ASX Monitor · Daily Letter

2026-08-19

Market: median 1d +0.0% · breadth 30.2% advancing across 189 names

Data as of — announcements 2026-08-19 · prices 2026-08-18

New today: OR3. New names versus yesterday's letter, so a continuing story doesn't read as fresh news.

Read these (1)

Today's announcements worth minutes, not seconds — triaged by deterministic rules (a raise, a result into live flow, quantified materiality). The LLM annotates; it never picks the bucket.

OR3 — Diamond Drilling Advances Kangaroo Hills Lithium Studies

(interpretation unavailable)

↘️ PULLBACK · RSI 42 · 5d -7.1%confidence: low

deep-dive context available

Also worth a skim (12)

Price-sensitive but routine — quarterlies and updates worth a headline-level pass.

  • AVH — AVITA announces positive PermeaDerm study results · price-sensitive — skim
  • AYA — Appendix 4G · price-sensitive — skim
  • CRR — Claim Staking Consolidates Mavis Lake Lithium Project · price-sensitive — skim
  • DRE — Multiple Gold-in-Soil Anomalies within High Range · price-sensitive — skim
  • HLS — FY26 Preliminary Final Report · price-sensitive — skim
  • IOV — Board Changes · price-sensitive — skim
  • MGU — MAGNUM MINING CORPORATE AND ACTIVITIES UPDATE · price-sensitive — skim
  • MQR — YINDI GOLD EXPLORATION - First Phase RC Drill Campaign · price-sensitive — skim
  • MRD — Selectro Process Now Patent Protected · price-sensitive — skim
  • OD6 — OD6 METALS TO PURSUE US OTCQB QUOTATION · price-sensitive — skim
  • QXR — Significant Exploration Target Delivered at Madaba Project · price-sensitive — skim
  • SNX — High-grade Rock Chips Expand Targets at As Safra · price-sensitive — skim
Skip pile (3) — ownership notices, admin, housekeeping

Collapsed on purpose: ownership notices and admin filings. The flow data already captures what these would tell you.

  • KTA — Becoming a substantial holder (ownership notice — flow already captures it)
  • LOT — Change in substantial holding (ownership notice — flow already captures it)
  • SNM — Change in substantial holding (ownership notice — flow already captures it)

Pattern tracker

The pre-registered quiet pattern, tallied out-of-sample since 2026-07-03 — every hit counted in public, wins and losses. Small n, on purpose.

The registered quiet-accumulation pattern, tracked out-of-sample since 2026-07-03. The current rule definition and the full scored record live on the track record— the page never restates the rule, so the two can't drift.

0
new today
30
resolved
63%
win rate

n=30, median 5d +8.0%. Out-of-sample receipt only — not a backtest.

full track record →

full tape →

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