Loading companies…

Aeeris Ltd ASX:AER

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

2026

30 Apr 2025 to today

Commentary Showing 2 of 3

DateManagerActionSummary

31 Jan 2026DMX Asset ManagementHeldDMX Asset Management continues to hold Aeeris Ltd, which the fund had named as a top pick for 2026, because the meteorological data company delivered strong momentum in January with ARR growing 17% to $4 million and 13% quarter-on-quarter, alongside a small unaudited quarterly profit. DMX highlights several business development wins as evidence of Aeeris' expanding enterprise relevance: integration with Nearmap's Impact Response System, expansion into the solar industry with two major solar tracker providers, and new contracts with UGL and Yarra Trams across transport and critical infrastructure. The fund views these developments as validating Aeeris' positioning as a high-value geospatial and climate data infrastructure partner.

SaaSMonthly Report, price recorded $0.10

The source document link is a Pro feature

31 Dec 2025DMX Asset ManagementIncreasedThe fund manager increased their holding in Aeeris by doubling their small position in an attractive top-up opportunity for this long-held position. They note the meteorological data company has consistently grown ARR at a double-digit rate since 2020 but yet to generate a profit, with strong structural tailwinds from severe weather costs in Australia exceeding $4.5bn annually, supporting demand for accurate climate risk intelligence. The manager believes FY26 should be AER's maiden profitable year on the back of a next-generation weather intelligence platform investment, with sticky annuity-style revenues, 20-30% revenue growth, compelling IP, imminent profitability and a low EV of just $4m supporting potential for a significant re-rate.

Monthly Report, price recorded $0.08

The source document link is a Pro feature

1 more comments on AERPro shows every comment, with a link to each source document.

Upgrade to Pro

First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on AER.

View Pro

About Aeeris Ltd

Information Technology, Interactive Media and Services

Aeeris (ASX:AER), a weather data and risk intelligence company, is a long-held position for DMX Asset Management. In January 2026, DMX described Aeeris as a meteorological data company that helps customers make informed climate-related business decisions, receive weather alerts and understand potential climate risks. In December 2025, DMX doubled its small holding through an attractive top-up opportunity. Aeeris operates in the Communication Services sector within the Interactive Media and Services industry, and Thesis Tracker has captured 3 comments from 2 fund managers, including DMX Asset Management. Founded by Kerry Plowright in 2006 and headquartered in Chinderah, New South Wales, Aeeris operates Early Warning Network, providing severe weather alerts, location-based risk intelligence and climate risk analysis to businesses, insurers, local governments and infrastructure operators across Australia, helping organisations protect people, property and operations from extreme weather events, an area of growing demand as climate-related risks rise.

Market cap: $6m
Return on equity: -38.3%
Dividend yield: 0.0%
Net margin: -9.1%
52-week range: $0.05 to $0.10

Company figures as of 15 Oct 2026. For information only.

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 highlights rising demand for weather alerts and climate risk data, and took the opportunity to double its holding at an attractive price.

What are the key risks to the Aeeris Ltd investment thesis, according to fund managers?

The available commentary does not set out specific risks, though Aeeris is a very small company whose growth depends on expanding its subscription customer base.

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.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

Disclaimer Terms of Use Privacy Complaints Contact

Loading…