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Comms Group Ltd ASX:CCG

1 opened or increased3 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 5 managers in total.

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

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2026

31 May 2025 to today

Commentary Showing 2 of 11

DateManagerActionSummary

4 Aug 2026Naos Asset ManagementHeldNAOS Asset Management continues to hold Comms Group because it views the business as a quality IT and global communications company with material upside to current margins and a long-term revenue growth runway in global communications. NAOS highlights the divestment of the SME managed services division, onPlatinum, for around $30 million, a significant premium to market expectations, alongside FY26 guidance for underlying EBITDA of $8.0-$8.5 million. NAOS expects the divestment settlement and subsequent capital management decision, along with a re-rating of profitability on the core CCG business, to support the investment case alongside organic revenue growth ambitions.

Quarterly Report, price recorded $0.08

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30 Jun 2026Tamim Funds ManagementHeldTamim continues to hold Comms Group after the company agreed to sell its onPlatinum IT managed services division for $30.0 million, well above the $12 million it paid for the division in 2022. The fund manager notes proceeds will be used to reduce debt and fund a capital return, and expects a dividend of 1.5-2 cents per share to follow. Tamim still believes the company's remaining two divisions could be sold, or that Comms Group itself could be acquired, within the next 12 months, underpinning its continued conviction in the position.

TelecommunicationsMonthly Report, price recorded $0.09

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9 more comments on CCGPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 5 managers first commented on CCG.

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Articles

About Comms Group Ltd

Industrials, Diversified Telecommunication Services

Comms Group (ASX:CCG), a cloud communications and IT services provider, has strengthened its balance sheet through an asset sale. In August 2026, NAOS described Comms Group as a quality, undervalued IT and communications company with material upside to current margins and a long revenue growth runway in its global communications division. DMX reported a 15% rise after the sale of its managed IT services unit, onPlatinum, and Tamim noted the $30 million price was well above the $12 million paid in 2022. Monash Investors initiated a position. Comms Group operates in the Communication Services sector within the Diversified Telecommunication Services industry, and Thesis Tracker has captured 11 comments from 6 fund managers, including NAOS, DMX, Tamim and Monash Investors. Founded by Grant Ellison in 2008 and headquartered in Sydney, Comms Group provides cloud communications, Microsoft Teams calling, collaboration and secure managed IT solutions to enterprise and business customers in Australia and internationally.

Market cap: $45m
Price to earnings: Loss-making
Return on equity: -2.3%
Dividend yield: 2.9%
Price to book: 1.26x
Net margin: 2.3%
52-week range: $0.06 to $0.10

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

Questions

Who is investing in Comms Group Ltd (ASX:CCG)?

Fund managers including Cyan Investment Management, Tamim Funds Management, DMX Asset Management, Naos Asset Management, Monash Investors and NAOS Asset Management have invested in Comms Group Ltd (ASX:CCG).

What opportunities or catalysts do fund managers highlight for Comms Group Ltd?

Managers highlight the sale of onPlatinum at more than twice its purchase price, reducing debt and funding growth, along with margin upside and growth in global communications, according to NAOS, DMX and Tamim.

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

The available commentary is positive, though Comms Group is a small company executing a strategic shift that carries execution risk.

What does Comms Group Ltd (ASX:CCG) do?

Comms Group Ltd. provides comprehensive ICT solutions and services tailored for enterprise and business markets. Founded by Grant Ellison in September 2008, the company is headquartered in Sydney, Australia. Comms Group specializes in delivering professional telecommunications and information technology infrastructure to meet the demands of modern business operations.

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.

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