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Opinion + Action

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-7.89%

ABG.AX

ASK.AX

1.07%

AGL.AX

-0.69%

AIZ.AX

0.71%

AAI.AX

-1.63%

ALK.AX

4.15%

A4N.AX

2.24%

ALQ.AX

-0.27%

AMC.AX

4.48%

AOV.AX

3.46%

AMP.AX

-0.33%

ALD.AX

-2.54%

ANN.AX

0.16%

ANZ.AX

0.81%

APA.AX

0.43%

ARU.AX

2.14%

ARB.AX

1.25%

ARF.AX

0.3%

ARG.AX

1.02%

ALL.AX

-1.58%

AYA.AX

1.82%

APZ.AX

2.34%

ASX.AX

-2.76%

ALX.AX

-0.62%

AUB.AX

0.08%

AIA.AX

1.45%

AMI.AX

2.54%

AZJ.AX

0.36%

AUC.AX

2.13%

ABB.AX

-0.76%

ASB.AX

-2.14%

AAC.AX

AFG.AX

1.97%

AFI.AX

0.6%

AUI.AX

0.93%

ASG.AX

0.86%

BOQ.AX

0.71%

BMN.AX

5.94%

BCI.AX

BPT.AX

-2%

BGA.AX

BGL.AX

2.73%

BEN.AX

0.93%

BNZ.AX

3.43%

BHP.AX

3.09%

BKI.AX

0.56%

BC8.AX

3.18%

XYZ.AX

1.08%

BSL.AX

0.56%

BMC.AX

0.34%

BOE.AX

6.37%

BXB.AX

0.33%

BVS.AX

-0.92%

BRE.AX

0.2%

BRG.AX

1.31%

BGP.AX

BFL.AX

BWP.AX

-1.45%

CMM.AX

3.91%

CSC.AX

4.91%

CAR.AX

-1.18%

CIN.AX

CYL.AX

2.33%

CAT.AX

0.61%

CWP.AX

1.85%

CNI.AX

-0.9%

CIP.AX

0.33%

COF.AX

1.07%

CHN.AX

8.16%

CGF.AX

CIA.AX

2.02%

CHI.AX

CHC.AX

-0.7%

CLW.AX

0.56%

CQR.AX

-0.13%

CQE.AX

0.57%

CNU.AX

-0.12%

C79.AX

5.02%

CVL.AX

0.96%

CU6.AX

1.71%

CWY.AX

1.15%

CBO.AX

-0.52%

COH.AX

-0.06%

CDA.AX

0.24%

COL.AX

-0.05%

CKF.AX

0.84%

CBA.AX

CPU.AX

-0.78%

CEN.AX

1.12%

CXO.AX

CCP.AX

7.86%

CMW.AX

0.61%

CSL.AX

0.51%

CCL.AX

0.86%

DBI.AX

-2.21%

DTL.AX

0.81%

DTR.AX

7.61%

DYL.AX

6.09%

DRR.AX

1.64%

DVP.AX

4.79%

DXS.AX

0.65%

DXI.AX

DDR.AX

-0.81%

DGT.AX

-0.34%

DJW.AX

DMP.AX

2.63%

DOW.AX

-1.18%

DPM.AX

8.1%

DRO.AX

-4.58%

DUR.AX

0.75%

DNL.AX

2.01%

APE.AX

-0.13%

EBO.AX

3.18%

EIQ.AX

0.52%

ELD.AX

0.36%

EOS.AX

-5.72%

ELV.AX

0.74%

ELS.AX

-2.88%

EHL.AX

3.38%

EMR.AX

2.84%

EDV.AX

-0.15%

ERA.AX

EQR.AX

2.88%

EQT.AX

0.57%

EUR.AX

3.23%

EVN.AX

3.9%

EVT.AX

0.08%

FCL.AX

0.7%

FFM.AX

5.78%

FPH.AX

1.3%

FPR.AX

5.86%

FBU.AX

0.42%

FLT.AX

2.43%

FML.AX

1.09%

FRS.AX

FMG.AX

2.11%

FRW.AX

FGX.AX

0.38%

FGG.AX

2.4%

GLN.AX

-2.75%

GLF.AX

0.22%

GDG.AX

4.72%

GNE.AX

2.79%

GMD.AX

3.64%

GNP.AX

-1%

GMG.AX

0.91%

GPT.AX

-0.31%

GQG.AX

0.59%

GNG.AX

1.06%

GNC.AX

1.79%

GGP.AX

4.98%

GOZ.AX

1.61%

GCI.AX

0.49%

GYG.AX

-0.11%

GWA.AX

0.47%

HSN.AX

0.82%

HVN.AX

0.9%

HGH.AX

-0.52%

HM1.AX

1.43%

HLI.AX

HMC.AX

-1.53%

HDN.AX

-0.4%

HUB.AX

3.42%

IEL.AX

0.52%

IGO.AX

2.6%

ILU.AX

3.32%

IMD.AX

-6.09%

IMR.AX

-1.28%

IFT.AX

2.15%

INA.AX

0.51%

ING.AX

2.2%

IAG.AX

-0.26%

IDX.AX

0.66%

IPG.AX

2.36%

IPX.AX

IPH.AX

0.65%

IRE.AX

0.15%

JHX.AX

4.43%

JBH.AX

-0.55%

JDO.AX

3.42%

JMS.AX

1.89%

KAR.AX

-4.59%

KLS.AX

3.88%

KCN.AX

3.55%

KKC.AX

0.97%

GLS.AX

1.86%

LGF.AX

0.5%

L1G.AX

-0.86%

LSF.AX

0.92%

LRV.AX

3.2%

LFS.AX

-0.54%

LLC.AX

-1.26%

LFG.AX

0.61%

360.AX

-1.46%

LIC.AX

1.87%

LNW.AX

-11.15%

LIN.AX

-6.04%

LTR.AX

1.57%

LOV.AX

-0.09%

LYL.AX

1.54%

LYC.AX

3.2%

MA1.AX

0.76%

MAF.AX

0.72%

MGH.AX

1.12%

MAH.AX

2.63%

MQG.AX

0.54%

MAQ.AX

3.35%

MAD.AX

-0.32%

MFG.AX

2.28%

MAU.AX

0.52%

MMS.AX

3.68%

MPL.AX

MP1.AX

4.47%

MCY.AX

-0.27%

MEZ.AX

0.21%

MSB.AX

2.39%

MLX.AX

1.87%

MTS.AX

0.73%

MEI.AX

3.75%

MOT.AX

0.28%

MXT.AX

1.31%

MFF.AX

1.47%

MIN.AX

2.73%

MI6.AX

0.33%

MIR.AX

MGR.AX

-0.14%

MND.AX

0.56%

MYS.AX

0.75%

NAN.AX

1.23%

NAB.AX

-1.8%

NGI.AX

1.12%

NWL.AX

1.6%

NEU.AX

3.98%

NHC.AX

-2.73%

NMG.AX

2.08%

NEM.AX

2.02%

NWS.AX

2.62%

NXG.AX

6.35%

NXT.AX

1.68%

NHF.AX

NCK.AX

1.33%

NIC.AX

NEC.AX

-1.83%

NST.AX

1.88%

NWH.AX

3.6%

NUF.AX

-0.83%

NXL.AX

-1.99%

OCL.AX

OML.AX

OPH.AX

OBM.AX

3.33%

ORI.AX

5.45%

ORG.AX

-0.5%

ORA.AX

1.81%

PDN.AX

6.75%

PNR.AX

3.23%

PPC.AX

PPM.AX

2.35%

PRN.AX

3.38%

PPT.AX

1.82%

PCI.AX

0.92%

PRU.AX

1.93%

PXA.AX

-0.76%

PNI.AX

-1.34%

PL8.AX

0.74%

PLS.AX

1.6%

PGF.AX

2.72%

PNV.AX

1.71%

PDI.AX

5.59%

PMV.AX

0.83%

PME.AX

-2.55%

PFP.AX

1.09%

PWH.AX

0.89%

PYC.AX

5.15%

QAN.AX

3.1%

QBE.AX

1.29%

QAL.AX

2.45%

QRI.AX

0.64%

QUB.AX

RMS.AX

4.53%

RHC.AX

0.8%

REA.AX

-1.22%

RDX.AX

2.48%

REH.AX

1.55%

RF1.AX

2.3%

RPL.AX

2.34%

RG1.AX

0.44%

RGN.AX

0.22%

REG.AX

1.04%

RRL.AX

3.46%

RWC.AX

-0.63%

RMD.AX

0.56%

RSG.AX

3.82%

SGLLV.AX

-0.78%

RIC.AX

RIO.AX

2.08%

RXL.AX

2.38%

RFF.AX

0.5%

RYM.AX

SFR.AX

4.01%

SMI.AX

4.13%

STO.AX

-2.66%

SCG.AX

0.67%

SEK.AX

-0.95%

SHV.AX

2.32%

SRV.AX

3.32%

SSM.AX

-0.73%

SGH.AX

-0.15%

SHA.AX

3.82%

SIG.AX

-0.51%

SLX.AX

6.55%

SGM.AX

-0.84%

SDR.AX

0.68%

SKS.AX

0.8%

SKC.AX

0.98%

SIQ.AX

4.09%

SHL.AX

S32.AX

3.26%

SX2.AX

5.12%

SXE.AX

-0.38%

SPK.AX

0.59%

SRG.AX

-0.33%

SBM.AX

3.2%

SMR.AX

1.51%

SDF.AX

-1.09%

SGP.AX

-0.86%

SNZ.AX

-0.16%

SUN.AX

0.06%

SRL.AX

-2.66%

SUL.AX

-4.29%

SLC.AX

-1.16%

SNL.AX

0.56%

SYL.AX

0.84%

TAH.AX

-21.3%

TEA.AX

TNE.AX

-0.14%

TLX.AX

-1.64%

TLS.AX

0.37%

TPW.AX

1.99%

A2M.AX

1.68%

TLC.AX

0.76%

SGR.AX

-4.35%

TVN.AX

0.81%

TWR.AX

TPG.AX

0.48%

TCL.AX

0.8%

TWE.AX

0.47%

TUA.AX

-0.93%

TCG.AX

2.63%

UNI.AX

3.37%

VAU.AX

4.49%

VNT.AX

-0.85%

VCX.AX

0.39%

VGN.AX

2.92%

VEA.AX

-4.85%

VUL.AX

2.12%

VSL.AX

1.14%

WA1.AX

WGN.AX

1.44%

WAM.AX

0.72%

WGB.AX

-0.46%

WLE.AX

0.37%

SOL.AX

0.87%

WPR.AX

-0.4%

WQG.AX

0.28%

WEB.AX

0.71%

WBT.AX

0.9%

WES.AX

1.88%

WAF.AX

3.45%

WGX.AX

5.14%

WBC.AX

2.2%

WHF.AX

0.81%

WHC.AX

-2.57%

WIA.AX

8.99%

WC8.AX

WTN.AX

WTC.AX

-2.62%

WDS.AX

-4.08%

WOW.AX

0.77%

WOR.AX

-0.49%

XRO.AX

-2.42%

YAL.AX

-1.48%

ZIM.AX

3.87%

ZIP.AX

2.58%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	148.41	1.45	0.99
SSO ASX Small Caps	15.82	0	0
IVV S&P 500	67.72	0.78	1.17
NDQ Nasdaq	58.16	0.77	1.34
F100 FTSE 100	14.85	0.24	1.64
ASIA Asia Tech	20.07	0.41	2.09
IEU Europe	100.28	1.8	1.83
IEM Emerging Markets	93.93	1.38	1.49
Gold Gold	59.36	0.41	0.7
ACDC Battery Tech	180.38	2.83	1.59

COMMODITIES	Close($)	-/+	%
Gold	4,696.10	7.0452	0.15
Silver	77.46	0.13	0.17
Platinum	2,062.75	1.9248	0.09
Palladium	1,533.75	-3.6466	-0.24
Ice Brent Crude	101.96	-7.91	-7.2
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7235	-0.0001	-0.01
Euro	1.1748	0.0001	0.01
British Pound	1.3592	0.0001	0.01
Canadian Dollar	1.3635	0.0003	0.02
New Zealand Dollar	0.5953	-0.0002	-0.03
Chinese Yuan	6.8110	-0.019	-0.28
Japanese Yen	156.2800	-0.06	-0.04

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.60	6.64%	57.14%	0.30 0.75
BGL	Bellevue Gold Ltd	1.60	2.73%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	58.13	3.09%	49.97%	35.52 59.39
FMG	Fortescue Ltd	21.10	2.18%	29.14%	14.31 23.38
NHC	New Hope Corporation Ltd	5.18	-2.63%	49.32%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.17	-2.57%	65.94%	5.03 9.90
NEM	Newmont Cdi	158.94	2.06%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.67	6.32%	0.00%	8.24 20.47
SFR	Sandfire Resources Ltd	17.62	3.95%	64.88%	10.09 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
IPX	Iperionx	5.21	9
WIA	Wia Gold	0.49	8.99
CHN	Chalice Mining	1.56	8.16
DPM	Dpm Metals Cdi	47.37	8.1
CCP	Credit Corp Grou	11.80	7.86
DTR	Dateline Resourc	0.25	7.61
PDN	Paladin Energy	12.74	6.75
SLX	Silex Systems	6.18	6.55
BOE	Boss Energy	1.42	6.37
NXG	Nexgen Ene Cdi	17.68	6.35

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
TAH	Tabcorp Holdings	0.91	-21.3
LNW	Light & Wo Cdi 1	99.51	-11.15
4DX	4dmedical	3.50	-7.89
IMD	Imdex	4.16	-6.09
LIN	Lindian Resource	0.70	-6.04
EOS	Electro Optic Sy	9.40	-5.72
VEA	Viva Energy Grp	2.26	-4.85
KAR	Karoon Energy Lt	1.98	-4.59
DRO	Droneshield	3.65	-4.58
SGR	The Star Enterta	0.11	-4.35

OPINION

Latest Market Matters Opinions

07/05/2026 09:24

Amcor (ASX:AMC) $52.70

Amcor rallied strongly in the US, up as much as 8.9%, after delivering a third-quarter result that was broadly in line for earnings, but the top line (revenue) was better, while importantly, its downgraded full-year guidance was not as bad as the market had feared.

07/05/2026 09:17

Miners & Mining Services

Yesterday was a fascinating session for two ASX200 correlated stocks:Yesterday was a fascinating session for two ASX200 correlated stocks - NRW Holdings (ASX:NWH) which popped over 4% to new all-time highs, extending its 2026 gain to +29%. BHP Group, the “Big Australian”, the world's largest copper (Cu) miner, surged more than +3%, as CFO Vandita Pant talked up Cu demand for AI and global electrification at the Macquarie conference.

ACTION

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Market Matters Content

What Matters Today: Mining Services Stocks Hit New Highs — Will the Miners Follow?

Morning report 07/05/2026

Afternoon Report

The Match Out: Banks lead the bounce as ASX jumps on de-escalation in the Middle East

Afternoon report 06/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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

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Latest View Points

SFR

BHP

NWH

AMC

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

CLW

MFG

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Morning Report

What Matters Today: Mining Services Stocks Hit New Highs — Will the Miners Follow?

Morning report 07/05/2026

Afternoon Report

The Match Out: Banks lead the bounce as ASX jumps on de-escalation in the Middle East

Afternoon report 06/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

SFR

BHP

NWH

AMC

JBH

HMC

GTK

CCJ US

BTU US

FSLR US

CLW

MFG

Chart of the week

Brent Crude Dec’26 Futures ($S/barrel) v Woodside Energy (WDS)

Aus. Investment blog Subscribe to blog

ASX Gold Merger Creates a New $10bn Powerhouse

The fight for control of WA’s premier gold regions continues, with elevated bullion prices continuing to fuel consolidation pressure across the sector.

ASX:RRL 30/04/2026

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 30/04/2026

Opinion + Action