Coffee Microcaps Febraury 2023 Newsletter
Live Conferences & Upcoming Webinars
Hi Everyone
Welcome to this month’s edition of the Coffee Microcaps newsletter.
Live Events Are Back, Baby
After a 3.0+ year hiatus due to the CV19 pandemic, we are back with live events. I cannot wait to catch up with many subscribers in person who I haven’t seen since the last event in October 2019! I am also looking forward to catching up with the many subscribers I have gotten to know via Zoom webinars, Twitter or this newsletter over the last three years.
Firstly, I will be hosting a 1-day conference in Sydney on April 27th 2023, at our traditional venue, the Metcalfe Auditorium in the State Library of NSW. Twelve ASX microcap stocks will present over three sessions on the day. There will also be networking drinks post-event at a watering hole close by.
Tickets go on sale on March 1st via the Humanitix ticketing platform. Tickets are $40, all up, which includes GST and the booking fee.
Secondly, I am finally coming to Melbourne! I will be hosting a half-day conference in Melbourne on May 2nd 2023, at The Wheeler Centre in the State Library of VIC. Eight ASX microcap stocks will be present over two sessions on the day. There will also be networking drinks post-event at a watering hole close by.
Tickets go on sale on March 1st via the Humanitix ticketing platform. Tickets are $40, all up, which includes GST and the booking fee.
Just to note, the agenda for both days are still being finalised, but both days will offer a great opportunity to hear from some interesting ASX microcap companies and network with fellow microcap investors from the Coffee Microcaps community. I will be posting agenda updates over the next few weeks and hope to have all the companies locked in by the end of March.
Upcoming Coffee Microcaps Zoom Webinar Events
For anyone who doesn’t know, I regularly host presentations from ASX Microcap companies via Zoom Webinars. These events usually happen on Thursday mornings from 9 am - 10 am Sydney time, with two companies presenting.
I want to thank DMX Asset Management for sponsoring all the Coffee Microcaps Virtual events.
The ASX Microcap companies that present generally have the following four criteria.
•Under AUD$300m in market capitalisation
•In revenue and approaching cashflow breakeven or already profitable
•Outside the resources and biotech sectors
•"Industrial Microcaps” In other words, microcap technology, financial services, consumer goods, industrial products or services business, healthcare stocks etc.
I have created a separate email list for invites to these Zoom events so that I am not spamming all my subscribers. If you want to be added to the events list, please email me at mark@coffeemicrocaps.com, and I will add you. I would love for you to join us for these events. These events are free to attend.
Coming up this week, I have ten companies presenting across three events.
Wednesday, March 1st
Chris Noone, CEO of Carly Holdings Ltd (ASX: CL8) 9.00-9.30
Greg Moshal, Co-Founder & CEO of Propsa Ltd (ASX: PGL) 9.30-10.00
If you wish to join us, you can register for the event here
Thursday, March 2nd
Luke Tuddenham, CEO of CPT Global Ltd (ASX: CGO) 9.00-9.30
Sam Allert, CEO of Reckon Ltd (ASX: RKN) 9.30-10.00
Gavin Burnett, CEO of Locafy Ltd (NASDAQ: LCFY) 10:00-10:30
Andrew Booth, CEO of Advanced Braking Technology Ltd (ASX: ABV) 10.30-11.00
If you wish to join us, you can register for the event here
Friday, March 3rd
Shaun Ankers, CEO of Energy One Ltd (ASX: EOL) 9.00-9.30
Tony Abrahams, Co-Founder & CEO of Ai-Media Technologies Ltd (ASX: AIM) 9.30-10.00
Brett Kelly, CEO & Chair of Kelly Partners Group Holdings Ltd (ASX: KPG) 10:00-10:30
Jay Albany, CEO of Wide Open Agriculture Ltd (ASX: WOA) 10:30-11:00
If you wish to join us, you can register for the event here
Coffee Microcaps YouTube Channel
All the Zoom events get recorded and uploaded to the Coffee Microcaps YouTube Channel. As well as the ASX microcap company presentations, I do interviews with leading ASX Microcap Fund Managers on some of their top picks. Occasionally, we also have presentations or interviews with some international microcap investors.
So if you can’t join the Zoom webinars due to work, kids, life, or whatever, you can subscribe to the Coffee Microcaps YouTube channel and just hit the bell for notifications when new content gets added.
I added some new content to the channel. You can click the link below to watch these presentations.
Also, if you look in the description section of each video on YouTube, it has the relevant video chapters, so you can jump to the start of a specific company presentation if that’s what you are after in a particular video.
Coffee Microcaps Appendix 4c Results Wrap 30th January
Atomo Diagnostics Ltd (ASX: AT1)
Volpara Health Technologies Ltd (ASX: VHT)
Coffee Microcaps Appendix 4c Results Wrap 31st January
Pureprofile Ltd (ASX: PPL)
Norwood Systems Ltd (ASX: NOR)
Skyfii Ltd (ASX: SKF)
Droneshield Ltd (ASX: DRO)
Content Recommendation
As part of this newsletter, I also want to highlight some good content worth sharing with my subscribers. Hopefully, the content will be something subscribers will also enjoy and get some value from.
This month I wanted to give a shout-out to Nick Maggiulli from Off Dollars And Data Management. Nick writes a great blog and generally uses data to either dispel or confirm commonly held beliefs or heuristics in finance and investing. Nick’s latest blog post looks at the premium one should get from investing in Small Cap stocks and ask if it is worth it. While his data is based on US Small Caps, I think many good points can be applied to thinking about ASX microcap stock investing.
Thanks for reading. If you haven’t already subscribed, you can do so below.