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Aeeris Ltd
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About Aeeris Ltd
SOURCE
ACTION
FUND MANAGER
DATE
31 Jan 2026
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Monthly Report
Commentary
§ Important Notice
The entries below are records originating from third-party statements. Thesis Tracker does not rank, recommend or endorse any fund manager, fund or security. Investment decisions should be made on the basis of the relevant Product Disclosure Statement and, where appropriate, advice from a licensed adviser.
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Frequently asked questions about Aeeris Ltd (ASX:AER)
Frequently asked questions
Who is investing in Aeeris Ltd (ASX:AER)?
Fund managers including Mereweather Capital and DMX Asset Management have invested in Aeeris Ltd (ASX:AER).
What opportunities or catalysts do fund managers highlight for Aeeris Ltd?
DMX Asset Management, commenting around December 2025 when the share price was approximately $0.08, described Aeeris as a meteorological data company benefiting from strong structural tailwinds, with the cost of severe weather in Australia exceeding $4.5b annually driving demand for its climate risk intelligence products; DMX noted ARR had grown at a double-digit rate since 2020, expected FY26 to be Aeeris's maiden profitable year, and saw potential for a significant valuation re-rate given the stock traded at just 1x ARR and a $4m enterprise value, comparing it favourably to peer Asset Vision's $30m market cap. DMX doubled its position, becoming a substantial holder at 13% of the company. In January 2026 ($0.10), DMX reported ARR growth of 17% year-on-year and 13% quarter-on-quarter, a small unaudited quarterly profit, and new business wins including Nearmap (storm and wind mapping integration), expansion into the solar industry with two major solar tracker providers, and new clients UGL and Yarra Trams, all supporting further growth into 2026.
What are the key risks to the Aeeris Ltd investment thesis, according to fund managers?
No specific risks have been flagged in the fund manager commentary collected for Aeeris Ltd to date; coverage so far has focused on its growth momentum, structural demand tailwinds, and approach to maiden profitability, with DMX Asset Management only noting descriptively that the company has yet to generate a profit despite years of double-digit ARR growth.
What is the short interest in Aeeris Ltd (ASX:AER)?
According to ASIC filings, there is negligible or no short interest in Aeeris Ltd (ASX:AER).
What does Aeeris Ltd (ASX:AER) do?
Aeeris Ltd., founded by Kerry Plowright in 2006 and headquartered in Chinderah, Australia, provides critical risk management and protection for people, property, business operations, and infrastructure. The company specializes in severe weather intelligence and operational safety solutions. Its core service offerings include custom forecast modeling, real-time alert services, and specialized platforms such as the Severe Weather Incident Manager. Aeeris also provides Situation Room monitoring and mobile safety applications, including the EWN app for iOS and Android and EWN Safe Work tools, designed to enhance situational awareness and organizational safety during environmental incidents.