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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

Tech Stocks Technology

NEXTDC rerates on 296.8MW order book converting into billings through FY29

NEXTDC (ASX: NXT) has moved sharply higher after a run of announcements that changed how much future capacity investors can reasonably expect the company to monetise. The biggest trigger was the 25 February 2026 half-year result, when contracted utilisation jumped 137% to 416.6MW and the forward order book reached 296.8MW, with that capacity expected to convert…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology

IperionX valuation now hinges on Virginia converting prototypes into repeat orders

IperionX (ASX: IPX) now has its Virginia titanium manufacturing campus online, government funding largely locked in, and a free transfer of about 290 metric tons of titanium scrap to feed current operations. That is the core tension in the stock today. The underlying asset base and strategic position look stronger than they did a year ago,…

ByCharlie YouldenMarch 31, 20260Comments

Mining Stocks

DevEx Resources needs 2026 drill hits to unlock its enlarged uranium footprint

DevEx Resources (ASX: DEV) has spent the past few months reshaping itself around one central asset theme: uranium ground in the Alligator Rivers Uranium Province, anchored by the Nabarlek Uranium Project and enlarged by two tenure deals struck in late 2025. That has come at a time when small-cap resource stocks are still dealing with…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology

Calix valuation turns on Bacchus Marsh revenue from Green360 tolling

Calix (ASX: CXL) has reached an important point because its valuation now rests less on distant decarbonisation promise and more on whether its existing assets can convert into repeatable revenue. The clearest recent example was the 23 March Green360 toll processing agreement, which allows Calix to process up to 30,000 tonnes a year of calcined clay…

ByCharlie YouldenMarch 31, 20260Comments

Tech Stocks Technology

Botanix (ASX: BOT) The Bleeding Has Stopped, Now Comes the Hard Part

Cash Burn Slowing, Execution Risk Rising Botanix announced an important update on its supplier payment terms, which gives investors much better visibility around the company’s cash runway. For many investors following the stock, cash burn has been one of the biggest concerns. That is why the recent placement at 6 cents per share came as such…

ByCharlie YouldenMarch 30, 20260Comments

Market news

The True Economic Cost of a US Iran War

America’s Iran War Bill Is Exploding An Iranian strike, likely involving a drone, appears to have damaged a US E-3 Sentry airborne warning and control aircraft at Prince Sultan Air Base in Saudi Arabia. Reports suggest the hit landed near the radar dome attachment point, which matters because the E-3 is not just a surveillance…

ByCharlie YouldenMarch 30, 20260Comments

Market news

ASX Opens Lower as Houthi Escalation Rekindles War Fears

Bab el-Mandeb Is the Real ASX Market Risk Over the weekend, the Houthis formally entered the current Iran-Israel-US conflict by launching their first direct attacks on Israel since the war began. The group reportedly fired missiles and later carried out a drone strike, saying the attacks were in response to strikes on Iran and allied…

ByCharlie YouldenMarch 30, 20260Comments

Tech Stocks Technology

Atomo Diagnostics (ASX:AT1) Raises A$4m as FebriDx CLIA Waiver Unlocks Pascal Volume Upside

Atomo Diagnostics A$4m Raise Funds Scale-Up as FebriDx US Rollout Accelerates Atomo Diagnostics has just completed a fresh capital raise to fund growth. The company raised A$4M through a A$3M placement and a A$1M share purchase plan. The new shares were issued at 3.3 cents each, which represented a 10% discount to the company’s 15-day moving…

ByCharlie YouldenMarch 30, 20260Comments

Tech Stocks Technology

4DMedical (ASX:4DX) Just Hit A$3.6B, CE Mark Approved, Now the Hard Part Starts

Two Bull Catalysts, One Huge Valuation Question 4DMedical has had two bullish catalysts help push the company to a A$3.6B valuation. We started covering 4DMedical at 25 cents and have now seen it grow from a micro-cap into one of the top ASX performers, with a lot of future expectations now built into the share…

ByCharlie YouldenMarch 27, 20260Comments

Tech Stocks Technology

Weebit Nano (ASX:WBT) Accelerates AI Memory With A$150m Cash

Down After the Raise, But Onsemi & Texas Instruments Are the Real Catalyst Weebit Nano opened below the placement price today, which means the institutions that participated are already sitting in the red. Even so, the company successfully completed a fully underwritten A$80M placement, plus a A$7M Israeli placement, taking total proceeds to A$87M. The company…

ByCharlie YouldenMarch 27, 20260Comments