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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.

666 articles published

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

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