morning brief · 2026-07-10← 2026-07-092026-07-13 →letter

📊 10 Jul 2026 (Fri) — Daily Brief

Generated 2026-07-10 09:48 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 19 watchlist match(es) · 12 price-sensitive

  • EMT — Mineral Range Tungsten Project, Exploration Update · 09:32
    • 💰 Project: Mineral Range Tungsten Project · Commodity: Tungsten · Update_type: Exploration (confidence: low)
  • BSR — Carlin System Pathfinders Identified at Bald Peaks Project · 09:26
    • 💰 Project: Bald Peaks · Target: Carlin System Pathfinders (confidence: low)
  • KTA — Drilling Highlights Visual Antimony at Zopkhito · 09:15 · link
    • 💰 Visual stibnite (best interval): ~50% in 0.6m massive zone · Antimony zones (surface): 2.86m at DD26ZOP-002 · Foreign resource (antimony): 225 kt @ 11.6% Sb (26,000 t contained Sb) · Foreign resource (gold): 7.1 Mt @ 3.7 g/t (815,119 oz) (confidence: medium)
  • NXT — Senior Debt Facilities Upsized to A$2.3 Billion · 09:06 · link
    • 💰 New debt facilities: A$2.3 billion · Total senior debt facilities post-close: A$8.7 billion · Upsize vs. May announcement: A$0.5 billion · Market cap: A$10.5 billion (confidence: high)
  • NWM — PRICE SENSITIVE · 09:04 · link (only seen on hotcopper)
    • 💰 Raise size: $1.89m · Issue price: $0.007 per share · Discount to last close: 22.2% · Shares issued: ~270.4m (1-for-4 entitlement) (confidence: high)
  • NWM — Norwest to conduct Entitlement Offer · 09:03 · link
    • 💰 Raise amount: $1.89m (before costs) · Offer price: $0.007/share · New shares issued: 270.4m shares · Underwritten: $1.26m (67%) (confidence: high)
  • GNM — New IP Targets Defined at Iron Butte Gold-Silver Project · 09:00 · link
    • 💰 Iron Butte Central chargeability anomaly: 30 mV/V undrilled · High-grade intersection (edge of anomaly): 1.5m at 13.5 g/t Au, 11.5 g/t Ag · Iron Butte South chargeability anomaly: 30 mV/V undrilled · Caetano North chargeability anomaly: 30 mV/V undrilled (confidence: medium)
  • GTI — PRICE SENSITIVE · 08:49 · link (only seen on hotcopper)
    • 💰 FY26 cash receipts (preliminary): $66.3m · Q4 FY26 cash receipts: $13.9m · Gratifii Connect+ pipeline TTV: $55m+ · Implied EBITDA contribution (run-rate): $2.75m+ (confidence: high)
  • GDM — Coonambula Moves Toward Maiden JORC Resource · 08:24 · link
    • 💰 Strike length confirmed: 730 m · Drilling program completed: 4,100 m · Best intersection: 12.0 m @ 1.03 g/t Au + 1.01 g/t Ag · Peak gold grade: 7.56 g/t Au (0.5 m intersection) (confidence: high)
  • HLS — Ceasing to be a substantial holder · 08:22 · link
    • 💰 Shares affected: ~1.4m ordinary shares · JPMorgan position: Ceased 7-Jul-2026 · Previous notice date: 2-Jul-2026 · Market cap: $283m (confidence: high)
  • NWM — Offer Letter · NWM · link (only seen on asxdotcom)
    • 💰 Raise size: $1.89m · New shares issued: ~270.4m · Issue price: $0.007 · Discount to last close: 22.2% (confidence: high)
  • GTI — Market Update · GTI · link (only seen on asxdotcom)
    • 💰 Q4 FY26 cash receipts: $13.9m · FY26 full-year cash receipts (forecast): $66.3m · Gratifii Connect+ enterprise pipeline TTV: $55m+ · Pipeline EBITDA contribution (exit run-rate): $2.75m+ (confidence: high)

⚠️ 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: GTI, NWM
  • Only on asxdotcom: GTI, NWM

📊 Per-source counts

  • hotcopper: 98 total, 17 watchlist match(es)
  • asxdotcom: 103 total, 17 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

7 announcement(s) across 6 ticker(s): 14D, NVQ, NVX, NWM, SGA, VFY

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

Volume: yfinance (2026-07-09) · Flow: Market Lens (live, 2026-07-07)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-07 (T-3) vs each name's own trailing baseline · 9 spike(s) out of 84 institutional name(s).

  • 4DX 🔥 Flow spike (≥2.5× baseline) 3.0× · today $5.5M vs base $1.8M (5 sess)
    • 🔐 Free-float: net-bought 745.85% of tradeable register today · Top-20 45% (conf: medium)
    • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d +11.8% · 40% off high · RSI 41
    • 🧠 Why: Most Likely Read: Institutions are accumulating ahead of near-term CTVQ commercialization catalysts following TGA approval (26 Jun), with the rapid substantial-holder churn (4 filings in 2 weeks ending 6 Jul) suggesting position-jockeying around a tight free float (54.7%) and top-20 concentration (45.3%). The 3x spike in institutional buying is likely driven by conviction that early revenue/uptake announcements will follow regulatory clearance, combined with structural scarcity in the register limiting supply.

Biggest Risk: Clinical adoption or reimbursement pathway uncertainty post-TGA approval—regulatory clearance does not guarantee hospital or payer traction, and if CTVQ ramps slower than institutions are modeling, the combination of high concentration and thin float could reverse sharply with minimal depth to absorb selling. Momentum is neutral and price is still 40% below 252-week highs, signaling limited retail FOMO to sustain the move.

  • G50 🔥🔥 Flow surge (≥5× baseline) 6.1× · today $223k vs base $37k (5 sess)
    • 🔐 Free-float: net-bought 0.64% of tradeable register today · Top-20 68% (conf: medium)
    • 🧠 Why: Read: Institutions are likely accumulating G50 ahead of anticipated assay results or resource estimate updates from the White Caps discovery announced June 22nd. The 6x spike in institutional buying into a down-trending stock (down 43% from 252-day high, RSI 36) suggests conviction on a near-term catalyst rather than momentum-chasing; the discovery headline is concrete, but assay timelines and maiden resource publication dates remain the real inflection points. With only 31.8% free float and top-20 holders at 68%, accumulation into tight registry suggests sophisticated positioning for a material announcement.

Biggest risk: The White Caps intercept itself (13.5m at 7.67 g/t) looks good on headline but may underperform once final metallurgical data, strip ratios, or pit economics are detailed—junior gold discoveries routinely disappoint on feasibility depth or capex estimates, triggering sharp institutional exits even after initial enthusiasm.

  • DEV 🔥🔥 Flow surge (≥5× baseline) 5.6× · today $197k vs base $35k (5 sess)
    • 🔐 Free-float: net-bought 0.38% of tradeable register today · Top-20 53% (conf: high)
    • 〰️ Momentum: NEUTRAL · 5d -3.9% · 20d +25.0% · 22% off high · RSI 31 · 2d up
    • 🧠 Why: Institutions are likely accumulating DEV because its recent inclusion in the Sprott Junior Uranium Miners ETF (June 22) has triggered algorithmic/passive inflows that will continue as the fund rebalances, combined with a tight free float (47% of cap) that amplifies the impact of even moderate accumulation. The 5.5x spike in institutional buying on July 10 (net 196k shares vs. 35k baseline) aligns with post-inclusion index-tracking mechanics rather than organic demand discovery.

Biggest risk to this read: The stock is down 3.85% over 5 days and trading at RSI 31 (oversold territory), suggesting the spike may represent ETF mechanical buying into weakness that could reverse if the uranium sector sentiment shifts or if broader uranium equities underperform. If inclusion buying was front-loaded and is now completed, the institutional bid could evaporate quickly, especially given DEV is still down 22% from its 252-day high.

  • MTM 🔥🔥 Flow surge (≥5× baseline) 11.6× · today $552k vs base $48k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -8.1% · 20d -12.2% · 70% off high · RSI 38
    • 🧠 Why: # MTM: Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions appear to be buying into MTM following the June 16 announcement of a successful multi-unit FJH test campaign—a technical milestone that likely de-risks a key development pathway—at a steep discount, with the stock down 70% from its 252-day high and trading at RSI 37.8 (oversold). The 11.6× spike in institutional net buying (552k shares vs. 48k baseline) suggests conviction that the market has overcorrected and that proof-of-concept on multi-unit operation removes a critical execution risk.

Biggest Risk to This Read: If the FJH test success was already widely anticipated (priced in) or if the "multi-unit" validation fails to translate into near-term commercial or funding momentum, institutional buying could be front-running a bounce that has no follow-through catalyst—leaving later buyers as bag-holders as the downtrend resumes.

  • AIS 🔥 Flow spike (≥2.5× baseline) 4.4× · today $1.4M vs base $315k (5 sess)
    • ↘️ Momentum: PULLBACK · 5d -1.4% · 20d +1.4% · 47% off high · RSI 39 · 1d up
    • 🧠 Why: # AIS Institutional Accumulation Analysis

Most Likely Reason for Accumulation: The spike is most likely driven by opportunistic accumulation during a pullback following MUFG's exit. MUFG ceased substantial holding on 2026-07-06 (4 days before the spike), removing a large overhang; simultaneously, AIS is down 4.7% from its 252-day high and trading at RSI 39.4 (oversold territory), creating a window for other institutions to build positions at depressed valuations without competing against a major holder.

Single Biggest Risk to This Read: The substantive holder churn (four filing changes in less than a month, culminating in MUFG's departure) may signal deteriorating fundamentals or governance concerns rather than a typical rotation—if the exits were driven by negative unpublished information rather than passive rebalancing, the subsequent buying could represent late-cycle trap accumulation by less-informed institutions chasing momentum into a downtrend.

  • CUV 🔥 Flow spike (≥2.5× baseline) 3.7× · today $782k vs base $213k (5 sess)
    • ↗️ Momentum: UPTREND · 5d +1.8% · 20d +18.1% · 23% off high · RSI 54 · 1d up
  • LYC 🔥 Flow spike (≥2.5× baseline) 3.1× · today $6.9M vs base $2.3M (5 sess)
    • ↘️ Momentum: PULLBACK · 5d -5.4% · 20d -0.2% · 24% off high · RSI 36
  • WA1 🔥 Flow spike (≥2.5× baseline) 2.9× · today $1.0M vs base $354k (5 sess)
    • 🌱 Momentum: COILED · 5d -2.0% · 20d +0.4% · 45% off high · RSI 43 · 1d up
  • TOR 🔥 Flow spike (≥2.5× baseline) 2.8× · today $166k vs base $60k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -20.7% · 58% off high · RSI 38 · 2d up

⭐ Tier 1 — confluence + catalyst

  • GDM · Coonambula Moves Toward Maiden JORC Resource
    • rule: cross-group flow: resource 0.13× ADV banks 0.25× ADV + price-sensitive announcement
    • 5d broker flow — inst $+4,994, retail $+19,714, mm $+1,788
    • net +$1,700, buy ratio 100% (2026-07-07)
    • price-sensitive announcement: Coonambula Moves Toward Maiden JORC Resource
  • GTI · PRICE SENSITIVE
    • rule: resource-specialist flow 0.70× ADV + price-sensitive announcement
    • 5d broker flow — inst $+4,200, retail $+4,200, mm $+0
    • net +$1,400, buy ratio 100% (2026-07-07)
    • price-sensitive announcement: PRICE SENSITIVE
  • KTA · Drilling Highlights Visual Antimony at Zopkhito
    • rule: resource-specialist flow 1.10× ADV + price-sensitive announcement
    • 5d broker flow — inst $+10,000, retail $+59,043, mm $+0
    • net +$10,000, buy ratio 100% (2026-07-07)
    • price-sensitive announcement: Drilling Highlights Visual Antimony at Zopkhito

🏦 Institutional confluence (pre-positioning)

  • G50 🔥🔥 Flow surge (≥5× baseline) 6.1×
    • rule: cross-group flow: resource 0.80× ADV banks 0.59× ADV
    • 5d broker flow — inst $+284,921, retail $+246,224, mm $+6,732
    • net +$107,264, buy ratio 100% (2026-07-07)
  • DEV 🔥🔥 Flow surge (≥5× baseline) 5.6×
    • 〰️ Momentum: NEUTRAL · 5d -3.9% · 20d +25.0% · 22% off high · RSI 31 · 2d up
    • rule: cross-group flow: resource 0.15× ADV banks 0.46× ADV
    • 5d broker flow — inst $+300,423, retail $+108,016, mm $+30,488
  • +13 steady institutional name(s) (no flow spike): ACW, ALM, ALR, APC, BMM, BOA, DM1, GCM, GT1, ONE, QPM, SNM, SPD

🎯 Resource-specialist flow

  • AIS 🔥 Flow spike (≥2.5× baseline) 4.4×
    • ↘️ Momentum: PULLBACK · 5d -1.4% · 20d +1.4% · 47% off high · RSI 39 · 1d up
    • rule: resource-specialist flow 0.61× ADV
    • 5d broker flow — inst $+2,672,995, retail $+3,517,600, mm $+598
    • net +$1,380,514, buy ratio 95% (2026-07-07)
  • WA1 🔥 Flow spike (≥2.5× baseline) 2.9×
    • 🌱 Momentum: COILED · 5d -2.0% · 20d +0.4% · 45% off high · RSI 43 · 1d up
    • rule: resource-specialist flow 0.75× ADV
    • 5d broker flow — inst $+1,971,649, retail $+100,995, mm $+243,233
    • net +$1,042,765, buy ratio 100% (2026-07-07)
  • +14 steady institutional name(s) (no flow spike): BRN, CPN, GL1, GRR, ILA, KRR, LKE, LRV, MNE, NC6, OR3, SER, SNX, WC8

🏦 Investment-bank flow

  • MTM 🔥🔥 Flow surge (≥5× baseline) 11.6×
    • 📉 Momentum: DOWNTREND · 5d -8.1% · 20d -12.2% · 70% off high · RSI 38
    • rule: investment-bank flow 0.42× ADV
    • 5d broker flow — inst $+640,943, retail $+126,383, mm $+150,592
    • net +$20,986, buy ratio 100% (2026-07-07)
  • CUV 🔥 Flow spike (≥2.5× baseline) 3.7×
    • ↗️ Momentum: UPTREND · 5d +1.8% · 20d +18.1% · 23% off high · RSI 54 · 1d up
    • rule: investment-bank flow 1.53× ADV
    • 5d broker flow — inst $+1,645,292, retail $+296,331, mm $+241,936
    • yesterday vol 1.7× avg ($1,856,808 $-vol)
  • 4DX 🔥 Flow spike (≥2.5× baseline) 3.0×
    • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d +11.8% · 40% off high · RSI 41
    • rule: investment-bank flow 0.43× ADV
    • 5d broker flow — inst $+14,405,990, retail $+2,203,345, mm $+321,717
    • net +$23,727, buy ratio 55% (2026-07-07)
  • TOR 🔥 Flow spike (≥2.5× baseline) 2.8×
    • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -20.7% · 58% off high · RSI 38 · 2d up
    • rule: investment-bank flow 0.94× ADV
    • 5d broker flow — inst $+222,672, retail $+481,731, mm $+61,253
    • yesterday vol 2.3× avg ($576,695 $-vol)
  • +43 steady institutional name(s) (no flow spike): AAU, AR3, ASN, ATV, AYA, BUX, CBA, CPO, CTO, CXO, CY5, DRO, EGR, EIQ, EMV, GA8, GED, IMI, IOV, KAR, LAC, LIN, LKY, MEM, MQR, MRD, NEU, NPM, NVU, NVX, OD6, ODE, OM1, PR1, QXR, REE, RMX, RNX, SLM, SYR, TM1, TMX, VMM

🛒 Retail-only flow

  • ABX
    • ↘️ Momentum: PULLBACK · 5d -4.3% · 20d -6.4% · 63% off high · RSI 32
    • rule: retail flow 1.80× ADV
    • 5d broker flow — inst $-1,191, retail $+52,022, mm $+0
    • yesterday vol 2.0× avg ($51,779 $-vol)
  • AGY
    • 📉 Momentum: DOWNTREND · 5d -12.2% · 20d -21.8% · 66% off high · RSI 31 · 1d up
    • rule: retail flow 0.53× ADV
    • 5d broker flow — inst $+0, retail $+91,681, mm $+0
  • APX
    • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -15.2% · 53% off high · RSI 15
    • rule: retail flow 0.58× ADV
    • 5d broker flow — inst $+7,479, retail $+1,700,983, mm $+55,864
    • net +$7,429, buy ratio 83% (2026-07-07)
  • BC8
    • ↘️ Momentum: PULLBACK · 5d -2.2% · 20d +3.5% · 43% off high · RSI 38
    • rule: retail flow 0.24× ADV
    • 5d broker flow — inst $+162,883, retail $+790,957, mm $+268,252
    • yesterday vol 1.5× avg ($4,722,771 $-vol)
  • BM8
    • rule: retail flow 0.49× ADV
    • 5d broker flow — inst $+0, retail $+12,250, mm $+0
  • CRR
    • rule: retail flow 0.45× ADV
    • 5d broker flow — inst $+4, retail $+10,385, mm $+373
  • DRE
    • rule: retail flow 1.18× ADV
    • 5d broker flow — inst $-5,494, retail $+129,483, mm $+0
    • net +$16, buy ratio 100% (2026-07-07)
  • ECL
    • rule: retail flow 1.86× ADV
    • 5d broker flow — inst $+0, retail $+97,416, mm $+0
  • FDR
    • 🚀 Momentum: EXTENDED · 5d +28.6% · 20d +2.9% · 45% off high · RSI 63 · 2d up
    • rule: retail flow 1.16× ADV
    • 5d broker flow — inst $+3,403, retail $+297,323, mm $+7,844
    • yesterday vol 2.6× avg ($893,016 $-vol)
  • GMN
    • rule: retail flow 0.11× ADV
    • 5d broker flow — inst $-3, retail $+1,350, mm $+0
  • ITM
    • rule: retail flow 0.88× ADV
    • 5d broker flow — inst $-1,155, retail $+11,060, mm $+155
  • KLI
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -14.9% · 17% off high · RSI 44 · 1d up
    • rule: retail flow 1.16× ADV
    • 5d broker flow — inst $-3,018, retail $+140,329, mm $+1,822
  • LSR
    • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -9.1% · 80% off high · RSI 38 · 1d up
    • rule: retail flow 0.37× ADV
    • 5d broker flow — inst $+0, retail $+43,571, mm $+1,496
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -11.7% · 20d -25.7% · 44% off high · RSI 17 · 1d up
    • rule: retail flow 0.54× ADV
    • 5d broker flow — inst $+925,014, retail $+21,030,454, mm $+964,855
    • yesterday vol 1.6× avg ($66,382,316 $-vol)
    • net +$254,629, buy ratio 63% (2026-07-07)
  • MGU
    • rule: retail flow 0.42× ADV
    • 5d broker flow — inst $+0, retail $+11,891, mm $+7,574
  • RAP
    • rule: retail flow 0.78× ADV
    • 5d broker flow — inst $-3,630, retail $+40,461, mm $+0
    • net +$4,622, buy ratio 100% (2026-07-07)
  • SGQ
    • 📉 Momentum: DOWNTREND · 5d -6.3% · 20d -15.2% · 46% off high · RSI 31 · 1d up
    • rule: retail flow 0.96× ADV
    • 5d broker flow — inst $+7,778, retail $+1,109,608, mm $+135,467
    • net $1,672, buy ratio 0% (2026-07-07)
  • SLS
    • 🚀 Momentum: EXTENDED · 5d +3.3% · 20d +56.9% · 6% off high · RSI 72
    • rule: retail flow 0.27× ADV
    • 5d broker flow — inst $+1,296, retail $+375,026, mm $+3,136
    • net +$2,248, buy ratio 100% (2026-07-07)
  • WIN
    • rule: retail flow 0.38× ADV
    • 5d broker flow — inst $+0, retail $+8,914, mm $+1,964
  • ZMI
    • rule: retail flow 0.23× ADV
    • 5d broker flow — inst $-6,000, retail $+5,344, mm $+0

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

  • MML
    • rule: market-maker flow 0.02× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+454
  • QEM
    • rule: market-maker flow 0.04× ADV
    • 5d broker flow — inst $-629, retail $-629, mm $+975
  • SQX
    • rule: market-maker flow 0.05× ADV
    • 5d broker flow — inst $+0, retail $-1,300, mm $+617
  • T3D
    • rule: market-maker flow 0.00× ADV
    • 5d broker flow — inst $+1,227, retail $+0, mm $+112
  • WC1
    • rule: market-maker flow 0.06× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+829
  • ZEU
    • rule: market-maker flow 0.04× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+166

❓ Below thresholds

  • AAJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,590, retail $+0, mm $+5,386
  • ADV
    • ↘️ Momentum: PULLBACK · 5d -9.9% · 20d -9.9% · 38% off high · RSI 42
    • rule: flow below classification thresholds
    • yesterday vol 1.7× avg ($105,422 $-vol)
  • AEE
    • 🌱 Momentum: COILED · 5d +0.0% · 20d +0.0% · 61% off high · RSI 50 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+112,752, retail $+17,472, mm $+6,204
    • net +$10,250, buy ratio 100% (2026-07-07)
  • AGC
    • rule: no volume baseline available
    • 5d broker flow — inst $-2,300, retail $+17,339, mm $+5,023
  • AON
    • 🌱 Momentum: COILED · 5d -8.6% · 20d -1.8% · 39% off high · RSI 41
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-729, retail $+25,798, mm $+0
  • AR9
    • 📉 Momentum: DOWNTREND · 5d -8.0% · 20d -20.7% · 68% off high · RSI 34
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+16,923, retail $+146,582, mm $+4,503
  • ARR
    • 🌱 Momentum: COILED · 5d +2.9% · 20d +2.9% · 55% off high · RSI 56 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+50,011, retail $+78,160, mm $+65,717
  • ARU
    • ↘️ Momentum: PULLBACK · 5d -6.0% · 20d -9.6% · 51% off high · RSI 36
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+348,089, retail $+4,513,404, mm $+231,348
    • yesterday vol 1.7× avg ($14,208,187 $-vol)
  • AT4
    • 📉 Momentum: DOWNTREND · 5d +9.4% · 20d -25.5% · 84% off high · RSI 38
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+49,801, retail $+1,151,517, mm $+53,730
  • AW1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,772, retail $+151,693, mm $+10,703
    • net +$2,372, buy ratio 100% (2026-07-07)
  • BSR · Carlin System Pathfinders Identified at Bald Peaks Project
    • rule: flow below classification thresholds
    • price-sensitive announcement: Carlin System Pathfinders Identified at Bald Peaks Project
  • CBE
    • 〰️ Momentum: NEUTRAL · 5d -17.1% · 20d +3.6% · 22% off high · RSI 28
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+181,555, retail $+355,533, mm $+128,990
    • yesterday vol 2.0× avg ($2,431,533 $-vol)
  • CU6
    • 〰️ Momentum: NEUTRAL · 5d +10.2% · 20d +15.0% · 58% off high · RSI 56
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,293,806, retail $+1,795,004, mm $+1,518,985
    • net +$18,868, buy ratio 52% (2026-07-07)
  • CUF
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+15,190, retail $+31,150, mm $+16,966
  • DTR
    • ↘️ Momentum: PULLBACK · 5d -7.7% · 20d -7.7% · 82% off high · RSI 18
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+230,683, retail $+1,187,057, mm $+77,523
    • net +$5,552, buy ratio 62% (2026-07-07)
  • EFE
    • rule: no volume baseline available
    • 5d broker flow — inst $+4,103, retail $+0, mm $+4,103
  • EMT · Mineral Range Tungsten Project, Exploration Update
    • rule: flow below classification thresholds
    • price-sensitive announcement: Mineral Range Tungsten Project, Exploration Update
  • EVR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,727, retail $+28,651, mm $+0
  • EXR
    • ↗️ Momentum: UPTREND · 5d +4.2% · 20d +19.1% · 24% off high · RSI 55
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+17,520, retail $+410,171, mm $+6,169
    • net +$2,280, buy ratio 100% (2026-07-07)
  • EYE
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,854, retail $+29,433, mm $+7,068
  • FMG
    • ↘️ Momentum: PULLBACK · 5d -4.5% · 20d -7.6% · 21% off high · RSI 25
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+8,262,026, retail $+53,336,583, mm $+0
  • GNM · New IP Targets Defined at Iron Butte Gold-Silver Project
    • rule: flow below classification thresholds
    • price-sensitive announcement: New IP Targets Defined at Iron Butte Gold-Silver Project
  • HLS · Ceasing to be a substantial holder
    • ↗️ Momentum: UPTREND · 5d +2.6% · 20d +14.7% · 62% off high · RSI 43 · 1d up
    • rule: flow below classification thresholds · holder-exit notice
    • 5d broker flow — inst $+295,928, retail $+163,086, mm $+40,941
    • net +$166,744, buy ratio 96% (2026-07-07)
    • price-sensitive announcement: Ceasing to be a substantial holder
  • IMU
    • ↘️ Momentum: PULLBACK · 5d -22.2% · 20d +15.4% · 76% off high · RSI 45 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+60,881, retail $+731,359, mm $+30,313
    • net +$20,874, buy ratio 99% (2026-07-07)
  • IVZ
    • 🌱 Momentum: COILED · 5d +11.1% · 20d +1.7% · 76% off high · RSI 60 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+26,489, retail $+167,796, mm $+3,829
  • LNQ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+6,090, retail $+12,818, mm $+1,848
  • LPM
    • rule: no volume baseline available
    • 5d broker flow — inst $-15,407, retail $+19,540, mm $+0
  • LYC 🔥 Flow spike (≥2.5× baseline) 3.1×
    • ↘️ Momentum: PULLBACK · 5d -5.4% · 20d -0.2% · 24% off high · RSI 36
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+12,988,379, retail $+22,111,092, mm $+0
  • MAY
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $+1,711, mm $+473
  • MSB
    • ↗️ Momentum: UPTREND · 5d +2.4% · 20d +6.6% · 32% off high · RSI 48 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+914,628, retail $+367,127, mm $+205,543
  • NWM · PRICE SENSITIVE
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-961, retail $+0, mm $+0
    • price-sensitive announcement: PRICE SENSITIVE
  • NXT · Senior Debt Facilities Upsized to A$2.3 Billion
    • ↘️ Momentum: PULLBACK · 5d +0.4% · 20d -4.6% · 23% off high · RSI 35 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,184,336, retail $+6,210,657, mm $+90,995
    • price-sensitive announcement: Senior Debt Facilities Upsized to A$2.3 Billion
  • PDN
    • 🌱 Momentum: COILED · 5d -2.9% · 20d +3.1% · 34% off high · RSI 44 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+737,160, retail $+2,646,716, mm $+2,685,969
  • PEN
    • ↘️ Momentum: PULLBACK · 5d -10.0% · 20d -2.7% · 64% off high · RSI 25 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+200,787, retail $+1,252,090, mm $+154,345
    • net $1,218, buy ratio 0% (2026-07-07)
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -10.1% · 20d -22.4% · 32% off high · RSI 20
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,156,563, retail $+25,335,435, mm $+1,909,311
    • net +$3,356,069, buy ratio 86% (2026-07-07)
  • PNN
    • 🌱 Momentum: COILED · 5d -11.1% · 20d -4.0% · 47% off high · RSI 42
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+54,997, retail $+129,194, mm $+15,439
  • RCM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+38,724, retail $+48,330, mm $+1,365
    • net +$15,519, buy ratio 100% (2026-07-07)
  • RIE
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-275, retail $-275, mm $+0
  • RML
    • 〰️ Momentum: NEUTRAL · 5d -2.1% · 20d +7.0% · 60% off high · RSI 55
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+50,305, retail $+175,197, mm $+39,657
  • RNU
    • ↗️ Momentum: UPTREND · 5d +7.1% · 20d +17.6% · 40% off high · RSI 68 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+11,845, retail $+104,560, mm $+11,495
  • SGA
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-620, retail $+0, mm $+0
  • TLG
    • 〰️ Momentum: NEUTRAL · 5d +21.4% · 20d +6.2% · 53% off high · RSI 58
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+39,559, retail $+291,926, mm $+28,814
  • WBT
    • 〰️ Momentum: NEUTRAL · 5d -5.8% · 20d +16.2% · 15% off high · RSI 28 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,722,158, retail $+653,503, mm $+1,307,733
  • XPN
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,681, retail $+0, mm $+2,004

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 18 session(s) running, +$10,967,824 cumulative
  • LYC — Resource specialists net buy 12 session(s) running, +$14,325,379 cumulative
  • WC8 — Resource specialists net buy 12 session(s) running, +$3,156,249 cumulative
  • PLS — Resource specialists net buy 11 session(s) running, +$11,792,183 cumulative
  • FMG — Resource specialists net buy 10 session(s) running, +$11,419,261 cumulative
  • LRV — Resource specialists net buy 6 session(s) running, +$2,173,597 cumulative
  • WA1 — Resource specialists net buy 6 session(s) running, +$2,150,306 cumulative
  • AIS — Resource specialists net buy 5 session(s) running, +$2,897,801 cumulative
  • CBA — Resource specialists net buy 3 session(s) running, +$17,044,032 cumulative

Scanned 185 tickers · 15 spike(s) · 99 filtered (low $-vol) · 3 yfinance error(s)