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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-2.53%

4DX.AX

-1.91%

ABG.AX

-1.05%

ASK.AX

0.74%

A1G.AX

AGL.AX

-0.46%

AIZ.AX

1.39%

AAI.AX

0.72%

ALK.AX

2.8%

A4N.AX

3.51%

ALQ.AX

0.5%

AMC.AX

-0.17%

AOV.AX

-0.29%

AMP.AX

AEL.AX

1.1%

ALD.AX

-0.62%

ANN.AX

-1.3%

ANZ.AX

-0.79%

APA.AX

-0.25%

ARU.AX

4.31%

ARB.AX

0.1%

ARF.AX

0.15%

ARG.AX

0.46%

ALL.AX

0.58%

AYA.AX

4.93%

APZ.AX

-1.43%

ASX.AX

0.72%

ALX.AX

-0.69%

AUB.AX

1.24%

AIA.AX

-0.3%

AZJ.AX

0.24%

AUC.AX

1.06%

ABB.AX

1.3%

ASB.AX

3.33%

AAC.AX

0.38%

AEF.AX

1.4%

AFG.AX

-0.54%

AFI.AX

0.75%

AUI.AX

1.16%

BOQ.AX

0.07%

BMN.AX

7.24%

BCI.AX

-1.28%

BPT.AX

0.2%

BGA.AX

0.08%

BGL.AX

0.29%

BEN.AX

0.4%

BNZ.AX

1.98%

BHP.AX

2.24%

BKI.AX

-0.29%

BC8.AX

0.41%

XYZ.AX

4.54%

BSL.AX

0.66%

BOE.AX

6.56%

BXB.AX

-0.74%

BVS.AX

1.28%

BRE.AX

5.47%

BRG.AX

-0.68%

BGP.AX

BFL.AX

0.38%

BWP.AX

-0.27%

CMM.AX

0.42%

CSC.AX

6.64%

CAR.AX

0.92%

CIN.AX

CYL.AX

0.61%

CAT.AX

2.33%

CWP.AX

1.39%

CNI.AX

1.66%

CIP.AX

COF.AX

-0.27%

CHN.AX

2.24%

CGF.AX

2.96%

CIA.AX

0.39%

CHI.AX

CHC.AX

1.6%

CLW.AX

0.29%

CQR.AX

1.07%

CQE.AX

0.77%

CNU.AX

-0.13%

C79.AX

5.22%

CVL.AX

CU6.AX

-7.67%

CWY.AX

-0.86%

CBO.AX

-1.11%

COH.AX

0.6%

CDA.AX

0.33%

COL.AX

-0.35%

CKF.AX

-0.69%

CBA.AX

0.9%

CPU.AX

0.17%

CEN.AX

1.82%

CXO.AX

3.45%

CCP.AX

1.52%

CMW.AX

-0.64%

CSL.AX

1.35%

CCL.AX

DBI.AX

-1.79%

DTL.AX

1.35%

DTR.AX

0.63%

DYL.AX

6.64%

DRR.AX

2.31%

DVP.AX

-0.37%

DXS.AX

0.17%

DXI.AX

DDR.AX

1.04%

DGT.AX

-0.55%

DUI.AX

0.4%

DJW.AX

0.35%

DMP.AX

-0.68%

DOW.AX

-0.06%

DPM.AX

0.74%

DRO.AX

2.67%

DUR.AX

-1.41%

DNL.AX

0.31%

APE.AX

0.04%

EBO.AX

0.33%

EIQ.AX

1.7%

ELD.AX

0.39%

EOS.AX

8.08%

ELV.AX

5.32%

ELS.AX

2.9%

EHL.AX

2.05%

EMR.AX

1.32%

EDV.AX

0.31%

ERA.AX

-12.5%

EQR.AX

8.59%

EQT.AX

0.25%

EVN.AX

-1.89%

EVT.AX

0.38%

FCL.AX

-0.45%

FFM.AX

0.74%

FPH.AX

1.29%

FPR.AX

-0.82%

FBU.AX

2.22%

FLT.AX

0.27%

FML.AX

FRS.AX

1.04%

FMG.AX

1.08%

FRW.AX

FGX.AX

0.37%

FGG.AX

-1.26%

GLN.AX

6.02%

GLF.AX

-0.93%

GDG.AX

2.17%

GNE.AX

0.27%

GMD.AX

-2.54%

GTK.AX

-1.55%

GNP.AX

-4.69%

GMG.AX

2.06%

GPT.AX

0.66%

GQG.AX

-0.42%

GNG.AX

0.24%

GNC.AX

0.23%

GGP.AX

0.56%

GOZ.AX

1.18%

GCI.AX

-0.49%

GYG.AX

1.86%

GWA.AX

-0.48%

HSN.AX

1.76%

HVN.AX

-0.54%

HGH.AX

-1.55%

HM1.AX

1.79%

HLI.AX

-0.09%

HMC.AX

1.29%

HDN.AX

0.41%

HUB.AX

1.78%

IEL.AX

0.55%

IGO.AX

2.19%

ILU.AX

3.03%

IMD.AX

1.31%

IMR.AX

2.32%

IFT.AX

INA.AX

0.5%

ING.AX

-1.68%

IFL.AX

-0.1%

IAG.AX

0.62%

IDX.AX

-1.11%

IPG.AX

1.43%

IPX.AX

10.5%

IPH.AX

-0.58%

IRE.AX

0.88%

JHX.AX

2.57%

JBH.AX

-0.96%

JDO.AX

-0.17%

JMS.AX

0.89%

KAR.AX

1.44%

KLS.AX

-0.5%

KCN.AX

3.9%

KKC.AX

1.23%

GLS.AX

1.14%

L1G.AX

3.3%

LSF.AX

-0.24%

LRV.AX

3.06%

LFS.AX

-4.21%

LLC.AX

-0.31%

LFG.AX

2.05%

360.AX

2.62%

LIC.AX

LNW.AX

-2.4%

LIN.AX

2.5%

LTR.AX

2.8%

LOV.AX

-1.16%

LYL.AX

0.31%

LYC.AX

2.42%

MA1.AX

0.26%

MAF.AX

-1.82%

MGH.AX

0.23%

MAH.AX

0.9%

MQG.AX

3.02%

MAQ.AX

1.41%

MAD.AX

-0.76%

MFG.AX

0.53%

MAU.AX

0.13%

MMS.AX

-0.13%

MPL.AX

0.22%

MP1.AX

2.19%

MCY.AX

3.8%

MEZ.AX

1.32%

MSB.AX

0.99%

MLX.AX

3.56%

MTS.AX

-0.33%

MOT.AX

0.29%

MXT.AX

-0.52%

MFF.AX

1.08%

MIN.AX

-0.23%

MI6.AX

-0.98%

MIR.AX

0.38%

MGR.AX

0.72%

MND.AX

-0.42%

MYS.AX

-0.43%

NAN.AX

3.67%

NAB.AX

-0.53%

NSR.AX

0.18%

NGI.AX

2.38%

NWL.AX

0.97%

NEU.AX

1.06%

NHC.AX

0.74%

NMG.AX

4.35%

NEM.AX

-1.34%

NWS.AX

1.72%

NXG.AX

4.66%

NXT.AX

3.98%

NHF.AX

1.06%

NCK.AX

0.85%

NIC.AX

4.28%

NEC.AX

0.25%

NST.AX

-1.75%

NWH.AX

-0.76%

NUF.AX

-2.41%

OCL.AX

1.47%

OBL.AX

-2.32%

OML.AX

OPH.AX

OBM.AX

1.64%

ORI.AX

ORG.AX

0.16%

ORA.AX

5.94%

PDN.AX

3.86%

PNR.AX

-1.08%

PPC.AX

0.78%

PPM.AX

-1.1%

PRN.AX

1.23%

PPT.AX

2.07%

PCI.AX

PRU.AX

-0.9%

PXA.AX

2.02%

PNI.AX

2.07%

PL8.AX

1.5%

PLS.AX

1.78%

PGF.AX

0.34%

PNV.AX

-1.9%

PDI.AX

-0.27%

PMV.AX

0.31%

PME.AX

1.11%

PFP.AX

-1.03%

PWH.AX

0.11%

PYC.AX

3.06%

QAN.AX

-0.72%

QBE.AX

1.04%

QAL.AX

QRI.AX

QUB.AX

-0.2%

RAC.AX

0.35%

RMS.AX

-2.34%

RHC.AX

0.08%

REA.AX

2.27%

RDX.AX

1.46%

REH.AX

0.11%

RF1.AX

1.17%

RPL.AX

4.33%

RG1.AX

1.31%

RGN.AX

-0.44%

REG.AX

-0.33%

RRL.AX

0.42%

RWC.AX

0.16%

RMD.AX

0.3%

RSG.AX

-1.21%

SGLLV.AX

1.18%

RIC.AX

-0.38%

RIO.AX

1.64%

RXR.AX

RXL.AX

-1.09%

RFF.AX

0.5%

RYM.AX

3.03%

SFR.AX

2.77%

SMI.AX

1.49%

STO.AX

-1.31%

SCG.AX

1.44%

SEK.AX

-3.07%

SHV.AX

1.94%

SRV.AX

1.51%

SSM.AX

-0.26%

SGH.AX

0.5%

SHA.AX

0.45%

SIG.AX

1.12%

SLX.AX

2.98%

SGM.AX

2.26%

SDR.AX

1.71%

SKS.AX

-0.58%

SKC.AX

1.75%

SIQ.AX

0.12%

SHL.AX

1.67%

S32.AX

1.95%

SX2.AX

1.28%

SXE.AX

-2.35%

SPK.AX

SRG.AX

-1.47%

SBM.AX

1.41%

SMR.AX

-0.39%

SDF.AX

0.83%

SGP.AX

1.08%

STK.AX

1.11%

SNZ.AX

0.57%

SUN.AX

-0.03%

SRL.AX

2.36%

SUL.AX

0.88%

SLC.AX

1.08%

SNL.AX

-2.46%

SYL.AX

1.38%

TAH.AX

-1.81%

TEA.AX

0.62%

TNE.AX

2.06%

TLX.AX

-2.79%

TLS.AX

-0.28%

TPW.AX

-0.28%

A2M.AX

-1.24%

TLC.AX

0.36%

SGR.AX

TVN.AX

1.47%

TWR.AX

1.85%

TPG.AX

0.12%

TCL.AX

-0.66%

TWE.AX

-0.38%

TUA.AX

0.34%

TCG.AX

3.17%

UNI.AX

-3.51%

VAU.AX

-1.88%

VNT.AX

-0.1%

VCX.AX

0.4%

VGN.AX

-1.03%

VEA.AX

-0.77%

VUL.AX

0.27%

VSL.AX

1.09%

WA1.AX

0.28%

WGN.AX

0.48%

WAM.AX

1.17%

WGB.AX

1.39%

WLE.AX

0.18%

SOL.AX

1.05%

WPR.AX

WEB.AX

0.94%

WBT.AX

1.87%

WES.AX

WAF.AX

1.48%

WGX.AX

-0.15%

WBC.AX

-2.14%

WHF.AX

-0.2%

WHC.AX

-0.84%

WIA.AX

1.12%

WC8.AX

2.74%

WTC.AX

5.14%

WDS.AX

-0.86%

WOW.AX

-0.35%

WOR.AX

-0.46%

XRO.AX

4.47%

YAL.AX

-1.85%

ZIM.AX

2.68%

ZIP.AX

2.4%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	149.92	0.9	0.6
SSO ASX Small Caps	15.87	0.13	0.83
IVV S&P 500	63.99	-0.24	-0.37
NDQ Nasdaq	52.88	0.72	1.38
F100 FTSE 100	15.22	0.1	0.66
ASIA Asia Tech	16.16	0.66	4.26
IEU Europe	100.58	1.23	1.24
IEM Emerging Markets	87.33	1.68	1.96
Gold Gold	61.63	0.21	0.34
ACDC Battery Tech	158.63	3.9	2.52

COMMODITIES	Close($)	-/+	%
Gold	4,770.37	31.1918	0.66
Silver	76.03	0.4509	0.6
Platinum	2,082.40	11.8382	0.57
Palladium	1,573.57	-0.1573	-0.01
Ice Brent Crude	98.00	2.8	2.94
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7087	-0.0007	-0.1
Euro	1.1764	0.0007	0.06
British Pound	1.3508	0.0004	0.03
Canadian Dollar	1.3785	-0.0007	-0.05
New Zealand Dollar	0.5862	-0.0004	-0.07
Chinese Yuan	6.8303	0.0025	0.04
Japanese Yen	159.0800	-0.36	-0.23

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.56	0%	86.67%	0.30 0.75
BGL	Bellevue Gold Ltd	1.73	-0.14%	58.08%	0.78 2.00
BHP	Bhp Group Ltd	55.57	2.24%	53.44%	35.52 59.39
FMG	Fortescue Ltd	20.52	1.18%	34.57%	14.31 23.38
NHC	New Hope Corporation Ltd	5.47	0.83%	50.56%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.28	-0.6%	73.90%	4.63 9.90
NEM	Newmont Cdi	165.24	-1.33%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.63	4.66%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	17.47	2.83%	86.09%	9.30 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	4.84	10.5
EQR	Eq Resources	0.35	8.59
EOS	Electro Optic Sy	9.76	8.08
BMN	Bannerman Energy	4.00	7.24
CSC	Capstone Cdi	12.69	6.64
DYL	Deep Yellow	1.89	6.64
BOE	Boss Energy	1.71	6.56
GLN	Galan Lithium	0.44	6.02
ORA	Orora	1.47	5.94
BRE	Brazilian Rare	4.63	5.47

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-12.5
CU6	Clarity Pharmace	2.89	-7.67
GNP	Genusplus Group	7.72	-4.69
LFS	Latitude Group	0.91	-4.21
UNI	Universal Store	7.15	-3.51
SEK	Seek	14.23	-3.07
TLX	Telix Pharmaceut	15.33	-2.79
GMD	Genesis Minerals	6.34	-2.54
29M	29metals	0.39	-2.53
SNL	Supply Network	32.46	-2.46

OPINION

Latest Market Matters Opinions

14/04/2026 09:43

The Bottom Line

We believe AI saving are going to help drive equities higher through 2026. The first quarter has seen disruption fears drive software stocks lower, though we believe moving forward a more bullish bias will emerge around AI benefits. The 4 stocks looked at today aren’t necessarily ones that first spring to mind when talking AI, but ultimately it could save them 100s of millions:

14/04/2026 09:42

Shawn’s Trade Idea: Buy Xero Ltd (ASX:XRO) at $76.00

We are cancelling yesterdays unfilled bids in PME and WTC and instead looking to “pay up” for Xero in what’s likely to be a strong opening. With an initial target of ~$90 we are keen to get set this morning.

ACTION

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Market Matters Content

What Matters Today: Four ASX200 Stocks With Plenty to Gain From AI Cost Savings

Morning report 14/04/2026

Afternoon Report

The Match Out: ASX closes lower but digs in as US-Iran talks sour

Afternoon report 13/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Thanks for your ongoing coverage and commentary in these interesting times it is nice to know what's happening under the hood. My question is on Greatland Resources your opinion on the website is a little old now and I understand they have upped their MRE recently - this company seems solid it goes up well when it should and doesn’t collapse on rumour it seems to behave like a more mature company than it actually is - what do you see as the risks, I see they use contract labour but what is holding you back from this being a favoured exposure to gold and copper

Ask James

Question asked 11/04/2026

US Debt from Iran war

Hi guys, thanks for the effort into the reports. What's your opinion on US debt from the war? Considering their debt has been out of control for years and the only thing keeping them out of trouble is GDP growth. At what point does the spiralling debt become a problem and what knock on will it have for other economies? Thanks, Simon

Featured podcasts Subscribe to podcasts

Weekly video update Subscribe to videos

Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Morning Report

What Matters Today: Four ASX200 Stocks With Plenty to Gain From AI Cost Savings

Morning report 14/04/2026

Afternoon Report

The Match Out: ASX closes lower but digs in as US-Iran talks sour

Afternoon report 13/04/2026

Ask James ASK A QUESTION

Ask James

Question asked 11/04/2026

Thoughts on Greatland Resources (ASX:GGP)

Ask James

Question asked 11/04/2026

US Debt from Iran war

Latest View Points

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

SEMI

RBTZ

SOXX US

SFR

REH

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Gold Outlook Turning Positive as Macro Headwinds Ease

An 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

ASX:NEM 26/03/2026

Why did Nickel Industries (ASX: NIC) tumble 8.5% today?

Nickel Industries (NIC) falls more than 8% after a fatality at its Hengjaya mine in Indonesia led to suspension of operations.

ASX:NIC 26/03/2026

Opinion + Action