📊 15 Jul 2026 (Wed) — Daily Brief

Generated 2026-07-15 10:07 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 25 watchlist match(es) · 16 price-sensitive

• NPM — Successful placement to advance Las Openas Gold Project · 09:25 · link
  • 💰 Capital raised: A$3.5m · Issue price: A$0.013 per share · Discount to last trade: 23.5% · Shares issued: ~269m shares (confidence: high)
• LML — Quarterly Activities/Appendix 5B Cash Flow Report · 09:21 · link
  • 💰 Placement commitment: A$3.1m · Placement price: A$0.012/share · Premium to 5d VWAP: 3.5% · Historic intercept at Eagle Ridge: 29.5m @ 0.8% Cu, 7.5% Pb, 1.9% Zn, 9g/t Ag (confidence: medium)
• EMV — Quarterly Activities/Appendix 4C Cash Flow Report · 09:20 · link
  • 💰 Cash reserves (30 Jun 2026): $17.1m · Non-dilutive funding remaining: $4.6m · Grant funding received (Q): $2.0m · Pivotal Trial status: Past key enrolment milestones; full enrolment expected late CY26/early CY27 (confidence: high)
• SPL — Entitlement Offer Investor Presentation · 09:15 · link
  • 💰 Offer type: Renounceable pro-rata entitlement offer · Market cap: $318m · 20d run-up: +9% · 5d run-up: +6% (confidence: low)
• SPL — Fully Underwritten Entitlement Offer to Raise $32 Million · 09:10 · link
  • 💰 Gross proceeds: $32 million · Offer price: $0.57/share · Discount to last close: 25% · Pro forma cash (30 Jun 2026): $44.5 million (confidence: high)
• GL1 — PRICE SENSITIVE · 09:08 · link (only seen on hotcopper)
  • 💰 Market cap: $125m · Trading halt: pending strategic acquisition announcement · Announcement timing: by 17 July 2026 (confidence: medium)
• SPL — Quarterly Activities Report and Appendix 4C · 09:03 · link
  • 💰 Cash balance (30 June 2026): $11.0 million · Radiopharm Theranostics option fee: $0.5 million · Potential milestone payments (RAD licence): A$91 million · DEP® HER2-Lu Phase 1 start: H2 CY2026 (confidence: high)
• DTR — Widespread REE Mineralisation at Music Valley · 08:44 · link
  • 💰 Highest TREO grade: 7.13% (71,274 ppm) · Magnet REO content: 30-32% of TREO · Sample success rate: 33/33 anomalous · NW Target strike length: 200m (confidence: high)
• SHN — Significant Upgrade to Liontown Resource · 08:43 · link
  • 💰 Liontown Gold Study Resource: 1.02Mt @ 3.75g/t Au & 29.9g/t Ag · Contained Au: 122.6 Koz · Contained Ag: 975 Koz · Total Liontown Resource: 7.27Mt @ 3.19g/t AuEq for 745 Koz AuEq (confidence: high)
• GL1 — Trading Halt · GL1 · link (only seen on asxdotcom)
  • 💰 Market cap: $125m · Trading halt duration: until 17 July 2026 or announcement release · Announcement type: Strategic acquisition (confidence: low)
• OD6 — Quarterly Activities/Appendix 5B Cash Flow Report · OD6 · link (only seen on asxdotcom)
• G50 — Low-Cost Processing Doubles Gallium Grades at Golconcda · G50 · link (only seen on asxdotcom)
  • 💰 Gallium upgrade factor: 1.5–2.0x (screening/desliming); 2–5x (flotation) · Gallium recovery: 63–87% (desliming); 40–50% (flotation) · Gold concentrate upgrade: 10x · Silver concentrate upgrade: 5x (confidence: medium)
• NXM — Further Hi-Grade Results at Payns Prospect up to 34.77g/t Au · NXM · link (only seen on asxdotcom)
  • 💰 Best intercept: 1m at 34.77 g/t Au · Within wider zone: 5m at 12.83 g/t Au (grade well above bonanza threshold) · Total Payns drilling: 79 RC holes, 6,040m completed · Program scope: 196 holes, 21,985m across 4 prospects at Wallbrook (confidence: high)
• LIN — ANSTO Confirms High 98% NdPr Extraction · LIN · link (only seen on asxdotcom)
  • 💰 NdPr extraction: 98% · TREY extraction: 96% · Overall NdPr recovery (concentrate to MREC): 96% · Pregnant leach solution tenor: 21.1 g/L TREY (confidence: high)
• CXO — Quarterly Activities and Cashflow Report · CXO · link (only seen on asxdotcom)
• EXR — Lorelle-3H Flow Testing Update · EXR · link (only seen on asxdotcom)
  • 💰 Market cap: $224m (confidence: low)

⚠️ 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: GL1
• Only on asxdotcom: AVH, CXO, EXR, G50, GL1, LIN, MNE, NXM, OD6

📊 Per-source counts

• hotcopper: 102 total, 15 watchlist match(es)
• asxdotcom: 171 total, 24 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

9 announcement(s) across 8 ticker(s): ABX, AR9, AVH, CXO, KLI, MNE, NPM, SPL

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

Volume: yfinance (2026-07-14) · Flow: Market Lens (live, 2026-07-10)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-10 (T-3) vs each name's own trailing baseline · 10 spike(s) out of 82 institutional name(s).

• ARU 🔥🔥 Flow surge (≥5× baseline) 23.6× · today $2.2M vs base $93k (5 sess)
  • 🔐 Free-float: net-bought 10.14% of tradeable register today · Top-20 81% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -18.5% · 54% off high · RSI 27
  • 🧠 Why: # ARU Institutional Accumulation Analysis

Most Likely Reason: Institutions are aggressively accumulating into a deeply oversold, illiquid small-cap following a June 17 project economics clarification—likely one that corrected prior negative sentiment or unlocked value visibility. With RSI at 27.3, a 54% drawdown from 252-day high, and only 19% free float against a 23.6× spike in institutional net buying, the 2.2M share block acquisition appears to be a capitulation-bottom accumulation play by a larger fund taking a multi-week position ahead of potential sentiment recovery or pending catalysts.

Biggest Risk: The June catalyst headline is vague ("clarification" rather than positive guidance), and there is no follow-up announcement visible—the stock has continued falling 18.5% over 20 days post-announcement, suggesting either the clarification was insufficient to restore confidence, a material negative has since emerged, or execution risk on the project itself remains unresolved. Without visibility into what was actually clarified or why selling has persisted, the institutional buying may be front-running a value trap rather than a recovery.

• PDN 🔥 Flow spike (≥2.5× baseline) 5.0× · today $7.3M vs base $1.5M (5 sess)
  • 🔐 Free-float: net-bought 1.43% of tradeable register today · Top-20 86% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -11.4% · 37% off high · RSI 41
  • 🧠 Why: ## PDN: Institutional Accumulation Read

Institutions are most likely accumulating into the recent high-grade uranium discovery announcement (25 June) while the stock remains down 37% from 252-day highs and oversold (RSI 41)—classic contrarian accumulation into a cyclical commodity story that has been de-risked by recent weakness. The tight 14.2% free float and spike to 1.4% of free float acquired today (net ~7.3M shares) suggests institutions see the discovery as material but underpriced by the market's 5–20 day selloff.

Biggest risk to this read: Uranium spot prices and term contract strength are not visible in this data—if the broader uranium complex has deteriorated since the PLS discovery was announced, institutions may be unwinding a crowded trade rather than initiating fresh conviction, making this spike a liquidation event camouflaged by headline optimism.

• CBE 🔥 Flow spike (≥2.5× baseline) 3.2× · today $171k vs base $54k (5 sess)
  • 🔐 Free-float: net-bought 0.67% of tradeable register today · Top-20 39% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -24.2% · 20d -21.9% · 32% off high · RSI 29
  • 🧠 Why: Institutions are likely accumulating into weakness following the A$90M capital raise completion and first positive cash flow from Sierra Atacama — a fundamental de-risking milestone for a junior copper explorer that overshadows the recent 24% drawdown. The spike coincides with a vague "PRICE SENSITIVE" announcement (date 2026-07-07) that preceded the trading halt, suggesting material news that may have spooked retail sellers into a dislocation, while institutions recognizing cash-generative operations at a 32% discount to 252-week highs are stepping in.

Biggest risk: The RSI of 29.4 and sustained downtrend (-21.9% in 20 days) could indicate the market has legitimate fundamental concerns beyond valuation—operational execution risk, commodity headwinds, or dilution from the capital raise—that the "positive cash flow" headline masks. If that PRICE SENSITIVE announcement contains adverse detail (mine economics, resource revision, or guidance cuts), the accumulation may be a value trap rather than a contrarian entry.

• APX 🔥🔥 Flow surge (≥5× baseline) 22.9× · today $1.1M vs base $49k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -18.4% · 53% off high · RSI 29 · 1d up
  • 🧠 Why: # APX Institutional Accumulation Analysis

Most Likely Driver: The 23x spike in institutional buying (1.13M shares net vs. 49K baseline) occurring into a sharp downtrend (down 18% in 20 days, RSI at 29) and 53% off 252-day highs suggests opportunistic accumulation at oversold levels rather than response to a positive catalyst—institutions are likely bottom-fishing after a material drawdown with no offsetting news announced. This pattern is classic for value-oriented or contrarian funds repositioning into technical distress.

Biggest Risk to This Read: The absence of any price-sensitive announcements means the selloff may reflect deteriorating fundamentals or guidance that institutions actually know about via private channels but which hasn't yet reached public disclosure; if that downside data flows to the market, the "accumulation" could quickly reverse into panic selling at lower prices, and the spike may simply be early-bird accumulation ahead of a further washout rather than capitulation-driven support.

• BC8 🔥🔥 Flow surge (≥5× baseline) 14.2× · today $778k vs base $55k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -3.7% · 20d -13.3% · 43% off high · RSI 42
  • 🧠 Why: ## BC8: Institutional Accumulation Read

Institutions are likely accumulating ahead of resource definition and reserve growth catalysts at BC8's gold projects (Lakewood update yesterday; Trojan & Imperial resources expanded to 286oz last month), positioning for a potential re-rating once the market reprices the expanded ore body narrative. The 14x spike in institutional buying flow—despite the stock trading down 43% from 252-day highs and in a 5–20 day downtrend—suggests contrarian accumulation at depressed valuations, consistent with long-term resource players building on weakness.

Biggest risk: The Lakewood update and resource numbers may fail to move the needle if drilling results are incrementally weaker than incremental expectations, or if they lack a clear economic/feasibility pathway; absent a credible path-to-production timeline or reserve quality surprise, institutional interest could reverse as sharply as it arrived. RSI of 42 shows room to fall further if momentum breaks.

• WBT 🔥🔥 Flow surge (≥5× baseline) 6.1× · today $2.9M vs base $477k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d -6.7% · 20d -5.9% · 19% off high · RSI 32
• MSB 🔥🔥 Flow surge (≥5× baseline) 5.4× · today $5.8M vs base $1.1M (5 sess)
  • ↗️ Momentum: UPTREND · 5d +16.7% · 20d +22.1% · 22% off high · RSI 58 · 4d up
• ARR 🔥 Flow spike (≥2.5× baseline) 4.6× · today $193k vs base $42k (5 sess)
  • 🌱 Momentum: COILED · 5d -4.0% · 20d -1.4% · 55% off high · RSI 50
• CY5 🔥 Flow spike (≥2.5× baseline) 3.8× · today $367k vs base $96k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +0.0% · 20d -7.4% · 50% off high · RSI 71
• DTR 🔥 Flow spike (≥2.5× baseline) 3.4× · today $119k vs base $35k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +28.0% · 20d +6.7% · 75% off high · RSI 58

⭐ Tier 1 — confluence + catalyst

• G50 · Low-Cost Processing Doubles Gallium Grades at Golconcda
  • 📉 Momentum: DOWNTREND · 5d -11.5% · 20d -33.3% · 48% off high · RSI 33
  • rule: cross-group flow: resource 1.23× ADV banks 0.94× ADV + price-sensitive announcement
  • 5d broker flow — inst $+438,426, retail $+173,792, mm $+74,480
  • net +$12,528, buy ratio 80% (2026-07-10)
  • price-sensitive announcement: Low-Cost Processing Doubles Gallium Grades at Golconcda
• OD6 · Quarterly Activities/Appendix 5B Cash Flow Report
  • 🌱 Momentum: COILED · 5d -21.4% · 20d +0.0% · 46% off high · RSI 56
  • rule: resource-specialist flow 0.42× ADV + price-sensitive announcement
  • 5d broker flow — inst $+74,972, retail $+102,054, mm $+20,785
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report

🏦 Institutional confluence (pre-positioning)

• +22 steady institutional name(s) (no flow spike): AIS, ALM, APC, BMM, BUX, GA8, GCM, GDM, GT1, ILA, KRR, KTA, LRV, MNE, MRD, RAP, SNM, SNX, SPD, TMX, TOR, WA1

🎯 Resource-specialist flow

• CBE 🔥 Flow spike (≥2.5× baseline) 3.2×
  • 📉 Momentum: DOWNTREND · 5d -24.2% · 20d -21.9% · 32% off high · RSI 29
  • rule: resource-specialist flow 0.15× ADV
  • 5d broker flow — inst $+166,158, retail $+1,386,119, mm $+28,987
  • yesterday vol 1.8× avg ($1,888,569 $-vol)
  • net +$170,570, buy ratio 100% (2026-07-10)
• +14 steady institutional name(s) (no flow spike): ALR, BOA, BRN, GED, GL1, GRR, GTI, HLS, LKY, NC6, ONE, OR3, SLM, WC8

🏦 Investment-bank flow

• ARU 🔥🔥 Flow surge (≥5× baseline) 23.6×
  • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -18.5% · 54% off high · RSI 27
  • rule: investment-bank flow 0.27× ADV
  • 5d broker flow — inst $+2,589,575, retail $+13,345,812, mm $+2,369,407
• APX 🔥🔥 Flow surge (≥5× baseline) 22.9×
  • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -18.4% · 53% off high · RSI 29 · 1d up
  • rule: investment-bank flow 0.53× ADV
  • 5d broker flow — inst $+1,329,756, retail $+748,355, mm $+1,225,932
• BC8 🔥🔥 Flow surge (≥5× baseline) 14.2×
  • 📉 Momentum: DOWNTREND · 5d -3.7% · 20d -13.3% · 43% off high · RSI 42
  • rule: investment-bank flow 0.27× ADV
  • 5d broker flow — inst $+941,522, retail $+856,536, mm $+1,017,050
• WBT 🔥🔥 Flow surge (≥5× baseline) 6.1×
  • 〰️ Momentum: NEUTRAL · 5d -6.7% · 20d -5.9% · 19% off high · RSI 32
  • rule: investment-bank flow 0.33× ADV
  • 5d broker flow — inst $+5,121,923, retail $+411,901, mm $+3,292,126
• MSB 🔥🔥 Flow surge (≥5× baseline) 5.4×
  • ↗️ Momentum: UPTREND · 5d +16.7% · 20d +22.1% · 22% off high · RSI 58 · 4d up
  • rule: investment-bank flow 1.24× ADV
  • 5d broker flow — inst $+9,173,641, retail $+320,949, mm $+6,048,162
• PDN 🔥 Flow spike (≥2.5× baseline) 5.0×
  • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -11.4% · 37% off high · RSI 41
  • rule: investment-bank flow 0.24× ADV
  • 5d broker flow — inst $+8,546,957, retail $+3,741,737, mm $+10,707,342
• ARR 🔥 Flow spike (≥2.5× baseline) 4.6×
  • 🌱 Momentum: COILED · 5d -4.0% · 20d -1.4% · 55% off high · RSI 50
  • rule: investment-bank flow 0.61× ADV
  • 5d broker flow — inst $+199,188, retail $+51,125, mm $+191,676
  • net +$38,000, buy ratio 100% (2026-07-10)
• CY5 🔥 Flow spike (≥2.5× baseline) 3.8×
  • 🚀 Momentum: EXTENDED · 5d +0.0% · 20d -7.4% · 50% off high · RSI 71
  • rule: investment-bank flow 0.76× ADV
  • 5d broker flow — inst $+598,697, retail $+365,810, mm $+393,277
  • yesterday vol 2.3× avg ($1,919,860 $-vol)
• +36 steady institutional name(s) (no flow spike): 4DX, AAU, AEE, AGY, AR9, ASN, AT4, AYA, CBA, CPN, CPO, CUV, CXO, DEV, DM1, DRO, ECL, EGR, EIQ, IOV, KAR, LAC, MEM, MGU, MQR, MTM, NPM, NVX, OM1, PR1, QXR, REE, RMX, RNX, VPR, WC1

🛒 Retail-only flow

• ABX
  • rule: retail flow 0.27× ADV
  • 5d broker flow — inst $-1,191, retail $+7,349, mm $+8,030
• AVW
  • rule: retail flow 2.27× ADV
  • 5d broker flow — inst $+0, retail $+8,142, mm $+0
• BM8
  • rule: retail flow 0.52× ADV
  • 5d broker flow — inst $+0, retail $+12,250, mm $+0
• CTO
  • rule: retail flow 2.69× ADV
  • 5d broker flow — inst $-1,980, retail $+55,361, mm $+2,115
• CU6
  • 〰️ Momentum: NEUTRAL · 5d +0.4% · 20d +8.1% · 58% off high · RSI 60
  • rule: retail flow 0.34× ADV
  • 5d broker flow — inst $+141,637, retail $+2,599,661, mm $+988,447
  • yesterday vol 2.0× avg ($14,705,420 $-vol)
  • net +$47,491, buy ratio 100% (2026-07-10)
• FDR
  • 🌱 Momentum: COILED · 5d +22.2% · 20d -1.5% · 50% off high · RSI 53
  • rule: retail flow 1.70× ADV
  • 5d broker flow — inst $+8,001, retail $+587,109, mm $+13,559
  • net +$5,168, buy ratio 100% (2026-07-10)
• GAL
  • rule: retail flow 1.39× ADV
  • 5d broker flow — inst $+0, retail $+34,599, mm $+0
• IMI
  • rule: retail flow 0.79× ADV
  • 5d broker flow — inst $+0, retail $+6,630, mm $+0
• ITM
  • rule: retail flow 0.99× ADV
  • 5d broker flow — inst $+0, retail $+13,946, mm $+0
• KLI
  • rule: retail flow 0.71× ADV
  • 5d broker flow — inst $-19,610, retail $+85,151, mm $-12,571
• LKE
  • 📉 Momentum: DOWNTREND · 5d -6.8% · 20d -29.3% · 74% off high · RSI 37
  • rule: retail flow 1.18× ADV
  • 5d broker flow — inst $+0, retail $+600,728, mm $+28,653
• LSR
  • rule: retail flow 0.35× ADV
  • 5d broker flow — inst $+0, retail $+39,695, mm $+0
• LTR
  • 📉 Momentum: DOWNTREND · 5d -7.2% · 20d -30.7% · 46% off high · RSI 17
  • rule: retail flow 0.56× ADV
  • 5d broker flow — inst $+710,501, retail $+24,567,018, mm $+0
  • net +$179,522, buy ratio 100% (2026-07-10)
• MAY
  • rule: retail flow 0.51× ADV
  • 5d broker flow — inst $-4,848, retail $+9,662, mm $+0
  • net $4,848, buy ratio 0% (2026-07-10)
• MML
  • rule: retail flow 0.70× ADV
  • 5d broker flow — inst $-20,294, retail $+13,076, mm $-9,693
• NWM
  • rule: retail flow 0.44× ADV
  • 5d broker flow — inst $-961, retail $+2,547, mm $+0
• ODE
  • rule: retail flow 2.84× ADV
  • 5d broker flow — inst $-32,307, retail $+180,937, mm $-15,889
• PNN
  • 📉 Momentum: DOWNTREND · 5d -8.0% · 20d -17.9% · 49% off high · RSI 36
  • rule: retail flow 0.58× ADV
  • 5d broker flow — inst $-9,000, retail $+179,200, mm $+7,945
• QEM
  • rule: retail flow 0.48× ADV
  • 5d broker flow — inst $-17,220, retail $+9,134, mm $-7,342
• RNU
  • 🌱 Momentum: COILED · 5d -3.5% · 20d +5.8% · 45% off high · RSI 58
  • rule: retail flow 0.65× ADV
  • 5d broker flow — inst $-3,740, retail $+120,372, mm $+11,495
  • net +$2,360, buy ratio 100% (2026-07-10)
• SGA
  • rule: retail flow 2.37× ADV
  • 5d broker flow — inst $-7,088, retail $+18,659, mm $+0
• SGQ
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -17.3% · 45% off high · RSI 42
  • rule: retail flow 0.71× ADV
  • 5d broker flow — inst $+15,731, retail $+865,654, mm $+152,870
• SYR
  • ↗️ Momentum: UPTREND · 5d +0.0% · 20d -11.5% · 78% off high · RSI 50
  • rule: retail flow 0.46× ADV
  • 5d broker flow — inst $+7,653, retail $+469,712, mm $+2,989
• TLG
  • rule: retail flow 1.21× ADV
  • 5d broker flow — inst $-17,413, retail $+250,698, mm $-14,079

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

• CRR
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $+4, retail $+0, mm $+373
• T3D
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+1,227, retail $+2,004, mm $+65
• WIN
  • rule: market-maker flow 0.09× ADV
  • 5d broker flow — inst $+0, retail $+304, mm $+1,964

❓ Below thresholds

• AAJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,876, retail $-250, mm $+2,781
• ACW
  • 🚀 Momentum: EXTENDED · 5d +16.2% · 20d +22.9% · 39% off high · RSI 79
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+14,061, retail $+198,849, mm $+0
  • net +$22,000, buy ratio 100% (2026-07-10)
• ADV
  • 〰️ Momentum: NEUTRAL · 0% off high · 1d up
  • rule: no volume baseline available
  • yesterday vol 16.9× avg ($78,321 $-vol)
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+27,663, retail $+13,004, mm $+32,686
• AON
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-19,381, retail $+8,676, mm $+6,989
• AR3
  • 🌱 Momentum: COILED · 5d +4.8% · 20d +2.3% · 69% off high · RSI 55 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+10,872, retail $+137,994, mm $+2,660
  • net +$3,019, buy ratio 59% (2026-07-10)
• ATV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,328, retail $+6,630, mm $+25,761
  • net $12,000, buy ratio 0% (2026-07-10)
• AW1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+27,479, retail $+48,910, mm $+15,035
• BUS
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $-2,190, mm $+0
  • net +$0, buy ratio 50% (2026-07-10)
• CNJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+480, mm $+0
• CUF
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,111, retail $+32,201, mm $+506
• DRE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+16, retail $+103,379, mm $-3,660
  • net +$3,000, buy ratio 100% (2026-07-10)
• DTR · Widespread REE Mineralisation at Music Valley 🔥 Flow spike (≥2.5× baseline) 3.4×
  • 🚀 Momentum: EXTENDED · 5d +28.0% · 20d +6.7% · 75% off high · RSI 58
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+276,649, retail $+789,731, mm $+135,882
  • price-sensitive announcement: Widespread REE Mineralisation at Music Valley
• EMT
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-1,170, retail $-1,170, mm $+0
  • net $1,170, buy ratio 0% (2026-07-10)
• EMV · Quarterly Activities/Appendix 4C Cash Flow Report
  • 🌱 Momentum: COILED · 5d -1.6% · 20d -1.0% · 36% off high · RSI 50 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-605, retail $+32,177, mm $-234
  • yesterday vol 1.6× avg ($115,609 $-vol)
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• EVR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,727, retail $+11,093, mm $+1,416
• EXR · Lorelle-3H Flow Testing Update
  • 🌱 Momentum: COILED · 5d -7.7% · 20d +4.3% · 27% off high · RSI 47
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+57,198, retail $+324,995, mm $+37,397
  • net $7,251, buy ratio 0% (2026-07-10)
  • price-sensitive announcement: Lorelle-3H Flow Testing Update
• EYE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,854, retail $+30,217, mm $+3,653
• FMG
  • ↘️ Momentum: PULLBACK · 5d +3.5% · 20d -7.4% · 17% off high · RSI 47 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,511,047, retail $+25,522,300, mm $+2,271,865
  • net +$59,529, buy ratio 54% (2026-07-10)
• GBR
  • 📉 Momentum: DOWNTREND · 5d -8.1% · 20d -18.1% · 56% off high · RSI 34
  • rule: flow below classification thresholds
  • yesterday vol 2.8× avg ($730,146 $-vol)
• GMN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-3, retail $+0, mm $+0
• IMU
  • 🌱 Momentum: COILED · 5d -7.6% · 20d -1.0% · 78% off high · RSI 46
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+20,874, retail $+1,165,945, mm $+0
• IVZ
  • 🌱 Momentum: COILED · 5d +5.7% · 20d +0.0% · 78% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+77,385, retail $+193,987, mm $+0
• LIN · ANSTO Confirms High 98% NdPr Extraction
  • 📉 Momentum: DOWNTREND · 5d -11.6% · 20d -13.6% · 24% off high · RSI 27
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,009,710, retail $+5,720,056, mm $+555,757
  • yesterday vol 1.9× avg ($9,917,984 $-vol)
  • net +$224,680, buy ratio 92% (2026-07-10)
  • price-sensitive announcement: ANSTO Confirms High 98% NdPr Extraction
• LML · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• LNQ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,998, retail $+16,402, mm $+2,167
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $-32,006, retail $+31,903, mm $+0
• LYC
  • ↘️ Momentum: PULLBACK · 5d -4.0% · 20d -9.7% · 26% off high · RSI 14
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,381,490, retail $+30,545,772, mm $+442,700
  • net +$193,804, buy ratio 87% (2026-07-10)
• NEU
  • 🚀 Momentum: EXTENDED · 5d +2.1% · 20d +30.7% · 24% off high · RSI 72 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+315,392, retail $+571,449, mm $+1,492,298
• NVU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+20,334, retail $+3,583, mm $+898
• NXM · Further Hi-Grade Results at Payns Prospect up to 34.77g/t Au
  • rule: flow below classification thresholds
  • price-sensitive announcement: Further Hi-Grade Results at Payns Prospect up to 34.77g/t Au
• NXT
  • 📉 Momentum: DOWNTREND · 5d -5.3% · 20d -12.1% · 27% off high · RSI 30
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,724,075, retail $+559,935, mm $+1,230,213
• PEN
  • 📉 Momentum: DOWNTREND · 5d +1.4% · 20d -15.5% · 65% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+69,309, retail $+1,054,266, mm $+6,546
• PLS
  • 📉 Momentum: DOWNTREND · 5d -6.8% · 20d -26.8% · 33% off high · RSI 18 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,412,199, retail $+37,082,147, mm $+1,598,466
  • net +$3,433,088, buy ratio 99% (2026-07-10)
• RCM
  • 📉 Momentum: DOWNTREND · 5d -6.1% · 20d -11.4% · 65% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+18,899, retail $+42,778, mm $-645
  • net +$456, buy ratio 100% (2026-07-10)
• RML
  • 🌱 Momentum: COILED · 5d -4.3% · 20d -2.2% · 61% off high · RSI 53 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+24,242, retail $+206,711, mm $+18,364
  • net $4,770, buy ratio 0% (2026-07-10)
• SER
  • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d +6.9% · 45% off high · RSI 58
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-271, retail $-271, mm $+0
• SHN · Significant Upgrade to Liontown Resource
  • ↘️ Momentum: PULLBACK · 5d -3.5% · 20d -6.7% · 40% off high · RSI 50
  • rule: flow below classification thresholds
  • price-sensitive announcement: Significant Upgrade to Liontown Resource
• SLS
  • 🚀 Momentum: EXTENDED · 5d -0.9% · 20d +46.4% · 9% off high · RSI 71 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+52,034, retail $+398,972, mm $+56,553
• SPL · Entitlement Offer Investor Presentation
  • 🚀 Momentum: EXTENDED · 5d +5.6% · 20d +9.4% · 0% off high · RSI 70 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: Entitlement Offer Investor Presentation
• SQX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+572, mm $+0
• TM1
  • 📉 Momentum: DOWNTREND · 5d -6.2% · 20d -19.6% · 49% off high · RSI 39
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+50,589, retail $+844,983, mm $+51,900
• VMM
  • 📉 Momentum: DOWNTREND · 5d -10.9% · 20d -10.6% · 20% off high · RSI 30 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+600,172, retail $+1,027,556, mm $+159,600
  • net $6,327, buy ratio 45% (2026-07-10)
• XPN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,681, retail $+0, mm $+2,004
• ZEU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+96, mm $+0
• ZMI
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+741, retail $+9,317, mm $+4,491

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 19 session(s) running, +$11,147,346 cumulative
• LYC — Resource specialists net buy 13 session(s) running, +$14,519,183 cumulative
• PLS — Resource specialists net buy 13 session(s) running, +$16,363,418 cumulative
• WC8 — Resource specialists net buy 13 session(s) running, +$3,271,865 cumulative
• FMG — Resource specialists net buy 11 session(s) running, +$11,478,790 cumulative
• WA1 — Resource specialists net buy 9 session(s) running, +$4,366,838 cumulative
• AIS — Resource specialists net buy 6 session(s) running, +$3,412,602 cumulative

Scanned 185 tickers · 15 spike(s) · 100 filtered (low $-vol) · 3 yfinance error(s)