📊 4 Aug 2026 (Tue) — Daily Brief

Generated 2026-08-04 20:21 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 45 watchlist match(es) · 15 price-sensitive

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

• LIN — Ceasing to be a substantial holder · LIN · link
  • 💰 Substantial holder: UBS Group AG ceased 31-Jul-26 · Net trading activity 30-Jul to 31-Jul: ~5.5m shares bought, ~7.9m shares sold (mixed positions) · Market cap: $1,433m · Cash on hand: $107.9m (confidence: high)
• CXO — Receipt of Tranche 2 Convertible Note Funds · CXO · link
  • 💰 Tranche 2 proceeds: US$44m (A$62m) · Total convertible facility: US$70m · Total funding package: A$120m equity + US$70m convertibles + US$50m debt · Cash on hand post-receipt: ~A$244m (confidence: high)
• CBA — Ceasing to be a substantial holder for AFG · CBA · link
  • 💰 cessation_date: 31 July 2026 · notice_date: 4 August 2026 · target: Australian Finance Group Ltd (AFG) (confidence: high)
• WBT — Change in substantial holding · WBT · link
  • 💰 Market cap: $1,053m · Cash on hand: $167.4m · 20-day share price move: -42% · 5-day share price move: -19% (confidence: low)
• MGU — Change in substantial holding · MGU · link
  • 💰 Previous holding: 190.0M shares (5.95%) · Current holding: 244.45M shares (7.61%) · Shares acquired: 54.45M shares · Total consideration: $418,085 (confidence: high)
• ALM — First Assays from 2026 Infill Drilling at Briggs · ALM · link
  • 💰 Cu grade (hole average): 0.15–0.17% · Cu grade (selected intervals): 0.22–0.25% · Holes completed: 3 of 80 planned (infill to PFS) · 2026 infill drilling metres: ~12,500m target by EOY (confidence: high)
• MTM — First Commercial FJH Technology Services Agreement · MTM · link
  • 💰 Phase-1 cash consideration: US$1.4m (~A$2.0m) over 12 months · Upfront payment: US$500k · Quarterly fees: US$225k × 4 · Equity component: 20m ECT options @ A$0.18 (12-month expiry) (confidence: high)
• LML — Drilling confirms mineralised system at Minbrie, SA · LML · link
  • 💰 AC drilling metres: 1632m across 25 holes · Eagle Ridge intercept (MBAC022): 6m @ 0.26% Pb, 0.22% Zn from 90m · Historic discovery hole (BUDD192): 29.5m @ 0.8% Cu, 7.5% Pb, 1.9% Zn, 9g/t Ag · Untested strike at Eagle Ridge: ~1.7km (confidence: medium)
• OD6 — OD6 COMPLETES ACQUISITION OF HIGH-GRADE QUINN PROJECT · OD6 · link
  • 💰 acquisition_consideration: A$200,000 (A$100,000 cash + A$100,000 shares) · claim_position: 226 mining claims (~1,890 hectares) · mineralised_corridor: 8km confirmed · fluorspar_purity: >97% CaF₂ (Acidspar potential) (confidence: high)
• IOV — Operating runway extended · IOV · link
  • 💰 Capital raised (options): $612,498 · Operating runway extension: 6 months to Dec-2027 · Shares on issue: 133.6m · Board/mgmt ownership (fully diluted): ~35% (confidence: high)
• VFY — FY26 Appendix 4G · VFY · link
  • 💰 Market cap: $281m · Cash on hand: $26.1m · FY26 period ended: 30 June 2026 (confidence: low)
• VFY — FY26 Full Year Results Presentation · VFY · link
  • 💰 Market cap: $281m · Cash on hand: $26.1m · 20-day pre-announcement run-up: +21% · 5-day pre-announcement run-up: +16% (confidence: low)
• GL1 — Manna Lithium Project MDCP now approved · GL1 · link
  • 💰 Manna Mineral Resource: 51.6 Mt @ 1.0% Li2O · Manna Ore Reserve: 19.4 Mt @ 0.91% Li2O · Mine Life: 14+ years · FID Target: Q4 2026 (confidence: high)
• LOT — Change in substantial holding · LOT · link
  • 💰 JPMorgan voting power: 8.24% (down from 9.25%) · Shares held: 22.53m ordinary shares · Change in holding: -2.75m shares (-1.01%) · Market cap: $103m (confidence: high)
• DRO — Change in substantial holding · DRO · link
  • 💰 JPMorgan voting power: 6.68% (up from 5.15%) · Shares acquired: 14,145,356 ordinary shares · Securities on loan: 38.2M shares · Announcement date: 30 July 2026 (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

30 announcement(s) across 20 ticker(s): AR3, ARR, ASN, ATV, CBA, CXO, EDE, GT1, LML, MGU, MML, MTM, OD6, QEM, RAP, SLS, SNX, TLG, VFY, WC8

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

Volume: yfinance (2026-08-03) · Flow: Market Lens (live, 2026-07-30)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-07-30 (T-3) vs each name's own trailing baseline · 8 spike(s) out of 83 institutional name(s).

• RML 🔥 Flow spike (≥2.5× baseline) 4.7× · today $159k vs base $34k (5 sess)
  • 🔐 Free-float: net-bought 5.86% of tradeable register today · Top-20 56% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d -11.4% · 20d -22.0% · 66% off high · RSI 38
  • 🧠 Why: # RML Institutional Accumulation Analysis

Most Likely Driver:
Institutions are likely accumulating ahead of catalytic clarity on the July 17 White House FAST-41 status award—a rare federal infrastructure acceleration designation that de-risks permitting timelines for Resolution's projects. The July 30 substantial holder exit may have cleared overhang, freeing up supply just as the stock trades 66% below its 252-day high on oversold technicals (RSI 37.5), creating a perceived asymmetric risk-reward for long-term thesis players willing to absorb near-term momentum weakness.

Biggest Risk to This Read:
The stock is in active downtrend (−22% over 20 days) with very tight free float (43.8%) concentrated in top-20 holders (56.1%), meaning institutional accumulation could simply reflect forced buying to meet index mandates or tracking requirements rather than genuine conviction—and any execution misstep or subsequent negative project announcement could trigger a liquidity crunch as holders exit a stock with thin public float.

• AEE 🔥 Flow spike (≥2.5× baseline) 3.2× · today $300k vs base $95k (5 sess)
  • 🔐 Free-float: net-bought 2.33% of tradeable register today · Top-20 83% (conf: medium)
  • ↗️ Momentum: UPTREND · 5d +15.0% · 20d +15.0% · 57% off high · RSI 64
  • 🧠 Why: # AEE Institutional Accumulation Analysis

Most Likely Driver:
Institutions are accumulating ahead of near-term clarity on Swedish nuclear energy exposure—the 16 July legislation enactment is directly relevant to AEE's operating environment, and the 3.2x spike in institutional buying (T-3 lagged to ~1 Aug) suggests funds positioned before material developments or regulatory clarifications emerged post-announcement. The stock's 15% 5-day and 20-day returns, combined with RSI of 63.6, indicate momentum is being used tactically to accumulate into strength while the register remains tight (17% free float, top-20 holds 83%).

Single Biggest Risk:
The catalyst itself is opaque—"Swedish Nuclear Legislation Enacted" is vague and doesn't specify whether the law is pro-nuclear (tailwind) or merely opens/closes avenues AEE didn't expect. If the legislation proves neutral or tightens permitting/cost structures for AEE's specific projects, the momentum reverses sharply in a thin float, trapping late institutional buyers and triggering cascading redemptions. The 57% drawdown from 252-day high suggests institutions may be catching a falling knife, not riding a structural thesis.

• LRV 🔥 Flow spike (≥2.5× baseline) 2.6× · today $469k vs base $178k (5 sess)
  • 🔐 Free-float: net-bought 0.17% of tradeable register today · Top-20 55% (conf: high)
  • 〰️ Momentum: NEUTRAL · 5d +0.4% · 20d -9.0% · 27% off high · RSI 44 · 2d up
  • 🧠 Why: ## LRV Institutional Accumulation Analysis

Most likely reason: Institutions are accumulating ahead of material value inflection from the Hillgrove process plant commissioning (commenced 21 July), combined with optionality expansion from the Blockade Copper option exercise. The 2.6x spike in institutional buying with tight free float (45% public, top-20 holding 55%) suggests informed positioning before a production ramp or feasibility update that could materially re-rate the stock.

Biggest risk to this read: Hillgrove plant commissioning is inherently execution-heavy; if staged startup reveals capex blowouts, production delays, or metallurgical underperformance, the institutions' entry could rapidly reverse into capitulation selling, especially given the tightly held register offers limited natural bid support below current levels. Also monitor whether the 20-day return of -9% reflects early institutional distribution into this spike rather than accumulation.

• AYA 🔥🔥 Flow surge (≥5× baseline) 10.9× · today $2.3M vs base $206k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -27.9% · 20d -34.5% · 35% off high · RSI 23 · 2d up
  • 🧠 Why: # AYA Institutional Accumulation Analysis

Most Likely Reason: Institutions are likely accumulating into a deeply oversold, momentum-driven washout following the Northeast Georgia Health System go-live announcement (23 July). With RSI at 23.1, the stock down 34% from 252-day highs and in a sharp 5-day drawdown (-27.9%), this appears to be a contrarian accumulation at capitulation levels—potentially viewing the Salix customer win as strategically significant but currently undervalued by a market focused on near-term cash burn (evidenced by the quarterly report release on 29 July). The 10.9x spike in institutional net buying (2.25M shares vs. 206k baseline) suggests coordinated conviction buying into perceived panic selling.

Biggest Risk: The sharp 3-month downtrend and ultra-depressed RSI may reflect deteriorating unit economics, cash runway concerns, or customer concentration risk that the Salix win has not yet offset operationally—if the quarterly report shows material cash burn acceleration or customer churn, today's accumulation could prove premature and the stock may re-test lows as institutions exit their positions.

• LIN 🔥🔥 Flow surge (≥5× baseline) 8.3× · today $1.4M vs base $163k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d -8.9% · 20d -14.4% · 23% off high · RSI 51
  • 🧠 Why: The 8.3x spike in institutional buying today almost certainly reflects a major holder exiting (the "ceasing to be substantial holder" announcement), which has likely freed up a large share register position that institutions are now stepping in to acquire at a discount. This is classic "strong hands" consolidation post-dilution or lock-up release—especially notable given the technical weakness (down 14% in 20 days) suggests the market punished recent news, creating a buy-the-weakness opportunity for institutions positioned to hold through the near-term overhang.

Biggest risk to this read: The ANSTO high-purity NdPr extraction announcement (15 July) should have been a catalyst, yet the stock has only deteriorated since then; if institutions are buying on faith in that tech milestone rather than on a genuine supply/demand register dynamic, they may be frontrunning a reality check on commercialization timelines or capex requirements that the market will reprice downward when the next quarterly or update lands.

• PLS 🔥🔥 Flow surge (≥5× baseline) 5.0× · today $12.5M vs base $2.5M (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -20.6% · 39% off high · RSI 34
• MTM 🔥 Flow spike (≥2.5× baseline) 4.0× · today $756k vs base $187k (5 sess)
• EXR 🔥 Flow spike (≥2.5× baseline) 3.3× · today $369k vs base $112k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d -42.1% · 20d -59.3% · 67% off high · RSI 16

⭐ Tier 1 — confluence + catalyst

• MTM · First Commercial FJH Technology Services Agreement 🔥 Flow spike (≥2.5× baseline) 4.0×
  • rule: cross-group flow: resource 0.24× ADV banks 1.38× ADV + price-sensitive announcement
  • 5d broker flow — inst $+1,469,909, retail $+36,069, mm $+445,476
  • net +$59,341, buy ratio 91% (2026-07-30)
  • price-sensitive announcement: First Commercial FJH Technology Services Agreement
• OD6 · OD6 COMPLETES ACQUISITION OF HIGH-GRADE QUINN PROJECT
  • ↗️ Momentum: UPTREND · 5d +20.0% · 20d -14.3% · 41% off high · RSI 58 · 2d up
  • rule: resource-specialist flow 0.21× ADV + price-sensitive announcement
  • 5d broker flow — inst $+38,195, retail $+25,762, mm $+4,394
  • price-sensitive announcement: OD6 COMPLETES ACQUISITION OF HIGH-GRADE QUINN PROJECT

🏦 Institutional confluence (pre-positioning)

• AYA 🔥🔥 Flow surge (≥5× baseline) 10.9×
  • 📉 Momentum: DOWNTREND · 5d -27.9% · 20d -34.5% · 35% off high · RSI 23 · 2d up
  • rule: cross-group flow: resource 0.26× ADV banks 0.81× ADV
  • 5d broker flow — inst $+3,119,132, retail $+191,954, mm $+183,052
  • yesterday vol 1.7× avg ($5,768,537 $-vol)
  • net +$430,241, buy ratio 70% (2026-07-30)
• EXR 🔥 Flow spike (≥2.5× baseline) 3.3×
  • 📉 Momentum: DOWNTREND · 5d -42.1% · 20d -59.3% · 67% off high · RSI 16
  • rule: cross-group flow: resource 0.46× ADV banks 1.97× ADV
  • 5d broker flow — inst $+664,970, retail $+183,910, mm $+0
  • yesterday vol 12.9× avg ($2,827,970 $-vol)
• +12 steady institutional name(s) (no flow spike): ALR, APX, CTO, DEV, MRD, NC6, RAP, RNU, SNX, WA1, WC8, WIN

🎯 Resource-specialist flow

• PLS 🔥🔥 Flow surge (≥5× baseline) 5.0×
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -20.6% · 39% off high · RSI 34
  • rule: resource-specialist flow 0.18× ADV
  • 5d broker flow — inst $+17,484,969, retail $+19,849,319, mm $+163,499
  • net +$12,534,184, buy ratio 97% (2026-07-30)
• LRV 🔥 Flow spike (≥2.5× baseline) 2.6×
  • 〰️ Momentum: NEUTRAL · 5d +0.4% · 20d -9.0% · 27% off high · RSI 44 · 2d up
  • rule: resource-specialist flow 0.51× ADV
  • 5d broker flow — inst $+806,516, retail $+1,162,232, mm $+1,094
  • net +$468,829, buy ratio 100% (2026-07-30)
• +17 steady institutional name(s) (no flow spike): ABX, AIS, AON, APC, AW1, BUS, BUX, CPN, DYM, G50, GDM, KRR, LTR, OKJ, OR3, SER, SGQ

🏦 Investment-bank flow

• LIN · Ceasing to be a substantial holder 🔥🔥 Flow surge (≥5× baseline) 8.3×
  • 〰️ Momentum: NEUTRAL · 5d -8.9% · 20d -14.4% · 23% off high · RSI 51
  • rule: investment-bank flow 0.23× ADV · holder-exit notice
  • 5d broker flow — inst $+1,642,144, retail $+4,507,729, mm $+628,343
  • price-sensitive announcement: Ceasing to be a substantial holder
• RML 🔥 Flow spike (≥2.5× baseline) 4.7×
  • 📉 Momentum: DOWNTREND · 5d -11.4% · 20d -22.0% · 66% off high · RSI 38
  • rule: investment-bank flow 0.39× ADV
  • 5d broker flow — inst $+163,595, retail $+86,560, mm $+47,730
• AEE 🔥 Flow spike (≥2.5× baseline) 3.2×
  • ↗️ Momentum: UPTREND · 5d +15.0% · 20d +15.0% · 57% off high · RSI 64
  • rule: investment-bank flow 1.29× ADV
  • 5d broker flow — inst $+688,118, retail $+0, mm $+25,893
• +50 steady institutional name(s) (no flow spike): AAJ, ALM, ARR, ATT, ATV, CBA, CBE, CPO, CRR, CUV, CXO, CY5, DRE, EGR, EIQ, EVR, EYE, GAL, GCM, GL1, GRR, GT1, HLS, HVY, ILA, IMU, IVZ, KAR, KLI, LAC, LKE, LKY, LOT, LRD, MAY, MEM, MGU, MNE, NVU, ONE, RCM, REE, SGA, SLM, SLS, SPD, TLG, TM1, TOR, ZMI

🛒 Retail-only flow

• AAU
  • rule: retail flow 0.41× ADV
  • 5d broker flow — inst $+0, retail $+14,358, mm $+0
• AR3
  • rule: retail flow 1.22× ADV
  • 5d broker flow — inst $+0, retail $+57,828, mm $+4,311
• AR9
  • rule: retail flow 2.74× ADV
  • 5d broker flow — inst $+0, retail $+108,466, mm $+2,451
• BRN
  • 📉 Momentum: DOWNTREND · 5d +8.7% · 20d -19.4% · 49% off high · RSI 38
  • rule: retail flow 2.02× ADV
  • 5d broker flow — inst $-5,644, retail $+1,245,272, mm $+50,685
  • net $2,709, buy ratio 0% (2026-07-30)
• CNJ
  • rule: retail flow 2.58× ADV
  • 5d broker flow — inst $+0, retail $+8,022, mm $+0
• DM1
  • rule: retail flow 0.61× ADV
  • 5d broker flow — inst $-3,298, retail $+3,902, mm $+0
• FDR
  • ↘️ Momentum: PULLBACK · 5d -5.8% · 20d +10.2% · 51% off high · RSI 48
  • rule: retail flow 0.53× ADV
  • 5d broker flow — inst $+8,621, retail $+177,078, mm $+1,454
• GA8
  • ↘️ Momentum: PULLBACK · 5d -1.8% · 20d -3.5% · 35% off high · RSI 32
  • rule: retail flow 1.29× ADV
  • 5d broker flow — inst $+1,335, retail $+58,542, mm $+216
  • yesterday vol 1.8× avg ($74,831 $-vol)
• IMI
  • rule: retail flow 0.51× ADV
  • 5d broker flow — inst $+0, retail $+3,583, mm $+0
• KTA
  • rule: retail flow 2.81× ADV
  • 5d broker flow — inst $+0, retail $+66,169, mm $+4,913
• LNQ
  • rule: retail flow 0.62× ADV
  • 5d broker flow — inst $+0, retail $+17,976, mm $+629
• MML
  • rule: retail flow 0.66× ADV
  • 5d broker flow — inst $+0, retail $+11,291, mm $+0
• MQR
  • rule: retail flow 0.33× ADV
  • 5d broker flow — inst $+0, retail $+3,325, mm $+0
• MSB
  • ↘️ Momentum: PULLBACK · 5d -5.1% · 20d -2.4% · 34% off high · RSI 35
  • rule: retail flow 0.67× ADV
  • 5d broker flow — inst $+161,232, retail $+5,421,430, mm $+1,020,382
  • net +$75,040, buy ratio 96% (2026-07-30)
• NVX
  • 📉 Momentum: DOWNTREND · 5d -3.5% · 20d -15.2% · 86% off high · RSI 29
  • rule: retail flow 0.80× ADV
  • 5d broker flow — inst $-3,669, retail $+392,054, mm $+4,738
  • net $5,894, buy ratio 0% (2026-07-30)
• OM1
  • rule: retail flow 4.85× ADV
  • 5d broker flow — inst $+0, retail $+25,683, mm $+576
• PEN
  • 📉 Momentum: DOWNTREND · 5d +10.2% · 20d -27.0% · 73% off high · RSI 30
  • rule: retail flow 1.35× ADV
  • 5d broker flow — inst $-12,486, retail $+923,819, mm $+3,724
  • net $11,194, buy ratio 0% (2026-07-30)
• QEM
  • rule: retail flow 1.08× ADV
  • 5d broker flow — inst $-2,431, retail $+4,449, mm $+1,052
• RDS
  • rule: retail flow 0.70× ADV
  • 5d broker flow — inst $+0, retail $+3,000, mm $+0
• SNM
  • 📉 Momentum: DOWNTREND · 5d -8.3% · 20d -17.5% · 36% off high · RSI 29
  • rule: retail flow 1.05× ADV
  • 5d broker flow — inst $-3,587, retail $+58,446, mm $+830
  • net $1,688, buy ratio 45% (2026-07-30)
• ZEU
  • rule: retail flow 0.61× ADV
  • 5d broker flow — inst $-608, retail $+2,926, mm $+98

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

• BM8
  • rule: market-maker flow 0.13× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,629
• GTI
  • rule: market-maker flow 0.01× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+85
• NPM
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+69
• RIE
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $+0, 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

❓ Below thresholds

• 4DX
  • ↗️ Momentum: UPTREND · 5d +20.7% · 20d -9.2% · 42% off high · RSI 51 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,492,585, retail $+1,958,823, mm $+14,704
  • net +$63,690, buy ratio 72% (2026-07-30)
• ACW
  • 〰️ Momentum: NEUTRAL · 5d -4.8% · 20d +8.1% · 43% off high · RSI 39
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,960, retail $+22,316, mm $+4,466
• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+12,218, retail $+14,491, mm $+2,699
• AGY
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+24,153, retail $+83,929, mm $+1,955
• AR1
  • 📉 Momentum: DOWNTREND · 5d -9.4% · 20d -17.1% · 64% off high · RSI 44
  • rule: flow below classification thresholds
  • yesterday vol 2.4× avg ($642,296 $-vol)
• ARU
  • 📉 Momentum: DOWNTREND · 5d -10.3% · 20d -30.0% · 64% off high · RSI 24
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+510,840, retail $+11,170,437, mm $+65,926
  • yesterday vol 1.5× avg ($9,207,378 $-vol)
  • net +$510,840, buy ratio 100% (2026-07-30)
• ASN
  • 🌱 Momentum: COILED · 5d +4.7% · 20d +4.7% · 61% off high · RSI 56 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+19,041, retail $+40,667, mm $+19,149
• AT4
  • 🚀 Momentum: EXTENDED · 5d +24.4% · 20d +41.7% · 77% off high · RSI 74 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+135,855, retail $+945,953, mm $+0
• BC8
  • 〰️ Momentum: NEUTRAL · 5d +0.0% · 20d -8.1% · 43% off high · RSI 50 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+424,618, retail $+782,019, mm $+318,080
  • net +$51,379, buy ratio 99% (2026-07-30)
• BMM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,346, retail $+0, mm $+0
• BOA
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,276, retail $-7,640, mm $+0
  • net +$3,176, buy ratio 67% (2026-07-30)
• CDR
  • 🚀 Momentum: EXTENDED · 5d +46.2% · 20d +90.0% · 5% off high · RSI 100 · 1d up
  • rule: flow below classification thresholds
  • yesterday vol 80.0× avg ($453,984 $-vol)
• CU6
  • ↗️ Momentum: UPTREND · 5d +5.8% · 20d -10.3% · 59% off high · RSI 48
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+414,326, retail $+3,600,076, mm $+2,215
• CUF
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,850, retail $+115,229, mm $+2,066
• DRO · Change in substantial holding
  • 📉 Momentum: DOWNTREND · 5d -12.7% · 20d -28.0% · 72% off high · RSI 29 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,515,677, retail $+23,090,735, mm $+2,247,915
  • yesterday vol 1.9× avg ($34,170,231 $-vol)
  • price-sensitive announcement: Change in substantial holding
• EDE
  • 📉 Momentum: DOWNTREND · 5d -14.3% · 20d -30.8% · 65% off high · RSI 25
  • rule: flow below classification thresholds
  • yesterday vol 2.1× avg ($196,257 $-vol)
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+3,412, retail $+0, mm $+0
• EMT
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-6,128, retail $-1,298, mm $+0
• EMV
  • 🌱 Momentum: COILED · 5d +0.0% · 20d +2.2% · 32% off high · RSI 55 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+10,405, retail $+12,785, mm $+51
• FMG
  • ↘️ Momentum: PULLBACK · 5d -5.3% · 20d -3.9% · 23% off high · RSI 30
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,225,543, retail $+23,048,475, mm $+4,225,218
  • yesterday vol 1.9× avg ($180,955,273 $-vol)
  • net +$72,125, buy ratio 56% (2026-07-30)
• GNM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,591, retail $+0, mm $+579
• IOV · Operating runway extended
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+7,219, retail $+113,356, mm $+0
  • price-sensitive announcement: Operating runway extended
• LML · Drilling confirms mineralised system at Minbrie, SA
  • rule: flow below classification thresholds
  • price-sensitive announcement: Drilling confirms mineralised system at Minbrie, SA
• LPM
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+0, mm $+4,201
• LSR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,532, retail $+27,185, mm $+1,472
• LYC
  • 📉 Momentum: DOWNTREND · 5d -5.6% · 20d -22.3% · 36% off high · RSI 23
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,728,242, retail $+9,558,992, mm $+1,432,874
  • net +$994,437, buy ratio 67% (2026-07-30)
• NEU
  • ↗️ Momentum: UPTREND · 5d +11.3% · 20d +11.7% · 15% off high · RSI 69 · 6d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,381,462, retail $+953,282, mm $+17,235
  • net +$3,450, buy ratio 100% (2026-07-30)
• NXT
  • 🌱 Momentum: COILED · 5d -1.6% · 20d +1.2% · 25% off high · RSI 54 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,288,410, retail $+14,353,360, mm $+0
  • net +$120,665, buy ratio 64% (2026-07-30)
• ODE
  • 📉 Momentum: DOWNTREND · 5d -9.5% · 20d -17.4% · 32% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,564, retail $+66,021, mm $+197
• PDN
  • 🌱 Momentum: COILED · 5d -1.7% · 20d -5.1% · 35% off high · RSI 53
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,543,465, retail $+11,289,936, mm $+1,934,943
  • net +$168,774, buy ratio 98% (2026-07-30)
• PNN
  • 🚀 Momentum: EXTENDED · 5d +33.3% · 20d +7.7% · 38% off high · RSI 67 · 2d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+37,927, retail $+103,922, mm $+1,511
  • yesterday vol 2.6× avg ($799,043 $-vol)
• PR1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,295, retail $+0, mm $+0
• QXR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-62, retail $+0, mm $+0
• RMX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+2,117, retail $+19,828, mm $+0
• RNX
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+1, mm $+0
• SHN
  • ↗️ Momentum: UPTREND · 5d +13.8% · 20d +10.0% · 30% off high · RSI 65 · 2d up
  • rule: flow below classification thresholds
  • yesterday vol 2.5× avg ($239,434 $-vol)
• SPL
  • 🌱 Momentum: COILED · 5d +8.0% · 20d +2.8% · 1% off high · RSI 54
  • rule: flow below classification thresholds
  • yesterday vol 1.7× avg ($1,576,349 $-vol)
• SQX
  • 📉 Momentum: DOWNTREND · 5d -4.0% · 20d -12.7% · 79% off high · RSI 50
  • rule: flow below classification thresholds
  • yesterday vol 10.2× avg ($57,072 $-vol)
• SYR
  • ↘️ Momentum: PULLBACK · 5d -4.5% · 20d -8.7% · 80% off high · RSI 38
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+64,950, retail $+181,281, mm $+32,181
• VFY · FY26 Appendix 4G
  • 🚀 Momentum: EXTENDED · 5d +16.4% · 20d +21.3% · 3% off high · RSI 86 · 1d up
  • rule: flow below classification thresholds
  • price-sensitive announcement: FY26 Appendix 4G
• VMM
  • 〰️ Momentum: NEUTRAL · 5d -0.6% · 20d -13.2% · 17% off high · RSI 53
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+331,349, retail $+729,344, mm $+0
  • net +$4,395, buy ratio 59% (2026-07-30)
• WBT · Change in substantial holding
  • 📉 Momentum: DOWNTREND · 5d -19.4% · 20d -42.4% · 50% off high · RSI 13
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+516,872, retail $+6,068,997, mm $+20,072
  • net +$98,924, buy ratio 100% (2026-07-30)
  • price-sensitive announcement: Change in substantial holding
• WC1
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,179, retail $+16,778, mm $+1,197
• XPN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $+0, mm $-44

🎯 Specific-broker streaks (history-backed)

• LTR — Resource specialists net buy 26 session(s) running, +$18,469,463 cumulative
• PLS — Resource specialists net buy 25 session(s) running, +$38,204,465 cumulative
• LYC — Resource specialists net buy 23 session(s) running, +$18,328,796 cumulative
• FMG — Resource specialists net buy 17 session(s) running, +$16,182,817 cumulative
• PDN — Resource specialists net buy 8 session(s) running, +$5,185,750 cumulative
• 4DX — Resource specialists net buy 7 session(s) running, +$1,944,109 cumulative
• LRV — Resource specialists net buy 7 session(s) running, +$1,767,096 cumulative
• ALR — Resource specialists net buy 3 session(s) running, +$231,147 cumulative
• ARU — Resource specialists net buy 3 session(s) running, +$788,656 cumulative
• DEV — Resource specialists net buy 3 session(s) running, +$460,494 cumulative

Scanned 184 tickers · 21 spike(s) · 100 filtered (low $-vol) · 4 yfinance error(s)