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Charlie Youlden

508 articles published

Healthcare Stocks Tech Stocks Technology

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Australian Clinical Labs fell 10% today after revenue went slightly backwards, even though underlying profit improved. The key nuance is that management deliberately walked away from low margin collection centres and contracts. That decision can pull revenue down in the short term, but it should lift margins and improve the quality of earnings over time. The sharper…

ByCharlie YouldenFebruary 16, 20260Comments

Market news

Eden Innovations (ASX:EDE) Up 30% on a Debt Free Reset, But Dilution Is the Price

$2.2m Loan Converts, Balance Sheet Clears, Shares Reprice Eden Innovations surged 30% today to 24.5c after announcing it has converted a $2.2m loan into equity for a strategic investor. On top of that, the company said all remaining shareholder loans and unpaid director fees will also be settled in shares, which would leave it debt free. The…

ByCharlie YouldenFebruary 16, 20260Comments

Tech Stocks Technology

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

The Real AI Bottleneck Is Data, Not Models Fortif AI Fortif AI surged 14% to 32c this morning after announcing that its newly acquired business, Nol8, is building an agentic AI data plane. We started writing on Fortif a couple of months ago around its acquisition strategy, and more recently the company delivered its first profitable…

ByCharlie YouldenFebruary 16, 20260Comments

Uncategorized

Austal (ASX:ASB) Investors Jump Ship After US Accounting Shock

Investors Bail, But US Shipbuilding Demand Has Not Austal has seen a sharp price fall after flagging an accounting overstatement in its US business. The company identified that some incentive payments tied to the T ATS program had been recognised by Austal USA “along the way”, using a percentage of completion approach, even though those same…

ByCharlie YouldenFebruary 13, 20260Comments

Blue Chip Stocks Healthcare Stocks

Cochlear (ASX:COH) Down 16% on a Softer Half, What the Market Is Really Pricing

Cochlear had a softer start to its half yearly result, with sales of A$1.1 billion down around 1%. The bigger issue for investors was underlying net profit, which appears to have been the key driver behind the 16% drawdown and the broader selling pressure. Net cash remained solid at A$173 million, although it was down…

ByCharlie YouldenFebruary 13, 20260Comments

Tech Stocks Technology

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

Why WTC Is More Volatile Than Xero and Megaport WiseTech is trading at its cheapest level in five years. And it is not happening in a vacuum. Investors have already felt the bloodbath across SaaS lately. Today alone, WiseTech opened down 15%, while Xero was down 4% and Megaport was down 4%. So the question investors are…

ByCharlie YouldenFebruary 13, 20260Comments

Mining Stocks

New Frontier Minerals (ASX:NFM) The Smart Part of This Deal Is Metallium (ASX:MTM)

Canada Exposure, Metallium Processing, One Thesis New Frontier Minerals has signed a binding option and staged earn in agreement to acquire up to 90% of the Pomme REE-Nb Project in Quebec, roughly 500 km northwest of Montreal. What we like about this move is it adds a Canadian rare earths and niobium asset in a strong…

ByCharlie YouldenFebruary 12, 20260Comments

Healthcare Stocks

Pro Medicus (ASX:PME) Down 16% on a Great Result, Here’s Why

A Premium Multiple Leaves No Room for “Good” Pro Medicus fell 16% despite what, on the surface, looked like an exceptional half yearly result. A lot of investors will be asking the obvious question: how can a company print a strong result and still get sold off that hard? The core principle here is asset pricing.…

ByCharlie YouldenFebruary 12, 20260Comments

Tech Stocks Technology

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

The Market Saw $133m, Not the $285m Story AMP had a sharp fall early this morning, and it felt like the market was laser focused on statutory numbers this reporting season. Statutory NPAT fell 11%, largely because of the size of the below the line items that hit reported profitability. What’s interesting though is the underlying picture…

ByCharlie YouldenFebruary 12, 20260Comments

Mining Stocks

Great Dirt Resources (ASX:GR8) Up 130% on a $1.45m Cornerstoned Raise

Placement Locked In, Sentiment Explodes Great Dirt Resources saw a significant re-rating today, up 130%, after locking in binding agreements to raise $1.446 million via a share placement. The company is issuing 9.3 million shares at $0.155 to raise roughly $1.4 million. Management said demand was strong, with new investors coming in, including Australian high net…

ByCharlie YouldenFebruary 11, 20260Comments

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Charlie Youlden

Australian Clinical Labs (ASX:ACL) The Statutory Hit Spooked Investors

Eden Innovations (ASX:EDE) Up 30% on a Debt Free Reset, But Dilution Is the Price

Fortif AI (ASX:FTI) The Agentic AI “Data Plane” Behind the Models

Austal (ASX:ASB) Investors Jump Ship After US Accounting Shock

Cochlear (ASX:COH) Down 16% on a Softer Half, What the Market Is Really Pricing

WiseTech Global (ASX:WTC) Is The Cheapest Its Been in 5 Years

New Frontier Minerals (ASX:NFM) The Smart Part of This Deal Is Metallium (ASX:MTM)

Pro Medicus (ASX:PME) Down 16% on a Great Result, Here’s Why

AMP (ASX:AMP) Statutory Profit Sank, Underlying Profit Jumped, So Why Did It Fall?

Great Dirt Resources (ASX:GR8) Up 130% on a $1.45m Cornerstoned Raise

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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