📊 7 Aug 2026 (Fri) — Daily Brief

Generated 2026-08-07 10:01 AEST by asx-monitor.

🔥 Price-sensitive announcements (today)

Sources: asxdotcom · 12 watchlist match(es) · 8 price-sensitive

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

• IVZ — Musuma-1 Exploration Well Spud confirmed November 2026 · IVZ · link
  • 💰 Musuma-1 spud date: November 2026 · Prospective resource (unrisked gross mean): 1.2 Tcf gas + 73 MMbbl condensate · Rig: Exalo Rig 202 · License area: 360,000 hectares, Cabora Bassa Basin, Zimbabwe (confidence: high)
• KTA — Strategic Placement to Fund Initial Zopkhito Earn-In · KTA · link
  • 💰 Placement size: $2.4m · Issue price: $0.006/share · Post-placement dilution: 400m new shares (~3.6x current if ~111m on issue) · Zopkhito gold resource (foreign): 7.1Mt @ 3.7g/t (815k oz Au) (confidence: high)
• LIN — Suspension from Quotation · LIN · link
  • 💰 market_cap: $1,289m · cash_on_hand: $107.9m · suspension_duration: until 10 August 2026 or announcement release · 20d_share_price_move: -17% (confidence: medium)
• AR1 — QIC Invests $15 Million to Advance Rocklands Growth · AR1 · link
  • 💰 QIC Investment: $15 million · Royalty Structure: 0.80% on first 200kt Cu, then 0.30% · Processing Capacity (Current): 3.0 Mtpa · Stage 2 Target Capacity: 4.5–6.0 Mtpa (confidence: high)
• AVH — AVITA 10-Q Quarterly Report for Q2 2026 · AVH · link
  • 💰 shares_outstanding: 30,926,847 · market_cap: $197m · company_status: smaller reporting company, non-accelerated filer (confidence: low)
• AVH — Half Yearly Report · AVH · link
  • 💰 Total revenue: $40.953m (+11% YoY) · Net loss: $18.274m (-23% YoY) · Net tangible asset backing per share: $(1.1558) (deteriorated from $(0.7999)) · RECELL utilization: Improved (confidence: medium)
• AVH — AVITA Q2 financial results earnings presentation · AVH · link
  • 💰 Q2 2026 revenue: $21.7m (+18% YoY, +13% QoQ) · Gross margin: 81.9% (+70 bps YoY) · Operating expenses: $24.6m (-5.8% YoY) · Net loss: $7.7m (-22% YoY) (confidence: high)
• AVH — AVITA Medical announces Q2 2026 financial results · AVH · link
  • 💰 Q2 2026 revenue: $21.7m (+18% YoY, +13% QoQ) · FY2026 guidance raised: $86–89m (vs. prior $80–85m) · Gross margin: 81.9% (+70 bps YoY) · Operating expenses: $24.6m (−6% YoY) (confidence: high)

⏭️ Non-sensitive announcements (watchlist)

4 announcement(s) across 4 ticker(s): ILA, KTA, PNT, XPN

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

Volume: yfinance (2026-08-06) · Flow: Market Lens (live, 2026-08-04)

🏦 Institutional flow spikes (acceleration, not presence)

Resource + investment-bank net flow on 2026-08-04 (T-3) vs each name's own trailing baseline · 13 spike(s) out of 84 institutional name(s).

• HLS 🔥 Flow spike (≥2.5× baseline) 2.9× · today $647k vs base $220k (5 sess)
  • 🔐 Free-float: net-bought 3463207.50% of tradeable register today · Top-20 98% (conf: medium)
  • ↗️ Momentum: UPTREND · 5d +13.7% · 20d +6.4% · 60% off high · RSI 67 · 1d up
  • 🧠 Why: Why institutions are accumulating:

The July 10 "ceasing to be a substantial holder" announcement likely triggered a holder to divest a large block, creating a supply shock in an extremely tight free float (1.72% public ownership, 98% concentrated in top 20). Institutions are front-running the vacuum: with only 45 shares in public circulation and positive 5-day momentum (+13.7%), any meaningful institutional demand forces price discovery upward in a near-illiquid market.

Biggest risk to this read:

The catalyst itself is ambiguous—"ceasing to be substantial holder" could signal loss of confidence or a forced exit rather than a buying opportunity, and the tight register means a reversal by any major holder could collapse both price and the liquidity narrative that's currently attracting this inflow.

• 4DX 🔥 Flow spike (≥2.5× baseline) 3.8× · today $9.3M vs base $2.4M (5 sess)
  • 🔐 Free-float: net-bought 1098.28% of tradeable register today · Top-20 45% (conf: medium)
  • 🚀 Momentum: EXTENDED · 5d +44.5% · 20d +14.3% · 32% off high · RSI 80
  • 🧠 Why: # 4DX Institutional Accumulation Analysis

Most Likely Driver: Institutions are accumulating on the back of the 16 July US Bill directing the VA to adopt 4D lung imaging—a material regulatory tailwind for 4DX's core market. The 3.8x spike in institutional buying (net $9.3M vs ~$2.4M baseline) following this announcement, combined with only 54.7% free float and top-20 holders controlling 45%, suggests funds are front-running what they expect to be sustained demand from the US Veteran Affairs system.

Single Biggest Risk: The stock is at RSI 80 with +44.5% in 5 days and still -31.8% off its 252-day high—this combination signals extreme near-term momentum into a tight register, creating acute risk of a sharp correction if the quarterly results (31 July) revealed any weakness in cash burn, revenue pipeline, or VA adoption timeline, or if the market reprices the VA directive as already baked in.

• ARU 🔥 Flow spike (≥2.5× baseline) 4.0× · today $4.3M vs base $1.1M (5 sess)
  • 🔐 Free-float: net-bought 23.06% of tradeable register today · Top-20 81% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d +8.6% · 20d -19.1% · 60% off high · RSI 44
  • 🧠 Why: ## ARU: Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into weakness following the 31 July quarterly report, likely because the activities update signalled operational progress or cash runway extension that wasn't fully priced into a stock down 60% from 252-day highs and trading with depressed RSI (43.7). The 4× spike in institutional flow—net +$4.3M on a baseline of $1.1M—suggests coordinated accumulation by a tight buyer group taking advantage of thin free float (19% of cap; top 20 holders own 81%) to establish positions ahead of potential re-rating or catalysts disclosed in the report.

Biggest Risk to This Read: The 20-day downtrend (−19.15%) combined with lack of detail on what specifically in the quarterly justified the spike means this could be algorithm-driven short-covering or a single large fund rebalancing rather than conviction-based accumulation—if the next update disappoints or cash position proves worse than expected, the buying could evaporate as quickly as it arrived, especially given the illiquid float.

• RML 🔥 Flow spike (≥2.5× baseline) 3.7× · today $223k vs base $60k (5 sess)
  • 🔐 Free-float: net-bought 8.00% of tradeable register today · Top-20 56% (conf: medium)
  • 📉 Momentum: DOWNTREND · 5d +2.6% · 20d -13.0% · 65% off high · RSI 41
  • 🧠 Why: # RML Institutional Accumulation Analysis

Most Likely Reason: Institutions are accumulating into RML on the strength of the second White House FAST-41 status award (July 17), which signals accelerated permitting/regulatory runway for what appears to be an infrastructure or energy project. The concurrent "ceasing substantial holder" notice (July 30) likely reflects a strategic seller exiting, creating a window for institutional re-positioning into tighter free-float (43.85%) ahead of what could be a material project milestone. The 3.7× spike in institutional net buying on T-3 lagged flow suggests conviction on the regulatory de-risking.

Biggest Risk to This Read: RML is down 65% from 252-week highs and in a 20-day downtrend despite the FAST-41 catalyst, with RSI at 40.9—suggesting either the market has already priced severe execution risk into the project, or the announcement was less accretive than expected. If institutional buying is speculative bottom-fishing rather than informed accumulation around a true inflection, the lack of sustained momentum and overhang from the departing substantial holder could quickly reverse flows.

• FMG 🔥🔥 Flow surge (≥5× baseline) 9.5× · today $11.9M vs base $1.3M (5 sess)
  • 🌱 Momentum: COILED · 5d -2.2% · 20d +1.9% · 20% off high · RSI 44 · 3d up
  • 🧠 Why: Institutions are likely accumulating FMG ahead of detailed earnings or operational guidance likely to follow the July 31 production report, betting that near-term negative sentiment (stock down 19.8% from 252-day highs, RSI 43.9) has priced in overly pessimistic iron ore and production assumptions. The 9.5x spike in institutional buying on August 7 (T+3 after the report's T-3 broker window) suggests smart money is positioning for a reversal as the market digests what may be better-than-feared production or cost metrics.

Biggest risk: Iron ore prices themselves could be rolling over structurally due to Chinese demand weakness or supply glut — if the production report simply confirmed lower volumes or guidance cuts rather than surprising to the upside, institutions could be caught in a value trap and forced to unwind positions quickly, especially if free-float is tight.

• LYC 🔥🔥 Flow surge (≥5× baseline) 6.5× · today $6.0M vs base $925k (5 sess)
  • 〰️ Momentum: NEUTRAL · 5d +13.7% · 20d -6.9% · 29% off high · RSI 48 · 3d up
• DRO 🔥 Flow spike (≥2.5× baseline) 4.8× · today $10.8M vs base $2.3M (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +28.8% · 20d -0.4% · 65% off high · RSI 56 · 4d up
• VMM 🔥 Flow spike (≥2.5× baseline) 4.4× · today $846k vs base $193k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +37.1% · 20d +18.2% · 0% off high · RSI 72 · 1d up
• LIN 🔥 Flow spike (≥2.5× baseline) 3.5× · today $1.3M vs base $361k (5 sess)
• WC8 🔥 Flow spike (≥2.5× baseline) 2.8× · today $524k vs base $185k (5 sess)
  • 📉 Momentum: DOWNTREND · 5d +15.4% · 20d -16.7% · 43% off high · RSI 48 · 3d up
• CU6 🔥 Flow spike (≥2.5× baseline) 2.8× · today $2.5M vs base $918k (5 sess)
  • 🚀 Momentum: EXTENDED · 5d +27.6% · 20d +13.1% · 53% off high · RSI 62
• NXT 🔥 Flow spike (≥2.5× baseline) 2.7× · today $7.8M vs base $2.9M (5 sess)
  • ↗️ Momentum: UPTREND · 5d +12.0% · 20d +3.5% · 20% off high · RSI 64 · 5d up
• CY5 🔥 Flow spike (≥2.5× baseline) 2.6× · today $398k vs base $151k (5 sess)
  • ↗️ Momentum: UPTREND · 5d +7.7% · 20d +12.0% · 44% off high · RSI 58

⭐ Tier 1 — confluence + catalyst

• KTA · Strategic Placement to Fund Initial Zopkhito Earn-In
  • rule: cross-group flow: resource 0.13× ADV banks 0.85× ADV + price-sensitive announcement
  • 5d broker flow — inst $+26,450, retail $+23,148, mm $+0
  • net +$3,500, buy ratio 100% (2026-08-04)
  • price-sensitive announcement: Strategic Placement to Fund Initial Zopkhito Earn-In

🏦 Institutional confluence (pre-positioning)

• ARU 🔥 Flow spike (≥2.5× baseline) 4.0×
  • 📉 Momentum: DOWNTREND · 5d +8.6% · 20d -19.1% · 60% off high · RSI 44
  • rule: cross-group flow: resource 0.11× ADV banks 1.31× ADV
  • 5d broker flow — inst $+9,324,723, retail $+6,771,249, mm $+97,732
• HLS 🔥 Flow spike (≥2.5× baseline) 2.9×
  • ↗️ Momentum: UPTREND · 5d +13.7% · 20d +6.4% · 60% off high · RSI 67 · 1d up
  • rule: cross-group flow: resource 0.44× ADV banks 0.63× ADV
  • 5d broker flow — inst $+1,281,139, retail $+427,280, mm $+7,854
  • net +$165,221, buy ratio 100% (2026-08-04)
• WC8 🔥 Flow spike (≥2.5× baseline) 2.8×
  • 📉 Momentum: DOWNTREND · 5d +15.4% · 20d -16.7% · 43% off high · RSI 48 · 3d up
  • rule: cross-group flow: resource 0.56× ADV banks 0.22× ADV
  • 5d broker flow — inst $+929,649, retail $+870,000, mm $+0
  • yesterday vol 3.8× avg ($4,854,516 $-vol)
  • net +$523,567, buy ratio 100% (2026-08-04)
• +17 steady institutional name(s) (no flow spike): AIS, ALR, AYA, CTO, CXO, DEV, EXR, KRR, LAC, LRV, LSR, MGU, MTM, NC6, OD6, SLM, SNX

🎯 Resource-specialist flow

• +15 steady institutional name(s) (no flow spike): AON, AW1, BUS, CPN, DYM, FDR, G50, GA8, MRD, NME, OR3, PLS, RMX, TOR, ZEU

🏦 Investment-bank flow

• DRO 🔥 Flow spike (≥2.5× baseline) 4.8×
  • 🚀 Momentum: EXTENDED · 5d +28.8% · 20d -0.4% · 65% off high · RSI 56 · 4d up
  • rule: investment-bank flow 0.91× ADV
  • 5d broker flow — inst $+19,852,244, retail $+10,153,536, mm $+956,603
  • yesterday vol 1.9× avg ($46,395,266 $-vol)
  • net +$215,464, buy ratio 58% (2026-08-04)
• VMM 🔥 Flow spike (≥2.5× baseline) 4.4×
  • 🚀 Momentum: EXTENDED · 5d +37.1% · 20d +18.2% · 0% off high · RSI 72 · 1d up
  • rule: investment-bank flow 0.43× ADV
  • 5d broker flow — inst $+1,481,981, retail $+410,296, mm $+0
  • yesterday vol 2.8× avg ($8,896,598 $-vol)
• 4DX 🔥 Flow spike (≥2.5× baseline) 3.8×
  • 🚀 Momentum: EXTENDED · 5d +44.5% · 20d +14.3% · 32% off high · RSI 80
  • rule: investment-bank flow 0.68× ADV
  • 5d broker flow — inst $+18,501,718, retail $-17,675, mm $+2,837
• RML 🔥 Flow spike (≥2.5× baseline) 3.7×
  • 📉 Momentum: DOWNTREND · 5d +2.6% · 20d -13.0% · 65% off high · RSI 41
  • rule: investment-bank flow 0.92× ADV
  • 5d broker flow — inst $+375,312, retail $+116,061, mm $+45,981
• LIN · Suspension from Quotation 🔥 Flow spike (≥2.5× baseline) 3.5×
  • rule: investment-bank flow 0.41× ADV + price-sensitive announcement
  • 5d broker flow — inst $+2,783,639, retail $+1,333,312, mm $+0
  • net +$24,525, buy ratio 100% (2026-08-04)
  • price-sensitive announcement: Suspension from Quotation
• CU6 🔥 Flow spike (≥2.5× baseline) 2.8×
  • 🚀 Momentum: EXTENDED · 5d +27.6% · 20d +13.1% · 53% off high · RSI 62
  • rule: investment-bank flow 0.69× ADV
  • 5d broker flow — inst $+5,496,115, retail $+217,057, mm $+0
• NXT 🔥 Flow spike (≥2.5× baseline) 2.7×
  • ↗️ Momentum: UPTREND · 5d +12.0% · 20d +3.5% · 20% off high · RSI 64 · 5d up
  • rule: investment-bank flow 0.53× ADV
  • 5d broker flow — inst $+17,900,715, retail $+1,215,039, mm $+0
• CY5 🔥 Flow spike (≥2.5× baseline) 2.6×
  • ↗️ Momentum: UPTREND · 5d +7.7% · 20d +12.0% · 44% off high · RSI 58
  • rule: investment-bank flow 1.84× ADV
  • 5d broker flow — inst $+924,733, retail $+9,433, mm $+327,571
• +41 steady institutional name(s) (no flow spike): AAU, ABX, ACW, AEE, AGY, APX, ASN, ATV, BC8, BRN, CBA, CBE, CDR, CPO, CUV, DM1, DRE, EMV, EVR, EYE, GCM, GT1, IOV, KAR, LKE, LKY, LRD, MEM, MNE, NEU, NWM, PEN, PNN, QEM, RCM, REE, RNU, SPD, TLG, WA1, ZMI

🛒 Retail-only flow

• AAJ
  • rule: retail flow 5.30× ADV
  • 5d broker flow — inst $+0, retail $+72,620, mm $+399
• ALM
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+0, retail $+7,242, mm $+0
• APC
  • rule: retail flow 8.30× ADV
  • 5d broker flow — inst $-6,587, retail $+32,195, mm $+9,340
• AR9
  • 📉 Momentum: DOWNTREND · 5d -7.3% · 20d -26.1% · 76% off high · RSI 21
  • rule: retail flow 1.74× ADV
  • 5d broker flow — inst $+0, retail $+68,103, mm $+488
  • yesterday vol 1.6× avg ($59,030 $-vol)
• BOA
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+527, retail $+9,810, mm $+0
  • net +$1, buy ratio 100% (2026-08-04)
• BUX
  • rule: retail flow 0.48× ADV
  • 5d broker flow — inst $-11,702, retail $+22,312, mm $+134
• CNJ
  • rule: retail flow 1.23× ADV
  • 5d broker flow — inst $+0, retail $+4,024, mm $+0
• CRR
  • rule: retail flow 0.67× ADV
  • 5d broker flow — inst $+0, retail $+4,998, mm $+2,096
• GNM
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+0, retail $+6,476, mm $+0
• GRR
  • rule: retail flow 1.08× ADV
  • 5d broker flow — inst $+7,383, retail $+154,076, mm $+0
  • net +$4,284, buy ratio 100% (2026-08-04)
• GTI
  • rule: retail flow 2.04× ADV
  • 5d broker flow — inst $+0, retail $+24,424, mm $+0
• ILA
  • ↗️ Momentum: UPTREND · 5d +16.9% · 20d +0.0% · 21% off high · RSI 62 · 2d up
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $+6,076, retail $+99,765, mm $+814
  • net +$22,000, buy ratio 100% (2026-08-04)
• ITM
  • 🚀 Momentum: EXTENDED · 5d +29.4% · 20d +18.9% · 39% off high · RSI 73 · 3d up
  • rule: retail flow 0.63× ADV
  • 5d broker flow — inst $+0, retail $+5,537, mm $+698
  • yesterday vol 53.2× avg ($519,517 $-vol)
• LOT
  • 📉 Momentum: DOWNTREND · 5d -7.8% · 20d -64.4% · 93% off high · RSI 16
  • rule: retail flow 2.91× ADV
  • 5d broker flow — inst $-43,207, retail $+3,287,230, mm $+302,610
  • yesterday vol 3.0× avg ($3,655,476 $-vol)
  • net $43,207, buy ratio 0% (2026-08-04)
• MAY
  • rule: retail flow 3.55× ADV
  • 5d broker flow — inst $-3,386, retail $+35,197, mm $+0
  • net $3,136, buy ratio 0% (2026-08-04)
• MQR
  • rule: retail flow 0.90× ADV
  • 5d broker flow — inst $+0, retail $+8,088, mm $+0
• MSB
  • 〰️ Momentum: NEUTRAL · 5d +9.3% · 20d +6.2% · 27% off high · RSI 34 · 3d up
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+191,247, retail $+2,819,393, mm $+165,714
  • net +$2,080, buy ratio 100% (2026-08-04)
• NVU
  • rule: retail flow 0.45× ADV
  • 5d broker flow — inst $+0, retail $+47,667, mm $+565
• NVX
  • 🌱 Momentum: COILED · 5d +3.5% · 20d -3.2% · 85% off high · RSI 50 · 1d up
  • rule: retail flow 0.28× ADV
  • 5d broker flow — inst $+4,938, retail $+116,038, mm $+998
  • net $3,417, buy ratio 0% (2026-08-04)
• ODE
  • rule: retail flow 1.24× ADV
  • 5d broker flow — inst $-19,930, retail $+63,306, mm $+768
  • net $10,426, buy ratio 0% (2026-08-04)
• ONE
  • rule: retail flow 2.61× ADV
  • 5d broker flow — inst $-2,926, retail $+48,742, mm $+0
  • net $2,926, buy ratio 0% (2026-08-04)
• PR1
  • rule: retail flow 0.65× ADV
  • 5d broker flow — inst $+0, retail $+8,164, mm $+1,319
• RDS
  • rule: retail flow 0.69× ADV
  • 5d broker flow — inst $-1,556, retail $+2,602, mm $+0
• RNX
  • rule: retail flow 3.34× ADV
  • 5d broker flow — inst $+0, retail $+8,763, mm $+0
• SGA
  • rule: retail flow 0.35× ADV
  • 5d broker flow — inst $+0, retail $+5,838, mm $+284
• SNM
  • 〰️ Momentum: NEUTRAL · 5d +6.2% · 20d -6.4% · 28% off high · RSI 53 · 3d up
  • rule: retail flow 0.91× ADV
  • 5d broker flow — inst $-31,293, retail $+45,907, mm $+813
  • net $25,250, buy ratio 0% (2026-08-04)
• SQX
  • rule: retail flow 7.92× ADV
  • 5d broker flow — inst $-550, retail $+56,522, mm $+0
• WBT
  • 📉 Momentum: DOWNTREND · 5d +8.5% · 20d -38.9% · 48% off high · RSI 26
  • rule: retail flow 0.38× ADV
  • 5d broker flow — inst $+54,115, retail $+2,857,244, mm $+0
  • net $43,809, buy ratio 0% (2026-08-04)

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

• BM8
  • rule: market-maker flow 0.04× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+583
• GAL
  • rule: market-maker flow 0.34× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+4,800
• GMN
  • rule: market-maker flow 0.02× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+74
• HVY
  • ↘️ Momentum: PULLBACK · 5d +0.0% · 20d -6.7% · 36% off high · RSI 54
  • rule: market-maker flow 0.13× ADV
  • 5d broker flow — inst $-14,346, retail $-10,647, mm $+1,629
  • yesterday vol 6.4× avg ($74,984 $-vol)
  • net $14,346, buy ratio 0% (2026-08-04)
• IMI
  • rule: market-maker flow 0.14× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+1,042
• MML
  • rule: market-maker flow 0.03× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+288
• OM1
  • rule: market-maker flow 0.10× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+576
• RIE
  • rule: market-maker flow 0.11× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+403
• T3D
  • rule: market-maker flow 0.00× ADV
  • 5d broker flow — inst $+0, retail $+0, mm $+13
• WC1
  • rule: market-maker flow 0.22× ADV
  • 5d broker flow — inst $-15,600, retail $-301, mm $+1,934

❓ Below thresholds

• AGC
  • rule: no volume baseline available
  • 5d broker flow — inst $+17,594, retail $-894, mm $+6,050
• AR1 · QIC Invests $15 Million to Advance Rocklands Growth
  • 🌱 Momentum: COILED · 5d +6.2% · 20d +4.6% · 57% off high · RSI 60 · 3d up
  • rule: flow below classification thresholds
  • yesterday vol 1.8× avg ($604,715 $-vol)
  • price-sensitive announcement: QIC Invests $15 Million to Advance Rocklands Growth
• AR3
  • 〰️ Momentum: NEUTRAL · 5d +8.7% · 20d -9.1% · 72% off high · RSI 40 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-424, retail $+32,256, mm $+3,210
• ARR
  • 🌱 Momentum: COILED · 5d +6.0% · 20d +0.0% · 55% off high · RSI 54 · 1d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+14,072, retail $+578,683, mm $+198,119
  • yesterday vol 2.9× avg ($609,450 $-vol)
  • net $19,894, buy ratio 0% (2026-08-04)
• AT4
  • 🚀 Momentum: EXTENDED · 5d +11.1% · 20d +42.9% · 77% off high · RSI 75
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+237,282, retail $+361,655, mm $+4,946
  • net +$22,510, buy ratio 100% (2026-08-04)
• AVH · AVITA 10-Q Quarterly Report for Q2 2026
  • 🌱 Momentum: COILED · 5d +0.8% · 20d -4.1% · 32% off high · RSI 42
  • rule: flow below classification thresholds
  • price-sensitive announcement: AVITA 10-Q Quarterly Report for Q2 2026
• BMM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,346, retail $+0, mm $+0
• CRS
  • ↗️ Momentum: UPTREND · 5d +2.3% · 20d +8.4% · 42% off high · RSI 69 · 2d up
  • rule: flow below classification thresholds
  • yesterday vol 1.8× avg ($368,386 $-vol)
• CUF
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+5,814, retail $+24,789, mm $+394
• EFE
  • rule: no volume baseline available
  • 5d broker flow — inst $+0, retail $+14,044, mm $+24
• EGR
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+1,225, retail $+22,823, mm $-29
• EIQ
  • 🌱 Momentum: COILED · 5d +23.0% · 20d -3.1% · 11% off high · RSI 54
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+286,763, retail $+1,739,880, mm $+117,470
  • net +$45,338, buy ratio 67% (2026-08-04)
• FMG 🔥🔥 Flow surge (≥5× baseline) 9.5×
  • 🌱 Momentum: COILED · 5d -2.2% · 20d +1.9% · 20% off high · RSI 44 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,016,703, retail $+121,218,210, mm $+8,116,223
• GBR
  • ↘️ Momentum: PULLBACK · 5d +10.0% · 20d -8.3% · 57% off high · RSI 51
  • rule: flow below classification thresholds
  • yesterday vol 2.5× avg ($612,574 $-vol)
• GDM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-2,130, retail $-2,130, mm $+0
• GED
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+0, retail $-2,580, mm $+0
• GL1
  • ↗️ Momentum: UPTREND · 5d -1.0% · 20d +18.6% · 23% off high · RSI 64
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+46,431, retail $+182,519, mm $+418
  • yesterday vol 2.6× avg ($665,732 $-vol)
• ILT
  • 🌱 Momentum: COILED · 5d +8.0% · 20d +1.2% · 42% off high · RSI 50 · 2d up
  • rule: flow below classification thresholds
  • yesterday vol 6.3× avg ($83,677 $-vol)
• IMU
  • 📉 Momentum: DOWNTREND · 5d +1.2% · 20d -20.0% · 81% off high · RSI 29
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+17,382, retail $+149,318, mm $+0
• IVZ · Musuma-1 Exploration Well Spud confirmed November 2026
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+40,481, retail $+46,037, mm $+5,045
  • price-sensitive announcement: Musuma-1 Exploration Well Spud confirmed November 2026
• KLI
  • ↗️ Momentum: UPTREND · 5d +12.5% · 20d +12.5% · 6% off high · RSI 65
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-5,155, retail $+42,872, mm $+2,273
  • yesterday vol 1.9× avg ($209,613 $-vol)
  • net $3,375, buy ratio 44% (2026-08-04)
• LNQ
  • 🚀 Momentum: EXTENDED · 5d +19.7% · 20d +41.1% · 46% off high · RSI 90 · 6d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+6,034, retail $+12,032, mm $+402
  • yesterday vol 1.7× avg ($58,589 $-vol)
• LTR
  • 📉 Momentum: DOWNTREND · 5d +9.6% · 20d -26.8% · 59% off high · RSI 32 · 4d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+3,748,758, retail $+21,473,798, mm $+319,172
  • net +$51,094, buy ratio 100% (2026-08-04)
• LYC 🔥🔥 Flow surge (≥5× baseline) 6.5×
  • 〰️ Momentum: NEUTRAL · 5d +13.7% · 20d -6.9% · 29% off high · RSI 48 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+9,140,864, retail $+2,248,072, mm $+1,233,301
• NPM
  • rule: flow below classification thresholds
  • 5d broker flow — inst $-15,327, retail $+1,820, mm $+69
  • net $15,327, buy ratio 0% (2026-08-04)
• PDN
  • ↗️ Momentum: UPTREND · 5d +11.7% · 20d +1.8% · 32% off high · RSI 66
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+4,919,562, retail $+2,054,182, mm $+599,906
• RAP
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+748, retail $+748, mm $+5,649
  • net +$748, buy ratio 52% (2026-08-04)
• SGQ
  • 〰️ Momentum: NEUTRAL · 5d +12.2% · 20d -6.7% · 50% off high · RSI 58 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+57,992, retail $+576,564, mm $+2,222
  • net $44,240, buy ratio 0% (2026-08-04)
• SHN
  • ↗️ Momentum: UPTREND · 5d +17.9% · 20d +22.2% · 30% off high · RSI 66
  • rule: flow below classification thresholds
  • yesterday vol 4.4× avg ($462,447 $-vol)
• SLS
  • 🌱 Momentum: COILED · 5d +19.3% · 20d +4.5% · 4% off high · RSI 59 · 3d up
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+179,142, retail $+242,184, mm $+2,542
• SYR
  • ↘️ Momentum: PULLBACK · 5d -4.5% · 20d -8.7% · 80% off high · RSI 43
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+70,139, retail $+89,743, mm $+5,410
• TM1
  • 〰️ Momentum: NEUTRAL · 5d +4.9% · 20d -10.4% · 52% off high · RSI 52
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+12,427, retail $+20,302, mm $+419,506
• WIN
  • rule: flow below classification thresholds
  • 5d broker flow — inst $+611, retail $+611, mm $+0
• 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 28 session(s) running, +$18,803,174 cumulative
• PLS — Resource specialists net buy 27 session(s) running, +$49,590,863 cumulative
• LYC — Resource specialists net buy 25 session(s) running, +$19,869,581 cumulative
• FMG — Resource specialists net buy 18 session(s) running, +$16,234,443 cumulative
• PDN — Resource specialists net buy 9 session(s) running, +$5,248,043 cumulative
• 4DX — Resource specialists net buy 8 session(s) running, +$2,337,539 cumulative
• LRV — Resource specialists net buy 8 session(s) running, +$1,839,883 cumulative
• DEV — Resource specialists net buy 5 session(s) running, +$751,972 cumulative
• ARU — Resource specialists net buy 4 session(s) running, +$985,847 cumulative
• DRO — Resource specialists net buy 4 session(s) running, +$1,280,351 cumulative

Scanned 184 tickers · 33 spike(s) · 96 filtered (low $-vol) · 4 yfinance error(s)