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Charlie Youlden

508 articles published

Telix (ASX:TLX) Could Be A Turnaround Story (Investing for FY26)

Illuccix Still Prints, Gozellix Adds a New Growth Leg Telix saw a small rerate this morning after releasing its full year results, and for us it comes back to two core priorities the company is executing on. First, the imaging business is performing well. Illuccix, its main prostate imaging product, is continuing to show strong growth.…

ByCharlie YouldenFebruary 20, 20260Comments

Tech Stocks Technology

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

Megaport Network Engine Is Working Megaport had a strong half, but there were a few areas in the financials and operating performance that the market may still punish in the near term. What really mattered this half came down to three core things. First, Megaport core network business accelerated. That is the engine of the story, and…

ByCharlie YouldenFebruary 20, 20260Comments

Market news

How Long-Term Returns Are Shaped by Financial Cycles

Investors who think the present will last forever are often humbled by markets. Easy money eras seem to last forever—until they don't. While downturns provide the impression that opportunity has permanently disappeared, booms persuade investors that risk has disappeared. However, history demonstrates that neither extreme is sustainable. The underlying rhythm of financial cycles is what endures.…

ByCharlie YouldenFebruary 20, 20260Comments

Tech Stocks Technology

Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag

The Quality Compounder, With a Margin Reset Under the Hood Sonic Healthcare is one of the ASX 200’s higher quality compounders, and its half year result shows the earnings base is still expanding, even if margin and mix are doing some heavy lifting behind the scenes. Here is a quick snapshot of the standout metrics: EBITDA of…

ByCharlie YouldenFebruary 19, 20260Comments

Tech Stocks Technology

Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?

Zip Co US Growth Story Is Working, Investors Fear the Mix Shift There was a lot of panic selling in Zip Co at the open today, with the share price falling to around $1.90, down 31% after the release of its 1H FY26 result. What makes the reaction interesting is that Zip actually delivered a strong half,…

ByCharlie YouldenFebruary 19, 20260Comments

Tech Stocks Technology

TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

SaaS Plus AI Momentum Drives a FY26 Upgrade TechnologyOne is defying the market’s AI shock narrative. For readers who came across our article on AI and SaaS disruption, you will remember our core point: we believe the market has overstated the impact AI will have on high quality SaaS businesses, especially those with embedded workflows, sticky…

ByCharlie YouldenFebruary 18, 20260Comments

Tech Stocks Technology

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

Hansen Technologies 7% Sales Growth, 46% EBITDA Growth, Execution Tightens Hansen Technologies delivered steady revenue growth, but a sharp uplift in profit, which triggered a re rating this morning as the market reacted to cash acceleration in the latest half. What we like here is that Hansen is starting to demonstrate improving efficiency. You can see…

ByCharlie YouldenFebruary 18, 20260Comments

Consumer Retail Tech Stocks Technology

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

JB Hi-Fi Earnings: The Market Reprices Quality And AI Exposure JB Hi-Fi has seen a strong re rate over the past week, up around 12% following a solid 1H FY26 result which showed it could be an AI winner. At a headline level, its 1H26 result was clean and showed good growth. Group sales came in at…

ByCharlie YouldenFebruary 17, 20260Comments

Tech Stocks Technology

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Testing GPS Free Swarm Tech With NTU Nanoveu today announced it has entered an exclusive evaluation licence with Nanyang Technological University covering four inventions focused on GPS free localisation and coordination methods for drone swarm navigation. For investors, the key point is that this is an evaluation first, with an option to convert into exclusive rights…

ByCharlie YouldenFebruary 17, 20260Comments

Healthcare Stocks

Botanix (ASX:BOT) Down 40% on a $45m Raise, Dilution Shock Hits Hard

A Steep Discount, A Big Dilution, A New Valuation Anchor Botanix started the session with a sharp sell off, falling as much as 40% and printing its lowest level in roughly three years, sliding back to around 6.9c. The key driver was the company’s announcement that it is targeting a A$45m capital raising. The raise is led…

ByCharlie YouldenFebruary 17, 20260Comments

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Charlie Youlden

Telix (ASX:TLX) Could Be A Turnaround Story (Investing for FY26)

Megaport (ASX:MP1) Strong Half, But Statutory Earnings Could Still Get Hit

How Long-Term Returns Are Shaped by Financial Cycles

Sonic Healthcare (ASX:SHL) Still Compounding, Integration Is the Near Term Drag

Zip Co (ASX:ZIP) Down 31% on a Strong Half, What Did the Market See?

TechnologyOne (ASX:TNE) Defying the AI Doom Trade With 18% to 20% PBT Growth

Hansen Technologies (ASX:HSN) Cash Acceleration Is the Story in 1H FY26

JB Hi-Fi Earnings: Good Results and AI Optimism Spark a 12% Re Rate!

Nanoveu (ASX:NVU) NTU Drone Swarm IP, GPS Free Navigation Goes on Trial

Botanix (ASX:BOT) Down 40% on a $45m Raise, Dilution Shock Hits Hard

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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