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Swift Networks Group Ltd ASX:SW1

0 opened or increased0 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

2026

30 Sep 2025 to today

Commentary 1 comments

DateManagerActionSummary

30 Sep 2025Cyan Investment ManagementHeldCyan Investment Management continues to hold Swift Networks Group Ltd because the company's announcement of a master services agreement with Opal HealthCare — initially for four aged-care sites but with potential rollout to many more of Opal's 142 locations — represents a true inflection point for the business, which also serves mining clients including Chevron, Roy Hill, Pilbara Minerals, and Anglo Gold across more than 13,000 rooms. Cyan Investment Management subscribed to the associated $1.5 million capital raise.

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Price at first mentionThe share price recorded when each of 1 managers first commented on SW1.

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About Swift Networks Group Ltd

Information Technology, Diversified Telecommunication Services

Swift Networks Group (ASX:SW1), a TV-based entertainment and engagement platform provider, was a strong performer for Cyan Investment Management. In September 2025, Cyan reported Swift Networks rose 75%, one of its best performers, albeit from a depressed base, describing its tailored TV-based entertainment and communication platforms for sectors such as mining camps, aged care and hospitality. Swift Networks Group operates in the Communication Services sector within the Diversified Telecommunication Services industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Cyan Investment Management. Headquartered in Perth, Swift Networks provides an entertainment and engagement platform powered by proprietary technology and network infrastructure, delivering television, streaming content, Wi-Fi and digital communications to residents and workers in remote mining accommodation, aged care facilities and hotels across Australia, earning recurring subscription revenue under multi-year contracts.

Market cap: $11m
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 Swift Networks Group Ltd (ASX:SW1)?

Fund managers including Cyan Investment Management have invested in Swift Networks Group Ltd (ASX:SW1).

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

Cyan highlights a 75% share price recovery and Swift's recurring revenue from TV and engagement services in mining, aged care and hospitality.

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

Cyan notes the gain came from a depressed base, and Swift is a small company with a history of share price weakness.

What does Swift Networks Group Ltd (ASX:SW1) do?

Swift Networks Group Limited (ASX: SW1) is a technology company providing an entertainment and engagement platform powered by proprietary technology and network infrastructure. The company delivers end-to-end solutions, including consulting, design and installation services. Its platform is developed for communities and offers tailored solutions for stakeholders across Mining and Resources, Residential Aged Care, Retirement Living, Government and other sectors.

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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