De.mem（DEM）株式概要De.mem Limitedは、オーストラリア、シンガポール、ドイツにおいて、工業用、自治体用、家庭用の近代的な水処理システムの設計、建設、所有、運営を行っている。 詳細DEM ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性5/6配当金0/6報酬過去5年間の収益は年間11.9%増加しました。 リスク分析意味のある時価総額がありません ( A$22M )すべてのリスクチェックを見るDEM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.06870.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-6m55m2016201920222025202620282031Revenue AU$55.0mEarnings AU$10.9mAdvancedSet Fair ValueView all narrativesDe.mem Limited 競合他社FluenceSymbol: ASX:FLCMarket cap: AU$97.3mRivco AustraliaSymbol: ASX:RIVMarket cap: AU$225.5mVolt GroupSymbol: ASX:VPRMarket cap: AU$26.1mCarnegie Clean EnergySymbol: ASX:CCEMarket cap: AU$34.7m価格と性能株価の高値、安値、推移の概要De.mem過去の株価現在の株価AU$0.06852週高値AU$0.1352週安値AU$0.064ベータ0.401ヶ月の変化-22.73%3ヶ月変化-28.42%1年変化-40.87%3年間の変化-54.67%5年間の変化-76.55%IPOからの変化-84.89%最新ニュースお知らせ • Apr 07De.mem Limited, Annual General Meeting, May 26, 2026De.mem Limited, Annual General Meeting, May 26, 2026.Reported Earnings • Mar 02Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.01 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (in line with FY 2024). Revenue: AU$29.9m (up 20% from FY 2024). Net loss: AU$2.03m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Jan 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Danny Conlon was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 02De.Mem Limited Announces Retirement of Director Cosimo Trimigliozzi Effective December 31, 2025De.mem Limited announces the retirement of director Mr. Cosimo Trimigliozzi effective December 31, 2025. Mr. Trimigliozzi held the role of Chairman of the Board for more than 8 years – from the IPO in April 2017 to May 1, 2025. Since then, he served as a Director of De.mem. During Cosimo’s tenure, De.mem achieved numerous strategic milestones, such as the listing of the Company on the ASX in 2017, the expansion of the Company’s business across Australia and internationally into Germany and Europe as well as the completion of a number of successful acquisitions, including the most recent acquisition of Core Chemicals Pty Ltd. in Perth announced on October 17, 2025. De.mem’s revenues grew from $273,000 in Calendar Year 2016, prior to his appointment, to approximately $24,900,000 in Calendar Year 2024, and the Company achieved operating cash flow break even in Calendar Year 2024. Cosimo’s retirement comes at his own request, to allow him to focus on other professional opportunities.Recent Insider Transactions • Nov 07Non-Executive Chairman recently bought AU$74k worth of stockOn the 4th of November, Andreas de Wit bought around 660k shares on-market at roughly AU$0.11 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andreas' only on-market trade for the last 12 months.分析記事 • Nov 04Not Many Are Piling Into De.mem Limited (ASX:DEM) Just YetDe.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.2x may look like a pretty appealing investment...最新情報をもっと見るRecent updatesお知らせ • Apr 07De.mem Limited, Annual General Meeting, May 26, 2026De.mem Limited, Annual General Meeting, May 26, 2026.Reported Earnings • Mar 02Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.01 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (in line with FY 2024). Revenue: AU$29.9m (up 20% from FY 2024). Net loss: AU$2.03m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Board Change • Jan 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Danny Conlon was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 02De.Mem Limited Announces Retirement of Director Cosimo Trimigliozzi Effective December 31, 2025De.mem Limited announces the retirement of director Mr. Cosimo Trimigliozzi effective December 31, 2025. Mr. Trimigliozzi held the role of Chairman of the Board for more than 8 years – from the IPO in April 2017 to May 1, 2025. Since then, he served as a Director of De.mem. During Cosimo’s tenure, De.mem achieved numerous strategic milestones, such as the listing of the Company on the ASX in 2017, the expansion of the Company’s business across Australia and internationally into Germany and Europe as well as the completion of a number of successful acquisitions, including the most recent acquisition of Core Chemicals Pty Ltd. in Perth announced on October 17, 2025. De.mem’s revenues grew from $273,000 in Calendar Year 2016, prior to his appointment, to approximately $24,900,000 in Calendar Year 2024, and the Company achieved operating cash flow break even in Calendar Year 2024. Cosimo’s retirement comes at his own request, to allow him to focus on other professional opportunities.Recent Insider Transactions • Nov 07Non-Executive Chairman recently bought AU$74k worth of stockOn the 4th of November, Andreas de Wit bought around 660k shares on-market at roughly AU$0.11 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andreas' only on-market trade for the last 12 months.分析記事 • Nov 04Not Many Are Piling Into De.mem Limited (ASX:DEM) Just YetDe.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.2x may look like a pretty appealing investment...お知らせ • Oct 17De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 3 million.De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 3 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,190,477 Price\Range: AUD 0.105 Discount Per Security: AUD 0.0063 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,380,952 Price\Range: AUD 0.105 Transaction Features: Subsequent Direct ListingReported Earnings • Aug 31First half 2025 earnings released: AU$0.003 loss per share (vs AU$0.007 loss in 1H 2024)First half 2025 results: AU$0.003 loss per share (improved from AU$0.007 loss in 1H 2024). Revenue: AU$14.0m (up 20% from 1H 2024). Net loss: AU$980.0k (loss narrowed 42% from 1H 2024). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.分析記事 • Jul 02De.mem Limited (ASX:DEM) Screens Well But There Might Be A CatchWhen close to half the companies operating in the Water Utilities industry in Australia have price-to-sales ratios (or...お知らせ • Mar 27De.mem Limited, Annual General Meeting, May 20, 2025De.mem Limited, Annual General Meeting, May 20, 2025.分析記事 • Mar 10Investors Give De.mem Limited (ASX:DEM) Shares A 29% HidingThe De.mem Limited ( ASX:DEM ) share price has fared very poorly over the last month, falling by a substantial 29...Reported Earnings • Feb 28Full year 2024 earnings released: AU$0.01 loss per share (vs AU$0.013 loss in FY 2023)Full year 2024 results: AU$0.01 loss per share (improved from AU$0.013 loss in FY 2023). Revenue: AU$24.9m (up 6.4% from FY 2023). Net loss: AU$2.77m (loss narrowed 12% from FY 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (AU$41.0m market cap, or US$25.6m).分析記事 • Nov 25Sentiment Still Eluding De.mem Limited (ASX:DEM)There wouldn't be many who think De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.5x is worth a...分析記事 • Jul 27Further Upside For De.mem Limited (ASX:DEM) Shares Could Introduce Price Risks After 29% BounceDe.mem Limited ( ASX:DEM ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...お知らせ • Jul 02De.mem Limited (ASX:DEM) acquired Auswater Systems Pty Ltd for AUD 1.75 million.De.mem Limited (ASX:DEM) agreed to acquire Auswater Systems Pty Ltd for AUD 1.75 million on June 3, 2024. A cash consideration of AUD 1.38 million will be paid by De.mem Limited. The consideration consists of common equity of De.mem Limited having a value of AUD 0.12 million to be issued for common equity of Auswater Systems Pty Ltd. De.mem Limited will pay an earnout/contingent payment of AUD 0.16 million cash and of AUD 0.09 million common equity. As part of consideration, AUD 1.75 million is paid towards common equity of Auswater Systems Pty Ltd. The deal is subject to approval of offer by board of De.mem Limited. Auswater Systems Pty Ltd and unknown seller to stay on as Managing Director of Auswater for at least 2 years, finalization of a number of sub-agreements such as the service agreement with the vendor. Auswater Systems Pty Ltd reported revenue of AUD 1.1 million for FY 23. EV/EBITDA multiple for this transaction was 4x. De.mem Ltd has received firm commitments from investors for AUD 2.1m at 10 cents per share for the purposes of financing the acquisition of Auswater Systems Pty Ltd. De.mem Limited (ASX:DEM) completed the acquisition of Auswater Systems Pty Ltd on July 2, 2024.分析記事 • Jun 12De.mem Limited (ASX:DEM) Doing What It Can To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 1.2x De.mem Limited ( ASX:DEM ) is a stock worth checking...お知らせ • May 29De.mem Limited (ASX:DEM) acquired Border Pumpworks for AUD 0.4 million.De.mem Limited (ASX:DEM) agreed to acquire Border Pumpworks for AUD 0.4 million on April 30, 2024. Mr. Quentin Ferry, the sole director and owner, will retain his role post-transaction. For the year ended December 31, 2023, Border Pumpworks reported AUD 0.135 million ($0.1 million) in normalized annual EBITDA and approximately AUD 1.683 million ($1.1 million) in annual revenues. The transaction is expected to complete in early May 2024. The Border Pumpworks acquisition is accretive to De.mem. De.mem Limited (ASX:DEM) completed the acquisition of Border Pumpworks on May 2024.お知らせ • Apr 04De.mem Limited, Annual General Meeting, May 28, 2024De.mem Limited, Annual General Meeting, May 28, 2024.Reported Earnings • Mar 01Full year 2023 earnings released: AU$0.013 loss per share (vs AU$0.015 loss in FY 2022)Full year 2023 results: AU$0.013 loss per share (improved from AU$0.015 loss in FY 2022). Revenue: AU$23.4m (up 19% from FY 2022). Net loss: AU$3.13m (loss narrowed 10% from FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.New Risk • Feb 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (7.9% increase in shares outstanding). Market cap is less than US$100m (AU$33.0m market cap, or US$21.6m).お知らせ • Feb 22De.mem Limited has filed a Follow-on Equity Offering in the amount of AUD 2.2 million.De.mem Limited has filed a Follow-on Equity Offering in the amount of AUD 2.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,111,112 Price\Range: AUD 0.09 Discount Per Security: AUD 0.0009 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,333,336 Price\Range: AUD 0.09 Discount Per Security: AUD 0.0054 Transaction Features: Subsequent Direct Listing分析記事 • Feb 21De.mem Limited's (ASX:DEM) Shares Leap 28% Yet They're Still Not Telling The Full StoryDe.mem Limited ( ASX:DEM ) shareholders would be excited to see that the share price has had a great month, posting a...分析記事 • Dec 28Investors Holding Back On De.mem Limited (ASX:DEM)De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a buy right now compared...お知らせ • Oct 10De.Mem Limited Appoints Andrew Tay as Chief Financial OfficerDe.mem Ltd. announced the appointment of Mr. Andrew Tay as its new Chief Financial Officer, effective 10 October 2023. Mr. Tay is a highly accomplished Australian finance executive. In his most recent role, he worked as the CFO for Powerark Solar Pty Ltd, Australia. Furthermore, he was the CFO of One Stop Warehouse Pty Ltd, Australia's larger solar distributor and a subsidiary of Shenzen-listed GCL System Int Tech Co Ltd. He had also been appointed as the Finance Manager of Western Resource Recovery, a Joint Venture company between Veolia and Transpacific group. Andrew covered all important finance aspects in his prior roles, including financial accounting and reporting, the development and implementation of cost savings initiatives as well as strategic transactions and capital raisings. He holds an Australian CPA qualification. Andrew commenced with De.mem on 1 February 2023 in the capacity of Finance Director. His role consolidated other finance functions within De.mem, with no material additional financial burden to the business. Andrew's appointment strengthens the Company's senior management team, following the growth of the business in recent years. His role will focus on the continued integration and expansion of the different group entities in Australia, Asia (Singapore) and Europe (Germany).Reported Earnings • Sep 05First half 2023 earnings released: AU$0.006 loss per share (vs AU$0.009 loss in 1H 2022)First half 2023 results: AU$0.006 loss per share (improved from AU$0.009 loss in 1H 2022). Revenue: AU$10.7m (up 16% from 1H 2022). Net loss: AU$1.56m (loss narrowed 20% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$39.2m market cap, or US$25.4m).分析記事 • Jun 20De.mem Limited (ASX:DEM) Might Not Be As Mispriced As It LooksIt's not a stretch to say that De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 2x right now seems quite...New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (AU$36.8m market cap, or US$24.7m).お知らせ • May 24De.mem Limited Approves the Election of Danny Conlon and Harry De Wit as DirectorDe.mem Limited at the AGM, the shareholders approved the election of Danny Conlon and Harry de Wit as a director.Reported Earnings • Mar 03Full year 2022 earnings released: AU$0.015 loss per share (vs AU$0.022 loss in FY 2021)Full year 2022 results: AU$0.015 loss per share (improved from AU$0.022 loss in FY 2021). Revenue: AU$19.6m (up 8.7% from FY 2021). Net loss: AU$3.49m (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Dec 15De.Mem Limited Announces Change in Company SecretaryDe.mem Limited announced that Ms Patricia Vanni de Oliveira has resigned as Joint Company Secretary of the Company, effective from December 14, 2022. The Board wishes to thank Ms Vanni de Oliveira for her service to the Company as Joint Company Secretary over the last 2 years. Mr. Anthony Panther will continue in his role, being the sole Company Secretary.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Non-Executive Director Danny Conlon was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 04De.mem Limited (ASX:DEM) signed a binding agreement to acquire remaining 25% stake in De.mem-Geutec GmbH from Uwe Graessel for AUD 0.34 million.De.mem Limited (ASX:DEM) signed a binding agreement to acquire remaining 25% stake in De.mem-Geutec GmbH from Uwe Graessel for AUD 0.34 million on October 3, 2022. The acquisition is valued based on an EBITDA multiple of approximately 3.3x. The capital raised will fund the acquisition of the remaining 25% ownership of De.mem-Geutec GmbH. De.mem-Geutec recorded approximately AUD 3.2 million in revenues in Calendar Year 2021.Reported Earnings • Sep 01First half 2022 earnings released: AU$0.009 loss per share (vs AU$0.009 loss in 1H 2021)First half 2022 results: AU$0.009 loss per share (vs AU$0.009 loss in 1H 2021). Revenue: AU$9.20m (flat on 1H 2021). Net loss: AU$1.94m (loss widened 14% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 04De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 2.82763 million.De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 2.82763 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,197,358 Price\Range: AUD 0.14 Discount Per Security: AUD 0.0084 Transaction Features: Subsequent Direct Listingお知らせ • Jun 21De.Mem Ltd Appoints Danny Conlon to BoardDe.mem Ltd. announced that Mr. Danny Conlon is joining the De.mem board effective 20 June 2022. Most recently, from 2018 to 2020, Mr. Conlon was Veolia's CEO and Managing Director for the Australia & New Zealand region. In this role, Mr. Conlon oversaw Veolia's broad portfolio of water, waste and energy operations, with a strong focus on driving the growth of recurring revenues and the company's service business. Veolia's Australian & New Zealand water and wastewater business serves many clients from local and state government authorities to the oil & gas, mining, health care, food & beverage industries. Mr. Conlon was responsible for more than 4,000 employees and 240 locations across the region. Mr. Conlon's long-term career at Veolia started originally with an appointment at Collex Waste Management in 1998. He advanced within Veolia group over more than two decades and held several leadership positions during these years. Prior to being appointed as CEO he was the Executive General Manager of Veolia's East Coast Operations in Australia & New Zealand, a position he held since 2014. Mr. Conlon is joining the De.mem board as a non-executive director. In this new role, he will provide De.mem advise in particular with respect to the strategic development of the Company as well as its sales & marketing, operations and financial performance. He also brings a vast network within the Australian & New Zealand water, waste & recycling industries to De.mem.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Non-Executive Director Bernd Dautel was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 03De.mem Limited (ASX:DEM) completed the acquisition of Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin.De.mem Limited (ASX:DEM) signed a binding agreement to acquire Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin for approximately AUD 1.74 million on March 22, 2022. As per the terms of the transaction base consideration will be paid in the form of AUD 1.25 million in cash and AUD 0.28 million in DEM shares, with earnout payments of AUD 0.05 million in cash and AUD 0.05 million in DEM shares if Stevco achieves at least AUD 3 million in revenues in year 1 after the completion of the transaction and a another AUD 0.05 million in cash and 0.05 million in DEM shares if Stevco achieves at least AUD 4 million in revenues in year 2 after the completion of the transaction. De.mem Limited values Stevco at approx. 4.5x normalized EBITDA. As of December 31, 2021 Stevco generated an EBITDA of 0.33 Million.As per the terms of the agreement Steve Russell and James Blannin will retain their roles and join De.mem Limited's management team. The deal is subject to Consummation of due diligence investigation. The transaction is expected to close in April 2022. The transaction is accretive in nature. De.mem Limited (ASX:DEM) completed the acquisition of Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin on April 1, 2022.お知らせ • Mar 31De.mem Limited, Annual General Meeting, May 24, 2022De.mem Limited, Annual General Meeting, May 24, 2022.Breakeven Date Change • Mar 01No longer forecast to breakevenThe analyst covering De.mem no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$2.70m in 2022. New forecast suggests the company will make a loss of AU$100.0k in 2023.Reported Earnings • Sep 03First half 2021 earnings released: AU$0.009 loss per share (vs AU$0.011 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$9.15m (up 44% from 1H 2020). Net loss: AU$1.70m (loss narrowed 14% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.Executive Departure • Jul 02Company Secretary Melanie Jaye Leydin has left the companyOn the 25th of June, Melanie Jaye Leydin's tenure as Company Secretary ended after 1.5 years in the role. We don't have any record of a personal shareholding under Melanie Jaye's name. Melanie Jaye is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.分析記事 • May 18We Think De.mem Limited's (ASX:DEM) CEO Compensation Looks FairIt would be hard to discount the role that CEO Andreas Kroell has played in delivering the impressive results at De.mem...お知らせ • Mar 18De.mem Limited announced that it expects to receive AUD 9 million in funding from Perennial Value Management Limited, Pathfinder Asset Management, SIDBI Venture Capital LimitedDe.mem Limited (ASX:DEM) announced a private placement of 32,142,856 shares at a price of AUD 0.28 per share for gross proceeds of AUD 9,000,000 on March 17, 2021. The transaction will include participation from New Horizons Fund, a fund managed by SIDBI Venture Capital Limited Inspire Australia Equities Fund, returning investors Perennial Value Management Limited, and Pathfinder Asset Management. The company expects to close the transaction on or around March 22, 2021, subject to receipt of funds by March 19, 2021. Of the total shares, 14,607,723 shares will be issued without shareholder approval of the company's as 15% placement capacity and 17,535,133 shares as 10% placement capacity.お知らせ • Mar 17De.mem Limited (ASX:DEM) agreed to acquire CAPIC Pty. Ltd. for AUD 5.2 million.De.mem Limited (ASX:DEM) agreed to acquire CAPIC Pty. Ltd. for AUD 5.2 million on March 16, 2021. Under the agreement, De.mem Limited shall pay AUD 3.7 million in cash and AUD 1.4 million through shares. Out of AUD 3.7 million cash consideration, AUD 3.4 million oayable upon completion while AUD 1 million through shares. All shares issued will be under voluntary escrow for a period of 24 months from completion. De.mem Limited shall pay further AUD 0.75 million comprising three separate payment of AUD 0.25 million each payable 50% in cash and 50% in De.mem shares, subject to the satisfaction of revenue milestones as agreed between the parties. Upon transaction completion, Capic’s Founder/ Chief Executive Officer will become De.mem’s Managing Director for the new De.mem-Capic subsidiary. The finalization of the acquisition is subject to definitive agreements being signed, which are currently at an advanced stage of negotiations, and subject to the completion of commercial and legal due diligence and final approval of the De.mem board.Is New 90 Day High Low • Mar 12New 90-day high: AU$0.34The company is up 30% from its price of AU$0.27 on 11 December 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 3.0% over the same period.Reported Earnings • Mar 02Full year 2020 earnings released: AU$0.02 loss per share (vs AU$0.026 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: AU$14.2m (up 40% from FY 2019). Net loss: AU$3.54m (loss widened 1.5% from FY 2019). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Mar 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 124%. Over the next year, revenue is forecast to grow 85%, compared to a 6.1% growth forecast for the Water Utilities industry in Australia.分析記事 • Feb 13De.mem Limited (ASX:DEM) Is About To Turn The CornerDe.mem Limited ( ASX:DEM ) is possibly approaching a major achievement in its business, so we would like to shine some...お知らせ • Feb 02De.mem Limited Receives Milestone Order from Australian Energy SectorDe.mem Limited announce that it has received a new approx. $550,000 contract. Under the purchase order, De.mem will deliver water treatment equipment to an Australian power station. The new ~$550,000 contract is an important milestone because it continues De.mem's growing momentum in the Australian power generation sector. The customer for the new contract is AGL Energy involved in both the generation and retailing of electricity and gas for residential and commercial use. AGL Energy generates energy from power stations that use thermal power, natural gas, wind power, hydroelectricity, solar energy, gas storage and coal seam gas sources.Is New 90 Day High Low • Jan 21New 90-day high: AU$0.33The company is up 50% from its price of AU$0.22 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is up 2.0% over the same period.分析記事 • Dec 22Here's What We Learned About The CEO Pay At De.mem Limited (ASX:DEM)Andreas Kroell became the CEO of De.mem Limited ( ASX:DEM ) in 2016, and we think it's a good time to look at the...分析記事 • Nov 17The CEO & Executive Director of De.mem Limited (ASX:DEM), Andreas Kroell, Just Bought 12% More SharesEven if it's not a huge purchase, we think it was good to see that Andreas Kroell, the CEO & Executive Director of...Is New 90 Day High Low • Nov 13New 90-day high: AU$0.25The company is up 25% from its price of AU$0.20 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 1.0% over the same period.お知らせ • Oct 13De.mem Signs $2.6 Million Seawater Desalination ContractDe.mem announced that it has signed a new contract for the supply of a $2.6 million seawater desalination plant. Under the contract, De.mem will design, manufacture and commission a membrane based water treatment plant which will convert seawater into high quality treated water, substantially exceeding the specifications of Australian drinking water standards. The solution provided by De.mem integrates different treatment steps including Ultrafiltration and Reverse Osmosis membranes into a turn-key, fully automated system. The system will be manufactured in Australia at De.mem's manufacturing site near Brisbane, Queensland. While project execution commences immediately, the majority of project revenues will be recognized in De.mem's calendar year 2021 accounts. This contract further establishes De.mem as a supplier of seawater desalination systems for customers with strict quality requirements. It follows the supply of a seawater desalination plant to a resort in Queensland's Great Barrier Reef region.お知らせ • Sep 29De.mem Receives New Approx. $400,000 ContractDe.mem announced that it has received a new approx. $400,000 contract. This contract is significant because it generates De.mem's first revenues in and creates a new product offering for the Australian power generation customer segment. Under the purchase order, De.mem will deliver membrane-based water treatment equipment to an Australian power station, to be used for the generation of ultra-pure, de-ionized water, which is required for the power generation process. This effectively creates a new product offering by De.mem for the energy and other industrial sectors which require highest quality treated water. This Purchase Order marks De.mem's first revenues in the traditional energy /power generation industry. Going forward, De.mem plans to offer this product as a standard product line to customers from the energy, electronics, semiconductor and other industrial sectors.Is New 90 Day High Low • Sep 23New 90-day high: AU$0.23The company is up 64% from its price of AU$0.14 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 1.0% over the same period.株主還元DEMAU Water UtilitiesAU 市場7D-2.9%-1.8%-1.7%1Y-40.9%6.0%1.0%株主還元を見る業界別リターン: DEM過去 1 年間で6 % の収益を上げたAustralian Water Utilities業界を下回りました。リターン対市場: DEMは、過去 1 年間で1 % のリターンを上げたAustralian市場を下回りました。価格変動Is DEM's price volatile compared to industry and market?DEM volatilityDEM Average Weekly Movement8.6%Water Utilities Industry Average Movement5.0%Market Average Movement10.5%10% most volatile stocks in AU Market17.4%10% least volatile stocks in AU Market4.4%安定した株価: DEM 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DEMの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2013n/aAndreas Kroelldemembranes.comDe.mem社は、オーストラリア、シンガポール、ドイツにおいて、工業用、自治体用、家庭用の近代的な水処理システムの設計、建設、所有、運営を行っている。スカラント防止剤、腐食防止剤、消泡剤、膜洗浄剤、凝集剤、凝集剤などの特殊化学品、膜ベースの水処理・廃水処理システム、水処理・廃水処理装置の建設・所有・運営・移管サービスを提供。また、ポンプと消耗品、金採掘セクター向け特殊化学品サプライヤー、オペレーションとメンテナンスサービスも提供している。鉱業・資源、インフラ、食品・飲料、農業、重工業セクターにサービスを提供している。De.mem社は2013年に設立され、本社はオーストラリアのメルボルンにある。もっと見るDe.mem Limited 基礎のまとめDe.mem の収益と売上を時価総額と比較するとどうか。DEM 基礎統計学時価総額AU$22.23m収益（TTM）-AU$2.03m売上高(TTM)AU$29.89m0.7xP/Sレシオ-11.0xPER（株価収益率DEM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DEM 損益計算書（TTM）収益AU$29.89m売上原価AU$17.16m売上総利益AU$12.73mその他の費用AU$14.75m収益-AU$2.03m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.0062グロス・マージン42.58%純利益率-6.78%有利子負債／自己資本比率4.2%DEM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 18:03終値2026/05/21 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋De.mem Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Heath AndrewsPAC Partners Securities Pty. Ltd.Marc KennisPitt Street Research Pty Ltd.
お知らせ • Apr 07De.mem Limited, Annual General Meeting, May 26, 2026De.mem Limited, Annual General Meeting, May 26, 2026.
Reported Earnings • Mar 02Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.01 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (in line with FY 2024). Revenue: AU$29.9m (up 20% from FY 2024). Net loss: AU$2.03m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Jan 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Danny Conlon was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 02De.Mem Limited Announces Retirement of Director Cosimo Trimigliozzi Effective December 31, 2025De.mem Limited announces the retirement of director Mr. Cosimo Trimigliozzi effective December 31, 2025. Mr. Trimigliozzi held the role of Chairman of the Board for more than 8 years – from the IPO in April 2017 to May 1, 2025. Since then, he served as a Director of De.mem. During Cosimo’s tenure, De.mem achieved numerous strategic milestones, such as the listing of the Company on the ASX in 2017, the expansion of the Company’s business across Australia and internationally into Germany and Europe as well as the completion of a number of successful acquisitions, including the most recent acquisition of Core Chemicals Pty Ltd. in Perth announced on October 17, 2025. De.mem’s revenues grew from $273,000 in Calendar Year 2016, prior to his appointment, to approximately $24,900,000 in Calendar Year 2024, and the Company achieved operating cash flow break even in Calendar Year 2024. Cosimo’s retirement comes at his own request, to allow him to focus on other professional opportunities.
Recent Insider Transactions • Nov 07Non-Executive Chairman recently bought AU$74k worth of stockOn the 4th of November, Andreas de Wit bought around 660k shares on-market at roughly AU$0.11 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andreas' only on-market trade for the last 12 months.
分析記事 • Nov 04Not Many Are Piling Into De.mem Limited (ASX:DEM) Just YetDe.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.2x may look like a pretty appealing investment...
お知らせ • Apr 07De.mem Limited, Annual General Meeting, May 26, 2026De.mem Limited, Annual General Meeting, May 26, 2026.
Reported Earnings • Mar 02Full year 2025 earnings released: AU$0.01 loss per share (vs AU$0.01 loss in FY 2024)Full year 2025 results: AU$0.01 loss per share (in line with FY 2024). Revenue: AU$29.9m (up 20% from FY 2024). Net loss: AU$2.03m (loss narrowed 27% from FY 2024). Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Board Change • Jan 03Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Danny Conlon was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 02De.Mem Limited Announces Retirement of Director Cosimo Trimigliozzi Effective December 31, 2025De.mem Limited announces the retirement of director Mr. Cosimo Trimigliozzi effective December 31, 2025. Mr. Trimigliozzi held the role of Chairman of the Board for more than 8 years – from the IPO in April 2017 to May 1, 2025. Since then, he served as a Director of De.mem. During Cosimo’s tenure, De.mem achieved numerous strategic milestones, such as the listing of the Company on the ASX in 2017, the expansion of the Company’s business across Australia and internationally into Germany and Europe as well as the completion of a number of successful acquisitions, including the most recent acquisition of Core Chemicals Pty Ltd. in Perth announced on October 17, 2025. De.mem’s revenues grew from $273,000 in Calendar Year 2016, prior to his appointment, to approximately $24,900,000 in Calendar Year 2024, and the Company achieved operating cash flow break even in Calendar Year 2024. Cosimo’s retirement comes at his own request, to allow him to focus on other professional opportunities.
Recent Insider Transactions • Nov 07Non-Executive Chairman recently bought AU$74k worth of stockOn the 4th of November, Andreas de Wit bought around 660k shares on-market at roughly AU$0.11 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Andreas' only on-market trade for the last 12 months.
分析記事 • Nov 04Not Many Are Piling Into De.mem Limited (ASX:DEM) Just YetDe.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.2x may look like a pretty appealing investment...
お知らせ • Oct 17De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 3 million.De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 3 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 26,190,477 Price\Range: AUD 0.105 Discount Per Security: AUD 0.0063 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 2,380,952 Price\Range: AUD 0.105 Transaction Features: Subsequent Direct Listing
Reported Earnings • Aug 31First half 2025 earnings released: AU$0.003 loss per share (vs AU$0.007 loss in 1H 2024)First half 2025 results: AU$0.003 loss per share (improved from AU$0.007 loss in 1H 2024). Revenue: AU$14.0m (up 20% from 1H 2024). Net loss: AU$980.0k (loss narrowed 42% from 1H 2024). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
分析記事 • Jul 02De.mem Limited (ASX:DEM) Screens Well But There Might Be A CatchWhen close to half the companies operating in the Water Utilities industry in Australia have price-to-sales ratios (or...
お知らせ • Mar 27De.mem Limited, Annual General Meeting, May 20, 2025De.mem Limited, Annual General Meeting, May 20, 2025.
分析記事 • Mar 10Investors Give De.mem Limited (ASX:DEM) Shares A 29% HidingThe De.mem Limited ( ASX:DEM ) share price has fared very poorly over the last month, falling by a substantial 29...
Reported Earnings • Feb 28Full year 2024 earnings released: AU$0.01 loss per share (vs AU$0.013 loss in FY 2023)Full year 2024 results: AU$0.01 loss per share (improved from AU$0.013 loss in FY 2023). Revenue: AU$24.9m (up 6.4% from FY 2023). Net loss: AU$2.77m (loss narrowed 12% from FY 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (AU$41.0m market cap, or US$25.6m).
分析記事 • Nov 25Sentiment Still Eluding De.mem Limited (ASX:DEM)There wouldn't be many who think De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.5x is worth a...
分析記事 • Jul 27Further Upside For De.mem Limited (ASX:DEM) Shares Could Introduce Price Risks After 29% BounceDe.mem Limited ( ASX:DEM ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...
お知らせ • Jul 02De.mem Limited (ASX:DEM) acquired Auswater Systems Pty Ltd for AUD 1.75 million.De.mem Limited (ASX:DEM) agreed to acquire Auswater Systems Pty Ltd for AUD 1.75 million on June 3, 2024. A cash consideration of AUD 1.38 million will be paid by De.mem Limited. The consideration consists of common equity of De.mem Limited having a value of AUD 0.12 million to be issued for common equity of Auswater Systems Pty Ltd. De.mem Limited will pay an earnout/contingent payment of AUD 0.16 million cash and of AUD 0.09 million common equity. As part of consideration, AUD 1.75 million is paid towards common equity of Auswater Systems Pty Ltd. The deal is subject to approval of offer by board of De.mem Limited. Auswater Systems Pty Ltd and unknown seller to stay on as Managing Director of Auswater for at least 2 years, finalization of a number of sub-agreements such as the service agreement with the vendor. Auswater Systems Pty Ltd reported revenue of AUD 1.1 million for FY 23. EV/EBITDA multiple for this transaction was 4x. De.mem Ltd has received firm commitments from investors for AUD 2.1m at 10 cents per share for the purposes of financing the acquisition of Auswater Systems Pty Ltd. De.mem Limited (ASX:DEM) completed the acquisition of Auswater Systems Pty Ltd on July 2, 2024.
分析記事 • Jun 12De.mem Limited (ASX:DEM) Doing What It Can To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 1.2x De.mem Limited ( ASX:DEM ) is a stock worth checking...
お知らせ • May 29De.mem Limited (ASX:DEM) acquired Border Pumpworks for AUD 0.4 million.De.mem Limited (ASX:DEM) agreed to acquire Border Pumpworks for AUD 0.4 million on April 30, 2024. Mr. Quentin Ferry, the sole director and owner, will retain his role post-transaction. For the year ended December 31, 2023, Border Pumpworks reported AUD 0.135 million ($0.1 million) in normalized annual EBITDA and approximately AUD 1.683 million ($1.1 million) in annual revenues. The transaction is expected to complete in early May 2024. The Border Pumpworks acquisition is accretive to De.mem. De.mem Limited (ASX:DEM) completed the acquisition of Border Pumpworks on May 2024.
お知らせ • Apr 04De.mem Limited, Annual General Meeting, May 28, 2024De.mem Limited, Annual General Meeting, May 28, 2024.
Reported Earnings • Mar 01Full year 2023 earnings released: AU$0.013 loss per share (vs AU$0.015 loss in FY 2022)Full year 2023 results: AU$0.013 loss per share (improved from AU$0.015 loss in FY 2022). Revenue: AU$23.4m (up 19% from FY 2022). Net loss: AU$3.13m (loss narrowed 10% from FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings.
New Risk • Feb 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (7.9% increase in shares outstanding). Market cap is less than US$100m (AU$33.0m market cap, or US$21.6m).
お知らせ • Feb 22De.mem Limited has filed a Follow-on Equity Offering in the amount of AUD 2.2 million.De.mem Limited has filed a Follow-on Equity Offering in the amount of AUD 2.2 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,111,112 Price\Range: AUD 0.09 Discount Per Security: AUD 0.0009 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 18,333,336 Price\Range: AUD 0.09 Discount Per Security: AUD 0.0054 Transaction Features: Subsequent Direct Listing
分析記事 • Feb 21De.mem Limited's (ASX:DEM) Shares Leap 28% Yet They're Still Not Telling The Full StoryDe.mem Limited ( ASX:DEM ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Dec 28Investors Holding Back On De.mem Limited (ASX:DEM)De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 1.3x might make it look like a buy right now compared...
お知らせ • Oct 10De.Mem Limited Appoints Andrew Tay as Chief Financial OfficerDe.mem Ltd. announced the appointment of Mr. Andrew Tay as its new Chief Financial Officer, effective 10 October 2023. Mr. Tay is a highly accomplished Australian finance executive. In his most recent role, he worked as the CFO for Powerark Solar Pty Ltd, Australia. Furthermore, he was the CFO of One Stop Warehouse Pty Ltd, Australia's larger solar distributor and a subsidiary of Shenzen-listed GCL System Int Tech Co Ltd. He had also been appointed as the Finance Manager of Western Resource Recovery, a Joint Venture company between Veolia and Transpacific group. Andrew covered all important finance aspects in his prior roles, including financial accounting and reporting, the development and implementation of cost savings initiatives as well as strategic transactions and capital raisings. He holds an Australian CPA qualification. Andrew commenced with De.mem on 1 February 2023 in the capacity of Finance Director. His role consolidated other finance functions within De.mem, with no material additional financial burden to the business. Andrew's appointment strengthens the Company's senior management team, following the growth of the business in recent years. His role will focus on the continued integration and expansion of the different group entities in Australia, Asia (Singapore) and Europe (Germany).
Reported Earnings • Sep 05First half 2023 earnings released: AU$0.006 loss per share (vs AU$0.009 loss in 1H 2022)First half 2023 results: AU$0.006 loss per share (improved from AU$0.009 loss in 1H 2022). Revenue: AU$10.7m (up 16% from 1H 2022). Net loss: AU$1.56m (loss narrowed 20% from 1H 2022). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2022 fiscal period end). Market cap is less than US$100m (AU$39.2m market cap, or US$25.4m).
分析記事 • Jun 20De.mem Limited (ASX:DEM) Might Not Be As Mispriced As It LooksIt's not a stretch to say that De.mem Limited's ( ASX:DEM ) price-to-sales (or "P/S") ratio of 2x right now seems quite...
New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Shareholders have been diluted in the past year (10.0% increase in shares outstanding). Market cap is less than US$100m (AU$36.8m market cap, or US$24.7m).
お知らせ • May 24De.mem Limited Approves the Election of Danny Conlon and Harry De Wit as DirectorDe.mem Limited at the AGM, the shareholders approved the election of Danny Conlon and Harry de Wit as a director.
Reported Earnings • Mar 03Full year 2022 earnings released: AU$0.015 loss per share (vs AU$0.022 loss in FY 2021)Full year 2022 results: AU$0.015 loss per share (improved from AU$0.022 loss in FY 2021). Revenue: AU$19.6m (up 8.7% from FY 2021). Net loss: AU$3.49m (loss narrowed 22% from FY 2021). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Dec 15De.Mem Limited Announces Change in Company SecretaryDe.mem Limited announced that Ms Patricia Vanni de Oliveira has resigned as Joint Company Secretary of the Company, effective from December 14, 2022. The Board wishes to thank Ms Vanni de Oliveira for her service to the Company as Joint Company Secretary over the last 2 years. Mr. Anthony Panther will continue in his role, being the sole Company Secretary.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Non-Executive Director Danny Conlon was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 04De.mem Limited (ASX:DEM) signed a binding agreement to acquire remaining 25% stake in De.mem-Geutec GmbH from Uwe Graessel for AUD 0.34 million.De.mem Limited (ASX:DEM) signed a binding agreement to acquire remaining 25% stake in De.mem-Geutec GmbH from Uwe Graessel for AUD 0.34 million on October 3, 2022. The acquisition is valued based on an EBITDA multiple of approximately 3.3x. The capital raised will fund the acquisition of the remaining 25% ownership of De.mem-Geutec GmbH. De.mem-Geutec recorded approximately AUD 3.2 million in revenues in Calendar Year 2021.
Reported Earnings • Sep 01First half 2022 earnings released: AU$0.009 loss per share (vs AU$0.009 loss in 1H 2021)First half 2022 results: AU$0.009 loss per share (vs AU$0.009 loss in 1H 2021). Revenue: AU$9.20m (flat on 1H 2021). Net loss: AU$1.94m (loss widened 14% from 1H 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 04De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 2.82763 million.De.mem Limited has completed a Follow-on Equity Offering in the amount of AUD 2.82763 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 20,197,358 Price\Range: AUD 0.14 Discount Per Security: AUD 0.0084 Transaction Features: Subsequent Direct Listing
お知らせ • Jun 21De.Mem Ltd Appoints Danny Conlon to BoardDe.mem Ltd. announced that Mr. Danny Conlon is joining the De.mem board effective 20 June 2022. Most recently, from 2018 to 2020, Mr. Conlon was Veolia's CEO and Managing Director for the Australia & New Zealand region. In this role, Mr. Conlon oversaw Veolia's broad portfolio of water, waste and energy operations, with a strong focus on driving the growth of recurring revenues and the company's service business. Veolia's Australian & New Zealand water and wastewater business serves many clients from local and state government authorities to the oil & gas, mining, health care, food & beverage industries. Mr. Conlon was responsible for more than 4,000 employees and 240 locations across the region. Mr. Conlon's long-term career at Veolia started originally with an appointment at Collex Waste Management in 1998. He advanced within Veolia group over more than two decades and held several leadership positions during these years. Prior to being appointed as CEO he was the Executive General Manager of Veolia's East Coast Operations in Australia & New Zealand, a position he held since 2014. Mr. Conlon is joining the De.mem board as a non-executive director. In this new role, he will provide De.mem advise in particular with respect to the strategic development of the Company as well as its sales & marketing, operations and financial performance. He also brings a vast network within the Australian & New Zealand water, waste & recycling industries to De.mem.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Non-Executive Director Bernd Dautel was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 03De.mem Limited (ASX:DEM) completed the acquisition of Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin.De.mem Limited (ASX:DEM) signed a binding agreement to acquire Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin for approximately AUD 1.74 million on March 22, 2022. As per the terms of the transaction base consideration will be paid in the form of AUD 1.25 million in cash and AUD 0.28 million in DEM shares, with earnout payments of AUD 0.05 million in cash and AUD 0.05 million in DEM shares if Stevco achieves at least AUD 3 million in revenues in year 1 after the completion of the transaction and a another AUD 0.05 million in cash and 0.05 million in DEM shares if Stevco achieves at least AUD 4 million in revenues in year 2 after the completion of the transaction. De.mem Limited values Stevco at approx. 4.5x normalized EBITDA. As of December 31, 2021 Stevco generated an EBITDA of 0.33 Million.As per the terms of the agreement Steve Russell and James Blannin will retain their roles and join De.mem Limited's management team. The deal is subject to Consummation of due diligence investigation. The transaction is expected to close in April 2022. The transaction is accretive in nature. De.mem Limited (ASX:DEM) completed the acquisition of Stevco Seals And Pumps Pty. Limited from Steve Russell and James Blannin on April 1, 2022.
お知らせ • Mar 31De.mem Limited, Annual General Meeting, May 24, 2022De.mem Limited, Annual General Meeting, May 24, 2022.
Breakeven Date Change • Mar 01No longer forecast to breakevenThe analyst covering De.mem no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$2.70m in 2022. New forecast suggests the company will make a loss of AU$100.0k in 2023.
Reported Earnings • Sep 03First half 2021 earnings released: AU$0.009 loss per share (vs AU$0.011 loss in 1H 2020)The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$9.15m (up 44% from 1H 2020). Net loss: AU$1.70m (loss narrowed 14% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Director Overboarding • Aug 20Director Michael Edwards has joined 5th company boardNon-Executive Director Michael Edwards has been appointed to the board of Barra Resources Limited (ASX:BAR). Edwards now sits on a total of 5 company boards. According to the Simply Wall St Risk Model, the director is at risk of having too many board obligations.
Executive Departure • Jul 02Company Secretary Melanie Jaye Leydin has left the companyOn the 25th of June, Melanie Jaye Leydin's tenure as Company Secretary ended after 1.5 years in the role. We don't have any record of a personal shareholding under Melanie Jaye's name. Melanie Jaye is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
分析記事 • May 18We Think De.mem Limited's (ASX:DEM) CEO Compensation Looks FairIt would be hard to discount the role that CEO Andreas Kroell has played in delivering the impressive results at De.mem...
お知らせ • Mar 18De.mem Limited announced that it expects to receive AUD 9 million in funding from Perennial Value Management Limited, Pathfinder Asset Management, SIDBI Venture Capital LimitedDe.mem Limited (ASX:DEM) announced a private placement of 32,142,856 shares at a price of AUD 0.28 per share for gross proceeds of AUD 9,000,000 on March 17, 2021. The transaction will include participation from New Horizons Fund, a fund managed by SIDBI Venture Capital Limited Inspire Australia Equities Fund, returning investors Perennial Value Management Limited, and Pathfinder Asset Management. The company expects to close the transaction on or around March 22, 2021, subject to receipt of funds by March 19, 2021. Of the total shares, 14,607,723 shares will be issued without shareholder approval of the company's as 15% placement capacity and 17,535,133 shares as 10% placement capacity.
お知らせ • Mar 17De.mem Limited (ASX:DEM) agreed to acquire CAPIC Pty. Ltd. for AUD 5.2 million.De.mem Limited (ASX:DEM) agreed to acquire CAPIC Pty. Ltd. for AUD 5.2 million on March 16, 2021. Under the agreement, De.mem Limited shall pay AUD 3.7 million in cash and AUD 1.4 million through shares. Out of AUD 3.7 million cash consideration, AUD 3.4 million oayable upon completion while AUD 1 million through shares. All shares issued will be under voluntary escrow for a period of 24 months from completion. De.mem Limited shall pay further AUD 0.75 million comprising three separate payment of AUD 0.25 million each payable 50% in cash and 50% in De.mem shares, subject to the satisfaction of revenue milestones as agreed between the parties. Upon transaction completion, Capic’s Founder/ Chief Executive Officer will become De.mem’s Managing Director for the new De.mem-Capic subsidiary. The finalization of the acquisition is subject to definitive agreements being signed, which are currently at an advanced stage of negotiations, and subject to the completion of commercial and legal due diligence and final approval of the De.mem board.
Is New 90 Day High Low • Mar 12New 90-day high: AU$0.34The company is up 30% from its price of AU$0.27 on 11 December 2020. The Australian market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 3.0% over the same period.
Reported Earnings • Mar 02Full year 2020 earnings released: AU$0.02 loss per share (vs AU$0.026 loss in FY 2019)The company reported a solid full year result with improved revenues and control over costs, although losses increased. Full year 2020 results: Revenue: AU$14.2m (up 40% from FY 2019). Net loss: AU$3.54m (loss widened 1.5% from FY 2019). Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Mar 02Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 17%. Earnings per share (EPS) exceeded analyst estimates by 124%. Over the next year, revenue is forecast to grow 85%, compared to a 6.1% growth forecast for the Water Utilities industry in Australia.
分析記事 • Feb 13De.mem Limited (ASX:DEM) Is About To Turn The CornerDe.mem Limited ( ASX:DEM ) is possibly approaching a major achievement in its business, so we would like to shine some...
お知らせ • Feb 02De.mem Limited Receives Milestone Order from Australian Energy SectorDe.mem Limited announce that it has received a new approx. $550,000 contract. Under the purchase order, De.mem will deliver water treatment equipment to an Australian power station. The new ~$550,000 contract is an important milestone because it continues De.mem's growing momentum in the Australian power generation sector. The customer for the new contract is AGL Energy involved in both the generation and retailing of electricity and gas for residential and commercial use. AGL Energy generates energy from power stations that use thermal power, natural gas, wind power, hydroelectricity, solar energy, gas storage and coal seam gas sources.
Is New 90 Day High Low • Jan 21New 90-day high: AU$0.33The company is up 50% from its price of AU$0.22 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is up 2.0% over the same period.
分析記事 • Dec 22Here's What We Learned About The CEO Pay At De.mem Limited (ASX:DEM)Andreas Kroell became the CEO of De.mem Limited ( ASX:DEM ) in 2016, and we think it's a good time to look at the...
分析記事 • Nov 17The CEO & Executive Director of De.mem Limited (ASX:DEM), Andreas Kroell, Just Bought 12% More SharesEven if it's not a huge purchase, we think it was good to see that Andreas Kroell, the CEO & Executive Director of...
Is New 90 Day High Low • Nov 13New 90-day high: AU$0.25The company is up 25% from its price of AU$0.20 on 14 August 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 1.0% over the same period.
お知らせ • Oct 13De.mem Signs $2.6 Million Seawater Desalination ContractDe.mem announced that it has signed a new contract for the supply of a $2.6 million seawater desalination plant. Under the contract, De.mem will design, manufacture and commission a membrane based water treatment plant which will convert seawater into high quality treated water, substantially exceeding the specifications of Australian drinking water standards. The solution provided by De.mem integrates different treatment steps including Ultrafiltration and Reverse Osmosis membranes into a turn-key, fully automated system. The system will be manufactured in Australia at De.mem's manufacturing site near Brisbane, Queensland. While project execution commences immediately, the majority of project revenues will be recognized in De.mem's calendar year 2021 accounts. This contract further establishes De.mem as a supplier of seawater desalination systems for customers with strict quality requirements. It follows the supply of a seawater desalination plant to a resort in Queensland's Great Barrier Reef region.
お知らせ • Sep 29De.mem Receives New Approx. $400,000 ContractDe.mem announced that it has received a new approx. $400,000 contract. This contract is significant because it generates De.mem's first revenues in and creates a new product offering for the Australian power generation customer segment. Under the purchase order, De.mem will deliver membrane-based water treatment equipment to an Australian power station, to be used for the generation of ultra-pure, de-ionized water, which is required for the power generation process. This effectively creates a new product offering by De.mem for the energy and other industrial sectors which require highest quality treated water. This Purchase Order marks De.mem's first revenues in the traditional energy /power generation industry. Going forward, De.mem plans to offer this product as a standard product line to customers from the energy, electronics, semiconductor and other industrial sectors.
Is New 90 Day High Low • Sep 23New 90-day high: AU$0.23The company is up 64% from its price of AU$0.14 on 25 June 2020. The Australian market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Water Utilities industry, which is down 1.0% over the same period.
