Net student visa arrivals (MacroBusiness) #ausbiz

Our monthlies are out. The DMXASF report discusses the international education sector, including $EDU and $AKG. In the DMXCP, report we discuss recent management meetings including $ABV, $CNW, $SEQ, and Tambla dmxam.com.au/latest-monthly…

Atlas Pearls $ATP with a decent ~30% revenue increase in FY23, doubling revenue in the last 3 years. Mkt Cap: $17m Net Cash: $3m (prob more after this half) Trading at ~2.5X FY23 Net Profit 🤯 with strong pearl pricing heading into the FY24 #ASX #microcap

Nice announcement from $EDU re ALG new enrolment numbers, Up 79% v PCP. New enrolments now matching exiting students, should see total enrolments grow from here #ASX #microcap

$EDU pulling out the NTA aquisition... Not the worst news, they get the $4.5m back which will bolster the balance sheet and plenty of growth opportunities within the existing businesses. Interested to see how the next half plays out

Nice first sale for $XRG into the US market. Interested to see how much penetration they can get over there

What a result for $ATP. Rev up 25%, NPAT up 100% to $9m. $19m mkt cap, $12m EV. Crazy cheap, with a 8% Div next month.

Not a great H1 from $KME. Not sure I should cut my loses or the sell off is creating a buying opportunity...

Some thoughts on Change Financial (CCA.AX). Writing not really my thing, but trying to document my thoughts after selling out of a couple investments too early because I forgot my conviction 🤦‍♂️ Be kind open.substack.com/pub/amateurcap…

At my kids gymnastics watching this screen for about 5min before realising it’s one of $MXO.AX. Very nice

Nice quarter from $XRG.AX. Hopefully they can continue to win contracts and keep the growth going

Following on from last week, I thought I'd do a write-up on Motio ($MXO.AX). I've been a shareholder for a couple of years now, but hadn't written my thoughts down in a semi-coherent format. Here is my attempt: open.substack.com/pub/amateurcap…

A quick look and thoughts on Academies Australasia $AKG.AX. Been sitting at the bottom of my watchlist when I was doing research on $EDU.AX a couple of years ago, so I thought I'd revisit. open.substack.com/pub/amateurcap…

Shots fired by Anthropic. And they don't miss... youtu.be/kQRu7DdTTVA?si…

Some of my rambles about AI, SaaS and the hype vs reality from someone working in the industry open.substack.com/pub/amateurcap…

Reposting as forgot to add link 🤦‍♂️: This week's write-up is on Aeeris Ltd $AER.AX. A company I looked at a couple of years ago, but came back onto my radar thanks to DMX Asset Management's December update: open.substack.com/pub/amateurcap…

Nice first half from $MXO.AX. Maiden NPAT and good cash generation👌Need to dig in more as to why revenue is flat, but margin expansion is welcome