Charlie Youlden
Sun Silver’s Maverick Springs Is Big Enough. Now It Has to Become Buildable.
Sun Silver Heap leach test work sharpens the Maverick Springs valuation debate Sun Silver (ASX: SS1) investment case now turns…
KGL Lands $300m Wheaton Deal After a 300% Run
KGL Just Secured $300m Without Bank Debt KGL delivered a surprising announcement after the stock surged 30%, securing A$300M in…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
How Google’s “turboquant” caused a mass sell-off in the semiconductor space
The mass sell-off in the semiconductor space The semiconductor sector came under pressure, with Nvidia down 2.4%, AMD falling 5.5%,…
Is 2026 a good year to get into the stock market? Here’s what you should know
The S&P 500 has decreased by 4.95% since the beginning of the year, while the Nasdaq Composite has also been…
Is The Stock Market A Genuine Wealth-Building Tool Or Just A Rigged Game?
Since attacks flared up on February 28, the bitter conflict between the U.S., Israel, and Iran has triggered ripple effects…
Top Robotics ETFS and Stocks To Invest In
As many investors know, robotics is one of the fastest-growing areas in global industry. The value of the industrial robotics…
Weebit Nano’s A$100m Raise, A Big Bet on Turning ReRAM Into Royalties
Weebit Nano Wants A$100m Despite A$82m Cash Weebit Nano is one of those market darling names. Over the past year,…
Ceasefire Hopes Hit Oil, But Iran’s Real Leverage Is Bab al-Mandeb
This Conflict Isn’t Resolved, It’s Repriced We are seeing two things happen at once between the US and Iran, military…
AML3D (ASX:AL3) Wins A$2.6m Sub Contract, Follow-On Order Potential Grows
The US Navy Is Now Paying for Parts, Not Just Printers AML3D has seen a bit of momentum in the…
Trading apps now sit at the centre of UK retail trading and younger users are driving the shift
Britain’s New Retail Investor RationalFX’s latest report points to a major behavioural shift in the UK retail market: trading is…
Hormuz Reopens, But Iran Now Controls Every Ship
Hormuz Reopens, But Iran Now Controls Every Ship Iran had previously closed the Strait after fighting broke out with the…
How to Identify Great Long Term Investments: Best US Stocks to Buy in 2026
The Best Long Term Investments in 2026: Finding the Best Stocks to Buy and Hold for the Long Haul Investing…
Oil Drops 10% as Trump Blinks, But the War Risk Isn’t Gone
The Market Prices a Pause, Not Peace Oil markets had a dramatic session on Monday, with Brent falling below US$100…
Clover Corporation (ASX:CLV) Surges 18% as Margins Explode on a Europe-Led Mix Shift
The Business Model Upgrade Is Working Clover Corporation surged 18% after releasing a very strong half-year result. Revenue reached A$44M,…
Is it time to be greedy in the stock market with gold selling off
It has been a very interesting turn of events in markets year to date, with the volatility index, which is…
DorsaVi (ASX:DVL) V6.5 Upgrade Pushes Intelligence Onto the Sensor
Upgrades FDA-Cleared Sensors, No Device Replacement Needed DorsaVi has today announced its V6.5 Omni Sensor Intelligence upgrade, which is a…
Lark Distilling Company (ASX: LRK) Growth is coming through, but the market is still waiting for proof of conversion
Lark Distilling has spent the past year in a broadly weak trend, reflected in its SELL classification and fragile stability…
Biome Australia (ASX:BIO): Strong fundamentals are not enough, when the chart is breaking down
Strong fundamentals are not enough when the chart is breaking down Biome Australia has drifted into a decisively weak technical…
Brett Blundy buying into weakness as Lovisa’s chart tests conviction
Brett Blundy has always been at his most interesting when the market is uncertain. His latest buying in Lovisa is…
Murray Cod Australia (ASX: MCA) Scaling is working, but the market is still waiting for cash
Scaling is working, but the market is still waiting for cash The share price of Murray Cod Australia has not…
Tesla (NASDAQ:TSLA) Just Announced Terafab, A US$25B Chip Moonshot
Tesla (TSLA) Just Picked the Hardest Industry on Earth…. Semiconductors Elon Musk unveiled Tesla’s Terafab project on the night of…
Amplia (ASX:ATX) Surges 80% After Rare Pancreatic Cancer Responses
Survival Up 2.6 Months, AACR Is the Next Catalyst Amplia Therapeutics released results from its ACCENT Phase 1b trial, sending…
Stagflation Risk Is Back, The 1970s Show Why It Matters
The 1970s Aren’t a Forecast, They’re a Warning The 1970s is a useful reference point because it remains the clearest…
ASX 200 Hits Correction, Bonds Spike, The Oil Shock Is Spreading
This Isn’t Just Geopolitics Anymore, It’s Now a Macro Selloff The ASX 200 has now officially entered correction territory. What…
TMK Energy (ASX:TMK) Spikes After A$6m Raise, Book Heavily Oversubscribed
“Smart Money” Backs the Raise for TMK Energy TMK Energy surged sharply, which stood out given how volatile the broader…
4 out of 5 Oil Shocks Lead to a Recession (The Analyst Forecast)
4 out of 5 oil shocks lead to a recession The ASX has fallen 7.6% since hitting a record high…
The US$200 Oil Scenario That Could Break Markets
If Oil Hits US$200, This Isn’t a Normal Selloff There is a scenario where oil could spike to US$200 a…
Race Oncology (ASX:RAC) Jumps 21% as RC220 Clears Another Safety Milestone
Third Patient Dosed, No Toxicity, Dose Escalation Next Race Oncology(ASX: RAC) rose 21% after successfully dosing its third patient with…
Hormuz Shock Why Oil Spiked and the ASX Got Hit
What happened in the Middle East, sending oil prices higher US and Israeli forces launched joint airstrikes on Iran on…
DroneShield (ASX:DRO) Partners With Robin, Adds 12km 3D Radar to the Stack
The Robin Radar Deal DroneShield surged today after announcing a partnership with Robin Radar Systems aimed at expanding radar interoperability…
China Just Gave Iran a GPS Backdoor
China just helped provide Iran with military GPS systems GPS jamming and spoofing have become a serious feature of the…
Botanix (ASX:BOT) Is Bleeding Cash, Can Sofdra Save It?
Botanix Pharmaceuticals is the definition of a high-risk, high-reward stock. It has been a year of heavy operating cash burn,…
Sovereign Metals (ASX:SVM) Resource Upgrade Lands Days After Tier-One Buyer Interest
Kasiya Gets Bigger and Higher Confidence Sovereign Metals has announced a significant resource upgrade, and it comes just six days…
How digital transformation is reshaping ASX investment opportunities in online entertainment
Digital transformation now stands at the center of value creation in online entertainment, directly impacting the shape and scale of…
RBA Hikes to 4.10%, But the Close Vote Calms Markets
RBA Lifts Rates as Oil Shock Reignites Inflation Fear The Reserve Bank of Australia raised the cash rate by 25…
Our Short Thesis For Nvidia, The Market Isn’t Pricing in the Downside Risk
When Perfection Is Already Priced In Why Nvidia may now have more downside than upside comes down to one thing.…
Nvidia Says US$1T by 2027, Here’s the Hardware Shift It’s Banking On
Nvidia’s US$1T Goal Just Raised the Stakes for Inference Nvidia CEO Jensen Huang has just held the company’s biggest annual…
AML3D (ASX:AL3) Record A$9.9m US Navy Shipbuilder Order Sparks a Rerate
Newport News Doubles Down, Four Arcemy X Systems Ordered AML3D surged today after announcing a A$9.9M contract with the US’s…
How Emerging Technologies Are Creating New Investment Opportunities
The Australian share market has long been defined by its “rocks and stocks” reputation, heavily weighted towards mining giants and…
Telix (ASX:TLX) Pixclara NDA Resubmitted, The FDA Clock Restarts
Pixclara Back With the FDA Telix has resubmitted its NDA to the FDA for Pixclala, its PET imaging agent for…
The Most Shorted ASX Stocks This March
Here are the most shorted ASX stocks in March When a stock has a high short interest, it means a…
Bass Oil (ASX:BAS) $3m Raise Funds Vanessa Gas Deal and Bunian 6 Drill
Capital Raised, Now Execution on Vanessa Starts Bass Oil has completed a A$3M share placement, issuing 47 million shares at…
Lynas (ASX:LYC): US$96m DoD Allocation and a US$110 Floor, The New Baseline
The Most Important Change Is Not Demand, It’s Downside Protection Lynas has had a very strong start to the year,…
Electro Optic Systems (ASX:EOS) US$42m Slinger Order Lands as Defence Demand Heats Up
New Highs, New Contract, But Valuation Is Now the Debate Electro Optic Systems has pushed to new highs on the…
Sovereign Metals (ASX:SVM) Japan Wants Kasiya Rutile, 70,000 tpa Targeted
Kasiya gets a handshake from a Tier One Trading Partner Sovereign Metals surged 10% today after signing a memorandum of…
ASX Set for Another Red Day as Oil Shock Rattles Markets
Oil Above US$100 Has Markets Repricing Risk Fast It looks like there is a strong chance the ASX has another…
Locksley Resources (ASX:LKY) From Ore to 99.5% Antimony, Proof Beats Promises
Locksley 99.5% Purity, The Antimony Story Gets Real Lockley Resources is beginning to show strong signs of progress after successfully…
Oil Jumps Again as Tankers Burn Near Hormuz
14 Ships Hit, Oil Spikes, The Strait Is the Story The US and Israel have now been conducting military strikes…
IperionX (ASX:IPX) Losses Hit US$34m, The Onshoring Bet Gets Pricier
Admin Costs Up 5x, Now Prove the Titanium Scale Up IperionX fell 7% to US$6.50 after releasing its half-year result.…
ASX Gambling Shares Set to Benefit from New Zealand Casino Reform
While the broader gambling conversation often remains fixated on regulatory pressure facing land-based casinos, a high margin opportunity is emerging…
Oil Shock Puts Two RBA Hikes Back on the Table
Why Rate Hike Bets Just Jumped Australia’s major banks and economists are rapidly repricing their interest rate expectations, with NAB…
Lynas (ASX:LYC) Japan Just Put a US $550m Floor Under the Story
A 12 Year Price Floor Changes the Earnings Maths Lynas just signed what we see as a very bullish JARE…
Crude’s Biggest Drop in Four Years, One Tweet, One Signal, One Chokepoint
Crude Crashes as the War Premium Evaporates Crude oil suffered its biggest one-day drop in four years on Tuesday, with…
Oracle (NYSE:ORCL) $553B Backlog, $48B Capex, Now We Find Out
The Biggest AI Infrastructure Bet Just Got Its First Payoff Oracle surged more than 8% after hours after delivering a…
Analysts Encourage Investment In British Gambling Stocks Despite Tax Rises
Investment analysts are urging investors to remain confident in British gambling stocks even as the UK prepares to introduce a…
How Regulated ASX Utilities Keep Dividends Flowing Amid Rate Rises
Regulated utilities on the ASX have stood out in recent years by holding firm on dividends, even as higher interest…
Metallium (ASX:MTM) The Gator Point Scale Up, Parallel Reactors Are the Test
200g per Tonne Gold Feedstock, Now Prove Throughput Metallium has just given investors a firm update on the development of…
Oil Dumps as Trump Signals the War Could End Soon
Oil Pulls Back Hard, But Hormuz Risk Still Sets the Floor The core reason oil prices plunged was that President…
Fortuna Metals (ASX:FUN) Mkanda Delivers High Grade Rutile Zones, 485 Holes Still to Come
First Drilling Hits Kasiya Style Rutile Fortuna Metals is a small ASX-listed miner with exposure to the Mkanda and Kampini…
Telix (ASX:TLX) Green Light to Move Into the Pivotal Phase 3 Study
TLX591-Tx Hits Safety Goals, US Enrollment Now in Sight Telix is developing a new type of cancer treatment for advanced…
Anthropic Draws a Line With the Pentagon
The AI-First Military Agenda with Anthropic The Pentagon is moving aggressively to bring cutting-edge commercial AI into defence work. A…
88 Energy (ASX:88E) Doubles on Alaska Upside, Here’s What’s Driving It
The Market Just Repriced Alaska Exploration Optionality 88 Energy surged 100% today on the back of a corporate presentation that…
Oil Jumps to US$111 as Hormuz Stays Shut, ASX Slides Hard
The Oil Chokepoint Shock Brent crude jumped 20% to US$111 per barrel, while the ASX 200 fell 3%, with companies…
Oil Price Shocks and Their Impact on the Australian Economy
Oil Price Shocks The Hidden Risk in Australia’s Economy For a country that is so rich in resources, it is…
OpenAI Steps Back From In Chat Purchases, Focus Shifts to Discovery
OpenAI Hits a Hard Truth OpenAI looks to be making a strategic U turn. Rather than pushing to make direct…
ASX Has Its Worst Week Since 2022 as Stagflation Fears Hit
ASX Slides 4% for the Week as Oil Jumps and Sentiment Breaks The ASX 200 fell 1.2% to 8,829, taking…
Australia’s Energy Shock, Why Petrol Prices Could Stay High
Australia’s Inflation Problem The critical issue for Australia is that we import roughly 90% of our oil. At the same…
Regener8 Resources (ASX:R8R) Up 100% as Srebrenica North Funding Lands Fast
A Two Part Raise Sparks a 100% Rerate Regener8 Resources had a major rerate today, with the stock surging 100%…
Broadcom (NASDAQ:AVGO) Revenue Up 29%, AI Up 106%, A Strong AI Quarter
Big AI Revenue, Bigger Cash Generation Broadcom had a very strong start to Q1 FY26, with total revenue reaching $19.3…
How CFD Trading Is Adapting to Global Regulatory Shifts in 2026
Something changed how the regulators were looking at the CFD markets, and it didn’t happen overnight. The post-pandemic period has…
Why This Iran War Could Push Oil Above $100
Oil Surged, Defence Stocks Jumped, and the Macro Risk Is Rising Over the weekend, the U.S. and Israel launched strikes…
When to Sell ASX Oil Stocks in a Geopolitical Spike
When to Take Profits as Crude Rallies Cyclical stocks like oil can be some of the hardest to time, especially…
What Is Proprietary Trading and How Do Prop Firms Work?
What Is Proprietary Trading? Proprietary trading – or “prop trading” – is when a financial firm trades stocks, futures, currencies,…
4 Investment Trends Driving Growth in Australia’s Digital Payments Sector
The 2025 AustPost eCommerce report reveals that roughly 9.8 million households made online purchases in 2024, a new record at…
South Korea KOSPI Crashes 7.2% as Samsung and SK Hynix Break the Market’s Back
South Korea’s Chip Rally Just Unwound The South Korean stock market was hit hard on Tuesday, with the KOSPI falling…
Scalare Partners (ASX:SPX) Up 43% on a Huge H1, But It’s an M&A Story Now
Revenue Up 370%, The Market Loves the Tank Stream Labs Deal Scalare Partners Holdings surged 43% today after reporting a…
China’s New Submarines Could Threaten the US From Close to Home
The Undersea Arms Race Is Heating Up Senior U.S. naval officials are starting to sound the alarm over China’s rapidly…
St George Mining (ASX:SGQ) 75% Resource Upgrade, Stock Down 15%, Why?
St George Mining Hits 70.9Mt, The Market Still Wants Confidence St George Mining announced a major resource upgrade at its…
Oil Supply Risk Rises After Iran Drone Attacks Reach Ras Tanura and UK Base in Cyprus
From Battlefield to Oil Chain, Drone Attacks Expand the Conflict Map A British military base at Akrotiri in Cyprus and…
Sunrise Energy Metals (ASX:SRL) A US$120m Scandium Project With a 2 to 3 Year Payback
Sunrise Energy Metals $90m Revenue Potential, Here’s Why the Stock Jumped Sunrise Energy Metals surged 17% today after the company…