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Credit Clear Ltd ASX:CCR

0 opened or increased2 held2 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 2 reduced. 5 managers in total.

Position history by manager Showing 3 of 5 managersSelect a point to see the comment

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

2 more managers have commented on CCRPro shows the full position history for all 5 managers.

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20252026

30 Sep 2024 to today

Commentary Showing 2 of 19

DateManagerActionSummary

31 Aug 2026Salter BrothersHeldSalter Brothers continues to hold Credit Clear (ASX: CCR), which rebounded during the month as the strength of the underlying business became increasingly evident following a strong FY26 result. The manager notes revenue grew 28% to $60m and underlying EBITDA rose 41% to $10.5m, with recently acquired businesses ARC Europe and DTS performing ahead of expectations. Management issued FY27 guidance for revenue of $73–77m and underlying EBITDA of $12–14m. Salter Brothers also highlights management's confirmation that the ongoing ACCC proceedings have not materially affected financial performance to date, easing a key area of uncertainty for the investment case.

Monthly Report, price recorded $0.17

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31 Jul 2026Endeavor Asset ManagementExitEndeavor Asset Management exited Credit Clear in full because consensus earnings expectations for the business have deteriorated sharply over recent months, with the share price underperforming the market by more than 20% over both six and twelve months. The manager concluded the original investment thesis had not played out on the timeline underwritten, making Credit Clear the largest detractor in July with a 28.1% decline before the position was closed entirely.

FintechMonthly Report, price recorded $0.12

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17 more comments on CCRPro 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 CCR.

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Articles

31 Aug 2026Credit Clear's UK Expansion Meets an ACCC Legal Bombshell
30 Jun 2026Credit Clear ASX CCR Fund Managers On UK Growth And ACCC Proceedings

About Credit Clear Ltd

Financials, Software

Credit Clear (ASX:CCR), a technology-driven debt collection company, has lost support after regulatory action. In July 2026, Cyan Investment Management exited after the ACCC commenced proceedings against the company, and Endeavor Asset Management reported a 28% share price fall, noting consensus earnings expectations had deteriorated sharply. Salter Brothers said the ACCC alleged its ARMA Group and Force Legal subsidiaries breached Australian Consumer Law in debt collection communications. Earlier, Cyan had highlighted an aggressive on-market buyback signalling management confidence. Credit Clear operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 18 comments from 5 fund managers, including Cyan, Endeavor and Salter Brothers. Founded in 2015 and headquartered in Alexandria, Sydney, Credit Clear provides digital receivables management and debt collection services, combining a communications platform with traditional collections and legal recovery services for businesses and government.

Market cap: $63m
Price to earnings: 22.0x
Return on equity: 5.8%
Dividend yield: 0.0%
Price to book: 1.04x
Net margin: 7.2%
52-week range: $0.10 to $0.30

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

Questions

Who is investing in Credit Clear Ltd (ASX:CCR)?

Fund managers including Endeavor Asset Management, Cyan Investment Management, Monash Investors, Tamim Funds Management and Salter Brothers have invested in Credit Clear Ltd (ASX:CCR).

What opportunities or catalysts do fund managers highlight for Credit Clear Ltd?

Earlier commentary from Cyan highlighted an aggressive on-market buyback and the appointment of an executive director that could accelerate Credit Clear's acquisition strategy, consolidating the receivables management market.

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

The key risk is the ACCC's legal action alleging consumer law breaches by its subsidiaries, which prompted Cyan to exit. Endeavor notes consensus earnings expectations have deteriorated sharply and the shares have significantly underperformed the market.

What does Credit Clear Ltd (ASX:CCR) do?

Credit Clear Ltd. is an Australian-based receivables management company founded in 2015 and headquartered in Alexandria. The company provides end-to-end debt collection solutions through two primary segments: Receivable Collections and Legal Services. The Receivable Collections segment utilizes both innovative technological platforms and traditional collection methodologies to optimize debt recovery. The Legal Services segment offers specialized credit legal support, creating a comprehensive, full-service offering for clients. By integrating technology with legal expertise, Credit Clear delivers scalable receivables management services structured to streamline financial recovery processes for businesses.

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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