📊 25 Jun 2026 (Thu) — Daily Brief

Generated 2026-06-25 10:28 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 22 watchlist match(es) · 18 price-sensitive

• BOA — Reinstatement to Quotation · 10:24 · link
• BOA — BOA Acquires Copper Deposits in the Neds Creek Project, WA · 10:24
• MSB — Mesoblast Draws US$50M from Five-Year Non-Dilutive Facility · 09:55 · link
• MEM — UK Market Entry & Acceleration of Commercial Expansion · 09:53 · link
• AR3 — Koppamurra Pre-Feasibility Study Investor Webinar · 09:52 · link
• AR3 — Maiden Ore Reserve positions Koppamurra for development · 09:46 · link
• RNU — Exploration Update · 09:42 · link
• PDN — New High-Grade Uranium Discovery Identified at PLS Project · 09:32 · link
• SER — PRICE SENSITIVE · 09:25 · link (only seen on hotcopper)
• TM1 — Terra Metals Appoints New Chair and Strengthens Board · 09:20 · link
• LOT — Kayelekera Project and Funding Update, Suspension Extension · 09:17 · link
• SER — Trading Halt · SER · link (only seen on asxdotcom)
• LRV — Latest Drilling Enhance Midas Potential · LRV · link (only seen on asxdotcom)
• EIQ — Binding HOA secured with Pro Medicus Limited · EIQ · link (only seen on asxdotcom)
• LML — Drilling has commenced at Lincoln's Minbrie Copper Project · LML · link (only seen on asxdotcom)
• WBT — Becoming a substantial holder · WBT · link (only seen on asxdotcom)
• NVU — EMASS Demonstrates AI Voice Fusion on ECS-DoT · NVU · link (only seen on asxdotcom)
• ATV — ATV delivers Australian Neocloud GPU gateway · ATV · 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 hotcopper: SER
• Only on asxdotcom: AAJ, ATV, BM8, CVN, EIQ, LML, LRV, NVU, SER, WBT

📊 Per-source counts

• hotcopper: 100 total, 13 watchlist match(es)
• asxdotcom: 251 total, 22 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

4 announcement(s) across 4 ticker(s): AAJ, BM8, BOA, CVN

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

Volume: yfinance (2026-06-24) · Flow: Market Lens (live, 2026-06-22)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-06-23 (T-3) vs each name's own trailing baseline · 0 spike(s) out of 3 institutional name(s).

No institutional flow spikes this session.

⭐ Tier 1 — confluence + catalyst

• AR3 · Koppamurra Pre-Feasibility Study Investor Webinar
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -12.5% · 70% off high · RSI 44 · 1d up
  • rule: volume spike 2.5x + price-sensitive announcement
  • 5d broker flow — inst $+15,910, retail $+20,950, mm $+11,390
  • yesterday vol 2.5× avg ($96,345 $-vol)
  • price-sensitive announcement: Koppamurra Pre-Feasibility Study Investor Webinar
• ATV · ATV delivers Australian Neocloud GPU gateway
  • 〰️ Momentum: NEUTRAL · 5d -24.1% · 20d +46.7% · 50% off high · RSI 57
  • rule: resource-specialist flow 0.46 + price-sensitive announcement
  • 5d broker flow — inst $+181,519, retail $+153,194, mm $+22,105
  • net +$12,144, buy ratio 100% (2026-06-22)
  • price-sensitive announcement: ATV delivers Australian Neocloud GPU gateway
• LRV · Latest Drilling Enhance Midas Potential
  • ↘️ Momentum: PULLBACK · 5d -10.9% · 20d -2.7% · 21% off high · RSI 40
  • rule: cross-group flow: resource 0.25 banks 0.88 + price-sensitive announcement
  • 5d broker flow — inst $+3,393,915, retail $+1,044,324, mm $+224,576
  • net +$754,351, buy ratio 100% (2026-06-22)
  • price-sensitive announcement: Latest Drilling Enhance Midas Potential
• TM1 · Terra Metals Appoints New Chair and Strengthens Board
  • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -24.6% · 42% off high · RSI 18
  • rule: resource-specialist flow 0.12 + price-sensitive announcement
  • 5d broker flow — inst $+82,348, retail $+292,781, mm $+195,786
  • price-sensitive announcement: Terra Metals Appoints New Chair and Strengthens Board

🏦 Institutional confluence (pre-positioning)

• +15 steady institutional name(s) (no flow spike): ACW, ALR, BC8, BMM, EXR, FDR, G50, GL1, GT1, KLI, ODE, PNN, QPM, RAP, WIN

🎯 Resource-specialist flow

• +17 steady institutional name(s) (no flow spike): AEE, AON, BUX, CPO, CXO, DYM, EMT, KRR, LNQ, OD6, OR3, SGA, SLM, SNM, SNX, TLG, XPN

🏦 Investment-bank flow

• +49 steady institutional name(s) (no flow spike): AAJ, AAU, AGY, AIS, APX, ASN, AT4, ATT, BM8, CBA, CBE, CPN, CRR, CUV, CY5, DEV, DRE, ECL, EGR, EYE, GAL, GCM, GDM, HLS, IMU, KAR, LKY, LTR, MAY, MGU, MML, MRD, MSB, OM1, ONE, PEN, PR1, QEM, RCM, REE, RNU, SGQ, SLS, TOR, VMM, WBT, WC1, WC8, ZMI

🛒 Retail-only flow

• ABX
  • 📉 Momentum: DOWNTREND · 5d -5.9% · 20d -17.2% · 60% off high · RSI 33
  • rule: retail flow 0.52
  • 5d broker flow — inst $-2,020, retail $+9,648, mm $+2,690
  • yesterday vol 2.7× avg ($60,882 $-vol)
• CTO
  • rule: retail flow 0.73
  • 5d broker flow — inst $+137, retail $+11,777, mm $+949
• DRO
  • 📉 Momentum: DOWNTREND · 5d -9.9% · 20d -20.1% · 61% off high · RSI 22 · 1d up
  • rule: retail flow 0.39
  • 5d broker flow — inst $+49,262, retail $+10,819,350, mm $+3,701,509
  • net +$49,262, buy ratio 57% (2026-06-22)
• DTR
  • 📉 Momentum: DOWNTREND · 5d -24.3% · 20d -26.3% · 78% off high · RSI 42
  • rule: retail flow 0.62
  • 5d broker flow — inst $+51,464, retail $+1,517,989, mm $+161,720
• EIQ · Binding HOA secured with Pro Medicus Limited
  • 〰️ Momentum: NEUTRAL · 5d +1.6% · 20d -8.2% · 11% off high · RSI 35 · 1d up
  • rule: retail flow 0.13
  • 5d broker flow — inst $+87,597, retail $+368,046, mm $+107,192
  • yesterday vol 1.7× avg ($5,030,439 $-vol)
  • net +$15,156, buy ratio 62% (2026-06-22)
  • price-sensitive announcement: Binding HOA secured with Pro Medicus Limited
• EVR
  • rule: retail flow 0.29
  • 5d broker flow — inst $+0, retail $+16,204, mm $+763
• MEM · UK Market Entry & Acceleration of Commercial Expansion
  • rule: retail flow 0.34
  • 5d broker flow — inst $-2,400, retail $+3,600, mm $+3,827
  • net $2,400, buy ratio 0% (2026-06-22)
  • price-sensitive announcement: UK Market Entry & Acceleration of Commercial Expansion
• NVU · EMASS Demonstrates AI Voice Fusion on ECS-DoT
  • 📉 Momentum: DOWNTREND · 5d -12.3% · 20d -16.7% · 55% off high · RSI 52
  • rule: retail flow 0.60
  • 5d broker flow — inst $-1,475, retail $+90,114, mm $+1,797
  • net $1,475, buy ratio 0% (2026-06-22)
  • price-sensitive announcement: EMASS Demonstrates AI Voice Fusion on ECS-DoT
• NVX
  • 📉 Momentum: DOWNTREND · 5d -11.1% · 20d -34.7% · 84% off high · RSI 19
  • rule: retail flow 4.52
  • 5d broker flow — inst $+0, retail $+2,258,649, mm $+63,550
• RNX
  • rule: retail flow 4.71
  • 5d broker flow — inst $-1,529, retail $+22,391, mm $+0
  • net $600, buy ratio 0% (2026-06-22)
• SER · PRICE SENSITIVE
  • 📉 Momentum: DOWNTREND · 5d -3.3% · 20d -21.6% · 48% off high · RSI 43
  • rule: retail flow 0.50
  • 5d broker flow — inst $+0, retail $+4,333, mm $+0
  • price-sensitive announcement: PRICE SENSITIVE
• SPD
  • 📉 Momentum: DOWNTREND · 5d -6.3% · 20d -20.9% · 59% off high · RSI 25 · 1d up
  • rule: retail flow 0.20
  • 5d broker flow — inst $-5, retail $+19,135, mm $+0
  • yesterday vol 2.3× avg ($220,408 $-vol)
• SYR
  • 〰️ Momentum: NEUTRAL · 5d -8.0% · 20d +15.0% · 78% off high · RSI 47
  • rule: retail flow 0.86
  • 5d broker flow — inst $+21,138, retail $+974,932, mm $+1,741

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

• EMV
  • rule: market-maker flow 0.13
  • 5d broker flow — inst $-7,122, retail $+0, mm $+9,296
• GNM
  • rule: market-maker flow 0.08
  • 5d broker flow — inst $-7,503, retail $+897, mm $+3,683
  • net +$897, buy ratio 100% (2026-06-22)
• VPR
  • rule: market-maker flow 0.46
  • 5d broker flow — inst $+0, retail $+0, mm $+1,271

❓ Below thresholds

• 4DX
  • 🚀 Momentum: EXTENDED · 5d +28.8% · 20d +44.0% · 30% off high · RSI 77 · 5d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,437,380, retail $+742,674, mm $+119,187
• ALM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,717, retail $+40,634, mm $+1,274
• APC
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+0, mm $+6,911
• AR9
  • 〰️ Momentum: NEUTRAL · 5d -13.6% · 20d +40.7% · 71% off high · RSI 48
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+13,082, retail $+36,299, mm $+3,105
• ARR
  • 📉 Momentum: DOWNTREND · 5d -5.3% · 20d -12.3% · 55% off high · RSI 41 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+34,218, retail $+289,333, mm $+58,666
• ARU
  • ↘️ Momentum: PULLBACK · 5d -9.3% · 20d -7.5% · 49% off high · RSI 32
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,707,410, retail $+3,013,258, mm $+851,357
• AW1
  • 🌱 Momentum: COILED · 5d -6.8% · 20d -2.4% · 49% off high · RSI 44
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+25,921, retail $+88,981, mm $+13,074
• BOA · Reinstatement to Quotation
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,109, retail $+9,063, mm $+0
  • price-sensitive announcement: Reinstatement to Quotation
• BRN
  • ↘️ Momentum: PULLBACK · 5d -3.0% · 20d +6.7% · 35% off high · RSI 21
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+145,865, retail $+927,000, mm $+131,930
  • net +$43,392, buy ratio 75% (2026-06-22)
• BUS
  • rule: no volume baseline available
  • 5d broker flow — inst $+1,600, retail $+1,114, mm $+1,114
  • net +$1,600, buy ratio 100% (2026-06-22)
• CDR
  • rule: no volume baseline available
  • 5d broker flow — inst $+5,547, retail $+10,268, mm $+14,308
• CNJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,973, retail $+0, mm $+0
  • net $2,973, buy ratio 0% (2026-06-22)
• CUF
  • 🌱 Momentum: COILED · 5d +1.6% · 20d +0.0% · 15% off high · RSI 42
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,093, retail $+73,097, mm $+2,432
• DM1
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -10.0% · 69% off high · RSI 25
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-225, retail $-225, mm $+0
  • yesterday vol 2.0× avg ($57,474 $-vol)
  • net +$0, buy ratio 50% (2026-06-22)
• FMG
  • 📉 Momentum: DOWNTREND · 5d -5.3% · 20d -12.3% · 16% off high · RSI 24
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,573,730, retail $+21,169,051, mm $+282,281
• GA8
  • 📉 Momentum: DOWNTREND · 5d -11.8% · 20d -16.7% · 29% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,506, retail $+15,242, mm $+1,869
  • yesterday vol 1.7× avg ($113,568 $-vol)
• GED
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+9,360, mm $+0
• GMN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,832, retail $+0, mm $+0
• GRR
  • ↘️ Momentum: PULLBACK · 5d -3.2% · 20d -6.2% · 49% off high · RSI 40 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+19,284, retail $+42,467, mm $+20,676
• HVY
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+1,455, mm $+0
• ILA
  • 🌱 Momentum: COILED · 5d +5.4% · 20d +4.0% · 32% off high · RSI 56 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,495, retail $+71,200, mm $+2,215
• IMI
  • rule: no volume baseline available
  • 5d broker flow — inst $+6,240, retail $+10,287, mm $+3,734
• IOV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,538, retail $+56,838, mm $+0
• ITM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+9,175, mm $+1,783
• IVZ
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -16.4% · 78% off high · RSI 12 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+78,980, retail $+83,908, mm $+5,781
• LAC
  • rule: no volume baseline available
  • 5d broker flow — inst $+61,244, retail $+19,692, mm $+787
• LIN
  • ↗️ Momentum: UPTREND · 5d +5.2% · 20d +25.5% · 9% off high · RSI 58 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,267,203, retail $+313,210, mm $+175,245
  • net +$134,124, buy ratio 100% (2026-06-22)
• LKE
  • 📉 Momentum: DOWNTREND · 5d -19.3% · 20d -33.3% · 70% off high · RSI 18
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+116,457, retail $+637,383, mm $+3,157
  • net +$6,523, buy ratio 87% (2026-06-22)
• LML · Drilling has commenced at Lincoln's Minbrie Copper Project
  • rule: flow below classification thresholds
  • price-sensitive announcement: Drilling has commenced at Lincoln's Minbrie Copper Project
• LOT · Kayelekera Project and Funding Update, Suspension Extension
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+619,069, retail $+291,619, mm $+29,385
  • price-sensitive announcement: Kayelekera Project and Funding Update, Suspension Extension
• LSR
  • 📉 Momentum: DOWNTREND · 5d -15.4% · 20d -38.9% · 78% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+28,939, retail $+86,376, mm $+8,073
• LYC
  • 🌱 Momentum: COILED · 5d +6.9% · 20d +2.3% · 12% off high · RSI 49 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,486,507, retail $+2,403,638, mm $+1,426,160
  • net +$208,113, buy ratio 78% (2026-06-22)
• MQR
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+581, mm $+2,985
• MTM
  • 📉 Momentum: DOWNTREND · 5d -18.8% · 20d -20.4% · 69% off high · RSI 36
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+291,577, retail $+291,592, mm $+78,969
  • net +$43,500, buy ratio 100% (2026-06-22)
• NC6
  • rule: no volume baseline available
  • 5d broker flow — inst $+18,718, retail $+18,718, mm $+865
  • net +$18,718, buy ratio 100% (2026-06-22)
• NEU
  • 📉 Momentum: DOWNTREND · 5d -0.7% · 20d -10.6% · 41% off high · RSI 39 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+614,925, retail $+233,665, mm $+1,918,843
  • yesterday vol 2.4× avg ($11,240,544 $-vol)
• NUZ
  • 🌱 Momentum: COILED · 5d -11.8% · 20d -3.2% · 65% off high · RSI 47
  • rule: flow below classification thresholds
  • yesterday vol 2.0× avg ($106,038 $-vol)
• NWM
  • rule: no volume baseline available
  • 5d broker flow — inst $+5,913, retail $+2,369, mm $+4,572
• NXM
  • 📉 Momentum: DOWNTREND · 5d -14.0% · 20d -22.2% · 46% off high · RSI 33
  • rule: flow below classification thresholds
  • yesterday vol 1.7× avg ($72,714 $-vol)
• NXT
  • 〰️ Momentum: NEUTRAL · 5d -0.6% · 20d +1.7% · 17% off high · RSI 30 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,103,391, retail $+1,573,693, mm $+1,910,663
• PDN · New High-Grade Uranium Discovery Identified at PLS Project
  • 📉 Momentum: DOWNTREND · 5d -8.9% · 20d -12.5% · 33% off high · RSI 32 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,625,362, retail $+5,156,528, mm $+0
  • net +$11,072, buy ratio 51% (2026-06-22)
  • price-sensitive announcement: New High-Grade Uranium Discovery Identified at PLS Project
• PLS
  • 📉 Momentum: DOWNTREND · 5d -11.0% · 20d -11.6% · 16% off high · RSI 37 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+21,200,645, retail $+43,687,276, mm $+4,771,439
• QXR
  • rule: no volume baseline available
  • 5d broker flow — inst $-788, retail $-788, mm $+0
  • net $788, buy ratio 0% (2026-06-22)
• RCL
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+10,063, mm $+777
• RDS
  • rule: no volume baseline available
  • 5d broker flow — inst $-225, retail $+8,054, mm $+0
• RIE
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $-735, mm $+0
• RML
  • 📉 Momentum: DOWNTREND · 5d -8.5% · 20d -20.4% · 63% off high · RSI 33 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+113,209, retail $+371,847, mm $+11,690
• RMX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,014, retail $+7,527, mm $+1,351
  • net $791, buy ratio 0% (2026-06-22)
• SQX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,431, retail $+0, mm $+1,800
• SRN
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+25,672, mm $+0
• T3D
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+10,715, retail $+17,259, mm $+994
• WA1
  • 📉 Momentum: DOWNTREND · 5d -8.6% · 20d -12.7% · 44% off high · RSI 35 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+415,677, retail $+728,220, mm $+55,362
• ZEU
  • rule: no volume baseline available
  • 5d broker flow — inst $-3,000, retail $-3,000, mm $+0

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 9 session(s) running, +$5,250,990 cumulative
• LYC — Resource specialists net buy 9 session(s) running, +$11,728,253 cumulative
• CXO — Resource specialists net buy 7 session(s) running, +$4,619,144 cumulative
• PLS — Argonaut net buy 6 session(s) running, +$1,500,000 cumulative
• BRN — Bell Potter net buy 6 session(s) running, +$300,000 cumulative
• NWM — Morgan Stanley net sell 6 session(s) running, -$900,000 cumulative
• NXT — Resource specialists net sell 6 session(s) running, -$9,761,926 cumulative
• PLS — Resource specialists net buy 6 session(s) running, +$3,406,074 cumulative
• VMM — Resource specialists net buy 5 session(s) running, +$617,859 cumulative
• 4DX — Resource specialists net buy 4 session(s) running, +$2,044,779 cumulative

Scanned 174 tickers · 23 spike(s) · 79 filtered (low $-vol) · 3 yfinance error(s)