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Charlie Youlden

Charlie is an Associate Equity Research Analyst covering ASX small caps across technology, mining and industrials.

His investing journey began in 2020 with large-cap US technology stocks, before he went on to complete a Commerce degree in Finance and Marketing at UTS, the Wall Street Prep Financial Modelling course, and Columbia Business School’s Value Investing course.

Charlie’s goal is to make investing clear, digestible and genuinely useful for everyday retail investors, helping them make better decisions with more confidence.

676 articles published

Tech Stocks Technology

DroneShield (ASX:DRO) 15 mega-deals, $750m top ticket, and a surprise CEO change

$2.2b pipeline grows as CEO Oleg Vornik exits unexpectedly DroneShield’s (ASX:DRO) April investor presentation gave us a few reasons to stay constructive. What stood out most was the scale of the opportunity in front of the business. Droneshield now has 15 ongoing deals above $30 million, with the largest deal under negotiation worth $750 million. We…

ByCharlie YouldenApril 9, 20260Comments

Mining Stocks Technology

FireFly Metals (ASX:FFM) Green Bay Prints Another Thick High-Grade Copper Intercept

FireFly Metals 70.8m at 4% Cu Hits, Green Bay Re-Rates FireFly Metals (ASX:FFM) released 49 new drill results today from its underground program at the Green Bay Mining Mine, and they were very strong. The results were strong enough to drive a substantial re-rate in the stock this morning. The headline result was 70.8m at 4%…

ByCharlie YouldenApril 8, 20260Comments

Mining Stocks

Greatland Resources (ASX:GGP) $1.2bn Of Gold Produced In 9 Months, And It’s Still Ramping

$260m Cash Build In One Quarter, Zero Debt Greatland Resources saw a sharp re-rating after delivering a strong production update. In the March quarter, the company produced 82,723 ounces of gold and 4,128 tonnes of copper from its Telfer mine. Across the first three quarters, Greatland has now produced roughly 250,000 ounces of gold. At today’s…

ByCharlie YouldenApril 8, 20260Comments

Tech Stocks Technology

DroneShield (ASX:DRO) Oleg Vornik Steps Down as $77m Cash Receipts Hit a Record

Oleg Vornik Hands Over to Angus Bean After a Record $77m Cash Quarter DroneShield (ASX:DRO) has announced two big leadership exits at the same time as a very strong business update. Oleg Vornik, the CEO, is stepping down after 11 years, and Peter James, the Chairman, is retiring after 10 years. Normally, news like that could…

ByCharlie YouldenApril 8, 20260Comments

Market news

The Liquidity Gap: Why Settlement Speed is the New Alpha for ASX Investors

For decades, the Australian investment landscape was defined by "The Big Four" banks and a handful of mining giants. However, as we move through 2026, a new fundamental metric has emerged that is quietly re-rating the entire ASX: Settlement Agility. We have spent the last quarter tracking how legacy T+2 settlement cycles (Trade plus…

ByCharlie YouldenApril 8, 20260Comments

Tech Stocks Technology

2026 Investments and Betting Market Signals, Trends, Stocks, Volatility

2026 Investments Meet Betting Market Signals Markets do not move in isolation anymore. What shifts in equities often echoes in adjacent spaces, including how attention flows across fast-moving environments like betting platforms such as bizbet . March 2026 offered a clear example: beneath a relatively flat S&P 500, there were record earnings, sector rotation,…

ByCharlie YouldenApril 8, 20260Comments

Uncategorized

Telix Pharmaceuticals (ASX:TLX) A$230m Quarter Puts Guidance Back In Play

Is Telix in Turnaround Mode or Dead-Cat Bounce? The question investors are now asking about Telix pharmaceuticals is whether the company could be a genuine turnaround candidate from its lows around A$8 per share. It does seem like institutions are starting to look at Telix more closely again. After being one of the most shorted stocks…

ByCharlie YouldenApril 7, 20260Comments

Tech Stocks Technology

NextDC (ASX:NXT) Raises A$1B Hybrid with a now A$5.2B War Chest

NextDC Loads Up on Long-Dated Capital NextDC has announced a A$1B hybrid securities offer to help fund the company’s growth strategy and data centre expansion across Australia. These securities sit between traditional debt and equity on the balance sheet. The simplest way to think about them is as a very long-dated loan that NextDC can…

ByCharlie YouldenApril 7, 20260Comments

Tech Stocks Technology

Environmental Clean Technologies (ASX:ECT) Just Doubled Its PFAS Market

Rice Deal Expands From Soil to Water Treatment ECT has expanded its licensing agreement with Rice University to include the right to apply Flash Joule Heating to PFAS-contaminated adsorbents used in water remediation. On the back of that news, the stock surged 28%. The reason investors should pay attention is that this materially expands ECT’s target…

ByCharlie YouldenApril 7, 20260Comments

Uncategorized

The strict separation of digital leisure and finance

The tech industry has spent the last few years obsessed with the concept of the “everything app” for the users. The pitch from developers is almost always the same. They want to merge your social life, your digital entertainment, and your daily banking into one massive unified ecosystem. As seen from both investment and personal finance…

ByCharlie YouldenApril 7, 20260Comments