Stocks Down Under, 3 Spring Street, Sydney (2025)

19/11/2025

Strong Progress for Adisyn as Graphene Chip Foundations Fall Into Place.

Adisyn (ASX:AI1) announced on 17 November that its semiconductor IP arm, 2D Generation, has validated a critical early step in the process of building graphene interconnects inside computer chips.

For investors who may be new to this space, one of the first stages before graphene wires can be patterned onto a chip is preparing the wafer surface. It must be perfectly clean and perfectly smooth.

AI1 confirmed today that its new equipment can now perform this foundation step to the required standard.

Adisyn (ASX: AI1) announced on 17 November that its semiconductor IP arm, 2D Generation, has validated a critical early step in the process

18/11/2025

Pitt Street Research just published a research update on Adisyn (ASX:AI1): Ticking off a crucial development step.

On 17 November 2025 the company announced that its semiconductor IP development subsidiary, 2D Generation (2DG), had successfully validated an important sub-process in the pre-cleaning stage of the larger manufacturing process 2DG is developing for graphene interconnects in semiconductors.

2D Generation is now ready to work on the actual graphene deposition trials 👍 We expect news around this work in the early part of 2026!

Adisyn Ltd. (ASX:AI1) recently acquired Israel-based 2D Generation, which has been researching graphene as a material to connect very small transistors. Graphene has been demonstrated to have a number of very favourable electrical characteristics, even in very narrow linewidths. If it can be used to

18/11/2025

Pitt Street Research just published a research update on dorsaVi (ASX:DVL): Entering the neuromorphic realm

DVL acquired neuromorphic processing-in-memory (PIM) IP from Technion, which puts it in the neuromorphic processing space, one of the fastest-growing segments of the semiconductor industry.

Combined with its existing technologies, we believe this IP could give DVL a seat at the emerging (humanoid) robotics table in due course!

DorsaVi (ASX:DVL) has been operating a Sensor business for many years and recently signed a 5-year deal with the largest chain of physical therapy clinics in the United States with >1,900 clinical sites. Additionally, the company is developing very promising ReRAM IP. From an investor point of vi

18/11/2025

Big news for Metallium...

Metallium Ltd (ASX: MTM) delivered a major step forward today with breakthrough Flash Joule Heating results, a binding ten-year exclusive agreement with New Frontier Minerals (ASX: NFM), and a new royalty and commercialisation pathway that positions the company more firmly in the heavy rare earth value chain.

Metallium (ASX: MTM) delivered a major step forward today with breakthrough Flash Joule Heating results, a binding ten-year exclusive agreement with New

17/11/2025

There’s plenty of ASX oncology biotechs conducting clinical trials, but Prescient Therapeutics (ASX:PTX) is one of the closest to commercialisation 💰💰💰

PTX has just started Phase 2 for T-Cell Lymphoma and successful data here could suffice to appease the FDA without a Phase 3 trial, given the lack of treatment options currently available, but also because of how efficacious it has been shown to be. Success at the current stage would be good news not just for investors😃 but to sufferers of this terrible cancer.

There's plenty of ASX oncology biotechs conducting clinical trials, but Prescient Therapeutics (ASX:PTX) is one of the closest to commercialisation.

17/11/2025

We completed a full breakdown of the IperionX short report.

There are some interesting consensus expectations emerging for IperionX (ASX: IPX). On one side, analysts are projecting strong growth and price momentum, with recent price targets pushing as high as A$9. On the other side, last week released a detailed report that argues for a hard sell on IPX.

There are some interesting consensus expectations emerging for IperionX (ASX: IPX).

13/11/2025

Droneshield (ASX:DRO) had its biggest fall today since 2024 😭

DroneShield (ASX: DRO) experienced a sharp selloff 📉 this morning that had all the signs of a falling knife, with large trading volume moving out in the first twenty minutes.

The catalyst was that CEO Oleg Vornik sold 49.5 million shares today, plus chairman Peter James ($12.4M) and director Jethro Marks ($4.9M) offloads, totaling ~$67M in insider dumping 🧐

DroneShield (ASX: DRO) experienced a sharp selloff this morning that had all the signs of a falling knife, with large trading volume moving out in the first

12/11/2025

dorsaVi Enters US$47bn Neuromorphic Market with Technion IP Acquisition.🚀

DorsaVi (ASX:DVL) shares surged 18% this morning following exciting news that the company has acquired a neuromorphic Process-in-Memory (PIM) intellectual property portfolio from Technion, led by Professor Shahar Kvatinsky, a globally recognised pioneer in neuromorphic hardware.

This acquisition positions DorsaVi at the forefront of one of the most promising frontiers in computing.💸💸

DorsaVi (ASX: DVL) shares surged 18% this morning following exciting news that the company has acquired a neuromorphic Process-in-Memory

07/11/2025

Block (ASX: XYZ) is a name most people recognise even if they don’t realise it, those little white squares you tap your phone on to make a payment or the Cash App you might use to send money.

The stock dropped 10% after posting Q3 Non-GAAP EPS of US$0.54, missing estimates by US$0.14, with revenue coming in roughly US$200M below expectations.

On the surface, that looks concerning, but we think it is more a reflection of short-term volatility than a sign of deeper weakness.

Block (ASX: XYZ) is a name most people recognise even if they don’t realise it, those little white squares you tap your phone on to make a payment

06/11/2025

Droneshield has been an ASX outperformer...

But the stock has now pulled back around 40 percent as both institutional and retail investors lock in profits after a strong run.

However, last week's announcement could mark a turning point.

The company revealed a new A$25 million contract with a government customer in Latin America, its largest order to date.

DroneShield (ASX: DRO) has seen a sharp rise in recent months, but the stock has now pulled back around 40 percent as both institutional and retail investors

05/11/2025

Why is the Market Pulling back?

We’ve been tracking global market sentiment for some time now, and one pattern is becoming increasingly clear:

Australian Investors are reacting less to good news, both in Australia and the US.

That usually signals a shift in psychology.

Optimism has been priced in, and investors are starting to move from excitement to caution.

Australian Investors Should Pay Attention to the US Tech Bubble. Optimism has been priced in, and investors are starting to move from excitement

03/11/2025

Pitt Street Research just published a note on dorsaVi (ASX:DVL), a company with advanced medical sensor technology. DVL also recently licensed very promising ReRAM IP from Nanyang Technological University (NTU) in Singapore 👍

Given the promise of ReRAM, or Resistive RAM, as investors familiar with Weebit Nano (ASX:WBT) 📈 would know, this is an exciting time for DorsaVi. ReRAM’s specific characteristics as an embedded memory and standalone storage solution make it lucrative enough 💰💰💰 as an addition to its existing business. But NTU's ReRAM can potentially unlock many new and much more efficient opportunities across Edge computing and IoT devices in general 😃

We value DVL at $0.22 per share. Key share price catalysts include successful ReRAM development updates, potential collaboration deals with semiconductor companies and additional commercial deals for the clinical Sensor business.

DorsaVi (ASX:DVL) has been operating a Sensor business for many years and recently signed a 5-year deal with the largest chain of physical therapy clinics in the United States with >1,900 clinical sites. Additionally, the company is developing very promising ReRAM IP. From an investor point of vi

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