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DMX Asset Management @DMXAsset

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

Joined May 2016
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  • Followers 3,887
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DMX Asset Management@DMXAsset
30 May 2021
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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 dmxam.com.au/monthly-reports…
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DMX Asset Management retweeted
CMicrocaps@CMicrocaps
May 20
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

Media — Coffee Microcaps

Media and Articles

coffeemicrocaps.com
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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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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…

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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…
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Sam is developing a nice collection of research notes on the ASX microcap space
Amateur Capital
@AmatuerCapital
Feb 14
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
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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…
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DMX Asset Management retweeted
Capital Employed
@capitalemployed
Feb 6
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
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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…
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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…
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DMX Asset Management retweeted
SnS@stocksnsockss
9 Dec 2025
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
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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…
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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…
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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…
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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…
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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-reports…

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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.
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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/interview…

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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-reports…
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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-reports…

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