DMX Asset Management

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-report…

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

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-report…

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-report…

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-report…

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

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-report…

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-report…

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-report…

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-report…

@toy59496 Appreciate the kind words

@DMXAsset Read the report. Impressed you said there were indicators to exit some of your loss makers early. It's very Buffettesque to acknowledge where to improve and would give intelligent clients confidence. It gives me confidence in you...

1/3 Our monthlies are out. In this month’s DMXCP update, we reflect on FY25 and provide our thoughts on how we are positioned heading into FY26. dmxam.com.au/monthly-report…

@lukewinchester9 Thanks Luke

@DMXAsset Well done gents, strong year and I agree with your positive sentiment for micros into FY26. Although I'm self aware to know we are barbers telling people they need a haircut!

3/3 During June, Mark Tobin from Coffee Microcaps had a discussion with Steve in relation to two DMX holdings: EDU Holdings, and RPM Automotive. dmxam.com.au/blogs/intervie…

2/3 In the DMXASF report, we discuss the key contributors and detractors during June, and how we are currently thinking about some of the similarities and differences between the two DMX funds.

Our monthlies are out. In this month’s DMXCP update, we discuss what was an eventful month for $EDU . In May's DMXASF report, we provide an update on $EML - a key holding of the fund. dmxam.com.au/monthly-report…

Our monthlies are out. In this month’s DMXCP update, we discuss a number of third quarter company updates including from $RZI, $PPL and $KYP. In the DMXASF report we provide updates on $ANG, $FID and $FDV. dmxam.com.au/monthly-report…

In the DMXASF report we discuss recent portfolio developments, including Earlypay, a name that we previously owned, but have re-purchased during March.

Our monthlies are out. In this month’s DMXCP update, as DMXCP reaches its 10 year mark, we discuss two stocks raising capital during the month as well as current market volatility.  dmxam.com.au/monthly-report…