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Plus Connect Limited ASX:PC1

0 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

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

20 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

30 Apr 2026Perennial PartnersHeldPerennial Partners continues to hold Plus Connect Limited — referred to in the commentary as PC Gold — because the stock rallied 41.8% on the back of further resource drilling results. Perennial Partners notes it corner-stoned the PC2 IPO in October last year and is now up 6x on its original investment.

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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 1 managers first commented on PC1.

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About Plus Connect Limited

Materials, Specialty Retail

Plus Connect (ASX:PC1) is an Australian company commercialising online betting and social gaming products. The fund manager commentary currently linked to this ticker in the Thesis Tracker dataset refers to PC Gold, a different company, so it has not been used in this summary and should be reviewed. Plus Connect operates in the Consumer Discretionary sector within the Specialty Retail industry, and Thesis Tracker has captured 1 comment from 1 fund manager. Plus Connect provides charity and sports lottery, lotto betting and social gaming products to Australian customers through digital platforms, aiming to grow its user base and revenue in the regulated online wagering and gaming market, and is at an early stage of commercialising its products and building scale.

Market cap: $9m
Price to earnings: Loss-making
Return on equity: 0.0%
Dividend yield: 0.0%
Price to book: 0.00x
Net margin: 0.0%

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

Questions

Who is investing in Plus Connect Limited (ASX:PC1)?

Fund managers including Perennial Partners have invested in Plus Connect Limited (ASX:PC1).

What opportunities or catalysts do fund managers highlight for Plus Connect Limited?

The fund manager commentary attached to this ticker refers to PC Gold rather than Plus Connect, so opportunities specific to Plus Connect cannot be summarised reliably from this data.

What are the key risks to the Plus Connect Limited investment thesis, according to fund managers?

The fund manager commentary attached to this ticker refers to PC Gold rather than Plus Connect, so risks specific to Plus Connect cannot be summarised reliably from this data.

What does Plus Connect Limited (ASX:PC1) do?

Plus Connect Limited commercialises online betting and social gaming products in Australia. The company provides charity and sports lottery, lotto betting products, and user engagement tools for charity and not-for-profit, sports and recreation, and lotto betting sectors. Formerly known as Activistic Limited, the company changed its name to Plus Connect Limited in May 2018. Plus Connect Limited is based in Melbourne, Australia.

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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