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PO Box 916,
Milsons Point, NSW 1565

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A fresh approach to value investing in
undiscovered, quality businesses.

We are pleased to present the January 2020 update to DMXCP Investors (please click here). 

In this month's report we discuss encouraging updates released during January from UCW Limited, Easton Investments and PTB Group.


We are also pleased to highlight three companies in the portfolio with market capitalisations of less than $10 million that have done the hard work to become cash-flow positive and profitable. While the market capitalisations of these companies are amongst the smallest on the ASX, we like the businesses due to their high levels of recurring income, and their strong focus on managing costs. 

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