morning brief · 2026-07-02← 2026-07-012026-07-03 →

📊 2 Jul 2026 (Thu) — Daily Brief

Generated 2026-07-02 22:23 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 46 watchlist match(es) · 18 price-sensitive

  • LIN — Change in substantial holding · 18:40 · link
  • GBR — Ceasing to be a substantial holder · 17:33 · link
  • GBR — Change in substantial holding · GBR · link (only seen on asxdotcom)
  • AIS — Change in substantial holding · AIS · link (only seen on asxdotcom)
  • SNM — Acquisition of the Big Springs Gold Project Presentation · SNM · link (only seen on asxdotcom)
  • ILA — Singapore Patent Expands Island's ISLA 101 Viral Protection · ILA · link (only seen on asxdotcom)
  • ABX — ALCORE has potential cost advantage over fluorspar process · ABX · link (only seen on asxdotcom)
  • KTA — Trading Halt · KTA · link (only seen on asxdotcom)
  • SNM — Trading Halt · SNM · link (only seen on asxdotcom)
  • GT1 — Ceasing to be a substantial holder · GT1 · link (only seen on asxdotcom)
  • ALM — Alma Acquires Camp to Accelerate Drilling at Briggs · ALM · link (only seen on asxdotcom)
  • SHN — Mt Moss Acquisition Completed & Production Pathway Advanced · SHN · link (only seen on asxdotcom)
  • EIQ — Exclusive Imaging Dataset Strengthens AI Competitive Moat · EIQ · link (only seen on asxdotcom)
  • AW1 — Drilling Success Continues at West Desert · AW1 · link (only seen on asxdotcom)
  • 14D — Ceasing to be a substantial holder · 14D · link (only seen on asxdotcom)
  • CRR — Peer Review Validates Dry Cathode Manufacturing Process · CRR · link (only seen on asxdotcom)
  • NVU — Nanoveu Completes Acquisition of Spinoff Robotics · NVU · link (only seen on asxdotcom)
  • KTA — Underground Drilling Commences at Zopkhito · KTA · 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: 14D, ABX, AIS, ALM, ARR, ARU, AW1, BOA, CRR, CUV, EIQ, FMG, GBR, GT1, GTI, ILA, KRR, KTA, LIN, LRV, NUZ, NVU, NVX, PEN, SER, SHE, SHN, SNM

📊 Per-source counts

  • hotcopper: 99 total, 8 watchlist match(es)
  • asxdotcom: 786 total, 48 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

28 announcement(s) across 20 ticker(s): 14D, ARR, ARU, AT4, BOA, CUV, FMG, GTI, KRR, LAC, LIN, LRV, NUZ, NVU, NVX, PEN, SER, SHE, SNM, VMM

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

Volume: yfinance (2026-07-01) · Flow: Market Lens (live, 2026-06-29)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-06-29 (T-3) vs each name's own trailing baseline · 12 spike(s) out of 84 institutional name(s).

  • HLS 🔥🔥 Flow surge (≥5× baseline) 5.5× · today $944k vs base $172k (5 sess)
    • 🔐 Free-float: net-bought 5670096.10% of tradeable register today · Top-20 98% (conf: medium)
    • 〰️ Momentum: NEUTRAL · 5d +5.7% · 20d +15.6% · 64% off high · RSI 57
    • 🧠 Why: Most Likely Reason for Accumulation:

Institutions are likely accumulating ahead of a forthcoming catalyst or structural shift that is not yet publicly disclosed. The 5.5x spike in institutional buying on a stock with an extremely tight free float (1.7%) and institutions already holding 56.7x the float suggests positioning for an imminent announcement—potentially a capital raise, M&A, or material corporate event—where scarcity of available stock will amplify execution for larger buyers.

Single Biggest Risk to This Read:

The absence of any flagged catalyst makes this thesis speculative: if the anticipated announcement fails to materialize or disappoints materially, the institutions' accumulation could represent a positioning error rather than forward-looking intelligence, leaving the stock vulnerable to sharp reversal despite the tight register.

  • 4DX 🔥 Flow spike (≥2.5× baseline) 4.8× · today $11.9M vs base $2.5M (5 sess)
    • 🔐 Free-float: net-bought 1625.52% of tradeable register today · Top-20 45% (conf: medium)
    • 🌱 Momentum: COILED · 5d -15.5% · 20d +4.9% · 41% off high · RSI 57
    • 🧠 Why: Institutions are likely accumulating 4DX on the back of the TGA approval for CTVQ announced on 26 June, a regulatory de-risking event for a respiratory imaging technology in a developed market with reimbursement pathways. The spike (4.8× baseline) coincides exactly with this catalyst, and the churning in substantial holder notices suggests smart money repositioning ahead of anticipated commercialisation momentum. However, the biggest risk is execution risk on uptake — TGA approval is necessary but far from sufficient; if hospital/clinician adoption of CTVQ proves slower than institutional models assume (particularly given 4DX's modest scale), the stock could face a sharp repricing downward despite regulatory validation. Additionally, the tight free float (54.7%) means any negative momentum shift could accelerate losses given thin liquidity on the sell side.
  • AGY 🔥🔥 Flow surge (≥5× baseline) 13.8× · today $339k vs base $25k (5 sess)
    • 🔐 Free-float: net-bought 352.94% of tradeable register today · Top-20 96% (conf: high)
    • 📉 Momentum: DOWNTREND · 5d -5.7% · 20d -26.5% · 60% off high · RSI 43 · 1d up
    • 🧠 Why: Read: Institutions are accumulating into a severe 60% drawdown from 252-day highs despite a downtrend and oversold RSI (43.2)—classic value-accumulation behavior into illiquidity. With only 4% free float and the top 20 holders controlling 96%, a modest institutional position relative to free float can create outsized demand pressure, suggesting they're building before a wider unlock or catalyst that's either unreported or pre-announcement.

Biggest risk: No price-sensitive announcements are disclosed, and the absence of a visible catalyst is the core read itself. If the accumulation is purely technical mean-reversion into illiquidity (rather than forward-looking), the stock could continue lower if macro or sector headwinds persist; worse, institutions may be forced to unwind if liquidity dries further or they face redemption pressure.

  • RNU 🔥 Flow spike (≥2.5× baseline) 3.1× · today $172k vs base $55k (5 sess)
    • 🔐 Free-float: net-bought 2.06% of tradeable register today · Top-20 19% (conf: medium)
    • 〰️ Momentum: NEUTRAL · 5d +9.8% · 20d -5.1% · 44% off high · RSI 60 · 1d up
    • 🧠 Why: Institutions are likely accumulating RNU ahead of operational milestones from the PSG graphite processing plant (commenced 2026-06-22) and the recent exploration update, betting on near-term production or resource definition news that could re-rate the stock—the 3.1x spike in institutional buying, combined with a tight free float (80.7%) where top 20 holders control only 19%, suggests they see limited supply to accumulate into ahead of a potential catalyst. The stock's neutral momentum (5-day +9.8%, but 20-day -5.1% and 44% below 252-high) and RSI of 60 indicate this is early-stage accumulation rather than late-stage FOMO.

Biggest risk: If the exploration update or plant commissioning delivers incremental rather than transformational results—or if production ramp is materially slower than market expectations—the stock could face a sharp reversal given institutions are now concentrated in a tight float, creating vulnerability to rapid unwinding once the narrative shifts.

  • PDN 🔥🔥 Flow surge (≥5× baseline) 5.2× · today $6.4M vs base $1.2M (5 sess)
    • 🔐 Free-float: net-bought 1.13% of tradeable register today · Top-20 86% (conf: medium)
    • ↘️ Momentum: PULLBACK · 5d +2.4% · 20d -6.6% · 32% off high · RSI 56 · 1d up
    • 🧠 Why: # PDN Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions are likely accumulating PDN ahead of or following the S&P DJI June rebalance (announced 2026-06-05), which may have triggered index inclusion or weight increase, coinciding with a material high-grade uranium discovery at the PLS Project (2026-06-25) that has reignited investor interest in the asset. The 5.16x spike in institutional net buying (6.4M shares vs. 1.2M baseline) against a tight free float (14.2%) suggests index-driven demand meeting constrained supply, with institutions locking in positions before the register tightens further.

Biggest Risk to This Read: The stock is in a pullback phase (down 6.6% over 20 days, 31.7% below 252-day high), and RSI of 56.3 shows no oversold capitulation yet—if the discovery fails to convert into a material resource upgrade or if uranium sentiment rolls over, the index tailwind alone may not sustain accumulation, leaving latecomers exposed to a renewed downtrend rather than a sustained recovery.

  • BRN 🔥 Flow spike (≥2.5× baseline) 2.9× · today $156k vs base $54k (5 sess)
    • 🔐 Free-float: net-bought 0.78% of tradeable register today · Top-20 43% (conf: high)
    • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -8.6% · 35% off high · RSI 43 · 1d up
  • FDR 🔥 Flow spike (≥2.5× baseline) 2.8× · today $213k vs base $76k (5 sess)
    • 🔐 Free-float: net-bought 0.16% of tradeable register today · Top-20 13% (conf: medium)
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -20.5% · 53% off high · RSI 41 · 1d up
  • NEU 🔥🔥 Flow surge (≥5× baseline) 14.8× · today $15.0M vs base $1.0M (5 sess)
    • 🚀 Momentum: EXTENDED · 5d +36.8% · 20d +28.3% · 20% off high · RSI 74
  • PLS 🔥🔥 Flow surge (≥5× baseline) 7.2× · today $8.9M vs base $1.2M (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -9.7% · 20d -22.0% · 24% off high · RSI 36 · 1d up
  • TLG 🔥🔥 Flow surge (≥5× baseline) 5.1× · today $175k vs base $35k (5 sess)
    • 〰️ Momentum: NEUTRAL · 5d +14.6% · 20d -21.7% · 57% off high · RSI 48 · 1d up
  • DTR 🔥 Flow spike (≥2.5× baseline) 4.1× · today $498k vs base $121k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -23.5% · 80% off high · RSI 50
  • ARR 🔥 Flow spike (≥2.5× baseline) 4.0× · today $202k vs base $50k (5 sess)
    • ↗️ Momentum: UPTREND · 5d +5.6% · 20d -8.5% · 53% off high · RSI 56

⭐ Tier 1 — confluence + catalyst

  • ABX · ALCORE has potential cost advantage over fluorspar process
    • rule: resource-specialist flow 0.11 + price-sensitive announcement
    • 5d broker flow — inst $+2,426, retail $+156,754, mm $+1,491
    • price-sensitive announcement: ALCORE has potential cost advantage over fluorspar process
  • CRR · Peer Review Validates Dry Cathode Manufacturing Process
    • ↗️ Momentum: UPTREND · 5d +12.5% · 20d +12.5% · 25% off high · RSI 62 · 1d up
    • rule: volume spike 5.0x + price-sensitive announcement
    • 5d broker flow — inst $+35,779, retail $+9,280, mm $+6,931
    • yesterday vol 5.0× avg ($107,433 $-vol)
    • price-sensitive announcement: Peer Review Validates Dry Cathode Manufacturing Process
  • EIQ · Exclusive Imaging Dataset Strengthens AI Competitive Moat
    • 🚀 Momentum: EXTENDED · 5d +30.6% · 20d +18.2% · 0% off high · RSI 87 · 1d up
    • rule: cross-group flow: resource 0.15 banks 1.00 + price-sensitive announcement
    • 5d broker flow — inst $+5,396,268, retail $+3,160,760, mm $+0
    • yesterday vol 2.3× avg ($10,614,880 $-vol)
    • price-sensitive announcement: Exclusive Imaging Dataset Strengthens AI Competitive Moat
  • SNM · Acquisition of the Big Springs Gold Project Presentation
    • rule: resource-specialist flow 0.55 + price-sensitive announcement
    • 5d broker flow — inst $+69,000, retail $+92,416, mm $+2,176
    • net +$35,862, buy ratio 64% (2026-06-29)
    • price-sensitive announcement: Acquisition of the Big Springs Gold Project Presentation

🏦 Institutional confluence (pre-positioning)

  • NEU 🔥🔥 Flow surge (≥5× baseline) 14.8×
    • 🚀 Momentum: EXTENDED · 5d +36.8% · 20d +28.3% · 20% off high · RSI 74
    • rule: cross-group flow: resource 0.11 banks 2.45
    • 5d broker flow — inst $+17,403,257, retail $+1,974,545, mm $+2,366,799
    • yesterday vol 1.9× avg ($17,129,060 $-vol)
  • TLG 🔥🔥 Flow surge (≥5× baseline) 5.1×
    • 〰️ Momentum: NEUTRAL · 5d +14.6% · 20d -21.7% · 57% off high · RSI 48 · 1d up
    • rule: cross-group flow: resource 1.55 banks 1.30
    • 5d broker flow — inst $+332,939, retail $+181,218, mm $+38,263
    • yesterday vol 2.3× avg ($356,564 $-vol)
    • net +$92,017, buy ratio 95% (2026-06-29)
  • RNU 🔥 Flow spike (≥2.5× baseline) 3.1×
    • 〰️ Momentum: NEUTRAL · 5d +9.8% · 20d -5.1% · 44% off high · RSI 60 · 1d up
    • rule: cross-group flow: resource 1.47 banks 0.94
    • 5d broker flow — inst $+390,898, retail $+322,679, mm $+27,036
    • net +$124,790, buy ratio 97% (2026-06-29)
  • FDR 🔥 Flow spike (≥2.5× baseline) 2.8×
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -20.5% · 53% off high · RSI 41 · 1d up
    • rule: cross-group flow: resource 0.20 banks 0.78
    • 5d broker flow — inst $+267,614, retail $+489,867, mm $+3,807
  • +19 steady institutional name(s) (no flow spike): ACW, ALR, AON, AT4, BM8, CY5, EVR, GL1, KRR, LKY, MTM, OD6, OR3, PNN, QPM, SNX, TOR, VMM, WIN

🎯 Resource-specialist flow

  • +19 steady institutional name(s) (no flow spike): AR3, ATT, ATV, BOA, CBE, CXO, DEV, EXR, G50, GDM, KLI, MNE, ODE, RAP, SLM, TM1, WA1, WC8, XPN

🏦 Investment-bank flow

  • AGY 🔥🔥 Flow surge (≥5× baseline) 13.8×
    • 📉 Momentum: DOWNTREND · 5d -5.7% · 20d -26.5% · 60% off high · RSI 43 · 1d up
    • rule: investment-bank flow 2.56
    • 5d broker flow — inst $+384,688, retail $+33,710, mm $+5,071
    • yesterday vol 1.9× avg ($355,549 $-vol)
    • net $967, buy ratio 0% (2026-06-29)
  • HLS 🔥🔥 Flow surge (≥5× baseline) 5.5×
    • 〰️ Momentum: NEUTRAL · 5d +5.7% · 20d +15.6% · 64% off high · RSI 57
    • rule: investment-bank flow 0.72
    • 5d broker flow — inst $+1,659,086, retail $+128,266, mm $+14,819
  • 4DX 🔥 Flow spike (≥2.5× baseline) 4.8×
    • 🌱 Momentum: COILED · 5d -15.5% · 20d +4.9% · 41% off high · RSI 57
    • rule: investment-bank flow 0.45
    • 5d broker flow — inst $+15,373,586, retail $+15,878,705, mm $+95,472
  • DTR 🔥 Flow spike (≥2.5× baseline) 4.1×
    • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -23.5% · 80% off high · RSI 50
    • rule: investment-bank flow 0.54
    • 5d broker flow — inst $+1,001,145, retail $+247,593, mm $+11,629
  • ARR 🔥 Flow spike (≥2.5× baseline) 4.0×
    • ↗️ Momentum: UPTREND · 5d +5.6% · 20d -8.5% · 53% off high · RSI 56
    • rule: investment-bank flow 0.84
    • 5d broker flow — inst $+347,084, retail $+191,543, mm $+233,150
  • +43 steady institutional name(s) (no flow spike): AAU, APX, ARU, ASN, BMM, BUX, CPN, CTO, CU2, CUV, DRE, DRO, ECL, EGR, EMT, EYE, GA8, GAL, GCM, GNM, GRR, ILA, IMU, KAR, KTA, LIN, LKE, MAY, MRD, MSB, NVU, NXT, PEN, REE, RML, RNX, SGA, SLS, SPD, T3D, TMX, WBT, WC1

🛒 Retail-only flow

  • ALM · Alma Acquires Camp to Accelerate Drilling at Briggs
    • rule: retail flow 0.49
    • 5d broker flow — inst $-976, retail $+40,407, mm $+2,825
    • net $976, buy ratio 0% (2026-06-29)
    • price-sensitive announcement: Alma Acquires Camp to Accelerate Drilling at Briggs
  • AYA
    • 🚀 Momentum: EXTENDED · 5d +10.9% · 20d +26.3% · 3% off high · RSI 75
    • rule: retail flow 0.61
    • 5d broker flow — inst $+0, retail $+1,897,048, mm $+0
    • yesterday vol 2.9× avg ($10,077,962 $-vol)
  • GT1 · Ceasing to be a substantial holder
    • rule: retail flow 1.10 · holder-exit notice
    • 5d broker flow — inst $+0, retail $+49,906, mm $+1,242
    • price-sensitive announcement: Ceasing to be a substantial holder
  • HVY
    • rule: retail flow 5.35
    • 5d broker flow — inst $+0, retail $+57,583, mm $+725
  • IOV
    • ↗️ Momentum: UPTREND · 5d +0.9% · 20d +20.0% · 12% off high · RSI 61 · 1d up
    • rule: retail flow 1.32
    • 5d broker flow — inst $+0, retail $+88,218, mm $+14,935
  • MEM
    • ↗️ Momentum: UPTREND · 5d +16.7% · 20d +16.7% · 12% off high · RSI 60 · 2d up
    • rule: retail flow 9.09
    • 5d broker flow — inst $+0, retail $+189,335, mm $+4,558
    • yesterday vol 6.9× avg ($173,209 $-vol)
  • MGU
    • rule: retail flow 2.37
    • 5d broker flow — inst $-712, retail $+58,820, mm $+0
    • net $712, buy ratio 0% (2026-06-29)
  • MML
    • rule: retail flow 1.40
    • 5d broker flow — inst $+0, retail $+17,433, mm $+0
  • ONE
    • rule: retail flow 0.89
    • 5d broker flow — inst $+0, retail $+16,446, mm $+798
  • PR1
    • rule: retail flow 4.83
    • 5d broker flow — inst $+0, retail $+109,706, mm $+1,783
  • RMX
    • rule: retail flow 0.52
    • 5d broker flow — inst $+0, retail $+14,638, mm $+0
  • SER
    • 📉 Momentum: DOWNTREND · 5d -10.3% · 20d -18.8% · 54% off high · RSI 50
    • rule: retail flow 0.59
    • 5d broker flow — inst $+0, retail $+3,939, mm $+1,705
  • SGQ
    • 📉 Momentum: DOWNTREND · 5d +2.1% · 20d -18.3% · 41% off high · RSI 42 · 2d up
    • rule: retail flow 0.96
    • 5d broker flow — inst $+18,400, retail $+1,067,251, mm $+24,288
  • SQX
    • rule: retail flow 3.73
    • 5d broker flow — inst $+0, retail $+40,946, mm $+0
  • VPR
    • rule: retail flow 2.29
    • 5d broker flow — inst $+0, retail $+6,360, mm $+0
  • ZMI
    • rule: retail flow 0.68
    • 5d broker flow — inst $-84, retail $+14,812, mm $+0
    • net $84, buy ratio 0% (2026-06-29)

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

  • AVW
    • rule: market-maker flow 0.04
    • 5d broker flow — inst $+0, retail $+0, mm $+470
  • DM1
    • rule: market-maker flow 0.22
    • 5d broker flow — inst $+0, retail $+0, mm $+6,369
  • DYM
    • rule: market-maker flow 0.27
    • 5d broker flow — inst $+0, retail $+0, mm $+2,125
  • EMV
    • rule: market-maker flow 0.12
    • 5d broker flow — inst $+1,500, retail $+0, mm $+8,221

❓ Below thresholds

  • 14D · Ceasing to be a substantial holder
    • 〰️ Momentum: NEUTRAL · 5d -17.0% · 20d -30.8% · 48% off high · RSI 57
    • rule: flow below classification thresholds · holder-exit notice
    • price-sensitive announcement: Ceasing to be a substantial holder
  • AAJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,000, retail $+28,219, mm $+7,259
  • AEE
    • 📉 Momentum: DOWNTREND · 5d -4.8% · 20d -16.7% · 63% off high · RSI 47
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+120,914, retail $+90,921, mm $+2,452
  • AGC
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+17,683, mm $+0
  • AIS · Change in substantial holding
    • 📉 Momentum: DOWNTREND · 5d -7.8% · 20d -19.3% · 47% off high · RSI 51
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+479,734, retail $+4,275,452, mm $+51,705
    • net +$62,402, buy ratio 71% (2026-06-29)
    • price-sensitive announcement: Change in substantial holding
  • APC
    • rule: no volume baseline available
    • 5d broker flow — inst $+14,708, retail $-84, mm $+711
  • AR9
    • ↗️ Momentum: UPTREND · 5d +11.8% · 20d -7.6% · 60% off high · RSI 48 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+20,986, retail $+62,978, mm $+0
    • yesterday vol 1.8× avg ($225,315 $-vol)
  • AW1 · Drilling Success Continues at West Desert
    • 📉 Momentum: DOWNTREND · 5d -9.8% · 20d -11.9% · 54% off high · RSI 38
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,930, retail $+79,857, mm $+14,268
    • net $1,230, buy ratio 0% (2026-06-29)
    • price-sensitive announcement: Drilling Success Continues at West Desert
  • BC8
    • 📉 Momentum: DOWNTREND · 5d -12.2% · 20d -25.9% · 46% off high · RSI 49
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+106,259, retail $+1,809,962, mm $+219,414
  • BRN 🔥 Flow spike (≥2.5× baseline) 2.9×
    • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -8.6% · 35% off high · RSI 43 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+206,045, retail $+356,025, mm $+46,852
    • net +$3, buy ratio 50% (2026-06-29)
  • BUS
    • rule: no volume baseline available
    • 5d broker flow — inst $+823, retail $+2,855, mm $+1,181
  • CBA
    • ↘️ Momentum: PULLBACK · 5d -2.5% · 20d -1.4% · 12% off high · RSI 60
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+68,528,053, retail $+17,629,598, mm $+54,361,015
    • net +$13,961,452, buy ratio 83% (2026-06-29)
  • CDR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+3,788, mm $+0
  • CNJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2, retail $-3, mm $+0
    • net $2, buy ratio 0% (2026-06-29)
  • CUF
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+24,964, retail $+258,414, mm $+0
  • EFE
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+1,907
  • FMG
    • 📉 Momentum: DOWNTREND · 5d -0.1% · 20d -13.8% · 16% off high · RSI 46 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,313,591, retail $+21,393,959, mm $+5,851,872
  • GBR · Ceasing to be a substantial holder
    • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -24.5% · 52% off high · RSI 41
    • rule: flow below classification thresholds · holder-exit notice
    • yesterday vol 1.8× avg ($604,512 $-vol)
    • price-sensitive announcement: Ceasing to be a substantial holder
  • GED
    • rule: no volume baseline available
    • 5d broker flow — inst $+18,355, retail $+7,161, mm $+0
  • GMN
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $+1,834, mm $+0
  • GTI
    • rule: no volume baseline available
    • 5d broker flow — inst $+37,669, retail $+46,784, mm $+0
    • net +$3,759, buy ratio 100% (2026-06-29)
  • HTG
    • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -38.9% · 59% off high · RSI 17
    • rule: no volume baseline available
    • yesterday vol 1.9× avg ($353,055 $-vol)
  • IMI
    • 〰️ Momentum: NEUTRAL · 5d +16.7% · 20d -12.5% · 56% off high · RSI 60 · 1d up
    • rule: no volume baseline available
    • 5d broker flow — inst $+18,776, retail $+3,969, mm $+1,593
    • yesterday vol 13.1× avg ($75,707 $-vol)
  • ITM
    • rule: no volume baseline available
    • 5d broker flow — inst $+9,567, retail $+36,500, mm $+512
  • IVZ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+97,672, retail $+93,071, mm $+7,049
  • LAC
    • rule: no volume baseline available
    • 5d broker flow — inst $+61,495, retail $+0, mm $+0
    • net +$32,565, buy ratio 100% (2026-06-29)
  • LNQ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,280, retail $+17,213, mm $+1,391
  • LPM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+3,036
  • LRD
    • rule: no volume baseline available
    • 5d broker flow — inst $+19,205, retail $+7,681, mm $+894
  • LRV
    • 📉 Momentum: DOWNTREND · 5d -6.8% · 20d -16.4% · 26% off high · RSI 54
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+90,501, retail $+1,005,090, mm $+87,247
  • LSR
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -28.6% · 80% off high · RSI 44
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+23,766, retail $+36,083, mm $+5,792
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -9.2% · 20d -31.0% · 35% off high · RSI 38 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,362,042, retail $+19,919,563, mm $+6,572,685
    • net +$912,800, buy ratio 89% (2026-06-29)
  • LYC
    • ↘️ Momentum: PULLBACK · 5d -6.5% · 20d -4.6% · 18% off high · RSI 64 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+10,106,503, retail $+5,497,190, mm $+13,984,314
  • MQR
    • rule: no volume baseline available
    • 5d broker flow — inst $+59,837, retail $+46,881, mm $+2,232
    • net +$5,443, buy ratio 87% (2026-06-29)
  • NC6
    • rule: no volume baseline available
    • 5d broker flow — inst $+250, retail $+250, mm $+0
    • net +$250, buy ratio 100% (2026-06-29)
  • NPM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+4,800, mm $+0
  • NVX
    • 📉 Momentum: DOWNTREND · 5d -6.2% · 20d -40.0% · 85% off high · RSI 14
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+16,478, retail $+1,569,726, mm $+11,330
  • NWM
    • rule: no volume baseline available
    • 5d broker flow — inst $-128,748, retail $+0, mm $+2,001
  • OM1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,454, retail $+29,371, mm $+5,616
  • PDN 🔥🔥 Flow surge (≥5× baseline) 5.2×
    • ↘️ Momentum: PULLBACK · 5d +2.4% · 20d -6.6% · 32% off high · RSI 56 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+8,611,971, retail $+3,767,346, mm $+3,546,002
  • PLS 🔥🔥 Flow surge (≥5× baseline) 7.2×
    • 📉 Momentum: DOWNTREND · 5d -9.7% · 20d -22.0% · 24% off high · RSI 36 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+14,688,372, retail $+10,832,072, mm $+6,152,659
  • PNT
    • rule: no volume baseline available
    • 5d broker flow — inst $+5,750, retail $+2,619, mm $+5,558
  • PPS
    • ↘️ Momentum: PULLBACK · 5d +0.8% · 20d -6.2% · 27% off high · RSI 44
    • rule: flow below classification thresholds
    • yesterday vol 1.6× avg ($1,016,539 $-vol)
  • QEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,185, retail $+0, mm $+2,960
  • QXR
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+2,540, mm $+0
  • RCM
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -22.5% · 65% off high · RSI 50 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+10,965, retail $+287,602, mm $+2,038
    • net $906, buy ratio 0% (2026-06-29)
  • RDS
    • rule: no volume baseline available
    • 5d broker flow — inst $-45, retail $+5,323, mm $+840
  • RIE
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+1,822, mm $+0
  • SHN · Mt Moss Acquisition Completed & Production Pathway Advanced
    • rule: flow below classification thresholds
    • price-sensitive announcement: Mt Moss Acquisition Completed & Production Pathway Advanced
  • SRN
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $-451, mm $+0
  • SYR
    • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -12.0% · 79% off high · RSI 50 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+158,731, retail $+415,199, mm $+5,888
  • ZEU
    • rule: no volume baseline available
    • 5d broker flow — inst $+4,640, retail $+17,840, mm $+1,415

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 13 session(s) running, +$7,716,089 cumulative
  • LYC — Resource specialists net buy 11 session(s) running, +$12,037,631 cumulative
  • CXO — Resource specialists net buy 9 session(s) running, +$5,632,335 cumulative
  • VMM — Resource specialists net buy 8 session(s) running, +$2,787,030 cumulative
  • WC8 — Resource specialists net buy 8 session(s) running, +$1,542,462 cumulative
  • PLS — Argonaut net buy 7 session(s) running, +$1,750,000 cumulative
  • BRN — Bell Potter net buy 7 session(s) running, +$350,000 cumulative
  • NWM — Morgan Stanley net sell 7 session(s) running, -$1,050,000 cumulative
  • FMG — Resource specialists net buy 7 session(s) running, +$8,607,351 cumulative
  • SLM — Resource specialists net buy 5 session(s) running, +$818,018 cumulative

Scanned 181 tickers · 17 spike(s) · 94 filtered (low $-vol) · 3 yfinance error(s)