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Charlie Youlden

508 articles published

IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier

Admin Costs Up 5x, Now Prove the Titanium Scale Up IperionX fell 7% to US$6.50 after releasing its half-year result. The stock has had a volatile year, reaching highs of US$8 before short reports triggered concerns around the growth story. IperionX remains pre-revenue, but the broader story still aligns with the US push to onshore titanium…

ByCharlie YouldenMarch 12, 20260Comments

Uncategorized

ASX Gambling Shares Set to Benefit from New Zealand Casino Reform

While the broader gambling conversation often remains fixated on regulatory pressure facing land-based casinos, a high margin opportunity is emerging in the digital sector. New Zealand has officially confirmed December 1, 2026, as the launch date for its regulated online casino market. With a competitive auction for just 15 licenses set to begin in July…

ByCharlie YouldenMarch 12, 20260Comments

Market news

Oil Shock Puts Two RBA Hikes Back on the Table

Why Rate Hike Bets Just Jumped Australia’s major banks and economists are rapidly repricing their interest rate expectations, with NAB and Westpac now forecasting two rate hikes in March and May. If that plays out, the official cash rate would rise from 3.85% to 4.35%. The main driver behind this shift is the sharp rise in…

ByCharlie YouldenMarch 11, 20260Comments

Mining Stocks

Lynas (ASX:LYC) Japan Just Put a US $550m Floor Under the Story

A 12 Year Price Floor Changes the Earnings Maths Lynas just signed what we see as a very bullish JARE agreement with Japanese industry, and the market responded accordingly, sending the share price up 15%. In our view, this is a structural repricing of Lynas’ revenue base at a time when rare earth demand is…

ByCharlie YouldenMarch 11, 20260Comments

Uncategorized

Crude’s Biggest Drop in Four Years, One Tweet, One Signal, One Chokepoint

Crude Crashes as the War Premium Evaporates Crude oil suffered its biggest one-day drop in four years on Tuesday, with WTI falling 11.9% to US$83.45 a barrel and Brent dropping 11% to US$87.80. Natural gas also moved lower, marking the sharpest single-day percentage loss for both oil benchmarks since March 2022. What are the Best ASX…

ByCharlie YouldenMarch 11, 20260Comments

Tech Stocks Technology

Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out

The Biggest AI Infrastructure Bet Just Got Its First Payoff Oracle surged more than 8% after hours after delivering a Q3 result that, for us, felt like a major proof point. It was the company’s first 20%-plus growth quarter in more than 15 years, suggesting its huge AI and data centre push is finally showing…

ByCharlie YouldenMarch 11, 20260Comments

Uncategorized

Analysts Encourage Investment In British Gambling Stocks Despite Tax Rises

Investment analysts are urging investors to remain confident in British gambling stocks even as the UK prepares to introduce a significant tax increase on online betting operators. From April 1, 2026, the UK government will raise the Remote Gambling Duty on online casino and slot operators from 21% to 40%, a move that has raised concerns…

ByCharlie YouldenMarch 11, 20260Comments

Uncategorized

How Regulated ASX Utilities Keep Dividends Flowing Amid Rate Rises

Regulated utilities on the ASX have stood out in recent years by holding firm on dividends, even as higher interest rates and cost pressures batter other sectors. Companies like APA Group (ASX: APA), Ausgrid, and gas network operators such as Australian Gas Networks have maintained reliable payouts through 2025 and 2026. While banks and property…

ByCharlie YouldenMarch 11, 20260Comments

Mining Stocks Tech Stocks Technology

Metallium (ASX:MTM) The Gator Point Scale Up, Parallel Reactors Are the Test

200g per Tonne Gold Feedstock, Now Prove Throughput Metallium has just given investors a firm update on the development of its Gator Point facility, with the company targeting five core minerals from electronic waste printed circuit boards: gold, copper, silver, gallium, and germanium. In simple terms, this feedstock includes old computer motherboards, server components, and…

ByCharlie YouldenMarch 10, 20260Comments

Market news

Oil Dumps as Trump Signals the War Could End Soon

Oil Pulls Back Hard, But Hormuz Risk Still Sets the Floor The core reason oil prices plunged was that President Trump signalled the U.S.-Israeli military operation against Iran was far ahead of schedule and largely complete. He claimed the campaign had struck 5,000 targets, reduced Iran’s missile capability by 90%, and cut drone launches by…

ByCharlie YouldenMarch 10, 20260Comments

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Charlie Youlden

IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier

ASX Gambling Shares Set to Benefit from New Zealand Casino Reform

Oil Shock Puts Two RBA Hikes Back on the Table

Lynas (ASX:LYC) Japan Just Put a US $550m Floor Under the Story

Crude’s Biggest Drop in Four Years, One Tweet, One Signal, One Chokepoint

Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out

Analysts Encourage Investment In British Gambling Stocks Despite Tax Rises

How Regulated ASX Utilities Keep Dividends Flowing Amid Rate Rises

Metallium (ASX:MTM) The Gator Point Scale Up, Parallel Reactors Are the Test

Oil Dumps as Trump Signals the War Could End Soon

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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