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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.59%

4DX.AX

2.01%

ABG.AX

AIS.AX

AGL.AX

-0.61%

A1M.AX

-0.63%

AIZ.AX

AAI.AX

3.79%

ALK.AX

A4N.AX

0.97%

ALQ.AX

0.51%

AMC.AX

0.61%

AOV.AX

0.68%

AMP.AX

-3.93%

ALD.AX

-1.34%

ANN.AX

0.19%

ANZ.AX

-1.91%

APA.AX

-0.81%

ARU.AX

3.85%

ARB.AX

-0.1%

ARF.AX

-20.27%

ARG.AX

-0.05%

ALL.AX

-1.04%

AYA.AX

APZ.AX

-1.33%

ASX.AX

-0.68%

ALX.AX

-0.2%

AUB.AX

-0.46%

AIA.AX

0.27%

AXQ.AX

-4.49%

AMI.AX

2.63%

AZJ.AX

-0.36%

AUC.AX

5.47%

ABB.AX

-2.35%

AAC.AX

-0.74%

AEF.AX

AFI.AX

-0.44%

AUI.AX

-0.09%

BOQ.AX

3.33%

BMN.AX

3.98%

BCI.AX

-0.57%

BPT.AX

-3.76%

BGA.AX

1.8%

BGL.AX

1.65%

BEN.AX

-0.62%

BNZ.AX

-1.54%

BHP.AX

1.02%

BKI.AX

BC8.AX

-2.24%

XYZ.AX

-0.87%

BSL.AX

-1.73%

BOE.AX

5.06%

BXB.AX

0.1%

BVS.AX

0.89%

BRE.AX

-1.15%

BRG.AX

-1.22%

BFL.AX

1.77%

BWP.AX

-0.9%

CMM.AX

2.53%

CSC.AX

1.24%

CAR.AX

8.29%

CIN.AX

-1.13%

CYL.AX

0.31%

CAT.AX

-3.13%

CWP.AX

-0.98%

CNI.AX

0.17%

CIP.AX

-0.33%

COF.AX

-0.56%

CHN.AX

-0.73%

CGF.AX

-1%

CIA.AX

-0.85%

CHC.AX

0.06%

CLW.AX

-0.91%

CQR.AX

CQE.AX

-2.55%

CNU.AX

-0.69%

C79.AX

-0.47%

CVL.AX

-0.27%

CU6.AX

3.53%

CWY.AX

-0.63%

CBO.AX

0.28%

COH.AX

1.67%

CDA.AX

-4.42%

COL.AX

-1.07%

CKF.AX

1.29%

CBA.AX

-2.03%

CPU.AX

-0.56%

CEN.AX

-0.8%

CXO.AX

4.39%

CCP.AX

0.45%

CMW.AX

0.57%

CSL.AX

1.3%

CCL.AX

0.57%

DBI.AX

-2.16%

DTL.AX

0.8%

DYL.AX

3.6%

DRR.AX

0.69%

DVP.AX

-1.72%

DXS.AX

-0.41%

DXI.AX

-0.41%

DDR.AX

-1.18%

DGT.AX

0.72%

DJW.AX

0.69%

DMP.AX

1.84%

DOW.AX

-0.64%

DPM.AX

4.91%

DRO.AX

-2.98%

DUR.AX

-0.9%

DNL.AX

-0.39%

APE.AX

0.79%

EBO.AX

0.74%

EIQ.AX

7.48%

ELD.AX

0.54%

EOS.AX

-6.33%

ELV.AX

-0.12%

ELS.AX

0.14%

EHL.AX

-0.49%

EMR.AX

3.84%

EDV.AX

1.66%

EQR.AX

-0.82%

EUR.AX

5.93%

EVN.AX

1.57%

EVT.AX

-2.15%

FDC.AX

-0.28%

FCL.AX

2.53%

FFM.AX

-1.05%

FPH.AX

0.56%

FPR.AX

12.97%

FBU.AX

-1.43%

FLT.AX

0.92%

FML.AX

1.98%

FRS.AX

-0.64%

FMG.AX

0.06%

FRW.AX

FGX.AX

FGG.AX

GLF.AX

-0.45%

GDG.AX

-0.49%

GNE.AX

3.33%

GMD.AX

1.4%

GNP.AX

-1.19%

GMG.AX

0.57%

GPT.AX

-0.19%

GQG.AX

0.7%

GNG.AX

-1.82%

GNC.AX

-0.46%

GGP.AX

4.68%

G6M.AX

16.88%

GOZ.AX

-0.22%

GCI.AX

-0.24%

GYG.AX

0.44%

GWA.AX

-0.41%

HSN.AX

-0.45%

HVN.AX

-2.48%

HGH.AX

-1.49%

HM1.AX

0.67%

HLI.AX

0.39%

HMC.AX

0.32%

HDN.AX

-0.78%

HUB.AX

0.78%

IEL.AX

3.33%

IGO.AX

2.89%

ILU.AX

3.25%

IMD.AX

3.62%

IMR.AX

2.37%

IFT.AX

0.56%

INA.AX

-0.78%

ING.AX

0.94%

IAG.AX

-1.74%

IDX.AX

-6.88%

IPG.AX

1.54%

IPX.AX

2.33%

IPH.AX

0.93%

IRE.AX

2.33%

JHX.AX

-1.6%

JBH.AX

-0.25%

JDO.AX

-2.45%

JMS.AX

KAR.AX

-1.36%

KLS.AX

-0.43%

KCN.AX

3.91%

KKC.AX

0.24%

GLS.AX

0.48%

LGF.AX

1.44%

L1G.AX

1.39%

LSF.AX

-1.07%

LRV.AX

-0.39%

LFS.AX

1.11%

LLC.AX

-0.63%

LFG.AX

-0.92%

360.AX

2.56%

LIC.AX

0.37%

LNW.AX

1.91%

LIN.AX

12.19%

LTR.AX

1.48%

LOV.AX

-3.47%

LYL.AX

1.27%

LYC.AX

1.05%

MA1.AX

MAF.AX

0.58%

MGH.AX

-2.18%

MAH.AX

0.75%

MQG.AX

-0.36%

MAQ.AX

-0.54%

MAD.AX

-1.88%

MFG.AX

1.66%

MMS.AX

0.47%

MPL.AX

-1.42%

MP1.AX

-1.14%

MCY.AX

1.44%

MEZ.AX

MSB.AX

6.05%

MLX.AX

0.27%

MTS.AX

MEI.AX

1.25%

MOT.AX

-0.31%

MXT.AX

-0.26%

MFF.AX

-0.37%

MIN.AX

1.03%

MI6.AX

4.61%

MIR.AX

-0.39%

MGR.AX

-0.69%

MND.AX

3.41%

MYS.AX

-1.02%

NAN.AX

0.84%

NAB.AX

-1.56%

NGI.AX

-0.39%

NWL.AX

0.33%

NEU.AX

1.21%

NHC.AX

1.54%

NMG.AX

4.46%

NEM.AX

4.31%

NWS.AX

-3.53%

NXG.AX

1.35%

NXT.AX

1.12%

NHF.AX

-0.8%

NCK.AX

-2.22%

NIC.AX

0.61%

NEC.AX

0.5%

NST.AX

0.66%

NWH.AX

-0.63%

NUF.AX

-1.34%

OCL.AX

-0.41%

OML.AX

4.25%

OPH.AX

OBM.AX

1.87%

ORI.AX

-0.89%

ORG.AX

-1.02%

ORA.AX

0.49%

PDN.AX

2.71%

PNR.AX

2.38%

PPC.AX

-1.65%

PPM.AX

-0.27%

PRN.AX

1.06%

PPT.AX

-0.32%

PCI.AX

0.46%

PRU.AX

3.22%

PXA.AX

1.15%

PNI.AX

-0.69%

PL8.AX

0.17%

PLS.AX

2.29%

PGF.AX

1.19%

PNV.AX

5.71%

PDI.AX

1.64%

PMV.AX

-0.07%

PME.AX

-0.22%

PWH.AX

-0.19%

PYC.AX

2.21%

QAN.AX

-1.14%

QBE.AX

-1.86%

QAL.AX

-2.42%

QRI.AX

RMS.AX

1.8%

RHC.AX

-0.18%

REA.AX

0.01%

RDX.AX

-0.65%

REH.AX

-0.87%

RF1.AX

-1.1%

RPL.AX

0.71%

RG1.AX

2.72%

RGN.AX

0.21%

REG.AX

-2.06%

RRL.AX

1.85%

RWC.AX

0.27%

RMD.AX

4.19%

RSG.AX

6.6%

SGLLV.AX

-1.71%

RIC.AX

2.08%

RIO.AX

0.11%

RXL.AX

3.19%

RFF.AX

-0.23%

RYM.AX

2.65%

SFR.AX

-0.02%

SMI.AX

-1.32%

STO.AX

-0.39%

SCG.AX

-0.88%

SEK.AX

5.25%

SHV.AX

1.94%

SRV.AX

-2.03%

SSM.AX

-1.4%

SGH.AX

-1.22%

SHA.AX

-2.62%

SIG.AX

-0.17%

SLX.AX

4.53%

SGM.AX

-0.26%

SDR.AX

1.47%

SKS.AX

4.11%

SKC.AX

-1.96%

SIQ.AX

-0.3%

SHL.AX

0.18%

S32.AX

1.51%

SX2.AX

6.25%

SXE.AX

-2.23%

SPK.AX

-1.23%

SRG.AX

-0.29%

SBM.AX

-0.43%

SMR.AX

1.86%

SDF.AX

-0.76%

SGP.AX

0.35%

SKG.AX

-1.36%

SNZ.AX

0.57%

SUN.AX

-2.3%

SRL.AX

19.21%

SUL.AX

0.22%

SLC.AX

-1.89%

SNL.AX

-0.64%

SYL.AX

-1.85%

TAH.AX

1.4%

TEA.AX

-3.67%

TNE.AX

0.79%

TLX.AX

2.96%

TLS.AX

-0.1%

TPW.AX

-4.96%

A2M.AX

1.61%

TLC.AX

-0.09%

SGR.AX

3.7%

TVN.AX

THL.AX

TWR.AX

-0.64%

TPG.AX

-1.24%

TCL.AX

0.62%

TWE.AX

5.06%

TUA.AX

-0.93%

TCG.AX

3.76%

USL.AX

UNI.AX

0.64%

VAU.AX

1.54%

VNT.AX

-0.91%

VCX.AX

-0.55%

VGN.AX

-1.4%

VMM.AX

-3.01%

VGL.AX

VEA.AX

-1.32%

VUL.AX

1.57%

VSL.AX

-2.5%

VYS.AX

0.43%

WA1.AX

2.29%

WGN.AX

-2.76%

WAM.AX

WGB.AX

0.45%

WLE.AX

-3.76%

SOL.AX

-0.32%

WPR.AX

-0.8%

WQG.AX

1.49%

WEB.AX

2.62%

WBT.AX

-2.04%

WES.AX

-0.78%

WAF.AX

1.15%

WGX.AX

1.94%

WBC.AX

-4.43%

WHF.AX

-1.2%

WHC.AX

2.32%

WIA.AX

WC8.AX

3.9%

WTC.AX

-0.85%

WDS.AX

-0.85%

WOW.AX

0.82%

WOR.AX

0.46%

XRO.AX

0.95%

YAL.AX

2.14%

ZIM.AX

2.5%

ZIP.AX

-1.75%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.97	-0.46	-0.3
SSO ASX Small Caps	15.09	0.09	0.6
IVV S&P 500	73.12	0.16	0.22
NDQ Nasdaq	61.28	0.43	0.71
F100 FTSE 100	15.46	-0.02	-0.13
ASIA Asia Tech	19.84	0.27	1.38
IEU Europe	100.55	0.26	0.26
IEM Emerging Markets	93.51	0.61	0.66
Gold Gold	56.07	0.39	0.7
ACDC Battery Tech	130.07	2.27	1.78

COMMODITIES	Close($)	-/+	%
Gold	4,326.16	-15.5514	-0.36
Silver	63.63	0.0784	0.12
Platinum	1,751.02	6.0327	0.35
Palladium	1,367.38	-10.5125	-0.76
Ice Brent Crude	82.38	-0.11	-0.13
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7060	-0.0007	-0.1
Euro	1.1549	-0.0009	-0.08
British Pound	1.3482	-0.0006	-0.04
Canadian Dollar	1.3960	0.0022	0.16
New Zealand Dollar	0.5887	-0.0006	-0.1
Chinese Yuan	6.7463	-0.0009	-0.01
Japanese Yen	158.1500	0.39	0.25

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.78	-0.95%	150.79%	0.30 0.85
BGL	Bellevue Gold Limited	1.54	1.65%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	63.62	1.03%	57.94%	39.30 65.98
FMG	Fortescue Ltd	18.04	0.08%	-2.65%	17.65 23.38
NHC	New Hope Corporation Ltd	5.29	1.54%	18.14%	3.77 6.17
WHC	Whitehaven Coal Limited	7.50	2.39%	8.44%	5.94 9.90
NEM	Newmont Cdi	159.42	4.32%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.60	1.35%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.10	-0.02%	86.07%	11.47 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
SRL	Sunrise Energy	18.99	19.21
G6M	Group 6 Metals	3.60	16.88
FPR	Fleetpartners Gr	3.92	12.97
LIN	Lindian Resource	0.78	12.19
CAR	Car Group	29.26	8.29
EIQ	Echoiq	1.58	7.48
RSG	Resolute Mining	1.13	6.6
SX2	Southern Cro Cdi	11.90	6.25
MSB	Mesoblast	2.37	6.05
EUR	European Lithium	0.31	5.93

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ARF	Arena Reit	2.62	-20.27
IDX	Integral Diagnos	2.03	-6.88
EOS	Electro Optic Sy	7.25	-6.33
TPW	Temple & Webster	5.75	-4.96
AXQ	Aura Consolidate	3.19	-4.49
WBC	Westpac Banking	36.25	-4.43
CDA	Codan	39.25	-4.42
AMP	Amp	2.33	-3.93
WLE	Wam Leaders	1.34	-3.76
BPT	Beach Energy	0.83	-3.76

OPINION

Latest Market Matters Opinions

10/08/2026 09:37

Shawn’s Trade Idea: Alkane Resources Ltd (ALK) $1.535

Gold producer and explorer ALK surged higher last week along with other ASX precious metal names. Following the soft US Jobs report, the dial appears to have turned towards interrelated bonds and gold, and while this week’s US CPI is another hurdle for the space we like the risk/reward around last week’s close.

10/08/2026 09:36

Trading Ideas – Position Updates

Existing positions plus new and past trades can be found on the MM website Here. New ideas and changes to positions/stops and orders are posted on the MM Site as they unfold.

ACTION

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Market Matters Content

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX wraps up a strong week with Tech & Materials leading the line

Afternoon report 07/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

James, I don’t usually write empty praises, just to win favours or encourage you, but reading your reply to “The psychology of investing” almost perfectly described me. After about 40 years of trading/investing on the ASX, at the age of 88, I still find it difficult to except a losing decision, and crystallize the loss, by selling it. Consequently, I hold some stock, like WTC, with large losses. I tell myself, management private behavior, should not influence the share price. The market says otherwise. I know about fighting the tape, but… When I do sell a stock, even for a very small profit, I do feel elated. My other problem area is selling high dividend paying shares. I suspect, many other subscriber feels the same. The best example is GQG. Its price is falling since 2024, but it pays nearly ~11% dividend! … and it pays it 4 times a year. I suspect, they paying it that frequently, to remind everyone “I am high yielding”. I keep asking myself “if I sell GQG, where can I invest this money, showing better than 10%?”. I do ask myself your suggested question “If I did not already own this stock, would I buy it today at the current price?”, but unfortunately, I come up with the wrong answer! Best regards, John G

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

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Latest View Points

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Morning Report

Macro Monday: Friday’s weak jobs report set to add strength to the ASX

Morning report 10/08/2026

Afternoon Report

The Match Out: ASX wraps up a strong week with Tech & Materials leading the line

Afternoon report 07/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 07/08/2026

The psychology of investing

Ask James

Question asked 07/08/2026

MA2HA

Apologies guys but can you please advise your latest thoughts on MA2HA. Think you have addressed this one over time - but your latest thoughts pls. Cheers

Latest View Points

NCK

REA

BXB

AZJ

LLC

SGH

CCP

FSLR US

BHP

ACDC

HGEN US

IZZ

Chart of the week

Bitcoin ($US)

Aus. Investment blog Subscribe to blog

Copper punches above US$14,000/MT sending related stocks higher

Copper stocks across Asia are rallying strongly as the industrial metal hits levels not seen since mid-May.

Resource sector 30/07/2026

Why is Domino’s Pizza (ASX: DMP) up more than 10%?

Domino's is surging up by more than +11% after the company reaffirmed its FY26 profit guidance despite booking ~$300M in write-downs, triggering a sharp squeeze of the heavily shorted stock.

ASX:DMP 30/07/2026

Opinion + Action