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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.

984 articles published

Healthcare Stocks

Immutep (ASX:IMM) wins FDA orphan status as efti Phase 2 hits 51.5% endpoint

Rebound gains fuel as FDA orphan tag backs 38-patient efti data Immutep (ASX:IMM) has received FDA orphan drug designation for eftilagimod alfa, or efti, in soft tissue sarcoma. This is not approval to sell the drug yet, but it is still a meaningful regulatory step because it recognises soft tissue sarcoma as a rare cancer…

ByCharlie YouldenApril 15, 20260Comments

Tech Stocks Technology

Telix Pharmaceuticals (ASX:TLX) refinances with US$600m 2031 convert at 1.5% coupon

Raises US$600m in convertible debt, cuts refinancing risk ahead of Pixclara PDUFA Telix Pharmaceuticals (ASX:TLX) is sourcing US$600 million of convertible debt, replacing nearer-dated debt with a longer-dated instrument that reduces refinancing pressure and gives the company more room to stay focused on product launches. What stands out to us is the 1.5% coupon. That is…

ByCharlie YouldenApril 15, 20260Comments

Market news Technology

ASX Gambling & Gaming Stocks: Assessing the Best Investments

The global gambling and gaming market has grown at a remarkable pace over the past decade, with revenues projected to reach $655.31bn in 2026. Revenue is expected to grow at a 2.3% annual rate, resulting in a projected market volume of US$717.06bn by 2030. Australia will contribute significantly to those numbers. The Australian online gambling market…

ByCharlie YouldenApril 14, 20260Comments

Market news

ASX Investor Live: Strait of Hormuz Blockade, Why Geopolitics Is Now Driving ASX Returns

If you are wondering why markets feel unstable again, geopolitics is back in control. In April 2026, the combination of Middle East conflict, rising trade barriers and a more fragile China is no longer background noise. It is directly shaping which ASX stocks win and which ones come under pressure. The most immediate catalyst is the blockade…

ByCharlie YouldenApril 14, 20260Comments

Tech Stocks Technology

IperionX (ASX:IPX) analysts see $9 target, but 2026 is about execution not earnings

GenX scale-up, Titan economics, customer volumes must land Can IperionX (ASX:IPX) really reach the holy grail of titanium manufacturing and emerge as a formidable titanium producer on both the ASX and Nasdaq? Many investors are following the IperionX story, which has ridden a strong wave of momentum after the US push to reshore manufacturing. Titanium remains…

ByCharlie YouldenApril 14, 20260Comments

Tech Stocks Technology

PainChek (ASX:PCK) lands US$5B Sabra REIT, 20,000 beds worth A$1.5m

What PainChek Just Secured PainChek (ASX:PCK) has entered into a Master Services Agreement with Sabra Health Care REIT, a US$5B Nasdaq-listed healthcare property owner. The deal establishes Sabra as a funded distributor of PainChek across its network of 329 facilities in the US and Canada. The agreement runs for 12 months, with an option to terminate…

ByCharlie YouldenApril 14, 20260Comments

Tech Stocks Technology

PointsBet (ASX: PBH) is attempting a turnaround and the market is starting to believe it

PointsBet (ASX: PBH) has spent the past two years unwinding one of the more damaging expansion strategies in the ASX small-cap universe. The push into the United States burned capital, eroded confidence and ultimately forced a full strategic reset. That reset is now largely complete. What matters is what happens next. The share price is beginning…

ByCharlie YouldenApril 14, 20260Comments

Tech Stocks Technology

Monash IVF (ASX:MVF) Soul Patts-led bid jumps 12.5% to 90c, final offer

bid lifted to 90c, board must recommend unanimously Monash IVF (ASX:MVF) has announced a revised takeover bid from a consortium of Genesis Capital and WHSP Holdings, increasing the offer from 80c per share to 90c per share, a 12.5% lift. This comes after the board rejected the November proposal. The revised offer remains open until close…

ByCharlie YouldenApril 13, 20260Comments

Market news

Trump orders Hormuz blockade, 15% supply squeeze risks $100 oil

Hormuz Blockade & What It Means for ASX Investors Trump has ordered a naval blockade of the Strait of Hormuz starting Monday, April 14, after peace talks with Iran collapsed. This follows six weeks of escalating conflict between the US, Iran and Israel. The blockade is expected to target Iranian oil exports and intercept tankers attempting…

ByCharlie YouldenApril 13, 20260Comments

Healthcare Stocks

Telix Pharmaceuticals (ASX:TLX) Regeneron $14b revenue partner, 49m shorts face pressure

$40m Regeneron cheque validates RLS as 49m shorts watch Telix Pharmaceuticals (ASX:TLX) is building momentum after the positive NDA update for Pixclara, its PET imaging agent for glioma, a form of brain cancer. Today, the company added to that momentum by announcing a 50/50 partnership with Regeneron to develop and commercialise a new generation of…

ByCharlie YouldenApril 13, 20260Comments

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Charlie Youlden

Immutep (ASX:IMM) wins FDA orphan status as efti Phase 2 hits 51.5% endpoint

Telix Pharmaceuticals (ASX:TLX) refinances with US$600m 2031 convert at 1.5% coupon

ASX Gambling & Gaming Stocks: Assessing the Best Investments

ASX Investor Live: Strait of Hormuz Blockade, Why Geopolitics Is Now Driving ASX Returns

IperionX (ASX:IPX) analysts see $9 target, but 2026 is about execution not earnings

PainChek (ASX:PCK) lands US$5B Sabra REIT, 20,000 beds worth A$1.5m

PointsBet (ASX: PBH) is attempting a turnaround and the market is starting to believe it

Monash IVF (ASX:MVF) Soul Patts-led bid jumps 12.5% to 90c, final offer

Trump orders Hormuz blockade, 15% supply squeeze risks $100 oil

Telix Pharmaceuticals (ASX:TLX) Regeneron $14b revenue partner, 49m shorts face pressure

Stocks in Spotlight

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

Stocks in Spotlight

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