Fund Manager Summary
The outlook for Zoom2u Technologies Ltd appears promising, as the fund managers believe the company is well-positioned for growth in a challenging retail environment. In their opinion, the record revenue generated in the December quarter and a 35% increase in revenues for CY23 indicate strong operational performance. They highlight the consistent monthly increases in new clients and cash receipts for the software platform Locate2u, suggesting potential for further contracts as the year progresses. Additionally, the company’s ability to maintain well-controlled costs has resulted in a milestone positive underlying EBITDA, which reinforces the overall positive sentiment towards its future prospects.
Source: Trading View
Commentary From The Managers
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Cyan Investment Management
31 July 2025
$0.09
Summary
- Cyan Investment Management acknowledges a significant decline in Locate Technologies (LOC -58%) after a remarkable gain of nearly 300% over two months.
- The Fund reduced its holding in July, but the rapid drop affected the NAV.
- Locate is the first Australian company to implement a Bitcoin treasury function, attracting substantial global investor interest.
- The July pullback is attributed to capital raises totaling $1.4m and a pause in BTC acquisitions.
- Despite the pullback, the company reported record quarterly revenue from its Locate2U software division.
- Locate's closing cash balance stood at $1.8m, along with BTC valued at $2.2m.
- Cyan anticipates future announcements regarding the company’s ongoing treasury strategy to reignite interest.
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Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
Commentary From The Managers
Cyan Investment Management
31 July 2025
$0.09
- Cyan Investment Management acknowledges a significant decline in Locate Technologies (LOC -58%) after a remarkable gain of nearly 300% over two months.
- The Fund reduced its holding in July, but the rapid drop affected the NAV.
- Locate is the first Australian company to implement a Bitcoin treasury function, attracting substantial global investor interest.
- The July pullback is attributed to capital raises totaling $1.4m and a pause in BTC acquisitions.
- Despite the pullback, the company reported record quarterly revenue from its Locate2U software division.
- Locate's closing cash balance stood at $1.8m, along with BTC valued at $2.2m.
- Cyan anticipates future announcements regarding the company’s ongoing treasury strategy to reignite interest.
Summary
Cyan Investment Management
30 June 2025
$0.21
- Cyan Investment Management continues to hold a positive outlook on Locate Technologies.
- Locate Technologies has shown significant growth, with shares rising by 110% recently.
- The company’s innovative ‘Bitcoin Treasury’ strategy has garnered investor interest.
- Recent funding includes a $1.4m placement and approximately $1.2m from an ATM facility.
- Locate is the first Australian company to implement a Bitcoin treasury function, similar to Micro Strategy (NASDAQ:MSTR).
- Despite recent gains, ongoing volatility is anticipated in the stock price.
- Revenue from the Locate2U software is projected to exceed $6m.
- The company has a modest market capitalization of $50m.
- Current pricing remains within its historical range since listing.
Summary
Cyan Investment Management
31 May 2025
$0.10
- Cyan Investment Management has been invested in Locate Technologies for some time due to its attractive recurring revenue software platform (Locate2U).
- The platform enables small and medium businesses to route, track, manage, and optimize delivery operations.
- Locate Technologies has been growing steadily and is tracking close to break-even.
- Recent interest in the company has increased due to new shareholder support from a recent placement.
- The company has decided to pursue a Bitcoin treasury strategy, becoming the first Australian company to do so.
- This strategy aligns with that of the successful NASDAQ listed company Micro Strategy (NASDAQ:MSTR).
- Despite its strong performance in May, Cyan Investment Management believes the company still offers a compelling investment proposition with a market cap of just $26m.
- Cyan Investment Management looks forward to watching both the existing business and the new strategy develop in parallel over time.
Summary
Cyan Investment Management
31 Jan 2024
$0.06
- Zoom2u Technologies Ltd (Z2U +9%) reported record revenue in the December quarter.
- There was a material jump in revenues in CY23, achieving 35% growth despite a challenging retail economy.
- The software platform Locate2u is seeing consistent monthly increases in new clients and cash receipts.
- Expectations for further contracts as the year progresses.
- Company has maintained well-controlled costs, achieving a milestone positive underlying EBITDA in the December quarter.
- Cyan Investment Management continues to monitor the growth and potential of Zoom2u.
Summary
Please note: The completeness, accuracy or current status of the investments referenced are not guaranteed.
ANALYST INSIGHT
Equity Research Analyst
"Amid a challenging retail landscape, it appears Zoom2u Technologies is not just surviving but thriving, with record revenues and a promising software platform. As they continue to reel in new clients, this could be a transformative year for investors looking for growth."
Last Updated: 31 Jul 2025
Query The Data
Frequently Asked Questions
Who is investing in Zoom2u Technologies Ltd (ASX:LOC)?
Fund managers including Cyan Investment Management have invested in Zoom2u Technologies Ltd (ASX:LOC).
Why do fund managers invest in Zoom2u Technologies Ltd?
Fund managers are investing in Zoom2u Technologies Ltd due to its record revenue growth, achieving a 35% increase in CY23 despite a challenging retail environment. The company's software platform, Locate2u, is gaining new clients and generating consistent cash receipts, indicating strong market demand. Additionally, effective cost management has led to a positive underlying EBITDA, further enhancing the company's financial stability and growth potential.
What happened to Zoom2u Technologies Ltd (ASX:LOC)?
Fund managers are investing in Zoom2u Technologies Ltd due to its innovative approach as the first Australian company to activate a Bitcoin treasury function, which has attracted significant global investor interest. Despite a recent share price pullback influenced by capital raises, the company reported record quarterly revenue from its software division and maintains a strong cash position. Anticipated future announcements regarding its treasury strategy are expected to renew investor interest.