Grp $IMB & @PainChek $PCK for this Zoom webinar.

Thanks to our event sponsor, @DMXAsset, for their support. #microcap #asx

https://t.co/bkrukPfCxF

[CMicrocaps @CMicrocaps]

🤣🤣🤣

[Clemente @clementetv_]

If The Big Short was made in 2026

[CMicrocaps @CMicrocaps]

@RonShamgar We are back in that part of cycle. Can add MXO to the above list also.

[Luke Winchester @lukewinchester9]

$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!

[CMicrocaps @CMicrocaps]

Jack Austin of JC Equity joined me for the latest edition of the Coffee Microcaps Fund Manager interview series.

We discussed 2 of the fund's current stocks @G8Education $GEM & Coast Entertainment $CEH #asx #microcap

Interview is on the YouTube Channel https://t.co/GVdYSvzy49

[CMicrocaps @CMicrocaps]

Excellent insights in here on both the KME and MXO takeovers from the DMZ team. #asx #microcap

[DMX Asset Management @DMXAsset]

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 https://t.co/emAh6AyFs3