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

6.06%

4DX.AX

-4.18%

ABG.AX

AIS.AX

1.1%

AGL.AX

-1.13%

A1M.AX

1.88%

AIZ.AX

AAI.AX

0.99%

ALK.AX

3.06%

A4N.AX

1.89%

ALQ.AX

0.99%

AMC.AX

0.96%

AOV.AX

-0.45%

AMP.AX

-1.67%

AEL.AX

1.46%

ALD.AX

4.32%

ASL.AX

-1.8%

ANN.AX

9.57%

ANZ.AX

-0.73%

APA.AX

0.29%

ARU.AX

2.33%

ARB.AX

0.43%

ARF.AX

-2.01%

ARG.AX

-0.65%

ALL.AX

0.95%

AYA.AX

-6.6%

APZ.AX

-0.58%

ASX.AX

-1.44%

ALX.AX

0.41%

AUB.AX

-0.78%

AIA.AX

-0.83%

AXQ.AX

-6.14%

AMI.AX

1.23%

AZJ.AX

1.1%

AUC.AX

-2.03%

ABB.AX

-6.53%

ASB.AX

1.45%

AAC.AX

-0.37%

ACL.AX

1.01%

AEF.AX

1.59%

AFI.AX

-0.44%

AUI.AX

-0.25%

BOQ.AX

-0.95%

BMN.AX

10.73%

BCI.AX

-3.16%

BPT.AX

-1.1%

BGA.AX

-0.46%

BGL.AX

2.41%

BEN.AX

-0.38%

BNZ.AX

14.29%

BHP.AX

3.01%

BKI.AX

-2.13%

BC8.AX

-1.29%

XYZ.AX

1.3%

BSL.AX

2.3%

BMC.AX

8.52%

BOE.AX

11.84%

BXB.AX

0.58%

BVS.AX

-2.57%

BRE.AX

BRG.AX

0.99%

BTR.AX

-3%

BFL.AX

0.37%

BWP.AX

0.81%

CMM.AX

1.31%

CSC.AX

4.05%

CAR.AX

-0.8%

CIN.AX

4.35%

CYL.AX

-0.29%

CAT.AX

-0.56%

CWP.AX

-1.37%

CNI.AX

-0.36%

CIP.AX

0.34%

COF.AX

0.58%

CHN.AX

-3.01%

CGF.AX

-0.52%

CIA.AX

CHC.AX

-3.04%

CLW.AX

-0.28%

CQR.AX

-0.5%

CQE.AX

-0.41%

CNU.AX

-5.65%

C79.AX

-0.68%

CVL.AX

0.52%

CU6.AX

-3.63%

CWY.AX

-1.52%

CUV.AX

-0.96%

CBO.AX

-2.37%

COH.AX

0.21%

CDA.AX

-0.82%

CGS.AX

-1.94%

COL.AX

-0.79%

CKF.AX

1.13%

CBA.AX

-0.7%

CPU.AX

-0.18%

CEN.AX

-0.94%

CXO.AX

3.95%

CCP.AX

-0.21%

CMW.AX

-1.2%

CSL.AX

0.48%

CCL.AX

-3.04%

DBI.AX

-0.38%

DTL.AX

17.85%

DYL.AX

11.55%

DRR.AX

0.69%

DVP.AX

0.19%

DXS.AX

2.26%

DXI.AX

0.42%

DDR.AX

1.12%

DGT.AX

-1.98%

DJW.AX

-0.33%

DMP.AX

2.59%

DOW.AX

1.06%

DPM.AX

4.71%

DRO.AX

-0.82%

DUR.AX

0.88%

DNL.AX

0.54%

APE.AX

-1.65%

EBO.AX

-2.06%

EIQ.AX

-3.56%

ELD.AX

1.4%

EOS.AX

-3.37%

ELV.AX

6.06%

ELS.AX

-6.1%

EHL.AX

-2.64%

EMR.AX

2.84%

EDV.AX

-4.72%

EOL.AX

2.51%

EQR.AX

-1.37%

EQT.AX

-3.17%

EUR.AX

16.39%

EVN.AX

2.48%

EVT.AX

8.88%

FDC.AX

-1.08%

FCL.AX

-3.02%

FFM.AX

FPH.AX

2.15%

FPR.AX

FBU.AX

-0.9%

FLT.AX

1.2%

FML.AX

1.83%

FRS.AX

6.25%

FMG.AX

1.01%

FRW.AX

FGX.AX

-0.37%

FGG.AX

-0.3%

GLF.AX

0.82%

GDG.AX

-1.31%

GNE.AX

0.89%

GMD.AX

GNP.AX

0.22%

GMG.AX

1.03%

GPT.AX

-1.06%

GQG.AX

2.11%

GNG.AX

GNC.AX

2.5%

GGP.AX

0.67%

G6M.AX

-7.51%

GOZ.AX

0.47%

GCI.AX

-0.48%

GYG.AX

8.99%

GWA.AX

-1.92%

HSN.AX

2.15%

HVN.AX

0.44%

HGH.AX

HM1.AX

-0.34%

HLI.AX

-0.96%

HMC.AX

-0.68%

HDN.AX

-1.3%

HUB.AX

1.69%

IEL.AX

5.11%

IGO.AX

4.9%

ILU.AX

4.42%

IMD.AX

0.28%

IMR.AX

-3.48%

IFT.AX

-1.92%

INA.AX

ING.AX

0.49%

IAG.AX

-3.81%

IDX.AX

1.33%

IPG.AX

IPX.AX

10.03%

IPH.AX

1.11%

IRE.AX

-2.05%

JHX.AX

-1.26%

JBH.AX

-1.14%

JDO.AX

-1.53%

JMS.AX

KAR.AX

-1.65%

KLS.AX

1.71%

KCN.AX

0.38%

KKC.AX

-0.46%

GLS.AX

1.94%

LGF.AX

L1G.AX

1.16%

LSF.AX

-2.08%

LRV.AX

-1.53%

LFS.AX

1.08%

LLC.AX

2.89%

LFG.AX

5.63%

360.AX

0.43%

LIC.AX

3.45%

LNW.AX

0.84%

LIN.AX

-3.16%

LTR.AX

4.33%

LOV.AX

0.87%

LYL.AX

-3.05%

LYC.AX

1.23%

MA1.AX

0.63%

MAF.AX

-2.34%

MGH.AX

-0.69%

MAH.AX

1.45%

MQG.AX

-0.23%

MAQ.AX

-1.56%

MAD.AX

2.4%

MFG.AX

1.05%

MMS.AX

0.3%

MPL.AX

-3.84%

MP1.AX

-5.01%

MCY.AX

-2.53%

MEZ.AX

-1.92%

MSB.AX

-0.42%

MLX.AX

0.27%

MTS.AX

-1.01%

MEI.AX

2.38%

MOT.AX

-0.93%

MXT.AX

-0.52%

MFF.AX

-1.5%

MIN.AX

4.19%

MI6.AX

0.58%

MIR.AX

-0.39%

MGR.AX

-0.52%

MND.AX

0.56%

MYS.AX

NAN.AX

1.38%

NAB.AX

-0.42%

NGI.AX

-7.69%

NWL.AX

0.96%

NEU.AX

-0.04%

NHC.AX

2.43%

NMG.AX

2.9%

NEM.AX

2.4%

NWS.AX

1.8%

NXG.AX

6.15%

NXT.AX

-2.27%

NHF.AX

-9.05%

NCK.AX

-0.78%

NIC.AX

5.95%

NEC.AX

NST.AX

1.75%

NWH.AX

-1.46%

NUF.AX

1.62%

NXL.AX

34.39%

OCL.AX

5.91%

OML.AX

0.3%

OPH.AX

-1.18%

OBM.AX

3.72%

ORI.AX

-0.09%

ORG.AX

-0.84%

ORA.AX

-1.01%

PDN.AX

10.59%

PNR.AX

-3.36%

PPC.AX

PPM.AX

-1.29%

PRN.AX

-3.69%

PPT.AX

-1.28%

PCI.AX

PRU.AX

1.8%

PXA.AX

-2.47%

PNI.AX

-0.61%

PL8.AX

PLS.AX

7.89%

PGF.AX

-0.62%

PNV.AX

-2.34%

PDI.AX

0.56%

PMV.AX

0.95%

PME.AX

0.96%

PWH.AX

-4.12%

PYC.AX

1.45%

QAN.AX

-0.43%

QBE.AX

-2.05%

QAL.AX

2.17%

QRI.AX

-0.97%

RMS.AX

0.75%

RHC.AX

-2%

REA.AX

-0.04%

RDX.AX

5.47%

REH.AX

2.18%

RF1.AX

-2.67%

RPL.AX

-2.76%

RG1.AX

0.38%

RGN.AX

-0.88%

REG.AX

-1.1%

RRL.AX

-0.24%

RWC.AX

-4.76%

RMD.AX

0.06%

RSG.AX

0.75%

SGLLV.AX

-1.9%

RIC.AX

-3.68%

RIO.AX

1.17%

RXL.AX

3.6%

RFF.AX

-3.35%

RYM.AX

SFR.AX

3.65%

SMI.AX

2.78%

STO.AX

-1.78%

SCG.AX

SEK.AX

-1.19%

SHV.AX

0.22%

SRV.AX

-0.99%

SSM.AX

1.58%

SGH.AX

-0.49%

SHA.AX

3.14%

SIG.AX

-0.69%

SLX.AX

7.63%

SGM.AX

1.83%

SDR.AX

1.06%

SKS.AX

-0.61%

SKC.AX

12%

SIQ.AX

-0.23%

SHL.AX

1.71%

S32.AX

3.68%

SX2.AX

-2.25%

SXE.AX

-2.76%

SPK.AX

-0.82%

SRG.AX

-0.77%

SBM.AX

-2.96%

SMR.AX

1.49%

SDF.AX

3.19%

SGP.AX

0.64%

SKG.AX

-0.44%

SNZ.AX

-0.77%

SUN.AX

-1.05%

SRL.AX

-0.69%

SUL.AX

0.3%

SLC.AX

-2.94%

SNL.AX

2.15%

SYL.AX

-1.08%

TAH.AX

1.12%

TEA.AX

1.29%

TNE.AX

2.94%

TLX.AX

3.46%

TLS.AX

-0.21%

TPW.AX

8.37%

A2M.AX

-2.49%

TLC.AX

-2.12%

SGR.AX

-3.85%

TVN.AX

-5.88%

THL.AX

1.29%

TWR.AX

-0.96%

TPG.AX

1.05%

TCL.AX

-0.14%

TWE.AX

0.88%

TUA.AX

0.48%

TCG.AX

-1.89%

TRA.AX

0.15%

USL.AX

-4.57%

UNI.AX

2.64%

VAU.AX

2.21%

VNT.AX

4.67%

VCX.AX

-1.15%

VGN.AX

VMM.AX

-9.43%

VGL.AX

4.87%

VEA.AX

1.79%

VUL.AX

1.81%

VSL.AX

VYS.AX

1.85%

WA1.AX

1.78%

WGN.AX

1.28%

WAM.AX

-1.3%

WGB.AX

WLE.AX

-0.37%

SOL.AX

-0.07%

WPR.AX

0.83%

WQG.AX

-0.93%

WEB.AX

2.27%

WBT.AX

-0.5%

WES.AX

-0.02%

WAF.AX

2.91%

WGX.AX

1.59%

WBC.AX

-0.27%

WHF.AX

0.4%

WHC.AX

4.39%

WIA.AX

3.06%

WC8.AX

1.18%

WTC.AX

2.74%

WDS.AX

-0.89%

WOW.AX

-0.82%

WOR.AX

0.09%

XRO.AX

2.04%

YAL.AX

3.65%

ZIM.AX

1.48%

ZIP.AX

-1.95%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.15	0.76	0.5
SSO ASX Small Caps	15.10	0	0
IVV S&P 500	71.11	-0.19	-0.27
NDQ Nasdaq	59.00	-0.62	-1.04
F100 FTSE 100	15.44	0.05	0.32
ASIA Asia Tech	19.75	-0.55	-2.71
IEU Europe	99.19	0.06	0.06
IEM Emerging Markets	93.16	-1.23	-1.3
Gold Gold	59.30	1.09	1.87
ACDC Battery Tech	128.51	1.45	1.14

COMMODITIES	Close($)	-/+	%
Gold	4,643.29	40.6821	0.88
Silver	68.91	-0.053	-0.08
Platinum	1,876.25	-1.5293	-0.08
Palladium	1,338.50	-11.0728	-0.82
Ice Brent Crude	93.60	-0.18	-0.19
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7162	-0.0007	-0.1
Euro	1.1666	-0.0013	-0.11
British Pound	1.3631	-0.0009	-0.07
Canadian Dollar	1.3839	0.0075	0.54
New Zealand Dollar	0.5966	-0.0008	-0.13
Chinese Yuan	6.7228	0.0018	0.03
Japanese Yen	159.1600	0.25	0.16

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	1.88%	153.97%	0.32 0.85
BGL	Bellevue Gold Limited	1.70	2.41%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	67.12	3.01%	54.92%	39.30 65.98
FMG	Fortescue Ltd	17.93	1.01%	-9.94%	17.44 23.38
NHC	New Hope Corporation Ltd	5.90	2.43%	28.86%	3.77 6.17
WHC	Whitehaven Coal Limited	8.09	4.39%	16.89%	5.94 9.90
NEM	Newmont Cdi	184.16	2.4%	0.00%	108.80 190.91
NXG	Nexgen Ene Cdi	15.36	6.15%	0.00%	10.75 20.47
SFR	Sandfire Resources Limited	22.44	3.65%	77.90%	12.02 21.91

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
NXL	Nuix	1.92	34.39
DTL	Data#3	11.09	17.85
EUR	European Lithium	0.36	16.39
BNZ	Benz Mining-cdi	4.24	14.29
SKC	Skycity Entertai	0.56	12
BOE	Boss Energy	1.70	11.84
DYL	Deep Yellow	1.69	11.55
BMN	Bannerman Energy	4.23	10.73
PDN	Paladin Energy	11.70	10.59
IPX	Iperionx	3.18	10.03

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
VMM	Viridis Mining	3.94	-9.43
NHF	Nib Holdings	6.73	-9.05
NGI	Navigator Global	2.40	-7.69
G6M	Group 6 Metals	3.45	-7.51
AYA	Artrya	4.53	-6.6
ABB	Aussie Broadband	4.72	-6.53
AXQ	Aura Consolidate	3.21	-6.14
ELS	Elsight	5.54	-6.1
TVN	Tivan	0.24	-5.88
CNU	Chorus	7.52	-5.65

OPINION

Latest Market Matters Opinions

24/08/2026 16:38

What Mattered Today

The local market started the week on stronger footing today, rallying sharply at midday before giving back some of the gains through the afternoon. The move was overwhelmingly driven by Resources, hitting a fresh all-time high as copper, lithium, uranium, gold and iron ore names rallied together as BHP pushed to a record high.

24/08/2026 16:34

PLS Group (ASX: PLS) $5.47

PLS: +7.89%: Came out with a strong set of FY26 numbers, highlighting an ongoing earnings recovery as higher lithium volumes and an improved operating base drove earnings (EBITDA) above A$1bn, although net profit (NPAT) fell short of consensus.

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

Macro Monday: Washington “needs” cheaper money & it’s great for our miners!

Morning report 24/08/2026

Afternoon Report

The Match Out: ASX rises as BHP hits a record high and Materials surge

Afternoon report 24/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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

12.20% Active Growth Portfolio

9.73% Shawn’s Trade Ideas

9.66% Active Income Portfolio

18.64% International Equities Portfolio

4.59% Emerging Companies Portfolio

10.42% Core ETF Portfolio

12.20% Active Growth Portfolio 9.73% Shawn’s Trade Ideas 9.66% Active Income Portfolio 18.64% International Equities Portfolio 4.59% 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

ABB

REH

BEN

PLS

ANN

CBA

MVB

HSN

SXE

MAF