morning brief · 2026-07-30← 2026-07-29letter

📊 30 Jul 2026 (Thu) — Daily Brief

Generated 2026-07-30 19:28 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 71 watchlist match(es) · 56 price-sensitive

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

  • TLG — Quarterly Activities/Appendix 5B Cash Flow Report · TLG · link
    • 💰 Cash balance (30 Jun 2026): A$18.6m · EVA plant sales volume growth (Q4 vs Q3): Doubled · FEED study status: All technical work packages completed on time and on budget · Commercial milestones: First non-Asia natural graphite anode delivery (Nyobolt); LOIs signed with Mitsubishi Chemical, Dainen, Hanwa post-quarter (confidence: medium)
  • GA8 — Quarterly Activities and Cashflow Report · GA8 · link
    • 💰 Mt Stirling grade control: 19,000m completed, highest intercept 106 g/t Au (1m) · Sapphire bonanza intercept: 8m @ 66.76 g/t Au incl. 1m @ 363.70 g/t Au · Capital raise: $7.2m (before costs) · MMS JV funding: $20m committed for Orion & Sapphire development (confidence: high)
  • EMP — Quarterly Activities/Appendix 5B Cash Flow Report · EMP · link
    • 💰 Cash balance (end Q1): $15.6M · Judith-2 drilling window: March 2027 · Contingent resources (2C best estimate): 165.7 Bscf · Environmental approval timeline: mid-September 2026 (confidence: medium)
  • PLS — Becoming a substantial holder · PLS · link
    • 💰 Voting power acquired: 177,503,804 fully paid ordinary shares · Voting power %: 5.50% · Substantial holder: First Sentier Group Limited (via MUFG) · Date became substantial holder: 28 July 2026 (confidence: high)
  • LIN — Quarterly Activities/Appendix 5B Cash Flow Report · LIN · link
    • 💰 A$100m institutional placement: fully-funded pathway to first concentrate · Cash position (end-Q2 FY2026): A$108m · First production target: Q4 2026 · Stage 1 pit haul road: completed (confidence: high)
  • LOT — Change in substantial holding · LOT · link
    • 💰 State Street voting power: 16.55% · Total shares held: 41,627,588 · Previous voting power: 15.24% · Market cap: $105m (confidence: high)
  • CU6 — Becoming a substantial holder · CU6 · link
    • 💰 voting_power: 5.01% · total_securities_relevant_interest: 18,691,276 ordinary shares · substantial_holder: State Street Corporation and subsidiaries (confidence: high)
  • MRD — Quarterly Activities/Appendix 5B Cash Flow Report · MRD · link
    • 💰 Scandium re-assays completed: 3,271 historical samples · New scandium trends identified: 2 open trends, 13km southwest extension · Peak scandium grade (Sc₂O₃): 152.89 ppm (9m intersection) · Current Block 1 average grade: 91.8 ppm Sc₂O₃ (confidence: medium)
  • LKY — Quarterly Activities Report and Appendix 5B · LKY · link
    • 💰 DAM peak antimony grade: 33.51% Sb over 0.4m · DAM significant intercept: 4.0m @ 4.87% Sb · El Campo peak REE grade: 6.03% TREO over 0.7m · El Campo significant intercept: 7.20m @ 2.93% TREO (incl. 3.75m @ 4.45%) (confidence: medium)
  • LOT — Quarterly Activities and Cash Flow Reports - June 2026 · LOT · link
    • 💰 Q2 2026 U3O8 production: 155.9 klb · May 2026 peak production: 73.6 klb · Mined grade (Q2): 357 ppm U3O8 · Mill head grade (Q2): 939 ppm U3O8 (confidence: high)
  • GNM — Quarterly Activities/Appendix 5B Cash Flow Report · GNM · link
    • 💰 Maiden Inferred MRE: 37.85Mt @ 0.4 g/t Au & 6 g/t Ag (480koz Au, 6.7Moz Ag) · Additional silver resource: 19.25Mt @ 8 g/t Ag (4.8Moz Ag) · Project expansion: 46 new lode claims; total 1,446 acres · Cash on hand: $3.75M (confidence: high)
  • RML — Notice of ceasing to be a substantial holder · RML · link
    • 💰 shares_released_from_escrow: 111,203,221 ordinary shares · market_cap: $89m · free_float_pre_release: 44% · stock_performance_20d: -15% (confidence: high)
  • CDR — Quarterly Activities/Appendix 5B Cash Flow Report · CDR · link
    • 💰 Bull Run Mo assays: up to 4.2% Mo (Lady May Zone) · Karloning Ta-Nb program: desktop review ongoing, re-assay design phase · Jasper Wedge rock chips: 5.3 ppm U and 4.6 ppm U (JW6A, JW10) · Field exploration activity: none during June quarter (confidence: medium)
  • PNN — Quarterly Activities Report & Appendix 5B · PNN · link
    • 💰 TREO grades (best intercepts): 8.92%, 8.00%, 7.02% · MREO grades (best samples): 3.48%, 3.36%, 3.19% · Planned drilling: 4,800m total (4,000m NQ/HQ + 800m PQ) · Holes completed to date: 3 of campaign (confidence: medium)
  • ABX — Quarterly Activities/Appendix 5B Cash Flow Report · ABX · link
    • 💰 MREC samples distributed: 6 customers (Australia/North America) · Heavy RE enrichment: Higher Dy/Tb in second sample vs maiden · Radioactivity status: Both MREC samples exempt from radiological control · Exploration tenement portfolio: >800 km² in northern Tasmania (confidence: medium)
  • EGR — June 2026 Quarterly Activities Report and Appendix 5B · EGR · link
    • 💰 Cash on hand: $3.8m · EIB grant activated: €2.0m (A$3.2m) · Co-funding applications: €4.2m (A$6.8m) · HFfree purification cost: US$478/t (confidence: medium)
  • CRS — Quarterly Activities/Appendix 5B Cash Flow Report · CRS · link
    • 💰 Bonanza intercept (west of Vadrians): 19m at 124.7 g/t Au from 42m · Vadrians BIF best result: 9m at 2.8 g/t Au including 5m at 4.5 g/t Au · Gold recovery (metallurgical testwork): 94% overall, 33% gravity · Cash balance (post-divestment): A$13.51m (confidence: high)
  • QEM — Quarterly Activities/Appendix 5B Cash Flow Report · QEM · link
    • 💰 Placement raised: $2.62m · Cash on hand (30 Jun 2026): $4.2m · JCVEP JORC Resource: 2,870Mt @ 0.31% V2O5 · Idaho projects: Big It (W, Sb, Au) + Vaught-Peck Columbite (F, Nb, Ta, REE) (confidence: medium)
  • SPD — Quarterly Activities/Appendix 5B Cash Flow Report · SPD · link
    • 💰 Chrome recovery improvement: 30% → 85.6% · PGM recovery improvement: 85.3% → 87.6% · Chrome concentrate production: ~350k → ~1.05M tpa · PGM concentrate grade upside: >4x vs PFS (confidence: high)
  • SHE — Quarterly Activities and Cashflow Report · SHE · link
    • 💰 Q2 2026 Revenue (Canada+US): A$1.80m · Cash on hand (30 June 2026): A$3.43m · Canadian production: 439 BOED · US production: 123 BOED (confidence: medium)
  • DM1 — Quarterly Activities/Appendix 5B Cash Flow Report · DM1 · link
  • DEV — Quarterly Activities and Cashflow Report - June 2026 · DEV · link
  • LOT — Dispatch of Retail Entitlement Offer Letters and Offer Opens · LOT · link
  • AAU — Quarterly Activities/Appendix 5B Cash Flow Report · AAU · link
  • KTA — Quarterly Activities/Appendix 5B Cash Flow Report · KTA · link
  • ACW — June 2026 Quarterly activity report & Appendix 4C · ACW · link
  • MSB — Quarterly Activities/Appendix 4C Cash Flow Report · MSB · link
  • SHN — Appendix 5B Cash Flow Report · SHN · link
  • SHN — Quarterly Activities Report · SHN · link
  • LAC — Quarterly Activities/Appendix 5B Cash Flow Report · LAC · link
  • ILA — Quarterly Appendix 4C and Activities Report · ILA · link
  • MML — Drilling Confirms Broad Consistent Mineralisation at McLaren · MML · link
  • ASN — Quarterly Activities and Cashflow Report · ASN · link
  • SNM — Quarterly Activities/Appendix 5B Cash Flow Report · SNM · link
  • ALR — ALR June 2026 Quarterly Activities Report & Appendix 5B · ALR · link
  • AR1 — Second Copper-gold Lode Identified at Snow Queen · AR1 · link
  • ODE — Quarterly Activities/Appendix 5B Cash Flow Report · ODE · link
  • AIS — GROUP MINERAL RESOURCE AND ORE RESERVE STATEMENT · AIS · link
  • NVX — Quarterly Activities/Appendix 4C Cash Flow Report · NVX · link
  • GRR — Potential Non-Cash Impairment of Carrying Value of Assets · GRR · link
  • BC8 — Quarterly Activities Report · BC8 · link
  • CUV — Commercial update on vitiligo · CUV · link
  • CPO — Quarterly Cashflow Report · CPO · link
  • CPO — Quarterly Activities Report · CPO · link
  • BUX — Quarterly Activities Report & Appendix 5B · BUX · link
  • MTM — Quarterly Activities/Appendix 5B Cash Flow Report · MTM · link
  • VPR — Q2 FY26 Quarterly Activities Report · VPR · link
  • IMI — Appendix 5B Quarter Ended 30 June 2026 · IMI · link
  • IMI — Quarterly Activities Report period ended 30 June 2026 · IMI · link
  • TM1 — June 2026 Quarterly Report · TM1 · link
  • WA1 — June 2026 Quarterly Activities and Cash Flow Report · WA1 · link
  • LSR — High Grade Results at Central Park Advance Ned's Creek Gold · LSR · link
  • LRD — Quarterly Activities/Appendix 5B Cash Flow Report · LRD · link
  • ATV — ATV Quarterly Activities Report and Appendix 4C Jun-26 · ATV · link
  • PLS — June Quarter FY26 Activities Presentation · PLS · link
  • PLS — June 2026 Quarterly Activities Report · PLS · link

⏭️ Non-sensitive announcements (watchlist)

15 announcement(s) across 13 ticker(s): AR1, AR3, ARR, ASN, BC8, BUS, HLS, HVY, LML, OD6, SHN, TLG, TM1

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

Volume: yfinance (2026-07-29) · Flow: Market Lens (live, 2026-07-27)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-27 (T-3) vs each name's own trailing baseline · 8 spike(s) out of 80 institutional name(s).

  • CXO 🔥 Flow spike (≥2.5× baseline) 3.0× · today $1.4M vs base $470k (5 sess)
    • 🔐 Free-float: net-bought 1603.43% of tradeable register today · Top-20 24% (conf: high)
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -5.9% · 37% off high · RSI 42
    • 🧠 Why: Institutions are likely accumulating CXO ahead of a pending catalyst or earnings event, capitalising on depressed momentum (down 5.8% over 20 days, RSI 42 signals oversold) and a tight free float (76% locked, top 20 holders own 24%). The 3x spike in institutional buying (1.4M shares vs. 470k baseline) following the July 15 quarterly report suggests they are either positioning for improved operational results to re-rate the stock, or accumulating into weakness ahead of an undisclosed announcement.

Biggest risk: The catalyst appears weak or backward-looking—a routine cashflow report filed 15 days before the spike offers limited justification for a 3x buying surge. If the spike reflects positioning for a near-term event not yet disclosed, sentiment reversal or disappointing guidance could trigger rapid institutional exit given the tight free float would amplify sell pressure.

  • ALR 🔥🔥 Flow surge (≥5× baseline) 21.1× · today $122k vs base $6k (5 sess)
    • 🔐 Free-float: net-bought 45.48% of tradeable register today · Top-20 70% (conf: medium)
    • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +6.5% · 40% off high · RSI 53 · 1d up
    • 🧠 Why: Institutions are likely accumulating ALR ahead of or in response to the Greater Oko exploration upscaling (announced 16 July) now being formally quantified in today's quarterly report, signalling a material step-change in project scope or resource confidence that wasn't reflected in the prior register position. The 21x spike in institutional net buying on the heels of the quarterly activities release—combined with tight free-float (30%) and already 45% institutional ownership—suggests conviction that near-term newsflow (assays, resource updates, or partnership announcements tied to Oko) will sustain the uptrend.

Biggest risk: The quarterly report contains no material update to Oko—i.e. the upscaled exploration plans announced 16 July were just guidance with no new drilling results or resource extension data—leaving the recent spike vulnerable to a sharp unwind if institutions are front-running a catalyst that doesn't materialise or is already priced in. RSI at 53 (neutral) also suggests the 6.5% 5/20-day gains are still shallow enough to reverse quickly.

  • AON 🔥 Flow spike (≥2.5× baseline) 2.9× · today $125k vs base $43k (5 sess)
    • 🔐 Free-float: net-bought 28.41% of tradeable register today · Top-20 54% (conf: high)
    • 📉 Momentum: DOWNTREND · 5d -25.9% · 20d -25.9% · 54% off high · RSI 32
    • 🧠 Why: # AON Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into a depressed price following a price-sensitive announcement (23 July) and trading halt, likely betting that the recent Couflens Update (27 July) signals resolution or progress on a material development. With the stock down 54% from its 252-day high and RSI at 32.4 (oversold), institutions appear to be scaling in on capitulation selling, particularly given the relatively tight free float (46%) constrains available supply at lower prices.

Biggest Risk: The catalyst remains opaque—the "PRICE SENSITIVE" announcement headline is redacted, and we don't have the substance of the Couflens Update. If the 27 July disclosure was a downgrade, delay, or disappointing clarification rather than a positive development, the institutional bid could evaporate quickly, and the 2.9x buying spike may represent front-running of forced distribution rather than conviction accumulation.

  • SNX 🔥🔥 Flow surge (≥5× baseline) 7.2× · today $109k vs base $15k (5 sess)
    • 🔐 Free-float: net-bought 6.31% of tradeable register today · Top-20 28% (conf: medium)
    • 🧠 Why: # SNX: Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating SNX on the back of positive first drill results from the As Safra project in Saudi Arabia (announced 2026-07-06), which has triggered a breakout rally (+18% in 5 days, RSI 67.9) and appears to have cleared a near-term technical resistance (only 2.5% below 252-day high). The 7.2x spike in institutional buying—net +109k shares today vs. baseline 15k—suggests real money is confident enough in the exploration upside to build positions into what may be early-stage momentum.

Single Biggest Risk: The catalyst credibility and follow-through: early-stage drill results from a single location are inherently binary and binary stories attract retail FOMO as much as institutional conviction; if the next update (assay results, expansion drilling, or resource estimation) disappoints, the thin free float (71.5%) and concentrated top-20 (28.5%) could amplify a sharp reversal, trapping late momentum buyers. Institutions may also be front-running a capital raise or dilutive event that hasn't yet been announced.

  • TM1 🔥 Flow spike (≥2.5× baseline) 4.1× · today $105k vs base $26k (5 sess)
    • 🔐 Free-float: net-bought 0.30% of tradeable register today · Top-20 63% (conf: high)
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -24.5% · 55% off high · RSI 28
    • 🧠 Why: # TM1 Institutional Accumulation Analysis

Most Likely Reason for Accumulation: Institutions are accumulating into oversold weakness following a major exploration success (448M thick diamond interval on 21 July) that remains under-rewarded by the market—the stock has fallen 55% from its 252-day high and sits at RSI 27.8 despite outstanding results, suggesting a classic "buy the dip on good news" setup where informed players are building positions ahead of broader market recognition. The June quarterly report (released today) likely provides operational context that reinforces the near-term story, creating a window for concentrated buying before sentiment rotates.

Biggest Single Risk: The free float is extremely tight (37.2%) with top-20 holders controlling 62.8%, meaning the 4x institutional spike (105k shares net) is material relative to available stock—if these same institutions subsequently exit or if broader market conditions deteriorate before retail/offshore capital rotates in to absorb the supply, the stock could re-test lows rather than reverse, leaving early accumulators underwater.

  • MTM 🔥🔥 Flow surge (≥5× baseline) 7.5× · today $336k vs base $45k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -17.6% · 20d -30.7% · 77% off high · RSI 28
  • WA1 🔥 Flow spike (≥2.5× baseline) 4.1× · today $521k vs base $126k (5 sess)
    • ↘️ Momentum: PULLBACK · 5d -5.1% · 20d -7.4% · 50% off high · RSI 33
  • SGQ 🔥 Flow spike (≥2.5× baseline) 3.8× · today $411k vs base $107k (5 sess)
    • 📉 Momentum: DOWNTREND · 5d -5.0% · 20d -22.4% · 54% off high · RSI 32

⭐ Tier 1 — confluence + catalyst

  • ABX · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: resource-specialist flow 0.29× ADV + price-sensitive announcement
    • 5d broker flow — inst $+6,750, retail $+7,222, mm $+0
    • net +$6,750, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • ACW · June 2026 Quarterly activity report & Appendix 4C
    • 〰️ Momentum: NEUTRAL · 5d -4.9% · 20d +21.9% · 44% off high · RSI 50
    • rule: resource-specialist flow 0.15× ADV + price-sensitive announcement
    • 5d broker flow — inst $+27,819, retail $+110,148, mm $+363
    • price-sensitive announcement: June 2026 Quarterly activity report & Appendix 4C
  • BUX · Quarterly Activities Report & Appendix 5B
    • rule: cross-group flow: resource 0.94× ADV banks 0.53× ADV + price-sensitive announcement
    • 5d broker flow — inst $+63,728, retail $+87,944, mm $+0
    • net +$18,893, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities Report & Appendix 5B
  • DEV · Quarterly Activities and Cashflow Report - June 2026
    • 🌱 Momentum: COILED · 5d -12.3% · 20d -3.9% · 22% off high · RSI 50
    • rule: cross-group flow: resource 0.43× ADV banks 1.66× ADV + price-sensitive announcement
    • 5d broker flow — inst $+1,301,071, retail $+377,684, mm $+13,834
    • price-sensitive announcement: Quarterly Activities and Cashflow Report - June 2026
  • DM1 · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: cross-group flow: resource 4.63× ADV banks 4.96× ADV + price-sensitive announcement
    • 5d broker flow — inst $+71,210, retail $+41,580, mm $+508
    • net $3,200, buy ratio 47% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • GNM · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: cross-group flow: resource 0.76× ADV banks 0.99× ADV + price-sensitive announcement
    • 5d broker flow — inst $+39,037, retail $+0, mm $+119
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • LAC · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: cross-group flow: resource 2.37× ADV banks 0.61× ADV + price-sensitive announcement
    • 5d broker flow — inst $+119,116, retail $+0, mm $+0
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • LIN · Quarterly Activities/Appendix 5B Cash Flow Report
    • 📉 Momentum: DOWNTREND · 5d +3.5% · 20d -19.7% · 27% off high · RSI 39
    • rule: volume spike 2.2x + price-sensitive announcement
    • 5d broker flow — inst $+523,966, retail $+2,898,151, mm $+669,019
    • yesterday vol 2.2× avg ($12,666,295 $-vol)
    • net +$227,375, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • LKY · Quarterly Activities Report and Appendix 5B
    • ↘️ Momentum: PULLBACK · 5d +3.7% · 20d -6.7% · 91% off high · RSI 53 · 1d up
    • rule: resource-specialist flow 0.23× ADV + price-sensitive announcement
    • 5d broker flow — inst $+82,761, retail $+103,036, mm $+3,713
    • net +$14,250, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities Report and Appendix 5B
  • LOT · Change in substantial holding
    • 📉 Momentum: DOWNTREND · 5d -21.6% · 20d -47.7% · 89% off high · RSI 19 · 2d up
    • rule: volume spike 15.7x + price-sensitive announcement
    • 5d broker flow — inst $+0, retail $+1,922,648, mm $+433,552
    • yesterday vol 15.7× avg ($9,536,773 $-vol)
    • price-sensitive announcement: Change in substantial holding
  • PNN · Quarterly Activities Report & Appendix 5B
    • rule: cross-group flow: resource 0.46× ADV banks 0.29× ADV + price-sensitive announcement
    • 5d broker flow — inst $+156,097, retail $+52,830, mm $+11,885
    • price-sensitive announcement: Quarterly Activities Report & Appendix 5B
  • TM1 · June 2026 Quarterly Report 🔥 Flow spike (≥2.5× baseline) 4.1×
    • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -24.5% · 55% off high · RSI 28
    • rule: cross-group flow: resource 0.13× ADV banks 0.32× ADV + price-sensitive announcement
    • 5d broker flow — inst $+147,210, retail $+380,282, mm $+3,668
    • price-sensitive announcement: June 2026 Quarterly Report

🏦 Institutional confluence (pre-positioning)

  • SNX 🔥🔥 Flow surge (≥5× baseline) 7.2×
    • rule: cross-group flow: resource 1.27× ADV banks 1.14× ADV
    • 5d broker flow — inst $+173,659, retail $+93,431, mm $+642
    • net +$59,749, buy ratio 86% (2026-07-27)
  • CXO 🔥 Flow spike (≥2.5× baseline) 3.0×
    • 🌱 Momentum: COILED · 5d +0.0% · 20d -5.9% · 37% off high · RSI 42
    • rule: cross-group flow: resource 0.23× ADV banks 0.48× ADV
    • 5d broker flow — inst $+3,562,115, retail $+1,112,097, mm $+41,136
    • net $12,500, buy ratio 0% (2026-07-27)
  • AON 🔥 Flow spike (≥2.5× baseline) 2.9×
    • 📉 Momentum: DOWNTREND · 5d -25.9% · 20d -25.9% · 54% off high · RSI 32
    • rule: cross-group flow: resource 4.03× ADV banks 0.96× ADV
    • 5d broker flow — inst $+296,078, retail $+245,801, mm $+0
    • net +$125,314, buy ratio 70% (2026-07-27)
  • +12 steady institutional name(s) (no flow spike): APX, AW1, DYM, KLI, MGU, NC6, OD6, OR3, RAP, RNU, WC8, WIN

🎯 Resource-specialist flow

  • SGQ 🔥 Flow spike (≥2.5× baseline) 3.8×
    • 📉 Momentum: DOWNTREND · 5d -5.0% · 20d -22.4% · 54% off high · RSI 32
    • rule: resource-specialist flow 0.39× ADV
    • 5d broker flow — inst $+607,995, retail $+1,467,109, mm $+37,059
    • net +$411,274, buy ratio 90% (2026-07-27)
  • +8 steady institutional name(s) (no flow spike): APC, AR9, AYA, BRN, EXR, G50, GDM, SER

🏦 Investment-bank flow

  • ALR · ALR June 2026 Quarterly Activities Report & Appendix 5B 🔥🔥 Flow surge (≥5× baseline) 21.1×
    • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +6.5% · 40% off high · RSI 53 · 1d up
    • rule: investment-bank flow 0.86× ADV + price-sensitive announcement
    • 5d broker flow — inst $+132,375, retail $+14,300, mm $+29,419
    • price-sensitive announcement: ALR June 2026 Quarterly Activities Report & Appendix 5B
  • MTM · Quarterly Activities/Appendix 5B Cash Flow Report 🔥🔥 Flow surge (≥5× baseline) 7.5×
    • 📉 Momentum: DOWNTREND · 5d -17.6% · 20d -30.7% · 77% off high · RSI 28
    • rule: investment-bank flow 0.49× ADV + price-sensitive announcement
    • 5d broker flow — inst $+556,540, retail $+67,684, mm $+738,127
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • WA1 · June 2026 Quarterly Activities and Cash Flow Report 🔥 Flow spike (≥2.5× baseline) 4.1×
    • ↘️ Momentum: PULLBACK · 5d -5.1% · 20d -7.4% · 50% off high · RSI 33
    • rule: investment-bank flow 0.34× ADV + price-sensitive announcement
    • 5d broker flow — inst $+745,571, retail $+468,315, mm $+172,741
    • yesterday vol 1.5× avg ($3,019,795 $-vol)
    • net +$10,713, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: June 2026 Quarterly Activities and Cash Flow Report
  • +40 steady institutional name(s) (no flow spike): AEE, AGY, AIS, ARR, ASN, BOA, CBA, CPN, CPO, CRR, CU6, CY5, DRE, DRO, DTR, EMV, GL1, ILA, IMU, IVZ, KAR, LKE, MNE, MQR, ONE, PDN, PNT, QXR, RCM, RDS, RML, SGA, SLS, SPD, SYR, TLG, TOR, VPR, WC1, ZEU

🛒 Retail-only flow

  • AAJ
    • rule: retail flow 0.72× ADV
    • 5d broker flow — inst $+0, retail $+25,988, mm $+0
  • ALM
    • rule: retail flow 1.46× ADV
    • 5d broker flow — inst $+0, retail $+34,573, mm $+1,121
  • AR3
    • rule: retail flow 4.02× ADV
    • 5d broker flow — inst $-5,166, retail $+191,862, mm $+6,169
  • CNJ
    • rule: retail flow 2.58× ADV
    • 5d broker flow — inst $+0, retail $+8,022, mm $+1,128
  • CTO
    • rule: retail flow 0.21× ADV
    • 5d broker flow — inst $-28,251, retail $+3,899, mm $+1,226
    • net $10,437, buy ratio 0% (2026-07-27)
  • EGR · June 2026 Quarterly Activities Report and Appendix 5B
    • rule: retail flow 0.57× ADV
    • 5d broker flow — inst $+0, retail $+10,743, mm $+3,288
    • price-sensitive announcement: June 2026 Quarterly Activities Report and Appendix 5B
  • EMT
    • rule: retail flow 3.39× ADV
    • 5d broker flow — inst $-6,128, retail $+15,015, mm $+0
    • net $6,128, buy ratio 0% (2026-07-27)
  • EVR
    • rule: retail flow 1.12× ADV
    • 5d broker flow — inst $+0, retail $+27,487, mm $+0
  • GT1
    • rule: retail flow 0.18× ADV
    • 5d broker flow — inst $-3,100, retail $+6,723, mm $+741
    • net $3,100, buy ratio 0% (2026-07-27)
  • HLS
    • 🌱 Momentum: COILED · 5d +5.6% · 20d +1.4% · 64% off high · RSI 44 · 2d up
    • rule: retail flow 0.58× ADV
    • 5d broker flow — inst $-17,763, retail $+765,730, mm $+0
  • IMI · Appendix 5B Quarter Ended 30 June 2026
    • rule: retail flow 0.46× ADV
    • 5d broker flow — inst $+0, retail $+3,583, mm $+0
    • price-sensitive announcement: Appendix 5B Quarter Ended 30 June 2026
  • IOV
    • rule: retail flow 4.05× ADV
    • 5d broker flow — inst $+0, retail $+291,624, mm $+0
  • KTA · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: retail flow 1.34× ADV
    • 5d broker flow — inst $+0, retail $+34,658, mm $+4,080
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • LYC
    • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -22.1% · 36% off high · RSI 16
    • rule: retail flow 0.29× ADV
    • 5d broker flow — inst $+700,212, retail $+16,704,318, mm $+18,733,817
    • yesterday vol 2.2× avg ($117,315,035 $-vol)
    • net +$230,723, buy ratio 94% (2026-07-27)
  • MML · Drilling Confirms Broad Consistent Mineralisation at McLaren
    • rule: retail flow 0.86× ADV
    • 5d broker flow — inst $+0, retail $+14,891, mm $+524
    • price-sensitive announcement: Drilling Confirms Broad Consistent Mineralisation at McLaren
  • MRD · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: retail flow 2.03× ADV
    • 5d broker flow — inst $-19,878, retail $+74,628, mm $+0
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • NVU
    • 🚀 Momentum: EXTENDED · 5d +48.9% · 20d +26.4% · 39% off high · RSI 70 · 1d up
    • rule: retail flow 0.34× ADV
    • 5d broker flow — inst $+0, retail $+43,216, mm $+0
  • OKJ
    • rule: retail flow 0.26× ADV
    • 5d broker flow — inst $-8,756, retail $+203, mm $+0
  • OM1
    • rule: retail flow 0.71× ADV
    • 5d broker flow — inst $+0, retail $+3,356, mm $+0
  • PEN
    • 📉 Momentum: DOWNTREND · 5d -13.0% · 20d -39.7% · 77% off high · RSI 14
    • rule: retail flow 3.73× ADV
    • 5d broker flow — inst $-28,416, retail $+2,779,768, mm $+55,711
    • yesterday vol 2.0× avg ($1,389,386 $-vol)
    • net $573, buy ratio 50% (2026-07-27)
  • REE
    • rule: retail flow 0.97× ADV
    • 5d broker flow — inst $-330, retail $+31,969, mm $+0
    • net $330, buy ratio 0% (2026-07-27)
  • RMX
    • rule: retail flow 0.93× ADV
    • 5d broker flow — inst $+0, retail $+15,627, mm $+3,540
  • SLM
    • 📉 Momentum: DOWNTREND · 5d -10.7% · 20d -22.7% · 44% off high · RSI 31
    • rule: retail flow 0.86× ADV
    • 5d broker flow — inst $-21,974, retail $+277,779, mm $+570
    • net +$5,918, buy ratio 55% (2026-07-27)

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

  • ATT
    • rule: market-maker flow 0.01× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+63
  • BUS
    • rule: market-maker flow 0.08× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+445
  • CDR · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: market-maker flow 0.06× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+291
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • GAL
    • rule: market-maker flow 0.06× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+1,140
  • GTI
    • rule: market-maker flow 0.01× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+85
  • HVY
    • rule: market-maker flow 0.00× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+10
  • RIE
    • rule: market-maker flow 0.19× ADV
    • 5d broker flow — inst $-17,642, retail $+0, mm $+859
  • T3D
    • rule: market-maker flow 0.01× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+151
  • XPN
    • rule: market-maker flow 0.02× ADV
    • 5d broker flow — inst $+0, retail $+0, mm $+400

❓ Below thresholds

  • 4DX
    • 📉 Momentum: DOWNTREND · 5d -3.8% · 20d -19.3% · 52% off high · RSI 26 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+890,294, retail $+6,493,269, mm $+0
    • net +$743,143, buy ratio 100% (2026-07-27)
  • AAU · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,257, retail $+7,579, mm $+0
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • AGC
    • rule: no volume baseline available
    • 5d broker flow — inst $+31,583, retail $+21,619, mm $+0
  • AR1 · Second Copper-gold Lode Identified at Snow Queen
    • 📉 Momentum: DOWNTREND · 5d -6.1% · 20d -13.9% · 61% off high · RSI 45
    • rule: flow below classification thresholds
    • price-sensitive announcement: Second Copper-gold Lode Identified at Snow Queen
  • ARU
    • 📉 Momentum: DOWNTREND · 5d -5.0% · 20d -24.0% · 60% off high · RSI 20 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+368,467, retail $+6,122,194, mm $+14,618
  • AT4
    • 🚀 Momentum: EXTENDED · 5d +40.0% · 20d +48.5% · 78% off high · RSI 75 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+92,109, retail $+35,222, mm $+18,225
    • yesterday vol 4.6× avg ($3,563,874 $-vol)
  • ATV · ATV Quarterly Activities Report and Appendix 4C Jun-26
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+20,093, retail $+21,771, mm $+2,649
    • price-sensitive announcement: ATV Quarterly Activities Report and Appendix 4C Jun-26
  • BC8 · Quarterly Activities Report
    • 🌱 Momentum: COILED · 5d -5.9% · 20d +1.2% · 45% off high · RSI 46
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+451,326, retail $+534,015, mm $+120,071
    • net +$36,000, buy ratio 100% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities Report
  • CBE
    • 📉 Momentum: DOWNTREND · 5d -9.3% · 20d -25.8% · 34% off high · RSI 36 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+283,922, retail $+411,699, mm $+6,003
  • CRS · Quarterly Activities/Appendix 5B Cash Flow Report
    • ↗️ Momentum: UPTREND · 5d +5.9% · 20d +8.5% · 43% off high · RSI 67 · 1d up
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • CUF
    • 📉 Momentum: DOWNTREND · 5d -8.9% · 20d -15.0% · 30% off high · RSI 34
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+13,320, retail $-151, mm $+5,853
    • yesterday vol 3.4× avg ($234,163 $-vol)
  • CUV · Commercial update on vitiligo
    • ↘️ Momentum: PULLBACK · 5d -2.9% · 20d -8.0% · 30% off high · RSI 30
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+160,290, retail $+152,062, mm $+88,657
    • price-sensitive announcement: Commercial update on vitiligo
  • EIQ
    • 📉 Momentum: DOWNTREND · 5d -8.0% · 20d -22.2% · 28% off high · RSI 25
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+361,830, retail $+2,153,544, mm $+0
    • net +$57,549, buy ratio 100% (2026-07-27)
  • EMP · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • EYE
    • ↗️ Momentum: UPTREND · 5d -3.7% · 20d +18.2% · 33% off high · RSI 62 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+5,145, retail $+4,888, mm $+4,176
    • yesterday vol 4.9× avg ($160,067 $-vol)
  • FDR
    • ↘️ Momentum: PULLBACK · 5d -14.7% · 20d +3.2% · 52% off high · RSI 39
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+38,628, retail $+322,881, mm $+2,322
  • FMG
    • 〰️ Momentum: NEUTRAL · 5d +2.8% · 20d -0.8% · 17% off high · RSI 68 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+14,552,852, retail $+9,586,763, mm $+5,711,416
    • net +$93,660, buy ratio 57% (2026-07-27)
  • GA8 · Quarterly Activities and Cashflow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+8,098, retail $+0, mm $+98
    • price-sensitive announcement: Quarterly Activities and Cashflow Report
  • GBR
    • 📉 Momentum: DOWNTREND · 5d -10.0% · 20d -14.9% · 59% off high · RSI 34
    • rule: flow below classification thresholds
    • yesterday vol 2.3× avg ($519,992 $-vol)
  • GCM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $-1,704, mm $+0
  • GRR · Potential Non-Cash Impairment of Carrying Value of Assets
    • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d +0.0% · 53% off high · RSI 33
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+25,629, retail $+25,909, mm $+9,126
    • price-sensitive announcement: Potential Non-Cash Impairment of Carrying Value of Assets
  • HTG
    • 📉 Momentum: DOWNTREND · 5d -10.0% · 20d -18.2% · 67% off high · RSI 42
    • rule: flow below classification thresholds
    • yesterday vol 5.4× avg ($408,985 $-vol)
  • ITM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $-107, mm $+0
  • KRR
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+15,276, retail $+109,095, mm $+369
  • LML
    • 〰️ Momentum: NEUTRAL · 5d -7.7% · 20d +20.0% · 43% off high · RSI 62
    • rule: flow below classification thresholds
    • yesterday vol 6.0× avg ($80,645 $-vol)
  • LNQ
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,115, retail $+26,697, mm $+0
  • LRD · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-34, retail $-17, mm $+0
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • LRV
    • 🌱 Momentum: COILED · 5d -3.5% · 20d -5.5% · 30% off high · RSI 42
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+289,390, retail $+818,964, mm $+1,094
  • LSR · High Grade Results at Central Park Advance Ned's Creek Gold
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+9,418, retail $+0, mm $+3,799
    • price-sensitive announcement: High Grade Results at Central Park Advance Ned's Creek Gold
  • LTR
    • 📉 Momentum: DOWNTREND · 5d -10.5% · 20d -35.9% · 58% off high · RSI 22
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+4,817,160, retail $+14,022,223, mm $+4,561,819
    • yesterday vol 1.8× avg ($64,573,534 $-vol)
  • MAY
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-1,370, retail $+0, mm $+0
    • net $750, buy ratio 0% (2026-07-27)
  • MEM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-9,030, retail $+4,565, mm $+1,600
  • MSB · Quarterly Activities/Appendix 4C Cash Flow Report
    • 🌱 Momentum: COILED · 5d -12.8% · 20d +0.0% · 34% off high · RSI 48
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+911,679, retail $+2,165,316, mm $+331,171
    • net $12,849, buy ratio 46% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
  • NEU
    • 🌱 Momentum: COILED · 5d -0.9% · 20d -2.9% · 22% off high · RSI 54 · 3d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+573,002, retail $+1,718,746, mm $+759,189
  • NPM
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-7,061, retail $+0, mm $+0
  • NVX · Quarterly Activities/Appendix 4C Cash Flow Report
    • ↘️ Momentum: PULLBACK · 5d -6.9% · 20d -10.0% · 87% off high · RSI 17
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+25,791, retail $+547,143, mm $+4,372
    • net $14,276, buy ratio 0% (2026-07-27)
    • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
  • NXT
    • 📉 Momentum: DOWNTREND · 5d -6.6% · 20d -10.8% · 27% off high · RSI 42
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,261,959, retail $+3,493,514, mm $+3,443
  • ODE · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-47,612, retail $+120,638, mm $+4,143
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • PLS · Becoming a substantial holder
    • 📉 Momentum: DOWNTREND · 5d -1.2% · 20d -19.8% · 39% off high · RSI 32 · 1d up
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+10,426,011, retail $+9,284,913, mm $+0
    • net +$876,015, buy ratio 97% (2026-07-27)
    • price-sensitive announcement: Becoming a substantial holder
  • PR1
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,172, retail $+0, mm $+78
  • QEM · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $-6,265, retail $-1,206, mm $+0
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • RNX
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+0, retail $+667, mm $+0
  • SHE · Quarterly Activities and Cashflow Report
    • rule: flow below classification thresholds
    • price-sensitive announcement: Quarterly Activities and Cashflow Report
  • SHN · Appendix 5B Cash Flow Report
    • 🌱 Momentum: COILED · 5d -3.5% · 20d +0.0% · 40% off high · RSI 54
    • rule: flow below classification thresholds
    • yesterday vol 1.5× avg ($124,936 $-vol)
    • price-sensitive announcement: Appendix 5B Cash Flow Report
  • SNM · Quarterly Activities/Appendix 5B Cash Flow Report
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+6,491, retail $+40,537, mm $+486
    • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
  • VMM
    • 📉 Momentum: DOWNTREND · 5d -0.7% · 20d -12.8% · 23% off high · RSI 38
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+662,015, retail $+155,151, mm $+0
    • net +$16,524, buy ratio 53% (2026-07-27)
  • WBT
    • 📉 Momentum: DOWNTREND · 5d -16.1% · 20d -46.6% · 50% off high · RSI 18
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,247,838, retail $+3,932,973, mm $+195,070
  • ZMI
    • ↗️ Momentum: UPTREND · 5d +6.7% · 20d +6.7% · 20% off high · RSI 57
    • rule: flow below classification thresholds
    • 5d broker flow — inst $+1,392, retail $+159,375, mm $+100
    • yesterday vol 2.0× avg ($75,825 $-vol)

🎯 Specific-broker streaks (history-backed)

  • LTR — Resource specialists net buy 25 session(s) running, +$13,512,521 cumulative
  • PLS — Resource specialists net buy 22 session(s) running, +$22,709,832 cumulative
  • LYC — Resource specialists net buy 20 session(s) running, +$15,831,277 cumulative
  • FMG — Resource specialists net buy 15 session(s) running, +$15,709,338 cumulative
  • 4DX — Resource specialists net buy 5 session(s) running, +$1,434,627 cumulative
  • CBA — Resource specialists net buy 5 session(s) running, +$66,049,039 cumulative
  • PDN — Resource specialists net buy 5 session(s) running, +$4,230,391 cumulative
  • LRV — Resource specialists net buy 4 session(s) running, +$971,502 cumulative
  • APX — Resource specialists net buy 3 session(s) running, +$582,636 cumulative

Scanned 184 tickers · 21 spike(s) · 103 filtered (low $-vol) · 4 yfinance error(s)