Stocks Down Under

Stocks Down Under Looking for good investment ideas? Stocks Down Under gives you an information advantage to better invest and trade in ASX-listed stocks.

Pitt Street Research just published a research update on Vinyl Group 🎧(ASX:VNL): Cash flow positive in CY25VNL is transf...
06/02/2025

Pitt Street Research just published a research update on Vinyl Group 🎧(ASX:VNL): Cash flow positive in CY25

VNL is transforming itself into a major music 🎸🎼🎤 ecosystem and is growing fast, autonomously and through acquisitions. It is set to double its revenue run rate by the end of FY25!📈

Check out the full report below! 😃

Vinyl Group (ASX: VNL) is an Australian-based music technology and media company. The company has curated a portfolio of interconnected brands – Jaxsta, Vinyl.com, Vampr and The Brag Media – empowering everyone in the music ecosystem, from creators to consumers.

Pitt Street Research just published a research initiation on Firstwave Cloud Technology (ASX:FCT, A$0.022): Targeting se...
04/02/2025

Pitt Street Research just published a research initiation on Firstwave Cloud Technology (ASX:FCT, A$0.022): Targeting several very large market opportunities! 👍

FCT is a provider of network management and cyber security software, and changed significantly in 2021 when it acquired network management software company Opmantek.

Valuation of A$0.04-0.058 fully diluted 😃💰 Read the full report!!

FirstWave Cloud Technology (ASX:FCT) is a provider of network management and cybersecurity software. The company’s legacy product is CyberCision, a ‘cybersecurity-as-a-service’ platform. While CyberCision remains a market-relevant solution, FCT changed significantly in 2021 when it acquired ne...

Has Nvidia met its match in DeepSeek?Investors seem to think so given the Tech crash early this week 📉Here's what you ne...
28/01/2025

Has Nvidia met its match in DeepSeek?
Investors seem to think so given the Tech crash early this week 📉

Here's what you need to know about DeepSeek and how it could impact your Tech stocks 👍

DeepSeek’s AI innovation is shaking up the Tech world. How can this breakthrough influence the Big Tech stocks globally?

We spoke to Melanie Leighton, CEO of Titan Minerals (ASX: TTM), about the great potential of the Dynasty Gold Project in...
24/01/2025

We spoke to Melanie Leighton, CEO of Titan Minerals (ASX: TTM), about the great potential of the Dynasty Gold Project in southern Ecuador with its 3.1 million ounces of gold and 22 million ounces of silver.

We also touched on the recent farm-in by Hancock Prospecting to the Landeros project, which is highly prospective for porphyry copper. With Ecuador attracting significant foreign investment interest, Titan Minerals is well placed to benefit.

We spoke to Melanie Leighton, CEO of Titan Minerals (ASX: TTM), about the great potential of the Dynasty Gold Project in southern Ecuador with its 3.1 million

We spoke to Henk-Jan Boele, CEO of Blinklab (ASX:BB1), about the company’s roadmap to FDA approval and the subsequent co...
22/01/2025

We spoke to Henk-Jan Boele, CEO of Blinklab (ASX:BB1), about the company’s roadmap to FDA approval and the subsequent commercial roll out.

Because Blinklab is filing for FDA 510(k) clearance, this roadmap should be a lot shorter than for your typical life sciences company 😃

We spoke to Henk-Jan Boele, CEO of Blinklab (ASX:BB1), about the company's roadmap to FDA approval and the subsequent commercial roll out.

Pitt Street Research just published an updated valuation on MTM Critical Metals (ASX:MTM, A$0.25): Poised for a breakthr...
14/01/2025

Pitt Street Research just published an updated valuation on MTM Critical Metals (ASX:MTM, A$0.25): Poised for a breakthrough year in 2025! 👍

MTM investors have several catalysts to look forward to, beginning with the design completion of the FJH demonstration plant design by February with procurement and construction to begin thereafter. At the same time, MTM will continue testing FJH across multiple critical metal feedstocks and will also seek further strategic partnerships and non-dilutive funding.

New valuation of A$0.57/share 😃 Check out the full report below!!

MTM Critical Metals (ASX: MTM) is developing potentially disruptive technology for the recovery of metals from ores and waste material sources. It is using a physical phenomenon known as Flash Joule Heating (FJH) that can enhance the process of metal recovery by speeding up the process and lowering....

Up until a few months ago, Adisyn (ASX:AI1) was just one of several managed technology services providers. It was in a l...
14/01/2025

Up until a few months ago, Adisyn (ASX:AI1) was just one of several managed technology services providers. It was in a lucrative industry, but one that was highly competitive. But the company capped off 2024 by acquiring an Israel-based company called 2D Generation, which is in the semiconductor space, seeking to use graphene as a material to connect very small transistors – by very small, we mean less than 2 nanometres.

Chip giants TSMC, Samsung and Intel are already preparing for mass production of very advanced chips at 2nm in 2025! And 2D Generation may just have what they need to connect transistors in the next generation of chips.

Adisyn (ASX:AI1) just acquired Israel-based 2D Generation to help chip manufacturers build faster, smaller and more energy efficient chips.

Pitt Street Research just published an initiation report on Adisyn Ltd. (ASX:AI1, A$0.07): Next generation computer chip...
13/01/2025

Pitt Street Research just published an initiation report on Adisyn Ltd. (ASX:AI1, A$0.07): Next generation computer chips

Adisyn recently acquired Israel-based 2D Generation, which has been researching graphene as a material to connect very small transistors. Graphene has been demonstrated to have a number of very favourable electrical characteristics, even in very narrow linewidths. If it can be used to connect transistors smaller than 2 nanometers, it could be the solution to the hard wall of copper interconnects that the semiconductor industry is running into.

Valuation of A$0.29 per share. Check out the full report!

Adisyn Ltd. (ASX:AI1) recently acquired Israel-based 2D Generation, which has been researching graphene as a material to connect very small transistors. Graphene has been demonstrated to have a number of very favourable electrical characteristics, even in very narrow linewidths. If it can be used to

St George Mining (ASX:SGQ) announced last August that it was acquiring the Araxa project, an established, high grade, ni...
09/01/2025

St George Mining (ASX:SGQ) announced last August that it was acquiring the Araxa project, an established, high grade, niobium resource in Brazil, which has some high grade rare earths as well 😃😃

2 cents per share values St George, post the Araxa transaction, at around A$50m. That seems like a low price to pay in an environment where WA1 Resources (ASX:WA1) with its Luni discovery is capitalised at over A$950m 💰💰💰 Investors ought to check it out!

St George Mining's (ASX:SGQ) niobium project in Brazil is right next door to the Araxa Niobium Mine.

We spoke to John Prineas, Managing Director of St George Mining (ASX:SGQ), about the company’s proposed acquisition of t...
07/01/2025

We spoke to John Prineas, Managing Director of St George Mining (ASX:SGQ), about the company’s proposed acquisition of the Araxa Niobium Project in Brazil 👍 the ease with which the project can be developed 😃and the potential to create both a niobium and a rare earths mine at Araxa 💰💰💰 St George expects to take control of Araxa in February 2025.

We spoke to John Prineas, MD of St George Mining (ASX:SGQ) about SGQ's proposed acquisition of the Araxa Niobium Project in Brazil.

Pitt Street Research just published a research update on Weebit Nano (ASX:WBT): onsemi deal is the largest yetWeebit Nan...
02/01/2025

Pitt Street Research just published a research update on Weebit Nano (ASX:WBT): onsemi deal is the largest yet

Weebit Nano (ASX:WBT) announced the third license deal for its ReRAM technology, in this case with US chip manufacturer onsemi (NASDAQ:ON), which plans to use the technology on its TREO Platform.

onsemi is is by far the largest of Weebit Nano’s three current customers and we believe there's more to come in 2025!

Weebit Nano Ltd (WBT) is developing a newly emerging computer memory technology that combines the best of today’s mainstream storage technologies, i.e. DRAM and Flash memory. Non-volatile like Flash and nearly as fast as DRAM, WBT’s Filamentary ReRAM will likely be able to complement and partial...

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about the company’s latest commercial agreement, which is poten...
02/01/2025

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about the company’s latest commercial agreement, which is potentially the biggest one yet.

Weebit Nano signed ONSemi (NASDAQ:ON), a US semiconductor manufacturer, that will integrate ReRAM into its TREO Platform.

Mr. Hanoch explains just how significant this deal is for the company and how it may accelerate Weebit Nano’s commercial momentum in 2025.

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about WBT's latest commercial agreement, which is potentially the biggest one yet.

Weebit Nano (ASX:WBT) announced the third license deal for its ReRAM technology, in this case with American chip manufac...
01/01/2025

Weebit Nano (ASX:WBT) announced the third license deal for its ReRAM technology, in this case with American chip manufacturer ON Semi (NASDAQ:ON) 😃😃

We believe this license deal with ON Semi is potentially WBT’s largest deal yet 💰💰💰 ON Semi generated revenues of US$8.3bn in 2023 and is by far the largest of WBT’s 3 current customers. ON Semi is Nasdaq-listed and has a market capitalisation of US$27bn at the time of writing.

Weebit Nano (ASX:WBT) announced its third ReRAM license deal, with ON Semi, which we believe can potentially be WBT's largest deal yet.

We spoke to David Wrench, CEO of QPM Energy (ASX: QPM), and his company’s great prospects with the Moranbah Gas Project ...
17/12/2024

We spoke to David Wrench, CEO of QPM Energy (ASX: QPM), and his company’s great prospects with the Moranbah Gas Project in the northern Bowen Basin in Queensland, the potential for reserve and resource increases, and the favourable pricing 💰 environment for peak-demand electricity, which is what most of the Moranbah gas is being used for at the moment.

We also discussed the potential for the company’s Townsville Energy Chemicals Hub project to become economic once nickel recovers from the woes of 2023 and 2024.

We spoke to David Wrench, CEO of QPM Energy (ASX: QPM), and QPM's great prospects with the Moranbah Gas Project in Queensland.

We spoke with Michael Walshe, CEO of MTM Critical Metals (ASX:MTM), about how MTM fills a very urgent need for many coun...
11/12/2024

We spoke with Michael Walshe, CEO of MTM Critical Metals (ASX:MTM), about how MTM fills a very urgent need for many countries, including the US, to secure the supply of critical metals ⛏ like gallium, germanium and indium📡🛰 now that market leader China is restricting exports of these metals.

MTM has the technology to efficiently and quickly extract such metals from things like ultra high value electronic waste that, up till now, usually gets landfilled.

The company recently signed a collaboration deal with US-based Indium Corp👍to help the US to limit its reliability on foreign sources of critical metals. Based on this deal and many others that are likely to follow, we believe the company has a very bright future! 😃📈

Check out our full research coverage of MTM at www.pittstreetresearch.com.

We spoke with Michael Walshe, CEO of MTM Critical Metals (ASX:MTM), about how MTM is helping the US to secure the supply of critical metals.

Pitt Street research just published an update on Island Pharmaceuticals (ASX:ILA): Initial Phase II results lookgood! 😃L...
04/12/2024

Pitt Street research just published an update on Island Pharmaceuticals (ASX:ILA): Initial Phase II results look
good! 😃

Less than 2 months after commencing the trial, ILA has received data from the first Phase of the trial (Phase 2a). The cohort in Phase 2a received ISLA-101 and were then exposed to a weakened version of the virus. Evidence of anti-dengue virus activity was observed and the Safety Review Committee (SRC) found no safety concerns 👍👍

Pitt Street Research sees quite some upside in this stock 📈

Island Pharmaceuticals (ASX: ILA) is an ASX-listed biotech company developing its flagship drug ISLA-101 against mosquito diseases. After years of research and successful clinical data, the company has commenced a Phase II study of ISLA-101 for Dengue fever. Results from the first cohort are expecte

The newly minted partnership between MTM Critical Metals (ASX:MTM) and Indium received a major endorsement from MTM shar...
03/12/2024

The newly minted partnership between MTM Critical Metals (ASX:MTM) and Indium received a major endorsement from MTM shareholders as judged by the share price spike in the last week📈

But what does this deal mean and what is next for MTM? Also, what valuation💰💰💰 should we put on this stock?



The newly minted partnership between MTM and Indium received a major endorsement from shareholders at the former company - as judged by the share price spike

We spoke to Dr. Fernando Tallarico, CEO of Axel REE (ASX:AXL), about the company’s recent rare earths ⛏ discovery at Cal...
01/12/2024

We spoke to Dr. Fernando Tallarico, CEO of Axel REE (ASX:AXL), about the company’s recent rare earths ⛏ discovery at Caladao in Brazil’s 🇧🇷 Lithium Valley in Minas Gerais state.

Dr. Tallarico is optimistic 👍 about proving up a major resource of neodymium and praseodymium at Caladao given the strong intersections from early drilling and the long strike length of the identified mineralised zones.

Rare earths have been out of favour in 2024, but the need for more non-Chinese sources in 2025 has the potential to renew investor interest 📈

We spoke to Dr. Fernando Tallarico, CEO of Axel REE (ASX:AXL), about AXL's recent rare earths discovery at Caladao in Brazil's Lithium Valley.

Address

3 Spring Street
Sydney, NSW
2000

Alerts

Be the first to know and let us send you an email when Stocks Down Under posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stocks Down Under:

Videos

Share

Category