Joined November 2019
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NOVONIX (ASX:NVX) has placed A$20.7 million with institutional and sophisticated investors at A$0.16 a share, a 33.3% discount to the last close of A$0.24. A non-underwritten share purchase plan at the same price could add another A$3.0 million if eligible retail holders fill it.
stocksdownunder.com/novonix-…
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Metallium (ASX:MTM) has just delivered the operational data point its shareholders have been waiting on for months. The company ran three Flash Joule Heating reactors in parallel for 12 hours at its Texas interim testing facility, hitting 83% availability and roughly 100% utilisation during active operation.
stocksdownunder.com/metalliu…
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Well, it finally happened. After four months of watching oil tankers play dodgems in the Strait of Hormuz, the United States and Iran have shaken hands on a deal to end the 2026 war and reopen the world’s most important plumbing. Brent crude, which spiked above US$140 a barrel back in March, its highest since the Global Financial Crisis, is now slinking back toward US$86 on the back of the Iran peace deal. Peace, it turns out, is terrific for humanity and even better for a portfolio that was positioned correctly. The trouble is, most of us weren’t.
So, let’s talk about what to do now, after the Iran peace deal, because markets have the memory of a goldfish and the patience of a toddler, and the repositioning has already begun.
stocksdownunder.com/iran-pea…
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Oracle Beats Expectations, But the 7% Sell-Off Exposes Bigger Risks...
Following our Q3 FY26 report, which flagged the inflection in cloud infrastructure demand, Oracle’s US$553 billion RPO backlog and accelerating capex build-out, Q4 demonstrates an even stronger growth story but with some cautious red flags. Remaining performance obligations (backlog contracts) reached US$638 billion, while Infrastructure-as-a-Service revenue accelerated 93%.
stocksdownunder.com/oracle-2…
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Drone IPOs have emerged as a hot topic this month.
While semiconductors continue to dominate investor attention, drones are quickly becoming another important technology theme. Boresight has now made its market debut, with shares jumping around 70% on the open after the company raised A$8 million at an implied market capitalisation of approximately A$41 million.
#Boresight #ASX
stocksdownunder.com/boresigh…
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Adisyn (ASX:AI1) recently achieved Milestone 2 under the earn-out structure attached to its acquisition of 2D Generation. The milestone required the company to demonstrate that it could produce graphene reliably at temperatures below 300°C.
This is important because lower-temperature graphene deposition improves the potential for integration into existing semiconductor manufacturing processes.
For investors, the key question is whether Adisyn can continue converting early-stage technical milestones into genuine commercial traction. The drone partnership has added a new layer of excitement, but the larger opportunity still rests on the company’s ability to prove that its graphene technology can scale across the semiconductor industry.
stocksdownunder.com/adisyn-a…
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Stocks Down Under retweeted
Jun 7
Spot on. Labor’s CGT changes are economic self-harm.
This isn’t ‘fairness’ — it’s a direct assault on aspiration, startups, retirees, and productive investment in businesses. Australia already sits in the high side for CGT. Pushing effective rates higher makes us uncompetitive and kills the very capital formation we need for growth.
Say NO to the biggest anti-investment tax grab this century. Grandfather existing assets and incentivise new productive capital instead.
Jun 7
Australia's current CGT rate is high by international standards. To be globally competitive: we need to lower the CGT rate; and NOT INCREASE CGT to 147% above the international average!
Say NO to the biggest tax increase this century in Australia.
Please retweet this message.
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US Markets Overnight saw the semiconductor reckoning we knew might come 😫 Friday's session on 5 June was, to put it gently, a bloodbath for anyone long technology.
The semiconductor selloff that began with Broadcom's guidance disappointment earlier this week escalated into a full-blown rout, erasing more than a trillion dollars in market value from chip stocks alone 📉
stocksdownunder.com/us-marke…
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Stocks Down Under retweeted
@imagionbio (ASX: $IBX) secured FDA IND! It can now commence a Phase 2 trial in MagSense, IBX's imaging agent that can detect cancers with a lower radiation dose and at an earlier stage than competing agents.
Full report here: pittstreetresearch.com/compa… 👍
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There’s a certain kind of federal budget that makes you want to sell everything, buy a one-way ticket to Vanuatu, and live out your days sipping kava on a beach. Labor’s 2026–27 Budget, aka Albo’s CGT grab, is that budget.
But could you run your investment portfolio from a cruise ship to escape Labor's CGT disaster?
#ASX #CGT #cruiseship
stocksdownunder.com/cgt-grab…
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KTEK Aerosystems (ASX: $KTK) has moved from waiting to shipping. The drone components maker announced this morning that its first post-disruption shipment of composite airframe parts has left its European facility, bound for an existing major drone OEM customer. The delivery is worth roughly A$500,000. And the ramp-up is about to start!
stocksdownunder.com/ktek-aer…
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We spoke to Cameron Switzer, CEO of @cannindah Resources (ASX: $CAE), about the company’s Mt Cannindah Copper Project in central Queensland, the great exploration drilling results that are showing up in the breccia, and the high likelihood that an larger resource is obtaining in underlying porphyries.
stocksdownunder.com/video/ca…
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US Markets Overnight welcomed company #8 to the Mag 7😮
Some sessions belong to the giants. This one belonged to the memory guys. While you were asleep, the US session of Tuesday 26 May 2026 served up one of the stranger set-ups of the year: the Nasdaq and the S&P 500 both punched out fresh record closes, the Dow went the other way, and the actual headline act wasn’t any of the Magnificent 7 but @MicronTech (NSDQ: $MU), which gatecrashed the trillion-dollar club after a broker decided its shares were worth roughly three times what it had been saying a week earlier. The stock jumped more than 19% (!), which means it is now worth more than US$1 trillion 😃
#Mag7 #MicronTechnology
stocksdownunder.com/us-marke…
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Stocks Down Under retweeted
May 25
The choice is simple: do we want an Australia that rewards aspiration and investment, or one that taxes them more heavily? We know the answer. Sign 👇 wilsonassetmanagement.com.au…
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Guzman y Gomez Mexican Kitchen (ASX:GYG) has revealed it is giving up on its American dream. Its handful of Chicago restaurants will stop trading with immediate effect, and the Board has accepted that the financial performance simply was not getting to where it needed to be.
stocksdownunder.com/guzman-y…
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Last week the government confirmed what investors had been dreading. From 1 July 2027, the 50% CGT discount that Australians have relied on since 1999 is being torn up. In its place comes inflation-adjusted indexation plus a minimum 30% tax rate on realised capital gains, applying to shares, ETFs, managed funds and investment property alike🤬
Time to leave? Here are 5 great beaches to manage your portfolio from! 😃🌴🧉
stocksdownunder.com/pack-you…
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Stocks Down Under retweeted
$CDT lands Nielle gold project 50km from Barrick's 5Moz Tongon gold mine in northern Côte d'Ivoire
More via @StocksDownUnder $CDT.ax stocksdownunder.com/castle-m…
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In US markets overnight @nvidia dominated the narrative with its quarterly earnings beat, while 10-year yields retreated to give Tech stocks some air 😃
#nvidia #Mag7
stocksdownunder.com/us-marke…
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Since our last coverage, Powerhouse Ventures Limited shares have risen 21% to 14 cents.
Our view was that the company was ripe for a re-rate. Net tangible assets (NTA) were sitting almost 1:1 with the market cap, while funds management and advisory were starting to add a more scalable earnings profile. Essentially, Investors could buy the NTA at fair value and get the advisory and funds management upside for free.
Here is our full analysis: stocksdownunder.com/powerhou…
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