Here it is – your fortnightly tech stocks wrap

 

Industry focus

It has not been an easy run for big tech as of late. Despite 2019 being no exception to the decade of share price growth FAANG (Facebook, Apple, Amazon, Netflix, Google) stocks have witnessed, companies are now facing trade hostilities and the constant threat of regulation.

The tech industry and politicians both put on straight faces when they went to the World Economic Forum in Davos, Switzerland this week.

Behind the scenes things were less rosy.

The most contentious points of disagreement were trade disputes and a proposed tax on tech firms that Britain proposes introducing this year. France proposed a similar measure but backed down (for now) when the US threatened retaliation.

Microsoft CEO Satya Nadella warned the current US-China trade deal was not sufficient on broader issues that caused the fight to break out, like intellectual property.

Meanwhile, away from Davos, people are concerned about privacy and big tech is realising it. Google CEO Sundar Pichai said at Davos that “privacy is at the heart of what we do”.

“Users come to Google at very important moments, ask us questions, we deal with people’s sensitive information in Gmail, Google Photos and so on, and so we have to earn their trust,” he said.

“Today we do it by giving them control and transparency and choice around it.”

 

Small cap spotlight

ASX tech stocks have gained 5 per cent in the last fortnight and 24 per cent in the last 12 months.

Here are all the ASX small cap technology stocks and their performance in the past fortnight:

Swipe or scroll to reveal the full table. Click headings to sort

Code Name Price 2 Week % Return 1 Year % Return Market Cap
TGO TRIMANTIUM GROWTHOPS LTD 0.19 111 -76 $ 26,401,854.00
FGO FLAMINGO AI LTD 0.002 33 -79 $ 3,360,383.00
TNT TESSERENT LTD 0.085 98 67 $ 35,491,292.00
WZR WISR LTD 0.28 51 522 $ 231,430,032.00
DTS DRAGONTAIL SYSTEMS LTD 0.18 44 0 $ 44,799,016.00
TZL TZ LTD 0.13 37 -42 $ 10,235,485.00
WJA WAMEJA LTD 0.11 36 21 $ 133,193,576.00
PRO PROPHECY INTERNATIONAL HLDGS 0.615 34 105 $ 39,366,016.00
RUL RPMGLOBAL HOLDINGS LTD 1.11 29 98 $ 241,888,272.00
CAT CATAPULT GROUP INTERNATIONAL 2.15 27 183 $ 410,424,512.00
HIL HILLS LTD 0.445 27 147 $ 103,233,560.00
HYD HYDRIX LTD 0.265 26 15 $ 20,304,900.00
OPL OPYL LTD 0.17 26 -15 $ 5,030,640.50
CGO CPT GLOBAL LIMITED 0.245 26 83 $ 9,380,817.00
GSW GETSWIFT LTD 0.54 26 1 $ 101,816,624.00
IOD IODM LTD 0.15 25 650 $ 81,663,112.00
RDY READYTECH HOLDINGS LTD 2.16 24 47 $ 172,811,600.00
CPT CIPHERPOINT LTD 0.078 22 -72 $ 3,063,889.25
BTH BIGTINCAN HOLDINGS LTD 0.865 22 170 $ 266,733,392.00
ADJ ADSLOT LTD 0.034 21 -26 $ 61,676,212.00
KTE K2 ENERGY LTD 0.006 20 0 $ 1,803,942.88
RCL READCLOUD LTD 0.365 20 22 $ 35,735,528.00
AMO AMBERTECH LTD 0.099 19 -18 $ 7,569,044.50
SM8 SMART MARINE SYSTEMS LTD 0.06 18 249 $ 20,080,742.00
EOL ENERGY ONE LTD 3.27 18 202 $ 72,617,904.00
CLT CELLNET GROUP LTD 0.205 17 -50 $ 12,831,995.00
CCA CHANGE FINANCIAL LTD 0.175 17 257 $ 17,997,636.00
BRN BRAINCHIP HOLDINGS LTD 0.053 15 -40 $ 70,880,912.00
DTI DTI GROUP LTD 0.023 15 -48 $ 7,704,461.00
RDF REDFLEX HOLDINGS LTD 0.55 15 25 $ 83,073,440.00
CRO CIRRALTO LTD 0.008 14 -38 $ 5,948,233.00
FTC FINTECH CHAIN LTD 0.12 14 224 $ 78,092,352.00
RHP RHIPE LTD 2.3 14 73 $ 322,265,280.00
DSE DROPSUITE LTD 0.055 12 96 $ 27,152,430.00
VOR VORTIV LTD 0.01 11 11 $ 27,891,802.00
EPD EMPIRED LTD 0.4 11 -18 $ 63,969,632.00
CXZ CONNEXION TELEMATICS LTD 0.022 10 83 $ 18,989,632.00
VR1 VECTION TECHNOLOGIES LTD 0.023 10 44 $ 15,114,949.00
FZO FAMILY ZONE CYBER SAFETY LTD 0.175 9 3 $ 41,847,168.00
MME MONEYME LTD 1.575 9 24 $ 266,868,000.00
RXP RXP SERVICES LTD 0.56 9 20 $ 90,214,424.00
SBW SHEKEL BRAINWEIGH LTD 0.125 9 -44 $ 17,375,000.00
BID BIDENERGY LTD 1.065 9 -19 $ 136,797,120.00
LNU LINIUS TECHNOLOGIES LTD 0.026 8 -51 $ 30,641,290.00
ADA ADACEL TECHNOLOGIES LTD 0.735 8 14 $ 56,043,268.00
PPS PRAEMIUM LTD 0.535 8 -25 $ 218,476,768.00
ELO ELMO SOFTWARE LTD 6.74 7 27 $ 505,033,088.00
DUB DUBBER CORP LTD 1.2 6 193 $ 229,488,544.00
SEN SENETAS CORP LTD 0.07 6 -12 $ 75,739,944.00
SZL SEZZLE INC-CDI 1.955 6 60 $ 388,862,304.00
4DS 4DS MEMORY LTD 0.059 5 13 $ 67,203,632.00
SP3 SPECTUR LTD 0.105 5 -43 $ 7,941,472.00
BCC BEAM COMMUNICATIONS HOLDINGS 0.315 5 75 $ 16,919,504.00
PGL PROSPA GROUP LTD 2.06 4 -46 $ 332,381,888.00
YOJ YOJEE LTD 0.053 4 -5 $ 48,725,192.00
CT1 CCP TECHNOLOGIES LTD 0.027 4 219 $ 29,884,088.00
JCS JCURVE SOLUTIONS LTD 0.027 4 -31 $ 8,852,136.00
CV1 CV CHECK LTD 0.15 3 146 $ 43,829,652.00
KNO KNOSYS LTD 0.096 3 75 $ 14,288,215.00
FCT FIRSTWAVE CLOUD TECHNOLOGY L 0.165 3 -18 $ 52,146,044.00
HWH HOUSTON WE HAVE LTD 0.04 3 -73 $ 10,310,309.00
MNY MONEY3 CORP LTD 2.45 3 44 $ 451,222,816.00
MPW MSL SOLUTIONS LTD 0.086 2 -36 $ 27,714,202.00
OTW OVER THE WIRE HOLDINGS LTD 4.5 2 -4 $ 232,379,696.00
K2F K2FLY LTD 0.27 2 80 $ 22,299,052.00
LVE LOVE GROUP GLOBAL LTD 0.056 2 -40 $ 2,269,913.50
CCG COMMSCHOICE GROUP LTD 0.057 2 -19 $ 10,851,393.00
ISD ISENTIA GROUP LTD 0.29 2 4 $ 58,000,000.00
CGL CITADEL GROUP LTD/THE 4.75 2 -41 $ 234,211,088.00
PYG PAYGROUP LTD 0.7 1 -8 $ 48,225,808.00
TBL TAMBLA LTD 0.39 1 -29 $ 7,712,642.50
WBT WEEBIT NANO LTD 0.405 1 -35 $ 29,133,568.00
PVS PIVOTAL SYSTEMS CORP INC-CDI 1.505 1 4 $ 170,470,320.00
DWS DWS LTD 1.07 1 -9 $ 141,059,520.00
SYT SYNTONIC LTD 0.001 0 -85 $ 6,944,565.50
SPZ SMART PARKING LTD 0.24 0 109 $ 86,211,688.00
SNS SENSEN NETWORKS LTD 0.105 0 22 $ 46,959,788.00
NET NETLINKZ LTD 0.105 0 304 $ 191,499,392.00
XPE XPED LTD 0.001 0 -67 $ 1,756,830.75
CNW CIRRUS NETWORKS HOLDINGS LTD 0.038 0 111 $ 33,568,596.00
CSV CSG LTD 0.3075 0 92 $ 138,146,544.00
HSC HOMESTAY CARE LTD 0.005 0 -85 $ 7,393,432.00
ELS ELSIGHT LTD 0.37 0 -39 $ 38,939,760.00
RCW RIGHTCROWD LTD 0.26 0 -21 $ 51,814,648.00
RD1 REGISTRY DIRECT LTD 0.02 0 -17 $ 3,447,466.50
DXN DXN LTD 0.048 0 -50 $ 21,802,126.00
IAM INTIGER GROUP LTD 0.001 0 -90 $ 1,677,895.88
LVH LIVEHIRE LTD 0.225 0 -59 $ 67,920,944.00
9SP 9 SPOKES INTERNATIONAL LTD 0.016 0 25 $ 15,182,285.00
RLG ROOLIFE GROUP LTD 0.034 0 -26 $ 11,581,124.00
IP1 INTEGRATED PAYMENT TECHNOLOG 0.01 0 -37 $ 3,088,403.00
360 LIFE360 INC-CDI 3.15 0 -35 $ 460,058,528.00
AVA AVA RISK GROUP LTD 0.15 0 -19 $ 35,117,336.00
RFN REFFIND LTD 0.003 0 -57 $ 2,012,700.00
CIO CONNECTED IO LTD 0.003 0 0 $ 7,222,746.00
BLG BLUGLASS LTD 0.094 -1 -61 $ 39,377,264.00
ARQ ARQ GROUP LTD 0.375 -1 -80 $ 45,799,172.00
SPT SPLITIT PAYMENTS LTD 0.645 -2 223 $ 200,938,896.00
MOQ MOQ LTD 0.235 -2 18 $ 40,816,636.00
NOV NOVATTI GROUP LTD 0.205 -2 11 $ 34,300,048.00
SRH SAFEROADS HOLDINGS LTD 0.2 -2 -33 $ 7,280,000.00
COO CORUM GROUP LTD 0.078 -3 239 $ 31,400,272.00
QFE QUICKFEE LTD 0.35 -3 75 $ 53,375,160.00
NUH NUHEARA LTD 0.034 -3 -57 $ 36,115,148.00
RKN RECKON LTD 0.73 -3 11 $ 82,705,224.00
DTC DAMSTRA HOLDINGS LTD 0.975 -3 -30 $ 133,992,080.00
LVT LIVETILES LTD 0.26 -4 -32 $ 223,708,144.00
AR9 ARCHTIS LTD 0.125 -4 4 $ 15,387,123.00
JAN JANISON EDUCATION GROUP LTD 0.46 -4 26 $ 83,560,288.00
NOR NORWOOD SYSTEMS LTD 0.044 -4 10 $ 9,823,883.00
MYQ MYFIZIQ LTD 0.21 -5 -30 $ 22,351,558.00
KYK KYCKR LTD 0.1 -5 43 $ 22,931,504.00
CL1 CLASS LTD 1.95 -5 56 $ 229,441,008.00
BIQ BUILDINGIQ INC-CDI 0.016 -6 -62 $ 5,978,767.00
SKF SKYFII LTD 0.16 -6 0 $ 54,970,084.00
EVS ENVIROSUITE LTD 0.225 -6 213 $ 104,501,872.00
BUD BUDDY TECHNOLOGIES LTD 0.029 -6 -70 $ 69,028,104.00
BCT BLUECHIIP LTD 0.145 -6 123 $ 85,991,912.00
ODA ORCODA LTD 0.21 -7 17 $ 22,793,092.00
JXT JAXSTA LTD 0.14 -7 -18 $ 32,448,066.00
WSP WHISPIR LTD 1.46 4 0 $ 151,187,008.00
ID8 IDENTITII LTD 0.325 -7 -52 $ 17,718,610.00
VLT VAULT INTELLIGENCE LTD 0.37 -8 90 $ 47,358,900.00
DTZ DOTZ NANO LTD 0.061 -8 -32 $ 17,995,260.00
UBN URBANISE.COM LTD 0.06 -8 43 $ 44,249,864.00
NTO NITRO SOFTWARE LTD 1.445 -8 $ 273,002,400.00
SLX SILEX SYSTEMS LTD 0.37 -9 131 $ 63,923,916.00
IXU IXUP LTD 0.063 -9 -28 $ 13,974,735.00
NVU NANOVEU LTD 0.041 -9 -49 $ 5,433,738.50
SMN STRUCTURAL MONITORING-CDI 0.87 -9 -10 $ 101,331,536.00
3DP POINTERRA LTD 0.05 -9 -9 $ 28,561,156.00
SMX SECURITY MATTERS LTD 0.4 -9 33 $ 43,996,540.00
CWL CHANT WEST HOLDINGS LTD 0.059 -9 7 $ 7,311,504.00
TYM TYMLEZ GROUP LTD 0.036 -10 -85 $ 5,320,211.50
NVX NOVONIX LTD 0.445 -10 14 $ 58,171,040.00
XF1 XREF LTD 0.335 -11 -22 $ 59,648,676.00
QFY QUANTIFY TECHNOLOGY HOLDINGS 0.004 -11 -33 $ 5,968,153.50
CAG CAPE RANGE LTD 0.62 -11 -59 $ 51,868,148.00
DCC DIGITALX LTD 0.03 -12 -35 $ 18,168,856.00
8CO 8COMMON LTD 0.097 -12 234 $ 15,761,901.00
TCN TECHNICHE LTD 0.035 -13 0 $ 7,375,176.50
SF1 STEMIFY LTD 0.026 -13 -92 $ 4,081,283.25
AO1 ASSETOWL LTD 0.006 -14 -56 $ 1,807,324.88
MNW MINT PAYMENTS LTD 0.017 -15 -37 $ 15,478,161.00
MOB MOBILICOM LTD/AUSTRALIA 0.105 -16 27 $ 27,083,356.00
IHR INTELLIHR LTD 0.105 -16 -49 $ 20,162,156.00
SCL SCHROLE GROUP LTD 0.024 -17 71 $ 21,350,886.00
SE1 SENSERA LTD 0.047 -18 -65 $ 15,139,878.00
SIS SIMBLE SOLUTIONS LTD 0.018 -18 -74 $ 3,048,199.50
APV APPSVILLAGE AUSTRALIA LTD 0.22 -19 10 $ 16,864,926.00
OLV OTHERLEVELS HOLDINGS LIMITED 0.007 -36 -71 $ 2,007,889.75
EN1 ENGAGE:BDR 0.02 -14 -56 $14,787,400.00

The biggest winner with news is cybersecurity stock Tesserent (ASX:TNT). Shareholders have been excited with well known Melbourne business identity Geoff Lord becoming chairman and recent acquisitions.

Another company undergoing change on the shareholder registry is the ASX’s only restaurant tech stock Dragontail Systems (ASX:DTS).

On Wednesday it announced new US investors Eldridge Industries, Goudy Park Capital and Alceon Liquid Strategies would join the company. Between them, Dragontail raised $20m.

Despite raising over $30m at a discount to its share price, fintech Wisr (ASX:WZR) has gained 51 per cent in two weeks.

Wisr has gained 522 per cent in the last year, making it the second greatest gainer after accounts receivable software IODM (ASX:IOD). The latter is up 650 per cent.

Quarterly season will be in full swing next week but a handful of small caps released theirs early and impressed investors. Gainers included Bigtincan Holdings (ASX:BTH) and Whispir (ASX:WSP).

Finally, music tech stock Jaxsta (ASX:JXT) signed its debut commercial deal with APRA AMCOS – Australia’s oldest copyright collection agency.

 

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