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Charlie Youlden

508 articles published

Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?

So what happened with Elsight? This is a company that just delivered a very strong earnings result and, importantly, its first full calendar year of profitability. Yet the stock still fell about 15%. When you see that kind of disconnect, it usually tells you the issue is not the result, it is the price. Elsight has…

ByCharlie YouldenJanuary 30, 20260Comments

Tech Stocks Technology

Microsoft Shares Fall As Investor Fears grow

Microsoft Shares Slide As AI Infrastructure Costs Eclipse The Beat What stood out this week the divergence between the fate of Microsoft shares and Meta shares. Meta rose about 10% after what we would call a mixed quarterly result, while Microsoft fell roughly 10% despite beating expectations on both revenue and earnings. It is a…

ByCharlie YouldenJanuary 30, 20260Comments

Tech Stocks Technology

What The Market Missed In Meta’s Q4, Costs Are Running Hot

Meta Q4 Revenue Beat, Spending Beat It Too Meta was up roughly 10%, pushing the stock to about US$738 per share. The company’s core business remains an advertising cash machine. In FY25, advertising revenue was US$196.2 billion out of total revenue of roughly US$201 billion, about 98% of the group. The segment under the microscope is…

ByCharlie YouldenJanuary 30, 20260Comments

Mining Stocks Tech Stocks

What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%

Iluka Hit by the Worst Mix Higher Capex, Lower Prices, Rising Debt Iluka Resources (ASX:ILU) saw a sharp sell off of around 15%, which is a meaningful move for a business with a market capitalisation of roughly A$2.78 billion. The reaction suggests investors were uneasy about the near term earnings setup and the balance sheet…

ByCharlie YouldenJanuary 29, 20260Comments

Uncategorized

Imricor (ASX:IMR) Re Rates After FDA Clears NorthStar Mapping System

Imricor Wins FDA Clearance for NorthStar and Unlocks US Commercial Market Imricor (ASX:IMR) saw a strong re rating today after announcing that the US FDA has granted clearance for its NorthStar Mapping System. This is a meaningful milestone because NorthStar is the first and only MRI native 3D mapping and guidance system to receive FDA clearance.…

ByCharlie YouldenJanuary 29, 20260Comments

Tech Stocks Technology

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Metallium Under Pressure After Quarterly Update, but the Scale Story Is Still Building Metallium (ASX:MTM) has just released its quarterly results, and there is a lot to unpack. At first glance, it looks like the market may have been hoping for a little more, which helps explain the initial reaction. But when you look through the…

ByCharlie YouldenJanuary 29, 20260Comments

Tech Stocks Technology

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Dorsavi’s ReRAM Strategy Leverages Specialists Across Design and Manufacturing Dorsavi (ASX:DVL) has announced a collaboration with Nanyang Technological University (NTU), as it moves into the next phase of its 22nm ReRAM fabrication and co design program. This matters because NTU is the institute Dorsavi originally acquired the ReRAM IP from, and the company is also…

ByCharlie YouldenJanuary 28, 20260Comments

Tech Stocks Technology

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

Nanoveu Sends Chip Design to Foundry Tape Out Nanoveu (ASX:NVU) reached an important chip manufacturing milestone today, known as the tape out phase. For investors, especially those looking at opportunities in the semiconductor space, this is a key step because it marks the point where a chip design is effectively finalised and sent to the foundry…

ByCharlie YouldenJanuary 27, 20260Comments

Healthcare Stocks Small Caps Stocks

What happened to Botanix (ASX:BOT) and why are investors sweating

From A$0.53 to A$0.118 Botanix Shows How Fast Biotech Narratives Turn Botanix (ASX:BOT) is a clear example of how quickly sentiment can shift in Australian biotech. The share price has been highly volatile, reaching highs of A$0.53 before falling to A$0.118 today, even after the launch of Sofdra. For context, Sofdra is Botanix’s FDA approved treatment…

ByCharlie YouldenJanuary 27, 20260Comments

Tech Stocks Technology

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

DroneShield Delivers Breakout FY25 Growth and Converts It Into Cash DroneShield’s (ASX:DRO) numbers this quarter did not come as a surprise. The company ended the year on a strong note, delivering A$216 million in FY25 revenue, up 277%. In this note, we are going to break down the quarterly result in a clear, objective way. We…

ByCharlie YouldenJanuary 27, 20260Comments

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Charlie Youlden

Why Did Elsight (ASX:ELS) Fall 15% despite 11x revenue growth?

Microsoft Shares Fall As Investor Fears grow

What The Market Missed In Meta’s Q4, Costs Are Running Hot

What Happened to Iluka Resources (ASX:ILU) After Shares Dropped 15%

Imricor (ASX:IMR) Re Rates After FDA Clears NorthStar Mapping System

Metallium (ASX:MTM) Drops 11% on Quarterly Print, but Operational Progress Matters

Dorsavi (ASX:DVL) Partners With NTU to Advance 22nm Foundry Compatible ReRAM Platform

Nanoveu (ASX:NVU) Hits Tape Out Milestone as Chip Moves From Design to Manufacturing

What happened to Botanix (ASX:BOT) and why are investors sweating

DroneShield (ASX:DRO) FY25 A$216m Revenue, Strong Cash, and Rising Defence Demand

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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