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Marc Kennis

Marc Kennis is one of the Co-Founders of Stocks Down Under and has been an equities analyst since 1996, predominantly covering Semiconductors, Technology, Consumer Electronics and Medical Equipment. Prior to founding Stocks Down Under, Marc worked for various brokers and banks in the Netherlands, including ING and Rabobank, and co-founded Pitt Street Research in 2016. Marc obtained an MSc in Economics from Tilburg University, Netherlands in 1996 and a postgraduate degree in investment analysis in 2001.

185 articles published Follow:

Technology Uncategorized

Linius Technologies: The video Whizzards

8 December 2020Linius Technologies (ASX:LNU) has been listed on ASX since May 2016 and the share price has seen some high highs and low lows. Specifically, a high of 21 cents back in January 2018 and a low of less than 1 cent during the worst of the Corona Crash in March this year. The…

ByMarc KennisDecember 8, 20200Comments

Mining Stocks Nickel Stocks Resources Uncategorized

Can these ASX nickel stocks party like it’s 1969?

8 December 2020It’s been a good year for nickel, Element 28 on the periodic table. Last Friday the commodity closed at US$16,354.50 a tonne on the London Metals Exchange. Back at the Corona Crash low of 23 March it was only about US$10,800 a tonne. However, it’s not clear yet whether nickel will break the…

ByMarc KennisDecember 8, 20200Comments

Resources Uncategorized

Why diamonds are becoming investors’ best friends…again

4 December 2020On 3 December 2020 in Resources Stocks Down Under we discussed a relatively new company on ASX called Burgundy Diamond Mines (ASX: BDM). Burgundy is exploring for diamonds in Canada and a lot of investors have been taking notice lately because one of Burgundy’s directors is Michael O’Keeffe, the Montreal-based mining executive with…

ByMarc KennisDecember 4, 20200Comments

Technology Uncategorized

Cyber Monday is the new Black Friday

3 December 2020 Every last Friday of November, right after Thanksgiving in the United States, shoppers around the world go nuts on Black Friday sales. Black Friday derived its name from the term “into the black”, which refers to becoming profitable as this has historically been the one day retailors could count on massive sales and…

ByMarc KennisDecember 3, 20200Comments

Iron Ore Stocks Mining Stocks Resources Uncategorized

Our top 5 emerging iron ore plays

2 December 2020One of the more remarkable things to have happened in the commodities world in recent days has been the rise in the iron ore price. Back in early April 2020 it was trading at US$81 a tonne, where ‘it’ was 63.5% Fe iron ore fines with the price of freight included when delivered…

ByMarc KennisDecember 2, 20200Comments

Resources Uncategorized

Copper – the world needs more of it

30 November 2020Times have been good the last eight months or so if you’re a copper producer. Back in late March, during the Corona Crash, copper got down to nearly US$2 a pound on Comex, one of the main futures markets for copper. Since then, the re-rating has been steady and as at late November…

ByMarc KennisNovember 30, 20200Comments

Mining Stocks Oil and Gas Stocks Resources Uncategorized

Oil is making a comeback

27 November 2020Not long ago we joked that Hollywood movie producers wanted to do a remake of the 1987 film Less than Zero, with the US oil benchmark West Texas Intermediate (WTI) replacing the Robert Downey Jr. character from the original film. What we were referring to was that historic day on Monday 20 April…

ByMarc KennisNovember 27, 20200Comments

Technology Uncategorized

Weebit Nano: Firing on all cylinders

27 November 2020Stocks Down Under subscribers will know that we have a soft spot for ASX-listed semiconductor companies. Many of them have developed technologies that we believe have great commercial potential and, importantly, most of them are still not well-understood by the Australian investment public. As a consequence, many of these stocks are still mispriced,…

ByMarc KennisNovember 27, 20200Comments

Life Sciences Uncategorized

Pfizer delivers the goods on a COVID-19 vaccine

10 November 2020One of the reasons investors can be optimistic about 2021 is the speed with which the first of the Covid-19 vaccines delivered Phase 3 data. On Monday 9 November the American pharmaceutical major Pfizer (NYSE: PFE) announced the results of an interim analysis showing that the BNT162b2 vaccine was more than 90% effective…

ByMarc KennisNovember 10, 20200Comments

Large Caps Uncategorized

Bank of Queensland: On the road to recovery

27 October 2020Since our four-star rating back in March, a lot has gone right for the Bank of Queensland (ASX: BOQ). Back then we felt the company had taken too much of a beating when it seemed things were starting to turn around and the FY20 results proved us right. While statutory profit declined 61%…

ByMarc KennisOctober 27, 20200Comments