Stake Super SMSF

With the launch of Stake’s self-managed super fund product, Stake Super, Australians are taking back control of their super and investing it in assets they previously haven’t had access to.

Through Stake Super, Australians opting for more control of their super can invest in 8,000+ ASX and U.S. stocks and ETFs, ranging from classic names like Tesla to BHP, as well as cryptocurrencies and more. In fact, many are choosing to use their SMSF to invest in stocks outside of the ASX 200.

Here are the top 5 traded companies SMSFs on Stake are investing in outside of the ASX 200 in order of frequency purchased.

Stake Rank: Stake Name: Stake Ticker: Price:

Market Cap:
1 Sayona Mining SYA $0.18*

$1.5b*

Lithium has been a hot topic on the ASX over the last few years, as investors realised the scale in demand for lithium-based batteries over the next few decades. So, it’s no surprise with its combination of a short and long-term investment thesis, a lithium miner tops our list.

Sayona Mining is an emerging lithium producer with four projects in Canada and two in Australia. Sayona also has one gold and one graphite project in Australia.

While the company is still in the pre-production phase at all of its projects, in January 2021, Piedmont Lithium (ASX and NASDAQ: PLL) acquired 19.9% of Sayona for US$7m.

Piedmont also signed an offtake agreement for 60,000 tonnes per annum (tpa) of spodumene concentrate or 50% of Sayona Québec’s production, whichever is greater for the life of the Canadian Authier Lithium Project.

The company still has a long way to go, but unlike many lithium miners, the path is clear.

Stake Rank:

 Stake Name: Stake Ticker: Price:

Market Cap:
2 Brainchip BRN $1.16*

$2.0b*

BrainChip proves that Australia can compete on the world stage of semiconductor innovation with its neuromorphic processor called Akida.

A neuromorphic processor is a computer chip that attempts to mimic the human brain’s method of processing data, so it should be no surprise that Akida’s development goal is to improve the performance of artificial intelligence (AI).

While we won’t dive into the technical details here, it is important to note that BrainChip still has a ways to go before Akida is fully commercialised. Still, Akida has a lot of research backing it as a cutting-edge chip, well above its peers.

So, where is the risk? In the Annual General Meeting (AGM) on 24 May 2022, the chairman noted that many better technologies lost out to better sales techniques, like BetaMax did when it was sidelined by slick marketing from VHS. From that example, the risk for BrainChip lies in management’s ability to achieve industry adaptation.

Stake Rank:

 Stake Name: Stake Ticker: Price:

Market Cap:
3 Novonix NVX $2.43*

$1.1b*

Sticking with the theme of innovation, Novonix is essentially a diversified battery technology developer.

But before you get the wrong idea, none of Novonix’s current projects involves developing a new battery – rather, the company focuses on battery testing services and equipment that can test all battery types, from the prototype to the fully commercialised.

Novonix is also developing a method of producing high-quality, synthetic graphite in the U.S. called PUREgraphite.

The company has recently declined 78.7% as the market has turned against companies still in the development phase, however investors’ excitement over Novonix product’s potential is understandable in the long run.

Stake Rank:

 Stake Name: Stake Ticker: Price:

Market Cap:

4

 Betashares Crypto Innovators CRYP $2.94* $46.5m*

The only ETF on our top five list, Betashares Crypto Innovators, is a Smart Beta fund.

The focus of this fund is just as the name suggests, companies building cryptocurrency mining equipment, trading venues and other services.

With the list of actively invested companies capped at 50, it currently includes names like Coinbase (NASDAQ: COIN) and Riot Blockchain (NASDAQ: RIOT).

Stake Rank:

 Stake Name: Stake Ticker: Price: Market Cap:

5

 Kogan.com KGN $3.09* $330m*

Kogan.com is an internet-based conglomerate operating mainly through its Kogan Retail arm but has subsidiaries including Mighty Ape and Kogan Mobile Australia.

Kogan.com experienced significant growth during COVID-19 but has suffered from overstocked warehouses and logistics problems squashing margins since 2021.

The market has subsequently punished the stock by cutting its valuation by 89% since its height during the pandemic. However, the company is still kicking, and its long-term metrics like active and Kogan First customers and exclusive products are stronger than ever.

Stake Super SMSF

This article focuses on specific companies, however it is not a recommendation to invest and should not be taken as financial advice.
*Prices taken at 4:06 pm AEST 25/07/2022

This article was developed in collaboration with Stake Super, a Stockhead advertiser at the time of publishing.

This article does not constitute financial product advice. You should consider obtaining independent advice before making any financial decisions.

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