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Charlie Youlden

508 articles published

Oil Supply Risk Rises After Iran Drone Attacks Reach Ras Tanura and UK Base in Cyprus

From Battlefield to Oil Chain, Drone Attacks Expand the Conflict Map A British military base at Akrotiri in Cyprus and Saudi Arabia’s Ras Tanura oil hub were both hit in the latest wave of Iranian-linked drone attacks, and to us that is a clear sign the conflict is becoming more focused on the Middle East’s…

ByCharlie YouldenMarch 3, 20260Comments

Mining Stocks

Sunrise Energy Metals (ASX:SRL) A US$120m Scandium Project With a 2 to 3 Year Payback

Sunrise Energy Metals $90m Revenue Potential, Here’s Why the Stock Jumped Sunrise Energy Metals surged 17% today after the company completed the definitive feasibility study for its scandium project in New South Wales. To us, that is a meaningful step forward because a feasibility study is essentially the project’s commercial blueprint. It lays out the…

ByCharlie YouldenMarch 3, 20260Comments

Uncategorized

Life360 (ASX:360) 95.8m Users, Positive Operating Income, The Setup Changes

Revenue Up 32%, Profit Up Faster, The Market Missed It Life360 has been one of the names caught up in the broader SaaS multiple compression, with the stock falling 55% from its highs. But when you step back and look at the full-year result, the business itself delivered an exceptional 2025. This is a company we…

ByCharlie YouldenMarch 3, 20260Comments

Tech Stocks Technology

The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising

Drone Warfare Is Spreading and Counter Drone Stocks Are Moving Fast It is not just the war in Ukraine where drones are proving to be a high-impact weapons system. Iran has also used large-scale drone attacks across the Gulf to target US bases and critical civilian infrastructure, and that is now reinforcing a much broader…

ByCharlie YouldenMarch 2, 20260Comments

Tech Stocks Technology

Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag

More Firepower for Working Capital and Growth Electro Optic Systems (ASX:EOS) announced today that it now has access to a $100 million credit facility that it can draw down on if and when the business needs additional cash. That distinction is important. This is not an immediate $100 million debt hit that suddenly appears on EOS’s…

ByCharlie YouldenMarch 2, 20260Comments

Market news

Iran War Breaks Out, Oil Risk Spikes, Here’s What Markets Are Watching

Strait of Hormuz Risk Is the Real Oil Story Right Now As many people saw on Saturday morning, the bombing had already begun. The US and Israel said they believed Iran had become an immediate strategic threat, particularly because of its nuclear program and what they described as an imminent security risk. This came after weeks…

ByCharlie YouldenMarch 2, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

WiseTech $1m Insider Buy, The Synergy Curve Is the Thesis WiseTech Global (ASX: WTC) has just given investors a simple signal that can cut through a lot of market noise around the AI apocalypse. CEO Zubin Appoo bought A$1,000,049 worth of shares on market immediately after the company’s trading blackout ended. That timing matters. It means the…

ByCharlie YouldenFebruary 27, 20260Comments

Tech Stocks Technology

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

Jack Dorsey Goes Lean, The Market Pays Up Block shares surged 28% following the announcement that the company intends to reduce staff by up to 40%. While Block broadly met consensus in its fourth-quarter earnings, the real upside catalyst was the guidance. That was the key driver behind the market’s reaction, because investors were not just…

ByCharlie YouldenFebruary 27, 20260Comments

Tech Stocks Technology

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

A $150m to $200m Navy Opportunity, But Execution Comes First AML3D has reported its interim half-year results, and while revenue came in softer, the expanding order book remains the more important signal for investors watching this stock closely. As a company we follow and model, the key focus here is not just what happened this half,…

ByCharlie YouldenFebruary 27, 20260Comments

Market news

Capital Allocation in a Fragmented World, Where Smart Money Is Quietly Moving

Global markets in 2026 feel more fragmented than ever. Inflation has moderated in some regions yet remains sticky in others. Central banks are diverging in policy. Supply chains are no longer purely global, but neither are they fully localized. For investors, this complexity is not a reason to retreat — it is a signal to…

ByCharlie YouldenFebruary 27, 20260Comments

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Charlie Youlden

Oil Supply Risk Rises After Iran Drone Attacks Reach Ras Tanura and UK Base in Cyprus

Sunrise Energy Metals (ASX:SRL) A US$120m Scandium Project With a 2 to 3 Year Payback

Life360 (ASX:360) 95.8m Users, Positive Operating Income, The Setup Changes

The Iran Gulf Drone Threat Is Real and Counter Drone Demand Is Rising

Electro Optic Systems (ASX:EOS) $100m Facility Secured, But at a 14.75% Price Tag

Iran War Breaks Out, Oil Risk Spikes, Here’s What Markets Are Watching

WiseTech Global (ASX:WTC) CEO Buys $1m of Shares, Here’s What It Signals

Block (ASX:XYZ) Up 28% as a 40% Headcount Cut Rewrites the Earnings Outlook

AML3D (ASX:AL3): Order Book at $16.5m, The Growth Runway Stays Intact

Capital Allocation in a Fragmented World, Where Smart Money Is Quietly Moving

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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