📊 26 May 2026 (Tue) — Daily Brief

Generated 2026-05-26 21:09 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 45 watchlist match(es) · 18 price-sensitive

• KLI — Change in substantial holding · 18:53 · link
• KLI — Ceasing to be a substantial holder x 2 · 18:53 · link
• LOT — Change in substantial holding · 18:03 · link
• ARU — Becoming a substantial holder · 17:46 · link
• PEN — Notice of Initial Substantial Holding from SOL · 17:40 · link
• 4DX — Ceasing to be a substantial holder · 17:10 · link
• HLS — Becoming a substantial holder from MQG · 17:09 · link
• WIN — High-Grade Princess Royal Results Confirm Acquisition Upside · WIN · link (only seen on asxdotcom)
• GT1 — DFS Update & Additional Critical Mineral Streams Identified · GT1 · link (only seen on asxdotcom)
• VPR — 4D Delta WA Goldfields Alliance · VPR · link (only seen on asxdotcom)
• EIQ — $762k R&D Tax Incentive Received · EIQ · link (only seen on asxdotcom)
• GNM — Significant Expansion of Iron Butte Gold-Silver Project · GNM · link (only seen on asxdotcom)
• SLM — Drilling To Commence At Brazil Lithium Project · SLM · link (only seen on asxdotcom)
• VMM — Viridis Achieves First MREC Product at Colossus · VMM · link (only seen on asxdotcom)
• CRR — Gold Confirmed at Devils Creek & New Target at Lammerlaw NZ · CRR · link (only seen on asxdotcom)
• AT4 — Tennessee Mountain Tungsten Sampling Defines Drill Targets · AT4 · link (only seen on asxdotcom)
• IMI — Victorian Mobilisation at Walhalla Project · IMI · link (only seen on asxdotcom)
• TMX — IP Survey Expanded to Test Paradise City, Hurley & T17 · TMX · link (only seen on asxdotcom)

⚠️ Source disagreement (verify these)

Tickers seen on one source but not the other(s). If a source consistently has fewer matches over multiple days, its parser may need updating.

• Only on asxdotcom: AAU, AT4, ATT, CBE, CRR, EIQ, EXR, GNM, GT1, IMI, IMU, MML, NVQ, NWM, QPM, RAP, SLM, SRN, TMX, VMM, VPR, WBT, WIN

📊 Per-source counts

• hotcopper: 99 total, 17 watchlist match(es)
• asxdotcom: 429 total, 46 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

27 announcement(s) across 20 ticker(s): AAU, ABX, AT4, ATT, AVW, CBE, DTR, EIQ, EXR, IMU, LRV, MML, NVQ, NWM, OD6, OM1, QPM, RAP, SRN, WBT

📊 Volume × Flow (yesterday's session vs T-3 broker tape)

Volume: yfinance (2026-05-25) · Flow: Market Lens (live, 2026-05-21)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-05-21 (T-3) vs each name's own trailing baseline · 25 spike(s) out of 80 institutional name(s).

• HLS 🔥 Flow spike (≥2.5× baseline) 2.7× · today $449k vs base $164k (5 sess)
  • 🔐 Free-float: net-bought 2852228.57% of tradeable register today · Top-20 98% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -1.4% · 20d -34.6% · 66% off high · RSI 30
  • 🧠 Why: # HLS Accumulation Analysis

Most likely reason: Macquarie Group (MQG) appears to be actively trading around a substantial holder threshold rather than signalling a fundamental conviction accumulation—the rapid flip-flopping between becoming/ceasing substantial holder status (5 announcements in 7 days) suggests tactical positioning or index-rebalancing activity, not strategic buying. However, the 2.7x spike in institutional flow today (26 May, when MQG again became substantial) combined with the extreme share register tightness (98.3% held by top 20, only 1.7% free float) means any material buyer is forced to accumulate via block trades or off-market, magnifying apparent institutional demand.

Biggest risk to this read: The stock is in a brutal downtrend (-65% from 252d high, RSI 30.3) on what appears to be fundamental deterioration, not technical consolidation. If MQG's rapid holder-status changes reflect exit activity disguised by threshold mechanics rather than entry, today's spike could simply be T-3 delayed reporting of liquidation blocks—meaning the institution is actually leaving, not accumulating. The illiquid register masks whether this flow is genuine demand or forced selling mechanics in a crashing stock.

• ACW 🔁 Flow reversal (seller → buyer) · today $153k vs base -$24k (5 sess)
  • 🔐 Free-float: net-bought 8.13% of tradeable register today · Top-20 76% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d +8.3% · 20d -11.4% · 44% off high · RSI 32 · 3d up
  • 🧠 Why: # ACW Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into a deeply oversold, illiquid asset (RSI 14 at 31.8, down 44% from 252-day high, only 23.5% free float) with a tight register, likely positioning for a mean-reversion bounce or anticipating a catalyst that hasn't yet been publicly disclosed—the €152.5k net buy reversal today is materially above the -€23.8k baseline despite zero announced triggers. The narrow free float (top 20 holders control 76.5%) amplifies the impact of institutional buying on price discovery.

Biggest Risk to This Read: The 20-day downtrend (-11.4%) and absence of any disclosed catalyst raises the possibility that institutions are accumulating on stale or private information that fails to materialize, or worse, that they're being misread as contrarian buyers when they're actually rebalancing into an illiquid position that will struggle to find exit depth. Illiquidity cuts both ways.

• RML 🔁 Flow reversal (seller → buyer) · today $215k vs base -$61k (5 sess)
  • 🔐 Free-float: net-bought 5.60% of tradeable register today · Top-20 56% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -21.4% · 52% off high · RSI 41
  • 🧠 Why: Institutions are likely accumulating RML following positive drilling results (gold and tungsten) announced May 15-21, viewing the stock as deeply oversold after a 52% drawdown from highs with depressed momentum (RSI 40.6), positioning for a potential recovery as exploration upside becomes more tangible. The tight free float (44% public, 56% in top-20 holders) amplifies the impact of their accumulation and suggests limited selling resistance—a classic setup for re-rating.

Biggest risk: The stock is in active downtrend (-21% over 20 days) despite the encouraging drilling news, which suggests either (a) the market hasn't yet believed the catalysts, or (b) there's material negative information or execution risk not reflected in the headlines—drilling success doesn't guarantee economic viability or timely resources. If commodity prices (gold/tungsten) weaken or the company misses on the next operational milestone, institutional momentum could reverse quickly.

• DEV 🔥🔥 Flow surge (≥5× baseline) 32.5× · today $452k vs base $14k (5 sess)
  • 🔐 Free-float: net-bought 1.21% of tradeable register today · Top-20 53% (conf: high)
  • 📉 Momentum: DOWNTREND · 5d -2.7% · 20d -12.2% · 29% off high · RSI 39
  • 🧠 Why: # DEV: Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions are buying into oversold weakness—DEV is down 29% from its 252-day high with RSI at 39 (deeply depressed), yet a massive 32x spike in institutional net buying (452k shares vs. 14k baseline) suggests they view the current price as a capitulation opportunity rather than a fundamental deterioration. The lack of recent price-sensitive announcements means this is likely a technical/valuation-driven accumulation rather than reaction to news.

Single Biggest Risk to This Read: The absence of any stated catalyst creates a critical blind spot—institutions may be accumulating on private information (pending announcement, M&A, capital raise) that hasn't yet hit the market, or they could simply be repositioning ahead of a further drawdown if sentiment remains negative. If the downtrend persists and no supportive catalyst emerges, this could be a sucker's rally rather than a genuine accumulation signal.

• SNM 🔥🔥 Flow surge (≥5× baseline) 8.4× · today $134k vs base $16k (5 sess)
  • 🔐 Free-float: net-bought 0.38% of tradeable register today · Top-20 50% (conf: medium)
  • ↗️ Momentum: UPTREND · 5d +6.2% · 20d +3.0% · 10% off high · RSI 67 · 3d up
  • 🧠 Why: # SNM: Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating SNM into a tight free-float (50% held by top 20 holders) ahead of what is likely a material near-term catalyst not yet publicly disclosed or priced—the 8.4x spike in buying (134k shares net vs. 16k baseline) combined with strong 5-day momentum (+6.15%) and RSI near overbought (67.2) suggests conviction-driven positioning rather than momentum chasing. The lack of any flagged announcements in the data is notable, implying either an embargo period before a major release or accumulation based on private guidance/intelligence.

Biggest Risk to This Read: If the undisclosed catalyst fails to materialize or disappoints on delivery, the tight share register could amplify a sharp sell-off as institutions reverse positions into an illiquid float, especially given RSI elevation leaving little room for profit-taking without triggering stops. Conversely, if no material catalyst exists and this is purely technical buying, mean reversion from 10% above the 252-high could unwind the position quickly.

• PDN 🔁 Flow reversal (seller → buyer) · today $2.2M vs base -$790k (5 sess)
  • 🔐 Free-float: net-bought 0.33% of tradeable register today · Top-20 86% (conf: medium)
  • 🌱 Momentum: COILED · 5d +10.6% · 20d -5.7% · 21% off high · RSI 46 · 3d up
• LTR 🔥 Flow spike (≥2.5× baseline) 3.4× · today $6.6M vs base $2.0M (5 sess)
  • 🔐 Free-float: net-bought 0.28% of tradeable register today · Top-20 63% (conf: high)
  • 🌱 Momentum: COILED · 5d -2.6% · 20d -0.9% · 14% off high · RSI 44
• EIQ 🔥🔥 Flow surge (≥5× baseline) 6.8× · today $1.5M vs base $221k (5 sess)
  • 🔐 Free-float: net-bought 0.25% of tradeable register today · Top-20 23% (conf: medium)
  • 🚀 Momentum: EXTENDED · 5d +29.9% · 20d +15.7% · 5% off high · RSI 71
• TM1 🔁 Flow reversal (seller → buyer) · today $115k vs base -$97k (5 sess)
  • 🔐 Free-float: net-bought 0.19% of tradeable register today · Top-20 63% (conf: high)
  • 🚀 Momentum: EXTENDED · 5d +25.4% · 20d -2.8% · 22% off high · RSI 61
• SYR 🔥🔥 Flow surge (≥5× baseline) 42.8× · today $180k vs base $4k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -13.0% · 81% off high · RSI 40
• ILA 🔥🔥 Flow surge (≥5× baseline) 23.9× · today $187k vs base $8k (5 sess)
  • 🌱 Momentum: COILED · 5d -5.9% · 20d +5.3% · 30% off high · RSI 57
• DTR 🔥🔥 Flow surge (≥5× baseline) 11.2× · today $1.0M vs base $93k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -21.6% · 69% off high · RSI 42 · 1d up
• VMM 🔥🔥 Flow surge (≥5× baseline) 10.1× · today $1.8M vs base $179k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +22.3% · 20d +22.8% · 1% off high · RSI 76
• CBA 🔥🔥 Flow surge (≥5× baseline) 10.0× · today $28.9M vs base $2.9M (5 sess)
  • 🌱 Momentum: COILED · 5d +2.4% · 20d -4.9% · 12% off high · RSI 41
• WA1 🔥🔥 Flow surge (≥5× baseline) 9.3× · today $2.3M vs base $245k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -11.8% · 36% off high · RSI 40
• NXT 🔥🔥 Flow surge (≥5× baseline) 5.9× · today $6.3M vs base $1.1M (5 sess)
  • ↗️ Momentum: UPTREND · 5d +1.8% · 20d +1.2% · 18% off high · RSI 63
• ARR 🔥🔥 Flow surge (≥5× baseline) 5.8× · today $427k vs base $74k (5 sess)
  • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +13.9% · 48% off high · RSI 62 · 1d up
• NEU 🔥🔥 Flow surge (≥5× baseline) 5.2× · today $1.6M vs base $305k (5 sess)
  • ↗️ Momentum: UPTREND · 5d +17.4% · 20d +18.9% · 34% off high · RSI 68 · 3d up
• CY5 🔥 Flow spike (≥2.5× baseline) 4.9× · today $190k vs base $39k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d +9.1% · 20d -7.7% · 52% off high · RSI 56 · 1d up
• SGQ 🔥 Flow spike (≥2.5× baseline) 4.5× · today $278k vs base $61k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -19.2% · 36% off high · RSI 33
• NVX 🔥 Flow spike (≥2.5× baseline) 4.5× · today $200k vs base $45k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d +11.1% · 20d -7.4% · 75% off high · RSI 47
• DRO 🔥 Flow spike (≥2.5× baseline) 3.7× · today $5.9M vs base $1.6M (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -17.2% · 53% off high · RSI 30 · 3d up
• PLS 🔥 Flow spike (≥2.5× baseline) 3.6× · today $13.4M vs base $3.7M (5 sess)
  • 📈 Momentum: BREAKOUT · 5d +7.2% · 20d +8.4% · 1% off high · RSI 61 · 4d up
• MTM 🔥 Flow spike (≥2.5× baseline) 2.7× · today $648k vs base $240k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -1.8% · 20d -10.2% · 60% off high · RSI 44 · 3d up
• EXR 🔁 Flow reversal (seller → buyer) · today $144k vs base -$1k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -17.2% · 27% off high · RSI 40

⭐ Tier 1 — confluence + catalyst

• AT4 · Tennessee Mountain Tungsten Sampling Defines Drill Targets
  • 📉 Momentum: DOWNTREND · 5d -30.0% · 20d -25.3% · 72% off high · RSI 22
  • rule: volume spike 6.9x + price-sensitive announcement
  • 5d broker flow — inst $+25,633, retail $+70,560, mm $+52,923
  • yesterday vol 6.9× avg ($2,942,842 $-vol)
  • net +$1,224, buy ratio 100% (2026-05-21)
  • price-sensitive announcement: Tennessee Mountain Tungsten Sampling Defines Drill Targets
• GT1 · DFS Update & Additional Critical Mineral Streams Identified
  • rule: resource-specialist flow 0.11 + price-sensitive announcement
  • 5d broker flow — inst $+8,731, retail $+59,181, mm $+8,239
  • price-sensitive announcement: DFS Update & Additional Critical Mineral Streams Identified
• SLM · Drilling To Commence At Brazil Lithium Project
  • 📈 Momentum: BREAKOUT · 5d +16.7% · 20d +32.9% · 0% off high · RSI 69 · 1d up
  • rule: resource-specialist flow 0.13 + price-sensitive announcement
  • 5d broker flow — inst $+205,272, retail $+159,825, mm $-2,965
  • price-sensitive announcement: Drilling To Commence At Brazil Lithium Project
• TMX · IP Survey Expanded to Test Paradise City, Hurley & T17
  • rule: cross-group flow: resource 0.74 banks 5.02 + price-sensitive announcement
  • 5d broker flow — inst $+77,486, retail $+19,800, mm $+3,302
  • price-sensitive announcement: IP Survey Expanded to Test Paradise City, Hurley & T17

🏦 Institutional confluence (pre-positioning)

• CY5 🔥 Flow spike (≥2.5× baseline) 4.9×
  • 〰️ Momentum: NEUTRAL · 5d +9.1% · 20d -7.7% · 52% off high · RSI 56 · 1d up
  • rule: cross-group flow: resource 0.61 banks 1.29
  • 5d broker flow — inst $+307,874, retail $+278,005, mm $-4,792
  • yesterday vol 1.7× avg ($339,671 $-vol)
  • net +$52,414, buy ratio 100% (2026-05-21)
• MTM 🔥 Flow spike (≥2.5× baseline) 2.7×
  • 📉 Momentum: DOWNTREND · 5d -1.8% · 20d -10.2% · 60% off high · RSI 44 · 3d up
  • rule: cross-group flow: resource 0.45 banks 0.55
  • 5d broker flow — inst $+1,317,923, retail $+521,052, mm $+12,752
  • net +$52,000, buy ratio 100% (2026-05-21)
• ACW 🔁 Flow reversal (seller → buyer)
  • 📉 Momentum: DOWNTREND · 5d +8.3% · 20d -11.4% · 44% off high · RSI 32 · 3d up
  • rule: cross-group flow: resource 0.46 banks 0.39
  • 5d broker flow — inst $+91,343, retail $+489,551, mm $+9,058
  • net +$110,894, buy ratio 100% (2026-05-21)
• +12 steady institutional name(s) (no flow spike): AAJ, ALM, AON, AW1, BRN, DM1, LNQ, MGU, OR3, SLS, TLG, TOR

🎯 Resource-specialist flow

• DEV 🔥🔥 Flow surge (≥5× baseline) 32.5×
  • 📉 Momentum: DOWNTREND · 5d -2.7% · 20d -12.2% · 29% off high · RSI 39
  • rule: resource-specialist flow 2.85
  • 5d broker flow — inst $+454,956, retail $+490,330, mm $+8,487
  • net +$452,031, buy ratio 100% (2026-05-21)
• SNM 🔥🔥 Flow surge (≥5× baseline) 8.4×
  • ↗️ Momentum: UPTREND · 5d +6.2% · 20d +3.0% · 10% off high · RSI 67 · 3d up
  • rule: resource-specialist flow 1.01
  • 5d broker flow — inst $+151,667, retail $+201,932, mm $+982
  • net +$134,369, buy ratio 93% (2026-05-21)
• HLS · Becoming a substantial holder from MQG 🔥 Flow spike (≥2.5× baseline) 2.7×
  • 📉 Momentum: DOWNTREND · 5d -1.4% · 20d -34.6% · 66% off high · RSI 30
  • rule: resource-specialist flow 0.26
  • 5d broker flow — inst $+634,640, retail $+1,205,290, mm $+97,435
  • net +$449,226, buy ratio 100% (2026-05-21)
  • price-sensitive announcement: Becoming a substantial holder from MQG
• +10 steady institutional name(s) (no flow spike): AEE, ATT, CXO, DRE, G50, LRV, MRD, OD6, PEN, PNN

🏦 Investment-bank flow

• SYR 🔥🔥 Flow surge (≥5× baseline) 42.8×
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -13.0% · 81% off high · RSI 40
  • rule: investment-bank flow 0.36
  • 5d broker flow — inst $+199,906, retail $+326,111, mm $+2,800
  • net +$2,200, buy ratio 74% (2026-05-21)
• ILA 🔥🔥 Flow surge (≥5× baseline) 23.9×
  • 🌱 Momentum: COILED · 5d -5.9% · 20d +5.3% · 30% off high · RSI 57
  • rule: investment-bank flow 1.69
  • 5d broker flow — inst $+200,359, retail $+95,244, mm $+26,359
  • net +$9,100, buy ratio 100% (2026-05-21)
• DTR 🔥🔥 Flow surge (≥5× baseline) 11.2×
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -21.6% · 69% off high · RSI 42 · 1d up
  • rule: investment-bank flow 0.37
  • 5d broker flow — inst $+1,076,680, retail $+1,738,421, mm $+159,743
  • net +$1,709, buy ratio 55% (2026-05-21)
• VMM · Viridis Achieves First MREC Product at Colossus 🔥🔥 Flow surge (≥5× baseline) 10.1×
  • 🚀 Momentum: EXTENDED · 5d +22.3% · 20d +22.8% · 1% off high · RSI 76
  • rule: investment-bank flow 0.77 + price-sensitive announcement
  • 5d broker flow — inst $+1,849,817, retail $+1,504,147, mm $+146,557
  • price-sensitive announcement: Viridis Achieves First MREC Product at Colossus
• WA1 🔥🔥 Flow surge (≥5× baseline) 9.3×
  • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -11.8% · 36% off high · RSI 40
  • rule: investment-bank flow 0.59
  • 5d broker flow — inst $+2,365,598, retail $+634,510, mm $+261,024
• EIQ · $762k R&D Tax Incentive Received 🔥🔥 Flow surge (≥5× baseline) 6.8×
  • 🚀 Momentum: EXTENDED · 5d +29.9% · 20d +15.7% · 5% off high · RSI 71
  • rule: investment-bank flow 0.57 + price-sensitive announcement
  • 5d broker flow — inst $+2,176,337, retail $+2,673,700, mm $+16,577
  • price-sensitive announcement: $762k R&D Tax Incentive Received
• NXT 🔥🔥 Flow surge (≥5× baseline) 5.9×
  • ↗️ Momentum: UPTREND · 5d +1.8% · 20d +1.2% · 18% off high · RSI 63
  • rule: investment-bank flow 0.30
  • 5d broker flow — inst $+10,621,138, retail $-874,500, mm $+1,801,005
• ARR 🔥🔥 Flow surge (≥5× baseline) 5.8×
  • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +13.9% · 48% off high · RSI 62 · 1d up
  • rule: investment-bank flow 1.42
  • 5d broker flow — inst $+567,166, retail $+13,558, mm $+533,428
  • yesterday vol 2.0× avg ($800,777 $-vol)
• NEU 🔥🔥 Flow surge (≥5× baseline) 5.2×
  • ↗️ Momentum: UPTREND · 5d +17.4% · 20d +18.9% · 34% off high · RSI 68 · 3d up
  • rule: investment-bank flow 0.42
  • 5d broker flow — inst $+1,631,028, retail $+621,378, mm $+129,939
  • net +$13,066, buy ratio 53% (2026-05-21)
• SGQ 🔥 Flow spike (≥2.5× baseline) 4.5×
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -19.2% · 36% off high · RSI 33
  • rule: investment-bank flow 0.48
  • 5d broker flow — inst $+245,594, retail $+1,896,574, mm $+56,026
• NVX 🔥 Flow spike (≥2.5× baseline) 4.5×
  • 〰️ Momentum: NEUTRAL · 5d +11.1% · 20d -7.4% · 75% off high · RSI 47
  • rule: investment-bank flow 0.31
  • 5d broker flow — inst $+187,916, retail $+145,735, mm $-10,270
• PLS 🔥 Flow spike (≥2.5× baseline) 3.6×
  • 📈 Momentum: BREAKOUT · 5d +7.2% · 20d +8.4% · 1% off high · RSI 61 · 4d up
  • rule: investment-bank flow 0.35
  • 5d broker flow — inst $+36,888,243, retail $-8,718,070, mm $+0
• LTR 🔥 Flow spike (≥2.5× baseline) 3.4×
  • 🌱 Momentum: COILED · 5d -2.6% · 20d -0.9% · 14% off high · RSI 44
  • rule: investment-bank flow 0.32
  • 5d broker flow — inst $+13,620,038, retail $+6,226,383, mm $+1,369,723
• PDN 🔁 Flow reversal (seller → buyer)
  • 🌱 Momentum: COILED · 5d +10.6% · 20d -5.7% · 21% off high · RSI 46 · 3d up
  • rule: investment-bank flow 0.30
  • 5d broker flow — inst $+3,772,373, retail $+1,973,969, mm $+461,789
  • net +$91,752, buy ratio 57% (2026-05-21)
• +33 steady institutional name(s) (no flow spike): ADV, AGY, AR3, BMM, BOA, CPN, CU2, DYM, EGR, EMV, FMG, GCM, GNM, HVY, IMU, KAR, KRR, LIN, LKE, LKY, MAY, MML, MSB, NVU, PR1, QEM, RNU, SER, SNX, SPD, SQX, WBT, WC8

🛒 Retail-only flow

• ABX
  • 📉 Momentum: DOWNTREND · 5d -3.5% · 20d -11.1% · 53% off high · RSI 28
  • rule: retail flow 1.18
  • 5d broker flow — inst $-11,617, retail $+30,698, mm $+3,753
  • yesterday vol 2.0× avg ($51,559 $-vol)
• CPO
  • rule: retail flow 0.43
  • 5d broker flow — inst $-6,645, retail $+4,845, mm $+3,306
• EVR
  • rule: retail flow 2.03
  • 5d broker flow — inst $+1,800, retail $+157,721, mm $+1,600
• GA8
  • ↗️ Momentum: UPTREND · 5d +10.1% · 20d +8.6% · 11% off high · RSI 44 · 1d up
  • rule: retail flow 0.54
  • 5d broker flow — inst $-20,881, retail $+63,619, mm $+1,965
  • yesterday vol 3.8× avg ($502,494 $-vol)
  • net +$7,000, buy ratio 100% (2026-05-21)
• GAL
  • rule: retail flow 0.61
  • 5d broker flow — inst $-10,563, retail $+14,365, mm $+339
• GDM
  • rule: retail flow 0.13
  • 5d broker flow — inst $-3,019, retail $+3,019, mm $+0
• GL1
  • 📉 Momentum: DOWNTREND · 5d +6.2% · 20d -10.5% · 23% off high · RSI 35
  • rule: retail flow 0.27
  • 5d broker flow — inst $-16,335, retail $+47,045, mm $+13,850
• IOV
  • ↗️ Momentum: UPTREND · 5d -2.5% · 20d +52.9% · 14% off high · RSI 58
  • rule: retail flow 1.33
  • 5d broker flow — inst $-7,436, retail $+65,572, mm $+0
• IVZ
  • ↗️ Momentum: UPTREND · 5d +15.7% · 20d -23.4% · 77% off high · RSI 54 · 1d up
  • rule: retail flow 0.42
  • 5d broker flow — inst $-20,682, retail $+272,865, mm $+489
  • yesterday vol 1.5× avg ($1,038,924 $-vol)
• ODE
  • rule: retail flow 2.03
  • 5d broker flow — inst $-7,956, retail $+88,283, mm $-1,426
  • net $2,508, buy ratio 0% (2026-05-21)
• ONE
  • rule: retail flow 4.22
  • 5d broker flow — inst $-22,047, retail $+113,821, mm $-2,534
• QPM
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -17.9% · 51% off high · RSI 33 · 1d up
  • rule: retail flow 2.23
  • 5d broker flow — inst $+0, retail $+209,729, mm $+0
  • yesterday vol 3.1× avg ($290,625 $-vol)
• REE
  • rule: retail flow 0.88
  • 5d broker flow — inst $-5,196, retail $+37,274, mm $+491
• RMX
  • 📉 Momentum: DOWNTREND · 5d -11.8% · 20d -21.1% · 65% off high · RSI 33
  • rule: retail flow 0.25
  • 5d broker flow — inst $-10,993, retail $+15,228, mm $+7,633
  • yesterday vol 2.8× avg ($129,252 $-vol)
• WIN · High-Grade Princess Royal Results Confirm Acquisition Upside
  • rule: retail flow 0.84
  • 5d broker flow — inst $-2,050, retail $+16,242, mm $+2,081
  • price-sensitive announcement: High-Grade Princess Royal Results Confirm Acquisition Upside

🔊 Market-maker-only flow (no institutional participation)

• CNJ
  • rule: market-maker flow 0.11
  • 5d broker flow — inst $-208, retail $+182, mm $+760
• RAP
  • 🌱 Momentum: COILED · 5d +3.1% · 20d -2.0% · 19% off high · RSI 54 · 1d up
  • rule: market-maker flow 0.02
  • 5d broker flow — inst $-2,216, retail $-5,774, mm $+2,050
  • yesterday vol 3.4× avg ($274,855 $-vol)

❓ Below thresholds

• 4DX · Ceasing to be a substantial holder
  • 📉 Momentum: DOWNTREND · 5d -13.5% · 20d -30.4% · 49% off high · RSI 42
  • rule: flow below classification thresholds · holder-exit notice
  • 5d broker flow — inst $+2,911,306, retail $+12,146,161, mm $+356,855
  • net +$483,890, buy ratio 98% (2026-05-21)
  • price-sensitive announcement: Ceasing to be a substantial holder
• AAU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,491, retail $+33,968, mm $+1,086
• AIS
  • ↗️ Momentum: UPTREND · 5d -2.3% · 20d +9.0% · 37% off high · RSI 64 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+189,065, retail $+1,137,448, mm $+1,031,722
  • net +$30,935, buy ratio 100% (2026-05-21)
• ALR
  • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d -27.3% · 27% off high · RSI 41
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-31,631, retail $+270,738, mm $-178
  • net +$0, buy ratio 0% (2026-05-21)
• APX
  • 📉 Momentum: DOWNTREND · 5d -3.3% · 20d -26.8% · 39% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+381,295, retail $+3,689,594, mm $+16,174
  • yesterday vol 1.5× avg ($8,918,236 $-vol)
  • net +$11,700, buy ratio 100% (2026-05-21)
• AR9
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,239, retail $+159,198, mm $+3,401
  • net +$1,214, buy ratio 100% (2026-05-21)
• ARU · Becoming a substantial holder
  • 📉 Momentum: DOWNTREND · 5d -9.7% · 20d -18.8% · 42% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,908,318, retail $+10,943,362, mm $+738,647
  • yesterday vol 2.4× avg ($24,046,216 $-vol)
  • net +$241,340, buy ratio 83% (2026-05-21)
  • price-sensitive announcement: Becoming a substantial holder
• ASN
  • ↗️ Momentum: UPTREND · 5d -7.8% · 20d -4.8% · 51% off high · RSI 60
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,761, retail $+198,757, mm $-5,765
• ATV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,776, retail $-15,008, mm $+2,382
• AVW
  • rule: no volume baseline available
  • 5d broker flow — inst $+4,848, retail $+4,500, mm $+0
• BC8
  • 🌱 Momentum: COILED · 5d +10.0% · 20d -5.7% · 27% off high · RSI 56 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+635,206, retail $+206,367, mm $+192,267
• BM8
  • rule: no volume baseline available
  • 5d broker flow — inst $+2,941, retail $+34,719, mm $+2,154
• BUS
  • rule: no volume baseline available
  • 5d broker flow — inst $+4,138, retail $+0, mm $+0
• BUX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-7,257, retail $-718, mm $+48,526
  • net $352, buy ratio 0% (2026-05-21)
• CBA 🔥🔥 Flow surge (≥5× baseline) 10.0×
  • 🌱 Momentum: COILED · 5d +2.4% · 20d -4.9% · 12% off high · RSI 41
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+46,348,047, retail $+785,179, mm $+2,253,129
• CBE
  • 📈 Momentum: BREAKOUT · 5d +21.7% · 20d +33.3% · 2% off high · RSI 70
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+130,137, retail $+929,094, mm $+3,111
  • yesterday vol 1.5× avg ($2,098,172 $-vol)
  • net +$16,283, buy ratio 56% (2026-05-21)
• CDR
  • rule: no volume baseline available
  • 5d broker flow — inst $+495, retail $+6,420, mm $+514
• CRR · Gold Confirmed at Devils Creek & New Target at Lammerlaw NZ
  • rule: no volume baseline available
  • 5d broker flow — inst $+7,436, retail $-2,540, mm $-1,249
  • price-sensitive announcement: Gold Confirmed at Devils Creek & New Target at Lammerlaw NZ
• CTO
  • rule: no volume baseline available
  • 5d broker flow — inst $+25,324, retail $+0, mm $+535
• CUF
  • 🚀 Momentum: EXTENDED · 5d +17.6% · 20d +50.0% · 0% off high · RSI 73
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-5,873, retail $+301,953, mm $+364
  • yesterday vol 1.9× avg ($425,544 $-vol)
  • net +$24,127, buy ratio 100% (2026-05-21)
• CUV
  • ↘️ Momentum: PULLBACK · 5d -2.9% · 20d -1.2% · 35% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+63,423, retail $+255,418, mm $+49,090
  • yesterday vol 1.6× avg ($1,256,551 $-vol)
• CVN
  • ↗️ Momentum: UPTREND · 5d +0.0% · 20d +19.1% · 4% off high · RSI 67
  • rule: flow below classification thresholds
  • yesterday vol 2.7× avg ($912,637 $-vol)
• DRO 🔥 Flow spike (≥2.5× baseline) 3.7×
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -17.2% · 53% off high · RSI 30 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,936,740, retail $+13,073,684, mm $+3,611,010
• DTI
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+22,990, retail $+18,702, mm $+0
• ECL
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-75, retail $+75, mm $+0
• EXR 🔁 Flow reversal (seller → buyer)
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -17.2% · 27% off high · RSI 40
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+242,628, retail $+807,046, mm $-1,582
• EYE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,889, retail $+8,769, mm $+830
• FDR
  • 📉 Momentum: DOWNTREND · 5d +4.1% · 20d -35.6% · 42% off high · RSI 33
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+39,300, retail $+572,397, mm $+435
• FNR
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+11,855, mm $+0
• GED
  • rule: no volume baseline available
  • 5d broker flow — inst $+2,383, retail $+2,116, mm $+610
• GMN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,261, retail $+40,861, mm $+2,747
• GRR
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -11.8% · 49% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+85,850, retail $+524,833, mm $+6,607
• GTI
  • rule: no volume baseline available
  • 5d broker flow — inst $+14,229, retail $+20,352, mm $+2,725
  • net +$7,665, buy ratio 100% (2026-05-21)
• HHR
  • rule: no volume baseline available
  • 5d broker flow — inst $+36,512, retail $+0, mm $+4,473
• IMI · Victorian Mobilisation at Walhalla Project
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $-14, mm $+14
  • price-sensitive announcement: Victorian Mobilisation at Walhalla Project
• ITM
  • rule: no volume baseline available
  • 5d broker flow — inst $-401, retail $+401, mm $+478
• KLI · Change in substantial holding
  • rule: no volume baseline available · holder-exit notice
  • price-sensitive announcement: Change in substantial holding
• KTA
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,068, retail $+39,410, mm $+0
• LOT · Change in substantial holding
  • 📉 Momentum: DOWNTREND · 5d +16.9% · 20d -50.5% · 78% off high · RSI 42 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+130,398, retail $+736,734, mm $+49,341
  • price-sensitive announcement: Change in substantial holding
• LRD
  • rule: no volume baseline available
  • 5d broker flow — inst $-14,196, retail $+15,296, mm $-100
• LSR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+70,580, retail $+93,127, mm $+5,950
  • net +$27,000, buy ratio 100% (2026-05-21)
• LYC
  • 🌱 Momentum: COILED · 5d +0.4% · 20d +5.1% · 14% off high · RSI 53 · 4d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+15,444,692, retail $+8,939,834, mm $+6,587,223
• MEM
  • rule: no volume baseline available
  • 5d broker flow — inst $-3,198, retail $+2,424, mm $+0
• MNE
  • rule: no volume baseline available
  • 5d broker flow — inst $-31,166, retail $-31,166, mm $-15,583
• MQR
  • rule: no volume baseline available
  • 5d broker flow — inst $+4,756, retail $+0, mm $+0
• NC6
  • rule: no volume baseline available
  • 5d broker flow — inst $+5,297, retail $-868, mm $+920
• NME
  • rule: no volume baseline available
  • 5d broker flow — inst $-724, retail $+1,085, mm $+0
• NPM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+5,006, mm $+0
• NVQ
  • 🚀 Momentum: EXTENDED · 5d +25.7% · 20d +46.7% · 23% off high · RSI 61
  • rule: no volume baseline available
  • yesterday vol 1.8× avg ($349,239 $-vol)
• NWM
  • rule: no volume baseline available
  • 5d broker flow — inst $-295,347, retail $-7,691, mm $+497
  • net $123, buy ratio 0% (2026-05-21)
• OM1
  • rule: no volume baseline available
  • 5d broker flow — inst $+9,843, retail $+23,399, mm $+9,209
• PNT
  • rule: no volume baseline available
  • 5d broker flow — inst $+350, retail $-350, mm $+963
• QXR
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+24,408, mm $+0
• RCL
  • rule: no volume baseline available
  • 5d broker flow — inst $-1,080, retail $+0, mm $+0
• RCM
  • ↗️ Momentum: UPTREND · 5d +22.2% · 20d +12.8% · 51% off high · RSI 68 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-15,525, retail $+116,280, mm $-16,438
  • yesterday vol 2.3× avg ($195,501 $-vol)
• RDS
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+2,620, mm $+1,494
• RIE
  • rule: no volume baseline available
  • 5d broker flow — inst $-3,491, retail $+3,477, mm $+0
  • net $14, buy ratio 0% (2026-05-21)
• RML 🔁 Flow reversal (seller → buyer)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -21.4% · 52% off high · RSI 41
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+98,799, retail $+362,003, mm $+42,367
• RNX
  • rule: no volume baseline available
  • 5d broker flow — inst $-15,573, retail $-18,273, mm $-9,000
  • net +$2,154, buy ratio 100% (2026-05-21)
• SGA
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-3,099, retail $+358, mm $+0
• SRN
  • rule: no volume baseline available
  • 5d broker flow — inst $+2,412, retail $-2,412, mm $+3,358
• T3D
  • rule: no volume baseline available
  • 5d broker flow — inst $+8,621, retail $+0, mm $+90
• TM1 🔁 Flow reversal (seller → buyer)
  • 🚀 Momentum: EXTENDED · 5d +25.4% · 20d -2.8% · 22% off high · RSI 61
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-217,578, retail $+1,133,491, mm $+472,593
  • net +$114,749, buy ratio 72% (2026-05-21)
• VPR · 4D Delta WA Goldfields Alliance
  • rule: no volume baseline available
  • 5d broker flow — inst $-11,622, retail $+10,784, mm $+1,888
  • price-sensitive announcement: 4D Delta WA Goldfields Alliance
• WC1
  • rule: no volume baseline available
  • 5d broker flow — inst $+455, retail $-268, mm $+1,720
• XPN
  • rule: no volume baseline available
  • 5d broker flow — inst $+16,783, retail $+550, mm $+1,052
• ZEU
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+165, mm $-165
• ZMI
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,808, retail $+71,343, mm $+762

🎯 Specific-broker streaks (history-backed)

• NXT — Resource specialists net sell 6 session(s) running, -$9,761,926 cumulative
• PLS — Resource specialists net sell 6 session(s) running, -$25,010,336 cumulative
• PLS — Argonaut net buy 5 session(s) running, +$1,250,000 cumulative
• BRN — Bell Potter net buy 5 session(s) running, +$250,000 cumulative
• NWM — Morgan Stanley net sell 5 session(s) running, -$750,000 cumulative
• AON — Resource specialists net buy 4 session(s) running, +$300,672 cumulative
• MTM — Resource specialists net buy 4 session(s) running, +$962,921 cumulative
• BC8 — Resource specialists net buy 3 session(s) running, +$232,188 cumulative
• CBA — Resource specialists net sell 3 session(s) running, -$6,187,691 cumulative
• CXO — Resource specialists net buy 3 session(s) running, +$1,422,284 cumulative

Scanned 176 tickers · 28 spike(s) · 84 filtered (low $-vol) · 7 yfinance error(s)