DMX Asset Management

Australian Micro and Nano-Cap Specialists. Genuinely differentiated exposures in a difficult to replicate strategy.

[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

[DMX Asset Management @DMXAsset]

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
https://t.co/emAh6AyFs3

[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

[DMX Asset Management @DMXAsset]

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. https://t.co/lUO2gBKeG8

[DMX Asset Management @DMXAsset]

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 https://t.co/lUO2gBKeG8

[DMX Asset Management @DMXAsset]

Our monthlies are out. In this month’s DMXCP report we discuss several holdings that presented at recent investment conferences, including $LBL $CCG $RZI. In the DMXASF report we comment on a number of our positions including $EDU $TYR $RDY
https://t.co/lUO2gBKeG8

[CMicrocaps @CMicrocaps]

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

https://t.co/1EEbfss7Io

[DMX Asset Management @DMXAsset]

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. https://t.co/lUO2gBKeG8

[DMX Asset Management @DMXAsset]

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. https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

Sam is developing a nice collection of research notes on the ASX microcap space

[Amateur Capital @AmatuerCapital]

This week's write-up is on Aeeris Ltd $AER.AX. A company I looked at a couple of years ago, but came back onto my radar thanks to @DMXAsset's December update

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[Capital Employed @capitalemployed]

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 @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

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 https://t.co/2ZD0i4Eh8J and SHM.
https://t.co/OQqnJZE8zQ

[SnS @stocksnsockss]

That’s a 10 bagger in $EDU.AX for me in ~12 months. Shoutout to the boys at @DMXAsset and @puppyeh1 for showing some muscle earlier in the year when it was needed for us minority holders 💪. Keep fighting the good fight lads

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ

[DMX Asset Management @DMXAsset]

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.
https://t.co/OQqnJZE8zQ