Coffee Microcaps May 2025 Newsletter
Special Report
Hi Everyone
After all was said and done in April, most microcap managers survived a very volatile April without too much impact, despite some big intra-month swings in share prices. Most newsletters and fund factsheets I have read show that most microcap managers managed to finish up for the month. The S&P Emerging Companies Index finished slightly down for the month of April, recording a slight decline of 0.38%.
Upcoming Coffee Microcaps Zoom Webinar Events
For anyone who doesn’t know, I regularly host presentations from ASX Microcap companies via Zoom Webinars. Two or four companies usually present Thursday mornings from 9 a.m. to 11 a.m. AEDT Sydney time.
Our next event is happening on Tuesday, May 13th, where we will have
Brent Barnes, CEO of Clever Culture System Ltd (ASX: CC5) 10.00-10.30 AEDT
Billy Tucker, CEO of Beonic Ltd (ASX: BEO) 10.30-11.00 AEDT
Adam Bennett, CEO and Miles Drury, CFO, Plenti Group Ltd (ASX: PLT) 11.00-11.30 AEDT
I want to thank Raas Research 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” Include 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 free events.
Coffee Microcaps Webinars
All the Zoom events are recorded and uploaded to the Coffee Microcaps YouTube Channel. In addition to the ASX microcap company presentations, I interview leading ASX microcap fund managers about some of their top picks. Occasionally, we also have presentations or interviews with international microcap investors.
So, if you can’t join the Zoom webinars due to work, kids, life, or whatever, subscribe to the Coffee Microcaps YouTube channel and hit the bell to receive notifications when new content is added.
Also, the description section of each video on YouTube has relevant chapters, so you can jump to the start of a specific company presentation if that’s what you are after in a particular video.
Be sure to check out the channel, subscribe, and hit the bell to receive notifications of new content.
We have had a few events recently, so if you missed any, you can catch up on the content via our YouTube Channel.
Content Recommendation
As part of this newsletter, I also want to highlight some good content worth sharing with my subscribers.
Typically, as regular readers of this newsletter will know, I share some interesting content I have encountered over the last month, be it a podcast, YouTube video, investment newsletter or blog post. However, this month I am doing a shameless plug for my piece of research, which I released on LinkedIn a few weeks ago. In this research, I examined the actual costs of ASX microcap boards and CEO pay. Plenty of data is regularly produced on ASX200 board pay, board structure, and CEO pay, but little, if anything, on ASX microcap companies. In the report, I worked through 100 FY24 annual reports from ASX microcap companies to determine the average pay for non-executive directors, the board chair, the average number of directors on the board, average CEO remuneration and bonus pay. My goal is that with this report, ASX microcap investors can vote on AGM resolutions and engage with boards armed with real data and hard facts instead of going off of anecdotal evidence, gut feeling, or experience from other ASX microcap companies. I would love to hear any feedback on the research once you have had a chance to peruse it.
Thanks for reading. If you haven’t already subscribed, you can do so below.