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Charlie Youlden

508 articles published

Market news

AUSTRAC Orders Special Audit of Airwallex What It Signals for Risk Controls

Investors Summary AUSTRAC has ordered Airwallex to undergo a special external audit as part of an investigation into potential compliance failures. The auditor, appointed under section 162 of the Anti Money Laundering and Counter Terrorism Financing Act 2006, will test whether Airwallex is meeting key obligations including an AML and CTF program. …

ByCharlie YouldenJanuary 23, 20260Comments

Market news Tech Stocks Technology

Silver Run Has a Different Engine This Time

Silver Is Becoming the Market’s Second Insurance Policy Over the past year, silver has climbed from around US$29 per ounce to nearly US$96. The last time we wrote about silver it was closer to US$79, so the move has continued to accelerate. In our view, part of this is simply that the market has been…

ByCharlie YouldenJanuary 23, 20260Comments

Tech Stocks Technology

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

From Sell Off to Surge Life360’s Q4 Confirms Operating Momentum Life360 (ASX:360) delivered a very strong Q4 result, and the market reaction has been immediate. After a sharp sell off that dragged the share price down to around A$26, the stock surged roughly 30% today. That move has put Life360 back on investors’ radars, and for…

ByCharlie YouldenJanuary 23, 20260Comments

Market news

Donald Trump Trade Fears Fade, Stocks Jump, Gold Hits Record Highs

Tariff Drama, NATO Talks and a Market Reset in One Volatile Week Markets entered the week on edge after renewed rhetoric from Donald Trump around potential tariffs on several European countries, initially flagged to begin from February 1. However, those concerns eased meaningfully after his meeting with NATO Secretary General Mark Rutte at Davos. Following…

ByCharlie YouldenJanuary 22, 20260Comments

Mining Stocks Tech Stocks Technology

Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders

Critical Metals, Defence Demand and a US-Focused Growth Story For investors looking to uncover opportunities in structurally growing sectors, the reshoring of US manufacturing and the push to secure critical mineral supply chains continue to create meaningful tailwinds. Amaero (ASX:3DA) is emerging as a supplier of high value refractory spherical metal powders, including titanium alloys…

ByCharlie YouldenJanuary 22, 20260Comments

Tech Stocks Technology

Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction

Volumes Surge, Customers Grow, Scale Is the Next Test At a commercial and operational level, and despite the market reaction, we view this as a strong quarterly performance for Metal Powder Works. Customer engagement continued to accelerate, and copper and titanium powder volumes increased by more than 300% as multi-alloy customer programs expanded. In addition,…

ByCharlie YouldenJanuary 21, 20260Comments

Mining Stocks Tech Stocks Technology

Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter

Why the Market Re-Rated This Uranium Update Despite broader market volatility, Paladin delivered a strong operational result, with the share price rising around 10% following the quarterly update. In our view, the move reflects improving execution and growing confidence in the company’s production profile. During the quarter, Paladin produced 1.23 million pounds of uranium and sold…

ByCharlie YouldenJanuary 21, 20260Comments

Tech Stocks Technology

Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale

Funding in Place for the Next Phase of US Expansion Metallium has completed a A$75 million capital raising at A$0.84 per share, led by US-based institutional investors. The placement resulted in the issuance of approximately 89 million new shares and provides the company with the balance sheet strength needed to accelerate its next phase of…

ByCharlie YouldenJanuary 21, 20260Comments

Tech Stocks Technology

Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)

ARR Grew, Sentiment Fell Qoria (ASX: QOR) delivered what we would describe as a reasonably solid quarterly result, yet the market reaction told a very different story. The share price fell around 25% on the day, which tells us expectations were clearly set higher. In this note, we want to unpack what actually happened in…

ByCharlie YouldenJanuary 20, 20260Comments

Tech Stocks Technology

Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips

Funding the Next Chapter of Growth, Not Plugging Holes Nanoveu (ASX:NVU) has raised A$7.5 million through an upsized strategic placement to new and existing institutional investors at A$0.088 per share. From an investor perspective, this capital raise is best viewed as funding for the company’s next phase of execution rather than a balance sheet repair. Importantly,…

ByCharlie YouldenJanuary 20, 20260Comments

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Charlie Youlden

AUSTRAC Orders Special Audit of Airwallex What It Signals for Risk Controls

Silver Run Has a Different Engine This Time

Life360 (ASX:360) User Engine Accelerates Delivering Best Quarter Yet

Donald Trump Trade Fears Fade, Stocks Jump, Gold Hits Record Highs

Amaero (ASX:3DA) Where US Reshoring Meets High-Value Metal Powders

Metal Powder Works (ASX:MPW) Strong Commercial Demand Beneath a Noisy Market Reaction

Paladin Energy (ASX:PDN) Higher Grades Drive a Strong Quarter

Metallium (ASX:MTM) A$75m Raise Funds the Leap to US Commercial Scale

Qoria (ASX:QOR) A 25% Sell-Off Despite Ongoing Growth (What Happened?)

Nanoveu (ASX:NVU) A$7.5m Raise Funds the Next Phase Of Drone Chips

Investing in the Year of the Rat

2020, the Golden Year

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Charlie Youlden

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