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5 ASX small-caps with big results, ft. Luke Winchester

Merewether Capital's Luke Winchester joins Owen Rask on The Australian Investors Podcast to talk ASX small-cap shares (and a few micro caps).

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Merewether Capital’s Luke Winchester joins Owen Rask on The Australian Investors Podcast to talk ASX small-cap shares (and a few ASX micro caps).

The 5 companies talked about in today’s investor’s podcast are:

  1. 10:01 – XRF Scientific Ltd (ASX: XRF) – a lab testing business with a market-leading position.
  2. 21:04 – Catapult Group International Ltd (ASX: CAT) – a sports technology business combining video and wearable tech for predictive performance enhancements.
  3. 25:36 – Kip McGrath Education Centres Ltd (ASX: KME) – a multi-decade family-run education provider growing around the world.
  4. 37:19 – National Tyre & Wheel Ltd (ASX: NTD) – an independent tyre distribution business with a growing range of services and footprints.
  5. 45:07 – Earlypay Ltd (ASX: EPY) – an invoice financing business that’s growing out of covid

Important warning: some of these companies are illiquid and may be highly volatile. While Luke & Owen do their best to identify some of the risks involved with these companies, we highly recommend that you seek the advice of licensed and trusted financial adviser before investing.

Luke Winchester is the portfolio manager and founder of Merewether Capital, having previously spent time at Oracle Investment Management.Ā 

The Merewether Capital Inception Fund invests in small and microcap ASX-listed companies.

Merewether is long-only and takes a high conviction approach (10-25 positions) to the ASX’s smallest types of companies. Luke targets profitable companies with talented management teams and avoids more speculative companies like those involved in biotechnology or resources exploration and mining.Ā 

Date of recording: 16 March, 2022.

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Episode resources

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~~ A note for transparency: we receive nothing ~~

Rask, the publisher of the podcast series, is a privately owned company. Itā€™s majority-owned and run by Owen. Unless explicitly stated otherwise, you can assume that Owen and Rask Group receive nothing for mentioning companies, products or services in our podcasts.

Podcast resources

At the time of recording, Owen owns shares of Kip McGrath Education Centres and National Tyre & Wheel. Well before recording, Rask has recommended shares of XRF Scientific and Catapult Group. Luke and/or Merewether may own shares in the companies mentioned.

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The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you donā€™t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

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