📊 8 Jul 2026 (Wed) — Daily Brief

Generated 2026-07-08 18:35 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 36 watchlist match(es) · 16 price-sensitive

• ASN — Change in substantial holding · 17:32 · link
  • 💰 Voting power increase: 8.83% to 10.07% · Shares acquired: 19,984,637 · Total shares on issue: 1,619,554,595 · Market cap: $70m (confidence: high)
• CBA — Becoming a substantial holder for AFG · CBA · link (only seen on asxdotcom)
  • 💰 CBA voting power in AFG: 5.01% · Total AFG shares held: 13,523,109 · Date became substantial holder: 07/07/2026 · Holding mechanism: Via Avanteos Investments & Colonial First State Investments (confidence: high)
• AR1 — LRV: Competing Proposal Response · AR1 · link (only seen on asxdotcom)
  • 💰 Larvotto market cap: $662m · Austral market cap: $175m · Larvotto cash (31 Mar 2026): A$81.7m · Undrawn funding (received Jun 2026): A$52.2m (confidence: medium)
• MGU — MINERALISED FOOTPRINT GROWS WITH COMPELLING REE DESORPTION · MGU · link (only seen on asxdotcom)
• AR3 — Niobium-Rare Earth Carbonatite System Identified at Overland · AR3 · link (only seen on asxdotcom)
  • 💰 TREO (main interval): 0.61% over 19m · NdPr fraction: 20% of TREO · Niobium (Nb2O5, peak): 0.53% in 1m sub-interval · Hole depth: 105m (confidence: high)
• ILA — Investor Presentation - Ebola Clinical Program · ILA · link (only seen on asxdotcom)
  • 💰 Market cap: $130m · Cash on hand: $14.2m · Shares on issue: 295.9m · Price per share: $0.475 (confidence: medium)
• EMT — Completion of Consolidation of Capital · EMT · link (only seen on asxdotcom)
  • 💰 Post-consolidation shares: 97,500,111 · Market cap: $425k · Free float: 5% (confidence: medium)
• LRV — Competing Proposal Response · LRV · link (only seen on asxdotcom)
  • 💰 Larvotto market cap: $662m · Austral market cap: $175m · Larvotto cash (31-Mar-26): A$81.7m · Undrawn funding (post-Jun-26): A$52.2m (confidence: high)
• CPO — Entitlement Issue of Options Prospectus · CPO · link (only seen on asxdotcom)
  • 💰 Capital raised: ~$495,868 · Options issued: 198,347,374 · Exercise price: $0.0175 · Issue price per option: $0.0025 (confidence: high)
• NXM — Nexus Move to 100% Ownership of the Pinnacles Gold Project · NXM · link (only seen on asxdotcom)
  • 💰 Pinnacles Combined MRE: 609,000t @ 4.0 g/t Au for 78,000 oz · Underground MRE: 450,000t @ 4.6 g/t Au for 66,000 oz · Nexus stake: 100% (acquired remaining 10% from Northern Star) · NSR royalty: 1.5% net smelter return (0.5% buyback option at $550k) (confidence: medium)
• ITM — Exceptional Gold-Antimony Results in Solis at Reynolds Range · ITM · link (only seen on asxdotcom)
  • 💰 Peak gold (soil): 12.1 g/t Au · Peak antimony (soil): 9.1% Sb · Samples >1 g/t Au: 9 of 182 · pXRF-lab As correlation: ρ = 0.83 (confidence: medium)
• EVR — Plant Production Timeline Pathway and Los Lirios Results · EVR · link (only seen on asxdotcom)
  • 💰 Tecomatlán timeline to operation: 10–12 months · Flotation recovery (Chinantla ore): 81% Sb · Flotation concentrate grade: 42.4% Sb · Cofradia channel assay (validated): 2.2m @ 5.2% Sb (confidence: medium)
• OD6 — SPECTACULAR GRADE & WIDTHS CONTINUES AT HORSESHOE · OD6 · link (only seen on asxdotcom)
  • 💰 SE Wall: 50m @ 63.9% CaF2 · NW Wall: 22m @ 70.7% CaF2 · Central Bench: 15m @ 75.8% CaF2 · Average across 118 samples: 64.4% CaF2 (confidence: high)
• CU6 — Ceasing to be a substantial holder · CU6 · link (only seen on asxdotcom)
  • 💰 JPMorgan holdings ceased: 1.3m shares (~$2.8m at $2.10 avg) · Cessation date: 3 July 2026 · Prior holding balance: 19.2m shares · Stock price (transaction range): $1.82–$2.19 AUD (confidence: high)
• CPN — High-Grade Tin Intersection at Kelpie · CPN · link (only seen on asxdotcom)
  • 💰 Best intersection (BRC055): 20m @ 2.11% Sn from 107m depth · Vertical depth to mineralization: ~95m below surface · Current Kelpie resource: 3.94Mt @ 0.50% Sn (19,300t Sn) · Tin price context: US$50,000/t (4x copper price) (confidence: high)
• WC1 — Review Identifies High-Grade Scandium Targets at Salazar · WC1 · link (only seen on asxdotcom)
  • 💰 Scandium Resource: 15Mt @ 153ppm Sc₂O₃ (Inferred) · High-grade intercepts: 649ppm Sc₂O₃ over 3m at SAC358 · Acid leach recovery: 81% at atmospheric pressure, 95°C · Bioleach recovery (early): 39% over 27 days (confidence: medium)

⚠️ 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, ACW, AR1, AR3, ARU, ASN, CBA, CPN, CPO, CU6, CUF, EMT, EVR, GCM, GT1, ILA, ITM, LRV, MGU, NXM, OD6, VFY, WC1

📊 Per-source counts

• hotcopper: 97 total, 6 watchlist match(es)
• asxdotcom: 540 total, 38 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

20 announcement(s) across 13 ticker(s): 14D, ACW, ARU, ASN, AVH, CPO, CUF, GCM, GT1, ILA, RML, SGA, VFY

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

Volume: yfinance (2026-07-07) · Flow: Market Lens (live, 2026-07-03)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-03 (T-3) vs each name's own trailing baseline · 6 spike(s) out of 80 institutional name(s).

• SPD 🔥🔥 Flow surge (≥5× baseline) 5.6× · today $201k vs base $36k (5 sess)
  • 🌱 Momentum: COILED · 5d +9.9% · 20d +2.2% · 57% off high · RSI 48 · 3d up
  • 🧠 Why: # SPD Institutional Accumulation Analysis

Most Likely Driver: Institutions are accumulating SPD into a vacuum of negative catalysts—the stock is down 57% from 52-week highs yet showing genuine 5-day momentum (9.9%) without any announced news to explain the bounce. This pattern suggests informed positioning ahead of an unannounced event (earnings, M&A, restructuring, or strategic update), or contrarian conviction that recent weakness was overdone. The 5.6x spike in institutional buying on a coiled RSI (47.9) and 20-day flatness indicates accumulation is deliberate rather than reactive.

Biggest Risk to This Read: The absence of announced catalysts is itself the risk. If the bounce was purely technical oversold recovery without institutional knowledge of upcoming material information, the accumulation could reverse sharply on profit-taking or deteriorating fundamentals. With no news to anchor the move, sentiment can flip quickly—especially in small-caps where liquidity is thin and institutional positions can crowd the same trade.

• AIS 🔥🔥 Flow surge (≥5× baseline) 5.1× · today $658k vs base $128k (5 sess)
  • ↘️ Momentum: PULLBACK · 5d -1.4% · 20d -5.2% · 46% off high · RSI 31
  • 🧠 Why: # AIS Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into a oversold pullback (-5.2% over 20 days, RSI 31.4) following a genuine exploration catalyst (gold intersections at Golden Plateau on 2026-06-09). The 5x spike in institutional buying today, coupled with recent volatility in substantial holder positions (MUFG exit on 2026-07-06 may have cleared the cap table), suggests smart money is re-positioning after retail/momentum sellers have flushed out, likely betting on drill results flow or merger/takeover interest in a gold exploration asset with tangible upside catalysts.

Biggest Risk: The headline "Ceasing to be a substantial holder from MUFG" two days ago (2026-07-06) could signal loss of confidence or forced selling by a major backer rather than a clean hand-off—if MUFG's exit was distressed or due diligence failure, today's institutional buying could be front-running bad news rather than accumulating ahead of good news. Without visibility into free float tightness or the reason for MUFG's departure, the bullish read is vulnerable to reversal.

• QPM 🔥 Flow spike (≥2.5× baseline) 4.0× · today $228k vs base $57k (5 sess)
  • 🧠 Why: # QPM Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating ahead of the price-sensitive announcement released on 2026-07-06 (two days before the spike), likely positioning for disclosure of material information that was under trading halt. The 4x surge in institutional buying (net +228k shares vs. baseline 57k) on 2026-07-08 suggests informed accumulation after the halt lift, indicating conviction that the announcement contains positive catalysts the market has underpriced given QPM's severe downtrend.

Biggest Risk to This Read: The stock is deeply oversold (RSI 14 = 7.1, down 81% from 252-day high) and down 31% in five days, creating a potential "falling knife" scenario where institutions may be accumulating into deteriorating fundamentals rather than genuine upside—especially if the price-sensitive announcement merely explains prior bad news rather than reversing the trend. Without visibility on announcement content or institutional conviction depth (free float data unavailable), this could be capitulation buying or a partial position-building trap.

• SYR 🔥 Flow spike (≥2.5× baseline) 3.9× · today $235k vs base $60k (5 sess)
  • 🌱 Momentum: COILED · 5d +9.5% · 20d +0.0% · 78% off high · RSI 40
  • 🧠 Why: # SYR: Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions are accumulating SYR into a technical setup that suggests mean reversion or breakout potential—the stock is 77.7% below its 252-day high, down 0% over 20 days (consolidation) but up 9.5% in 5 days, with RSI at 40 (neither oversold nor overbought but moving up). The spike is real (3.9x baseline) and occurs into a "coiled" momentum state, implying institutions may be positioning ahead of a catalyst they anticipate or ahead of technical breakout confirmation.

Critical Caveat: The catalysts array is empty—no recent price-sensitive announcements are flagged. This means either (1) a non-public catalyst is driving the trade, (2) institutions are purely technical/sentiment-driven, or (3) the signal is noise. Without a disclosed driver, conviction is lower and the risk of reversal is elevated.

Biggest Risk to This Read: If the institutional flow reverses within the next 2–3 days (i.e., next broker settlement after T-3 lag), it would signal the spike was tactical/algorithmic rather than conviction-based accumulation—leaving retail and thin free-float holders exposed

• CUV 🔥 Flow spike (≥2.5× baseline) 3.1× · today $546k vs base $176k (5 sess)
  • ↗️ Momentum: UPTREND · 5d +0.1% · 20d +16.1% · 25% off high · RSI 62 · 1d up
  • 🧠 Why: # CUV Institutional Accumulation Analysis

Most likely driver: Institutions are accumulating ahead of U.S. regulatory clarity—the 20-F filing (June 16) signals CLINUVEL's formal entry into SEC oversight and likely unlocks institutional index inclusion eligibility and U.S. investor access that was previously restricted. Combined with 20-day momentum of +16% and an RSI of 61.6 (strong but not overbought), this appears to be a genuine re-rating by quality-focused institutions rather than short-term momentum chasing.

Single biggest risk: The complete absence of share-register data and free-float visibility means we cannot determine whether this spike represents true incremental institutional demand or simply concentrated buying within a tight register—if float is severely constrained, the apparent accumulation could evaporate quickly once insiders or early holders rebalance, leaving late arrivals in a liquidity crisis.

• PLS 🔥 Flow spike (≥2.5× baseline) 2.6× · today $6.9M vs base $2.7M (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -3.2% · 20d -17.1% · 28% off high · RSI 18

⭐ Tier 1 — confluence + catalyst

• CPN · High-Grade Tin Intersection at Kelpie
  • rule: cross-group flow: resource 0.36× ADV banks 0.44× ADV + price-sensitive announcement
  • 5d broker flow — inst $+42,706, retail $+19,998, mm $+2,889
  • price-sensitive announcement: High-Grade Tin Intersection at Kelpie
• ILA · Investor Presentation - Ebola Clinical Program
  • 🚀 Momentum: EXTENDED · 5d +25.0% · 20d +35.7% · 17% off high · RSI 74 · 1d up
  • rule: volume spike 18.3x + price-sensitive announcement
  • 5d broker flow — inst $+18,851, retail $+25,727, mm $+13,023
  • yesterday vol 18.3× avg ($1,573,167 $-vol)
  • net +$5,269, buy ratio 100% (2026-07-03)
  • price-sensitive announcement: Investor Presentation - Ebola Clinical Program
• LRV · Competing Proposal Response
  • 〰️ Momentum: NEUTRAL · 5d +4.5% · 20d -4.5% · 20% off high · RSI 32
  • rule: resource-specialist flow 0.13× ADV + price-sensitive announcement
  • 5d broker flow — inst $+357,961, retail $+1,902,287, mm $+0
  • net +$278,809, buy ratio 96% (2026-07-03)
  • price-sensitive announcement: Competing Proposal Response
• OD6 · SPECTACULAR GRADE & WIDTHS CONTINUES AT HORSESHOE
  • 🚀 Momentum: EXTENDED · 5d +33.3% · 20d +21.7% · 32% off high · RSI 73
  • rule: resource-specialist flow 0.34× ADV + price-sensitive announcement
  • 5d broker flow — inst $+85,519, retail $+157,514, mm $+32,081
  • price-sensitive announcement: SPECTACULAR GRADE & WIDTHS CONTINUES AT HORSESHOE

🏦 Institutional confluence (pre-positioning)

• QPM 🔥 Flow spike (≥2.5× baseline) 4.0×
  • rule: cross-group flow: resource 0.53× ADV banks 4.70× ADV
  • 5d broker flow — inst $+499,611, retail $+150,106, mm $+1,916
• +23 steady institutional name(s) (no flow spike): ACW, ALR, APX, BOA, CY5, GCM, GL1, GRR, IMI, KRR, LAC, LKE, LNQ, MQR, MSB, ODE, REE, RNU, SLM, SNX, TLG, TM1, TOR

🎯 Resource-specialist flow

• AIS 🔥🔥 Flow surge (≥5× baseline) 5.1×
  • ↘️ Momentum: PULLBACK · 5d -1.4% · 20d -5.2% · 46% off high · RSI 31
  • rule: resource-specialist flow 0.18× ADV
  • 5d broker flow — inst $+883,055, retail $+2,908,122, mm $+1,728,847
  • net +$658,249, buy ratio 82% (2026-07-03)
• +18 steady institutional name(s) (no flow spike): BMM, CBE, DEV, DM1, G50, GDM, GTI, KLI, NC6, NPM, ONE, OR3, PNN, SER, SGA, SNM, WC8, XPN

🏦 Investment-bank flow

• SPD 🔥🔥 Flow surge (≥5× baseline) 5.6×
  • 🌱 Momentum: COILED · 5d +9.9% · 20d +2.2% · 57% off high · RSI 48 · 3d up
  • rule: investment-bank flow 2.23× ADV
  • 5d broker flow — inst $+228,030, retail $+52,573, mm $+27,522
• SYR 🔥 Flow spike (≥2.5× baseline) 3.9×
  • 🌱 Momentum: COILED · 5d +9.5% · 20d +0.0% · 78% off high · RSI 40
  • rule: investment-bank flow 0.50× ADV
  • 5d broker flow — inst $+508,246, retail $+370,166, mm $+9,893
• CUV 🔥 Flow spike (≥2.5× baseline) 3.1×
  • ↗️ Momentum: UPTREND · 5d +0.1% · 20d +16.1% · 25% off high · RSI 62 · 1d up
  • rule: investment-bank flow 1.18× ADV
  • 5d broker flow — inst $+1,289,828, retail $+223,365, mm $+311,171
• +54 steady institutional name(s) (no flow spike): 4DX, AAU, AEE, AGY, AR3, ARR, ARU, ASN, AT4, ATV, AYA, BRN, BUX, CBA, CPO, CTO, CU6, CXO, DRE, DRO, DTR, ECL, EGR, EIQ, EMV, EYE, FDR, GA8, GED, GT1, HLS, IMU, IOV, IVZ, KAR, KTA, LIN, LKY, MEM, NEU, NVU, NVX, PDN, PEN, PR1, QXR, RML, RMX, SGQ, SLS, TMX, VMM, WA1, WBT

🛒 Retail-only flow

• ABX
  • rule: retail flow 2.77× ADV
  • 5d broker flow — inst $+0, retail $+80,343, mm $+3,508
• ATT
  • rule: retail flow 0.28× ADV
  • 5d broker flow — inst $+0, retail $+1,992, mm $+0
• BUS
  • rule: retail flow 1.33× ADV
  • 5d broker flow — inst $+0, retail $+10,185, mm $+570
• CRR
  • rule: retail flow 3.82× ADV
  • 5d broker flow — inst $+0, retail $+86,135, mm $+0
• EMT · Completion of Consolidation of Capital
  • rule: retail flow 3.83× ADV
  • 5d broker flow — inst $+0, retail $+29,403, mm $+0
  • price-sensitive announcement: Completion of Consolidation of Capital
• EVR · Plant Production Timeline Pathway and Los Lirios Results
  • rule: retail flow 1.72× ADV
  • 5d broker flow — inst $-253, retail $+51,605, mm $+6,765
  • price-sensitive announcement: Plant Production Timeline Pathway and Los Lirios Results
• FNR
  • rule: retail flow 0.90× ADV
  • 5d broker flow — inst $+0, retail $+3,500, mm $+0
• GAL
  • rule: retail flow 1.34× ADV
  • 5d broker flow — inst $+0, retail $+34,115, mm $+2,457
• GMN
  • rule: retail flow 1.21× ADV
  • 5d broker flow — inst $-1,340, retail $+15,788, mm $+0
• HVY
  • rule: retail flow 1.94× ADV
  • 5d broker flow — inst $+0, retail $+23,697, mm $+0
• LSR
  • rule: retail flow 0.88× ADV
  • 5d broker flow — inst $+2,500, retail $+118,443, mm $+2,902
• MAY
  • rule: retail flow 1.64× ADV
  • 5d broker flow — inst $-455, retail $+33,315, mm $+473
• MRD
  • 🌱 Momentum: COILED · 5d +19.1% · 20d -3.9% · 56% off high · RSI 50 · 1d up
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+0, retail $+8,438, mm $+2,851
  • yesterday vol 2.8× avg ($63,225 $-vol)
• NWM
  • rule: retail flow 1.85× ADV
  • 5d broker flow — inst $+0, retail $+14,297, mm $+0
• OM1
  • rule: retail flow 1.32× ADV
  • 5d broker flow — inst $-2,160, retail $+14,555, mm $+5,616
• PNT
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $-222, retail $+2,619, mm $+4,497
• RAP
  • rule: retail flow 0.45× ADV
  • 5d broker flow — inst $-24,790, retail $+22,051, mm $+0
  • net $20,350, buy ratio 0% (2026-07-03)
• RDS
  • rule: retail flow 2.29× ADV
  • 5d broker flow — inst $-330, retail $+7,634, mm $+840
• RIE
  • rule: retail flow 1.53× ADV
  • 5d broker flow — inst $-275, retail $+3,991, mm $+0
• SQX
  • rule: retail flow 3.52× ADV
  • 5d broker flow — inst $+0, retail $+44,378, mm $+617
• WC1 · Review Identifies High-Grade Scandium Targets at Salazar
  • rule: retail flow 0.56× ADV
  • 5d broker flow — inst $+0, retail $+7,500, mm $+0
  • price-sensitive announcement: Review Identifies High-Grade Scandium Targets at Salazar
• WIN
  • rule: retail flow 0.48× ADV
  • 5d broker flow — inst $+0, retail $+13,463, mm $+2,993
• ZEU
  • rule: retail flow 3.84× ADV
  • 5d broker flow — inst $+0, retail $+12,965, mm $+1,213
• ZMI
  • rule: retail flow 0.31× ADV
  • 5d broker flow — inst $-6,084, retail $+7,923, mm $+0

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

• APC
  • rule: market-maker flow 0.39× ADV
  • 5d broker flow — inst $-8, retail $-84, mm $+711
• AVW
  • rule: market-maker flow 0.26× ADV
  • 5d broker flow — inst $-407, retail $+0, mm $+1,801
• GNM
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+760
• ITM · Exceptional Gold-Antimony Results in Solis at Reynolds Range
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $-1,155, retail $-1,155, mm $+155
  • net $1,155, buy ratio 0% (2026-07-03)
  • price-sensitive announcement: Exceptional Gold-Antimony Results in Solis at Reynolds Range
• LRD
  • rule: market-maker flow 0.15× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+894
• T3D
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+334, retail $+0, mm $+112

❓ Below thresholds

• AAJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,387, retail $+1,800, mm $+10,808
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $-2,300, retail $+41,130, mm $+1,449
• ALM
  • ↘️ Momentum: PULLBACK · 5d +8.3% · 20d -7.1% · 35% off high · RSI 50 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,328, retail $+20,514, mm $+3,204
  • yesterday vol 1.5× avg ($63,010 $-vol)
• AON
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,237, retail $+44,197, mm $+591
• AR1 · LRV: Competing Proposal Response
  • 📉 Momentum: DOWNTREND · 5d -11.0% · 20d -22.6% · 59% off high · RSI 21
  • rule: flow below classification thresholds
  • yesterday vol 1.7× avg ($641,321 $-vol)
  • price-sensitive announcement: LRV: Competing Proposal Response
• AR9
  • 📉 Momentum: DOWNTREND · 5d +1.5% · 20d -23.9% · 67% off high · RSI 34
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+15,137, retail $+109,999, mm $+31,834
  • net $364, buy ratio 0% (2026-07-03)
• AVH
  • 🚀 Momentum: EXTENDED · 5d +19.6% · 20d +25.3% · 26% off high · RSI 84 · 1d up
  • rule: no volume baseline available
  • yesterday vol 1.8× avg ($1,174,253 $-vol)
• AW1
  • 📉 Momentum: DOWNTREND · 5d -5.3% · 20d -12.2% · 55% off high · RSI 10
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+24,938, retail $+213,831, mm $+970
• BC8
  • 📉 Momentum: DOWNTREND · 5d +7.4% · 20d -10.4% · 41% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+110,248, retail $+2,991,503, mm $+420,994
• BM8
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,542, retail $+50,487, mm $+2,290
• CNJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2, retail $-3, mm $+0
• CUF
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+14,655, retail $+68,514, mm $+16,460
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+4,103, retail $+0, mm $+6,010
• EXR
  • ↗️ Momentum: UPTREND · 5d +8.3% · 20d +18.2% · 21% off high · RSI 62
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+28,948, retail $+242,107, mm $+8,760
• FMG
  • ↘️ Momentum: PULLBACK · 5d -4.0% · 20d -6.9% · 20% off high · RSI 23
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,121,506, retail $+62,700,781, mm $+2,141,600
  • net +$1,959,938, buy ratio 76% (2026-07-03)
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $-15,000, retail $+53,350, mm $+0
• LTR
  • 📉 Momentum: DOWNTREND · 5d -9.2% · 20d -26.1% · 42% off high · RSI 14
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,633,556, retail $+21,529,254, mm $+2,941,447
  • net +$394,035, buy ratio 100% (2026-07-03)
• LYC
  • ↘️ Momentum: PULLBACK · 5d -6.4% · 20d -2.1% · 23% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,747,135, retail $+4,628,480, mm $+2,092,684
  • yesterday vol 1.6× avg ($96,428,057 $-vol)
• MGU · MINERALISED FOOTPRINT GROWS WITH COMPELLING REE DESORPTION
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,865, retail $+17,971, mm $+10,261
  • price-sensitive announcement: MINERALISED FOOTPRINT GROWS WITH COMPELLING REE DESORPTION
• MML
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-275, retail $+1,570, mm $+0
• MNE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,799, retail $-3,125, mm $+0
• MTM
  • 📉 Momentum: DOWNTREND · 5d +2.6% · 20d -16.7% · 70% off high · RSI 30
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+170,531, retail $+267,276, mm $+619,343
  • net $6,524, buy ratio 40% (2026-07-03)
• NXM · Nexus Move to 100% Ownership of the Pinnacles Gold Project
  • rule: flow below classification thresholds
  • price-sensitive announcement: Nexus Move to 100% Ownership of the Pinnacles Gold Project
• NXT
  • 📉 Momentum: DOWNTREND · 5d -5.3% · 20d -12.6% · 23% off high · RSI 37 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,093,570, retail $+5,650,722, mm $+0
  • net +$40,195, buy ratio 52% (2026-07-03)
• PLS 🔥 Flow spike (≥2.5× baseline) 2.6×
  • 📉 Momentum: DOWNTREND · 5d -3.2% · 20d -17.1% · 28% off high · RSI 18
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+17,843,330, retail $+11,321,409, mm $+3,952,352
  • net +$79,975, buy ratio 56% (2026-07-03)
• PPS
  • 🌱 Momentum: COILED · 5d +4.4% · 20d -4.1% · 23% off high · RSI 48 · 1d up
  • rule: flow below classification thresholds
  • yesterday vol 1.6× avg ($1,187,649 $-vol)
• QEM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,011, retail $-629, mm $+2,960
• RCM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,365, retail $+133,049, mm $+0
• RNX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,219, retail $-47, mm $+0
• SRN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $-451, mm $+0

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 16 session(s) running, +$10,436,845 cumulative
• LYC — Resource specialists net buy 11 session(s) running, +$12,037,631 cumulative
• WC8 — Resource specialists net buy 10 session(s) running, +$2,743,638 cumulative
• FMG — Resource specialists net buy 9 session(s) running, +$10,689,724 cumulative
• PLS — Resource specialists net buy 9 session(s) running, +$5,549,685 cumulative
• LRV — Resource specialists net buy 4 session(s) running, +$1,365,349 cumulative
• MSB — Resource specialists net buy 4 session(s) running, +$784,188 cumulative
• WA1 — Resource specialists net buy 4 session(s) running, +$566,185 cumulative
• 4DX — Resource specialists net buy 3 session(s) running, +$1,377,645 cumulative
• AIS — Resource specialists net buy 3 session(s) running, +$883,055 cumulative

Scanned 185 tickers · 16 spike(s) · 100 filtered (low $-vol) · 3 yfinance error(s)