Tell Me Why: The 10 Reasons We Invested in ONE
Email Mar 19, 2021
Last Friday we announced our 2021 Tech Pick of the Year, Oneview Healthcare plc (ASX: ONE) - a healthcare technology company that enables ‘virtual care’ at the bedside for hospital patients. We promised that we would provide further analysis on why we have made such a large, long term investment and called ONE our 2021 Tech Pick of the Year…
VN8’s Latest Acquisition Boosts Group ARR to Over $18M
Article Feb 03, 2021
When we introduced award-winning telecommunications service provider Vonex Ltd (ASX:VN8) as our latest portfolio addition, it was on the back of an impressive and growing Annual Recurring Revenue (ARR) base. Today, Vonex announced its ARR will continue to grow via the acquisition of telecommunications Nextel justifying our position in the company.
Last 48 Hours Reveals Cyberattack on US Government Way More Serious Than Anyone Thought
Email Dec 21, 2020
We have always been bullish on cybersecurity technology as a key investing theme, hence our team closely follows global hacking incidents reported around the world. Two days ago, the US government announced that multiple federal agencies had been targeted by a sweeping cyber-attack. small ASX stock might just be entering a perfect storm for investors. The company is Whitehawk (ASX: WHK).
Instant Early Cancer Detection Via Your Mobile
Article Dec 03, 2020
Heathtech company MyFiziq Limited (ASX: MYQ) is now strengthening its position in the healthcare space by taking a strategic equity stake in Triage. Triage has developed breakthrough technology which can detect skin disease using a smartphone.
Cooling Technology for a Hot Market: Why we Invested in AJX
Article Nov 27, 2020
The entry of institutional investor Colinton Capital Partners, headed up by Simon Moore one of Australia’s leading entrepreneurs, has had an enormous impact on Alexium International Group Ltd (ASX: AJX) during the second half of 2020.
VN8 Moving up to the Next Tier of ASX Telcos
Email Nov 20, 2020
We added Vonex Ltd (ASX: VN8) to our long term portfolio in September when it was trading at 14 cents per share. We invested because VN8 is not yet well known to ASX investors, but is aspiring to attain a similar valuation to its ASX listed peers:
$31M ASX Small Cap Telco Posts $16.7M Annual Recurring
Article Oct 30, 2020
Recurring revenue, facilitated by the acquisition of 2SG, has provided Vonex with forward earnings predictability. The 2SG acquisition cannot be underestimated, having provided Vonex (ASX: VN8) with substantial sales momentum.
This ASX Stock is Almost at Our BUY Price
Email Oct 27, 2020
After surging to almost $1.50, one of our long term portfolio companies, MyFiziq Ltd (ASX: MYQ), has just dipped close to our most recent entry price. We believe the current MYQ share price provides an attractive entry point for new investors given that in the last four weeks MYQ has: