Coffee Microcaps January 2024 Newsletter

Upcoming Conferences & Webinars

Hi Everyone

Just a reminder that our next in-person conference will be in Melbourne on Tuesday, March 12th, and then we head to Sydney on Thursday, March 14th, 2024, so please mark the dates in your calendars. I look forward to seeing you all there.

Tickets are on sale now via Humanitix. Tickets cost $40, and this includes booking fees and GST. As a subscriber to this newsletter, you can get 25% off the ticket price using the discount codes CMMELB (Melbourne Event) or CMSYD (Sydney Event). Tickets are limited, so don’t delay.

Melbourne will be a half-day event with 8 companies presenting across two sessions with a morning tea. The final agenda for companies presenting will be available at the end of February, but I can say Cash Converters International (ASX: CCV) and RocketDNA (ASX: DNA) are already locked into present.

Sydney will be a full-day event with the ever-popular networking drinks following the event. The final agenda for companies presenting will be available at the end of February, but I can say Reckon (ASX: RKN), Raiz Invest (ASX: RZI), Cash Converters International (ASX: CCV) and RocketDNA (ASX: DNA) are already locked into present.

Coffee Microcaps Appendix 4c Results Wrap

Our next webinar will take place this coming Friday at 9 am, February 2nd. We will have 4 companies presenting their recently released Appendix 4c results.

We will have the following presenters and companies join us

Subhash Challa, CEO of SenSen Networks Ltd (ASX: SNS) 9.00-9.30
Mark Simari, CEO of Carteq Ltd (ASX: CTQ) 09.00-10.00
Geoff Jamieson, CEO of Orcoda Ltd (ASX: ODA) 10:00-10:30
Brendan Malone, CEO of Raiz Invest (ASX: RZI) 10.30-11.00

If you wish to join us, you can register for the event on Zoom here.

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.

I recently read an interesting New York Times article called The Sneaky Sticker Shock of Subscription Culture, where the author discusses how much lazy spending we all do as consumers because of this and that little subscription. This can apply to businesses as much as personal spending. The interesting part to me was the rate of growth in subscription spending and how much the average USA consumer spends monthly. It has some interesting high-level macro facts and helps inform the dynamic in which these SAAS or ARR-style businesses operate. It was an interesting read. However, I did cancel two subscriptions on the back of it.

Thanks for reading. If you haven’t already subscribed, you can do so below.