Skip to content Skip to sidebar Skip to footer

Charlie Youlden

508 articles published

QMines (ASX:QML) QIC’s A$15m cheque, a capped royalty, and a clear path to Mt Chalmers DFS

Queensland's critical minerals fund backs Mt Chalmers, the structure is the story QMines Limited (ASX:QML) has secured a A$15 million strategic investment from the QIC Critical Minerals and Battery Technology Fund (QCMBTF), a fund managed by Queensland Investment Corporation. The capital will be split across a A$5 million equity placement at A$0.0523 per share, and…

ByCharlie Youlden4 days ago0Comments

Mining Stocks

Lindian Resources (ASX:LIN) Fixed diesel at US$2.83, Stage 1 edges closer to first production

Fuel locked in, debt-free, and construction on track, Kangankunde is tightening its cost profile There are two things you want to see from a pre-production mining company heading into its first commissioning period. The first is that the money is actually in the bank. The second is that input costs are not going to blow…

ByCharlie Youlden4 days ago0Comments

AI Stocks Tech Stocks Technology

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

Adisyn may have a fix for the Chip Industry's Wiring Problem Think about the wiring inside a computer as an incredibly small highway system, with billions of lanes carrying electrical signals between transistors, the tiny switches that flip between 0 and 1. Today, that wiring is mostly made from copper, which has made sense for…

ByCharlie Youlden5 days ago0Comments

AI Stocks Tech Stocks Technology Uncategorized

NEXTDC (ASX:NXT) Record 667MW Contracted & A$2.2B Capital Plan

S4 hits 71% contracted as utilisation jumps 60% to 667MW NextDC (ASX:NXT) has added 250MW of contracted utilisation, a 60% jump in its total contracted base since December 2025. That tells us demand is now hitting at a much larger scale and appears increasingly tied to the new S4 development now that approvals are in…

ByCharlie Youlden5 days ago0Comments

Mining Stocks

Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m Raise at 30% Premium to Critical Minerals Explorer

Perth mining heavyweight takes a new substantial stake as Narryer targets titanium and rare earths in WA and SA Narryer Metals Limited's (ASX:NYM) A$1.056 million placement is one of the smallest raises you will see on the ASX in dollar terms. But the identity of the lead investor makes it a story worth paying attention…

ByCharlie YouldenApril 17, 20260Comments

Defence Stocks

Eden Innovations (ASX:EDE) A$4m L1 Capital-Backed Raise at 41% VWAP Premium Opens Defence Door

EdenShield launch signals pivot beyond concrete additives as institutional money arrives at market price Eden Innovations Ltd's (ASX:EDE) A$4.05 million placement is not a large capital raise by ASX standards. But two things about this one are worth looking at more carefully than the headline number suggests. The first is the pricing. The placement was done…

ByCharlie YouldenApril 17, 20260Comments

Mining Stocks

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $476M EBITDA

Kasiya goes tier-one Sovereign Metals (ASX:SVM) growth story is starting to come together quickly. First, in March, the company secured a Mitsui & Co offtake agreement for up to 70,000t per year of rutile. A few weeks later, Kasiya upgraded its MRE, with Measured and Indicated rutile resources rising 32% to 16.1Mt and, importantly, delivering its…

ByCharlie YouldenApril 17, 20260Comments

AI Stocks

TSMC’s (NSDQ:TSM) Money Printer, March Revenue $13.1B, Margins Hit 58%

Record Margins, AI Demand Still Accelerating TSMC (NSDQ:TSM) continues to show real pricing power. Demand is clearly accelerating in advanced semiconductor nodes below 7nm, and that is exactly where TSMC’s competitive edge is strongest. Any mega-cap hyperscaler that wants to design its own custom advanced chips still has to go through TSMC to manufacture them,…

ByCharlie YouldenApril 17, 20260Comments

Uncategorized

Building a Resilient Dividend Portfolio on the ASX: Lessons from Changing Interest Rate Environments

For new investors, the Australian Securities Exchange (ASX) is a strong starting point. It’s home to many established companies known for paying consistent dividends, which makes it especially attractive for income-focused strategies. But there’s a catch. Dividend investing isn’t just about picking high-paying stocks and holding them. The broader environment, especially interest rates, plays a…

ByCharlie YouldenApril 17, 20260Comments

Industrials

DGL Group (ASX:DGL) H1 EBITDA slips 5%, but debt and margins improve

DGL Group Lower profits, cleaner balance sheet, and H2 execution now matters most DGL Group’s (ASX:DGL) (ASX:DGL) H1 FY26 results are not going to win a beauty contest at first glance. Revenue fell 5.8% to A$225.2m, underlying EBITDA edged down 5% to A$24.7m, and the statutory net loss after tax landed at negative A$12.8m. On paper,…

ByCharlie YouldenApril 16, 20260Comments

the Kick-ass Multipurpose WordPress Theme

Charlie Youlden

QMines (ASX:QML) QIC’s A$15m cheque, a capped royalty, and a clear path to Mt Chalmers DFS

Lindian Resources (ASX:LIN) Fixed diesel at US$2.83, Stage 1 edges closer to first production

Adisyn (ASX:AI1) Graphene Breakthrough, What Investors Need To Know

NEXTDC (ASX:NXT) Record 667MW Contracted & A$2.2B Capital Plan

Narryer Metals (ASX:NYM) Tim Goyder Backs A$1.06m Raise at 30% Premium to Critical Minerals Explorer

Eden Innovations (ASX:EDE) A$4m L1 Capital-Backed Raise at 41% VWAP Premium Opens Defence Door

Sovereign Metals (ASX:SVM) DFS lands,$2.2B NPV, $476M EBITDA

TSMC’s (NSDQ:TSM) Money Printer, March Revenue $13.1B, Margins Hit 58%

Building a Resilient Dividend Portfolio on the ASX: Lessons from Changing Interest Rate Environments

DGL Group (ASX:DGL) H1 EBITDA slips 5%, but debt and margins improve

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

Add Your Heading Text Here