scroll

Opinion + Action

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

FIND OUT MORE

ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.3%

4DX.AX

-2.44%

ABG.AX

-0.61%

AIS.AX

-1.98%

AGL.AX

-1.84%

A1M.AX

0.56%

AIZ.AX

3.13%

AAI.AX

-2.22%

ALK.AX

A4N.AX

-2.46%

ALQ.AX

-2.78%

AMC.AX

-1.64%

AOV.AX

-2.12%

AMP.AX

-1.88%

AEL.AX

-1.94%

ALD.AX

-0.74%

ANN.AX

1.14%

ANZ.AX

1.1%

APA.AX

-0.65%

ARU.AX

ARB.AX

-2.04%

ARF.AX

-0.94%

ARG.AX

0.77%

ALL.AX

-2.49%

AYA.AX

-4.03%

APZ.AX

-2.83%

ASX.AX

-1.07%

ALX.AX

-2.25%

AUB.AX

-3.7%

AIA.AX

1.93%

AXQ.AX

-2.56%

AMI.AX

3.96%

AZJ.AX

0.54%

AUC.AX

1.15%

ABB.AX

ASB.AX

-2.86%

AAC.AX

ACL.AX

-1.77%

AFI.AX

0.3%

AUI.AX

-0.25%

BOQ.AX

0.77%

BMN.AX

-3.65%

BAP.AX

-1.18%

BCI.AX

-1.56%

BPT.AX

-0.59%

BGA.AX

-0.16%

BGL.AX

0.31%

BEN.AX

0.88%

BNZ.AX

-2.88%

BHP.AX

-0.49%

BKI.AX

0.28%

BC8.AX

-0.5%

XYZ.AX

2.08%

BSL.AX

-1.11%

BOE.AX

-4.62%

BXB.AX

-1.07%

BVS.AX

-1.27%

BRE.AX

-1.75%

BRG.AX

-1.83%

BTR.AX

2.63%

BFL.AX

-1.14%

BWP.AX

-0.56%

CMM.AX

0.46%

CSC.AX

-1.36%

CAR.AX

-3.73%

CIN.AX

CYL.AX

-0.51%

CAT.AX

CWP.AX

-1.99%

CNI.AX

-2.78%

CIP.AX

-0.72%

COF.AX

-1.18%

CGF.AX

-1.06%

CIA.AX

-2.2%

CHI.AX

10.27%

CHC.AX

-1.29%

CLW.AX

-1.5%

CQR.AX

-2.21%

CQE.AX

-2.97%

CNU.AX

0.74%

C79.AX

-2.62%

CVL.AX

-2.55%

CU6.AX

0.96%

CWY.AX

-1.89%

CBO.AX

-1.43%

COH.AX

-0.35%

CDA.AX

-0.97%

CGS.AX

4.01%

COL.AX

1.27%

CKF.AX

-0.78%

CBA.AX

0.57%

CPU.AX

-0.93%

CEN.AX

-0.72%

CXO.AX

-2.82%

CCP.AX

-0.42%

CMW.AX

-1.43%

CSL.AX

-1.21%

CCL.AX

-1.31%

DBI.AX

DTL.AX

-1.86%

DYL.AX

-3.46%

DRR.AX

-2.88%

DVP.AX

2.11%

DXS.AX

-1.09%

DXI.AX

-1.72%

DDR.AX

-2.41%

DGT.AX

0.41%

DJW.AX

0.34%

DMP.AX

-0.98%

DOW.AX

0.75%

DPM.AX

1.43%

DRO.AX

-0.62%

DUR.AX

1.28%

DNL.AX

-3.96%

APE.AX

-4.74%

EBO.AX

-0.26%

ELD.AX

-0.78%

EOS.AX

5.99%

ELV.AX

-2.94%

ELS.AX

-8.14%

EHL.AX

-1.65%

EMR.AX

-0.29%

EDV.AX

-0.33%

EQR.AX

-10%

EQT.AX

-3.96%

EUR.AX

9.09%

EVN.AX

-0.07%

EVT.AX

-0.29%

FDC.AX

FCL.AX

-1.88%

FFM.AX

-0.29%

FPH.AX

0.55%

FPR.AX

-0.43%

FBU.AX

-1.03%

FLT.AX

-1.26%

FML.AX

-1.03%

FRS.AX

-4.69%

FMG.AX

-2.27%

FRW.AX

-0.76%

FGX.AX

-1.15%

FGG.AX

0.61%

GLF.AX

-2%

GDG.AX

-4.18%

GNE.AX

-1.46%

GMD.AX

1.19%

GNP.AX

-4.03%

GMG.AX

0.69%

GPT.AX

-0.68%

GQG.AX

-0.46%

GNG.AX

0.26%

GNC.AX

-1.05%

GGP.AX

-1.55%

G6M.AX

12.03%

GOZ.AX

-0.51%

GCI.AX

-0.49%

GYG.AX

-0.12%

GWA.AX

0.51%

HSN.AX

-2.61%

HVN.AX

-0.72%

HGH.AX

-1.9%

HM1.AX

-0.34%

HLI.AX

-1.67%

HMC.AX

-4.17%

HDN.AX

-1.85%

HUB.AX

-4.33%

IEL.AX

1.33%

IGO.AX

-1.79%

ILU.AX

-2.98%

IMD.AX

-0.9%

IMR.AX

-4.94%

IFT.AX

-1.72%

INA.AX

0.45%

ING.AX

3.92%

IAG.AX

0.51%

IDX.AX

-1.78%

IPG.AX

0.17%

IPX.AX

-2.13%

IPH.AX

-0.3%

IRE.AX

-1.49%

JHX.AX

-2.48%

JBH.AX

-2.75%

JDO.AX

1.06%

KAR.AX

1.13%

KLS.AX

-1.75%

KCN.AX

-1.95%

KKC.AX

0.48%

GLS.AX

L1G.AX

-2.5%

LSF.AX

-0.42%

LGF.AX

-1.27%

LRV.AX

-2.61%

LFS.AX

1.81%

LLC.AX

-1.64%

LFG.AX

-3.61%

360.AX

0.05%

LIC.AX

-3.53%

LNW.AX

-3.31%

LIN.AX

-5.56%

LTR.AX

-3.59%

LOV.AX

-1.82%

LYL.AX

0.26%

LYC.AX

-1.18%

MA1.AX

0.26%

MAF.AX

-1.88%

MGH.AX

-0.72%

MAH.AX

-3.46%

MQG.AX

-1.25%

MAQ.AX

-3.38%

MAD.AX

-3.57%

MFG.AX

-2.87%

MMS.AX

-2.95%

MM8.AX

MPL.AX

-0.44%

MP1.AX

MCY.AX

-0.92%

MEZ.AX

MSB.AX

-1.37%

MLX.AX

-3.69%

MTS.AX

1.06%

MEI.AX

-2.56%

MOT.AX

0.62%

MXT.AX

0.29%

MFF.AX

-0.73%

MIN.AX

-3.27%

MI6.AX

1.08%

MIR.AX

-0.42%

MGR.AX

-1.72%

MND.AX

-2.58%

MYS.AX

0.2%

NAN.AX

-1.34%

NAB.AX

1.02%

NGI.AX

-3.36%

NWL.AX

-8.15%

NEU.AX

-1.84%

NHC.AX

-2.39%

NMG.AX

5.33%

NEM.AX

-1.96%

NWS.AX

0.77%

NXG.AX

-3.02%

NXT.AX

-1.75%

NHF.AX

-0.77%

NCK.AX

-3.68%

NIC.AX

-0.61%

NEC.AX

-2.24%

NST.AX

-0.72%

NWH.AX

-1.59%

NUF.AX

-0.98%

NXL.AX

0.53%

OCL.AX

-1.71%

OML.AX

OPH.AX

-0.84%

OBM.AX

0.65%

ORI.AX

-1.42%

ORG.AX

-1.54%

ORA.AX

-1.77%

PDN.AX

-3.73%

PNR.AX

0.34%

PDI.AX

-4.14%

PPC.AX

0.3%

PPM.AX

PRN.AX

-1.35%

PPT.AX

-1.18%

PCI.AX

PRU.AX

-0.15%

PXA.AX

-2.21%

PNI.AX

-2.66%

PL8.AX

-0.71%

PLS.AX

-2.54%

PGF.AX

PNV.AX

-2.05%

PMV.AX

-1.51%

PME.AX

-1.63%

PWH.AX

-0.87%

PYC.AX

-3.09%

QAN.AX

-1%

QBE.AX

0.04%

QAL.AX

-7.98%

QRI.AX

-0.66%

RMS.AX

-1.78%

RHC.AX

-0.58%

REA.AX

-2.91%

RDX.AX

-1.42%

REH.AX

-2.87%

RF1.AX

2.99%

RPL.AX

1.33%

RG1.AX

0.39%

RGN.AX

-0.91%

REG.AX

-4.09%

RRL.AX

-0.13%

RWC.AX

0.65%

RMD.AX

-0.38%

RSG.AX

1.67%

SGLLV.AX

-0.17%

RIC.AX

-0.39%

RIO.AX

-0.97%

RXL.AX

RFF.AX

-1.29%

RYM.AX

-1.26%

SFR.AX

-1.06%

SMI.AX

6.67%

STO.AX

0.12%

SCG.AX

-0.29%

SEK.AX

-2.47%

SHV.AX

-1.37%

SRV.AX

-1.04%

SSM.AX

-0.8%

SGH.AX

-1.79%

SHA.AX

2.23%

SIG.AX

-0.39%

SLX.AX

-1.12%

SGM.AX

-2.18%

SDR.AX

-2.25%

SKS.AX

-1.07%

SKC.AX

1.92%

SIQ.AX

-4.22%

SHL.AX

-0.63%

S32.AX

0.2%

SX2.AX

-2.79%

SPK.AX

-1.58%

SRG.AX

-1.95%

SBM.AX

0.61%

SMR.AX

-0.75%

SDF.AX

SXE.AX

-3.83%

SGP.AX

-1.95%

SKG.AX

SNZ.AX

-0.32%

SUN.AX

-1.12%

SRL.AX

-2.59%

SUL.AX

-1.59%

SLC.AX

-1.53%

SNL.AX

-1.49%

SYL.AX

TAH.AX

-0.55%

TEA.AX

-3.06%

TNE.AX

-1.21%

TLX.AX

1.02%

TLS.AX

A2M.AX

1.22%

TLC.AX

-1.64%

SGR.AX

-10.34%

THL.AX

0.89%

TWR.AX

-0.62%

TPG.AX

-0.79%

TCL.AX

-0.38%

TWE.AX

0.18%

TUA.AX

-0.56%

TCG.AX

0.58%

UNI.AX

-0.93%

VAU.AX

0.79%

VNT.AX

0.66%

VCX.AX

-0.44%

VGN.AX

-1.06%

VMM.AX

-5.18%

VGL.AX

0.91%

VEA.AX

-0.94%

VUL.AX

-5.56%

VSL.AX

-0.18%

WA1.AX

-0.19%

WGN.AX

-4.08%

WAM.AX

-1.27%

WGB.AX

WLE.AX

-0.39%

SOL.AX

-3.85%

WPR.AX

WQG.AX

2.38%

WEB.AX

-2.32%

WBT.AX

0.82%

WES.AX

-0.35%

WAF.AX

-0.28%

WGX.AX

0.74%

WBC.AX

1.05%

WHF.AX

-0.64%

WHC.AX

-2.25%

WIA.AX

WTC.AX

-2.25%

WDS.AX

0.35%

WOW.AX

0.52%

WOR.AX

-1.23%

XRO.AX

-2.81%

YAL.AX

-1.39%

ZIM.AX

-3.29%

ZIP.AX

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.30	-0.58	-0.39
SSO ASX Small Caps	14.42	-0.32	-2.17
IVV S&P 500	73.17	0.45	0.62
NDQ Nasdaq	63.37	0.74	1.18
F100 FTSE 100	15.15	0.05	0.33
ASIA Asia Tech	21.46	0.05	0.23
IEU Europe	96.84	0.6	0.62
IEM Emerging Markets	97.32	0.51	0.53
Gold Gold	55.82	0.13	0.23
ACDC Battery Tech	119.56	-1.44	-1.19

COMMODITIES	Close($)	-/+	%
Gold	4,292.70	14.7172	0.34
Silver	64.41	0.505	0.79
Platinum	1,774.05	25.55	1.46
Palladium	1,269.45	-4.8	-0.38
Ice Brent Crude	106.77	3.69	3.58
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7029	0.0019	0.27
Euro	1.1390	0.0013	0.11
British Pound	1.3243	0.0028	0.21
Canadian Dollar	1.4150	0.0016	0.11
New Zealand Dollar	0.5664	0.0005	0.09
Chinese Yuan	6.7128	0.0017	0.03
Japanese Yen	157.2500	-1.58	-0.99

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.90	0.56%	148.61%	0.38 0.94
BGL	Bellevue Gold Limited	1.60	0.31%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.72	-0.49%	51.64%	40.18 68.77
FMG	Fortescue Ltd	16.37	-2.27%	-12.44%	16.14 23.38
NHC	New Hope Corporation Ltd	5.71	-2.39%	49.23%	3.77 6.61
WHC	Whitehaven Coal Limited	7.37	-2.25%	13.90%	6.33 9.90
NEM	Newmont Cdi	171.02	-1.96%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	13.16	-3.02%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	22.38	-1.06%	78.25%	13.58 25.00

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
G6M	Group 6 Metals L	3.26	12.03
CHI	Channel Infrastr	2.90	10.27
EUR	European Lithium	0.42	9.09
SMI	Santana Minerals	0.56	6.67
EOS	Electro Optic Sy	11.32	5.99
NMG	New Murchison Go	0.08	5.33
CGS	Cogstate Ltd	3.37	4.01
AMI	Aurelia Metals	0.53	3.96
ING	Inghams Group	2.12	3.92
AIZ	Air New Zealand	0.33	3.13

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
SGR	The Star Enterta	0.13	-10.34
EQR	Eq Resources	0.45	-10
NWL	Netwealth Group	17.02	-8.15
ELS	Elsight	4.74	-8.14
QAL	Qualitas Limited	2.19	-7.98
VUL	Vulcan Energy	1.96	-5.56
LIN	Lindian Resource	0.60	-5.56
VMM	Viridis Mining A	3.48	-5.18
IMR	Imricor Medical	1.64	-4.94
APE	Eagers Automotiv	18.49	-4.74

OPINION

Latest Market Matters Opinions

25/09/2026 17:01

Broker Moves

• Sandfire Cut to Neutral at Barrenjoey; PT A$23 • Lynas Raised to Overweight at Barrenjoey; PT A$18.50 • Boss Energy Cut to Underweight at Barrenjoey; PT A$1.45 • New Hope Cut to Underweight at Barrenjoey; PT A$5.10 • Minerals 260 Rated New Outperform at Macquarie; PT A$1.30

25/09/2026 17:01

What Mattered Today

The ASX 200 closed lower today, trading in a fairly tight range through the day, as technology stocks extended their recent slide for a fourth consecutive session and consumer discretionary came under further pressure, falling to a near four-month low. On the positive side, Consumer Staples added 0.73% and Financials held up reasonably well, the two sectors doing the defensive work in what has been a difficult week shaped by rising rate expectations.

ACTION

image description

Only available to Members

Take a free 14 day Market Matters trial – full access to all our reports, portfolios, positions, buy and sell recommendations. Access the latest views on the latest developments from professional money managers. It’s free and no payment details are required

For membership options and pricing.

Click here

Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Market Matters Content

ETF Friday: Evaluating 3 leveraged ETFs for a potential Christmas rally by the ASX 200

Morning report 25/09/2026

Afternoon Report

The Match Out: ASX lower as Tech extends slide, Netwealth (NWL) hit with class action

Afternoon report 25/09/2026

Ask James ASK A QUESTION

Ask James

Question asked 25/09/2026

Telix Pharma. (ASX: TLX) takeover of ITM

On Monday Telix (TLX) has announced the acquisition/merger of ITM. The price of TLX dropped like a lead balloon. On Tuesday morning (as I write) some of the losses has recovered, I would appreciate your views, in the long run, is this merger/acquisition detrimental or beneficial to TLX? Best regards, John

Ask James

Question asked 25/09/2026

G8 Education (ASX: GEM) and Grange Resources (ASX: GRR)

Could you please provide some insight re: GEM and GRR. I own both of these for a few years now, bought in on the high at $1.325 and $1.25 respectively. Since then both are on the downtrend and continue to slide.

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Portfolio positioning post the Budget 20/05/2026

MM Market Matters Portfolios

GO TO ALL PORFOLIOS

12.85% Active Growth Portfolio

10.13% Shawn’s Trade Ideas

9.67% Active Income Portfolio

18.98% International Equities Portfolio

4.78% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.85% Active Growth Portfolio 10.13% Shawn’s Trade Ideas 9.67% Active Income Portfolio 18.98% International Equities Portfolio 4.78% Emerging Companies Portfolio 10.42% Core ETF Portfolio

At Market Matters our portfolios give members the chance to see a detailed breakdown of our market activity.

Choose to follow any portfolio, in-part or in-full, discover a portfolio that suits your interests and risk level, and see our latest sales, as well as our holdings.

*Portfolio returns from inception to 30th July 2026

Latest View Points

GMVW

G200

GEAR

PMV

SOL

EDV

CAR

HVN

ARB

A1M