morning brief · 2026-07-21← 2026-07-202026-07-22 →letter

📊 21 Jul 2026 (Tue) — Daily Brief

Generated 2026-07-21 10:05 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 23 watchlist match(es) · 16 price-sensitive

  • EVR — Tecomatlan Plant Flotation Circuit Commissioned · 09:57
    • 💰 Volume spike: 8.7× average · Market cap: $12m · 5-day pre-announcement move: -27% · 20-day pre-announcement move: -43% (confidence: low)
  • SLS — Quarterly Activities/Appendix 5B Cash Flow Report · 09:28 · link
    • 💰 NANRCD004 composite: 629.1m @ 0.50% Cu, 0.17g/t Au · Best intercept NANRCD004: 30.7m @ 1.41% Cu, 0.34g/t Au · Current MRE: 40.4Mt, 162kt Cu, 130koz Au · Cash position: $45m, no debt (confidence: high)
  • PR1 — HREE Successfully Recovered from Garnet Hills - ORNL · 09:27 · link
    • 💰 REE recovery: Confirmed qualitative (quantification in progress) · HREE presence: Confirmed in solution · Sample composite: ~2,800 kg garnetiferous material from 197 locations · Development stage: Proof-of-concept, laboratory testwork (confidence: medium)
  • ZEU — PRICE SENSITIVE · 09:25 · link (only seen on hotcopper)
    • 💰 Market cap: $6m · Pre-announcement run-up (20d): +33% · Pre-announcement run-up (5d): +14% · Free float: 52% (confidence: medium)
  • XPN — Q4 FY26 Activity Report and Appendix 4C · 09:24 · link
    • 💰 FY26 Group EBITDA (unaudited): $1.1m · Q4 FY26 Revenue: $2.68m · Gross Margin: 68% · Recurring Revenue Mix: 96% (confidence: medium)
  • RIE — Riedel Completes Acquisition of Australian Gold Assets · 09:13 · link
    • 💰 Cosmo + Mt Venn tenure: 1,000 km² · Combined strike length: >100 km · Kingman Inferred Resource: 64,000 oz Au · Sarama post-acquisition stake: ~32% (confidence: medium)
  • RIE — SRR:Sarama Completes Sale of its West Australian Gold Assets · 09:12 · link
    • 💰 Transaction value: A$3.2m cash + shares · Sarama stake in Riedel: ~32% initial, ~44% with performance milestones · Shares issued to Sarama: 150m shares + 100m performance rights · Deemed share price: A$0.025/share (confidence: high)
  • SHN — Magnetics Survey Defines High-Grade Gold Targets, Sybil · 08:56 · link
    • 💰 Survey coverage: 2,079 line-km airborne magnetic & radiometric · Pancho vein (rock chip): 21.6 g/t Au · Cisco vein (rock chip): 6.04 g/t Au · Upcoming RC drilling: 72 holes, 4,528m (Francis Creek, Francis Creek East, Blue Range) (confidence: high)
  • ZEU — Trading Halt · ZEU · link (only seen on asxdotcom)
    • 💰 Market cap: $6m · Pre-announcement run-up (5d): +14% · Pre-announcement run-up (20d): +33% (confidence: low)
  • LRV — Staged Process Plant Commissioning Commences at Hillgrove · LRV · link (only seen on asxdotcom)
    • 💰 Antimony production forecast: ~4,900 tonnes/year · Gold production forecast: >40,000 oz/year · Mine life: 7 years · Processing capacity (current approved): 250,000 t/pa (confidence: high)
  • WC1 — Near Term Drilling for Copper and Scandium · WC1 · link (only seen on asxdotcom)
    • 💰 Bulla Park Resource: 20 Mt @ 0.58% CuEq (0.30% Cu, 0.10% Sb, 4.7 g/t Ag) · Salazar Scandium Resource: 15 Mt @ 153 ppm Sc₂O₃ · Salazar REE Resource: 230 Mt @ 1,178 ppm TREO · Cu Recovery (Bulla Park): 94.6% (confidence: medium)
  • AIS — Major Increase in Tritton Mineral Resources & Ore Reserves · AIS · link (only seen on asxdotcom)
    • 💰 Ore Reserves: 10Mt @ 1.7% Cu (180kt Cu metal), +4.9x from 37kt · Mineral Resources: 33Mt @ 1.7% Cu (540kt Cu metal), +70% from 310kt · Reserve Life: >5 years mill feed at current capacity · Copper grade: 1.7% Cu (good, above 1-2% peer range) (confidence: high)
  • NXT — Contracted Utilisation Update · NXT · link (only seen on asxdotcom)
    • 💰 Contracted utilisation: 740MW (+73MW, +11% since April 2026) · Forward order book: 565MW · Forward order book conversion period: FY26–FY30 · Utilisation uptick since last update: 73MW (confidence: high)
  • CBE — Change in substantial holding · CBE · link (only seen on asxdotcom)
    • 💰 BlackRock voting power: 7.56% · Previous voting power: 5.94% · Shares acquired: 34,360,498 · Change date: 16 July 2026 (confidence: high)
  • TM1 — OUTSTANDING DIAMOND RESULTS CONFIRM 448M THICK INTERVAL · TM1 · link (only seen on asxdotcom)
    • 💰 SWRD051 (broadest interval): 448m @ 0.87 g/t PGE3, 0.15% Ni · High-grade zone SWRD051: 36.6m @ 2.00 g/t PGE3, 0.24% Ni, 0.11% Cu · Southwest footprint: 950m strike × 700m width × 750m+ down-dip · Interpreted true thickness: ~400m continuous mineralisation (confidence: high)
  • DEV — 2026 Drilling Campaign Commences at Nabarlek · DEV · link (only seen on asxdotcom)
    • 💰 Drilling Program: 15,000 metres across 66 holes (RC and diamond) · Target: Big Radon: 3 km undrilled radon anomaly with structural complexity · Target: Sandfire: Along-strike from Deep Yellow's Angularli (32.9 Mlbs @ 1.09% U₃O₈) · Orion East Rock Chip: Up to 0.31% U₃O₈ from fault breccia (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 hotcopper: ZEU
  • Only on asxdotcom: AIS, CBE, CUV, DEV, LRV, NVX, NXT, TM1, WC1, ZEU

📊 Per-source counts

  • hotcopper: 103 total, 12 watchlist match(es)
  • asxdotcom: 192 total, 22 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

7 announcement(s) across 3 ticker(s): CUV, MSB, NVX

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

Volume: yfinance (2026-07-20) · Flow: Market Lens (live, 2026-07-16)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-16 (T-3) vs each name's own trailing baseline · 2 spike(s) out of 85 institutional name(s).

  • PEN 🔥🔥 Flow surge (≥5× baseline) 7.5× · today $293k vs base $39k (5 sess)
    • 🔐 Free-float: net-bought 1053.78% of tradeable register today · Top-20 63% (conf: medium)
    • 🧠 Why: # PEN Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating ahead of the trading halt resolution announcement (halted 2026-07-20), likely betting on a material corporate action or acquisition that will be disclosed upon resumption. The June 29 "substantial holder" announcement suggests a strategic player has crossed the 5% threshold, and the 7.5x spike in institutional flow arriving after the halt suggests informed positioning before the market reopens with new information—classic pre-announcement window dressing by funds with access to the halting party's intentions.

Biggest Risk to This Read: The stock is already down 64% from its 252-week high and in a downtrend (RSI 37, −21.5% over 20d), so the trading halt could announce a dilutive capital raise, asset write-down, or management failure rather than a positive corporate event; institutions may be frontrunning capitulation selling rather than a catalyst, and the extremely tight free float (37%, top 20 holding 63%) means any negative news could trigger a liquidity squeeze in the wrong direction.

  • EXR 🔥🔥 Flow surge (≥5× baseline) 6.9× · today $256k vs base $37k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -28.0% · 20d -14.3% · 45% off high · RSI 33
    • 🧠 Why: # EXR Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating aggressively (6.9× baseline) following the Lorelle-3H flow testing update on July 15—likely signaling meaningful gas productivity or reserve confirmation that de-risks what appeared to be a troubled well completion. The spike into a 45% drawdown from 252-day highs and RSI of 33 (oversold) suggests they're positioning ahead of either detailed results disclosure or upcoming production milestones, betting that market pessimism has overshot the downside risk.

Biggest Risk to This Read: The absence of concrete flow rate or commerciality metrics in public disclosures—if the July 15 update merely confirmed technical success (gas flowing) rather than economic viability (sufficient volumes at acceptable cost), institutions may be front-running expectations that next guidance will disappoint, leaving them holding a technical success that fails to move valuation.

⭐ Tier 1 — confluence + catalyst

  • EVR · Tecomatlan Plant Flotation Circuit Commissioned
    • 📉 Momentum: DOWNTREND · 5d -27.3% · 20d -42.9% · 71% off high · RSI 25
    • rule: volume spike 8.7x + price-sensitive announcement
    • 5d broker flow — inst $+13,452, retail $+0, mm $+0
    • yesterday vol 8.7× avg ($128,292 $-vol)
    • price-sensitive announcement: Tecomatlan Plant Flotation Circuit Commissioned

🏦 Institutional confluence (pre-positioning)

  • EXR 🔥🔥 Flow surge (≥5× baseline) 6.9×
    • 📉 Momentum: DOWNTREND · 5d -28.0% · 20d -14.3% · 45% off high · RSI 33
    • rule: cross-group flow: resource 0.67× ADV banks 0.76× ADV
    • 5d broker flow — inst $+386,577, retail $+166,726, mm $+9,570
    • yesterday vol 1.6× avg ($458,435 $-vol)
    • net +$175,444, buy ratio 100% (2026-07-16)
  • +7 steady institutional name(s) (no flow spike): BUX, CXO, KRR, MGU, NWM, SER, SLM

🎯 Resource-specialist flow

  • PEN 🔥🔥 Flow surge (≥5× baseline) 7.5×
    • rule: resource-specialist flow 0.28× ADV
    • 5d broker flow — inst $+396,963, retail $+346,079, mm $+7,061
    • net +$293,396, buy ratio 100% (2026-07-16)
  • +24 steady institutional name(s) (no flow spike): ACW, AON, APC, BC8, BUS, CBE, FDR, G50, GL1, GT1, KLI, LNQ, MQR, NME, NVU, ONE, OR3, QEM, RCM, REE, SNM, SNX, WA1, WC8

🏦 Investment-bank flow

  • +34 steady institutional name(s) (no flow spike): AGY, ALM, ATT, ATV, CBA, CNJ, CPO, CRR, CUV, DRE, DRO, GA8, GTI, ILA, IMU, ITM, KAR, LAC, LRV, MEM, MNE, MRD, MSB, OD6, ODE, PR1, RIE, RNX, SGA, SQX, VMM, VPR, ZEU, ZMI

🛒 Retail-only flow

  • AAU
    • rule: retail flow 0.58× ADV
    • 5d broker flow — inst $+0, retail $+22,010, mm $+24,736
  • ALR
    • ↘️ Momentum: PULLBACK · 5d -3.3% · 20d -6.5% · 47% off high · RSI 42
    • rule: retail flow 0.37× ADV
    • 5d broker flow — inst $+0, retail $+68,474, mm $+610
  • AR3
    • rule: retail flow 0.86× ADV
    • 5d broker flow — inst $-5,281, retail $+43,186, mm $+525
  • AR9
    • 📉 Momentum: DOWNTREND · 5d -13.0% · 20d -30.2% · 72% off high · RSI 40 · 1d up
    • rule: retail flow 1.91× ADV
    • 5d broker flow — inst $+0, retail $+100,959, mm $+1,194
    • yesterday vol 1.5× avg ($71,787 $-vol)
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -11.1% · 20d -24.5% · 58% off high · RSI 9
    • rule: retail flow 0.57× ADV
    • 5d broker flow — inst $+4,899, retail $+3,846,236, mm $+62,394
  • AT4
    • 📉 Momentum: DOWNTREND · 5d -11.1% · 20d -13.5% · 85% off high · RSI 38
    • rule: retail flow 0.73× ADV
    • 5d broker flow — inst $+0, retail $+372,719, mm $+555
  • AW1
    • 📉 Momentum: DOWNTREND · 5d -8.8% · 20d -24.4% · 61% off high · RSI 23
    • rule: retail flow 1.00× ADV
    • 5d broker flow — inst $+0, retail $+124,122, mm $+9,094
  • AYA
    • 〰️ Momentum: NEUTRAL · 5d -7.3% · 20d +1.6% · 16% off high · RSI 29
    • rule: retail flow 0.40× ADV
    • 5d broker flow — inst $+14,479, retail $+1,458,283, mm $+534,329
  • CTO
    • rule: retail flow 0.24× ADV
    • 5d broker flow — inst $+0, retail $+4,624, mm $+0
  • DTR
    • 〰️ Momentum: NEUTRAL · 5d -22.2% · 20d -20.0% · 78% off high · RSI 52 · 1d up
    • rule: retail flow 1.08× ADV
    • 5d broker flow — inst $-13,050, retail $+2,161,871, mm $+15,708
    • net $13,050, buy ratio 0% (2026-07-16)
  • EMT
    • rule: retail flow 5.18× ADV
    • 5d broker flow — inst $+0, retail $+33,285, mm $+0
  • EMV
    • ↗️ Momentum: UPTREND · 5d +11.3% · 20d +8.1% · 29% off high · RSI 62 · 1d up
    • rule: retail flow 0.52× ADV
    • 5d broker flow — inst $-6,812, retail $+42,461, mm $+33
  • EYE
    • rule: retail flow 0.49× ADV
    • 5d broker flow — inst $+0, retail $+13,661, mm $+1,100
  • IMI
    • rule: retail flow 0.11× ADV
    • 5d broker flow — inst $+0, retail $+920, mm $+0
  • IOV
    • rule: retail flow 0.99× ADV
    • 5d broker flow — inst $-300, retail $+49,840, mm $+0
  • IVZ
    • ↗️ Momentum: UPTREND · 5d +3.5% · 20d +7.1% · 76% off high · RSI 64 · 1d up
    • rule: retail flow 0.20× ADV
    • 5d broker flow — inst $+1,765, retail $+44,169, mm $+2,101
  • RAP
    • rule: retail flow 0.37× ADV
    • 5d broker flow — inst $+0, retail $+11,119, mm $+0
  • RDS
    • rule: retail flow 2.30× ADV
    • 5d broker flow — inst $+0, retail $+10,145, mm $+300
  • RML
    • 🌱 Momentum: COILED · 5d -2.3% · 20d -2.3% · 63% off high · RSI 48
    • rule: retail flow 0.60× ADV
    • 5d broker flow — inst $-6,600, retail $+283,115, mm $+16,260
  • SPD
    • 〰️ Momentum: NEUTRAL · 5d -9.7% · 20d +14.5% · 54% off high · RSI 61
    • rule: retail flow 1.27× ADV
    • 5d broker flow — inst $+3,840, retail $+208,350, mm $+1,947
  • TOR
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -20.0% · 64% off high · RSI 36 · 1d up
    • rule: retail flow 0.51× ADV
    • 5d broker flow — inst $-14,574, retail $+124,578, mm $+0
    • net $17,000, buy ratio 17% (2026-07-16)
  • WBT
    • 📉 Momentum: DOWNTREND · 5d -22.7% · 20d -37.2% · 37% off high · RSI 19
    • rule: retail flow 0.33× ADV
    • 5d broker flow — inst $+181,877, retail $+3,741,735, mm $+341,328
  • WIN
    • rule: retail flow 0.48× ADV
    • 5d broker flow — inst $-846, retail $+10,372, mm $+1,642
    • net $846, buy ratio 0% (2026-07-16)

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

  • ABX
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -14.0% · 64% off high · RSI 50
    • rule: market-maker flow 0.00× ADV
    • 5d broker flow — inst $+173, retail $+0, mm $+85
    • yesterday vol 2.2× avg ($56,890 $-vol)
  • BOA
    • rule: market-maker flow 0.06× ADV
    • 5d broker flow — inst $-3,000, retail $+0, mm $+1,853
    • net $3,000, buy ratio 0% (2026-07-16)
  • GAL
    • rule: market-maker flow 0.00× ADV
    • 5d broker flow — inst $+235, retail $+0, mm $+54
  • KTA
    • rule: market-maker flow 0.04× ADV
    • 5d broker flow — inst $+198, retail $+0, mm $+780
  • LRD
    • rule: market-maker flow 0.45× ADV
    • 5d broker flow — inst $-10, retail $+0, mm $+1,713
  • MAY
    • rule: market-maker flow 0.01× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+233
  • NPM
    • rule: market-maker flow 0.00× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+53
  • QXR
    • rule: market-maker flow 0.61× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+1,650
  • WC1 · Near Term Drilling for Copper and Scandium
    • rule: market-maker flow 0.32× ADV
    • 5d broker flow — inst $-8,000, retail $+0, mm $+3,754
    • price-sensitive announcement: Near Term Drilling for Copper and Scandium

❓ Below thresholds

  • 4DX
    • 📉 Momentum: DOWNTREND · 5d -13.6% · 20d -27.3% · 50% off high · RSI 26 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,910,384, retail $+13,668,460, mm $+121,303
  • AAJ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,088, retail $+17,003, mm $+1,904
  • AEE
    • 🌱 Momentum: COILED · 5d -4.8% · 20d -4.8% · 63% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+57,194, retail $+147,110, mm $+1,484
  • AGC
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+13,899, mm $+0
  • AIS · Major Increase in Tritton Mineral Resources & Ore Reserves
    • ↘️ Momentum: PULLBACK · 5d -4.0% · 20d -10.0% · 47% off high · RSI 47 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+447,938, retail $+2,748,760, mm $+0
    • net +$106,085, buy ratio 96% (2026-07-16)
    • price-sensitive announcement: Major Increase in Tritton Mineral Resources & Ore Reserves
  • APX
    • 📉 Momentum: DOWNTREND · 5d -1.1% · 20d -13.9% · 54% off high · RSI 32
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+263,252, retail $+733,963, mm $+34
    • net +$90,898, buy ratio 100% (2026-07-16)
  • ARR
    • ↘️ Momentum: PULLBACK · 5d -8.2% · 20d +0.0% · 58% off high · RSI 37
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+16,510, retail $+235,785, mm $+10,466
  • ASN
    • 📉 Momentum: DOWNTREND · 5d -6.8% · 20d -14.6% · 66% off high · RSI 36
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+14,990, retail $+12,718, mm $+16,448
  • BM8
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,287, retail $+0, mm $+0
  • BRN
    • 📉 Momentum: DOWNTREND · 5d -13.3% · 20d -18.8% · 47% off high · RSI 30
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+30,254, retail $+384,223, mm $+113,430
    • yesterday vol 2.6× avg ($1,350,247 $-vol)
    • net $8,114, buy ratio 0% (2026-07-16)
  • CPN
    • ↗️ Momentum: UPTREND · 5d -9.1% · 20d +21.9% · 46% off high · RSI 61
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+26,430, retail $+60,283, mm $+1,511
  • CU6
    • 〰️ Momentum: NEUTRAL · 5d -4.1% · 20d +14.3% · 59% off high · RSI 58
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+306,588, retail $+1,532,704, mm $+652
    • net +$9,253, buy ratio 58% (2026-07-16)
  • CUF
    • 📉 Momentum: DOWNTREND · 5d -1.7% · 20d -10.9% · 22% off high · RSI 44
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+10,679, retail $+518,728, mm $+1,508
    • yesterday vol 7.7× avg ($620,759 $-vol)
  • CY5
    • ↗️ Momentum: UPTREND · 5d -3.9% · 20d +13.6% · 50% off high · RSI 67
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+173,193, retail $+22,395, mm $+321,393
  • DEV · 2026 Drilling Campaign Commences at Nabarlek
    • 🌱 Momentum: COILED · 5d +12.5% · 20d +3.9% · 16% off high · RSI 59 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+78,959, retail $+64,609, mm $+1,833
    • price-sensitive announcement: 2026 Drilling Campaign Commences at Nabarlek
  • EGR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,766, retail $+0, mm $+0
  • EIQ
    • 〰️ Momentum: NEUTRAL · 5d -13.9% · 20d +13.0% · 21% off high · RSI 39
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+661,634, retail $+1,373,996, mm $+64,112
    • net +$4,997, buy ratio 100% (2026-07-16)
  • FMG
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.2% · 18% off high · RSI 43
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+17,866,029, retail $+8,222,259, mm $+0
    • net +$859,987, buy ratio 58% (2026-07-16)
  • GBR
    • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -15.6% · 58% off high · RSI 27
    • rule: flow below classification thresholds
    • yesterday vol 1.9× avg ($483,000 $-vol)
  • GDM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-2,786, retail $-2,786, mm $+0
  • GED
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,086, retail $+1,564, mm $+0
  • GMN
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+780, retail $+0, mm $+209
  • GNM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+2,033, retail $+11,330, mm $+1,094
  • GRR
    • ↘️ Momentum: PULLBACK · 5d -3.5% · 20d -6.7% · 53% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-971, retail $+43,857, mm $+20,352
    • net $7,375, buy ratio 0% (2026-07-16)
  • HLS
    • ↘️ Momentum: PULLBACK · 5d -5.3% · 20d -4.0% · 65% off high · RSI 39
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+184,452, retail $+207,795, mm $+0
    • net +$36,389, buy ratio 95% (2026-07-16)
  • HTG
    • ↘️ Momentum: PULLBACK · 5d +10.0% · 20d -8.3% · 59% off high · RSI 47
    • rule: flow below classification thresholds
    • yesterday vol 3.9× avg ($282,463 $-vol)
  • HVY
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+526, retail $+0, mm $+0
  • LIN
    • 📉 Momentum: DOWNTREND · 5d -15.3% · 20d -21.6% · 31% off high · RSI 16
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+243,342, retail $+1,442,321, mm $+736,935
    • net +$44,632, buy ratio 100% (2026-07-16)
  • LKE
    • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -14.3% · 73% off high · RSI 47 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+77,232, retail $+160,087, mm $+0
  • LKY
    • 📉 Momentum: DOWNTREND · 5d -18.5% · 20d -29.3% · 92% off high · RSI 42
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+23,053, retail $+163,609, mm $+5,763
  • LPM
    • rule: no volume baseline available
    • 5d broker flow — inst $+9,853, retail $+54,010, mm $+1,909
  • LSR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,891, retail $+62,232, mm $+784
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -10.5% · 20d -32.9% · 52% off high · RSI 18
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+6,105,718, retail $+6,554,942, mm $+993,794
    • net +$298,083, buy ratio 100% (2026-07-16)
  • LYC
    • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -16.1% · 29% off high · RSI 20
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+323,982, retail $+4,029,862, mm $+1,954,097
    • net +$159,407, buy ratio 85% (2026-07-16)
  • MML
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,479, retail $+1,100, mm $+1,034
  • MTM
    • 📉 Momentum: DOWNTREND · 5d -10.8% · 20d -15.9% · 72% off high · RSI 46 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+279,284, retail $+113,511, mm $+85,828
    • net $9,750, buy ratio 0% (2026-07-16)
  • NEU
    • ↗️ Momentum: UPTREND · 5d +2.7% · 20d +36.5% · 23% off high · RSI 39
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,560,950, retail $+1,022,649, mm $+454,164
  • NVX
    • ↘️ Momentum: PULLBACK · 5d -6.2% · 20d -9.1% · 85% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+40,326, retail $+567,789, mm $+1,916
  • NXT · Contracted Utilisation Update
    • 📉 Momentum: DOWNTREND · 5d -3.3% · 20d -11.7% · 27% off high · RSI 34
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,758,890, retail $+810,257, mm $+718,825
    • price-sensitive announcement: Contracted Utilisation Update
  • PDN
    • 📉 Momentum: DOWNTREND · 5d -12.5% · 20d -13.7% · 42% off high · RSI 39 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,562,648, retail $+1,101,452, mm $+4,794,489
    • net +$80,259, buy ratio 96% (2026-07-16)
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -6.5% · 20d -24.2% · 38% off high · RSI 24
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+7,350,208, retail $+12,687,454, mm $+54,916
    • net +$151,913, buy ratio 93% (2026-07-16)
  • PNN
    • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -26.7% · 51% off high · RSI 36
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+37,517, retail $+160,853, mm $+11,746
  • RMX
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,278, retail $+0, mm $+0
  • RNU
    • 🌱 Momentum: COILED · 5d -3.6% · 20d +1.9% · 46% off high · RSI 52
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+6,093, retail $+0, mm $+4,316
  • SGQ
    • 📉 Momentum: DOWNTREND · 5d -15.4% · 20d -20.6% · 53% off high · RSI 27
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+143,605, retail $+1,034,381, mm $+204
    • net $10,884, buy ratio 0% (2026-07-16)
  • SHN · Magnetics Survey Defines High-Grade Gold Targets, Sybil
    • ↘️ Momentum: PULLBACK · 5d -3.6% · 20d -6.9% · 43% off high · RSI 44
    • rule: flow below classification thresholds
    • price-sensitive announcement: Magnetics Survey Defines High-Grade Gold Targets, Sybil
  • SLS · Quarterly Activities/Appendix 5B Cash Flow Report
    • ↗️ Momentum: UPTREND · 5d +0.9% · 20d +27.2% · 9% off high · RSI 33 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+126,840, retail $+127,986, mm $+0
    • net +$23,161, buy ratio 50% (2026-07-16)
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • SYR
    • 📉 Momentum: DOWNTREND · 5d -4.3% · 20d -12.0% · 79% off high · RSI 57
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+50,994, retail $+102,280, mm $+22,300
  • TLG
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,048, retail $+66,281, mm $+1,036
    • net $5,300, buy ratio 0% (2026-07-16)
  • TM1 · OUTSTANDING DIAMOND RESULTS CONFIRM 448M THICK INTERVAL
    • 📉 Momentum: DOWNTREND · 5d -13.3% · 20d -22.0% · 56% off high · RSI 15
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+46,547, retail $+331,114, mm $+46,479
    • price-sensitive announcement: OUTSTANDING DIAMOND RESULTS CONFIRM 448M THICK INTERVAL
  • TMX
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+50, retail $+0, mm $+0
  • XPN · Q4 FY26 Activity Report and Appendix 4C
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-96, retail $+0, mm $+0
    • price-sensitive announcement: Q4 FY26 Activity Report and Appendix 4C

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 22 session(s) running, +$11,660,793 cumulative
  • LYC — Resource specialists net buy 16 session(s) running, +$14,843,165 cumulative
  • PLS — Resource specialists net buy 16 session(s) running, +$17,897,097 cumulative
  • FMG — Resource specialists net buy 14 session(s) running, +$15,615,678 cumulative
  • WC8 — Resource specialists net buy 14 session(s) running, +$3,527,677 cumulative
  • WA1 — Resource specialists net buy 10 session(s) running, +$5,180,342 cumulative
  • CBA — Resource specialists net buy 4 session(s) running, +$18,932,943 cumulative
  • CBE — Resource specialists net buy 4 session(s) running, +$783,229 cumulative
  • WBT — Resource specialists net buy 3 session(s) running, +$778,323 cumulative

Scanned 185 tickers · 17 spike(s) · 99 filtered (low $-vol) · 3 yfinance error(s)