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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-9.63%

ABG.AX

1.23%

ASK.AX

-0.73%

AGL.AX

0.42%

A1M.AX

1.82%

AIZ.AX

-1.37%

AAI.AX

-0.47%

ALK.AX

-0.86%

A4N.AX

-4.35%

ALQ.AX

0.07%

AMC.AX

1.73%

AOV.AX

-0.16%

AMP.AX

-3.3%

ALD.AX

-0.34%

ANN.AX

1.33%

ANZ.AX

0.8%

APA.AX

1.55%

ARU.AX

1.06%

ARB.AX

-0.21%

ARF.AX

-0.31%

ARG.AX

1.39%

ALL.AX

-0.72%

AYA.AX

-4.36%

APZ.AX

0.38%

ASX.AX

-0.29%

ALX.AX

-0.1%

AUB.AX

-0.26%

AIA.AX

0.36%

AZJ.AX

0.6%

ABB.AX

0.3%

ASB.AX

0.36%

AAC.AX

AFI.AX

1.03%

AUI.AX

-0.63%

BOQ.AX

0.08%

BMN.AX

-2.18%

BCI.AX

-2.41%

BPT.AX

1.8%

BGA.AX

0.26%

BGL.AX

-0.77%

BEN.AX

1.11%

BNZ.AX

-1.6%

BHP.AX

0.26%

BKI.AX

1.13%

BC8.AX

-0.27%

XYZ.AX

-2.38%

BSL.AX

1.16%

BMC.AX

4.64%

BXB.AX

1.16%

BVS.AX

-2.08%

BRE.AX

BRG.AX

-0.54%

BGP.AX

BFL.AX

BWP.AX

0.89%

CMM.AX

0.33%

CSC.AX

-0.46%

CAR.AX

-5.51%

CIN.AX

-0.57%

CYL.AX

2.12%

CAT.AX

-0.17%

CWP.AX

-0.14%

CNI.AX

-2.22%

CIP.AX

0.64%

COF.AX

0.54%

CGF.AX

-0.41%

CIA.AX

-0.26%

CHI.AX

3.85%

CHC.AX

0.96%

CLW.AX

0.79%

CQR.AX

0.75%

CQE.AX

0.91%

CNU.AX

0.25%

C79.AX

0.71%

CVL.AX

-0.77%

CU6.AX

-11.27%

CWY.AX

-0.84%

CUV.AX

-1.09%

CBO.AX

1.65%

COH.AX

0.97%

CDA.AX

-1.43%

COL.AX

1.29%

CKF.AX

0.12%

CBA.AX

-0.05%

CPU.AX

-1.42%

CEN.AX

-1.3%

CXO.AX

-6.36%

CCP.AX

0.47%

CMW.AX

CSL.AX

-1.58%

CCL.AX

0.82%

DBI.AX

0.69%

DTL.AX

-0.61%

DTR.AX

3.7%

DYL.AX

-3.09%

DRR.AX

0.78%

DVP.AX

1.39%

DXS.AX

-0.26%

DXI.AX

0.81%

DDR.AX

-0.36%

DGT.AX

5.14%

DJW.AX

2.58%

DMP.AX

-0.8%

DOW.AX

0.37%

DPM.AX

0.29%

DRO.AX

-5.39%

DUR.AX

0.19%

DNL.AX

-0.13%

APE.AX

-1.88%

EBO.AX

0.36%

EIQ.AX

-0.93%

ELD.AX

1.1%

EOS.AX

-1.88%

ELV.AX

-9.32%

ELS.AX

-4.44%

EHL.AX

1.04%

EMR.AX

1.62%

EDV.AX

-1.06%

ERA.AX

EQR.AX

4.81%

EUR.AX

-3.16%

EVN.AX

2.31%

EVT.AX

-0.77%

FCL.AX

-2.2%

FFM.AX

-4.45%

FPH.AX

-0.03%

FPR.AX

FBU.AX

0.36%

FLT.AX

-0.54%

FRS.AX

-5.56%

FMG.AX

0.69%

FRW.AX

0.18%

FGX.AX

-1.81%

FGG.AX

0.6%

GLF.AX

-0.33%

GDG.AX

-5.43%

GNE.AX

-1.87%

GMD.AX

0.56%

GNP.AX

1.11%

GMG.AX

-0.37%

GPT.AX

0.98%

GQG.AX

-3.49%

GNG.AX

-1.16%

GNC.AX

-0.6%

GGP.AX

1.13%

GOZ.AX

0.87%

GCI.AX

0.48%

GYG.AX

-2.22%

GWA.AX

1.79%

HSN.AX

0.47%

HVN.AX

1.03%

HGH.AX

-2.48%

HM1.AX

HLI.AX

1.18%

HMC.AX

1.03%

HDN.AX

1.72%

HUB.AX

-4.97%

IEL.AX

0.23%

IGO.AX

-2.23%

ILU.AX

-3.9%

IMD.AX

0.37%

IMR.AX

-3.08%

IFT.AX

0.24%

INA.AX

0.92%

ING.AX

0.13%

IAG.AX

-3.41%

IDX.AX

-0.87%

IPG.AX

-4.35%

IPX.AX

-3.79%

IPH.AX

-1.68%

IRE.AX

-0.17%

JHX.AX

1.19%

JBH.AX

0.72%

JDO.AX

-4.37%

JMS.AX

KAR.AX

-2.51%

KLS.AX

-1.61%

KCN.AX

3.68%

KKC.AX

0.5%

GLS.AX

1.28%

LGF.AX

-3.79%

L1G.AX

-1.1%

LSF.AX

1.31%

LRV.AX

-0.41%

LFS.AX

-2.47%

LLC.AX

-0.63%

LFG.AX

0.32%

360.AX

-1.63%

LIC.AX

2.2%

LNW.AX

-4.3%

LIN.AX

-1.1%

LTR.AX

-4.97%

LOV.AX

0.8%

LYL.AX

4.64%

LYC.AX

-0.53%

MA1.AX

0.51%

MAF.AX

-0.83%

MGH.AX

-0.95%

MAH.AX

1.87%

MQG.AX

-0.2%

MAQ.AX

-3.91%

MAD.AX

0.26%

MFG.AX

-3.37%

MMS.AX

-1.03%

MPL.AX

-1.2%

MP1.AX

-5.01%

MCY.AX

-0.54%

MEZ.AX

-1.67%

MSB.AX

-9.13%

MLX.AX

-4.43%

MTS.AX

-1.8%

MOT.AX

-1.5%

MXT.AX

0.39%

MMI.AX

4.39%

MFF.AX

0.8%

MIN.AX

-1.31%

MI6.AX

0.9%

MIR.AX

MGR.AX

0.99%

MND.AX

0.4%

MYR.AX

MYS.AX

0.66%

NAN.AX

-2.13%

NAB.AX

-0.16%

NGI.AX

-1.37%

NWL.AX

-2.64%

NEU.AX

-4.15%

NHC.AX

0.56%

NEM.AX

1.93%

NWS.AX

-0.79%

NXG.AX

-4.28%

NXT.AX

-5.06%

NHF.AX

-0.14%

NCK.AX

-0.56%

NIC.AX

0.84%

NEC.AX

-0.85%

NST.AX

2.86%

NWH.AX

0.55%

NUF.AX

2.4%

OCL.AX

0.98%

OML.AX

0.69%

OPH.AX

0.36%

OBM.AX

0.23%

ORI.AX

0.73%

ORG.AX

0.14%

ORA.AX

-0.71%

PDN.AX

-4.47%

PNR.AX

2.13%

PPC.AX

1.72%

PPM.AX

-1.58%

PRN.AX

1.09%

PPT.AX

-0.59%

PCI.AX

-0.46%

PRU.AX

2.82%

PXA.AX

-1.15%

PNI.AX

-1.59%

PL8.AX

1.47%

PLS.AX

-6.13%

PGF.AX

4.44%

PNV.AX

-3.44%

PDI.AX

-4.51%

PMV.AX

-0.61%

PME.AX

1.75%

PWH.AX

-1.87%

PYC.AX

-0.81%

QAN.AX

-0.65%

QBE.AX

-0.6%

QAL.AX

-2.27%

QRI.AX

QUB.AX

-0.1%

RMS.AX

2.94%

RHC.AX

0.23%

REA.AX

-0.05%

RDX.AX

-0.25%

REH.AX

-0.24%

RF1.AX

0.53%

RPL.AX

-1.6%

RG1.AX

-0.41%

RGN.AX

0.61%

REG.AX

-2.23%

RRL.AX

3.06%

RWC.AX

1.06%

RMD.AX

-0.8%

RSG.AX

3.85%

SGLLV.AX

6.63%

RIC.AX

-0.57%

RIO.AX

1.56%

RXL.AX

-5.56%

RFF.AX

1.46%

RYM.AX

SFR.AX

-0.37%

STO.AX

1.14%

SCG.AX

1.42%

SEK.AX

-0.55%

SHV.AX

0.66%

SRV.AX

-0.15%

SSM.AX

0.76%

SGH.AX

2.13%

SHA.AX

0.29%

SIG.AX

-1.43%

SLX.AX

-2.01%

SGM.AX

-0.27%

SDR.AX

-2.17%

SKS.AX

2.01%

SKC.AX

0.54%

SIQ.AX

-0.12%

SHL.AX

-0.53%

S32.AX

-0.13%

SX2.AX

-0.63%

SXE.AX

-1.77%

SPK.AX

1.65%

SRG.AX

0.12%

SBM.AX

-5.5%

SMR.AX

-1.46%

SDF.AX

0.59%

SGP.AX

2.49%

SNZ.AX

SUN.AX

-0.84%

SRL.AX

-1.52%

SUL.AX

-0.15%

SLC.AX

-0.3%

SNL.AX

-0.49%

SYL.AX

-3.34%

TAH.AX

-1.49%

TEA.AX

0.63%

TNE.AX

-1.85%

TLX.AX

-3.38%

TLS.AX

0.68%

TPW.AX

1.08%

A2M.AX

0.99%

TLC.AX

0.54%

SGR.AX

-1.58%

TVN.AX

1.92%

THL.AX

6.67%

TWR.AX

TPG.AX

-0.41%

TCL.AX

1.38%

TWE.AX

-1.37%

TUA.AX

-3.08%

TCG.AX

1.6%

TRA.AX

UNI.AX

1.84%

VAU.AX

2.48%

VNT.AX

-0.38%

VCX.AX

1.35%

VGN.AX

0.82%

VEA.AX

-0.98%

VUL.AX

-4.49%

VSL.AX

-1.6%

VYS.AX

WA1.AX

-3.85%

WGN.AX

2.77%

WAM.AX

WGB.AX

-0.47%

WLE.AX

0.38%

SOL.AX

1.29%

WPR.AX

0.6%

WQG.AX

2.13%

WEB.AX

0.68%

WBT.AX

-6.13%

WES.AX

1.01%

WAF.AX

-2.41%

WGX.AX

3.43%

WBC.AX

0.58%

WHF.AX

0.21%

WHC.AX

0.06%

WIA.AX

2.27%

WC8.AX

-0.5%

WTN.AX

WTC.AX

-1.47%

WDS.AX

1.02%

WOW.AX

0.63%

WOR.AX

-2.21%

XRO.AX

0.03%

YAL.AX

0.36%

ZIM.AX

-0.04%

ZIP.AX

-3.07%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.90	0.03	0.02
SSO ASX Small Caps	15.49	-0.22	-1.4
IVV S&P 500	70.72	-0.95	-1.33
NDQ Nasdaq	62.06	-1.69	-2.65
F100 FTSE 100	15.21	0.07	0.46
ASIA Asia Tech	22.14	-1.67	-7.01
IEU Europe	104.85	0.2	0.19
IEM Emerging Markets	97.43	-3.83	-3.78
Gold Gold	53.27	0.43	0.81
ACDC Battery Tech	156.53	-4.81	-2.98

COMMODITIES	Close($)	-/+	%
Gold	4,013.83	-12.167	-0.3
Silver	56.44	-1.4275	-2.47
Platinum	1,574.92	-26.1226	-1.63
Palladium	1,179.97	-4.4311	-0.37
Ice Brent Crude	74.84	1.1	1.49
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6890	-0.0018	-0.26
Euro	1.1374	0.0007	0.06
British Pound	1.3198	0.0007	0.05
Canadian Dollar	1.4189	-0.0009	-0.06
New Zealand Dollar	0.5643	-0.0004	-0.07
Chinese Yuan	6.8016	0.004	0.06
Japanese Yen	161.6100	-0.17	-0.11

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.70	1.82%	128.33%	0.30 0.79
BGL	Bellevue Gold Ltd	1.29	-0.77%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.68	0.26%	62.06%	36.36 65.98
FMG	Fortescue Ltd	19.06	0.63%	27.28%	15.05 23.38
NHC	New Hope Corporation Ltd	5.40	0.47%	43.20%	3.63 6.17
WHC	Whitehaven Coal Ltd	7.99	0.06%	46.42%	5.31 9.90
NEM	Newmont Cdi	136.96	1.92%	0.00%	86.01 190.91
NXG	Nexgen Ene Cdi	13.84	-4.35%	0.00%	9.66 20.47
SFR	Sandfire Resources Ltd	18.92	-0.26%	72.61%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
THL	Tourism Holdings	2.40	6.67
SGLLV	Ricegrowers	15.43	6.63
DGT	Digico Infrastru	2.56	5.14
EQR	Eq Resources	0.27	4.81
BMC	Bmc Minerals Cdi	2.93	4.64
LYL	Lycopodium	18.04	4.64
PGF	Pm Capital Globa	3.29	4.44
MMI	Metro Mining	1.72	4.39
CHI	Channel Infrastr	2.70	3.85
RSG	Resolute Mining	1.01	3.85

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
CU6	Clarity Pharmace	1.81	-11.27
4DX	4dmedical	4.13	-9.63
ELV	Elevra Lithium	9.53	-9.32
MSB	Mesoblast	1.89	-9.13
CXO	Core Lithium	0.26	-6.36
WBT	Weebit Nano	7.81	-6.13
PLS	Pls Group	5.05	-6.13
RXL	Rox Resources	0.38	-5.56
FRS	Forrestania Res	0.43	-5.56
CAR	Car Group	24.43	-5.51

OPINION

Latest Market Matters Opinions

26/06/2026 09:19

BetaShares Global Uranium ETF (ASX: URNM) $10.67

This ASX-traded ETF provides Australian investors with diversified exposure to leading global uranium stocks, including those on the ASX, with NexGen (4.5%) the largest ASX holding. Members must understand this is a volatile space and positions should be sized accordingly, although it's nothing compared with the likes of Deep Yellow (ASX: DYL) and Boss Energy (ASX: BOE), who’ve both endured far steeper corrections in the last 12-months.

26/06/2026 09:18

VanEck Global Clean Energy ETF (ASX: CLNE) $9.94

The VanEck Global Clean Energy ETF (CLNE) has just hit new multi-year highs earlier this month, demonstrating the world's growing appetite for energy, both clean and “dirty.” The Iran conflict led to a powerful re-rating of clean energy stocks as countries across Europe and Asia ramped up their investment in solar, wind, and battery infrastructure to reduce their vulnerability to future supply shocks.

ACTION

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Market Matters Content

ETF Friday: Is the Oil Selloff Creating a Buying Opportunity in Energy ETFs?

Morning report 26/06/2026

Afternoon Report

The Match Out: ASX falls as resources rout continues, JDO plunges on guidance downgrade

Afternoon report 25/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Hi MM Team, Please can you provide your thoughts on the current Acrow (ACF) capital raise. Recently you suggested that infrastructure was an area of the market worth considering for investment. Does ACF fit the mould as an infrastructure play? Thanks, JanP

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

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Latest View Points

XLE US

COAL US

URNM

FUEL

WOR

JDO

TLX

PME

ANN

RMD

RHC

COH

Chart of the week

Sandfire Resources Ltd (SFR)

Aus. Investment blog Subscribe to blog

SiteMinder (ASX: SDR) & Webjet (ASX: WEB) lead tourism stocks higher

Australian tourism stocks gain after the government lowered its travel advice for some Middle Eastern countries.

ASX: SDR 09/06/2026

Why is REA Group (ASX: REA) testing 18-month Lows?

REA Group fell the most in 4-months this morning after being cut to a sell at Bell Potter with $137 PT.

ASX:REA 09/06/2026

Morning Report

ETF Friday: Is the Oil Selloff Creating a Buying Opportunity in Energy ETFs?

Morning report 26/06/2026

Afternoon Report

The Match Out: ASX falls as resources rout continues, JDO plunges on guidance downgrade

Afternoon report 25/06/2026

Ask James ASK A QUESTION

Ask James

Question asked 20/06/2026

Acrow Ltd (ASX: ACF) capital raise?

Ask James

Question asked 20/06/2026

Eagers Automotive (ASX: APE) and Emeco Holdings (ASX: EHL)

Hi Market Matters Team Can I have your current view on APE - Eagers and EHL -Emeco. Emeco announced a trading update yesterday and fell by 4.5%. Do you see a recovery in EHL? regards Debbie

Latest View Points

XLE US

COAL US

URNM

FUEL

WOR

JDO

TLX

PME

ANN

RMD

RHC