Small caps outperform the All Ordinaries Index in 2015
Here’s an interesting fact: if you had invested $10,000 in each of the 24 companies that presented at last year’s Annual Microcap Investment Conference, your portfolio value would have increased from $240,000 to $295,000 – a gain of $55,000. In addition you would have received $1k of dividends for a total return of 7.9%.
In that same time, the All Ordinaries posted a loss of 4.4%.
Canny investment in the small cap market clearly has its rewards.
With the 6th Annual Australian Microcap Investment Conference beginning today in Melbourne, it will be interesting to see if performance levels dip or rise.
Organised by corporate advisory firm DH Flinders Pty Limited, the Conference is Australia’s largest and most comprehensive microcap investment event, showcasing the services, products, strategies and people driving today’s growth companies.
Executive Director of DH Flinders, Craig Dunstan, said:
“Microcap companies provide access to many niche industry sectors, as well as emerging technologies and business areas that are sometimes overlooked by larger companies. As investment markets begin to recover, many smaller ASX listed companies are well placed to capitalise on growth opportunities.
“At last year’s conference we had 24 listed companies present. Over the past year to 30 September 2015 six of those companies have been standout performers with returns of over 40%. Leaf Resources share price increased by 43%, IDT Australia’s by 78 %, Blue Sky Alternative Investments by 99%, Viralytics by 107%, and AMA Group by 203%.”
Presenting at this year’s Conference are companies that include one of Australia’s largest alternative investment managers’ Blue Sky Alternative Investments, along with fellow financial services groups HUB24 and Centrepoint Alliance. Also on the list are vehicle after-care and accessories group AMA Group, and Dubber Corporation, Aeeris, Melbourne IT and Knosys representing small caps in the IT space.
An interesting inclusion is Dyesol. Dyesol is a renewable energy supplier and leader in Perovskite Solar Cell (PSC) technology – 3rd generation photovoltaic technology that can be applied to glass, metal, polymers or cement.
There are big things expected of this company as it sets to challenge conventional notions of energy consumption.
In fact it has just signed a funding agreement with the Australian Renewable Energy Agency (ARENA) to progress its PSC technology.
The Microcap Conference sees itself as a conduit to facilitate the challenging communication process between a company and its stakeholders.
“The Microcap Conference provides investors with an opportunity to hear firsthand from the CEOs of 25 of Australia’s leading and dynamic microcap companies, from a varied range of sectors, as they showcase their companies, strategies and people.
“We are delighted to have secured 25 outstanding ASX listed companies to present as well as key note presentations from Paul Hannan of BT Investment Management and Richard Hemming from Under the Radar Report,” said Dunstan.
“This year we have over 400 professional investors, stockbrokers and financial advisers registered to attend. The microcap sector is generating greater interest each year as investors realise the gains to be made by investing in smaller companies.”
Australia’s leading group of emerging ASX listed companies to showcase at this year’s Conference are:
- Quickstep Holdings Limited (QHL) Philippe Odouard, Managing Director
- Matrix Composites & Engineering Limited (MCE) Aaron Begley, Managing Director
Commercial Services & Supplies
- CML Group Limited (CGR) Daniel Riley, Managing Director
- CV Check Limited (CV1) Rod Sherwood, Chief Financial officer
- Inturi Education Limited (IQE) Robert Facer, Chief Executive Officer
- Micro-X Limited Peter Rowland, Managing Director
- Blue Sky Alternative Investments Limited (BLA) Mark Sowerby, Managing Director
- Australian Ethical Investment Limited (AEF) Phillip Vernon, Managing Director
- Centrepoint Alliance Limited (CAF) John de Zwart, Managing Director
- Hub24 Limited (HUB) Andrew Alcock, Managing Director
- Dyesol Limited (DYE) Richard Caldwell, Managing Director
- Leaf Resources Ltd (LER) Ken Richards, Managing Director
- Green Earth Energy Limited (GER) Samuel Marks, Managing Director
Healthcare Equipment & Services
- Anteo Diagnostics Limited (ADO) Dr Geoff Cumming, Chief Executive Officer
Pharmaceuticals & Biotechnology
- IDT Australia Limited (IDT) Dr Paul MacLeman, Managing Director
- Actinogen Limited (ACW) Dr Bill Ketelbey, Managing Director
- Genera Biosystems (GBI) Richard Hanneberry, Executive Director
- Genetic Signatures (GSS) Dr John Melki, Chief Executive Officer
- AMA Group Limited (AMA) Raymond Malone, Executive Chairman
Software & Services
- Aeeris Limited (AER) Kerry Plowright, Chief Executive Officer
- Melbourne IT Limited (MLB) Martin Mercer, Chief Executive Officer
- Dubber Corporation Limited (DUB) Steve McGovern, Executive Director
- PS&C Limited (PSZ) Kevin McLaine, Managing Director
- YPB Group (YPB) John Houston, Executive Chairman
- Knosys Limited (KNO) Gavin Campion, Executive Director
- Geodynamics Limited (GDY) Geoff Ward, Chief Executive Officer
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