📊 31 Jul 2026 (Fri) — Daily Brief

Generated 2026-07-31 11:45 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 45 watchlist match(es) · 39 price-sensitive

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

• RAP — Quarterly Activities/Appendix 5B Cash Flow Report · RAP · link
  • 💰 Chester maiden drilling: 19 holes, 2,126m completed · Copper intercepts (best): 25.05m @ 2.06% CuEq, 11.75m @ 1.71% Cu · Mineralized strike length: >2.5 km (Central + East Zones) · Cash position (30 Jun 2026): $1.425M (confidence: high)
• DTR — Continuation of Suspension from Quotation · DTR · link
  • 💰 suspension_status: Continued under Listing Rule 17.3.1 · suspension_date: 29 July 2026 · market_cap: $504m (confidence: medium)
• MML — Quarterly Activities/Appendix 5B Cash Flow Report · MML · link
  • 💰 Drilling completed: 663 holes, 11,568m (100% of planned collars) · Heavy mineral grades: 55% of intersections >4% HM; bonanza up to 34.6% HM · Capital raise: A$1.65m via Share Purchase Plan · Cash on hand: A$2.625m (confidence: high)
• 4DX — Quarterly Activity Report and Appendix 4C · 4DX · link
  • 💰 FY26 operating revenue: $7.2m (+23% YoY) · Global SaaS deployment sites: 540 (+39% YoY) · Q4 FY26 scan volume: 105,970 scans (+43% YoY) · Cash balance (30 June 2026): $278m (confidence: high)
• ARR — Quarterly Activities/Appendix 5B Cash Flow Report · ARR · link
  • 💰 FS drilling program: 3,050 m HQ core across 19 holes; 1,045 samples for assay · Pilot plant stages: 3-stage pathway: milling → mineral separation → oxide refining · Halleck Creek land package: 8,108 acres · Leadership additions: CDO (Conover), Director Projects & Engineering (Cable), NED (Gili post-regulatory approval) (confidence: medium)
• 14D — Quarterly Activities/Appendix 4C Cash Flow Report · 14D · link
  • 💰 Funding raised: $8.45M at $0.10/share · In-the-money options on issue: 276M (potential $13.8M if exercised) · SiNTL capacity achieved: 550–600 mAh/g (vs 372 mAh/g graphite) · Data centre HoA: 1 GW staged AI infrastructure at Aurora (confidence: medium)
• SGQ — Quarterly Activities and Cashflow Report · SGQ · link
  • 💰 TREO concentrate grade: 15.7% · Nb₂O₅ recovery: 50.9% · Capital raise completed: A$60m · Cash on hand: ~A$98m (confidence: high)
• AR1 — Austral June 2026 Quarterly Report · AR1 · link
  • 💰 Copper cathode production Q2 2026: 1,796 tonnes · Cash from copper sales: $31.0m · Cash at bank (end Q2): $71.6m · Snow Queen drillhole 26SQRC001: 10m @ 7.52% Cu, 9.28g/t Ag, 0.25g/t Au (confidence: high)
• CNJ — Quarterly Activities/Appendix 5B Cash Flow Report · CNJ · link
  • 💰 Kai Project area: 862 km² · Lilloise Project area: 390 km² · Total Greenland landholding: ~6,460 km² · Mt Thirsty scandium intercepts: 40.9 g/t Sc (MTRC011DA, 15m) (confidence: medium)
• NVQ — Quarterly Activities Report and Appendix 4C · NVQ · link
  • 💰 Biochar Carbon Removal Credits (estimated lifetime): 550,000 credits · Feedstock conversion: 2M tonnes woody waste → biochar · Offtake commitment (MOU): ≥70% of lifetime credits · Q2 2026 operating cash outflow: A$704k (confidence: medium)
• AR9 — Quarterly Activities/Appendix 4C Cash Flow Report · AR9 · link
  • 💰 ARR: $14.8M (+209% YoY) · Q4 Revenue: $3.5M (+92% YoY) · Gross Margin: 74% · Contracted Sales FY26: $14.1M (+65% YoY) (confidence: high)
• AGY — Quarterly Activities/Appendix 5B Cash Flow Report · AGY · link
  • 💰 Rincon Project Stage: 12ktpa Stage 1a DFS engineering phase · LiCl Purity (testwork): 99% · Li Yield (testwork): 94.4% · JV Interest: 77.5% (earning to 90%) (confidence: medium)
• EDE — Quarterly Activities/Appendix 4C Cash Flow Report · EDE · link
  • 💰 Cash at bank (30 Jun 2026): $5.2m · Recent placement: $4.05m at $0.18/share · EdenCrete installations growth: 33 RMC plants (Q1 FY27) vs 3 in FY24 · OptiBlend quotations (FY26): $2.90m across 45 quotes (confidence: medium)
• GMN — Quarterly Activities/Appendix 5B Cash Flow Report · GMN · link
  • 💰 Irajuba best intercept: 29m @ 3,964 ppm TREO (inc. 17m @ 6,151 ppm) · MREO proportion: >40% of TREO in length-weighted intersections >400 ppm · Capivara IAC extraction: up to 65.9% TREY-Ce, 63.6% MREO via ammonium sulphate · Down Under Project area: 2,512 km² in northeastern Brazil (confidence: medium)
• MGU — Quarterly Activities/Appendix 5B Cash Flow Report · MGU · link
  • 💰 Piracanjuba auger drilling: 10,000m programme underway; 122 holes with 100% anomalous TREO · TREO grades: up to 3,971 ppm (0.4%); MREO up to 1,360 ppm · Desorption recovery: up to 75% TREO, 94% MREO · Geophysical footprint expansion: 116 km² at Piracanjuba North (from 85 km²) (confidence: medium)
• GL1 — Quarterly Activities/Appendix 5B Cash Flow Report · GL1 · link
  • 💰 Equity placement: A$7.32m at A$0.529/share · Offtake prepayment facility: US$75m from Lopal · Offtake volume: 40% of Manna production, 10-year term · Floor price (Y1-3): US$1,000/tonne spodumene (confidence: high)
• EVR — Quarterly Activities and Cash Flow Report · EVR · link
  • 💰 Tecomatlán grinding circuit: 3 ball mills refurbished & dry commissioned · First antimony concentrate production target: 2H CY2026 · Los Lirios Exploration Target: 1.8–5.0 Mt @ 70–166 kt contained Sb · Shallow antimony intercepts: 3.05 m @ 2.10% Sb from 8.1 m depth (confidence: medium)
• CUF — Quarterly Activities and Cashflow Report · CUF · link
  • 💰 Strategic placement (Pan African Resources): $15.3m at $0.05/share · Orlando Project NPV (scoping study): $705m (CuFe 55% share) · Combined Gecko + Orlando resource: 23.5Mt @ 1.7% Cu, 0.7 g/t Au · Gecko Indicated Resources uplift: 4% to 66% (confidence: high)
• ZMI — June 2026 Quarterly Report · ZMI · link
  • 💰 Capital raised: A$5.5m · Meclex acquisition: 100% stake in ARGO & VOLTA technologies · ARGO testwork timeline: 12-month program to pilot phase by June 2027 · VOLTA demo plant: Targeted Q4 2026 commissioning (confidence: high)
• AON — June 2026 Quarterly Report · AON · link
  • 💰 Salau historical production: 930,000 tonnes @ 1.5% WO₃ · Surface gold samples: up to 24.5 g/t Au · Surface tungsten samples: up to 8.25% WO₃ · Cash at quarter end: $7.7 million (confidence: medium)
• AW1 — Quarterly Activities and Cashflow Report · AW1 · link
• IMU — Quarterly Activities/Appendix 4C Cash Flow Report · IMU · link
• PNN — EXCEPTIONAL HIGH-GRADE RESULTS FROM MAIDEN DRILLING AT MDF · PNN · link
• WBT — Quarterly Activities/Appendix 4C Cash Flow Report · WBT · link
• ASN — Green River Advances with Successful Downstream Test Work · ASN · link
• RIE — Quarterly activities and Appendix 5B cashflow report · RIE · link
• GTI — Quarterly Activities/Appendix 4C Cash Flow Report · GTI · link
• NC6 — Quarterly Activities/Appendix 4C Cash Flow Report · NC6 · link
• FMG — June 2026 Quarterly Production Report · FMG · link
• RCM — Quarterly Activities/Appendix 5B Cash Flow Report · RCM · link
• DYM — Quarterly Activities/Appendix 5B Cash Flow Report · DYM · link
• NXM — Quarterly Activities/Appendix 5B Cash Flow Report · NXM · link
• OM1 — Quarterly Activities/Appendix 5B Cash Flow Report · OM1 · link
• EXR — Q4FY26 Quarterly Report and Appendix 5B · EXR · link
• ARU — Quarterly Activities Report and Appendix 5B · ARU · link
• GBR — Quarterly Activities/Appendix 5B Cash Flow Report · GBR · link
• SGA — Quarterly Activities/Appendix 5B Cash Flow Report · SGA · link
• FDR — Quarterly Activities/Appendix 5B Cash Flow Report · FDR · link
• GDM — Quarterly Activities and Cashflow Reports · GDM · link

⏭️ Non-sensitive announcements (watchlist)

6 announcement(s) across 5 ticker(s): AR9, CBE, LOT, OD6, WC1

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

Volume: yfinance (2026-07-30) · Flow: Market Lens (live, 2026-07-28)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-28 (T-3) vs each name's own trailing baseline · 5 spike(s) out of 82 institutional name(s).

• 4DX 🔥 Flow spike (≥2.5× baseline) 4.6× · today $2.1M vs base $456k (5 sess)
  • 🔐 Free-float: net-bought 356.55% of tradeable register today · Top-20 45% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -0.9% · 20d -20.9% · 53% off high · RSI 26
  • 🧠 Why: # 4DX Institutional Accumulation Analysis

Most Likely Reason for Institutional Spike: The 4.6× spike in institutional buying (net $2.08M) on 31 July — immediately following the 16 July US VA Bill directive requiring 4D lung imaging adoption — suggests institutions are accumulating ahead of material revenue inflection from government procurement. This is a classic "buy the dip on fundamental catalysts" pattern: the stock has fallen 53% from 252-day highs and broken down further (-21% in 20d), creating a capitulation entry point just as a major policy tailwind materialises. The tight free float (54.7%, with top 20 holding 45%) means even modest accumulation can move the register meaningfully.

Single Biggest Risk: The quarterly activity report (today's date) reveals cash burn or working capital stress that contradicts the VA Bill upside — if 4DX lacks the balance sheet or manufacturing capacity to actually execute on government orders, institutional demand could reverse sharply once the Appendix 4C financials circulate. Monitor cash position and operating cash flow closely against the government contract pipeline.

• ALR 🔥🔥 Flow surge (≥5× baseline) 10.3× · today $301k vs base $29k (5 sess)
  • 🔐 Free-float: net-bought 111.73% of tradeable register today · Top-20 70% (conf: medium)
  • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +3.1% · 40% off high · RSI 62
  • 🧠 Why: # ALR Institutional Accumulation Analysis

Most Likely Driver: Institutions are accumulating ahead of or in reaction to the Greater Oko upscaled exploration plans (announced 16 July) and the subsequent quarterly update (30 July), which likely contained material progress or resource upgrade guidance that warrants larger positions in a tight free float (only 30% public). The 10x spike in institutional buying on 31 July—just one day after the quarterly—suggests the report either confirmed positive exploration momentum or revealed material development milestones that justify increased conviction.

Biggest Risk to This Read: If the quarterly report contained disappointing drilling results, revised capex guidance, or exploration setbacks at Oko, the accumulation could represent front-running by insiders or sophisticated players ahead of a downgrade announcement, making this a distribution disguised as accumulation. Alternatively, with only 1.1% of free float currently held by institutions and a 60% top-20 concentration, the spike may reflect forced or opportunistic buying by a single large fund rather than broad institutional conviction, leaving the position vulnerable to rapid reversal.

• AEE 🔥 Flow spike (≥2.5× baseline) 3.2× · today $113k vs base $36k (5 sess)
  • 🔐 Free-float: net-bought 1.00% of tradeable register today · Top-20 83% (conf: medium)
  • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.8% · 63% off high · RSI 50
  • 🧠 Why: # AEE Institutional Accumulation Analysis

Most Likely Reason for Accumulation:

Institutions are likely positioning ahead of Swedish nuclear policy tailwinds following the 16 July legislative enactment—a material catalyst for a nuclear-exposed small-cap with only 17% free float and 83% locked in top-20 holders. The 3.17x spike in institutional net buying (112.7k vs. 35.5k baseline) combined with extremely tight float suggests informed accumulation betting on nuclear renaissance optionality, with institutional ownership still negligible at ~1% of free float, implying substantial room for position-building before the stock re-rates.

Biggest Risk to This Read:

The stock is down 6.3% over 20 days and flat over 5 days despite the July catalyst—suggesting either (1) the market has already priced nuclear upside, or (2) AEE's direct exposure to Swedish legislation is weaker than the flow signal implies. If the company lacks tangible near-term revenue or project wins tied to that law change, institutions may be front-running a narrative that fails to deliver operating momentum, leaving the spike exposed as positioning rather than conviction.

• LOT 🔥 Flow spike (≥2.5× baseline) 3.3× · today $1.8M vs base $546k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -42.0% · 20d -61.4% · 92% off high · RSI 16
  • 🧠 Why: The institutional spike appears driven by completion of the institutional entitlement offer bookbuild (27 July) combined with reinstatement to quotation after a trading halt—institutions are likely accumulating at depressed valuations following what was presumably a distressed period. The confluence of a substantial holding change notice and the opening of retail entitlements (30 July) suggests a capital raise underway, with institutions front-running retail participation or repositioning after the halt.

Biggest risk to this read: The stock is down 92% from its 252-day high and down 42% in just 5 days, with RSI at 16—this could reflect fundamental deterioration (poor June cash flow, failed operations, or balance-sheet stress) rather than temporary mispricing, meaning institutions may be accumulating into a value trap rather than a recovery opportunity. Without visibility into the Q2 cash burn rate and the quantum/terms of the capital raise, it's unclear whether this is distressed-but-viable or insolvent-in-slow-motion.

• MTM 🔥 Flow spike (≥2.5× baseline) 3.1× · today $332k vs base $108k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -26.3% · 20d -34.9% · 79% off high · RSI 15
  • 🧠 Why: Most Likely Reason: Institutions are accumulating MTM into heavy selling pressure—the 3x spike in institutional buying amid a 26% five-day drawdown and deeply oversold RSI (15) suggests a contrarian accumulation play, likely triggered by the Appendix 5B cash-flow disclosure yesterday. The combination of technical capitulation and institutional positioning suggests they may be building into what they perceive as an inflated selloff, or the quarterly cash-position data revealed stronger-than-feared liquidity that justifies accumulation at depressed levels.

Biggest Risk to This Read: The stock is 79% below its 252-day high with a 20-day return of -35%, which could indicate fundamental deterioration (cash burn, writedowns, or guidance miss in that Appendix 5B) rather than temporary panic—if institutions are wrong about the selloff being overdone, the downtrend will accelerate and the spike will mark a capitulation top, not a bottom.

⭐ Tier 1 — confluence + catalyst

• AON · June 2026 Quarterly Report
  • 📉 Momentum: DOWNTREND · 5d -37.0% · 20d -41.4% · 61% off high · RSI 28
  • rule: resource-specialist flow 2.61× ADV + price-sensitive announcement
  • 5d broker flow — inst $+155,903, retail $+108,735, mm $+690
  • yesterday vol 1.9× avg ($100,455 $-vol)
  • net +$30,589, buy ratio 100% (2026-07-28)
  • price-sensitive announcement: June 2026 Quarterly Report
• AR9 · Quarterly Activities/Appendix 4C Cash Flow Report
  • rule: resource-specialist flow 0.12× ADV + price-sensitive announcement
  • 5d broker flow — inst $+4,532, retail $+17,905, mm $+458
  • net +$0, buy ratio 0% (2026-07-28)
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• AW1 · Quarterly Activities and Cashflow Report
  • rule: cross-group flow: resource 0.31× ADV banks 0.34× ADV + price-sensitive announcement
  • 5d broker flow — inst $+69,074, retail $+76,533, mm $+3,766
  • price-sensitive announcement: Quarterly Activities and Cashflow Report
• DYM · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: cross-group flow: resource 2.56× ADV banks 2.56× ADV + price-sensitive announcement
  • 5d broker flow — inst $+21,128, retail $+10,564, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• EXR · Q4FY26 Quarterly Report and Appendix 5B
  • 📉 Momentum: DOWNTREND · 5d -28.6% · 20d -37.5% · 55% off high · RSI 18
  • rule: cross-group flow: resource 0.97× ADV banks 0.57× ADV + price-sensitive announcement
  • 5d broker flow — inst $+461,064, retail $+287,805, mm $+5,162
  • yesterday vol 2.4× avg ($646,809 $-vol)
  • price-sensitive announcement: Q4FY26 Quarterly Report and Appendix 5B
• GDM · Quarterly Activities and Cashflow Reports
  • rule: resource-specialist flow 0.28× ADV + price-sensitive announcement
  • 5d broker flow — inst $+3,236, retail $+3,236, mm $+0
  • price-sensitive announcement: Quarterly Activities and Cashflow Reports
• GL1 · Quarterly Activities/Appendix 5B Cash Flow Report
  • ↗️ Momentum: UPTREND · 5d +4.0% · 20d +9.6% · 22% off high · RSI 67 · 1d up
  • rule: volume spike 3.5x + price-sensitive announcement
  • 5d broker flow — inst $+77,682, retail $+115,483, mm $+22,453
  • yesterday vol 3.5× avg ($668,926 $-vol)
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• MGU · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: cross-group flow: resource 0.77× ADV banks 0.50× ADV + price-sensitive announcement
  • 5d broker flow — inst $+45,213, retail $+27,523, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• NC6 · Quarterly Activities/Appendix 4C Cash Flow Report
  • rule: cross-group flow: resource 2.94× ADV banks 1.53× ADV + price-sensitive announcement
  • 5d broker flow — inst $+22,238, retail $+14,637, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• PNN · EXCEPTIONAL HIGH-GRADE RESULTS FROM MAIDEN DRILLING AT MDF
  • rule: cross-group flow: resource 0.50× ADV banks 0.41× ADV + price-sensitive announcement
  • 5d broker flow — inst $+182,002, retail $+103,900, mm $+9,776
  • price-sensitive announcement: EXCEPTIONAL HIGH-GRADE RESULTS FROM MAIDEN DRILLING AT MDF
• RAP · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: cross-group flow: resource 2.37× ADV banks 0.76× ADV + price-sensitive announcement
  • 5d broker flow — inst $+47,866, retail $+36,260, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• SGQ · Quarterly Activities and Cashflow Report
  • 📉 Momentum: DOWNTREND · 5d -3.9% · 20d -22.1% · 55% off high · RSI 23
  • rule: resource-specialist flow 0.63× ADV + price-sensitive announcement
  • 5d broker flow — inst $+906,318, retail $+1,099,366, mm $+37,059
  • net +$330,172, buy ratio 94% (2026-07-28)
  • price-sensitive announcement: Quarterly Activities and Cashflow Report

🏦 Institutional confluence (pre-positioning)

• ALR 🔥🔥 Flow surge (≥5× baseline) 10.3×
  • ↗️ Momentum: UPTREND · 5d +6.5% · 20d +3.1% · 40% off high · RSI 62
  • rule: cross-group flow: resource 0.40× ADV banks 2.45× ADV
  • 5d broker flow — inst $+423,015, retail $+0, mm $+30,084
  • yesterday vol 2.7× avg ($415,935 $-vol)
  • net +$59,028, buy ratio 83% (2026-07-28)
• MTM 🔥 Flow spike (≥2.5× baseline) 3.1×
  • 📉 Momentum: DOWNTREND · 5d -26.3% · 20d -34.9% · 79% off high · RSI 15
  • rule: cross-group flow: resource 0.16× ADV banks 0.79× ADV
  • 5d broker flow — inst $+888,050, retail $-3,854, mm $+825,780
  • yesterday vol 2.2× avg ($1,954,463 $-vol)
  • net +$113,030, buy ratio 100% (2026-07-28)
• +13 steady institutional name(s) (no flow spike): APX, BUX, CXO, DEV, DM1, GNM, KLI, LAC, PDN, RNU, SNX, WC8, WIN

🎯 Resource-specialist flow

• +11 steady institutional name(s) (no flow spike): ABX, ACW, APC, AYA, BRN, G50, LKY, LRV, OR3, SER, VMM

🏦 Investment-bank flow

• LOT 🔥 Flow spike (≥2.5× baseline) 3.3×
  • 📉 Momentum: DOWNTREND · 5d -42.0% · 20d -61.4% · 92% off high · RSI 16
  • rule: investment-bank flow 6.44× ADV
  • 5d broker flow — inst $+1,778,411, retail $+1,922,648, mm $+614,181
  • yesterday vol 11.0× avg ($7,115,003 $-vol)
• AEE 🔥 Flow spike (≥2.5× baseline) 3.2×
  • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.8% · 63% off high · RSI 50
  • rule: investment-bank flow 0.32× ADV
  • 5d broker flow — inst $+177,397, retail $+0, mm $+8,914
  • net +$0, buy ratio 0% (2026-07-28)
• +40 steady institutional name(s) (no flow spike): AGY, AIS, ARR, ATT, BOA, CBA, CPN, CPO, CRR, CUV, CY5, DRE, DRO, DTR, EYE, GAL, GRR, GT1, ILA, IMU, KAR, LKE, LSR, MEM, MNE, NVU, ONE, QXR, RCM, RDS, SGA, SLS, SPD, SYR, TLG, TM1, TOR, WA1, WC1, ZEU

🛒 Retail-only flow

• AAJ
  • rule: retail flow 0.78× ADV
  • 5d broker flow — inst $+0, retail $+24,909, mm $+0
• AR3
  • 📉 Momentum: DOWNTREND · 5d -6.1% · 20d -16.4% · 74% off high · RSI 23 · 1d up
  • rule: retail flow 2.76× ADV
  • 5d broker flow — inst $-5,166, retail $+128,235, mm $+8,230
• ARU · Quarterly Activities Report and Appendix 5B
  • 📉 Momentum: DOWNTREND · 5d -14.6% · 20d -30.0% · 64% off high · RSI 17
  • rule: retail flow 1.35× ADV
  • 5d broker flow — inst $+181,302, retail $+7,664,629, mm $+26,802
  • yesterday vol 2.0× avg ($10,851,080 $-vol)
  • price-sensitive announcement: Quarterly Activities Report and Appendix 5B
• AT4
  • 🚀 Momentum: EXTENDED · 5d +36.4% · 20d +40.6% · 80% off high · RSI 64
  • rule: retail flow 1.06× ADV
  • 5d broker flow — inst $+9,460, retail $+632,410, mm $+18,225
  • yesterday vol 2.0× avg ($1,607,705 $-vol)
  • net +$10,250, buy ratio 100% (2026-07-28)
• CNJ · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: retail flow 2.23× ADV
  • 5d broker flow — inst $+0, retail $+8,022, mm $+1,128
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• CTO
  • rule: retail flow 1.16× ADV
  • 5d broker flow — inst $-10,328, retail $+21,822, mm $+2,038
  • net +$17,923, buy ratio 100% (2026-07-28)
• EGR
  • rule: retail flow 0.54× ADV
  • 5d broker flow — inst $+0, retail $+10,743, mm $+3,042
• EMT
  • rule: retail flow 3.23× ADV
  • 5d broker flow — inst $-6,128, retail $+15,015, mm $+0
• EVR · Quarterly Activities and Cash Flow Report
  • rule: retail flow 0.49× ADV
  • 5d broker flow — inst $+0, retail $+12,191, mm $+0
  • price-sensitive announcement: Quarterly Activities and Cash Flow Report
• FDR · Quarterly Activities/Appendix 5B Cash Flow Report
  • ↘️ Momentum: PULLBACK · 5d -9.7% · 20d +16.1% · 51% off high · RSI 46 · 1d up
  • rule: retail flow 0.44× ADV
  • 5d broker flow — inst $+8,621, retail $+160,865, mm $+3,120
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• HLS
  • 🌱 Momentum: COILED · 5d +4.3% · 20d -4.0% · 65% off high · RSI 43
  • rule: retail flow 0.54× ADV
  • 5d broker flow — inst $+983, retail $+698,902, mm $+0
  • net $172, buy ratio 0% (2026-07-28)
• IMI
  • rule: retail flow 0.48× ADV
  • 5d broker flow — inst $+0, retail $+3,583, mm $+0
• IOV
  • rule: retail flow 3.77× ADV
  • 5d broker flow — inst $+0, retail $+291,624, mm $+0
• IVZ
  • ↗️ Momentum: UPTREND · 5d -6.2% · 20d +11.1% · 76% off high · RSI 53
  • rule: retail flow 0.49× ADV
  • 5d broker flow — inst $+7,014, retail $+85,835, mm $+3,616
  • net +$1,972, buy ratio 100% (2026-07-28)
• KTA
  • rule: retail flow 2.13× ADV
  • 5d broker flow — inst $+0, retail $+53,885, mm $+8,993
• LYC
  • 📉 Momentum: DOWNTREND · 5d -8.6% · 20d -22.6% · 37% off high · RSI 16
  • rule: retail flow 0.20× ADV
  • 5d broker flow — inst $+1,614,436, retail $+11,051,014, mm $+13,856,441
  • net +$914,224, buy ratio 71% (2026-07-28)
• MML · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: retail flow 0.87× ADV
  • 5d broker flow — inst $+0, retail $+14,891, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• MQR
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $+0, retail $+3,725, mm $+0
• MRD
  • rule: retail flow 2.01× ADV
  • 5d broker flow — inst $-12,588, retail $+73,675, mm $+0
  • net +$7,290, buy ratio 100% (2026-07-28)
• MSB
  • 🌱 Momentum: COILED · 5d -12.1% · 20d -0.5% · 34% off high · RSI 42
  • rule: retail flow 0.42× ADV
  • 5d broker flow — inst $+200,392, retail $+3,379,777, mm $+747,445
  • net +$61,250, buy ratio 100% (2026-07-28)
• NVX
  • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -6.5% · 86% off high · RSI 38 · 1d up
  • rule: retail flow 1.02× ADV
  • 5d broker flow — inst $-20,468, retail $+524,267, mm $+3,812
  • net +$16,501, buy ratio 82% (2026-07-28)
• ODE
  • ↘️ Momentum: PULLBACK · 5d -4.5% · 20d -4.5% · 25% off high · RSI 38 · 1d up
  • rule: retail flow 2.33× ADV
  • 5d broker flow — inst $-52,500, retail $+133,663, mm $+3,730
• OKJ
  • rule: retail flow 4.25× ADV
  • 5d broker flow — inst $-5,599, retail $+3,360, mm $+0
  • net +$3,157, buy ratio 100% (2026-07-28)
• OM1 · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: retail flow 7.15× ADV
  • 5d broker flow — inst $+0, retail $+25,683, mm $+0
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• PEN
  • 📉 Momentum: DOWNTREND · 5d -13.5% · 20d -43.8% · 78% off high · RSI 9
  • rule: retail flow 2.14× ADV
  • 5d broker flow — inst $-28,416, retail $+1,491,597, mm $+55,711
• REE
  • 📉 Momentum: DOWNTREND · 5d -9.1% · 20d -16.7% · 77% off high · RSI 38
  • rule: retail flow 0.69× ADV
  • 5d broker flow — inst $-528, retail $+22,230, mm $+383
  • yesterday vol 4.6× avg ($121,659 $-vol)
  • net $198, buy ratio 0% (2026-07-28)
• RMX
  • rule: retail flow 0.98× ADV
  • 5d broker flow — inst $+0, retail $+15,627, mm $+3,529
• SLM
  • 📉 Momentum: DOWNTREND · 5d -16.1% · 20d -23.2% · 46% off high · RSI 26
  • rule: retail flow 0.87× ADV
  • 5d broker flow — inst $-21,101, retail $+252,913, mm $+566
• SNM
  • rule: retail flow 0.78× ADV
  • 5d broker flow — inst $+0, retail $+42,786, mm $+486
• VPR
  • rule: retail flow 2.43× ADV
  • 5d broker flow — inst $+0, retail $+7,381, mm $+0

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

• BM8
  • rule: market-maker flow 0.07× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,046
• GCM
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+122
• GTI · Quarterly Activities/Appendix 4C Cash Flow Report
  • rule: market-maker flow 0.01× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+85
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• HVY
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+10
• T3D
  • rule: market-maker flow 0.01× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+151
• XPN
  • rule: market-maker flow 0.07× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+400

❓ Below thresholds

• 14D · Quarterly Activities/Appendix 4C Cash Flow Report
  • 📉 Momentum: DOWNTREND · 5d -26.1% · 20d -37.0% · 68% off high · RSI 25
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• 4DX · Quarterly Activity Report and Appendix 4C 🔥 Flow spike (≥2.5× baseline) 4.6×
  • 📉 Momentum: DOWNTREND · 5d -0.9% · 20d -20.9% · 53% off high · RSI 26
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,888,488, retail $+4,218,003, mm $+0
  • net +$445,792, buy ratio 94% (2026-07-28)
  • price-sensitive announcement: Quarterly Activity Report and Appendix 4C
• AAU
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,257, retail $+7,579, mm $+0
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+37,867, retail $+21,619, mm $+0
• ALM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,986, retail $+34,573, mm $+0
• AR1 · Austral June 2026 Quarterly Report
  • 📉 Momentum: DOWNTREND · 5d -7.2% · 20d -11.1% · 60% off high · RSI 48 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: Austral June 2026 Quarterly Report
• ASN · Green River Advances with Successful Downstream Test Work
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+10,339, retail $+40,667, mm $+5,709
  • price-sensitive announcement: Green River Advances with Successful Downstream Test Work
• ATV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+24,203, retail $+21,771, mm $+2,649
• BC8
  • ↘️ Momentum: PULLBACK · 5d -8.6% · 20d -7.6% · 47% off high · RSI 35
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+296,553, retail $+1,144,560, mm $+132,222
• BMM
  • ↘️ Momentum: PULLBACK · 5d -13.9% · 20d -8.2% · 80% off high · RSI 53
  • rule: flow below classification thresholds
  • yesterday vol 5.6× avg ($53,807 $-vol)
• CBE
  • 📉 Momentum: DOWNTREND · 5d -12.5% · 20d -30.0% · 34% off high · RSI 43
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+138,552, retail $+288,419, mm $+6,919
  • net +$41,654, buy ratio 71% (2026-07-28)
• CU6
  • ↘️ Momentum: PULLBACK · 5d -18.0% · 20d -2.3% · 63% off high · RSI 36 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,624,225, retail $+5,389,176, mm $+705,463
  • net +$300,539, buy ratio 98% (2026-07-28)
• CUF · Quarterly Activities and Cashflow Report
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,323, retail $+5,349, mm $+5,816
  • net +$4,323, buy ratio 63% (2026-07-28)
  • price-sensitive announcement: Quarterly Activities and Cashflow Report
• EDE · Quarterly Activities/Appendix 4C Cash Flow Report
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+3,412, retail $+0, mm $+0
• EIQ
  • 📉 Momentum: DOWNTREND · 5d -3.8% · 20d -28.0% · 28% off high · RSI 17
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+661,117, retail $+1,877,227, mm $+0
  • net +$221,799, buy ratio 80% (2026-07-28)
• EMV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,995, retail $+3,120, mm $+51
• FMG · June 2026 Quarterly Production Report
  • 🌱 Momentum: COILED · 5d +0.5% · 20d -0.5% · 18% off high · RSI 58
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,349,107, retail $+18,884,779, mm $+5,711,416
  • net +$401,354, buy ratio 87% (2026-07-28)
  • price-sensitive announcement: June 2026 Quarterly Production Report
• GA8
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,335, retail $+29,335, mm $+98
  • net +$1,335, buy ratio 100% (2026-07-28)
• GBR · Quarterly Activities/Appendix 5B Cash Flow Report
  • 📉 Momentum: DOWNTREND · 5d -11.8% · 20d -21.1% · 61% off high · RSI 29
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• GMN · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• KRR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+42,726, retail $+127,878, mm $+10,853
  • net +$27,450, buy ratio 100% (2026-07-28)
• LIN
  • 📉 Momentum: DOWNTREND · 5d -3.4% · 20d -22.6% · 28% off high · RSI 40
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+320,581, retail $+3,725,503, mm $+664,226
  • net +$64,740, buy ratio 100% (2026-07-28)
• LNQ
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,115, retail $+17,976, mm $+387
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+0, mm $+946
• LRD
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-34, retail $-17, mm $+0
• LTR
  • 📉 Momentum: DOWNTREND · 5d -23.1% · 20d -41.0% · 63% off high · RSI 17
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,641,972, retail $+12,421,808, mm $+4,616,362
  • yesterday vol 1.9× avg ($64,932,429 $-vol)
• MAY
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,950, retail $+0, mm $+0
  • net $2,200, buy ratio 0% (2026-07-28)
• NEU
  • ↗️ Momentum: UPTREND · 5d +6.2% · 20d +2.8% · 20% off high · RSI 61 · 4d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+573,002, retail $+2,647,998, mm $+2,905
• NPM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-12,812, retail $+0, mm $+0
• NUZ
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -15.0% · 65% off high · RSI 26
  • rule: flow below classification thresholds
  • yesterday vol 1.6× avg ($91,448 $-vol)
• NVQ · Quarterly Activities Report and Appendix 4C
  • rule: no volume baseline available
  • price-sensitive announcement: Quarterly Activities Report and Appendix 4C
• NXM · Quarterly Activities/Appendix 5B Cash Flow Report
  • rule: flow below classification thresholds
  • price-sensitive announcement: Quarterly Activities/Appendix 5B Cash Flow Report
• NXT
  • ↘️ Momentum: PULLBACK · 5d -8.1% · 20d -7.2% · 29% off high · RSI 39
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,371,416, retail $+4,988,282, mm $+3,443
  • net +$92,419, buy ratio 70% (2026-07-28)
• OD6
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+8,315, retail $+27,652, mm $+5,562
• PLS
  • 📉 Momentum: DOWNTREND · 5d -0.5% · 20d -17.9% · 38% off high · RSI 36 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+11,570,034, retail $+22,302,082, mm $+0
  • yesterday vol 1.6× avg ($147,748,267 $-vol)
  • net +$2,103,537, buy ratio 100% (2026-07-28)
• 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 $-6,751, retail $-4,242, mm $+0
  • net $2,431, buy ratio 0% (2026-07-28)
• RIE · Quarterly activities and Appendix 5B cashflow report
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-17,642, retail $-4,410, mm $+0
  • price-sensitive announcement: Quarterly activities and Appendix 5B cashflow report
• RML
  • 📉 Momentum: DOWNTREND · 5d -17.0% · 20d -17.0% · 66% off high · RSI 33
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+73,257, retail $+89,840, mm $+23,621
  • yesterday vol 1.6× avg ($659,475 $-vol)
• WBT · Quarterly Activities/Appendix 4C Cash Flow Report
  • 📉 Momentum: DOWNTREND · 5d -21.7% · 20d -46.9% · 52% off high · RSI 7
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,412,553, retail $+3,641,345, mm $+0
  • net +$294,115, buy ratio 67% (2026-07-28)
  • price-sensitive announcement: Quarterly Activities/Appendix 4C Cash Flow Report
• ZMI · June 2026 Quarterly Report
  • ↘️ Momentum: PULLBACK · 5d -6.2% · 20d -6.2% · 25% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-419, retail $+156,600, mm $+100
  • yesterday vol 1.8× avg ($50,325 $-vol)
  • net $2,550, buy ratio 0% (2026-07-28)
  • price-sensitive announcement: June 2026 Quarterly Report

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 25 session(s) running, +$13,512,521 cumulative
• PLS — Resource specialists net buy 23 session(s) running, +$24,813,369 cumulative
• LYC — Resource specialists net buy 21 session(s) running, +$16,745,501 cumulative
• FMG — Resource specialists net buy 16 session(s) running, +$16,110,692 cumulative
• 4DX — Resource specialists net buy 6 session(s) running, +$1,880,419 cumulative
• PDN — Resource specialists net buy 6 session(s) running, +$4,648,415 cumulative
• LRV — Resource specialists net buy 5 session(s) running, +$1,030,857 cumulative
• APX — Resource specialists net buy 4 session(s) running, +$773,286 cumulative
• EIQ — Resource specialists net buy 3 session(s) running, +$537,513 cumulative

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