Stocks Down Under

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/capitalgainsta…

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-gomez…

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-your-bags…

$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-mineral…

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-markets-ove…

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/powerhouse-asx…

We just published a research update on @dorsavi (ASX: $DVL): DVL hits the road toward 22nm ReRAM as it has just cleared what is probably the single largest de-risking event hanging over its ReRAM program to date! We reiterate our 22 cent/share valuation. pittstreetresearch.com/company/dorsav…

We just published a research update on @g360tech Technologies (ASX: $GT3). GT3 has delivered on securing offtake agreements for Eco-Clay, formalising toll-treatment arrangements, and continuing revenue growth from Pittong😃 Read the full report: pittstreetresearch.com/company/green3…

KTEK Aerosystems (ASX: $KTK) has listed on the ASX at a time when investor appetite for drone and defence names remains strong. Just look at @DroneShield, @elsight and @aussie_eos. In this market, it almost feels like putting “drone” in the description is enough to send a stock higher. And indeed, KTEK’s share price doubled on its first day of trading! stocksdownunder.com/ktek-aerosyste…

We spoke to Mathew Regan, Group CEO of @dorsavi (ASX: $DVL), about DVL’s announcement that 3 ReRAM material stacks have successfully passed BEOL compatibility testing, which is a very big deal for the company’s ambitions in the ReRAM space. We talked about the specifics of the technology and why this matters so much. And we discussed the development roadmap for DorsaVi from here on out, including for neuromorphic processing and In-Memory Compute. stocksdownunder.com/video/dorsavi-…

The Philadelphia Semiconductor Index, better known as the SOX, hit 12,000 points on 13 May 2026. Year-to-date, the index is up roughly 69%. The top ten performers in the Nasdaq have more than doubled year-to-date! 📈 The price moves of the last few weeks produce a very specific kind of déjà vu, somewhere between professional fascination and mild nausea 😯 stocksdownunder.com/semiconductor-…

We just published a note on @fortunametals (ASX: $FUN). Fortuna has the Mkanda and Kampini rutile and graphite projects, directly adjacent to @sovereignmetals (ASX: $SVM) Kasiya deposit, the world’s largest natural rutile resource😃 pittstreetresearch.com/company/fortun…

Growth story remains strong, but governance risk now sits front and centre DroneShield Limited (ASX:DRO) has given investors a short announcement with a long shadow. Investors who followed DroneShield around November may remember the company’s accidental double counting of revenue in its announcements. stocksdownunder.com/droneshield-as…

@4DSMemoryLtd (ASX: $4DS) may get a second chance at commercialising its ReRAM IP, albeit not at the advanced node it originally was aiming for. The company will be taking its ReRAM IP to India to hopefully roll it out at 60nm, well above the original 20nm target. While not ideal, at least the tech gets another chance...and 4DS investors too. #4dsmemory #4DS #RERAM #ASX stocksdownunder.com/4ds-memory-at-…

Is @Block now a buy after five straight quarters of gross profit growth? Block (ASX:XYZ) is a company we have been covering for some time, and the latest result gives investors a stronger case to revisit the stock. The share price rose 5% after Block delivered US$2.9 billion in gross profit, with Q1 marking a clear step-up in profitability. stocksdownunder.com/block-asxxyz/

We just published a research update on @WeebitNano (ASX: $WBT): Gearing up for the royalty gold rush! Valuation increased to $10.20 (was $9.74). #WeebitNano #ASX #RERAM pittstreetresearch.com/company/weebit…

CSL Limited (ASX:CSL) has done what new leadership at troubled blue chips usually does. Interim CEO Gordon Naylor used his 90-day review to clear the decks, cut FY26 guidance and flag roughly US$5 billion in additional non-cash pre-tax impairments across FY26 and FY27. Here is our full analysis: stocksdownunder.com/csl-limited-as…