📊 28 Jul 2026 (Tue) — Daily Brief

Generated 2026-07-28 10:11 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: hotcopper · asxdotcom · 18 watchlist match(es) · 14 price-sensitive

• DRO — Material Contracts, Product Release & Trading Update · 09:48 · link
  • 💰 1H 2026 Revenue: $125.8M (+74% YoY) · FY2026 Committed Revenue (as at 28 Jul): $206M (95% of FY2025 total) · New European military contract package: $23.2M (~$21M FY2026 revenue recognition) · FY2026 Revenue Guidance: $250–270M (+15–25% vs FY2025) (confidence: high)
• GT1 — Quarterly Activities/Appendix 5B Cash Flow Report · 09:45 · link
  • 💰 Recapitalisation completed: A$11.0m · Seymour DFS target completion: Q4 2026 · Mine Closure Plan submission target: November 2026 · Tantalum grade identified: 180 ppm Ta₂O₅ (confidence: medium)
• SER — Results of Share Purchase Plan · 09:26 · link
  • 💰 SPP target: A$250k · SPP applications received: A$579k · SPP amount accepted: A$465k · New shares issued: 3.8m (confidence: high)
• ILT — Drilling returns high-grade silver at Orient East, QLD · 09:06 · link
• CUV — Update - SCENESSE in vitiligo · CUV · link (only seen on asxdotcom)
  • 💰 CUV105 topline results: December 2026 · CUV105 enrollment: 210 patients · CUV107 pivotal study start: November 2026 · CUV107 target enrollment: 300 patients (Fitzpatrick IV–VI) (confidence: medium)
• AR1 — Increased Copper Production on Termination of APA · AR1 · link (only seen on asxdotcom)
  • 💰 APA settlement value: $51.98m · Cash outlay: $37.6m · Share issuance: 159.8m shares at $0.09/share · Share dilution: ~40% premium to spot; issued under 15% placement capacity (confidence: high)
• AVW — Quarterly Activities/Appendix 5B Cash Flow Report · AVW · link (only seen on asxdotcom)
  • 💰 RC drilling completed: 1,910 m of 4,500 m approved program · Holes completed: 18 of 37 planned · Historical grade (Maori Queen): 24.56 g/t Au (23,006 t historical production) · Recent intercepts: 2.0 m @ 31.65 g/t Au; 4.0 m @ 18.52 g/t Au (confidence: medium)
• LIN — Response to ASX Price Query · LIN · link (only seen on asxdotcom)
  • 💰 Price move (24-27 Jul): +17.4% ($0.72 → $0.845) · Volume spike: 3.5× average · 5-day return: +22% · 20-day return: -11% (confidence: medium)
• RCL — Quarterly Activities/Appendix 4C Cash Flow Report · RCL · link (only seen on asxdotcom)
  • 💰 YTD Schools Cash Receipts: $10.7m (up 6% YoY) · YTD VET-in-Schools Cash Receipts: $5.7m (up 13% YoY) · FY26 Forecast Sales & Fee Revenue: $11.2m–$11.5m · FY26 Forecast uEBITDA: $1m+ (confidence: high)
• KRR — Quarterly Activities/Appendix 5B Cash Flow Report · KRR · link (only seen on asxdotcom)
  • 💰 Stockpile inventory: 467,659 m³ (745,623 tonnes) · Historical pit excavation: 595,729 m³ (1,084,301 tonnes) · Unreconciled material: ~338,678 tonnes · Estimated hidden gold (at 2.44 g/t): ~23,541 oz Au (confidence: medium)
• GAL — Quarterly Cash Flow Report June 2026 · GAL · link (only seen on asxdotcom)
  • 💰 Cash at quarter-end: $7.48m · Exploration spend (Q): $0.73m · Exploration spend (YTD): $3.0m · Quarters of funding available: 10.3 (confidence: high)
• CRS — Becoming a substantial holder · CRS · link (only seen on asxdotcom)
  • 💰 Substantial holder: Jupiter Asset Management Limited · Voting power acquired: 5.87% · Shares acquired: 51,209,843 ordinary shares · Acquisition period: 01 June – 27 July 2026 (confidence: high)
• PR1 — GH Garnet Product Validated Against Intl Abrasive Standards · PR1 · link (only seen on asxdotcom)
  • 💰 Garnet product grade: 98% andradite concentrate (Stage 1) · ISO 11126-10:2017 validation: Pass (hardness, conductivity, soluble chloride) · Quartz content: 4.5% total (94% locked/semi-locked with garnet) · Respirable silica risk: None in 0–10 μm range; 0.06% in 10–20 μm range (confidence: medium)
• CVN — Quarterly Activities/Appendix 5B Cash Flow Report · CVN · link (only seen on asxdotcom)
  • 💰 Cash on hand: A$98 million · Bedout prospective resources (net): 1,021 mmboe (unrisked Pmean) · Bedout prospective resources increase: 92% vs June 2025 · 2027 drilling campaign cost: ~A$20 million (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 asxdotcom: AR1, AVW, CRS, CUV, CVN, EIQ, GAL, GL1, KRR, LIN, PR1, RCL

📊 Per-source counts

• hotcopper: 96 total, 5 watchlist match(es)
• asxdotcom: 226 total, 19 watchlist match(es)

⏭️ Non-sensitive announcements (watchlist)

4 announcement(s) across 4 ticker(s): AR1, EIQ, GL1, SER

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

Volume: yfinance (2026-07-27) · Flow: Market Lens (live, 2026-07-23)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-23 (T-3) vs each name's own trailing baseline · 9 spike(s) out of 83 institutional name(s).

• CXO 🔥 Flow spike (≥2.5× baseline) 3.7× · today $1.0M vs base $280k (5 sess)
  • 🔐 Free-float: net-bought 1114.67% of tradeable register today · Top-20 24% (conf: high)
  • ↘️ Momentum: PULLBACK · 5d +6.2% · 20d +4.1% · 33% off high · RSI 35 · 1d up
  • 🧠 Why: ## CXO Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into a pullback following the 15 July quarterly cashflow report, likely because improving operational/cash metrics signalled improving fundamentals at an attractive entry point (stock is -32.9% from 252-day high, RSI14 at 34.8 suggests oversold conditions). The 3.7x spike in institutional net buying, concentrated into a tight free float (76% locked in top 20), suggests they're positioning ahead of potential re-rating once sentiment normalizes.

Biggest Risk to This Read: The quarterly report catalyst is now 13 days old with only modest near-term momentum (5d return +6.25%), and no fresh price-sensitive announcements visible—meaning the institutional demand may be driven by private briefings or opaque broker research rather than public catalysts, creating execution risk if the underlying story disappoints on deeper dive or if the stock drifts lower before momentum re-ignites.

• CPN 🔥🔥 Flow surge (≥5× baseline) 6.4× · today $152k vs base $24k (5 sess)
  • 🔐 Free-float: net-bought 33.54% of tradeable register today · Top-20 50% (conf: high)
  • ↗️ Momentum: UPTREND · 5d +10.0% · 20d +39.2% · 41% off high · RSI 58
  • 🧠 Why: Institutions are likely accumulating CPN following the high-grade tin intersection announcement at Kelpie (July 8), which de-risks the exploration narrative and justifies fresh capital inflow into a micro-cap tin explorer trading 40% below its 252-day high—the 6.4x spike in institutional buying on a tight 50% free float suggests conviction that the market has materially underpriced the asset on this material news. The coinciding change in substantial holding (July 6) may have signalled insider confidence or an anchor buyer's arrival, accelerating the accumulation phase.

Biggest risk to this read: Tin commodity weakness or a sharp drawdown in tin prices could reverse the narrative instantly, and with institutional ownership already at 33.5% of free float and momentum potentially exhausted (RSI 57.7 is mid-range, not overbought), any disappointment on follow-up drilling or assay grades could trigger rapid institutional exit, exacerbating downside on a thin free float.

• PDN 🔥🔥 Flow surge (≥5× baseline) 5.2× · today $12.2M vs base $2.3M (5 sess)
  • 🔐 Free-float: net-bought 2.26% of tradeable register today · Top-20 86% (conf: medium)
  • 🌱 Momentum: COILED · 5d +12.8% · 20d +1.6% · 34% off high · RSI 51
  • 🧠 Why: # PDN Institutional Accumulation Analysis

Institutions are likely accumulating ahead of what appears to be positive FY2027 guidance from Langer Heinrich Mine (announced 22 July, three trading days before this spike). The 5.2x baseline surge in institutional buying—adding $12.2M net today into a tight 14% free float where top-20 holders control 86%—suggests conviction around the operational outlook, especially given PDN trades 34% below its 252-day high, creating a technical re-entry opportunity once momentum confirms. The "coiled" price action (neutral RSI, modest 5-day pop) implies institutions are positioning ahead of broader market recognition of the guidance, not chasing momentum.

Biggest risk to this read: The catalyst may already be largely priced in by the 12.8% five-day return, and the lack of clarity on whether guidance beat/missed consensus means the accumulation could be a false bottom if execution risks emerge in Q3 or commodity uranium headwinds re-accelerate. With such a tight free float, even moderate profit-taking from early buyers could reverse the institutional signal quickly.

• DEV 🔥🔥 Flow surge (≥5× baseline) 5.1× · today $532k vs base $105k (5 sess)
  • 🔐 Free-float: net-bought 0.95% of tradeable register today · Top-20 53% (conf: high)
  • ↗️ Momentum: UPTREND · 5d +0.0% · 20d +10.2% · 16% off high · RSI 62 · 1d up
  • 🧠 Why: Institutions are likely accumulating ahead of exploration results from the Nabarlek drilling campaign that commenced on 21 July—DEV has tightened free float (47% public), sits 15.6% below its 252-day high, and shows positive 20-day momentum (10.2%), making this an attractive entry point before potential drill hits that could re-rate the stock. The 5× surge in institutional buying (531k shares vs. 105k baseline) concentrated into a micro free-float suggests positioning for a catalytic event window rather than valuation mean-reversion alone.

Biggest risk: Nabarlek drilling results disappoint or miss market expectations, which would unwind the momentum narrative and expose the stock to rapid institutional exits given the already-thin float—the same tightness that amplifies upside could magnify downside if the catalyst fails to deliver.

• DTR 🔥🔥 Flow surge (≥5× baseline) 9.0× · today $583k vs base $65k (5 sess)
  • 🧠 Why: Institutions are accumulating DTR following yesterday's price-sensitive announcement and trading halt—likely positioning ahead of material news resolution (possibly related to the court intervention or REE mineralisation update). The 9x spike in institutional buying on a day of restricted trading suggests informed accumulation into illiquidity, where even modest volume commands outsized positioning.

Biggest risk to this read: The trading halt itself may signal negative news (regulatory, legal, or resource estimate downgrade) rather than positive, in which case the institutional flow could represent algorithm-driven rebalancing or forced position trimming rather than conviction buying. Without visibility on the announcement content, the direction of the catalyst is opaque.

• WBT 🔥🔥 Flow surge (≥5× baseline) 7.6× · today $1.1M vs base $147k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -2.0% · 20d -34.6% · 38% off high · RSI 24 · 1d up
• CU6 🔥🔥 Flow surge (≥5× baseline) 6.9× · today $1.2M vs base $176k (5 sess)
  • ↘️ Momentum: PULLBACK · 5d -3.9% · 20d +6.2% · 61% off high · RSI 42
• PLS 🔥 Flow spike (≥2.5× baseline) 4.9× · today $6.1M vs base $1.2M (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +1.4% · 20d -16.3% · 37% off high · RSI 28 · 1d up
• MTM 🔥 Flow spike (≥2.5× baseline) 2.6× · today $149k vs base $56k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -5.4% · 20d -10.3% · 74% off high · RSI 35

⭐ Tier 1 — confluence + catalyst

• LIN · Response to ASX Price Query
  • ↗️ Momentum: UPTREND · 5d +22.5% · 20d -11.1% · 16% off high · RSI 48 · 1d up
  • rule: volume spike 3.5x + price-sensitive announcement
  • 5d broker flow — inst $+620,777, retail $+948,741, mm $+695,997
  • yesterday vol 3.5× avg ($20,304,372 $-vol)
  • net +$28,466, buy ratio 87% (2026-07-23)
  • price-sensitive announcement: Response to ASX Price Query
• SER · Results of Share Purchase Plan
  • ↘️ Momentum: PULLBACK · 5d +8.0% · 20d +12.5% · 52% off high · RSI 38
  • rule: volume spike 4.1x + price-sensitive announcement
  • 5d broker flow — inst $+11,116, retail $+20,057, mm $+0
  • yesterday vol 4.1× avg ($29,178 $-vol)
  • net +$10,557, buy ratio 100% (2026-07-23)
  • price-sensitive announcement: Results of Share Purchase Plan

🏦 Institutional confluence (pre-positioning)

• +13 steady institutional name(s) (no flow spike): AON, BUS, CTO, DRE, FDR, GNM, LAC, LRV, OD6, OR3, TOR, VMM, WC8

🎯 Resource-specialist flow

• CXO 🔥 Flow spike (≥2.5× baseline) 3.7×
  • ↘️ Momentum: PULLBACK · 5d +6.2% · 20d +4.1% · 33% off high · RSI 35 · 1d up
  • rule: resource-specialist flow 0.13× ADV
  • 5d broker flow — inst $+1,342,665, retail $+34,948, mm $+370,422
  • net +$659,494, buy ratio 94% (2026-07-23)
• +19 steady institutional name(s) (no flow spike): ACW, APX, AR9, AYA, BRN, DYM, EXR, G50, GDM, KLI, LKY, MGU, NC6, NVX, OM1, PNN, RAP, TM1, WA1

🏦 Investment-bank flow

• DTR 🔥🔥 Flow surge (≥5× baseline) 9.0×
  • rule: investment-bank flow 0.39× ADV
  • 5d broker flow — inst $+774,378, retail $+346,522, mm $+126,487
• CU6 🔥🔥 Flow surge (≥5× baseline) 6.9×
  • ↘️ Momentum: PULLBACK · 5d -3.9% · 20d +6.2% · 61% off high · RSI 42
  • rule: investment-bank flow 0.25× ADV
  • 5d broker flow — inst $+2,086,200, retail $+63,422, mm $+488,965
• CPN 🔥🔥 Flow surge (≥5× baseline) 6.4×
  • ↗️ Momentum: UPTREND · 5d +10.0% · 20d +39.2% · 41% off high · RSI 58
  • rule: investment-bank flow 1.54× ADV
  • 5d broker flow — inst $+244,798, retail $+163,450, mm $+2,286
• PDN 🔥🔥 Flow surge (≥5× baseline) 5.2×
  • 🌱 Momentum: COILED · 5d +12.8% · 20d +1.6% · 34% off high · RSI 51
  • rule: investment-bank flow 0.48× ADV
  • 5d broker flow — inst $+16,415,927, retail $+1,961,068, mm $+6,228,155
• DEV 🔥🔥 Flow surge (≥5× baseline) 5.1×
  • ↗️ Momentum: UPTREND · 5d +0.0% · 20d +10.2% · 16% off high · RSI 62 · 1d up
  • rule: investment-bank flow 1.25× ADV
  • 5d broker flow — inst $+805,466, retail $+52,196, mm $+62,725
  • net $34,041, buy ratio 0% (2026-07-23)
• +37 steady institutional name(s) (no flow spike): ABX, AEE, AGY, AIS, ARR, ASN, AT4, BC8, BOA, CBA, CRR, CY5, EIQ, EMV, GL1, IOV, IVZ, KAR, KRR, LKE, LNQ, MQR, PNT, QXR, RCM, RDS, RML, RNU, SGA, SGQ, SLS, SNX, SYR, TLG, VPR, WC1, ZEU

🛒 Retail-only flow

• AAJ
  • rule: retail flow 0.51× ADV
  • 5d broker flow — inst $+0, retail $+18,584, mm $+3,052
• ALM
  • 〰️ Momentum: NEUTRAL · 5d +8.3% · 20d +8.3% · 35% off high · RSI 50 · 1d up
  • rule: retail flow 0.93× ADV
  • 5d broker flow — inst $-39,744, retail $+20,908, mm $+6,835
  • yesterday vol 3.7× avg ($87,764 $-vol)
• AR3
  • 📉 Momentum: DOWNTREND · 5d -14.4% · 20d -16.4% · 74% off high · RSI 27
  • rule: retail flow 3.11× ADV
  • 5d broker flow — inst $-6,977, retail $+139,597, mm $+6,169
• ARU
  • 📉 Momentum: DOWNTREND · 5d -2.5% · 20d -17.0% · 59% off high · RSI 15
  • rule: retail flow 0.64× ADV
  • 5d broker flow — inst $+182,500, retail $+4,128,833, mm $+156,226
• AVW · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: retail flow 3.09× ADV
  • 5d broker flow — inst $+0, retail $+12,363, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• BUX
  • rule: retail flow 3.19× ADV
  • 5d broker flow — inst $-37,029, retail $+120,175, mm $+0
  • net $923, buy ratio 0% (2026-07-23)
• CNJ
  • rule: retail flow 1.58× ADV
  • 5d broker flow — inst $+0, retail $+6,574, mm $+0
• CPO
  • rule: retail flow 5.14× ADV
  • 5d broker flow — inst $-59,308, retail $+215,163, mm $+0
  • net $41,984, buy ratio 0% (2026-07-23)
• CUV · Update - SCENESSE in vitiligo
  • 〰️ Momentum: NEUTRAL · 5d -4.2% · 20d -5.2% · 28% off high · RSI 38
  • rule: retail flow 0.51× ADV
  • 5d broker flow — inst $+0, retail $+642,137, mm $+1,200,060
  • price-sensitive announcement: Update - SCENESSE in vitiligo
• DM1
  • rule: retail flow 0.11× ADV
  • 5d broker flow — inst $-1,724, retail $+750, mm $+3,150
• EMT
  • rule: retail flow 0.69× ADV
  • 5d broker flow — inst $+0, retail $+3,760, mm $+0
• EVR
  • rule: retail flow 1.33× ADV
  • 5d broker flow — inst $+0, retail $+32,120, mm $+0
• GAL · Quarterly Cash Flow Report June 2026
  • rule: retail flow 0.34× ADV
  • 5d broker flow — inst $-994, retail $+7,808, mm $+0
  • price-sensitive announcement: Quarterly Cash Flow Report June 2026
• GTI
  • rule: retail flow 0.21× ADV
  • 5d broker flow — inst $+0, retail $+3,204, mm $+0
• HVY
  • rule: retail flow 0.68× ADV
  • 5d broker flow — inst $+0, retail $+6,688, mm $+1,432
• ILA
  • 〰️ Momentum: NEUTRAL · 5d -4.7% · 20d +6.6% · 29% off high · RSI 32 · 1d up
  • rule: retail flow 0.37× ADV
  • 5d broker flow — inst $+2,762, retail $+58,886, mm $+513
• LYC
  • 📉 Momentum: DOWNTREND · 5d -4.8% · 20d -19.7% · 33% off high · RSI 22 · 1d up
  • rule: retail flow 0.20× ADV
  • 5d broker flow — inst $+1,765,815, retail $+11,617,819, mm $+11,945,924
  • net +$469,489, buy ratio 74% (2026-07-23)
• MML
  • rule: retail flow 0.88× ADV
  • 5d broker flow — inst $+0, retail $+17,350, mm $+524
• MRD
  • ↗️ Momentum: UPTREND · 5d +22.7% · 20d +28.6% · 53% off high · RSI 56
  • rule: retail flow 2.34× ADV
  • 5d broker flow — inst $+0, retail $+78,497, mm $+2,685
  • yesterday vol 1.8× avg ($65,320 $-vol)
• ODE
  • rule: retail flow 1.79× ADV
  • 5d broker flow — inst $-85,418, retail $+101,292, mm $+413
  • net $52,500, buy ratio 0% (2026-07-23)
• PEN
  • 📉 Momentum: DOWNTREND · 5d -32.9% · 20d -32.9% · 76% off high · RSI 22
  • rule: retail flow 2.86× ADV
  • 5d broker flow — inst $-27,843, retail $+2,159,368, mm $+51,568
  • net $27,843, buy ratio 0% (2026-07-23)
• RCL · Quarterly Activities/Appendix 4C Cash Flow Report
  • rule: retail flow 3.01× ADV
  • 5d broker flow — inst $+0, retail $+9,066, mm $+1,500
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• REE
  • rule: retail flow 0.58× ADV
  • 5d broker flow — inst $-5,254, retail $+19,403, mm $+17,266
• RMX
  • rule: retail flow 0.61× ADV
  • 5d broker flow — inst $+0, retail $+12,000, mm $+18,428
• RNX
  • rule: retail flow 0.12× ADV
  • 5d broker flow — inst $+0, retail $+667, mm $+0
• SNM
  • rule: retail flow 0.70× ADV
  • 5d broker flow — inst $-5,086, retail $+52,196, mm $+17,260
• SPD
  • ↗️ Momentum: UPTREND · 5d +14.3% · 20d +37.1% · 47% off high · RSI 63 · 1d up
  • rule: retail flow 0.83× ADV
  • 5d broker flow — inst $+0, retail $+120,369, mm $+393
  • yesterday vol 2.5× avg ($398,009 $-vol)
• WIN
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $-4,966, retail $+6,691, mm $+0
• XPN
  • rule: retail flow 0.32× ADV
  • 5d broker flow — inst $+0, retail $+5,241, mm $+2,200

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

• APC
  • rule: market-maker flow 0.07× ADV
  • 5d broker flow — inst $-432, retail $-432, mm $+195
• CDR
  • rule: market-maker flow 0.06× ADV
  • 5d broker flow — inst $-2,316, retail $+0, mm $+291
• EGR
  • ↘️ Momentum: PULLBACK · 5d -3.9% · 20d -9.1% · 63% off high · RSI 31 · 1d up
  • rule: market-maker flow 0.25× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+4,788
  • yesterday vol 3.0× avg ($55,476 $-vol)
• GMN
  • rule: market-maker flow 0.23× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,519
• KTA
  • rule: market-maker flow 0.12× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+2,880
• MAY
  • rule: market-maker flow 0.24× ADV
  • 5d broker flow — inst $-620, retail $+0, mm $+3,901
• ONE
  • rule: market-maker flow 0.09× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,551
• RIE
  • rule: market-maker flow 0.21× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+859
• T3D
  • rule: market-maker flow 0.09× ADV
  • 5d broker flow — inst $+0, retail $+356, mm $+2,178

❓ Below thresholds

• 14D
  • 📉 Momentum: DOWNTREND · 5d +12.5% · 20d -16.3% · 55% off high · RSI 42 · 1d up
  • rule: flow below classification thresholds
  • yesterday vol 2.0× avg ($3,986,216 $-vol)
• 4DX
  • 📉 Momentum: DOWNTREND · 5d -4.4% · 20d -28.5% · 52% off high · RSI 21 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,535,648, retail $+5,885,917, mm $+4,893,204
  • net +$65,037, buy ratio 100% (2026-07-23)
• AAU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,257, retail $+0, mm $+3,221
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+1,097, retail $+10,662, mm $+3,998
• ALR
  • 🌱 Momentum: COILED · 5d +6.9% · 20d +3.3% · 44% off high · RSI 47
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,692, retail $+46,387, mm $+0
  • yesterday vol 1.7× avg ($245,683 $-vol)
• AR1 · Increased Copper Production on Termination of APA
  • ↘️ Momentum: PULLBACK · 5d -3.0% · 20d -8.6% · 60% off high · RSI 49 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: Increased Copper Production on Termination of APA
• ATV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-1,612, retail $+89,238, mm $+2,593
• AW1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,040, retail $+72,871, mm $+38,873
• CBE
  • 📉 Momentum: DOWNTREND · 5d +6.0% · 20d -18.5% · 28% off high · RSI 31 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+177,795, retail $+461,415, mm $+60,122
  • net +$4,304, buy ratio 59% (2026-07-23)
• CRS · Becoming a substantial holder
  • 〰️ Momentum: NEUTRAL · 5d +4.9% · 20d +6.2% · 45% off high · RSI 56 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: Becoming a substantial holder
• CUF
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+13,320, retail $+396,238, mm $+5,187
• CVN · Quarterly Activities/Appendix 5B Cash Flow Report
  • ↘️ Momentum: PULLBACK · 5d -5.0% · 20d -9.5% · 27% off high · RSI 46
  • rule: flow below classification thresholds
  • yesterday vol 1.8× avg ($350,544 $-vol)
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• DRO · Material Contracts, Product Release & Trading Update
  • 📉 Momentum: DOWNTREND · 5d -3.7% · 20d -10.7% · 68% off high · RSI 28 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,685,399, retail $+1,036,645, mm $+3,509,236
  • net $4,405, buy ratio 0% (2026-07-23)
  • price-sensitive announcement: Material Contracts, Product Release & Trading Update
• ECL
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+3,950, mm $+0
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+2,111, mm $+3,034
• EYE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,145, retail $+34,281, mm $+3,524
• FMG
  • 🌱 Momentum: COILED · 5d +0.2% · 20d -3.7% · 18% off high · RSI 58 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+13,823,709, retail $+10,693,686, mm $+1,118,096
• GA8
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,098, retail $+10,233, mm $+3,304
• GCM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,697, retail $-1,704, mm $+4,800
• GRR
  • 🌱 Momentum: COILED · 5d +0.0% · 20d -3.5% · 53% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,943, retail $+21,801, mm $+45,787
  • net $2,100, buy ratio 0% (2026-07-23)
• GT1 · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,883, retail $+0, mm $+3,991
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• HLS
  • 📉 Momentum: DOWNTREND · 5d -4.2% · 20d -11.5% · 67% off high · RSI 32
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+84,754, retail $+1,678,018, mm $+0
• ILT · Drilling returns high-grade silver at Orient East, QLD
  • rule: flow below classification thresholds
  • price-sensitive announcement: Drilling returns high-grade silver at Orient East, QLD
• IMU
  • ↘️ Momentum: PULLBACK · 5d -2.2% · 20d -9.1% · 80% off high · RSI 24
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+60,702, retail $+160,380, mm $+3,210
• ITM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $-107, mm $+0
• LOT
  • 📉 Momentum: DOWNTREND · 5d -43.2% · 20d -62.1% · 92% off high · RSI 0
  • rule: flow below classification thresholds
  • yesterday vol 53.8× avg ($4,747,375 $-vol)
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+0, mm $+3,644
• LSR
  • 📉 Momentum: DOWNTREND · 5d +12.5% · 20d -10.0% · 82% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,418, retail $+0, mm $+5,312
  • yesterday vol 1.5× avg ($73,334 $-vol)
• LTR
  • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -26.2% · 54% off high · RSI 25 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,659,734, retail $+9,062,908, mm $+493,704
  • net +$1,594,189, buy ratio 86% (2026-07-23)
• MEM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-9,030, retail $+29,813, mm $+1,600
  • net $15,164, buy ratio 0% (2026-07-23)
• MNE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-280, retail $-280, mm $+0
  • net $280, buy ratio 0% (2026-07-23)
• MSB
  • 〰️ Momentum: NEUTRAL · 5d -11.9% · 20d +9.7% · 30% off high · RSI 54
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+906,920, retail $+1,004,630, mm $+662,922
  • net +$96,819, buy ratio 100% (2026-07-23)
• MTM 🔥 Flow spike (≥2.5× baseline) 2.6×
  • 📉 Momentum: DOWNTREND · 5d -5.4% · 20d -10.3% · 74% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+130,837, retail $+529,054, mm $+358,613
• NEU
  • 🌱 Momentum: COILED · 5d -1.5% · 20d +0.6% · 24% off high · RSI 54 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,745,951, retail $+1,709,441, mm $+1,090,109
  • net +$4,155, buy ratio 53% (2026-07-23)
• NPM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,751, retail $+0, mm $+0
• NVU
  • 🚀 Momentum: EXTENDED · 5d +55.8% · 20d +34.0% · 39% off high · RSI 73 · 4d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+15,669, retail $+19,898, mm $+3,597
  • yesterday vol 1.6× avg ($206,535 $-vol)
• NXT
  • ↘️ Momentum: PULLBACK · 5d +5.0% · 20d -6.0% · 24% off high · RSI 49 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,462,466, retail $+976,075, mm $+3,443
• PLS 🔥 Flow spike (≥2.5× baseline) 4.9×
  • 📉 Momentum: DOWNTREND · 5d +1.4% · 20d -16.3% · 37% off high · RSI 28 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,756,976, retail $+7,244,561, mm $+2,546,043
• PR1 · GH Garnet Product Validated Against Intl Abrasive Standards
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,172, retail $+0, mm $+0
  • price-sensitive announcement: GH Garnet Product Validated Against Intl Abrasive Standards
• QEM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-6,265, retail $+684, mm $+0
  • net $4,320, buy ratio 0% (2026-07-23)
• SLM
  • 📉 Momentum: DOWNTREND · 5d +3.7% · 20d -27.0% · 38% off high · RSI 39 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+13,414, retail $+134,932, mm $+123,100
  • net $34,141, buy ratio 35% (2026-07-23)
• SPL
  • 🌱 Momentum: COILED · 5d -2.8% · 20d -0.7% · 9% off high · RSI 47
  • rule: flow below classification thresholds
  • yesterday vol 1.7× avg ($1,452,398 $-vol)
• WBT 🔥🔥 Flow surge (≥5× baseline) 7.6×
  • 📉 Momentum: DOWNTREND · 5d -2.0% · 20d -34.6% · 38% off high · RSI 24 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,543,011, retail $+6,352,129, mm $+673,607
  • net $7,182, buy ratio 0% (2026-07-23)
• ZMI
  • ↗️ Momentum: UPTREND · 5d +13.3% · 20d +13.3% · 15% off high · RSI 67 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,392, retail $+0, mm $+100
  • yesterday vol 6.4× avg ($218,586 $-vol)

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 24 session(s) running, +$13,430,170 cumulative
• PLS — Resource specialists net buy 20 session(s) running, +$21,127,880 cumulative
• LYC — Resource specialists net buy 19 session(s) running, +$15,600,554 cumulative
• WC8 — Resource specialists net buy 18 session(s) running, +$4,122,513 cumulative
• FMG — Resource specialists net buy 14 session(s) running, +$15,615,678 cumulative
• CBA — Resource specialists net buy 5 session(s) running, +$66,049,039 cumulative
• 4DX — Resource specialists net buy 4 session(s) running, +$691,484 cumulative
• VMM — Resource specialists net buy 4 session(s) running, +$753,803 cumulative
• AIS — Resource specialists net buy 3 session(s) running, +$389,877 cumulative
• APX — Resource specialists net buy 3 session(s) running, +$582,636 cumulative

Scanned 184 tickers · 22 spike(s) · 98 filtered (low $-vol) · 4 yfinance error(s)