ASX Monitor · Daily Letter

2026-08-28

Market: median 1d +0.0% · breadth 23.0% advancing across 191 names

Data as of — announcements 2026-08-28 · prices 2026-08-27

New today: CY5, LSR, SLS. New names versus yesterday's letter, so a continuing story doesn't read as fresh news.

Read these (3)

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.

CY5 · $215MExploration Update

(interpretation unavailable)

🚀 EXTENDED · RSI 75 · 5d +20.7%confidence: low

🏔 near IAU.TO ($2.3B — 10.76× subject cap) · near VZLA.TO ($2.0B — 9.38× subject cap) · on-strike from AGI.TO ($22.0B major in district)

deep-dive context available

LSR · $13MDrilling Results Strengthen IOCG Model at Three Saints

(interpretation unavailable)

📉 DOWNTREND · RSI 50 · 5d -10.0%confidence: low

🏔 near HCH.AX ($349M — 26.62× subject cap) · near CST.AX ($28M — 2.17× subject cap) · near FMG.AX ($54.5B major in district)

deep-dive context available

SLS · $339MNanadie High-Grade Copper-Gold Zones Extend Over 700m Deep

(interpretation unavailable)

↘️ PULLBACK · RSI 27 · 5d -4.4%confidence: low

🏔 near MEG.AX ($12M — 0.04× subject cap)

drilling result into active institutional flow

Also worth a skim (3)

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

  • MEMFelix Early Thai FDA Approval, Commercial Launch Accelerates · price-sensitive — skim
  • WBTAppendix 4E & 2026 Annual Report · routine quarterly — skim for surprises
  • WC1Expansion of Scandium Drilling Targets at Salazar · 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.

  • LOT Becoming a substantial holder (ownership notice — flow already captures it)
  • NPM Change in substantial holding (ownership notice — flow already captures it)
  • SNM Becoming a substantial holder from CMM (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.

2
new today
43
resolved
56%
win rate

n=43, median 5d +2.8%. Out-of-sample receipt only — not a backtest.

full track record →

full tape →

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