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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

AIS.AX

AGL.AX

A1M.AX

AIZ.AX

AAI.AX

ALK.AX

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ALQ.AX

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ARG.AX

ALL.AX

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ASX.AX

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AUC.AX

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ACL.AX

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BOQ.AX

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BAP.AX

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BGA.AX

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BEN.AX

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BHP.AX

BKI.AX

BC8.AX

XYZ.AX

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BRE.AX

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BFL.AX

BWP.AX

CMM.AX

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CAR.AX

CIN.AX

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CAT.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	143.71	0	0
SSO ASX Small Caps	14.27	0	0
IVV S&P 500	73.66	0	0
NDQ Nasdaq	64.50	0	0
F100 FTSE 100	15.09	0	0
ASIA Asia Tech	21.67	0	0
IEU Europe	96.19	0	0
IEM Emerging Markets	97.99	0	0
Gold Gold	55.04	0	0
ACDC Battery Tech	120.31	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,181.59	3.8292	0.09
Silver	61.16	0.3117	0.51
Platinum	1,723.82	-0.228	-0.01
Palladium	1,184.30	13.05	1.11
Ice Brent Crude	103.00	-0.53	-0.51
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6926	-0.0003	-0.04
Euro	1.1246	0.0005	0.04
British Pound	1.3196	-0.0003	-0.02
Canadian Dollar	1.4220	0.0001	0.01
New Zealand Dollar	0.5598	-0.0005	-0.09
Chinese Yuan	6.7045	0.0015	0.02
Japanese Yen	157.8400	-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	0.90	0%	128.21%	0.41 0.94
BGL	Bellevue Gold Limited	1.57	0%	0.00%	1.06 2.00
BHP	Bhp Group Ltd	60.26	0%	45.31%	40.18 68.77
FMG	Fortescue Ltd	16.25	0%	-11.99%	16.14 23.38
NHC	New Hope Corporation Ltd	5.72	0%	51.79%	3.77 6.61
WHC	Whitehaven Coal Limited	7.36	0%	17.00%	6.33 9.90
NEM	Newmont Cdi	165.80	0%	0.00%	117.59 190.91
NXG	Nexgen Ene Cdi	12.75	0%	0.00%	11.72 20.47
SFR	Sandfire Resources Limited	21.60	0%	53.26%	14.41 25.00

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.36
4DX	4dmedical	4.36
ABG	Abacus Group Unt	0.82
AIS	Aeris Resources	0.48
AGL	Agl Energy Limit	8.07
A1M	Aic Mines	0.90
AIZ	Air New Zealand	0.33
AAI	Alcoa Corpor Cdi	60.11
ALK	Alkane	1.86
A4N	Alpha Hpa	0.59

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.00
ZIM	Zimplats Holding	14.31
YAL	Yancoal Australi	5.60
XRO	Xero Fpo	55.31
WOR	Worley Fpo	9.52
WOW	Woolworths Group	38.06
WDS	Woodside Energy	30.89
WTC	Wisetech Global	31.34
WIA	Wia Gold	0.46
WHC	Whitehaven Coal	7.36

OPINION

Latest Market Matters Opinions

02/10/2026 09:45

Portfolio Amendment – Active Income Portfolio

02/10/2026 09:44

Portfolio Amendment – Active Growth Portfolio

We are increasing our weighting in MGR from 4% to 5% into market weakness.

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Market Matters Content

ETF Friday: 3 ETFs for yield away from Private Credit

Morning report 02/10/2026

Afternoon Report

The Match Out: ASX gets hit, falls to 3-month low as global bond yields push higher

Afternoon report 01/10/2026

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.

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Latest View Points

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