Weebit Nano (ASX:WBT) signs its biggest customer yet: Interview with CEO

Weebit Nano

Weebit Nano (ASX:WBT) 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…

Read More

Weebit Nano (ASX:WBT) is on track for more commercial deals in 2024

Weebit Nano

  Weebit Nano (ASX:WBT) We spoke with Weebit Nano CEO, Coby Hanoch, about the A$1m in revenues WBT recorded in FY24 and how that is likely to develop going forward. We also talked about the company’s current commercial discussions and when these might translate into deals. Additionally, we spoke about the rise of ReRAM in…

Read More

Our 4 best ASX Technology stocks for 2024

best ASX Technology stocks for 2024

It is time to reveal our 4 best ASX Technology stocks for 2024! With the interest rate hiking cycle over, we think the technology sector is primed to have a good year. But, it is inevitable that some stocks will perform better than others – which ones will outperform?   Our 4 best ASX Technology…

Read More

Our 5 best ASX stocks for 2024

best ASX stocks for 2024

It is nearly the end of 2023, and so it is time to share our best ASX stocks for 2024! In coming to these conclusions we have considered each companies’ resilience to the difficult market conditions, their market opportunities and future potential. Without any further ado, here they are!   Our 5 best ASX stocks…

Read More

The wait for Weebit Nano’s first revenue is over as a massive milestone is achieved!

weebit nano's first revenue

Investors waiting for Weebit Nano’s (ASX:WBT) first revenue need not wait any longer! The ASX‘s most advanced semiconductor developer just announced that it has achieved this milestone.   Weebit Nano’s first revenue WBTis following a licensing model for its ReRAM technology, based on royalties on sales, a figure which could be 1.5-3%, based on industry standards. …

Read More

Weebit Nano (ASX:WBT): A lot is happening at the moment!

Weebit Nano

  Weebit Nano (ASX:WBT) We caught up with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), to talk about the company’s progress with bringing new customers on board, getting to first revenues in 2023 and the massive opportunity for ReRAM going foward. Check out our recent Investor Webinar on WBT here! See the full transcription below.…

Read More

Weebit Nano (ASX:WBT) aims to sign multiple new customers in 2023

Weebit Nano

Weebit Nano (ASX:WBT) We caught up with Weebit Nano (ASX:WBT) CEO Coby Hanoch to talk about WBT’s commercial and technical progress. The company aims to sign multiple new customers this year and also expects to generate maiden revenue in 2023! It also just qualified its ReRAM module at 125 degrees, which opens up the vast…

Read More

Are Semiconductor stocks really so much more volatile than other stocks?

semiconductor stocks

Semiconductor stocks are amongst the most important companies on the market. This is because they produce the components that enable modern technology such as computers, smartphones, and other electronic devices. So they should be stable investments, right? In the long term they are, but not necessarily in the shorter-term.   What are the Best ASX Stocks…

Read More

Weebit Nano’s ReRAM technology is now available to SkyWater customers

Weebit Nano

Weebit Nano’s ReRAM technology (Resistive Random Access Memory) is officially on the shelves, metaphorically speaking. 18 months since Weebit commenced its collaboration with American semiconductor fab SkyWater Technology (NDQ:SKYT), it is available to SkyWater customers.   No time to do stock research, but you still want to invest? Stocks Down Under Concierge gives you timely…

Read More

Investor Webinar 25 January 2023: Our favourite sectors for 2023!

Investor webinar

In this Investor Webinar we discuss:   – A graphite play in Kazachstan: Sarytogan Graphite (ASX:SGA) – Our favourite sectors for 2023. Part 1: Technology.   No time to do stock research, but you still want to invest?   Stocks Down Under Concierge gives you timely BUY and SELL alerts on ASX-listed stocks!   GET…

Read More

Gaining exposure to the booming semiconductor sector through 3 ASX chip stocks

ASX chip stocks

Gaining exposure to the booming semiconductor sector through ASX chip stocks Our own semiconductor analyst Marc Kennis was part of a panel of semiconductor specialists, including senior executives at BluGlass (ASX:BLG), Weebit Nano (ASX:WBT) and Revasum (ASX:RVS), and spoke about investing in ASX chip stocks and the future of the nascent Australian semiconductor industry.  …

Read More

Weebit Nano (ASX: WBT): When technology is about to make money 

Weebit Nano

Weebit Nano (ASX: WBT) has developed a non-volatile memory based on Resistive RAM (ReRAM) technology.   There’s no shortage of articles about Weebit Nano on the Stocks Down Under website to learn about the company and its impressive technology. You can find them by searching the keyword “WBT” on our website and you’ll find enough material…

Read More

Interview with Weebit Nano (ASX:WBT) CEO Coby Hanoch

Weebit Nano

Weebit Nano is kicking goals! We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about the progress WBT is making at SkyWater with the qualification of its ReRAM technology. We also talked about the conversations the company is currently having with prospects and the two choices that chip companies now have if they want…

Read More

Semiconductors are the new geopolitical battleground!

Semiconductors

Semiconductors are the new geopolitical battleground! China is becoming a major threat to Western governments and the semiconductor industry is at the very forefront of this Cold Technology War!  As geopolitical tussles are being fought over the backs of global chip and chip equipment companies, which stocks will benefit? Watch our presentation on the semiconductors…

Read More

Investor Webinar 1 July 2022

Investor Webinar

In this week’s Investor Webinar we talk about: The interview we did with Weebit Nano (ASX:WBT): The final part was particularly interesting! The share market: What to expect in the near to medium term     No time to do stock research, but you still want to invest?   Stocks Down Under Concierge gives you…

Read More

Weebit Nano (ASX:WBT) achieves next milestone

Weebit Nano

Weebit Nano is another step closer to mass production We spoke to Weebit Nano (ASX:WBT) CEO, Coby Hanoch, about the company’s latest milestone. It taped out its ReRAM demo chips at a commercial fab for the first time. We expect this tape-out will make conversations with current and future prospects a lot easier as the…

Read More

3 stocks to buy when Central Banks are in inflation fighting mode

stocks to buy

What stocks to buy when central banks are killing the market vibe? Time was when the de facto European monetary policy was essentially set by the German Central bank, the Bundesbank (BuBa). If German inflation expectations were getting too high in the eyes of the BuBa, it would just increase interest rates with little to…

Read More

Investor Webinar 20 May 2022

Investor Webinar

In this week’s Investor Webinar:   – We launched the first 3 Concierge trades. – What we learned at BioShares 2022 – A catch up with Revasum‘s CEO – All bullish at this year’s Sydney Resources Roundup     You can watch the previous Investor Webinar here

Read More

Weebit Nano (ASX: WBT)

Weebit Nano

Our investment strategy for Weebit Nano (ASX:WBT) – UPDATED 14 September 2023 Our price target is $ 9.54 (was $4.75 and $6.10 previously). Our buy range (per 14 September 2023) is up to $5.00. Use a stop loss at $3.50 (Updated 14 September 2023), or $3.00 for investors with more risk appetite. Disclosure: Stocks Down…

Read More

4DS Memory (ASX:4DS): 3rd time’s a charm for this company!

ASX:4DS

Published 11 April 2022   When 4DS Memory (ASX:4DS) crashed back on 5 November 2021, we explained what was going in this article. In a nutshell, the company had to work out what went wrong with one of its so-called non-platform batches of test wafers before it could move on with integrating its memory technology…

Read More

Investor Webinar 30 March 2022

Investor Webinar

In this week’s Investor Webinar:   – Stuart answers subcriber questions about graphite and Syrah Resources (ASX:SYR) – Our Top Pick Weebit Nano (ASX:WBT) had a very good announcement recently – Why we like Australian Vanadium (ASX:AVL) so much     You can watch the previous Investor Webinar here

Read More

Investor Webinar 2 March 2022

Investor Webinar

Don’t forget to sign up for Meet the CEO – Life Sciences edition Thursday 3 March 10am. Join us in person or online!   To join us in person, sign up here!   To watch online, sign up here!     And in this week’s Investor Webinar we talk about:   – Oil in the…

Read More

Emerging Stocks Down Under 22 February 2022: Weebit Nano (ASX:WBT)

Weebit Nano (ASX:WBT): The best is yet to come In today’s edition of Emerging Stocks Down Under, we look once again at Weebit Nano (ASX:WBT) an Israeli-based semiconductor technology developer. Weebit Nano specialises in a type of computer memory known as Resistive Random Access Memory, or ReRam. Compared to competing technologies, ReRam operates faster but…

Read More

Investor Webinar 22 December 2021

Investor Webinar 22 December 2021

In this week’s Investor Webinar we talk about: – Our new Top Pick RMA Group (ASX:RMY) – Chip news from Revasum (ASX:RVS) and Weebit Nano (ASX:WBT) – An update on Top Pick Costa Group (ASX:CGC)   You can watch last week’s Investor Webinar here

Read More

Weebit Nano versus 4DS Memory

Weebit Nano versus 4DS Memory

Because of the many requests we received, as an exception we have made the Weebit Nano versus 4DS Memory section of our 8 December Investor Webinar available for everyone to watch. Enjoy! See a full transcription below!   Learn more about ASX-listed Semiconductor stocks with Stocks Down Under!   Subscribe to Stocks Down Under today!…

Read More

Investor Webinar 8 December 2021

Weebit Nano versus 4DS Memory

In today’s Investor Webinar: Revasum (ASX:RVS) is back on Marc & Stuart’s Top Pick list Inflation is back with a vengeance New Top Pick 4DS Memory (ASX:4DS) versus Weebit Nano (ASX:WBT) Neuren (ASX:NEU) scored a touch down   You can watch last week’s Investor Webinar here

Read More

Investor Webinar 1 December 2021

Investor Webinar 1 December 2021

This week’s Investor Webinar is entirely dedicated to Marc & Stuart’s Top Picks. The market is skittish because of rising inflation and a new COVID strain. This is affecting many stocks, but we believe we’ve done our homework well and expect our Top Picks to emerge strongly from the current headwind.   You can watch…

Read More

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

ASX Semiconductor stocks

Interested in ASX 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…

Read More

Weebit Nano (ASX:WBT): Interview with CEO Coby Hanoch

Weebit Nano

We spoke with CEO Coby Hanoch about Weebit Nano’s recent capital raise that brought in four Israeli institutional investors, which we believe is a big milestone. Read the full interview transcript below.   Read our original report on WBT here   Weebit Nano will be presenting at the Stocks Down Under Semiconductor Conference on 30 November…

Read More

Why 4DS Memory crashed on Thursday

Semiconductor Wafer

  4DS Memory (ASX:4DS) is a developer of a new memory technology that may someday replace the Flash Memory in your phone and laptop. The technology could potentially also be used in data centres and may even replace some of the DRAM in your computer. The latter is basically the working memory that your computer…

Read More

Investor Webinar 20 October 2021

Investor Webinar 20 October 2021

In today’s webinar: Have you missed the boat on Uranium stocks? Two questions on Weebit Nano from our subscribers Coalseam gas: which companies to play?   You can watch last week’s Investor Webinar here

Read More

Investor Webinar 22 September 2021

Investor Webinar 22 September 2021

Today in the Stocks Down Under’s Investor Webinar we talk about: – What does the Evergrande crisis mean for you? – New research published by our friends at Pitt Street Research: Weebit Nano (ASX:WBT) – Our Uranium calls are moving big time!   Want to know about a specific investment topic? Send us your questions…

Read More

Weebit Nano (ASX:WBT): Interview with CEO Coby Hanoch

Interview with Weebit Nano (ASX:WBT)

Weebit Nano We spoke with Weebit Nano (ASX:WBT) CEO Coby Hanoch about the company’s first commercial deal with US foundry SkyWater Technology. We believe this pivotal deal puts WBT on track for its maiden revenues.   Disclosure: Pitt Street Research directors own shares in Weebit Nano Ltd.   Stocks Down Under … Serious research for the…

Read More

Your guide to investable Australian semiconductor stocks

ASX Semiconductor stocks

Ignore the opportunities in the ASX-listed semiconductor space “at your peril,” according to Marc Kennis from Stocks Down Under. Marc has been analysing the sector since the 1990’s and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano’s (WBT) recent breakthrough and Brainchip’s (BRN)…

Read More

Friday Beers with Marc & Stuart: Weebit Baby!!

Weebit

Friday Beers with Marc & Stuart: Weebit Baby!! 0.29 Weebit Baby!! 3.12 Research out on ECS Botanics (ASX:ECS) 4.46 Conan the Contrarian loves Seven Group (ASX:SVW) 7.51 The Love Doctors help Margot from Maroubra 11.05 Belgian Rainbow beer   Stocks Down Under is about more than just having some fun. It’s about must-have information for…

Read More

Investor Webinar 1 September 2021

Investor Webinar 1 September 2021

In today’s Investor Webinar: – Why are Rare Earths so valuable? – Great news from our Top Pick Weebit Nano (ASX:WBT) – Appen (ASX:APX) is on the way back!   Want to know about a specific investment topic? Send us your questions at contact@stocksdownunder.com    You can watch last week’s Investor Webinar here

Read More

Friday Beers with Marc & Stuart: Lock Down Under

Friday Beers with Marc & Stuart

This week in Friday Beers with Marc & Stuart:   0.28 We’re changing our name to Lock Down Under 1.25 Stormy weather for AfterPay? 5.15 Introducing Stocks Down Under’s Watchlist 6.55 The Love Doctors help Petra from Balgowlah Heights 9.11 Top Pick Weebit Nano is going places 10.46 Groundhog Haze…for Groundhog lockdowns See full transcription…

Read More

Investor Webinar 14 July 2021

Investor Webinar 14 July 2021

This week Marc & Stuart talk about: – YouFoodz (ASX:YFZ) … up 114% in 3 weeks! – Great announcement from Top Pick Weebit Nano (ASX:WBT) – Introducing our new Watch List – 4 opportunities in Digital Health – Why flying billionaires like these 5 nickel stocks   Want to know about a specific investment topic?…

Read More

Investor webinar 30 June 2021

Investor Webinar 30 June 2021

This week Marc & Stuart talk about: – Why Weebit Nano’s technical milestone is so important – How Cyclopharm’s FDA set back presents a big buying opportunity – Why June is often a bad month for investors   Want to know about a specific investment topic? Send us your questions at contact@stocksdownunder.com    You can…

Read More

Weebit Nano (ASX:WBT): Interview with CEO Coby Hanoch

Weebit Nano (ASX:WBT): Interview with CEO Coby Hanoch

We spoke to Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about the integration of an OTS selector with the company’s SiOx ReRAM cell. This massive achievement opens up the large Storage Class Memory market in a few years’ time.   Weebit Nano is also on Marc & Stuarts Top Picks list!   Disclosure: Stocks Down…

Read More

Weebit Nano

Weebit Nano

BUY Date of inclusion: 17 June 2021 Share price on inclusion in Marc & Stuart’s Top Picks: $1.78 52-week range: A$0.20 – A$4.27 Risk Level: Medium   Weebit Nano has been on Marc & Stuart’s Top Picks list before, from 10 March 2021 to 25 March 2021 when we made a 28% return on the…

Read More

Investor Webinar 9 June 2021

Stocks Down Under Investor Webinar 9 June 2021

This week in Stocks Down Under’s weekly investor webinar: – Stock of the week: Ora Banda Mining (ASX:OBM) – Do you like (Bio)Tech? Then invest like a VC! – What the heck is Hedging?   Want to know about a specific investment topic? Send us your questions at contact@stocksdownunder.com    You can watch last week’s…

Read More

Weebit Nano

Date of inclusion: 10 March 2021 Share price on inclusion: $2.04 Date of exclusion: 24 March 2021 Share price on exclusion: $2.61

Read More

Friday Beers with Marc & Stuart: No chip shortage in Sydney

Cannabis Conference

This week in Friday Beers with Marc & Stuart: 0.34   Silica sand (VRX) and African Platinum (ZIM) 3.34    What the global chip shortage means for ASX-listed players 8.40    Conan the Contrarian on Seek (SEK) 12.42   Good stuff out of Marrickville   And our 2nd Cannabis Conference is coming up!   Want to become…

Read More

Investor Webinar 24 February 2021

Investor Webinar 24 02 2021

In today’s Investor Webinar we talk about: – The commodities Super Cycle – What the recent surge in inflation expectations means for Tech valuations – Why diamonds are an investor’s best friend.

Read More

Friday Beers with Marc & Stuart: The one with the Vulcans

Subscribe and Prosper

This week in Friday Beers: 0.33  What’s next for Weebit Nano? 2.04  Our model portfolios are kicking @ss! 3.44  The Love Doctors help out Lisa from Lilyfield 6.17  There’s Vulcans on the starboard bow 8.55  Drink Akashi Mosaic IPA on Australia Day   Want to become a better investor? Let us help you!   Get…

Read More

We spoke with ReRAM player Weebit Nano

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT), about the company’s progress with the embedded ReRAM memory module and the standalone ReRAM device WBT is working on. We also discussed the commercial rollout and the capital raise that WBT recently concluded. The latter has already enabled the company to hire key staff to…

Read More

Investor Webinar 27 November 2020

In today’s investor webinar we talk about the oil market, how we select ASX-listed Technology stocks to invest in, and we break down a much-used valuation metric: EV/EBITDA. All that and more in today’s Stocks Down Under investor webinar.

Read More

Weebit Nano: Firing on all cylinders

27 November 2020 Stocks 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…

Read More

Stocks Down Under 3 August 2020: GPT Group, Karoon Energy, Weebit Nano

GPT Group: Undervalued property play with nice yield Sydney-based GPT Group is a major property company. Since becoming the first ASX-listed property trust in 1971, GPT Group (formerly General Property Trust) has become one of Australia’s largest diversified property groups. It owns a diversified portfolio of retail, office and logistics assets valued at $25.3bn and…

Read More

COVID-19 Special: Weebit Nano (ASX:WBT)

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT) about the impact COVID-19 is having on the business and how WBT’s Chinese partners are actively driving their collaboration, given the opportunities they see for WBT’s technology.

Read More

Weebit Nano (ASX:WBT): Interview with CEO and Chairman

We spoke with Coby Hanoch, CEO of Weebit Nano (ASX:WBT) and Chairman Dadi Perlmutter about the company’s accelerated development of a stand alone (discrete) memory chip for the vast Storage Class Memory space. This accelerated development will sit alongside the ongoing development of a memory module for the embedded memory market. Both applications are based…

Read More