Coffee Microcaps May 2022 Newsletter

Hi Everyone

Welcome to this month’s edition of the Coffee Microcaps newsletter. April 2022 saw a decent decline in ASX microcap section of the market. I have provided a table below showing how Australia did versus other international microcap market over the previous month and over some longer timeframes.

Coffee Microcaps Zoom Webinar Events

For anyone who doesn’t know I regularly host presentations from ASX Microcap companies via Zoom Webinar. These events normally happen on a Thursday morning from 9 am - 10 am Sydney time with generally two companies presenting.

I would like to thank DMX Asset Management for thier sponsorship of all the Coffee Microcaps Virtual events.

The ASX Microcap companies that present generally have the following 4 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, retailing, 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 of my subscribers. If you would like to be added to the events list please just drop me an email at mark@coffeemicrocaps.com and I will get you added. I would love for you to join us for these events. These events are free.

Coffee Microcaps Morning Meeting 26th of May

We have EVZ Limited (ASX: EVZ), Knosys Limited (ASX: KNO) and InvestSMART Group Ltd (ASX: INV) on deck for this event. This is the link to register if you want to just join an event to check it out before being added to the official invite list.

Coffee Microcaps YouTube Channel

All the Zoom events get recorded and are uploaded to the Coffee Microcaps YouTube Channel. As well as the ASX microcap company presentations I also do interviews with leading ASX Microcap Fund Managers on some of their top picks and occasionally we 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 of when new content gets added.

I added a stack of new content recently to the channel. You can click on any of the links below to watch these presentations. Just to note also that if you look in the description of each video it has the relevant chapters so you to jump to the start of a specific company presentation if that’s what you are after in a particular video.

Coffee Microcaps Morning Meeting 7th of April

AF Legal Group Limited (ASX: AFL)

Generation Development Group Limited (ASX: GDG)

Apiam Animal Health Limited (ASX: AHX)

Coffee Microcaps Morning Meeting 14th of April

Sequoia Financial Group Limited (ASX: SEQ)

Coffee Microcaps Appendix 4c Results Wrap 29th of April

X2M Connect Limited (ASX: X2M)

Raiz Invest Limited (ASX: RZI)

CV Check Limited (ASX: CV1)

BIOME Australia Limited (ASX: BIO)

Content Shout Out

As part of this newsletter, I also want to shine a spotlight on some other good content which is 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 Shaun Trewin and Lachlan Morgan and the rest of the team at the Morgan’s Scone office out there in the central west of NSW. The team produce a blog called Quality Compounders. I have been following it for the last 2 years and found the content to be thoughtful and really high quality. The most recent instalment of the blog is a piece entitled “The power of network effects and how they work” by Shaun and is well worth a read.

Coffee Microcaps Conference Live Event October 2022.

Now that CV19 restrictions are substantially eased I am looking at getting back to hosting an in-person conference. This will be the first live event since October 2019 as March 2020 event had the plug pulled on it the week before the event. At this stage, it will follow the same format as previous events where we have 12 ASX microcap companies presenting over the course of one day with some networking drinks after the event. The event will be in Sydney probably towards the end of October 2022. A big part of Coffee Microcaps’ mission is to provide a forum where ASX microcap investors could meet up in person so as to enhance the community. CV19 has halted that part of the mission for the last 2.5 years but I am hopeful that 2022 will see us getting back together. I will have more updates in the coming editions of the newsletter.

Regards

Mark Tobin