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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 October 2019 update to DMXCP Investors (click here). 


In this month's update we discuss another takeover offer from private equity  - this time for a long term holding of ours,  Konekt Limited.  We also discuss encouraging recent trading updates provided by security services and technology company AVA Global Limited, unloved engineering services provider Primero Group and workforce technology services company Vault Intelligence which signed another very  significant deal during the month. 



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