📊 16 Jul 2026 (Thu) — Daily Brief

Generated 2026-07-16 21:54 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 55 watchlist match(es) · 20 price-sensitive

• LYC — Change in substantial holding · 17:40 · link
  • 💰 Previous voting power: 9.76% · Present voting power: 11.08% · Voting shares held: 111.5m ordinary + 77.5m options · Change in voting power: +1.32 percentage points (confidence: high)
• 4DX — US Bill directs VA to adopt 4D lung imaging · 4DX · link (only seen on asxdotcom)
  • 💰 Bill authorization: $20m USD pilot program · Target market: US Department of Veterans Affairs · Product referenced: XV LVAS® (FDA-cleared) (confidence: medium)
• CBA — Becoming a substantial holder for AFG · CBA · link (only seen on asxdotcom)
  • 💰 Voting power acquired: 5.09% · Total shares held: 13,728,149 · Date substantial holder status reached: 15 July 2026 (confidence: high)
• 4DX — Trading Halt · 4DX · link (only seen on asxdotcom)
  • 💰 Market cap: $2,273m · Trading halt duration: Until 17 July 2026 or announcement release · Trigger: Potential implications of US Congress bill (confidence: low)
• 4DX — Pause in trade · 4DX · link (only seen on asxdotcom)
  • 💰 Market cap: $2,273m · Retail flow (5d): $2.92m · Institutional flow (5d): $5.0m · Market maker flow (5d): $8.52m (confidence: low)
• ALR — Greater Oko Upscaled Exploration Plans · ALR · link (only seen on asxdotcom)
  • 💰 Drill program: 75,000m combined RC and diamond · SOKO allocation: 20,000m diamond + 25,000m RC · North Peters allocation: 10,000m diamond + 5,000m RC · Regional targets: 10,000m diamond + 5,000m RC (confidence: high)
• BC8 — Paulsens High-Grade Discoveries · BC8 · link (only seen on asxdotcom)
  • 💰 Lynx_best_intercept: 4.8m @ 18.8g/t Au · Regulus_best_intercept: 3.7m @ 40.3g/t Au · Regulus_exceptional_intercept: 1.1m @ 69.6g/t Au · Lynx_strike_extent: 200m (confidence: high)
• MQR — Despatch of Entitlement Offer Documents · MQR · link (only seen on asxdotcom)
  • 💰 Entitlement offer: 1 new share per 5 existing · Issue price: $0.005 per share · Gross proceeds: ~$1.02M · Free attaching options: 1 per 2 new shares subscribed (confidence: medium)
• EVR — Trading Halt · EVR · link (only seen on asxdotcom)
  • 💰 Market cap: $15m · 20d pre-halt performance: -29% · 5d pre-halt performance: -23% (confidence: medium)
• TLG — Talga and Dainen Execute Offtake LOI for Japan Anode Supply · TLG · link (only seen on asxdotcom)
  • 💰 Offtake LOI: Non-binding letter of intent with Dainen Materials · Target binding agreement: December 2026 · Product: Talnode®-C battery anode material from Vittangi Anode Project (Sweden) · Market focus: Japanese battery manufacturers (hybrid & EV) (confidence: medium)
• LOT — Kayelekera Project Update and Voluntary Suspension Extension · LOT · link (only seen on asxdotcom)
  • 💰 Q2 2026 U3O8 production: 155.9 klbs · YTD U3O8 production: 332.1 klbs · Accepted product inventory: ~108 klbs (3 containers ready for shipment) · Targeted steady-state run rate: 2.4 Mlbs U3O8 p.a. (confidence: medium)
• MEM — Quarterly Activities/Appendix 4C Cash Flow Report · MEM · link (only seen on asxdotcom)
  • 💰 Q2 FY26 Revenue: $150,000 (+34% QoQ) · FY26 YTD Revenue: $273,000 · Cash on Hand: $1,179,000 (+181% since Mar quarter) · Contracted Sales Pipeline: ~$3.0 million (vs $2.0m corporate goal) (confidence: high)
• BUX — Madman Project Drilling Update · BUX · link (only seen on asxdotcom)
  • 💰 MD002DD depth: 533.9 m · Basement intersection: ~220 m below surface · Hydrothermal breccia zone: 518.2–525.0 m · Magnetic anomaly target: ~1 km² (confidence: medium)
• LSR — Expanded Land Position to Secure High-Grade HREE Trend, USA · LSR · link (only seen on asxdotcom)
  • 💰 Land expansion: 40% (186 acres staked, now 661 acres total) · Peak TREO grade: 14.68% (NGR051, 59% HREO fraction) · Dysprosium oxide: 0.76% Dy2O3 (NGR051) · Structure continuity: 5 km mapped trend, 175 m extension from Hummingbird zone (confidence: medium)
• AEE — Swedish Nuclear Legislation Enacted · AEE · link (only seen on asxdotcom)
  • 💰 Legislative milestone: Swedish Nuclear Activities Act amended; uranium mining no longer regulated as nuclear facility · Regulatory change: Explicit municipal consent requirement removed for uranium mine development · Timeline: Enacted 15 July 2026; follows January 2026 exploration ban removal and April 2026 SGU national interest designation of Häggån deposit (confidence: medium)
• BMM — Bayan Commences Yttrium Upgrade Research with UQ · BMM · link (only seen on asxdotcom)
  • 💰 Research program duration: 3 months (Phase 1) · Technology: Yttrium upgrade via IDA ion exchange (US10696562B2) · Feedstock source: Mary Kathleen REE tailings · Resin types tested: Amberlite IRC748I vs Lanxess alternative (confidence: medium)
• ATV — ATV NEW TELCO DEALS DELIVER UP TO $6M ARR INCREASE · ATV · link (only seen on asxdotcom)
  • 💰 NaaS ARR increase FY27: $2M minimum · NaaS ARR target FY28: $6M+ · Initial signings: Spark (NZ), ViewQwest (Singapore) · Market cap: $21M (confidence: medium)
• ASN — Anson Applies for Additional SITLA Mineral Rights · ASN · link (only seen on asxdotcom)
  • 💰 Additional land area: 3,958 acres (16.02 km²) · Land package increase: 18.4% · Exploration Target (Mississippian): 235–240 Mt brine at 100–130 ppm Li · Current JORC Resource: 145,000 t Li (773,000 t LCE contained) (confidence: medium)
• GBR — Major drilling program underway at Peak Hill Gold Project · GBR · link (only seen on asxdotcom)
  • 💰 Drilling program: 40,000m at Peak Hill · Existing resource: 481,000 oz Au · Golden Treasure intercepts: 19m @ 13.34 g/t Au; 10m @ 18.79 g/t Au; 3m @ 25.04 g/t Au · Side Well resource: 1.02 Moz Au (confidence: high)
• FDR — Corporate Presentation · FDR · link (only seen on asxdotcom)
  • 💰 KTJ 2C contingent resources: 25 MMbbl (gross) · Forecast production rate: ~30,000 bopd · First oil target: Late 2027/early 2028 · Production forecast (2yr): 14–15 MMbbl (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: 4DX, AEE, ALR, ASN, ATV, BC8, BMM, BUX, CBA, CBE, CU6, CXO, EVR, FDR, GBR, LOT, LSR, MEM, MGU, MML, MQR, NUZ, PEN, RMX, SER, SGQ, SLM, TLG

📊 Per-source counts

• hotcopper: 101 total, 15 watchlist match(es)
• asxdotcom: 391 total, 55 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

35 announcement(s) across 17 ticker(s): BSR, CBE, CRS, CU6, CXO, DTR, HTG, KRR, MGU, MML, MQR, NUZ, PEN, RMX, SER, SGQ, SLM

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

Volume: yfinance (2026-07-15) · Flow: Market Lens (live, 2026-07-13)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-13 (T-3) vs each name's own trailing baseline · 6 spike(s) out of 82 institutional name(s).

• CBE 🔥 Flow spike (≥2.5× baseline) 3.6× · today $257k vs base $72k (5 sess)
  • 🔐 Free-float: net-bought 0.98% of tradeable register today · Top-20 39% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -21.2% · 20d -23.5% · 30% off high · RSI 34 · 1d up
  • 🧠 Why: # CBE Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into weakness following the A$90M capital raise (Jul 9) and operationally inflecting news—Sierra Atacama's first positive cash flow (Jul 6) and resource growth catalysts (Jul 1)—on a heavily shorted or thin float (61% free float, top-20 hold 39%). The 3.6x spike in institutional flow T-3 suggests they are building positions ahead of the market re-rating the stock away from cash-burn risk and toward cash generation.

Single Biggest Risk: The stock is down 21–29% over 5d–252d despite positive operational news and a capital raise, with RSI at 34; if the market is correctly pricing in mine execution risk, dilution from the capital raise, or Chile permitting delays, institutions may be accumulating into a continued downtrend rather than a reversal. The price action dominates the narrative here—demand is not yet validating the operational upside.

• LTR 🔥🔥 Flow surge (≥5× baseline) 10.9× · today $3.2M vs base $292k (5 sess)
  • 🔐 Free-float: net-bought 0.21% of tradeable register today · Top-20 63% (conf: high)
  • 📉 Momentum: DOWNTREND · 5d -2.1% · 20d -32.6% · 46% off high · RSI 23 · 1d up
  • 🧠 Why: # LTR: Institutional Accumulation Analysis

Most Likely Reason for Accumulation:
Institutions are accumulating into an oversold, high-conviction dislocation—the stock is down 45.6% from 52-week highs and RSI 23 signals extreme bearish exhaustion, creating a classic "bottom-fishing" opportunity. The 10.9x spike in institutional net buying (3.2M shares vs. 292k baseline) suggests coordinated conviction that recent selling has cleared weak holders and mispriced the risk-reward, particularly given the tight 36.5% free float which amplifies recovery moves.

Single Biggest Risk to This Read:
The complete absence of any price-sensitive announcement or newsflow means this is pure momentum/technicals-driven accumulation with no disclosed catalyst—if the recent decline was fundamentally justified (deteriorating operations, guidance cut, or sector headwinds not yet fully public), institutions may be buying a "value trap" into further losses rather than a bounce.

• MGU 🔥🔥 Flow surge (≥5× baseline) 23.8× · today $119k vs base $5k (5 sess)
  • 🧠 Why: # MGU: Institutional Accumulation Analysis

Most likely reason: Institutions are accumulating ahead of what appears to be an imminent drilling campaign at the Parker REE project, signalled by the July 8 mineralisation expansion and July 13 appointment of Jack Lifton (a high-profile rare earths strategist). The 24x spike in institutional buying volume suggests conviction that near-term newsflow—likely initial drill results—will validate the enlarged resource footprint and move the asset materially closer to economic assessment.

Single biggest risk: RSI of 71.4 and +20% in 20 days means the stock is already pricing in significant optionality; if the initial drilling underperforms the inflated geophysical expectations or Lifton's involvement signals a more remote development timeline than the market is assuming, the momentum reversal could be sharp and leave late institutional entrants exposed to a mean reversion washout.

• VMM 🔥🔥 Flow surge (≥5× baseline) 11.5× · today $1.4M vs base $120k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d -0.6% · 20d -11.6% · 14% off high · RSI 44 · 2d up
  • 🧠 Why: # VMM: Institutional Accumulation Read

Institutions are most likely accumulating ahead of project financing execution following the measured resource upgrade announced July 9th—a material de-risking event that removes a key hurdle to development. The confluence of an EU Commissioner site visit (political/regulatory validation), a substantial holding change, and an 11.5x spike in institutional flow within 3 days of the financing milestone announcement suggests institutions are positioning for a transition from exploration to production-phase credibility.

Biggest risk to this read: The stock is down 11.6% over 20 days and RSI sits at 43.8 (neutral-to-weak), meaning the resource upgrade may have already been priced in or the market sees execution risk on financing terms as material. If the actual financing deal terms disappoint on capital requirements, dilution, or timeline, the accumulation could reverse sharply—especially given the lack of free-float data suggests potentially thin liquidity for a retreat.

• FMG 🔥 Flow spike (≥2.5× baseline) 4.5× · today $9.5M vs base $2.1M (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d +3.7% · 20d -6.1% · 17% off high · RSI 52 · 4d up
  • 🧠 Why: # FMG Institutional Accumulation Analysis

Likely driver: The 4.5x spike in institutional net buying ($9.5M vs. $2.1M baseline) absent any price-sensitive announcements suggests either a material off-market disclosure or upcoming event known to a subset of institutional investors, or a coordinated rebalancing/index-related accumulation event ahead of an anticipated catalyst. The neutral momentum and 17% discount to 52-week highs indicate institutions are accumulating into weakness rather than chasing price action—a classic pattern for informed positioning.

Biggest risk to this read: The absence of disclosed catalysts means the spike could represent purely technical/algorithmic buying (rebalancing, index inclusion, or flow-driven positioning) with no fundamental tailwind—leaving the accumulation vulnerable to rapid reversal if institutions unwind positions or if announced catalysts disappoint. Without visibility into what institutions know, the spike's durability is unverifiable and could evaporate within days.

• SLM 🔥 Flow spike (≥2.5× baseline) 3.3× · today $102k vs base $31k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -26.4% · 32% off high · RSI 23 · 1d up

⭐ Tier 1 — confluence + catalyst

• BUX · Madman Project Drilling Update
  • rule: cross-group flow: resource 2.34× ADV banks 1.12× ADV + price-sensitive announcement
  • 5d broker flow — inst $+93,288, retail $+33,130, mm $+33,491
  • net +$3,422, buy ratio 56% (2026-07-13)
  • price-sensitive announcement: Madman Project Drilling Update
• FDR · Corporate Presentation
  • 〰️ Momentum: NEUTRAL · 5d +15.8% · 20d +11.9% · 50% off high · RSI 62
  • rule: resource-specialist flow 0.10× ADV + price-sensitive announcement
  • 5d broker flow — inst $+35,435, retail $+447,794, mm $+5,715
  • net +$30,837, buy ratio 100% (2026-07-13)
  • price-sensitive announcement: Corporate Presentation

🏦 Institutional confluence (pre-positioning)

• MGU 🔥🔥 Flow surge (≥5× baseline) 23.8×
  • rule: cross-group flow: resource 3.40× ADV banks 0.37× ADV
  • 5d broker flow — inst $+131,805, retail $+124,050, mm $+2,613
  • net +$119,000, buy ratio 100% (2026-07-13)
• +15 steady institutional name(s) (no flow spike): AIS, G50, GA8, ILA, KRR, KTA, OD6, RAP, REE, SNM, SNX, SPD, TMX, TOR, WA1

🎯 Resource-specialist flow

• CBE 🔥 Flow spike (≥2.5× baseline) 3.6×
  • 📉 Momentum: DOWNTREND · 5d -21.2% · 20d -23.5% · 30% off high · RSI 34 · 1d up
  • rule: resource-specialist flow 0.39× ADV
  • 5d broker flow — inst $+433,365, retail $+1,379,346, mm $+28,987
  • yesterday vol 1.7× avg ($1,888,499 $-vol)
  • net +$257,351, buy ratio 97% (2026-07-13)
• SLM 🔥 Flow spike (≥2.5× baseline) 3.3×
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -26.4% · 32% off high · RSI 23 · 1d up
  • rule: resource-specialist flow 0.29× ADV
  • 5d broker flow — inst $+144,166, retail $+171,103, mm $+4,039
  • net +$101,112, buy ratio 100% (2026-07-13)
• +14 steady institutional name(s) (no flow spike): ACW, BOA, BUS, GED, GT1, HLS, KLI, LIN, LKY, MRD, NC6, NVU, OR3, RCM

🏦 Investment-bank flow

• VMM 🔥🔥 Flow surge (≥5× baseline) 11.5×
  • 〰️ Momentum: NEUTRAL · 5d -0.6% · 20d -11.6% · 14% off high · RSI 44 · 2d up
  • rule: investment-bank flow 0.44× ADV
  • 5d broker flow — inst $+1,680,596, retail $+255,287, mm $+103,512
  • net +$173,442, buy ratio 100% (2026-07-13)
• +37 steady institutional name(s) (no flow spike): AEE, AGY, ALM, APX, ARR, ARU, AT4, ATV, BC8, CPN, CPO, CUV, CY5, DEV, ECL, EIQ, EVR, EXR, GTI, IMU, ITM, KAR, LAC, LRV, MEM, MNE, MSB, NVX, NWM, PDN, QXR, RIE, VPR, WBT, WC1, ZEU, ZMI

🛒 Retail-only flow

• ABX
  • rule: retail flow 0.27× ADV
  • 5d broker flow — inst $+0, retail $+7,349, mm $+8,030
• ALR · Greater Oko Upscaled Exploration Plans
  • rule: retail flow 0.15× ADV
  • 5d broker flow — inst $+5,046, retail $+28,173, mm $+5,656
  • price-sensitive announcement: Greater Oko Upscaled Exploration Plans
• AVW
  • rule: retail flow 2.28× ADV
  • 5d broker flow — inst $+0, retail $+8,142, mm $+0
• CTO
  • rule: retail flow 1.11× ADV
  • 5d broker flow — inst $+0, retail $+24,461, mm $+2,115
• CU6
  • ↗️ Momentum: UPTREND · 5d +1.7% · 20d +10.9% · 57% off high · RSI 64 · 1d up
  • rule: retail flow 0.14× ADV
  • 5d broker flow — inst $+122,769, retail $+1,056,253, mm $+0
• CXO
  • 📉 Momentum: DOWNTREND · 5d +2.0% · 20d -11.9% · 32% off high · RSI 45 · 2d up
  • rule: retail flow 0.47× ADV
  • 5d broker flow — inst $+288,291, retail $+2,725,214, mm $+164,634
• EMT
  • rule: retail flow 5.77× ADV
  • 5d broker flow — inst $-1,170, retail $+32,115, mm $+0
• EMV
  • 🚀 Momentum: EXTENDED · 5d +17.3% · 20d +14.7% · 26% off high · RSI 78 · 3d up
  • rule: retail flow 0.51× ADV
  • 5d broker flow — inst $-10,482, retail $+35,224, mm $-234
  • net $6,812, buy ratio 0% (2026-07-13)
• GAL
  • rule: retail flow 1.54× ADV
  • 5d broker flow — inst $+0, retail $+34,599, mm $+0
• IMI
  • rule: retail flow 0.79× ADV
  • 5d broker flow — inst $+0, retail $+7,550, mm $+0
• IOV
  • 〰️ Momentum: NEUTRAL · 5d -18.3% · 20d +1.1% · 27% off high · RSI 33
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $-6,500, retail $+28,065, mm $+0
• LKE
  • 📉 Momentum: DOWNTREND · 5d +2.4% · 20d -24.6% · 72% off high · RSI 47 · 1d up
  • rule: retail flow 0.47× ADV
  • 5d broker flow — inst $+0, retail $+230,526, mm $+13,366
• LYC · Change in substantial holding
  • ↘️ Momentum: PULLBACK · 5d -3.5% · 20d -8.9% · 25% off high · RSI 21 · 1d up
  • rule: retail flow 0.21× ADV
  • 5d broker flow — inst $+254,275, retail $+12,668,625, mm $+1,703,879
  • net +$60,471, buy ratio 79% (2026-07-13)
  • price-sensitive announcement: Change in substantial holding
• MAY
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $-4,848, retail $+7,951, mm $+0
• MML
  • rule: retail flow 0.75× ADV
  • 5d broker flow — inst $-19,294, retail $+14,176, mm $-9,113
• MQR · Despatch of Entitlement Offer Documents
  • rule: retail flow 0.16× ADV
  • 5d broker flow — inst $+0, retail $+1,600, mm $+0
  • price-sensitive announcement: Despatch of Entitlement Offer Documents
• OM1
  • rule: retail flow 0.40× ADV
  • 5d broker flow — inst $+0, retail $+2,972, mm $+0
• ONE
  • rule: retail flow 1.15× ADV
  • 5d broker flow — inst $-16,116, retail $+19,935, mm $-11,988
  • net +$1,650, buy ratio 100% (2026-07-13)
• PNN
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -17.2% · 47% off high · RSI 43 · 1d up
  • rule: retail flow 0.78× ADV
  • 5d broker flow — inst $-9,000, retail $+228,450, mm $+9,791
• QEM
  • rule: retail flow 0.47× ADV
  • 5d broker flow — inst $-17,220, retail $+9,134, mm $-8,317
• RML
  • ↘️ Momentum: PULLBACK · 5d -6.5% · 20d -8.5% · 63% off high · RSI 55
  • rule: retail flow 0.53× ADV
  • 5d broker flow — inst $-11,370, retail $+248,216, mm $+0
  • net $6,600, buy ratio 0% (2026-07-13)
• RMX
  • rule: retail flow 0.21× ADV
  • 5d broker flow — inst $+0, retail $+5,192, mm $+0
• RNU
  • rule: retail flow 0.23× ADV
  • 5d broker flow — inst $-3,740, retail $+39,403, mm $+0
• SGA
  • rule: retail flow 2.30× ADV
  • 5d broker flow — inst $-6,468, retail $+18,659, mm $+0
• SGQ
  • 📉 Momentum: DOWNTREND · 5d +2.3% · 20d -14.3% · 45% off high · RSI 45
  • rule: retail flow 0.44× ADV
  • 5d broker flow — inst $+17,403, retail $+530,228, mm $+17,403
• SQX
  • rule: retail flow 0.18× ADV
  • 5d broker flow — inst $+0, retail $+1,872, mm $+0
• SYR
  • ↗️ Momentum: UPTREND · 5d +4.3% · 20d -4.0% · 77% off high · RSI 67 · 1d up
  • rule: retail flow 0.37× ADV
  • 5d broker flow — inst $+15,881, retail $+354,090, mm $+11,578
  • net +$15,881, buy ratio 100% (2026-07-13)
• TLG · Talga and Dainen Execute Offtake LOI for Japan Anode Supply
  • rule: retail flow 0.26× ADV
  • 5d broker flow — inst $-28,158, retail $+49,462, mm $-14,079
  • price-sensitive announcement: Talga and Dainen Execute Offtake LOI for Japan Anode Supply
• WIN
  • rule: retail flow 0.54× ADV
  • 5d broker flow — inst $+0, retail $+11,522, mm $+0

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

• RDS
  • rule: market-maker flow 0.10× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+300

❓ Below thresholds

• 4DX · US Bill directs VA to adopt 4D lung imaging
  • ↘️ Momentum: PULLBACK · 5d -4.9% · 20d +5.1% · 43% off high · RSI 36
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,918,872, retail $+8,520,237, mm $+503,281
  • price-sensitive announcement: US Bill directs VA to adopt 4D lung imaging
• AAJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,891, retail $+16,753, mm $+0
• AAU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-10,289, retail $+33,757, mm $+0
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+27,663, retail $+13,004, mm $+27,663
• AON
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-11,975, retail $+26,765, mm $+9,100
  • net +$5,273, buy ratio 100% (2026-07-13)
• AR3
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +4.8% · 69% off high · RSI 44
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,942, retail $+103,953, mm $+2,660
  • yesterday vol 2.4× avg ($113,317 $-vol)
  • net +$344, buy ratio 52% (2026-07-13)
• AR9
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,979, retail $+46,445, mm $+1,103
• ASN · Anson Applies for Additional SITLA Mineral Rights
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+15,978, retail $+32,683, mm $+1,673
  • price-sensitive announcement: Anson Applies for Additional SITLA Mineral Rights
• ATT
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+750, retail $+0, mm $+567
• AW1
  • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -25.0% · 59% off high · RSI 21
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+25,107, retail $+29,771, mm $+5,965
• AYA
  • ↗️ Momentum: UPTREND · 5d +1.8% · 20d +24.1% · 7% off high · RSI 61 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+760,532, retail $+1,989,516, mm $+126,713
  • net +$15,423, buy ratio 57% (2026-07-13)
• BMM · Bayan Commences Yttrium Upgrade Research with UQ
  • rule: flow below classification thresholds
  • price-sensitive announcement: Bayan Commences Yttrium Upgrade Research with UQ
• BRN
  • 📉 Momentum: DOWNTREND · 5d -3.3% · 20d -12.1% · 41% off high · RSI 40 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+38,368, retail $+35,738, mm $+30,686
  • net +$14,433, buy ratio 100% (2026-07-13)
• CBA · Becoming a substantial holder for AFG
  • ↗️ Momentum: UPTREND · 5d +1.1% · 20d +3.8% · 7% off high · RSI 70 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+66,593,434, retail $+26,291,660, mm $+39,830,294
  • price-sensitive announcement: Becoming a substantial holder for AFG
• CNJ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+480, mm $+0
• CUF
  • 🌱 Momentum: COILED · 5d +0.0% · 20d -1.6% · 18% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+15,714, retail $+21,135, mm $+0
  • net +$4,825, buy ratio 100% (2026-07-13)
• DRE
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +0.0% · 69% off high · RSI 60
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,105, retail $+13,400, mm $-3,660
  • net $1,648, buy ratio 0% (2026-07-13)
• DRO
  • 📉 Momentum: DOWNTREND · 5d +2.2% · 20d -16.2% · 64% off high · RSI 47 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+798,774, retail $+1,829,407, mm $+497,385
  • net +$102, buy ratio 50% (2026-07-13)
• DTR
  • 🚀 Momentum: EXTENDED · 5d +28.0% · 20d -13.5% · 75% off high · RSI 60
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+147,047, retail $+1,274,046, mm $+128,932
• EGR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+630, retail $+0, mm $+0
• EYE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+1,184, mm $+0
• FMG 🔥 Flow spike (≥2.5× baseline) 4.5×
  • 〰️ Momentum: NEUTRAL · 5d +3.7% · 20d -6.1% · 17% off high · RSI 52 · 4d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,810,340, retail $+19,505,838, mm $+2,271,865
  • net +$53,165, buy ratio 53% (2026-07-13)
• GBR · Major drilling program underway at Peak Hill Gold Project
  • 📉 Momentum: DOWNTREND · 5d -6.9% · 20d -21.2% · 57% off high · RSI 36
  • rule: flow below classification thresholds
  • price-sensitive announcement: Major drilling program underway at Peak Hill Gold Project
• GL1
  • 🌱 Momentum: COILED · 5d -1.1% · 20d -4.1% · 30% off high · RSI 55 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,940, retail $+86,457, mm $+4,018
  • net +$1,760, buy ratio 100% (2026-07-13)
• GMN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+780, retail $+0, mm $+0
• GNM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,033, retail $+0, mm $+1,094
• GRR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+13,681, retail $+69,822, mm $+16,697
• IVZ
  • ↗️ Momentum: UPTREND · 5d +11.3% · 20d +5.4% · 77% off high · RSI 61 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+55,725, retail $+48,916, mm $+0
  • net +$1,130, buy ratio 69% (2026-07-13)
• LNQ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,659, retail $+16,402, mm $+4,343
• LOT · Kayelekera Project Update and Voluntary Suspension Extension
  • rule: flow below classification thresholds | halt-only
  • price-sensitive announcement: Kayelekera Project Update and Voluntary Suspension Extension
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $-29,579, retail $+31,903, mm $+1,909
• LSR · Expanded Land Position to Secure High-Grade HREE Trend, USA
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -30.8% · 82% off high · RSI 33
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,891, retail $+24,287, mm $+784
  • price-sensitive announcement: Expanded Land Position to Secure High-Grade HREE Trend, USA
• LTR 🔥🔥 Flow surge (≥5× baseline) 10.9×
  • 📉 Momentum: DOWNTREND · 5d -2.1% · 20d -32.6% · 46% off high · RSI 23 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,371,108, retail $+8,346,894, mm $+0
  • net +$63,574, buy ratio 63% (2026-07-13)
• MTM
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -19.8% · 69% off high · RSI 58
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+236,671, retail $+531,715, mm $+477,859
• NEU
  • 🚀 Momentum: EXTENDED · 5d +4.8% · 20d +35.0% · 20% off high · RSI 76 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+751,998, retail $+655,635, mm $+275,885
  • net +$76,371, buy ratio 100% (2026-07-13)
• NPM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,696, retail $+467, mm $+0
• NXT
  • ↘️ Momentum: PULLBACK · 5d +1.1% · 20d -7.9% · 23% off high · RSI 41 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,579,934, retail $+657,585, mm $+1,263,394
• ODE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-7,968, retail $+74,620, mm $-16,129
• PEN
  • 📉 Momentum: DOWNTREND · 5d +4.3% · 20d -18.2% · 64% off high · RSI 43 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+37,904, retail $+150,362, mm $+7,061
• PLS
  • 📉 Momentum: DOWNTREND · 5d -1.3% · 20d -27.0% · 31% off high · RSI 27 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,925,328, retail $+18,525,778, mm $+1,598,466
  • net +$481,591, buy ratio 79% (2026-07-13)
• PR1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,458, retail $-1,702, mm $+0
• RNX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+372, mm $+0
• SER
  • ↘️ Momentum: PULLBACK · 5d -12.9% · 20d -10.0% · 52% off high · RSI 44
  • rule: flow below classification thresholds
  • yesterday vol 1.6× avg ($9,673 $-vol)
• SHE
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +0.0% · 20% off high · RSI 60
  • rule: flow below classification thresholds
  • yesterday vol 4.5× avg ($64,800 $-vol)
• SLS
  • 🚀 Momentum: EXTENDED · 5d -1.8% · 20d +32.1% · 7% off high · RSI 74 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+114,497, retail $+225,954, mm $+55,730
• SPL
  • ↗️ Momentum: UPTREND · 5d +2.8% · 20d +4.3% · 3% off high · RSI 63
  • rule: flow below classification thresholds
  • yesterday vol 4.5× avg ($3,530,276 $-vol)
• T3D
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+2,004, mm $+65
• TM1
  • 📉 Momentum: DOWNTREND · 5d -2.2% · 20d -19.6% · 49% off high · RSI 40
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+50,589, retail $+231,531, mm $+24,400
• WC8
  • 📉 Momentum: DOWNTREND · 5d -5.4% · 20d -21.6% · 34% off high · RSI 32
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+149,597, retail $+576,205, mm $+45,156

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 20 session(s) running, +$11,210,920 cumulative
• LYC — Resource specialists net buy 14 session(s) running, +$14,579,654 cumulative
• PLS — Resource specialists net buy 14 session(s) running, +$16,845,009 cumulative
• WC8 — Resource specialists net buy 13 session(s) running, +$3,271,865 cumulative
• FMG — Resource specialists net buy 12 session(s) running, +$11,531,955 cumulative
• WA1 — Resource specialists net buy 10 session(s) running, +$5,180,342 cumulative
• LIN — Resource specialists net buy 3 session(s) running, +$744,478 cumulative

Scanned 185 tickers · 8 spike(s) · 106 filtered (low $-vol) · 3 yfinance error(s)