BEO
Beonic Ltd
Software
·
Information Technology
1
comment
1
fund manager
1
past 90 days
About Beonic Ltd
Beonic Ltd develops and commercialises data applications and software solutions. The company provides wireless local area networking, data analytics, marketing and advertising services. It operates across three geographic segments: APAC, Americas and EMEA. Founded by Wayne Gordon Arthur in 1987, Beonic Ltd is headquartered in Sydney, Australia.
Commentary Volume
1
Comments
1
Fund managers
1
Past 90 days
SOURCE
ACTION
COMMENT PREVIEW
FUND MANAGER
DATE
The manager continues to hold Beonic because despite testing the manager's patience, BEO reported year to date EBITDA of $2.8m (+300%) and expects to exit FY26 with ARR in the range of $17.5m to $18.0m. With a current market cap of $7m, if this expected acceleration in ARR growth can be maintained, there is scope for a material re-rate.
Source: DMX Asset Management Monthly Report · Published: 30 Apr 2026 · Price: ~$0.10
30 Apr 2026
DM
DMX Asset Management
No Change
Monthly Report
§ 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.
Commentary
Sector
Information Technology
Market cap
Fund managers
1 manager
First covered
30 Apr 2026
Last updated
30 Apr 2026
Company Details
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§ Reminder
The entries above 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.
Frequently asked questions about Beonic Ltd (ASX:BEO)
Frequently asked questions
Who is investing in Beonic Ltd (ASX:BEO)?
Fund managers including DMX Asset Management have invested in Beonic Ltd (ASX:BEO).
What is the short interest in Beonic Ltd (ASX:BEO)?
According to ASIC filings, there is negligible or no short interest in Beonic Ltd (ASX:BEO).
What does Beonic Ltd (ASX:BEO) do?
Beonic Ltd develops and commercialises data applications and software solutions. The company provides wireless local area networking, data analytics, marketing and advertising services. It operates across three geographic segments: APAC, Americas and EMEA. Founded by Wayne Gordon Arthur in 1987, Beonic Ltd is headquartered in Sydney, Australia.
The manager continues to hold Beonic bec…