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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

Telix Pharmaceuticals (ASX:TLX) Through the Commercialisation Chasm

The Market Lost Patience, the Strategy Did Not Telix Pharmaceuticals (ASX:TLX) is one of the more compelling examples of a biotech company pushing through the commercialisation chasm, often the most difficult phase in the sector’s lifecycle. This is the point where companies transition from deep, equity-funded cash burn into sustainable revenue generation, and many fail…

ByCharlie YouldenJanuary 13, 20260Comments

Healthcare Stocks

Imricor Medical (ASX:IMR) FDA Approval Ignites Shares, but the Real Test Starts Now

FDA Approval Is a Big Win, Not the Finish Line Imricor Medical (ASX:IMR) received FDA clearance for its Vision-MR diagnostic catheter, marking the company’s first regulatory approval in the US and a significant milestone in its commercial journey. This approval enables Imricor to begin commercial rollout of the catheter, and the market responded positively, with…

ByCharlie YouldenJanuary 12, 20260Comments

Tech Stocks Technology

How Nuclear Energy Became the World’s Most Feared Energy Source

Why Nuclear Energy Still Scares Us and What Really Went Wrong Many investors may remember periods when nuclear energy captured strong market attention, most notably during the 2006 to 2008 period often referred to as the nuclear renaissance. That phase followed earlier historical peaks, from the atomic age of the 1950s through to the large-scale…

ByCharlie YouldenJanuary 12, 20260Comments

Mining Stocks

Dateline Resources (ASX:DTR) From 60c Highs to Hard Lessons

A Rare Earth Story the Market Loved Then Questioned For investors who have followed Dateline Resources (ASX:DTR), the past year has been anything but smooth. The stock has experienced significant volatility, trading from all time highs near 60c down to lows around 16c, underscoring just how sentiment driven this story has been. A major catalyst during…

ByCharlie YouldenJanuary 12, 20260Comments

Tech Stocks Technology

Light and Wonder Surges 16% as A$190M Settlement Clears Major Legal Overhang

The Legal Overhang Is Gone Light and Wonder (ASX:LNW) saw a sharp and positive market reaction this morning, with the share price surging 16% to around A$180 per share following the full resolution of its long running litigation with Aristocrat. The outcome removes a major overhang that has weighed on investor sentiment, bringing long awaited…

ByCharlie YouldenJanuary 12, 20260Comments

Tech Stocks Technology

Novonix (ASX:NVX) Recharges Investor Hype, Is This Stock a Buy?

Hot Charge or Overcharged? Novonix Soars 34% as Bulls Reconnect Novonix (ASX:NVX) has experienced a sharp sell off in recent months, falling from around A$1.00 in October to approximately A$0.57 today. Like many critical minerals names, sentiment has been weak, but the key trigger for Novonix was the loss of its major supply agreement with…

ByCharlie YouldenJanuary 9, 20260Comments

Healthcare Stocks

Mesoblast (ASX:MSB) Delivers 60% Jump in Ryoncil Sales, Strengthening Commercial Momentum

Mesoblast Lifts on Ryoncil Growth Mesoblast (ASX:MSB) delivered a very strong performance this morning following a positive guidance update for Ryoncil, its cell-based therapy and the only FDA approved treatment for steroid refractory acute graft versus host disease. This is a serious and often life-threatening condition with limited treatment options, which helps explain the growing…

ByCharlie YouldenJanuary 9, 20260Comments

Tech Stocks Technology

Codan (ASX:CDA) Takes Off, 30% Rally on Strong Half-Year Update

Codan Finds Its Signal Over the past week, Codan Limited (ASX:CDA) has surged by around 30%. For a company with a market capitalisation above A$5 billion, this represents a meaningful re rating by the market. Today’s trading update helps explain why. Codan reported group revenue of A$394 million, up 29% on the prior period, indicating that…

ByCharlie YouldenJanuary 9, 20260Comments

Tech Stocks Technology

Anthropic Raising US$10B at US$350B Valuation, Led by GIC and Coatue

Anthropic Raising $10bn at US$350bn valuation Anthropic is completing a US$10 billion funding round at an implied valuation of around US$350 billion, with the raise expected to be led by GIC and Coatue. If confirmed, this would represent a significant step up from valuation levels discussed only a few months ago and highlights the continued…

ByCharlie YouldenJanuary 8, 20260Comments

Tech Stocks Technology

Alcidion (ASX:ALC) Surges 15% After Winning Preferred Supplier Role for A$35M NHS Contract

Alcidion Secures Preferred Supplier Status for Major UK EPR System Worth Over A$35M Alcidion shares rose 15% today following a strong commercial announcement that the company has been selected as the preferred supplier for a new electronic patient record system at University Hospitals Sussex. While the contract has not yet been formally signed, Alcidion has…

ByCharlie YouldenJanuary 8, 20260Comments