Energy One (ASX: EOL) and Austin Engineering (ASX: ANG) Discussed On Episode 10 Of The ASX Small Cap Wrap
Claude Walker and Chris Steptoe from DMX Asset Management discuss ASX Small Cap stocks and reflect on their investing philosophies.
RPMGlobal Holdings Limited (ASX: RUL) is a Brisbane-based provider of mining software solutions.
Founded in 1968, RPMGlobal offers products such as HAULSIM, SIMULATE, XERAS, ShiftManager, and MINVU, serving clients across Australia, Asia, the Americas, Africa, and Europe.
RPMGlobal listed on the ASX on 27 May 2008 at an IPO price of $1.00 per share.
Claude Walker and Chris Steptoe from DMX Asset Management discuss ASX Small Cap stocks and reflect on their investing philosophies.
I like each of these companies at current prices, and I already own them. But if the share prices fall due to macroeconomic volatility, there is a price at which I would probably buy more…
The long term thesis remains on track and the current share price weakness looks like a potential opportunity to me.
Looking beyond the share prices.
Net profit before tax was up 71% to $10.2 million.
However, the updated software license subscription revenue was really strong.
Albeit hardly thesis changing, there is some new information to consider regarding each of these stocks.
These ASX 3 stocks have a track records of success, pricing power, and the ability to invest in growth. Winning stocks often keep on winning.
RPM Global’s headline profit result was strong, but is the devil in the detail?
RPM Global (ASX: RUL) will institute investor presentations after their results, including allowing shareholders to ask questions.
Both RPM Global (ASX: RUL) and SRG Global (ASX: SRG) are reporting strong demand from their mining clients.
The mining software provider is growing its software subscription revenue and buying back shares.
These 5 ASX small-cap companies all disclosed continuing growth in their AGM presentations, providing a good opportunity to check in on the thesis.
Owen and Claude talk about picking a market bottom, as well as RPM Global (ASX: RUL) and Altium (ASX: ALU).
When fear reigns it is hard to force yourself to buy growth stocks, but these are the half dozen I have most faith in (at the right price).
Strong growth in subscription revenue has hampered profitability at RPM Global (ASX: RUL), but that won’t last forever…
The Russian invasion of Ukraine, covid, and low rates have lead to significant commodity price increases across the board.