📊 3 Aug 2026 (Mon) — Daily Brief

Generated 2026-08-03 10:37 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 31 watchlist match(es) · 22 price-sensitive

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

• CDR — Reinstatement to Quotation · CDR · link
  • 💰 Market cap: $5m · Cash on hand: $0.2m · 20d pre-announcement run-up: +30% · Free float: 87% (confidence: low)
• CDR — Codrus Acquires New Assets · CDR · link
  • 💰 Copperhole Creek best intercept: 12m @ 3.27% Cu, 0.66% Zn, 51 g/t Ag, 0.26% Sn · Shares issued (acquisition): 230 million · Performance rights issued: 60 million · Placement raising: A$2.5m @ A$0.025/share (confidence: high)
• AR1 — Binding Proposal to Acquire Hammer Metals · AR1 · link
  • 💰 Offer value: A$0.087/HMX share (1.2903 AR1 + A$0.007 SpinCo) · Premium to Larvotto: 29.9% · Premium to HMX pre-announcement: 59.6% · Kalman resource: 39.2Mt @ 1.1% CuEq (confidence: high)
• AIS — FY27 Guidance - Investing in next phase growth · AIS · link
  • 💰 FY27 Copper production guidance: 22–27 kt (FY26: 23 kt) · FY27 Gold production guidance: 42–51 koz (FY26: 49 koz) · FY27 Growth capex: $170–210m (FY26: $102m) · FY27 Exploration spend: $29–35m (FY26: $17m) (confidence: high)
• QEM — QEM to Proceed with Acquisition · QEM · link
  • 💰 Acquisition value: $2.645m placement · Cash position: $4.2m · Projects acquired: Big It (tungsten, antimony, gold) + Vaught-Peck Columbite (fluorspar, niobium, tantalum, REE) · Big It historical grade: 67–75% WO₃ concentrate (confidence: medium)
• SHN — RC Drilling Commenced at Sybil Epithermal Gold Project · SHN · link
  • 💰 RC program size: 72 holes, 4,528m planned · Best prior intercept (A-Vein): 4.4m @ 57.51g/t Au · Francis Creek East rock chips: up to 28.1g/t Au · Blue Range rock chips: up to 20.4g/t Au (confidence: medium)
• MTM — Trading Halt · MTM · link
  • 💰 Market cap: $214m · Cash on hand: $64.1m · 20-day price action: -32% · 5-day price action: -18% (confidence: low)
• LKE — EIA Public Consultation Stage · LKE · link
  • 💰 EIA consultation period: 3–31 August 2026 · DIA decision target: 30 September 2026 · Process stage: Final administrative phase pre-approval · Technology: Direct Lithium Extraction with >95% brine reinjection (confidence: medium)
• ASN — Anson Wins Bid for FFSL Mineral Rights at Green River · ASN · link
  • 💰 New tenure area: 1,175 acres (4.76 km²) · Project area increase: 5.4% · Exploration Target (brine): 59–71 million tonnes · Lithium grade (ppm): 100–130 ppm Li (confidence: high)
• NPM — Change in substantial holding · NPM · link
  • 💰 Substantial holder voting power: 10.74% (down from 12.35%) · Shares held: 40,661,479 · Reason for change: Dilution · Market cap: $5m (confidence: high)
• GCM — Customer Testing Demonstrates VHD Cooling Advantage · GCM · link
  • 💰 VHD vs aluminium thermal benefit (25W): 3.1°C lower LED temperature · VHD vs aluminium thermal benefit (40W): 3.3°C lower LED temperature · VHD LED-to-sink differential (25W): 1.2°C vs 3.5°C aluminium · VHD LED-to-sink differential (40W): 2.0°C vs 7.8°C aluminium (confidence: medium)
• AR1 — HMX: Receipt of a Superior Proposal from Austral Resources · AR1 · link
  • 💰 Austral offer price: $0.087/share · Offer premium to last close: 31.6% · Offer premium to Larvotto: 50.8% · Hammer valuation: $80.7m (confidence: high)
• REE — REE Mobilises Field Crews Ahead of Maiden Khaleesi Drilling · REE · link
  • 💰 Maiden drilling program: 3,500m RC · Drilling commencement: mid-August 2026 · Priority targets: 5 (Niobe gallium/carbonatites, Rim, Nb, Mag) · Niobe gallium surface area: 5km × 3km (confidence: medium)
• ATT — Exploration and Corporate Update August 2026 · ATT · link
  • 💰 Cash on hand: $1.1m · Market cap: $4m · RC assays expected: End of August 2026 · Diamond core assays expected: September 2026 (confidence: medium)
• DYM — Divestment of Gold Assets for up to $3.5 Million plu royalty · DYM · link
  • 💰 Upfront cash consideration: $500,000 · Upfront equity consideration: $1.0 million in CZN shares · Total potential deal value: $3.5 million plus 1.5% NSR royalty · Deferred milestones: $2.0 million on gold MRE thresholds (150k & 300k oz @ 0.5g/t+) (confidence: high)
• MNE — Maiden Prospective Resource Estimate - Aberfeldy Prospect · MNE · link
  • 💰 Aberfeldy Mean Prospective Resource (Oil scenario): 52.6 MMbbl oil + 54 PJ gas · Aberfeldy Mean Prospective Resource (Gas scenario): 26.2 MMbbl oil + 142 PJ gas · Chance of geological discovery (Pg): 25% · Chance of development (Pd): 55% (confidence: medium)
• PR1 — Fmr Chief Royal Australian Navy Appointed PR1 Advisory Board · PR1 · link
  • 💰 Advisory Board Member: Vice Admiral Michael Noonan AO (Ret), former Chief RAN · Appointment Term: 12 months · Strategic Focus: Defence Materials Platform, Garnet Hills abrasives, TEMPERON™ thermal management · Network Alignment: AUKUS Pillar II, ASCA, DSTG, ADF, Five Eyes (confidence: medium)
• SLS — Multiple Wide Cu Intercepts Continue to Grow Nanadie · SLS · link
  • 💰 Cu intercepts: 51m @ 1.03%, 97m @ 0.57%, 30m @ 1.15%, 35m @ 0.87% · Strike length: ~1.2 km · Current MRE: 40.4Mt @ 162kt Cu, 130koz Au · Pending assays: 40+ RC and diamond holes (confidence: high)
• TOR — New High Grade Zones confirm Strong Growth Potential · TOR · link
  • 💰 Observation intercept: 2.7m @ 5.20 g/t Au (peak 29.97 g/t Au) · HHH intercept: 1.0m @ 20.90 g/t Au (peak 33.76 g/t Au) · Observation MRE: 25 koz Au at 3.8 g/t · Paris MRE: 253 koz Au at 3.8 g/t (confidence: high)
• EXR — Regionally impactful flow testing at Lorelle-3H · EXR · link
  • 💰 Peak flow rate: 10.4 mmscfd (~13 TJd) + 10 bbls/d condensate · Stable 12h average: 2.35 mmscfd (3 TJd) + 6 bbls/d · Gas composition: 1% CO₂, ~10% ethane, ~4% propane; 1.21 TJ/mmscf conversion · Condensate API: 47.8° (confidence: high)
• DYM — CZN: Tenure acquisition to expand Chalice · DYM · link
• TMX — Investor Presentation Diggers & Dealers Kalgoorlie · TMX · link

⏭️ Non-sensitive announcements (watchlist)

9 announcement(s) across 7 ticker(s): 14D, BC8, CDR, CXO, LTR, NXM, PEN

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

Volume: yfinance (2026-07-31) · Flow: Market Lens (live, 2026-07-29)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-29 (T-3) vs each name's own trailing baseline · 5 spike(s) out of 81 institutional name(s).

• HLS 🔥🔥 Flow surge (≥5× baseline) 12.5× · today $449k vs base $36k (5 sess)
  • 🔐 Free-float: net-bought 2660912.59% of tradeable register today · Top-20 98% (conf: medium)
  • 🌱 Momentum: COILED · 5d +7.1% · 20d +0.0% · 64% off high · RSI 48 · 1d up
  • 🧠 Why: # HLS Institutional Accumulation Analysis

Likely driver: The rapid substantiality filings (becoming and ceasing holder within 24 hours on 7 Jul, then another cessation on 10 Jul) suggest active portfolio repositioning among major shareholders, creating a forced liquidity event that institutions may be exploiting to accumulate at depressed levels—HLS is still -64% from its 252-day high despite a +7% 5-day bounce, and the extremely tight free float (1.7%, top 20 own 98%) amplifies the impact of even modest buying.

Single biggest risk: The catalyst chain is ambiguous—those filings could signal distress selling or outright delisting risk rather than accumulation opportunity, and with RSI at 48 (neutral) and 20-day returns flat, the +7% 5-day move may simply be technical bounce off oversold conditions rather than institutional conviction. If the substantiality changes reflect forced liquidation by a major holder, further selling pressure could easily reverse the current accumulation.

• AEE 🔥 Flow spike (≥2.5× baseline) 3.9× · today $234k vs base $59k (5 sess)
  • 🔐 Free-float: net-bought 1.74% of tradeable register today · Top-20 83% (conf: medium)
  • ↗️ Momentum: UPTREND · 5d +20.0% · 20d +14.3% · 56% off high · RSI 64 · 1d up
  • 🧠 Why: # AEE Institutional Accumulation Analysis

Most Likely Reason for Institutional Buying: Institutions are likely accumulating AEE ahead of a structural regulatory tailwind—Swedish nuclear legislation enacted on 2026-07-16 probably de-risks or accelerates nuclear power projects in Sweden, and AEE appears positioned as a beneficiary (given the ticker suggests energy/nuclear exposure). The 3.9× spike in institutional buying coincides with this catalyst, and the stock's 20% 5-day rally suggests early-stage trend confirmation as the market reprices growth/revenue visibility under new regulatory clarity.

Single Biggest Risk to This Read: The free-float is extremely tight (17.2% public, 82.8% top-20 holders), meaning institutions now own only ~1.7% of tradeable shares—this severely limits the magnitude of further institutional accumulation and creates acute liquidity/exit risk if the thesis deteriorates or sentiment reverses; a regulatory setback or missed execution on nuclear projects would hit a shallow buy-side queue hard. Additionally, at RSI 63.6 and 55% off the 252-high, valuation assumption embedded in this move is untested.

• G50 🔥🔥 Flow surge (≥5× baseline) 8.4× · today $214k vs base $25k (5 sess)
  • 🔐 Free-float: net-bought 0.62% of tradeable register today · Top-20 68% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -18.2% · 20d -12.9% · 44% off high · RSI 53 · 1d up
  • 🧠 Why: # G50 Institutional Accumulation Analysis

Most Likely Reason for Buying: Institutions are accumulating ahead of the A$26.25m capital raise (29 Jul) and technical exploration milestone (Golconda gallium grade improvement on 15 Jul), positioning for a potential re-rating once drilling results validate the low-cost processing breakthrough. The 8.4x spike in institutional buying volume three days post-raise announcement, combined with a tight free float (32% public, 68% top-20 holders), suggests sophisticated players are front-running newsflow while shares remain relatively illiquid and depressed 44% from 252-day highs.

Biggest Risk to This Read: The stock is in active downtrend (-18% in 5d, -13% in 20d) despite positive technical news, indicating either fundamental skepticism about gallium economics, execution risk on the drilling program, or that the capital raise itself signals dilution concerns outweighing the exploration upside—institutions could be positioning for a bounce rather than a sustained re-rating, leaving them vulnerable if exploration results disappoint or the company signals further capital needs.

• LTR 🔥 Flow spike (≥2.5× baseline) 3.7× · today $5.0M vs base $1.3M (5 sess)
  • 🔐 Free-float: net-bought 0.49% of tradeable register today · Top-20 63% (conf: high)
  • 📉 Momentum: DOWNTREND · 5d -18.6% · 20d -43.4% · 63% off high · RSI 18
  • 🧠 Why: ## LTR: Institutional Accumulation Analysis

Most Likely Reason: Institutions are likely accumulating into weakness following the late-July quarterly clarification, betting on a reversal from deeply oversold technical conditions (RSI 14.6, down 63% from 252-week high, -43% over 20 days). The 3.7x spike in institutional net buying against a tight free float (36.5%) and high top-20 concentration (63.5%) suggests conviction that the June quarter disclosure has removed uncertainty and positioned the stock for recovery, particularly given the stock's proximity to capitulation lows.

Biggest Risk to This Read: The clarification announcement on 29 July has failed to arrest the downtrend materially—price momentum remains deeply negative through the spike date (3 August)—which could indicate the disclosed information was actually a disappointment rather than a relief, and institutions may be catching a falling knife rather than buying a recoverable dislocation. Without access to the actual presentation content or earnings surprise magnitude, it's impossible to confirm whether this spike represents conviction or is instead front-running a continuation lower once sentiment fully reprices.

• APX 🔥🔥 Flow surge (≥5× baseline) 8.3× · today $2.7M vs base $326k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +45.7% · 20d +29.2% · 37% off high · RSI 75 · 3d up
  • 🧠 Why: # APX Institutional Accumulation Analysis

Most Likely Driver: Institutions are accumulating APX following the July 29 Q2 FY26 cashflow report, likely signaling improved operational metrics or strengthened balance-sheet position that wasn't priced into the market. The 8.3x spike in institutional buying (net $2.7M today vs. $326K baseline) within 3 trading days of the Appendix 4C release suggests the market is repricing near-term cash generation or runway materially upward.

Biggest Risk to This Read: The RSI of 74.8 and +45.7% five-day rally indicate the stock is deeply overbought and may be experiencing speculative momentum rather than fundamental accumulation; if the Q2 cashflow data was merely "in line" rather than exceptional, the spike could reverse sharply on profit-taking or disappointing FY27 guidance. The lack of free-float data also prevents confirmation that institutions are building material positions vs. short-term tactical flows.

⭐ Tier 1 — confluence + catalyst

• AIS · FY27 Guidance - Investing in next phase growth
  • ↗️ Momentum: UPTREND · 5d +6.6% · 20d +6.6% · 40% off high · RSI 58 · 3d up
  • rule: resource-specialist flow 0.23× ADV + price-sensitive announcement
  • 5d broker flow — inst $+1,107,409, retail $+2,976,732, mm $+13,421
  • yesterday vol 1.6× avg ($6,201,107 $-vol)
  • net +$758,440, buy ratio 96% (2026-07-29)
  • price-sensitive announcement: FY27 Guidance - Investing in next phase growth
• DYM · Divestment of Gold Assets for up to $3.5 Million plu royalty
  • rule: cross-group flow: resource 2.85× ADV banks 2.85× ADV + price-sensitive announcement
  • 5d broker flow — inst $+21,128, retail $+10,564, mm $+0
  • price-sensitive announcement: Divestment of Gold Assets for up to $3.5 Million plu royalty
• EXR · Regionally impactful flow testing at Lorelle-3H
  • 📉 Momentum: DOWNTREND · 5d -21.9% · 20d -34.8% · 55% off high · RSI 19
  • rule: cross-group flow: resource 0.41× ADV banks 0.56× ADV + price-sensitive announcement
  • 5d broker flow — inst $+296,054, retail $+182,070, mm $+5,162
  • yesterday vol 1.8× avg ($529,634 $-vol)
  • price-sensitive announcement: Regionally impactful flow testing at Lorelle-3H

🏦 Institutional confluence (pre-positioning)

• APX 🔥🔥 Flow surge (≥5× baseline) 8.3×
  • 🚀 Momentum: EXTENDED · 5d +45.7% · 20d +29.2% · 37% off high · RSI 75 · 3d up
  • rule: cross-group flow: resource 0.16× ADV banks 1.57× ADV
  • 5d broker flow — inst $+3,437,618, retail $+2,482,488, mm $+62,440
  • yesterday vol 3.9× avg ($11,998,123 $-vol)
  • net +$127,046, buy ratio 81% (2026-07-29)
• +21 steady institutional name(s) (no flow spike): ALR, AW1, BOA, BUX, CPO, CXO, DEV, DM1, GNM, LKY, MGU, MTM, NC6, PNN, RAP, RNU, SNX, VMM, WA1, WC8, WIN

🎯 Resource-specialist flow

• G50 🔥🔥 Flow surge (≥5× baseline) 8.4×
  • 📉 Momentum: DOWNTREND · 5d -18.2% · 20d -12.9% · 44% off high · RSI 53 · 1d up
  • rule: resource-specialist flow 1.83× ADV
  • 5d broker flow — inst $+248,903, retail $+177,620, mm $+210
  • yesterday vol 2.5× avg ($402,730 $-vol)
  • net +$213,989, buy ratio 99% (2026-07-29)
• LTR 🔥 Flow spike (≥2.5× baseline) 3.7×
  • 📉 Momentum: DOWNTREND · 5d -18.6% · 20d -43.4% · 63% off high · RSI 18
  • rule: resource-specialist flow 0.14× ADV
  • 5d broker flow — inst $+8,004,725, retail $+24,212,146, mm $+4,616,362
  • net +$4,956,942, buy ratio 92% (2026-07-29)
• +13 steady institutional name(s) (no flow spike): ABX, AON, APC, AYA, BRN, CPN, GDM, LRV, OD6, OR3, PDN, SER, SGQ

🏦 Investment-bank flow

• HLS 🔥🔥 Flow surge (≥5× baseline) 12.5×
  • 🌱 Momentum: COILED · 5d +7.1% · 20d +0.0% · 64% off high · RSI 48 · 1d up
  • rule: investment-bank flow 0.33× ADV
  • 5d broker flow — inst $+450,012, retail $+335,219, mm $+0
  • net +$17,875, buy ratio 100% (2026-07-29)
• AEE 🔥 Flow spike (≥2.5× baseline) 3.9×
  • ↗️ Momentum: UPTREND · 5d +20.0% · 20d +14.3% · 56% off high · RSI 64 · 1d up
  • rule: investment-bank flow 0.72× ADV
  • 5d broker flow — inst $+388,094, retail $+0, mm $+29,820
  • yesterday vol 3.4× avg ($1,095,758 $-vol)
• +38 steady institutional name(s) (no flow spike): AAJ, ALM, ARR, ATT, CBA, CRR, CUV, CY5, DRE, EGR, EIQ, GAL, GCM, GL1, GRR, GT1, HVY, ILA, IMU, IVZ, KAR, KLI, LAC, LKE, LOT, MAY, MEM, MNE, NVU, ONE, RCM, SGA, SLS, SPD, TLG, TM1, TOR, ZMI

🛒 Retail-only flow

• AAU
  • rule: retail flow 0.35× ADV
  • 5d broker flow — inst $+0, retail $+14,358, mm $+0
• AR3
  • rule: retail flow 1.60× ADV
  • 5d broker flow — inst $-5,166, retail $+73,039, mm $+2,061
• AR9
  • 📉 Momentum: DOWNTREND · 5d -10.3% · 20d -31.6% · 76% off high · RSI 13
  • rule: retail flow 2.19× ADV
  • 5d broker flow — inst $+0, retail $+82,100, mm $+2,217
  • yesterday vol 2.4× avg ($88,032 $-vol)
• ARU
  • 📉 Momentum: DOWNTREND · 5d -7.7% · 20d -28.0% · 62% off high · RSI 24 · 1d up
  • rule: retail flow 1.34× ADV
  • 5d broker flow — inst $+181,302, retail $+8,010,699, mm $+26,802
  • yesterday vol 2.1× avg ($12,365,639 $-vol)
• CNJ
  • rule: retail flow 2.43× ADV
  • 5d broker flow — inst $+0, retail $+8,022, mm $+1,128
• CTO
  • rule: retail flow 1.23× ADV
  • 5d broker flow — inst $-3,475, retail $+24,153, mm $+2,259
  • net +$2,331, buy ratio 100% (2026-07-29)
• DTR
  • rule: retail flow 0.71× ADV
  • 5d broker flow — inst $-23,464, retail $+988,919, mm $+12,998
• EMT
  • rule: retail flow 3.10× ADV
  • 5d broker flow — inst $-6,128, retail $+15,015, mm $+0
• FDR
  • ↗️ Momentum: UPTREND · 5d -9.5% · 20d +17.5% · 49% off high · RSI 47 · 2d up
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $+8,621, retail $+216,922, mm $+3,120
• IMI
  • rule: retail flow 0.47× ADV
  • 5d broker flow — inst $+0, retail $+3,583, mm $+0
• KTA
  • rule: retail flow 2.24× ADV
  • 5d broker flow — inst $+0, retail $+66,169, mm $+6,113
• LNQ
  • 🚀 Momentum: EXTENDED · 5d +25.9% · 20d +6.2% · 53% off high · RSI 74 · 2d up
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $+0, retail $+17,976, mm $+629
  • yesterday vol 2.3× avg ($67,890 $-vol)
• MML
  • rule: retail flow 0.56× ADV
  • 5d broker flow — inst $+0, retail $+11,291, mm $+0
• MQR
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $+0, retail $+3,325, mm $+0
• MSB
  • ↘️ Momentum: PULLBACK · 5d -7.7% · 20d -0.5% · 33% off high · RSI 38 · 1d up
  • rule: retail flow 0.53× ADV
  • 5d broker flow — inst $+141,364, retail $+4,266,651, mm $+917,224
  • net +$37,791, buy ratio 100% (2026-07-29)
• NVX
  • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -6.5% · 86% off high · RSI 29
  • rule: retail flow 0.79× ADV
  • 5d broker flow — inst $-7,925, retail $+416,981, mm $+3,740
• OKJ
  • rule: retail flow 3.53× ADV
  • 5d broker flow — inst $-5,599, retail $+3,360, mm $+0
• OM1
  • rule: retail flow 4.96× ADV
  • 5d broker flow — inst $+0, retail $+25,683, mm $+0
• PEN
  • 📉 Momentum: DOWNTREND · 5d +12.2% · 20d -29.5% · 73% off high · RSI 31 · 1d up
  • rule: retail flow 1.55× ADV
  • 5d broker flow — inst $-1,292, retail $+1,061,228, mm $+7,867
  • yesterday vol 2.8× avg ($1,839,165 $-vol)
  • net $719, buy ratio 0% (2026-07-29)
• RDS
  • rule: retail flow 0.86× ADV
  • 5d broker flow — inst $+0, retail $+3,500, mm $+0
• REE · REE Mobilises Field Crews Ahead of Maiden Khaleesi Drilling
  • rule: retail flow 1.02× ADV
  • 5d broker flow — inst $-528, retail $+30,438, mm $+383
  • price-sensitive announcement: REE Mobilises Field Crews Ahead of Maiden Khaleesi Drilling
• RML
  • 📉 Momentum: DOWNTREND · 5d -11.1% · 20d -18.4% · 65% off high · RSI 42 · 1d up
  • rule: retail flow 0.23× ADV
  • 5d broker flow — inst $+4,190, retail $+102,877, mm $+23,621
• RMX
  • rule: retail flow 1.27× ADV
  • 5d broker flow — inst $+0, retail $+19,828, mm $+1,902
• SNM
  • rule: retail flow 0.90× ADV
  • 5d broker flow — inst $-1,899, retail $+50,246, mm $+830
  • net $1,899, buy ratio 48% (2026-07-29)
• SYR
  • 🌱 Momentum: COILED · 5d +0.0% · 20d -4.3% · 79% off high · RSI 43
  • rule: retail flow 0.35× ADV
  • 5d broker flow — inst $-5,189, retail $+179,107, mm $+340,209
  • net $1,935, buy ratio 0% (2026-07-29)
• ZEU
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $-608, retail $+2,926, mm $+98
  • net $608, buy ratio 0% (2026-07-29)

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

• BM8
  • rule: market-maker flow 0.08× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,046
• GTI
  • rule: market-maker flow 0.01× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+85
• QEM · QEM to Proceed with Acquisition
  • rule: market-maker flow 0.23× ADV
  • 5d broker flow — inst $-2,431, retail $-2,431, mm $+1,052
  • price-sensitive announcement: QEM to Proceed with Acquisition
• RIE
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $-17,642, retail $-4,410, mm $+95
• SRN
  • rule: market-maker flow 0.58× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+2,100
• T3D
  • rule: market-maker flow 0.01× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+151
• XPN
  • rule: market-maker flow 0.08× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+400

❓ Below thresholds

• 14D
  • 📉 Momentum: DOWNTREND · 5d -20.6% · 20d -38.3% · 69% off high · RSI 28
  • rule: flow below classification thresholds
  • yesterday vol 1.6× avg ($2,065,845 $-vol)
• 4DX
  • 📉 Momentum: DOWNTREND · 5d +16.7% · 20d -14.6% · 47% off high · RSI 42 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,823,451, retail $+2,077,218, mm $+14,704
• ACW
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,960, retail $+51,285, mm $+4,466
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+39,474, retail $+29,734, mm $+0
• AGY
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+20,723, retail $+96,229, mm $+1,955
• AR1 · Binding Proposal to Acquire Hammer Metals
  • 📉 Momentum: DOWNTREND · 5d -1.6% · 20d -12.7% · 61% off high · RSI 52
  • rule: flow below classification thresholds
  • yesterday vol 1.7× avg ($493,253 $-vol)
  • price-sensitive announcement: Binding Proposal to Acquire Hammer Metals
• ASN · Anson Wins Bid for FFSL Mineral Rights at Green River
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +0.0% · 62% off high · RSI 50 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,826, retail $+40,667, mm $+19,149
  • price-sensitive announcement: Anson Wins Bid for FFSL Mineral Rights at Green River
• AT4
  • ↗️ Momentum: UPTREND · 5d +19.5% · 20d +44.1% · 78% off high · RSI 69 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+135,855, retail $+625,071, mm $+18,225
  • net $434, buy ratio 50% (2026-07-29)
• ATV
  • 📉 Momentum: DOWNTREND · 5d -6.2% · 20d -31.8% · 66% off high · RSI 19 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+24,203, retail $+21,771, mm $+2,649
• BC8
  • ↘️ Momentum: PULLBACK · 5d +2.3% · 20d -6.8% · 44% off high · RSI 48 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+373,239, retail $+938,343, mm $+315,744
• BUS
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+248, retail $+0, mm $+0
  • net +$248, buy ratio 100% (2026-07-29)
• CBE
  • 📉 Momentum: DOWNTREND · 5d +2.0% · 20d -28.8% · 30% off high · RSI 48 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+134,248, retail $+228,443, mm $+10,538
• CDR · Reinstatement to Quotation
  • rule: flow below classification thresholds
  • price-sensitive announcement: Reinstatement to Quotation
• CU6
  • ↗️ Momentum: UPTREND · 5d +0.9% · 20d +7.2% · 58% off high · RSI 48 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+414,326, retail $+5,568,872, mm $+399,717
  • net +$12,045, buy ratio 100% (2026-07-29)
• CUF
  • 📉 Momentum: DOWNTREND · 5d -7.1% · 20d -14.8% · 29% off high · RSI 41
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,894, retail $+115,229, mm $+2,338
  • net +$1,571, buy ratio 100% (2026-07-29)
• DRO
  • 📉 Momentum: DOWNTREND · 5d -16.9% · 20d -29.7% · 74% off high · RSI 22
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,997,323, retail $+29,841,367, mm $+2,093,677
  • yesterday vol 2.0× avg ($33,385,036 $-vol)
  • net +$71,467, buy ratio 53% (2026-07-29)
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+3,412, retail $+0, mm $+0
• EMV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,995, retail $+18,195, mm $+51
• EVR
  • 📉 Momentum: DOWNTREND · 5d -20.0% · 20d -33.3% · 71% off high · RSI 29
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,398, retail $+12,191, mm $+0
  • yesterday vol 3.0× avg ($58,498 $-vol)
• EYE
  • ↗️ Momentum: UPTREND · 5d +4.0% · 20d +23.8% · 33% off high · RSI 58 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,032, retail $+15,929, mm $+2,871
  • yesterday vol 2.2× avg ($75,310 $-vol)
• FMG
  • 🌱 Momentum: COILED · 5d -0.3% · 20d +0.8% · 19% off high · RSI 45
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,153,418, retail $+23,986,613, mm $+7,293,864
  • yesterday vol 2.3× avg ($220,243,144 $-vol)
• GA8
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,335, retail $+52,353, mm $+314
• IOV
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,219, retail $+281,067, mm $+0
• KRR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,850, retail $+125,192, mm $+12,238
• LIN
  • 〰️ Momentum: NEUTRAL · 5d +8.3% · 20d -18.3% · 22% off high · RSI 47 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+292,115, retail $+3,879,314, mm $+1,010,102
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+0, mm $+4,201
• LRD
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-34, retail $-17, mm $+0
• LSR
  • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d -10.0% · 82% off high · RSI 50
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,532, retail $+5,278, mm $+1,472
  • yesterday vol 1.7× avg ($91,992 $-vol)
  • net $4,000, buy ratio 0% (2026-07-29)
• LYC
  • 📉 Momentum: DOWNTREND · 5d -4.7% · 20d -22.7% · 36% off high · RSI 23 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,733,805, retail $+12,357,622, mm $+8,289,584
  • net +$588,858, buy ratio 60% (2026-07-29)
• MRD
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,776, retail $+37,666, mm $+420
• NEU
  • ↗️ Momentum: UPTREND · 5d +9.4% · 20d +7.5% · 18% off high · RSI 66 · 5d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+823,139, retail $+938,557, mm $+17,235
• NPM · Change in substantial holding
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-12,812, retail $+0, mm $+0
  • price-sensitive announcement: Change in substantial holding
• NXT
  • 🌱 Momentum: COILED · 5d -0.4% · 20d -0.4% · 26% off high · RSI 49 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,167,745, retail $+13,138,321, mm $+0
  • yesterday vol 2.1× avg ($74,571,670 $-vol)
• ODE
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,564, retail $+71,519, mm $+3,927
  • net $127, buy ratio 0% (2026-07-29)
• PLS
  • 📉 Momentum: DOWNTREND · 5d +0.2% · 20d -20.6% · 38% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,362,659, retail $+24,213,841, mm $+93,355
  • net +$856,912, buy ratio 53% (2026-07-29)
• PPS
  • 🌱 Momentum: COILED · 5d +9.8% · 20d +5.1% · 21% off high · RSI 51 · 1d up
  • rule: flow below classification thresholds
  • yesterday vol 2.1× avg ($1,583,475 $-vol)
• PR1 · Fmr Chief Royal Australian Navy Appointed PR1 Advisory Board
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,295, retail $+0, mm $+78
  • price-sensitive announcement: Fmr Chief Royal Australian Navy Appointed PR1 Advisory Board
• QXR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-62, retail $+0, mm $+0
• RNX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+1, mm $+0
• SHN · RC Drilling Commenced at Sybil Epithermal Gold Project
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +3.5% · 36% off high · RSI 57 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: RC Drilling Commenced at Sybil Epithermal Gold Project
• SLM
  • 📉 Momentum: DOWNTREND · 5d +0.0% · 20d -18.4% · 41% off high · RSI 37 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+47,567, retail $+209,864, mm $+395
  • net +$15,623, buy ratio 100% (2026-07-29)
• TMX · Investor Presentation Diggers & Dealers Kalgoorlie
  • rule: flow below classification thresholds
  • price-sensitive announcement: Investor Presentation Diggers & Dealers Kalgoorlie
• WBT
  • 📉 Momentum: DOWNTREND · 5d -17.8% · 20d -45.2% · 50% off high · RSI 14 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+417,948, retail $+5,298,552, mm $+20,072
  • net +$123,833, buy ratio 54% (2026-07-29)
• WC1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,179, retail $+16,778, mm $+0

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 26 session(s) running, +$18,469,463 cumulative
• PLS — Resource specialists net buy 24 session(s) running, +$25,670,281 cumulative
• LYC — Resource specialists net buy 22 session(s) running, +$17,334,359 cumulative
• FMG — Resource specialists net buy 16 session(s) running, +$16,110,692 cumulative
• PDN — Resource specialists net buy 7 session(s) running, +$5,016,976 cumulative
• 4DX — Resource specialists net buy 6 session(s) running, +$1,880,419 cumulative
• LRV — Resource specialists net buy 6 session(s) running, +$1,298,267 cumulative
• APX — Resource specialists net buy 5 session(s) running, +$900,332 cumulative
• DRO — Resource specialists net buy 3 session(s) running, +$1,064,887 cumulative
• WC8 — Resource specialists net buy 3 session(s) running, +$324,729 cumulative

Scanned 184 tickers · 30 spike(s) · 101 filtered (low $-vol) · 4 yfinance error(s)