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Charlie Youlden

508 articles published

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

AGL Telco Deal Is EPS Accretive, But Dilution Is the Debate Aussie Broadband had a sharp surge this morning, up 20%, after announcing it will acquire AGL Energy Limited’s telco business, described as AGL Telco, including its customers and assets. What comes with this network is a meaningful base of services: 218,000 NBN Co Limited services,…

ByCharlie YouldenFebruary 11, 20260Comments

Uncategorized

CSL Releases 1H26 Results Following CEO Exit Shock And Has More Than Halved in 2 Years! What’s Real vs Noise?

CSL Releases 1H26 Results:A Volatile Print, But Not a Broken Franchise Investors should brace for a bumpy ride with CSL right now. The sudden CEO exit in the final minutes of trading, followed closely by the release of its half-year results, has made this interim season feel a lot more volatile than usual. That said, when you…

ByCharlie YouldenFebruary 11, 20260Comments

Mining Stocks

Amplitude Energy (ASX:AEL) Down 20% After Elanora 1 Misses, Isabella Is the Next Shot

Amplitude Energy The Market Was Positioned for Gas, It Got Water Amplitude Energy (ASX:AEL) saw a sharp sell-off, down around 20%, after updating the market on drilling at the Elanora 1 exploration zone in the offshore Otway Basin. The objective was straightforward. The well was targeting a gas-bearing reservoir known as Waarre A. Operationally, the update was…

ByCharlie YouldenFebruary 10, 20260Comments

Education Tech Stocks

G8 Education (ASX:GEM) Down 15% After a $350m Impairment, What It Really Means

G8 Education This Is Not a Cash Crisis, It’s a Capital Returns Reset G8 Education had a rough session today, sliding about 15% to around 53 cents after the company flagged a large goodwill impairment. The headline number is big. Management is expecting a goodwill impairment of roughly $350 million. The first thing to understand is that…

ByCharlie YouldenFebruary 10, 20260Comments

Uncategorized

Xero (ASX:XRO) 57% Off Highs, Is the “AI Shock” Overdone?

Systems of Record Do Not Get Replaced Overnight A couple of weeks ago, we published an article on Xero (ASX:XRO). It has been a tough year for the stock, now down roughly 57% from its highs and trading around $82. In our view, the sell-off has been driven less by a collapse in the underlying business,…

ByCharlie YouldenFebruary 10, 20260Comments

Mining Stocks

Fortuna Metals (ASX:FUN) The Kasiya Neighbour Trade in Rutile Is Heating Up

Fortuna Metals Rutile in the Shadow of a US$2.3bn PFS Comparable Fortuna Metals (ASX:FUN) has further demonstrated larger-scale rutile mineralisation within its Mkanda Project, which is 1 of 2 projects that sit within the Malwai resource jurisdiction. The company ran a very shallow, first pass drilling program using hand auger holes, and reported only the top…

ByCharlie YouldenFebruary 9, 20260Comments

Uncategorized

Corning (NYSE:GLW) A $6B Meta Deal and a New AI Demand Curve

From iPhone Glass to AI Infrastructure, The Story Has Changed Many investors are starting to take notice of Corning, a 175 year old US company that the market used to think of as a “boring” business. The stock has pushed to new all time highs, marking a major turnaround for a company best known for the…

ByCharlie YouldenFebruary 9, 20260Comments

Tech Stocks Technology

Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks

Not a Takeover, A Partnership Style Deal With Challenger Pepper Money (ASX:PPM) surged 25% at the market open today after speculation circulated about a potential acquisition. Challenger Limited has now responded to the media reports, confirming it is in advanced but incomplete discussions regarding a possible deal involving Pepper Money. Based on what has been discussed so…

ByCharlie YouldenFebruary 9, 20260Comments

Tech Stocks Technology

Amazon (NASDAQ:AMZN) Down 9%, Is Capex Becoming the Story?

14% Sales Growth, 128B Spend, Now What? Amazon has fallen about 9%. While we are holders of the stock, when we look at risk to reward and current market sentiment, the setup feels less attractive than it did. With capex reaching $128 billion, the near term risks look higher than the potential reward, especially given…

ByCharlie YouldenFebruary 6, 20260Comments

Tech Stocks Technology

Tech and AI Stocks Sell Off, This Reckoning Was Always Coming

The Tech and AI Valuation Reality Check When it comes to stock prices, they usually rise when fundamentals and earnings improve. The catch is that markets do not move purely on logic. They are heavily influenced by emotion driven buying and selling, and that can be a double edged sword. In names like Nvidia, Broadcom, Microsoft, and…

ByCharlie YouldenFebruary 6, 20260Comments

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Charlie Youlden

Aussie Broadband (ASX:ABB) Surges 20% on AGL Telco Deal And 1H26 Results! But Is the Devil In the Details?

CSL Releases 1H26 Results Following CEO Exit Shock And Has More Than Halved in 2 Years! What’s Real vs Noise?

Amplitude Energy (ASX:AEL) Down 20% After Elanora 1 Misses, Isabella Is the Next Shot

G8 Education (ASX:GEM) Down 15% After a $350m Impairment, What It Really Means

Xero (ASX:XRO) 57% Off Highs, Is the “AI Shock” Overdone?

Fortuna Metals (ASX:FUN) The Kasiya Neighbour Trade in Rutile Is Heating Up

Corning (NYSE:GLW) A $6B Meta Deal and a New AI Demand Curve

Pepper Money (ASX:PPM) Up 25% as Challenger (ASX:CGF) Confirms Deal Talks

Amazon (NASDAQ:AMZN) Down 9%, Is Capex Becoming the Story?

Tech and AI Stocks Sell Off, This Reckoning Was Always Coming

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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