morning brief · 2026-07-29← 2026-07-28letter

📊 29 Jul 2026 (Wed) — Daily Brief

Generated 2026-07-29 19:57 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 53 watchlist match(es) · 34 price-sensitive

⚠️ hotcopper failed: HTTPError: 403 Client Error: Forbidden for url: https://hotcopper.com.au/announcements/

  • LTR — June 2026 Quarterly Report - Clarification · LTR · link
    • 💰 FY26 concentrate produced: 392 kdmt · FY26 AISC: A$1,233/dmt · FY27 guidance concentrate: 390–440 kdmt · Cash at quarter-end: A$561m (confidence: medium)
  • FNR — Quarterly Activities/Appendix 5B Cash Flow Report · FNR · link
    • 💰 Bridge Creek Central MRE upgrade: +31% to 93 koz Au · Total NT project gold: +23% to 117 koz Au · Grade (Bridge Creek): 1.08 g/t Au · Cash on hand (30 Jun 2026): A$1.59m (confidence: medium)
  • SRN — Quarterly Activities/Appendix 5B Cash Flow Report · SRN · link
    • 💰 Loot Prospect Au (peak): 13.19 g/t Au · Loot Prospect strike length: 200 m · Loot Prospect sample count: 13 samples · Au grades (avg cohort): 6.0 g/t Au (confidence: medium)
  • EYE — Quarterly Activities/Appendix 4C Cash Flow Report · EYE · link
    • 💰 FY26 Revenue: US$23.7m (+26% YoY) · H2 FY26 EBITDA: US$0.14m (positive, vs loss in prior year) · Q4 FY26 Sales: US$6.97m (+28% YoY, +21% QoQ) · Cash & Facilities: A$3.7m liquidity (A$1.0m cash + A$2.7m unused debt) (confidence: high)
  • DTR — Suspension from Quotation · DTR · link
    • 💰 suspension_trigger: US District Court preliminary injunction motion on Colosseum Project · suspension_duration: Until court outcome announcement or 30 July 2026 trading commencement · market_cap: $504m (confidence: medium)
  • MGU — DRILLING AT PALMARES REE PROJECT COMPLETE · MGU · link
    • 💰 Palmares RC drilling: 75 holes, 1,145m completed · Feirinha Prospect prior samples: 1.69% TREO (trench), 1.31% TREO (rock) · Azimuth Piracanjuba progress: 4,400m of 10,000m drilled · Programme cost: ~30% under budget (confidence: high)
  • G50 — A$26.25m Raised for Drilling at Golconda and White Caps · G50 · link
    • 💰 Gross proceeds: A$26.25m · Issue price: A$0.595 per share · Discount to last close: 9.8% · New shares issued: ~44.1m (confidence: high)
  • CDR — Trading Halt · CDR · link
    • 💰 Market cap: $5m · Free float: 87% · 20d pre-halt run-up: +30% · 5d pre-halt run-up: +8% (confidence: medium)
  • ASN — Anson to Conduct Western Block Exploration at Yellow Cat · ASN · link
    • 💰 U3O8 historical intercepts: 0.27–0.68% (confirmatory holes) · V2O5 historical intercepts: 0.09–0.77% · Planned twin holes: 3–5 historic drillholes · Expected drilling completion: Early Q4 2026 (confidence: medium)
  • AIS — Quarterly Results Presentation - June 2026 · AIS · link
    • 💰 Market cap: $554m · Pre-announcement momentum: -3% (20d), -1% (5d) (confidence: low)
  • HVY — Port Gregory PFS Delivers Maiden Ore Reserve - A$322.8M NPV · HVY · link
    • 💰 Post-tax NPV: A$322.8M (real, 8% discount rate) · IRR: 47.6% · Development capital: A$122.1M · Maiden Ore Reserve: 85.5 Mt at 4.43% THM (3.3 Mt garnet) (confidence: high)
  • ILT — ILT June 2026 Quarterly Activities Report & Appendix 5B · ILT · link
    • 💰 MRE (30g/t Ag Eq cutoff): 62.5 Mt @ 81.5 g/t Ag Eq · MRE (60g/t Ag Eq cutoff): 34.2 Mt @ 110.4 g/t Ag Eq · Exploration Target: 35.9–43.3 Mt @ 63.6–78.1 g/t Ag Eq · Drillholes completed Q2: 67 holes / 12,761m (confidence: medium)
  • SLM — Quarterly Activities/Appendix 5B Cash Flow Report · SLM · link
    • 💰 Capital raised: A$6.0m · Cash position: A$6.6m · Brazil Lithium acquisition cost: US$0.5m · Mandacaru drill program: 10 holes, 2,000m (confidence: high)
  • CPN — High-Grade Tin at Kelpie including 3m @ 9.32% Sn · CPN · link
    • 💰 Best intercept (BRC061): 3m @ 9.32% Sn · Primary intersection (BRC061): 20m @ 1.79% Sn · Current Kelpie resource: 3.94Mt @ 0.50% Sn (19,300t Sn) · Peak single metre: 14.0% Sn (historical context: Dumbrell's averaged 6% Sn) (confidence: high)
  • AAJ — Quarterly Activities/Appendix 5B Cash Flow Report · AAJ · link
    • 💰 Phase 1 drilling (Tillex): 1,093m completed · Best copper intersection (TX26-004): 89m @ 2.04% Cu, 12.31 g/t Ag · Best sub-interval (TX26-002): 5.6m @ 5.36% Cu, 56.89 g/t Ag · Phase 2 program: 3,600m ongoing (confidence: high)
  • CBE — Quarterly Activities/Appendix 5B Cash Flow Report · CBE · link
    • 💰 Q2 2026 operating cash flow: US$1.618m · Copper cathode production (Q2): 879 tonnes · Leach recovery rate (June): 76% · Financing liabilities reduced: US$9.4m (confidence: high)
  • PNN — Trading Halt · PNN · link
    • 💰 Project: Morro do Ferro REE Project, Brazil · Market cap: $46m · 20d price change: -16% · 5d price change: -5% (confidence: low)
  • AIS — Quarterly Activities Report - June 2026 · AIS · link
    • 💰 FY26 EBITDA: ~A$285m (+78% YoY) · Cash & receivables (Q4): A$202m (+A$52m QoQ) · Operating cash flow (Q4): A$104m (+37% YoY) · FY26 copper production: 23.0kt (+19% YoY) (confidence: high)
  • SGQ — Most Spectacular Drill Results to Date at Araxa · SGQ · link
    • 💰 TREO grades (peak intervals): up to 12.65% TREO · Nb₂O₅ grades (peak intervals): up to 2.25% Nb₂O₅ · Thickest intercept: 207m @ 2.60% TREO from surface · Drill holes reported: 37 diamond drill holes (confidence: high)
  • APX — Q2 FY26 Quarterly Activity Report and Appendix 4C · APX · link
  • LTR — June 2026 Quarter Presentation · LTR · link
  • AW1 — Presentation - The Further Case for Copper · AW1 · link
  • AR1 — Austral Invests in Long-Term Processing Infrastructure · AR1 · link
  • AYA — June Quarterly Activities Report and Appendix 4C · AYA · link
  • VFY — Q4 FY26 Quarterly Activities Report and Appendix 4C · VFY · link
  • OD6 — HIGH-GRADE GOLD RESULTS CONFIRMED AT QUINN · OD6 · link
  • NXM — Wallbrook Project- Branches RC Results Extend Mineralisation · NXM · link
  • ONE — Quarterly Activities/Appendix 4C Cash Flow Report · ONE · link
  • BM8 — Quarterly Activities/Appendix 5B Cash Flow Report · BM8 · link
  • PNT — Quarterly Activities/Appendix 5B Cash Flow Report · PNT · link
  • BSR — Quarterly Activities/Appendix 5B Cash Flow Report · BSR · link
  • RMX — SYSTEMATIC EXPLORATION UNDERWAY AT PIONEER TUNGSTEN PROJECT · RMX · link
  • WA1 — Luni Niobium Project - Assay Results · WA1 · link
  • WC8 — Quarterly Activities/Appendix 5B Cash Flow Report · WC8 · link

⏭️ Non-sensitive announcements (watchlist)

19 announcement(s) across 13 ticker(s): 14D, AR9, AT4, BC8, EYE, G50, GA8, NUZ, ONE, SGQ, SLM, SLS, WC1

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

Volume: yfinance (2026-07-28) · Flow: Market Lens (live, 2026-07-24)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-24 (T-3) vs each name's own trailing baseline · 3 spike(s) out of 48 institutional name(s).

  • CXO 🔥 Flow spike (≥2.5× baseline) 3.7× · today $1.0M vs base $272k (5 sess)
    • 🔐 Free-float: net-bought 1145.67% of tradeable register today · Top-20 24% (conf: high)
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.0% · 37% off high · RSI 42
    • 🧠 Why: # CXO Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions are likely accumulating ahead of or following positive signals from the 15 July quarterly cashflow report, which may have revealed improved liquidity, reduced cash burn, or strategic progress not yet fully priced in. The 3.7x spike in institutional buying (1M shares vs. 272k baseline) combined with a tight free float (76% held by top 20) creates a structural setup where modest accumulation can move the stock materially—and the 30% drawdown from 252-high suggests valuation may have become attractive for long-term holders.

Single Biggest Risk: The stock is in a "coiled" momentum state (flat 5-day, -4% over 20 days, RSI 42) with no fresh price-sensitive announcement on file since the activities report; if that cashflow print disappointed relative to expectations or sentiment has already rotated away, this spike could be short-covering or tactical rebalancing rather than conviction buying—and the thin free float could amplify downside if momentum doesn't confirm within the next 2–3 weeks.

  • DEV 🔥 Flow spike (≥2.5× baseline) 3.3× · today $600k vs base $184k (5 sess)
    • 🔐 Free-float: net-bought 1.11% of tradeable register today · Top-20 53% (conf: high)
    • 🌱 Momentum: COILED · 5d -5.5% · 20d +4.0% · 19% off high · RSI 56
    • 🧠 Why: Institutions are likely accumulating ahead of drilling results at Nabarlek (announced 8 days ago on 2026-07-21), with a 3.27x spike in institutional buying today indicating conviction that the market has underpriced the exploration upside—particularly given DEV is down 18.75% from 252-day highs despite positive 20-day momentum, suggesting institutional buyers view the pullback as a window before results flow. The tight free float (47% public, top 20 holding 53%) creates structural scarcity that amplifies any positive drill news, making early accumulation before the market reprices logical.

Biggest risk to this read: drilling campaign delays or disappointing initial intersections within the next 4–8 weeks could rapidly reverse the accumulation signal, especially if institutions are front-running on contractor timelines or preliminary geophysical assumptions that don't translate to ore-grade material—leaving the tight register working against longs instead of for them.

  • BRN 🔥 Flow spike (≥2.5× baseline) 4.9× · today $170k vs base $35k (5 sess)
    • 🔐 Free-float: net-bought 1.08% of tradeable register today · Top-20 43% (conf: high)
    • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -16.7% · 49% off high · RSI 27 · 1d up
    • 🧠 Why: The institutional spike into BRN appears opportunistic rather than conviction-driven: the stock is down 49% from its 252-day high, deeply oversold (RSI 27.3), and the expiration of the LDA Put Option Agreement (24 July) has removed a strategic overhang that may have been depressing the register. Institutions may be accumulating at capitulation prices ahead of the Appendix 4C quarterly report (27 July) to position for a technical bounce or operational clarity.

Biggest risk: The downtrend is severe (-17% over 20 days) and broad-based, suggesting fundamental deterioration rather than temporary weakness—if the quarterly report disappoints on cash burn, runway, or project progress, the spike could reverse sharply and institutions could face rapid mark-to-market losses. The tight free float (56.5%, with top-20 at 43.5%) also means liquidity to exit may be limited if sentiment flips.

⭐ Tier 1 — confluence + catalyst

  • APX · Q2 FY26 Quarterly Activity Report and Appendix 4C
    • ↘️ Momentum: PULLBACK · 5d -5.5% · 20d -8.0% · 54% off high · RSI 45
    • rule: resource-specialist flow 0.30× ADV + price-sensitive announcement
    • 5d broker flow — inst $+811,514, retail $+3,360,339, mm $+15,272
    • price-sensitive announcement: Q2 FY26 Quarterly Activity Report and Appendix 4C
  • AW1 · Presentation - The Further Case for Copper
    • rule: cross-group flow: resource 0.29× ADV banks 0.36× ADV + price-sensitive announcement
    • 5d broker flow — inst $+74,040, retail $+105,871, mm $+38,952
    • net +$33,000, buy ratio 100% (2026-07-24)
    • price-sensitive announcement: Presentation - The Further Case for Copper
  • AYA · June Quarterly Activities Report and Appendix 4C
    • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -16.6% · 19% off high · RSI 35
    • rule: resource-specialist flow 0.16× ADV + price-sensitive announcement
    • 5d broker flow — inst $+1,296,307, retail $+649,337, mm $+181,361
    • net +$23,909, buy ratio 55% (2026-07-24)
    • price-sensitive announcement: June Quarterly Activities Report and Appendix 4C
  • G50 · A$26.25m Raised for Drilling at Golconda and White Caps
    • rule: cross-group flow: resource 0.51× ADV banks 0.21× ADV + price-sensitive announcement
    • 5d broker flow — inst $+128,777, retail $+105,571, mm $+28,831
    • net +$17,457, buy ratio 100% (2026-07-24)
    • price-sensitive announcement: A$26.25m Raised for Drilling at Golconda and White Caps
  • MGU · DRILLING AT PALMARES REE PROJECT COMPLETE
    • rule: cross-group flow: resource 0.73× ADV banks 0.25× ADV + price-sensitive announcement
    • 5d broker flow — inst $+35,267, retail $+71,233, mm $+17,179
    • net +$10,145, buy ratio 100% (2026-07-24)
    • price-sensitive announcement: DRILLING AT PALMARES REE PROJECT COMPLETE
  • OD6 · HIGH-GRADE GOLD RESULTS CONFIRMED AT QUINN
    • ↘️ Momentum: PULLBACK · 5d +1.0% · 20d -6.7% · 52% off high · RSI 18
    • rule: cross-group flow: resource 1.04× ADV banks 0.43× ADV + price-sensitive announcement
    • 5d broker flow — inst $+172,023, retail $+47,895, mm $+1,168
    • price-sensitive announcement: HIGH-GRADE GOLD RESULTS CONFIRMED AT QUINN
  • WA1 · Luni Niobium Project - Assay Results
    • ↘️ Momentum: PULLBACK · 5d -1.0% · 20d -3.2% · 50% off high · RSI 39
    • rule: resource-specialist flow 0.15× ADV + price-sensitive announcement
    • 5d broker flow — inst $+466,820, retail $+868,303, mm $+269,384
    • net +$56,800, buy ratio 82% (2026-07-24)
    • price-sensitive announcement: Luni Niobium Project - Assay Results
  • WC8 · Quarterly Activities/Appendix 5B Cash Flow Report
    • 📉 Momentum: DOWNTREND · 5d -8.1% · 20d -34.6% · 48% off high · RSI 20
    • rule: cross-group flow: resource 0.37× ADV banks 0.91× ADV + price-sensitive announcement
    • 5d broker flow — inst $+1,872,368, retail $+351,562, mm $+300,200
    • net +$6,168, buy ratio 100% (2026-07-24)
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report

🏦 Institutional confluence (pre-positioning)

  • BRN 🔥 Flow spike (≥2.5× baseline) 4.9×
    • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -16.7% · 49% off high · RSI 27 · 1d up
    • rule: cross-group flow: resource 0.33× ADV banks 0.24× ADV
    • 5d broker flow — inst $+300,573, retail $+2,360,873, mm $+3,156
    • net +$85,101, buy ratio 95% (2026-07-24)
  • CXO 🔥 Flow spike (≥2.5× baseline) 3.7×
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.0% · 37% off high · RSI 42
    • rule: cross-group flow: resource 0.24× ADV banks 0.25× ADV
    • 5d broker flow — inst $+2,349,665, retail $+1,123,955, mm $+370,422
    • net +$503,500, buy ratio 98% (2026-07-24)
  • DEV 🔥 Flow spike (≥2.5× baseline) 3.3×
    • 🌱 Momentum: COILED · 5d -5.5% · 20d +4.0% · 19% off high · RSI 56
    • rule: cross-group flow: resource 0.52× ADV banks 1.86× ADV
    • 5d broker flow — inst $+1,405,964, retail $+352,445, mm $+62,725
    • net +$300,249, buy ratio 100% (2026-07-24)
  • +18 steady institutional name(s) (no flow spike): AON, BUS, CTO, DM1, DRE, DYM, FDR, GNM, LAC, LRV, MNE, NC6, OR3, PNN, RNU, SNX, TOR, VMM

🎯 Resource-specialist flow

  • +12 steady institutional name(s) (no flow spike): ACW, AR9, EXR, GDM, KLI, LIN, LKY, NVX, OM1, RAP, SER, TM1

🏦 Investment-bank flow

  • +38 steady institutional name(s) (no flow spike): ABX, AEE, AGY, AIS, ARR, ASN, BC8, BOA, CBA, CPN, CRR, CU6, CY5, DRO, DTR, EIQ, EMV, GCM, GL1, IVZ, KAR, LKE, LNQ, MQR, PDN, PNT, QXR, RCM, RDS, RML, SGA, SGQ, SLS, SYR, TLG, VPR, WC1, ZEU

🛒 Retail-only flow

  • AAJ · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: retail flow 1.01× ADV
    • 5d broker flow — inst $+0, retail $+34,249, mm $+3,052
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • ALM
    • rule: retail flow 2.05× ADV
    • 5d broker flow — inst $-39,744, retail $+40,322, mm $+6,835
  • AR3
    • rule: retail flow 4.01× ADV
    • 5d broker flow — inst $-12,143, retail $+187,064, mm $+6,169
    • net $2,583, buy ratio 0% (2026-07-24)
  • AVW
    • rule: retail flow 3.28× ADV
    • 5d broker flow — inst $+0, retail $+12,363, mm $+0
  • CNJ
    • rule: retail flow 2.04× ADV
    • 5d broker flow — inst $+0, retail $+6,574, mm $+1,128
  • CUV
    • 〰️ Momentum: NEUTRAL · 5d -2.4% · 20d -4.6% · 28% off high · RSI 39
    • rule: retail flow 0.52× ADV
    • 5d broker flow — inst $+0, retail $+642,137, mm $+1,225,398
  • EMT
    • rule: retail flow 3.77× ADV
    • 5d broker flow — inst $+0, retail $+20,073, mm $+0
  • EVR
    • rule: retail flow 1.25× ADV
    • 5d broker flow — inst $+0, retail $+32,120, mm $+0
  • GAL
    • rule: retail flow 0.39× ADV
    • 5d broker flow — inst $-994, retail $+7,808, mm $+900
  • GTI
    • rule: retail flow 0.27× ADV
    • 5d broker flow — inst $+0, retail $+3,204, mm $+0
  • HVY · Port Gregory PFS Delivers Maiden Ore Reserve - A$322.8M NPV
    • rule: retail flow 0.67× ADV
    • 5d broker flow — inst $+0, retail $+6,688, mm $+1,432
    • price-sensitive announcement: Port Gregory PFS Delivers Maiden Ore Reserve - A$322.8M NPV
  • ILA
    • ↘️ Momentum: PULLBACK · 5d -6.0% · 20d +2.6% · 32% off high · RSI 35
    • rule: retail flow 0.39× ADV
    • 5d broker flow — inst $+2,762, retail $+58,886, mm $+10,425
  • LYC
    • 📉 Momentum: DOWNTREND · 5d -8.0% · 20d -18.7% · 33% off high · RSI 18
    • rule: retail flow 0.27× ADV
    • 5d broker flow — inst $+1,765,815, retail $+15,175,593, mm $+19,421,352
  • MML
    • rule: retail flow 0.98× ADV
    • 5d broker flow — inst $+0, retail $+17,350, mm $+524
  • MRD
    • rule: retail flow 2.09× ADV
    • 5d broker flow — inst $-19,878, retail $+78,497, mm $+2,685
    • net $9,939, buy ratio 0% (2026-07-24)
  • ODE
    • rule: retail flow 2.45× ADV
    • 5d broker flow — inst $-85,418, retail $+128,843, mm $+4,143
  • OKJ
    • rule: retail flow 0.31× ADV
    • 5d broker flow — inst $-8,756, retail $+203, mm $+0
    • net $4,378, buy ratio 5% (2026-07-24)
  • PEN
    • 📉 Momentum: DOWNTREND · 5d -35.6% · 20d -41.2% · 77% off high · RSI 21
    • rule: retail flow 3.44× ADV
    • 5d broker flow — inst $-27,843, retail $+2,544,944, mm $+55,711
  • RCL
    • rule: retail flow 3.03× ADV
    • 5d broker flow — inst $+0, retail $+9,066, mm $+1,500
  • REE
    • rule: retail flow 1.18× ADV
    • 5d broker flow — inst $-5,254, retail $+41,963, mm $+17,266
  • RMX · SYSTEMATIC EXPLORATION UNDERWAY AT PIONEER TUNGSTEN PROJECT
    • rule: retail flow 0.76× ADV
    • 5d broker flow — inst $+0, retail $+12,000, mm $+20,330
    • price-sensitive announcement: SYSTEMATIC EXPLORATION UNDERWAY AT PIONEER TUNGSTEN PROJECT
  • SNM
    • rule: retail flow 0.84× ADV
    • 5d broker flow — inst $-5,086, retail $+52,196, mm $+17,260
  • SPD
    • ↗️ Momentum: UPTREND · 5d +16.0% · 20d +36.1% · 46% off high · RSI 66 · 2d up
    • rule: retail flow 0.84× ADV
    • 5d broker flow — inst $+7,284, retail $+120,369, mm $+946
    • net +$3,642, buy ratio 100% (2026-07-24)
  • WIN
    • rule: retail flow 0.43× ADV
    • 5d broker flow — inst $-4,966, retail $+6,691, mm $+1,241
  • XPN
    • rule: retail flow 0.32× ADV
    • 5d broker flow — inst $+0, retail $+5,241, mm $+2,600

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

  • APC
    • rule: market-maker flow 0.07× ADV
    • 5d broker flow — inst $-432, retail $-432, mm $+195
  • ATT
    • rule: market-maker flow 0.01× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+63
  • CDR · Trading Halt
    • rule: market-maker flow 0.06× ADV | halt-only
    • 5d broker flow — inst $-2,316, retail $+0, mm $+291
    • price-sensitive announcement: Trading Halt
  • EGR
    • rule: market-maker flow 0.26× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+4,788
  • GMN
    • rule: market-maker flow 0.36× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+1,519
  • KTA
    • ↗️ Momentum: UPTREND · 5d +16.7% · 20d +75.0% · 61% off high · RSI 67
    • rule: market-maker flow 0.17× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+4,080
    • yesterday vol 5.3× avg ($133,895 $-vol)
  • MAY
    • rule: market-maker flow 0.24× ADV
    • 5d broker flow — inst $-620, retail $+0, mm $+3,901
  • ONE · Quarterly Activities/Appendix 4C Cash Flow Report
    • rule: market-maker flow 0.09× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+1,551
    • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
  • RIE
    • rule: market-maker flow 0.21× ADV
    • 5d broker flow — inst $-17,642, retail $+0, mm $+859
    • net $8,821, buy ratio 0% (2026-07-24)
  • T3D
    • rule: market-maker flow 0.10× ADV
    • 5d broker flow — inst $+0, retail $+356, mm $+2,178

❓ Below thresholds

  • 14D
    • 📉 Momentum: DOWNTREND · 5d -4.8% · 20d -33.3% · 62% off high · RSI 36
    • rule: flow below classification thresholds
    • yesterday vol 1.8× avg ($2,974,066 $-vol)
  • 4DX
    • 📉 Momentum: DOWNTREND · 5d -5.0% · 20d -28.3% · 52% off high · RSI 25
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,535,648, retail $+5,986,637, mm $+4,893,204
  • 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 $+31,583, retail $+25,905, mm $+3,998
  • ALR
    • 🌱 Momentum: COILED · 5d +3.3% · 20d -3.1% · 44% off high · RSI 50
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,692, retail $+46,387, mm $+13,919
    • yesterday vol 2.6× avg ($390,866 $-vol)
  • AR1 · Austral Invests in Long-Term Processing Infrastructure
    • 📉 Momentum: DOWNTREND · 5d -6.1% · 20d -15.1% · 61% off high · RSI 51
    • rule: flow below classification thresholds
    • price-sensitive announcement: Austral Invests in Long-Term Processing Infrastructure
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -9.8% · 20d -24.5% · 61% off high · RSI 14
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+363,802, retail $+7,094,666, mm $+156,226
    • net +$90,651, buy ratio 98% (2026-07-24)
  • AT4
    • 🚀 Momentum: EXTENDED · 5d +32.3% · 20d +13.9% · 81% off high · RSI 62
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+97,623, retail $+50,653, mm $+18,225
    • yesterday vol 3.9× avg ($2,340,380 $-vol)
  • ATV
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-1,612, retail $+111,009, mm $+2,593
  • BM8 · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • BSR · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • BUX
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+8,731, retail $+143,055, mm $+0
    • net +$22,880, buy ratio 100% (2026-07-24)
  • CBE · Quarterly Activities/Appendix 5B Cash Flow Report
    • 📉 Momentum: DOWNTREND · 5d -7.7% · 20d -27.3% · 35% off high · RSI 28
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+177,795, retail $+504,103, mm $+66,125
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • CPO
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-34,564, retail $+227,535, mm $+0
    • net +$12,372, buy ratio 98% (2026-07-24)
  • CUF
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,320, retail $+396,238, mm $+5,853
  • 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 · Quarterly Activities/Appendix 4C Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,145, retail $+34,235, mm $+4,176
    • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
  • FMG
    • 🌱 Momentum: COILED · 5d +1.0% · 20d -2.4% · 19% off high · RSI 56
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,823,709, retail $+19,493,589, mm $+4,186,742
  • FNR · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • GA8
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+8,098, retail $+10,233, mm $+3,402
  • GRR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,943, retail $+47,710, mm $+52,711
  • GT1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+6,883, retail $+0, mm $+3,991
  • HLS
    • 📉 Momentum: DOWNTREND · 5d -2.8% · 20d -10.3% · 66% off high · RSI 35 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+69,878, retail $+1,829,275, mm $+0
    • net $7,438, buy ratio 0% (2026-07-24)
  • ILT · ILT June 2026 Quarterly Activities Report & Appendix 5B
    • rule: flow below classification thresholds
    • price-sensitive announcement: ILT June 2026 Quarterly Activities Report & Appendix 5B
  • IMU
    • 📉 Momentum: DOWNTREND · 5d -8.5% · 20d -25.2% · 81% off high · RSI 25
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+60,484, retail $+384,513, mm $+3,210
    • net $109, buy ratio 0% (2026-07-24)
  • IOV
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,309, retail $+226,497, mm $+6,624
  • ITM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $-107, mm $+0
  • KRR
    • 📈 Momentum: BREAKOUT · 5d +23.5% · 20d +16.7% · 0% off high · RSI 62 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+22,853, retail $+133,378, mm $+8,425
    • net $11,800, buy ratio 0% (2026-07-24)
  • LOT
    • 📉 Momentum: DOWNTREND · 5d -28.4% · 20d -52.3% · 90% off high · RSI 14 · 1d up
    • rule: flow below classification thresholds
    • yesterday vol 33.6× avg ($9,263,244 $-vol)
  • LPM
    • rule: no volume baseline available
    • 5d broker flow — inst $+0, retail $+0, mm $+3,644
  • LRD
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-34, retail $-17, mm $+0
    • net $17, buy ratio 0% (2026-07-24)
  • LSR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,418, retail $+0, mm $+5,312
  • LTR · June 2026 Quarterly Report - Clarification
    • 📉 Momentum: DOWNTREND · 5d -0.8% · 20d -28.8% · 55% off high · RSI 26
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,824,436, retail $+17,583,665, mm $+4,296,434
    • net +$82,351, buy ratio 100% (2026-07-24)
    • price-sensitive announcement: June 2026 Quarterly Report - Clarification
  • MEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-9,030, retail $+29,813, mm $+1,600
  • MSB
    • 🌱 Momentum: COILED · 5d -11.2% · 20d +5.4% · 33% off high · RSI 51
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+962,092, retail $+1,530,355, mm $+662,922
    • net +$27,586, buy ratio 100% (2026-07-24)
  • MTM
    • 📉 Momentum: DOWNTREND · 5d -18.4% · 20d -20.5% · 77% off high · RSI 27
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+201,903, retail $+529,054, mm $+730,829
    • yesterday vol 2.8× avg ($2,652,980 $-vol)
    • net +$35,533, buy ratio 100% (2026-07-24)
  • NEU
    • 🌱 Momentum: COILED · 5d +1.7% · 20d -3.9% · 22% off high · RSI 54 · 2d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,745,951, retail $+1,709,441, mm $+1,090,109
  • NPM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-7,061, retail $+0, mm $+0
    • net $6,406, buy ratio 0% (2026-07-24)
  • NVU
    • 🚀 Momentum: EXTENDED · 5d +50.0% · 20d +11.1% · 45% off high · RSI 66
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+15,669, retail $+39,530, mm $+3,597
    • yesterday vol 1.8× avg ($198,427 $-vol)
  • NXM · Wallbrook Project- Branches RC Results Extend Mineralisation
    • rule: flow below classification thresholds
    • price-sensitive announcement: Wallbrook Project- Branches RC Results Extend Mineralisation
  • NXT
    • ↘️ Momentum: PULLBACK · 5d -5.9% · 20d -9.3% · 26% off high · RSI 46
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+3,462,466, retail $+976,075, mm $+3,443
  • PLS
    • 📉 Momentum: DOWNTREND · 5d -1.9% · 20d -19.5% · 40% off high · RSI 27
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,168,850, retail $+12,633,252, mm $+2,546,043
    • net +$705,937, buy ratio 90% (2026-07-24)
  • PR1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,172, retail $+0, mm $+78
  • QEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-6,265, retail $+684, mm $+0
  • RNX
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $+667, mm $+0
  • SLM · Quarterly Activities/Appendix 5B Cash Flow Report
    • 📉 Momentum: DOWNTREND · 5d -9.4% · 20d -23.0% · 43% off high · RSI 35
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,414, retail $+274,127, mm $+123,100
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • SPL
    • 📈 Momentum: BREAKOUT · 5d +6.4% · 20d +6.4% · 1% off high · RSI 67 · 1d up
    • rule: flow below classification thresholds
    • yesterday vol 1.6× avg ($1,605,932 $-vol)
  • SRN · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • VFY · Q4 FY26 Quarterly Activities Report and Appendix 4C
    • rule: flow below classification thresholds
    • price-sensitive announcement: Q4 FY26 Quarterly Activities Report and Appendix 4C
  • VLS
    • 🌱 Momentum: COILED · 5d -0.8% · 20d +0.0% · 8% off high · RSI 58
    • rule: flow below classification thresholds
    • yesterday vol 5.5× avg ($136,092 $-vol)
  • WBT
    • 📉 Momentum: DOWNTREND · 5d -15.1% · 20d -44.0% · 46% off high · RSI 22
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,543,011, retail $+6,581,413, mm $+673,607
  • ZMI
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,392, retail $+0, mm $+100

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 25 session(s) running, +$13,512,521 cumulative
  • PLS — Resource specialists net buy 21 session(s) running, +$21,833,817 cumulative
  • LYC — Resource specialists net buy 19 session(s) running, +$15,600,554 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
  • VMM — Resource specialists net buy 5 session(s) running, +$1,026,638 cumulative
  • 4DX — Resource specialists net buy 4 session(s) running, +$691,484 cumulative
  • LRV — Resource specialists net buy 4 session(s) running, +$971,502 cumulative
  • PDN — Resource specialists net buy 4 session(s) running, +$2,642,285 cumulative
  • APX — Resource specialists net buy 3 session(s) running, +$582,636 cumulative

Scanned 184 tickers · 19 spike(s) · 102 filtered (low $-vol) · 4 yfinance error(s)