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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

7.19%

ABG.AX

1.09%

AIS.AX

1.41%

AGL.AX

-0.72%

AIZ.AX

1.45%

AAI.AX

-2.73%

ALK.AX

1.15%

A4N.AX

-1.8%

ALQ.AX

-0.73%

AMC.AX

-1.52%

AOV.AX

-0.61%

AMP.AX

3.47%

ALD.AX

1.01%

ANN.AX

0.03%

ANZ.AX

0.19%

APA.AX

-1.07%

ARU.AX

ARB.AX

-2.14%

ARF.AX

-0.91%

ARG.AX

ALL.AX

1.17%

AYA.AX

-2.24%

APZ.AX

0.61%

ASX.AX

-0.63%

ALX.AX

AUB.AX

0.55%

AIA.AX

1.56%

AXQ.AX

-22.6%

AZJ.AX

ABB.AX

0.21%

ASB.AX

-0.59%

AAC.AX

0.74%

AEF.AX

-5.06%

AFI.AX

-0.29%

AUI.AX

0.36%

BOQ.AX

-0.16%

BMN.AX

2.52%

BCI.AX

BPT.AX

1.71%

BGA.AX

1.15%

BGL.AX

-0.42%

BEN.AX

0.66%

BNZ.AX

2.13%

BHP.AX

BKI.AX

-0.82%

BC8.AX

1.75%

XYZ.AX

-0.35%

BSL.AX

1.64%

BOE.AX

2.06%

BXB.AX

-0.21%

BVS.AX

-1.53%

BRE.AX

1.97%

BRG.AX

1.45%

BFL.AX

BWP.AX

0.51%

CMM.AX

-0.09%

CSC.AX

-0.64%

CAR.AX

-0.08%

CIN.AX

1.16%

CYL.AX

1.87%

CAT.AX

0.9%

CWP.AX

0.56%

CNI.AX

-0.3%

CIP.AX

0.66%

COF.AX

CGF.AX

CIA.AX

-1.26%

CHC.AX

0.18%

CLW.AX

0.54%

CQR.AX

0.51%

CQE.AX

0.38%

CNU.AX

1.12%

C79.AX

-0.19%

CVL.AX

-0.58%

CU6.AX

CWY.AX

-0.43%

CUV.AX

3.23%

CBO.AX

-1.22%

COH.AX

-0.4%

CDA.AX

-0.6%

COL.AX

0.73%

CKF.AX

-0.5%

CBA.AX

-0.34%

CPU.AX

0.53%

CEN.AX

4.56%

CXO.AX

CCP.AX

0.38%

CMW.AX

CSL.AX

-0.58%

CCL.AX

-2.65%

DBI.AX

1.97%

DTL.AX

0.11%

DTR.AX

7.69%

DYL.AX

6.1%

DRR.AX

0.47%

DVP.AX

-0.18%

DXS.AX

0.35%

DXI.AX

-0.4%

DDR.AX

2.67%

DGT.AX

-0.38%

DJW.AX

-1.01%

DMP.AX

-3.01%

DOW.AX

0.13%

DPM.AX

1.64%

DRO.AX

0.93%

DUR.AX

1.8%

DNL.AX

1.65%

APE.AX

-0.9%

EBO.AX

-0.9%

EIQ.AX

-7.33%

ELD.AX

0.9%

EOS.AX

-1.99%

ELV.AX

-2.15%

ELS.AX

2.25%

EHL.AX

1.53%

EMR.AX

0.2%

EDV.AX

-2.03%

EQR.AX

34.09%

EVN.AX

-2.09%

EVT.AX

0.56%

FDC.AX

0.3%

FCL.AX

-1.05%

FFM.AX

-0.91%

FPH.AX

-0.27%

FPR.AX

-1.72%

FBU.AX

-0.63%

FLT.AX

-2.87%

FRS.AX

-3.8%

FMG.AX

-0.53%

FRW.AX

FGX.AX

0.74%

FGG.AX

GLF.AX

-0.45%

GDG.AX

-2.25%

GNE.AX

0.46%

GMD.AX

-0.72%

GNP.AX

0.66%

GMG.AX

-0.85%

GPT.AX

GQG.AX

-1.08%

GNG.AX

1.99%

GNC.AX

4.18%

GGP.AX

1.11%

GOZ.AX

0.46%

GCI.AX

-0.96%

GYG.AX

GWA.AX

1.27%

HSN.AX

-0.24%

HVN.AX

0.84%

HGH.AX

-1.94%

HM1.AX

-0.68%

HLI.AX

1.44%

HMC.AX

-0.35%

HDN.AX

1.57%

HUB.AX

2.01%

IEL.AX

-2.73%

IGO.AX

-0.75%

ILU.AX

-2.45%

IMD.AX

0.28%

IMR.AX

1.53%

IFT.AX

-1.17%

INA.AX

-0.7%

ING.AX

1.38%

IAG.AX

1.2%

IDX.AX

-0.95%

IPX.AX

0.92%

IPH.AX

0.48%

IRE.AX

-0.76%

JHX.AX

-2.69%

JBH.AX

-0.6%

JDO.AX

1.6%

JMS.AX

1.92%

KAR.AX

KLS.AX

KCN.AX

0.51%

KKC.AX

1.92%

GLS.AX

-0.98%

LGF.AX

-1.75%

L1G.AX

-3.6%

LSF.AX

-2.51%

LRV.AX

1.96%

LFS.AX

-2.19%

LLC.AX

0.68%

LFG.AX

360.AX

-1.41%

LIC.AX

-1.11%

LNW.AX

-0.11%

LIN.AX

-0.72%

LTR.AX

-4.14%

LOV.AX

-2.18%

LYL.AX

2.12%

LYC.AX

-1.7%

MA1.AX

-0.25%

MAF.AX

-0.79%

MGH.AX

-3.02%

MAH.AX

5.23%

MQG.AX

-0.82%

MAQ.AX

0.59%

MAD.AX

-1.21%

MFG.AX

-0.41%

MMS.AX

1.36%

MPL.AX

0.58%

MP1.AX

-1.1%

MCY.AX

MEZ.AX

-0.85%

MSB.AX

-0.41%

MLX.AX

2.92%

MTS.AX

1.36%

MOT.AX

-1.53%

MXT.AX

-0.77%

MFF.AX

0.19%

MIN.AX

-3.86%

MI6.AX

1.74%

MIR.AX

2.29%

MGR.AX

-0.29%

MND.AX

1.61%

MYS.AX

0.62%

NAN.AX

-1.9%

NAB.AX

-0.4%

NGI.AX

0.85%

NWL.AX

-2.21%

NEU.AX

-0.12%

NHC.AX

2.87%

NEM.AX

-1.09%

NWS.AX

-0.21%

NXG.AX

-0.4%

NXT.AX

-0.53%

NHF.AX

1.78%

NCK.AX

-0.71%

NIC.AX

1.76%

NEC.AX

1.03%

NST.AX

-1.04%

NWH.AX

-0.29%

NUF.AX

-0.36%

OCL.AX

-1.54%

OML.AX

OPH.AX

0.4%

OBM.AX

0.5%

ORI.AX

0.57%

ORG.AX

-0.28%

ORA.AX

-0.35%

PDN.AX

0.71%

PNR.AX

4.18%

PPC.AX

-0.83%

PPM.AX

1.25%

PRN.AX

1.44%

PPT.AX

PCI.AX

0.46%

PRU.AX

-0.22%

PXA.AX

-4.94%

PNI.AX

-1.59%

PL8.AX

PLS.AX

-3.23%

PGF.AX

-1.82%

PNV.AX

-1.02%

PDI.AX

1.64%

PMV.AX

-0.28%

PME.AX

-0.77%

PWH.AX

1.79%

PYC.AX

0.31%

QAN.AX

-1.46%

QBE.AX

1.84%

QAL.AX

-1.22%

QRI.AX

RMS.AX

0.7%

RHC.AX

-0.23%

REA.AX

0.23%

RDX.AX

1.35%

REH.AX

-1.66%

RF1.AX

-2.22%

RPL.AX

-2.62%

RG1.AX

0.4%

RGN.AX

-0.42%

REG.AX

1.15%

RRL.AX

0.18%

RWC.AX

-0.8%

RMD.AX

-1.95%

RSG.AX

2.79%

SGLLV.AX

0.81%

RIC.AX

-1.08%

RIO.AX

-1.86%

RXL.AX

-2.63%

RFF.AX

-1.35%

SFR.AX

1.25%

STO.AX

2.08%

SCG.AX

0.76%

SEK.AX

-0.5%

SHV.AX

SRV.AX

-2.22%

SSM.AX

2.39%

SGH.AX

0.43%

SHA.AX

-0.62%

SIG.AX

SLX.AX

-0.67%

SGM.AX

1.7%

SDR.AX

-3.47%

SKS.AX

-6.1%

SKC.AX

4.26%

SIQ.AX

2.39%

SHL.AX

-0.91%

S32.AX

4.62%

SX2.AX

0.25%

SXE.AX

2.07%

SPK.AX

1.96%

SRG.AX

0.57%

SBM.AX

3.66%

SMR.AX

3.35%

SDF.AX

-0.38%

SGP.AX

-0.96%

SKG.AX

-0.38%

SNZ.AX

-3.71%

SUN.AX

0.52%

SRL.AX

5.31%

SUL.AX

0.08%

SLC.AX

-0.32%

SNL.AX

-0.22%

SYL.AX

1.87%

TAH.AX

-0.57%

TEA.AX

3.69%

TNE.AX

-1.48%

TLX.AX

1.27%

TLS.AX

0.6%

TPW.AX

-1.55%

A2M.AX

1.29%

TLC.AX

-1.41%

SGR.AX

9.09%

TVN.AX

-3.64%

THL.AX

2.15%

TWR.AX

0.64%

TPG.AX

TCL.AX

0.68%

TWE.AX

-0.84%

TUA.AX

-1.73%

TCG.AX

3.09%

UNI.AX

-0.54%

VAU.AX

-0.43%

VNT.AX

3.19%

VCX.AX

1.15%

VGN.AX

-2.5%

VEA.AX

3.85%

VUL.AX

VSL.AX

1.58%

VYS.AX

4.32%

WA1.AX

-0.36%

WGN.AX

-0.98%

WAM.AX

0.64%

WGB.AX

0.91%

WLE.AX

1.46%

SOL.AX

-1.15%

WPR.AX

0.41%

WQG.AX

1.49%

WEB.AX

-3.69%

WBT.AX

-7.36%

WES.AX

0.17%

WAF.AX

2.59%

WGX.AX

2.07%

WBC.AX

0.27%

WHF.AX

-1.86%

WHC.AX

2.69%

WIA.AX

1.23%

WC8.AX

-1.32%

WTC.AX

-3.55%

WDS.AX

1.44%

WOW.AX

0.33%

WOR.AX

0.37%

XRO.AX

-2.08%

YAL.AX

5.97%

ZIM.AX

0.47%

ZIP.AX

-3.69%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.58	-0.05	-0.03
SSO ASX Small Caps	14.17	0.05	0.35
IVV S&P 500	70.94	-0.19	-0.27
NDQ Nasdaq	59.55	0.11	0.19
F100 FTSE 100	15.10	-0.01	-0.07
ASIA Asia Tech	19.26	0.16	0.84
IEU Europe	97.30	0.05	0.05
IEM Emerging Markets	91.00	0.76	0.84
Gold Gold	52.48	0.22	0.42
ACDC Battery Tech	124.64	0.65	0.52

COMMODITIES	Close($)	-/+	%
Gold	4,011.56	-5.13	-0.13
Silver	56.92	1.021	1.83
Platinum	1,598.15	6.6257	0.42
Palladium	1,268.78	20.7625	1.66
Ice Brent Crude	88.26	4.03	4.78
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7002	0.0022	0.32
Euro	1.1411	-0.0028	-0.24
British Pound	1.3417	-0.0036	-0.27
Canadian Dollar	1.4059	0.0039	0.28
New Zealand Dollar	0.5844	0.0004	0.07
Chinese Yuan	6.7668	-0.0092	-0.14
Japanese Yen	162.5500	0.19	0.12

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.63	3.31%	89.06%	0.30 0.85
BGL	Bellevue Gold Ltd	1.19	-0.42%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.54	0%	47.12%	39.18 65.98
FMG	Fortescue Ltd	18.77	-0.53%	11.59%	17.34 23.38
NHC	New Hope Corporation Ltd	5.38	2.87%	27.56%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.63	2.69%	20.81%	5.94 9.90
NEM	Newmont Cdi	128.50	-1.09%	0.00%	91.28 190.91
NXG	Nexgen Ene Cdi	12.51	-0.4%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	17.86	1.25%	61.98%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EQR	Eq Resources	0.30	34.09
SGR	The Star Enterta	0.12	9.09
DTR	Dateline Resourc	0.14	7.69
4DX	4dmedical	3.43	7.19
DYL	Deep Yellow	1.31	6.1
YAL	Yancoal Australi	5.68	5.97
SRL	Sunrise Energy	15.26	5.31
MAH	Macmahon Holding	0.91	5.23
S32	South32	4.08	4.62
CEN	Contact Energy	7.80	4.56

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
AXQ	Aura Consolidate	3.63	-22.6
WBT	Weebit Nano	5.41	-7.36
EIQ	Echoiq	1.39	-7.33
SKS	Sks Technologies	7.85	-6.1
AEF	Australian Ethic	4.50	-5.06
PXA	Pexa Group	7.51	-4.94
LTR	Liontown	1.28	-4.14
MIN	Mineral Resource	54.59	-3.86
FRS	Forrestania Res	0.38	-3.8
SNZ	Summerset Group	6.74	-3.71

OPINION

Latest Market Matters Opinions

20/07/2026 16:49

Broker Moves

• Genesis Minerals Raised to Buy at Goldman; PT A$7.80 • SPC Global Rated New Buy at Unified Capital • Endeavour Group Cut to Underweight at Morgan Stanley; PT A$3 • Flight Centre Cut to Neutral at Citi; PT A$13.20

20/07/2026 16:47

What Mattered Today

Another session where the index struggled to break out of its recent range, with the ASX 200 finishing marginally lower despite strong support from energy stocks. The benchmark has now closed little changed in five of the past seven sessions, as investors contend with competing signals from rising oil prices, Middle East tensions and ongoing volatility across technology and resources.

ACTION

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Market Matters Content

Macro Monday: Faster rallies, harder falls – has the Market evolved?

Morning report 20/07/2026

Afternoon Report

The Match Out: A quiet start to the week despite deteriorating news from the Middle East

Afternoon report 20/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/07/2026

Current view on Worley (ASX: WOR), Whitehaven (ASX: WHC), Sandfire (ASX: SFR) and Mirvac (ASX: MGR)

Hi guys, would love to know your current view on a few positions in the growth portfolio - how you feel about how the buying thesis is playing out, your current levels of 'comfort' in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren't in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.

Ask James

Question asked 17/07/2026

Lithium and Junior’s

Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you. I am wondering, is it a good time to accumulate lithium stocks? Is it a good time to buy some of the junior lithium stocks, on a short- or long-term basis, because the price of lithium has fallen. You spoke about Patriot Battery Metals Inc. (PMT) a while back stating, “If the Li price does turn the company could be on a majors shopping list”. PMT is actively developing its Corvette project in Quebec, one of the largest spodumene lithium deposits globally. If not this junior, what other juniors would you consider. Thank you.

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