Fund Manager Summary
The fund managers believe that the outlook for Comms Group Ltd is promising, particularly following recent strategic moves in the sector. In their opinion, the acquisition of competitor Tasmanet out of administration positions Comms Group favorably for growth. This activity indicates a proactive approach to enhancing market share and operational capabilities. The fund managers see potential in leveraging these synergies to improve profitability and expand service offerings. With the share price currently around $0.05, they view this as an opportune entry point for investors looking to capitalize on the company’s evolving landscape.
Source: Trading View
Commentary From The Managers
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DMX Asset Management
31 Oct 2025
$0.07
Summary
- Communications and managed IT service provider Comms Group has shown a significant rise of 16%.
- DMX Asset Management notes the company's recent update to investors, emphasizing its growth trajectory.
- Comms Group is currently valued relatively low compared to others in the sector.
- DMX Asset Management continues to hold because of expectations for a meaningful earnings uplift.
- The integration of recently acquired TasmaNet is reported to be on track.
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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
$0.07
- Communications and managed IT service provider Comms Group has shown a significant rise of 16%.
- DMX Asset Management notes the company's recent update to investors, emphasizing its growth trajectory.
- Comms Group is currently valued relatively low compared to others in the sector.
- DMX Asset Management continues to hold because of expectations for a meaningful earnings uplift.
- The integration of recently acquired TasmaNet is reported to be on track.
Summary
Tamim Funds Management
31 May 2025
$0.05
- Tamim Funds Management continues to hold its position in Comms Group Ltd (ASX: CCG) following the strategic acquisition of TasmaNet for $10 million.
- This acquisition significantly enhances Comms Group's presence in the government and corporate sectors, adding over 600 customers.
- Approximately 40% of the new revenue is linked to long-standing contracts with the Tasmanian Government.
- Key network assets acquired include fixed wireless and fibre networks, cloud infrastructure, and cybersecurity capabilities.
- The acquisition is expected to increase annualised revenue to approximately $75 million and EBITDA to between $9–$10 million.
- To fund this acquisition, Comms Group raised $7 million through an institutional placement and entitlement offer, along with a $10.7 million debt facility.
- This move aligns with Comms Group's strategy to expand its service offerings and geographical reach across Australia.
- Tamim Funds Management views this transaction as transformational with significant future growth potential in larger corporates and additional state government contracts.
- The stock currently trades on 3-3.5x EV/Ebitda or 5x PE.
- We expect the stock to re-rate over the next 6 months as the company executes on guidance.
- Tamim Funds Management believes fair value is at least 10 cents or higher.
Summary
Cyan Investment Management
31 May 2025
$0.05
- Cyan Investment Management has made recent adjustments to their portfolio by adding positions in Comms Group (CCG).
- The decision follows CCG's acquisition of competitor Tasmanet, which was bought out of administration.
- This strategic move is part of Cyan Investment Management's ongoing evaluation of growth opportunities within the communications sector.
- Cyan Investment Management continues to hold a positive outlook on CCG as they capitalize on market dynamics.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"With recent moves suggesting a strategic pivot, it seems Comms Group Ltd could be on the cusp of transformation, especially after acquiring Tasmanet. Investors might want to keep a close eye on how this unfolds, as the landscape appears ripe for disruption."
Last Updated: 31 Oct 2025
Query The Data
Frequently Asked Questions
Who is investing in Comms Group Ltd (ASX:CCG)?
Fund managers including Cyan Investment Management, Tamim Funds Management and DMX Asset Management have invested in Comms Group Ltd (ASX:CCG).
Why do fund managers invest in Comms Group Ltd?
Fund managers, including Cyan Investment Management, have invested in Comms Group Ltd due to its strategic acquisition of competitor Tasmanet, which enhances its market position in the communications sector. This move indicates growth potential and aligns with their investment strategy.
What happened to Comms Group Ltd (ASX:CCG)?
Fund managers, including DMX Asset Management, are investing in Comms Group Ltd due to its strong growth trajectory, low valuation relative to peers, and positive earnings outlook driven by the successful integration of TasmaNet.