• DMX Capital Partners Limited
  • DMX Australian Shares Fund
July 2022 Monthly Report
During July, many of our portfolio holdings reported their fourth quarter and full year cash flow results - we discuss several of these in our monthly update, including Diverger and DDH1 Limited.
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June 2022 Monthly Report
Notwithstanding the recent portfolio and market falls, news across the portfolio has been on the whole positive and in this month's report, we comment on encouraging operational updates from Credit Clear, Kip McGrath and Readytech.
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May 2022 Monthly Report
In this month's report, given the decline in NAV in recent times, we spend some time discussing our strategy, how we see the markets currently, and opportunities that we are looking to take advantage of.
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April 2022 Monthly Report
In this month's report, we discuss a number of trading updates recently provided by portfolio companies, including from PTB Group, Credit Clear and Aeeris.
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March 2022 Monthly Report
In this month's report, we highlight the 7-year anniversary of DMXCP, and, as we look ahead, we detail the top 10 positions in the portfolio, and why we find them attractive. These really showcase the breadth & quality of the opportunity set, and what we believe will help to drive favourable outcomes over the next seven years.
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February 2022 Monthly Report
In this month's report, we discuss some positive half-year results from portfolio holdings Cryosite, DataDot and Australian Family Lawyers.
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January 2022 Monthly Report
In this month's report to investors, we discuss a number of updates from the portfolio during the month, including from PTB Group, Ansarada and Yellow Brick Road.
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December 2021 Monthly Report
In this month's update, we our top 10 positions and provide our comments on their outlook and our expectations for 2022 and beyond.
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November 2021 Monthly Report
In this month's update, we discuss some key monthly portfolio developments and highlight some recent meetings with Kip McGrath and Design Milk.
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October 2021 Monthly Report
In this month's update, we discuss some key monthly portfolio developments and highlight some interesting updates from Raiz Invest and Yellow Brick Road.
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September 2021 Monthly Report
In this month's update, we discuss some recent portfolio purchases (including Aeeris, Pureprofile and Swick) together with some names that we have been selling
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August 2021 Monthly Report
In this month's update, we discuss how our three largest holdings (Sequoia, Joyce Corporation and Easton) reported in FY21. We also comment on three holdings that have built strong market positions in Australia, and that are now looking to grow quickly in offshore markets.
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July 2022 Monthly Report
This month’s report highlights the deal flow we’re able to access investors through our network of brokers, including the opportunity to be a sub-underwriter for MedAdvisor’s current rights issue – a company owned across both DMXCP and DMXASF.
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June 2022 Monthly Report
This month’s report highlights some of the loss-generating holdings and how we’ve responded opportunistically in response to some of these. Both funds continue to chip away building holdings in quality smaller companies at attractive pricing and taking advantage of the compelling opportunities that we are currently seeing.
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May 2022 Monthly Report
This month’s report includes commentary on AFT Pharmaceuticals and Smartpay, each of which reported positive results with strong outlooks.
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April 2022 Monthly Report
This month’s report includes commentary on EML Payments, Frontier Digital Ventures, and Michael Hill; as well as highlighting both a risk & opportunity with the shifting sentiment toward interesting small software businesses.
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March 2022 Monthly Report
This month’s report includes commentary on recently exited MMA Offshore, and FSA Group which has commenced its share buy-back programme.
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February 2022 Monthly Report
This month’s report includes commentary on Michael Hill, Frontier Digital and Nearmap.
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January 2022 Monthly Report
This month’s report includes commentary on new holdings in EML Payments and Nearmap.
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December 2021 Monthly Report
In this month's update, we provide a portfolio update and discuss digital disrupters in the portfolio including Credit Clear and Xref
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November 2021 Monthly Report
This month’s report includes commentary on FSA following a recent management meeting and its AGM.
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October 2021 Monthly Report
This month’s report includes an update following a recent management meeting with Garry Crole of Sequoia, a key holding of both DMXASF and DMXCP
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September 2021 Monthly Report
This month’s report includes updates on Cryosite, Easton Investments, and Frontier Digital Ventures following management meetings with each of these.
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August 2021 Monthly Report
In this month’s report highlights the strong recent results of SDI and our hope they can utilise their over-capitalised balance sheet to make a step-change acquisition or return meaningful funds to shareholders.
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