Fund Manager Summary
The fund managers believe there is a strong opportunity for growth in Asset Vision Co Ltd (ASV) following its impressive performance, with a share price rise of over 33% in February. In their opinion, the company's ability to achieve positive free cash flow and significant operating leverage is noteworthy, as it has grown its topline by over 30% with minimal cost increases. Additionally, the recent acquisition of $400k in ARR this January further solidifies their optimistic outlook. The fund managers express confidence that ASV will continue to perform well throughout the year.
Source: Trading View
Commentary From The Managers
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DMX Asset Management
31 Oct 2025
$0.05
Summary
- DMX Asset Management continues to hold a positive outlook on Asset Vision (ASX:ASV) due to its robust asset management software utilized across various sectors.
- ASV has demonstrated 32% growth in licensing revenue in FY25, indicating strong market demand.
- FY26 has commenced with 12% ARR growth since 30 June, showcasing continued momentum.
- DMX Asset Management's recent engagement with the ASV team revealed their vision, passion, and focus on innovation.
- The Chair's remarks at the AGM emphasize ASV's commitment to building a scalable, resilient SaaS business with increasing recurring revenue.
- ASV's success is attributed to their focus, consistency, and commitment to solving real-world client problems.
- DMX Asset Management acknowledges ASV's dedication to investing in innovation and strategic growth to create enduring value for shareholders.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
DMX Asset Management
31 Oct 2025
$0.05
- DMX Asset Management continues to hold a positive outlook on Asset Vision (ASX:ASV) due to its robust asset management software utilized across various sectors.
- ASV has demonstrated 32% growth in licensing revenue in FY25, indicating strong market demand.
- FY26 has commenced with 12% ARR growth since 30 June, showcasing continued momentum.
- DMX Asset Management's recent engagement with the ASV team revealed their vision, passion, and focus on innovation.
- The Chair's remarks at the AGM emphasize ASV's commitment to building a scalable, resilient SaaS business with increasing recurring revenue.
- ASV's success is attributed to their focus, consistency, and commitment to solving real-world client problems.
- DMX Asset Management acknowledges ASV's dedication to investing in innovation and strategic growth to create enduring value for shareholders.
Summary
Salter Brothers
28 Feb 2025
$0.05
- Salter Brothers reports that Asset Vision Co Ltd (ASV) has risen over 33% in February
- The company has shown exceptional performance over the past year
- Asset Vision has achieved positive free cash flow
- Demonstrating significant operating leverage, ASV has grown its topline by over 30% with negligible cost base changes
- The company secured an additional $400k in ARR this January
- Salter Brothers remains bullish on the year ahead for Asset Vision
Summary
Salter Brothers
31 Jan 2025
$0.03
- Asset Vision Co Ltd (ASV) achieved a 50% gain in January.
- Q2 FY2025 cash flow report showed a cash balance of $974K with no debt as of December 2024.
- Positive operating cash flow of $625K for the quarter, aided by an R&D tax offset.
- ASV is significantly stronger compared to 12 months ago.
- Salter Brothers remains bullish on the company’s outlook due to ongoing growth in recurring revenue.
- Significant operating leverage is expected as the company continues to expand.
Summary
Salter Brothers
30 Sept 2024
$0.03
- Asset Vision Co Ltd (ASV) demonstrated a strong performance in September, reflecting solid FY24 results.
- Key financial metrics showed an 11% year-on-year increase in operating revenue.
- There was a remarkable 121% improvement in operating cash flow.
- Cost reduction initiatives and increased cash receipts enhanced profitability and positive operating cash flows.
- With a growing base of recurring licensing revenue, ASV is positioned for continued success.
- A robust pipeline of opportunities supports the Manager's view that ASV is well-poised for future growth.
Summary
Salter Brothers
30 Apr 2024
$0.01
- April performance detractor: Asset Vision Co Ltd (ASV) experienced low liquidity leading to price volatility.
- Solid quarterly results: ASV reported a 7% increase in Annual Recurring License Revenue and a 13% increase in Licensing Revenue.
- Growth drivers: Ongoing deployment of the Asset Vision platform and AutoPilot AI for automated road defect detection.
- Positive outlook: Anticipation of strategic channel partnerships to enhance growth potential.
- Salter Brothers: Continues to hold ASV due to strong operational metrics and growth prospects.
Summary
Salter Brothers
31 Mar 2024
$0.02
- Salter Brothers recognizes the extension in price of Asset Vision Ltd (ASV) following strong first half results for FY24.
- The company reported a 41% growth in Annual Recurring Revenue compared to the previous corresponding period (PcP).
- EBITDA saw a remarkable 135% increase from the PcP.
- Asset Vision has released a comprehensive roadmap for CY24, detailing strategic initiatives.
- Innovative products such as Autopilot review (AI Rewind view) are set to launch in June 2024.
- Salter Brothers continues to hold due to these positive growth metrics and future plans.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With a staggering 33% rise in February and a year of impressive growth, there seems to be a compelling narrative brewing around Asset Vision Co Ltd. If their momentum continues, we might just witness a transformative year ahead for ASV."
Last Updated: 31 Oct 2025
Query The Data
Frequently Asked Questions
Who is investing in Asset Vision Co Ltd (ASX:ASV)?
Fund managers including Salter Brothers and DMX Asset Management have invested in Asset Vision Co Ltd (ASX:ASV).
Why do fund managers invest in Asset Vision Co Ltd?
Fund managers are investing in Asset Vision Co Ltd due to its impressive performance, marked by a 33% increase in share price in February and over 30% topline growth over the past year. The company has achieved positive free cash flow and significant operating leverage, indicating efficient cost management. Additionally, the recent acquisition of $400k in annual recurring revenue (ARR) further supports a positive outlook for future growth.
What happened to Asset Vision Co Ltd (ASX:ASV)?
Fund managers are investing in Asset Vision Co Ltd (ASX:ASV) due to its robust growth in licensing revenue, achieving 32% growth in FY25 and a strong start to FY26 with 12% ARR growth. The company's asset management software effectively manages critical assets across various sectors, showcasing its scalability and resilience as a SaaS business. Fund managers are also impressed by the leadership's commitment to innovation and solving real-world problems, indicating a strong potential for long-term value creation.