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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

6.78%

4DX.AX

-9.05%

ABG.AX

AIS.AX

6.17%

AGL.AX

-0.48%

A1M.AX

6.76%

AIZ.AX

-2.74%

AAI.AX

-0.07%

ALK.AX

4.78%

A4N.AX

-2.83%

ALQ.AX

-0.55%

AMC.AX

-1.29%

AOV.AX

-0.27%

AMP.AX

4.76%

ALD.AX

0.86%

ANN.AX

0.29%

ANZ.AX

-1%

APA.AX

-0.9%

ARU.AX

2.63%

ARB.AX

1.64%

ARF.AX

1.55%

ARG.AX

ALL.AX

-1.06%

AYA.AX

1.37%

APZ.AX

-0.38%

ASX.AX

-1.3%

ALX.AX

-0.6%

AUB.AX

-1.11%

AIA.AX

-1.74%

AXQ.AX

8.44%

AMI.AX

7.04%

AZJ.AX

-0.48%

AUC.AX

7.49%

ABB.AX

-0.81%

AAC.AX

-0.73%

AEF.AX

2.91%

AFI.AX

0.3%

AUI.AX

0.78%

BOQ.AX

-1.35%

BMN.AX

1.19%

BCI.AX

-1.12%

BPT.AX

-2.26%

BGA.AX

-0.49%

BGL.AX

4.12%

BEN.AX

-1.73%

BNZ.AX

0.52%

BHP.AX

0.24%

BKI.AX

1.3%

BC8.AX

6.7%

XYZ.AX

-3.96%

BSL.AX

0.34%

BOE.AX

0.38%

BXB.AX

0.25%

BVS.AX

-1.06%

BRE.AX

-2.47%

BRG.AX

-0.69%

BFL.AX

-1.49%

BWP.AX

0.51%

CMM.AX

5.77%

CSC.AX

0.53%

CAR.AX

-1.06%

CIN.AX

1.43%

CYL.AX

2.54%

CAT.AX

2.51%

CWP.AX

3.47%

CNI.AX

CIP.AX

0.33%

COF.AX

-0.55%

CHN.AX

8.76%

CGF.AX

0.5%

CIA.AX

-0.28%

CHC.AX

0.76%

CLW.AX

0.79%

CQR.AX

4.19%

CQE.AX

-0.36%

CNU.AX

0.63%

C79.AX

8.98%

CVL.AX

1.11%

CU6.AX

0.37%

CWY.AX

-0.42%

CBO.AX

0.57%

COH.AX

-0.9%

CDA.AX

-0.92%

COL.AX

-0.7%

CKF.AX

-0.12%

CBA.AX

-1.03%

CPU.AX

-0.85%

CEN.AX

CXO.AX

5.56%

CCP.AX

-0.07%

CMW.AX

1.16%

CSL.AX

-0.13%

CCL.AX

2.52%

DBI.AX

-2.46%

DTL.AX

-0.9%

DYL.AX

1.09%

DRR.AX

1.16%

DVP.AX

-1.32%

DXS.AX

-0.16%

DXI.AX

-0.41%

DDR.AX

0.61%

DGT.AX

0.36%

DJW.AX

-0.34%

DMP.AX

-1.9%

DOW.AX

-1.13%

DPM.AX

2.66%

DRO.AX

-4.39%

DUR.AX

-3.49%

DNL.AX

APE.AX

-0.78%

EBO.AX

-1.02%

EIQ.AX

-5.16%

ELD.AX

-0.54%

EOS.AX

ELV.AX

6.62%

ELS.AX

0.57%

EHL.AX

EMR.AX

4.34%

EDV.AX

3.43%

EQR.AX

-4.69%

EUR.AX

1.72%

EVN.AX

3.08%

EVT.AX

0.21%

FDC.AX

1.13%

FCL.AX

1.54%

FFM.AX

1.6%

FPH.AX

-0.96%

FPR.AX

2.06%

FBU.AX

-0.63%

FLT.AX

-0.29%

FML.AX

1.51%

FRS.AX

1.3%

FMG.AX

-2.33%

FRW.AX

0.17%

FGX.AX

-0.36%

FGG.AX

0.89%

GLF.AX

0.45%

GDG.AX

-0.24%

GNE.AX

-1.41%

GMD.AX

6.1%

GNP.AX

-1.91%

GMG.AX

-0.96%

GPT.AX

0.19%

GQG.AX

-0.35%

GNG.AX

GNC.AX

0.55%

GGP.AX

2.86%

G6M.AX

-8.06%

GOZ.AX

-0.44%

GCI.AX

0.49%

GYG.AX

-0.44%

GWA.AX

-1.23%

HSN.AX

0.68%

HVN.AX

0.4%

HGH.AX

0.75%

HM1.AX

-0.67%

HLI.AX

-0.97%

HMC.AX

-2.22%

HDN.AX

HUB.AX

-1.9%

IEL.AX

-0.88%

IGO.AX

2.76%

ILU.AX

4.42%

IMD.AX

-0.77%

IMR.AX

0.26%

IFT.AX

-0.87%

INA.AX

-0.44%

ING.AX

-0.47%

IAG.AX

1.17%

IDX.AX

-2.24%

IPG.AX

0.62%

IPX.AX

1.18%

IPH.AX

-0.46%

IRE.AX

-0.54%

JHX.AX

5.78%

JBH.AX

-0.27%

JDO.AX

-1.45%

JMS.AX

KAR.AX

-1.49%

KLS.AX

3.1%

KCN.AX

3.7%

KKC.AX

GLS.AX

LGF.AX

0.97%

L1G.AX

-1.82%

LSF.AX

1.96%

LRV.AX

LFS.AX

LLC.AX

0.96%

LFG.AX

0.62%

360.AX

-1.24%

LIC.AX

0.19%

LNW.AX

5.27%

LTR.AX

9.26%

LOV.AX

0.74%

LYL.AX

-1.71%

LYC.AX

3.5%

MA1.AX

0.76%

MAF.AX

1.18%

MGH.AX

0.36%

MAH.AX

-3.4%

MQG.AX

-1.05%

MAQ.AX

-1.48%

MAD.AX

-1.46%

MFG.AX

-1.73%

MMS.AX

0.5%

MPL.AX

0.19%

MP1.AX

0.1%

MCY.AX

-1.25%

MEZ.AX

-0.43%

MSB.AX

MLX.AX

2.78%

MTS.AX

0.96%

MEI.AX

-4.76%

MOT.AX

2.19%

MXT.AX

-0.26%

MFF.AX

-0.74%

MIN.AX

3.83%

MI6.AX

4.11%

MIR.AX

1.57%

MGR.AX

-0.28%

MND.AX

-1.42%

MYS.AX

-0.81%

NAN.AX

1.13%

NAB.AX

-1.1%

NGI.AX

-0.77%

NWL.AX

-1.69%

NEU.AX

5.38%

NHC.AX

0.77%

NMG.AX

9.8%

NEM.AX

2.68%

NWS.AX

-1.34%

NXG.AX

2.2%

NXT.AX

-0.21%

NHF.AX

0.4%

NCK.AX

-0.7%

NIC.AX

-0.6%

NEC.AX

-0.5%

NST.AX

2.3%

NWH.AX

NUF.AX

-1%

OCL.AX

0.14%

OML.AX

-0.63%

OPH.AX

-1.95%

OBM.AX

1.9%

ORI.AX

0.04%

ORG.AX

-0.09%

ORA.AX

0.66%

PDN.AX

3.26%

PNR.AX

3.7%

PPC.AX

-0.27%

PPM.AX

-0.54%

PRN.AX

1.73%

PPT.AX

-0.16%

PCI.AX

-0.45%

PRU.AX

3.62%

PXA.AX

2.36%

PNI.AX

-2.18%

PL8.AX

-1.38%

PLS.AX

6.51%

PGF.AX

-0.59%

PNV.AX

PDI.AX

4.83%

PMV.AX

0.82%

PME.AX

-1.07%

PWH.AX

-0.46%

PYC.AX

-4.23%

QAN.AX

-1.12%

QBE.AX

0.25%

QAL.AX

1.54%

QRI.AX

RMS.AX

4.02%

RHC.AX

1.31%

REA.AX

0.86%

RDX.AX

0.52%

REH.AX

1.76%

RF1.AX

-0.82%

RPL.AX

-3.45%

RG1.AX

0.39%

RGN.AX

REG.AX

-2.02%

RRL.AX

3.4%

RWC.AX

-1.07%

RMD.AX

-8.29%

RSG.AX

3.92%

SGLLV.AX

-1.82%

RIC.AX

-0.69%

RIO.AX

0.79%

RXL.AX

1.08%

RFF.AX

0.91%

RYM.AX

-0.29%

SFR.AX

1.15%

SMI.AX

0.88%

STO.AX

0.39%

SCG.AX

1.27%

SEK.AX

0.33%

SHV.AX

-1.9%

SRV.AX

2.08%

SSM.AX

-0.79%

SGH.AX

-1.25%

SHA.AX

-1.44%

SIG.AX

-0.33%

SLX.AX

0.83%

SGM.AX

0.04%

SDR.AX

SKS.AX

-3.84%

SKC.AX

SIQ.AX

-0.37%

SHL.AX

0.04%

S32.AX

2.48%

SX2.AX

4.28%

SXE.AX

-1.75%

SPK.AX

-0.61%

SRG.AX

-2.02%

SBM.AX

5.41%

SMR.AX

0.83%

SDF.AX

-0.57%

SGP.AX

-0.46%

SKG.AX

SNZ.AX

1.9%

SUN.AX

-0.26%

SRL.AX

0.19%

SUL.AX

-0.8%

SLC.AX

-0.93%

SNL.AX

0.56%

SYL.AX

0.37%

TAH.AX

-2.73%

TEA.AX

-1.02%

TNE.AX

0.61%

TLX.AX

7.65%

TLS.AX

TPW.AX

-2.42%

A2M.AX

-1.87%

TLC.AX

0.37%

SGR.AX

TVN.AX

THL.AX

3.04%

TWR.AX

0.32%

TPG.AX

0.84%

TCL.AX

-0.55%

TWE.AX

3.23%

TUA.AX

TCG.AX

3.91%

USL.AX

1.92%

UNI.AX

-1.64%

VAU.AX

5.42%

VNT.AX

VCX.AX

0.37%

VGN.AX

-1.38%

VMM.AX

5.37%

VGL.AX

1.84%

VEA.AX

0.38%

VUL.AX

4.38%

VSL.AX

2.56%

VYS.AX

3.59%

WA1.AX

2.72%

WGN.AX

1.16%

WAM.AX

0.32%

WGB.AX

SOL.AX

0.19%

WPR.AX

-0.4%

WQG.AX

-1.94%

WEB.AX

-1.44%

WBT.AX

-1.12%

WES.AX

-0.99%

WAF.AX

4.82%

WGX.AX

4.23%

WBC.AX

-1.56%

WHF.AX

WHC.AX

0.41%

WIA.AX

-1.16%

WC8.AX

2.67%

WTC.AX

4.27%

WDS.AX

0.5%

WOW.AX

0.17%

WOR.AX

-1%

XRO.AX

1.47%

YAL.AX

-0.18%

ZIM.AX

-0.13%

ZIP.AX

-3.38%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	154.43	-0.09	-0.06
SSO ASX Small Caps	15.00	0.04	0.27
IVV S&P 500	72.96	-0.09	-0.12
NDQ Nasdaq	60.85	0.15	0.25
F100 FTSE 100	15.48	-0.02	-0.13
ASIA Asia Tech	19.57	-0.21	-1.06
IEU Europe	100.29	-0.06	-0.06
IEM Emerging Markets	92.90	0.09	0.1
Gold Gold	55.68	0.2	0.36
ACDC Battery Tech	127.80	1.27	1

COMMODITIES	Close($)	-/+	%
Gold	4,341.71	102.4814	2.42
Silver	63.55	2.0716	3.37
Platinum	1,744.99	15.7373	0.91
Palladium	1,377.89	6.9959	0.51
Ice Brent Crude	82.38	-0.11	-0.13
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7067	0.0037	0.53
Euro	1.1558	0.0034	0.3
British Pound	1.3488	0.0035	0.26
Canadian Dollar	1.3938	-0.0074	-0.53
New Zealand Dollar	0.5893	0.0024	0.41
Chinese Yuan	6.7472	-0.0016	-0.02
Japanese Yen	157.7600	-0.62	-0.39

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.79	6.76%	150.79%	0.30 0.85
BGL	Bellevue Gold Limited	1.52	4.12%	0.00%	0.84 2.00
BHP	Bhp Group Ltd	62.97	0.24%	57.94%	39.30 65.98
FMG	Fortescue Ltd	18.02	-2.33%	-2.65%	17.65 23.38
NHC	New Hope Corporation Ltd	5.21	0.77%	18.14%	3.77 6.17
WHC	Whitehaven Coal Limited	7.32	0.41%	8.44%	5.94 9.90
NEM	Newmont Cdi	152.82	2.68%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.40	2.2%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.10	1.15%	86.07%	11.47 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NMG	New Murchison	0.06	9.8
LTR	Liontown	1.18	9.26
C79	Chrysos Corporat	6.43	8.98
CHN	Chalice Mining	1.37	8.76
AXQ	Aura Consolidate	3.34	8.44
TLX	Telix Pharmaceut	16.19	7.65
AUC	Ausgold	1.01	7.49
AMI	Aurelia Metals	0.38	7.04
29M	29metals	0.32	6.78
A1M	Aic Mines	0.79	6.76

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	4.22	-9.05
RMD	Resmed Inc	28.87	-8.29
G6M	Group 6 Metals	3.08	-8.06
EIQ	Echoiq	1.47	-5.16
MEI	Meteoric Resourc	0.20	-4.76
EQR	Eq Resources	0.31	-4.69
DRO	Droneshield	2.18	-4.39
PYC	Pyc Therapeutics	2.04	-4.23
XYZ	Block Cdi	113.73	-3.96
SKS	Sks Technologies	8.27	-3.84

OPINION

Latest Market Matters Opinions

08/08/2026 09:13

First Up

The ASX 200 finished a strong week up +3.2%, posting new highs on three of the five sessions. August is only one full week old, and the local market has already surged towards 9300 as the miners continue to drive the index higher. Monday is set to deliver a repeat performance as a soft US jobs report dulled the prospects of Fed rate hikes, pushing the miners and, in particular, gold names substantially higher after the precious metal surged over US$100.

07/08/2026 17:39

What Mattered Today

The ASX 200 finished essentially flat, though it did recover from early weakness, having pulled back and tested this week’s breakout level (~9200), before pushing higher – a positive technical sign. After resetting record highs twice this week, the market moved into more of a holding pattern ahead of next week’s heavier reporting calendar, with strength across materials and technology offset by weakness in the banks and selected healthcare names.

ACTION

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Market Matters Content

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

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

ETF Friday: Four ETFs to watch as the miners power the ASX to new highs

Morning report 07/08/2026

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