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Marc Kennis

Marc is the co-founder of Stocks Down Under and has 25+ years experience analyzing companies in a range of sectors, including Food & Beverage, Industrials, Technology, Medical Equipment, Telecom and Media. Prior to moving to Australia in 2014, he worked for a number of brokers and banks in The Netherlands, including ING and Rabobank. In 2018, Marc co-founded Pitt Street Research,

170 articles published

Technology Uncategorized

Why ASX chip stocks have been on fire lately

ASX chip stocks are finally taking off big time! Anyone following the ASX-listed Tech sector will know that technology stocks come in many shapes and forms. Software, services, hardware…you name it. And within these subsectors, there is a broad range of different types of companies yet again. Just take software as an example. You’d be…

ByMarc KennisJanuary 17, 20220Comments

Resources Uncategorized

Aston Minerals (ASX: ASO): At the bottom of an attractive 10 cent trading range

One of Tolga’s plays Aston Minerals (ASX:ASO) explores for cobalt, nickel, copper, gold, and silver deposits. Its flagship project is its Edleston Gold Project in the Canadian province of Ontario. What makes this company particularly interesting is that it has Tolga Kumova on its board with more than 11% ownership in the stock. For those…

ByMarc KennisJanuary 17, 20220Comments

Large Caps Uncategorized

A2 Milk (ASX:A2M): New Formula For Success

Got milk? Why we are getting bullish on A2 Milk The dogs of the ASX in 2021 had several names you can instantly think of - Nuix, Crown, AGL and perhaps - the worst of them all - A2 Milk (ASX:A2M). The company is the subject of two class action claims over its consistent downgrades in earnings.…

ByMarc KennisJanuary 15, 20220Comments

Resources Uncategorized

Mount Gibson Iron (ASX: MGX): The share price has some catching up to do

A WA iron ore play Mount Gibson Iron (ASX:MGX) is a Perth-based iron ore miner. The company primarily holds interests in the Extension Hill mine and Shine mine deposit in the Mid-West region of Western Australia. It is also involved in the mining and direct shipment of hematite iron ore at the Koolan Island mine…

ByMarc KennisJanuary 14, 20220Comments

CleanTech Uncategorized

Shortage of AdBlue? Go long DGL Group (ASX:DGL)

DGL Group: AdBlue shortage creates a speculative opportunity on ASX In early December, it emerged that a global shortage in Urea, a main ingredient to produce AdBlue, might bring Australia’s economy to a grinding halt in a matter of weeks. You have probably never heard of AdBlue before, but if Australia runs out of AdBlue…

ByMarc KennisDecember 30, 20210Comments

Large Caps Uncategorized

2 Opportunities in the ASX Utilities Sector

The ASX Utilities sector is coming back in fashion The following image is the weekly chart for the ASX200 Utility index. The pattern shown on the chart is called “Round Bottom” and it is a reversal pattern. Detecting this pattern in a chart is a signal of a shift in the sentiment from bearish into…

ByMarc KennisDecember 24, 20210Comments

Technology Uncategorized

BrainChip (ASX:BRN): Welcome to the revolution!

BrainChip: Welcome to the revolution Imagine a computer chip that can genuinely learn all by itself in a way that is similar to how you and I learn, i.e. by processing sound, vision, touch etc. not as digital ones and zeros, but through neuromorphic processing of these so-called spikes. BrainChip has developed technology that puts…

ByMarc KennisDecember 14, 20210Comments

Technology Uncategorized

Interested in ASX semiconductor stocks? Here’s how to play the semiconductor cycle through the ASX

Interested in semiconductor stocks? Nearly every digital electronic device today is powered by semiconductors, which contain silicon and are critical for creating integrated circuits, also referred to as microchips. Part of the problem is that the return on investment isn't compelling enough to build new foundries—which cost billions of dollars and take years to construct—to…

ByMarc KennisNovember 23, 20210Comments

Gold Stocks Resources Uncategorized

Bitcoin vs Gold

Bitcoin vs Gold: what is the better inflation hedge? In case you hadn’t heard, Australian investors have become excited about the future of Bitcoin and other cryptocurrencies. That’s why, when the BetaShares Crypto Innovators ETF (ASX: CRYP) was launched on Thursday 4 November 2021, demand for shares in this ETF was hot. When you buy this…

ByMarc KennisNovember 7, 20210Comments

Mining Stocks Oil and Gas Stocks Resources Small Caps Stocks Uncategorized

We know it’s not very woke, but we still like oil and gas

Stuart Roberts from Stocks Down Under says he isn't popular at cocktail parties, being a fan of oil. He sees oil easily heading back above $100 a barrel as "that huge sucking sound" is the world demanding oil just as supply is hampered. He says gas projects of all stripes are looking attractive right now…

ByMarc KennisSeptember 29, 20210Comments