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Charlie Youlden

508 articles published

Environmental Clean Technologies (ASX:ECT) Just Doubled Its PFAS Market

Rice Deal Expands From Soil to Water Treatment ECT has expanded its licensing agreement with Rice University to include the right to apply Flash Joule Heating to PFAS-contaminated adsorbents used in water remediation. On the back of that news, the stock surged 28%. The reason investors should pay attention is that this materially expands ECT’s target…

ByCharlie YouldenApril 7, 20260Comments

Uncategorized

The strict separation of digital leisure and finance

The tech industry has spent the last few years obsessed with the concept of the “everything app” for the users. The pitch from developers is almost always the same. They want to merge your social life, your digital entertainment, and your daily banking into one massive unified ecosystem. As seen from both investment and personal finance…

ByCharlie YouldenApril 7, 20260Comments

Tech Stocks Technology

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 on a clearer decision problem. What looks stronger is that Maverick Springs appears increasingly capable of supporting a lower-capital heap leach development path for a 539Moz AgEq Nevada resource. What remains at risk is that…

ByCharlie YouldenApril 2, 20260Comments

Mining Stocks

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 financing. It also adds to the sense that capital is starting to flow more freely into the mining sector, especially after other recent raisings such as Lindian’s. The funding commitment came from Wheaton Precious Metals, the…

ByCharlie YouldenApril 2, 20260Comments

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

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Charlie Youlden

Environmental Clean Technologies (ASX:ECT) Just Doubled Its PFAS Market

The strict separation of digital leisure and finance

Sun Silver’s Maverick Springs Is Big Enough. Now It Has to Become Buildable.

KGL Lands $300m Wheaton Deal After a 300% Run

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

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

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

Scarborough timing now matters more than Beaumont for Woodside Energy Group

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

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

Investing in the Year of the Rat

2020, the Golden Year

Market trouble spots to avoid in 2020

Charlie Youlden

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