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Swift TV Ltd ASX:STV

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 2 comments

DateManagerActionSummary

30 Jun 2026Cyan Investment ManagementHeldCyan Investment Management continues to hold their investment because Swift TV Ltd, despite a roughly 40% share price decline driven by a capital raise the fund did not subscribe to and a debt conversion, continues to report positive contract win news flow. The manager notes the capital raise and debt conversion placed pressure on the share price but also provided funding headroom to deliver new contracts and reduced the company's debt burden. Cyan Investment Management views Swift TV as approaching an inflection point, pointing to two new deals announced with Chevron and Seashell Hospitality in early July as evidence of continued commercial momentum.

Monthly Report, price recorded $0.01

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31 May 2026Cyan Investment ManagementHeldCyan Investment Management continues to hold Swift TV Ltd because the company has been gaining traction with deals in the aged-care and energy sectors and received product certification from both Google and Netflix. Cyan Investment Management notes Swift TV has recently raised further capital to accelerate deployment of its proprietary entertainment system, which provides personalised TV engagement platforms to sectors including mining camps, aged care, and hospitality.

Newsletter, price recorded $0.01

The source document link is a Pro feature

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 STV.

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About Swift TV Ltd

Information Technology, Software

Swift TV (ASX:STV), a provider of TV engagement platforms, has been volatile around capital raisings. In June 2026, Cyan Investment Management reported Swift TV fell 40% as a capital raise, which the fund did not participate in, overshadowed positive news flow about contract wins. In May 2026, Cyan described Swift TV as providing personalised TV engagement platforms to sectors including mining camps, aged care and hospitality. Swift TV operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 2 comments from 1 fund manager, Cyan Investment Management. Swift TV provides content and communications on television screens in out-of-home environments, including Swift TV, Swift Access and Swift Broadband products, delivering entertainment, news and messaging to residents and workers in mining accommodation, aged care and hospitality venues across Australia, earning subscription and service revenue under multi-year contracts.

Market cap: $4m
Price to earnings: Loss-making
Return on equity: 27.8%
Dividend yield: 0.0%
Price to book: -1.19x
Net margin: -12.3%
52-week range: $0.01 to $0.02

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

Questions

Who is investing in Swift TV Ltd (ASX:STV)?

Fund managers including Cyan Investment Management have invested in Swift TV Ltd (ASX:STV).

What opportunities or catalysts do fund managers highlight for Swift TV Ltd?

Cyan highlights continuing contract wins and Swift TV's recurring engagement platforms in mining, aged care and hospitality.

What are the key risks to the Swift TV Ltd investment thesis, according to fund managers?

Cyan notes a 40% share price fall after a capital raise that the fund chose not to support, highlighting dilution risk.

What does Swift TV Ltd (ASX:STV) do?

Swift TV Ltd. provides content and communications on television screens for out-of-home environments. Its products include Swift TV, Swift Access, and Swift Broadcast. Founded on December 7, 1983, the company is headquartered in West Perth, 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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