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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

Mining Stocks

Cassius Mining (ASX:CMD) The $905m Claim That Just Repriced the Stock

Cassius Mining, What Actually Happened Cassius Mining filed its Reply to Ghana’s Defence Memorial on 31 March 2026 in the international arbitration it is pursuing against the Government of Ghana. At its core, this is a legal dispute over Cassius’ claim that Ghana unlawfully refused to renew its gold prospecting licence in the Talensi District of…

ByCharlie YouldenApril 1, 20260Comments

Mining Stocks

Lindian Resources (ASX:LIN) Oversubscribed $100m Placement De-Risks Kangankunde

Lindian Resources $100m Raise, Stage 1 Now Debt-Free Lindian Resources has just raised A$100M through an institutional placement at 70.5 cents per share, issuing 133.3 million new shares. The raise was managed by Petra Capital as sole lead manager and was described as fully oversubscribed, meaning investor demand exceeded the shares available. That is always…

ByCharlie YouldenApril 1, 20260Comments

Tech Stocks Technology

AML3D (ASX:AL3) A$16.6m H2 Pipeline, First Proof Point Just Landed

AML3D Delivery Done, Cash Unlocks in H2 Investors are moving back into tech stocks today, and AML3D has added to the positive tone by announcing that it has successfully installed and commissioned a large-scale Arcemy X 6700 system at Fastech LLC, a US manufacturer that supplies parts to the defence, aerospace, and industrial sectors. We…

ByCharlie YouldenApril 1, 20260Comments

Tech Stocks Technology

Scarborough timing now matters more than Beaumont for Woodside Energy Group

Woodside Energy Group (ASX: WDS) is nearing first LNG from Scarborough, has just taken operational control of the Beaumont New Ammonia plant in Texas, and is still funding a multi-year slate of major projects. That mix explains the tension in the stock. The underlying asset base is large, cash-generative and long-life, but the near-term reality is…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology

Metallium (MTM) 10-Year Offtake Lands, Now It’s All About Scale

Indium Signs On, the Commercial Loop Just Closed Metallium has signed a 10-year supply offtake agreement with Indium Corporation. An offtake agreement is a pre-agreed sales contract, so Metallium has now locked in a committed buyer for its recovered metals. The deal runs for 10 years with automatic five-year renewals. A few weeks ago, Metallium had…

ByCharlie YouldenMarch 31, 20260Comments

Mining Stocks

West African Resources cash flow is strong but Kiaka ownership clouds valuation

West African Resources (ASX: WAF) owns the Sanbrado Gold Operations, brought Kiaka into first production in June 2025, and has now posted a record year with 300,383oz of gold output, $1.54bn in revenue and $567m in net profit after tax in 2025. That is the core tension in the stock today. On one hand, the business…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology Uncategorized

Mozal shutdown has hurt South32 but Hermosa now drives the valuation

Mozal Aluminium has gone from a producing smelter to care and maintenance, and that single change says a lot about South32 (ASX: S32) right now. On one hand, the company has lost output from an established aluminium asset after failing to secure enough affordable power beyond March 2026. On the other, it still owns a portfolio…

ByCharlie YouldenMarch 31, 20260Comments

Healthcare Stocks Tech Stocks Technology

Sigma Healthcare rerating rests on delivering $100m merger synergies

Sigma Healthcare (ASX: SIG) now turns on one fact above all others: the Chemist Warehouse merger has transformed a low-growth wholesaler into a scaled pharmacy retail and distribution group, and management has already lifted the expected synergy prize to $100m a year by FY29 from $60m. That upgrade, announced in October, was the clearest signal…

ByCharlie YouldenMarch 31, 20260Comments

Market news Tech Stocks Technology

Barossa cash flow now drives the Santos valuation debate

Barossa has now shipped its first LNG cargo through Darwin LNG, Pikka phase 1 is nearing first oil, and Santos (ASX: STO) has just approved a Cooper Basin optimisation project aimed at cutting costs and extending field life. That is the attraction. The tension is that energy prices remain cyclical, major projects still need to ramp…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology

Rio Tinto needs Pilbara cash flow to unlock copper and lithium value

Rio Tinto (ASX: RIO) enters 2026 with two opposing forces in plain sight: the Pilbara iron ore machine is still generating the bulk of cash, but the company is spending heavily to build a broader future through Oyu Tolgoi, Simandou and lithium. That tension matters because investors are trying to judge whether current cyclical pressure…

ByCharlie YouldenMarch 31, 20260Comments