DMX Blog

We are enthused about the opportunity for Raiz Invest emerging as an NPAT profitable fintech playing an important role in the investment journey and financial education of over 300,000 Australians.

A recent media interview with DMX portfolio manager, Steve McCarthy

Having recently affirmed its FY24 guidance of ~$12m EBITDA, we think a low single-digit PE multiple undervalues this growing business

We discuss our recent Findi research trip to India

We discuss Careteq Limited, a technology solutions and services company in the aged care space

We drill into Indian ATM provider, Findi

A recent media article on our wealth management exposure

Link to the DMXCP AGM update presentation where we discuss the DMXCP journey, and highlight 5 interesting stocks in the portfolio

Our Diverger position was quoted in various media publications.

Q4 FY23 Nanocap Update highlighting TAL, 8CO, COO, and RCW

We discuss Advanced Braking Technology, a niche mining services company with genuine IP and tailwinds

Steve attended an investor presentation during the month. Below is the presentation. DMXAM Ethium Presentation    

We discuss Corum Group, a company with a mixed history, but multiple ways to win from its current valuation.

We discuss a recent addition to the DMX portfolio's, Cirrus Networks (CNW).

Periodically, we contribute to Richard Hemming's Under The Radar Report where a selection of fund managers crystal ball gaze for the year ahead.

The DMXCP ADM was last month. Attached is the presentation to investors.

Chris Steptoe from DMX Asset Management looks at a new accounting standard that will change a number of reporting and valuation metrics.

Periodically, we contribute to Richard Hemming's Under The Radar Report where a selection of fund managers crystal ball gaze for the year ahead.