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ASX Monitor · Daily Letter

2026-09-11

Covering 190 names · see the watchlist →

Market: median 1d +0.0% · breadth 37.1% advancing across 194 names

Data as of — announcements 2026-09-11 · prices 2026-09-09

New note: Correction: the track-record funnel briefly showed a collapsed baseline →

Read these (0)

Today's announcements worth minutes, not seconds — triaged by deterministic rules (a raise, a result into live flow, quantified materiality). The LLM annotates; it never picks the bucket.

Nothing demands a read today. Quiet tape.

Also worth a skim (4)

Price-sensitive but routine — quarterlies and updates worth a headline-level pass.

  • ASN — Anson Receives $212M Additional Tax Credit from Utah · price-sensitive — skim
  • EMT — Mineral Range Tungsten Project, Drilling Program Update · price-sensitive — skim
  • IVZ — Award of well services contract to SLB for Musuma-1 well · price-sensitive — skim
  • RML — Drill Program Successfully Completed at Horse Heaven · price-sensitive — skim
Skip pile (4) — ownership notices, admin, housekeeping

Collapsed on purpose: ownership notices and admin filings. The flow data already captures what these would tell you.

  • CBA — Ceasing to be a substantial holder for CAR (ownership notice — flow already captures it)
  • CY5 — Becoming a substantial holder (ownership notice — flow already captures it)
  • PDN — Ceasing to be a substantial holder (ownership notice — flow already captures it)
  • SPL — Becoming a substantial holder (ownership notice — flow already captures it)

Pattern tracker

The pre-registered quiet pattern, tallied out-of-sample since 2026-07-03 — every hit counted in public, wins and losses. Small n, on purpose.

The registered quiet-accumulation pattern, tracked out-of-sample since 2026-07-03. The current rule definition and the full scored record live on the track record— the page never restates the rule, so the two can't drift.

0
new today
66
resolved
52%
win rate

n=66, median 5d +1.3%. Out-of-sample receipt only — not a backtest.

full track record →

full tape →

One email per market day. Zero when nothing happened.

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Watchlist — the full universe table

Watchlist

← Today
190 tickers · 13 sectors · prices 2026-09-09

Every tracked name, by sector — price, volume, and who's buying. To add a ticker, request it in Discord.

Copper & Base Metals · 16
TickerLastVol×ADVWho's buying5d price
CDR0.052
4.2×
+36.8%
WIN0.017
3.6×
-5.6%
CBE0.395
1.5×
+0.0%
AW10.040
1.5×
+11.1%
AR10.081
1.1×
+12.5%
CPO0.019
1.0×
+11.8%
AON0.070
0.5×
+4.5%
ALM0.011—+10.0%
BMM0.053—+0.0%
CUF0.055—+10.0%
OM10.013—+0.0%
RAP0.027—+35.0%
RMX0.011—+10.0%
SQX0.046—+0.0%
WC10.019—-5.0%
ZMI0.024—+14.3%
Critical Minerals · 36
TickerLastVol×ADVWho's buying5d price
RNX0.002
121.6×
+0.0%
RML0.053
8.2×
+32.5%
LKY0.062
1.8×
+17.0%
AIS0.525
1.1×
+8.3%
OD60.115
1.0×
+0.0%
RCM0.030
0.7×
-6.3%
WA111.160
0.6×
+1.3%
AT40.058
0.5×
-6.5%
TM10.215
0.5×
+2.4%
LRV1.095
0.4×
+1.4%
MTM0.365
0.4×
+2.8%
G500.470
0.2×
-4.1%
APC0.008—+14.3%
ATT0.007—+0.0%
BUX0.039—+0.0%
CNJ0.009—-10.0%
CPN0.140—+12.0%
DM10.007—-12.5%
EMT0.040—-14.9%
EVR0.037—-7.5%
FNR0.140—+0.0%
GAL0.113—-6.3%
HVY0.350—+1.5%
ILT0.480—+6.7%
ITM0.051—-3.8%
LML0.008—+14.3%
LRD0.014—+0.0%
MML0.013—-7.1%
NME0.015—+7.1%
NPM0.010—+0.0%
NWM0.009—+0.0%
PR10.330—-13.2%
QEM0.016—-5.9%
RDS0.003—+0.0%
SRN0.025—+4.2%
TR20.390—+0.0%
Energy (Oil & Gas) · 8
TickerLastVol×ADVWho's buying5d price
EMP0.088
3.4×
+18.9%
CVN0.110
1.4×
+0.0%
EXR0.076
1.2×
+43.4%
IVZ0.064
0.7×
+1.6%
FDR0.325
0.6×
+4.8%
MAY0.005—+0.0%
QPM0.009—+0.0%
SHE0.011—-8.3%
Financials & Other · 4
TickerLastVol×ADVWho's buying5d price
PPS0.605
1.1×
-2.8%
CBA155.250
1.0×
-2.5%
ECL0.950—+0.0%
NC60.079—+2.6%
Gold & Precious Metals · 42
TickerLastVol×ADVWho's buying5d price
TMX0.004
11.3×
+16.7%
AAJ0.007
6.7×
+16.7%
ZEU0.006
5.4×
+0.0%
DRE0.014
3.9×
+0.0%
MRD0.047
3.9×
+17.5%
GA80.053
3.5×
-3.6%
AAU0.007
2.6×
-30.0%
BC81.040
1.4×
-4.6%
LAC0.365
1.3×
-2.7%
KLI0.270
1.1×
+0.0%
SHN0.043
1.0×
+19.4%
CRS0.083
0.8×
-3.5%
HMG0.245
0.6×
+4.3%
SLS2.580
0.6×
+9.3%
SNM0.565
0.6×
+0.9%
TOR0.225
0.6×
-6.3%
SNX0.130
0.5×
+8.3%
SPD2.050
0.5×
+4.3%
GBR0.095
0.3×
+5.6%
KRR0.082
0.2×
-5.8%
ADD0.040—+0.0%
BSR0.380—+0.0%
BUS0.076—+7.0%
CTO0.017—-5.6%
DAL0.074—+5.7%
GDM0.335—+1.5%
GED0.055—-5.2%
GMN0.070—+6.1%
GNM0.035—+0.0%
IMI0.007—-12.5%
KTA0.007—+0.0%
LSR0.009—+12.5%
MGU0.006—-14.3%
MQR0.005—+25.0%
NXM0.059—-6.3%
OKJ0.040—+0.0%
OR30.074—-7.5%
PNT0.005—+0.0%
QXR0.004—+0.0%
RIE0.018—+5.9%
T3D0.036—+20.0%
WAU0.016—+6.7%
Graphite & Battery Materials · 6
TickerLastVol×ADVWho's buying5d price
SYR0.105
3.4×
-4.5%
TLG0.300
1.7×
+0.0%
NVX0.098
1.2×
-6.7%
EGR0.325—+18.2%
RNU0.057—+0.0%
SGA0.070—-5.4%
Healthcare & Biotech · 20
TickerLastVol×ADVWho's buying5d price
EIQ0.640
18.4×
-50.2%
NUZ0.085
6.4×
+54.5%
ACW0.059
3.8×
+37.2%
IMU0.063
3.0×
-7.3%
AYA4.020
1.7×
-7.6%
VLS2.780
1.4×
+0.7%
ILA0.450
1.3×
+2.3%
EMV1.800
1.2×
+2.6%
SPL0.810
1.1×
+12.5%
4DX3.460
0.7×
+2.1%
CU62.360
0.7×
+4.0%
MSB2.220
0.6×
-6.3%
CUV8.160
0.6×
-1.8%
AVH2.830
0.5×
+1.1%
HLS0.440
0.4×
+2.3%
VFY3.790
0.4×
-7.6%
NEU20.510
0.4×
+2.8%
EYE0.140—+7.7%
MEM0.006—+20.0%
ONE0.175—-12.5%
Iron Ore · 2
TickerLastVol×ADVWho's buying5d price
FMG17.610
0.8×
+6.0%
GRR0.130
0.6×
+0.0%
Lithium · 19
TickerLastVol×ADVWho's buying5d price
SER0.200
2.4×
+29.0%
CY50.180
1.8×
+9.1%
SLM0.074
1.4×
+5.7%
LTR1.210
0.8×
-2.4%
AGY0.034
0.8×
-12.8%
PLS5.010
0.8×
-3.5%
CXO0.375
0.6×
+8.7%
LKE0.044
0.5×
-4.3%
ALR0.048
0.5×
+0.0%
PNN0.170
0.4×
+6.3%
WC80.375
0.2×
-1.3%
GL10.660
0.2×
-8.3%
ASN0.047—-4.1%
AVW0.007—+0.0%
BM80.048—-5.9%
CRR0.007—+16.7%
GT10.016—-5.9%
LNQ0.400—+8.1%
MNE0.130—-18.8%
Rare Earths · 12
TickerLastVol×ADVWho's buying5d price
DTR0.072
2.2×
-19.1%
ARR0.350
0.8×
-1.4%
LIN0.710
0.8×
-7.2%
ARU0.195
0.7×
+2.6%
LYC15.470
0.7×
+2.3%
AKN0.017
0.6×
+6.3%
VMM3.780
0.6×
+7.1%
SGQ0.076
0.5×
-5.0%
ABX0.039—+2.6%
AR30.115—-2.1%
ODE0.021—+0.0%
REE0.012—-7.7%
Tech / AI / Defense · 17
TickerLastVol×ADVWho's buying5d price
EDE0.065
1.2×
-18.8%
WBT3.430
1.1×
-0.9%
NXT12.790
0.9×
+0.5%
BRN0.130
0.5×
+4.0%
14D0.064
0.5×
+6.7%
APX1.030
0.3×
-4.2%
DRO1.730
0.3×
+0.9%
AR90.052—+26.8%
ATV0.013—+0.0%
GCM0.110—+4.8%
GTI0.032—-3.0%
HTG0.007—-12.5%
IOV0.375—-9.6%
NVU0.060—-4.8%
RCL0.060—+1.7%
VPR0.130—+0.0%
XPN0.012—+9.1%
Technology · 1
TickerLastVol×ADVWho's buying5d price
NVQ0.039—+0.0%
Uranium · 7
TickerLastVol×ADVWho's buying5d price
DYM0.550
6.7×
+3.8%
PEN0.300
2.4×
+7.1%
DEV0.230
1.1×
+9.5%
LOT0.230
0.6×
-2.1%
PDN11.730
0.6×
+5.6%
AEE0.115
0.3×
+0.0%
BOA0.070—+7.7%