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ANALYSIS

Market Analysis

29M.AX

2.74%

4DX.AX

3.38%

ABG.AX

-1.21%

AIS.AX

2.66%

AGL.AX

-0.62%

A1M.AX

1.73%

AIZ.AX

-3.08%

AAI.AX

0.78%

ALK.AX

-0.13%

A4N.AX

2.99%

ALQ.AX

0%

AMC.AX

0.53%

AOV.AX

1.27%

AMP.AX

-0.39%

AEL.AX

-1.16%

ALD.AX

-0.57%

ANN.AX

1%

ANZ.AX

-0.33%

APA.AX

-1.02%

ARU.AX

-1.39%

ARB.AX

0.31%

ARF.AX

-0.47%

ARG.AX

-0.11%

ALL.AX

0.57%

AYA.AX

-2.94%

APZ.AX

-2.03%

ASX.AX

0.07%

ALX.AX

-2.51%

AUB.AX

0.39%

AIA.AX

-1.03%

AXQ.AX

0.54%

AMI.AX

2.53%

AZJ.AX

-0.14%

AUC.AX

-2.33%

ABB.AX

1.8%

ASB.AX

-1.17%

AAC.AX

0.39%

ACL.AX

1.44%

AFI.AX

-0.08%

AUI.AX

-0.17%

BOQ.AX

-0.53%

BMN.AX

0.28%

BAP.AX

3.07%

BCI.AX

2.1%

BPT.AX

-0.9%

BGA.AX

1.99%

BGL.AX

3.42%

BEN.AX

-0.87%

BNZ.AX

2.43%

BHP.AX

0.67%

BKI.AX

0%

BC8.AX

0%

XYZ.AX

-3.29%

BSL.AX

0.36%

BOE.AX

4.81%

BXB.AX

1.12%

BVS.AX

0.97%

BRE.AX

-0.7%

BRG.AX

-0.7%

BTR.AX

-1.65%

BFL.AX

-0.39%

BWP.AX

-1.12%

CMM.AX

0.34%

CSC.AX

-0.5%

CAR.AX

0.05%

CIN.AX

-0.63%

CYL.AX

3.62%

CAT.AX

0%

CWP.AX

0.47%

CNI.AX

-0.2%

CIP.AX

-1.07%

CGF.AX

-0.58%

CIA.AX

0.65%

CHI.AX

-3.45%

CLW.AX

-2.42%

CHC.AX

-1.51%

CQR.AX

-3.36%

CQE.AX

-2.83%

CNU.AX

-1.11%

C79.AX

3.13%

CVL.AX

-0.59%

CU6.AX

2.96%

CWY.AX

0.97%

CBO.AX

-1.44%

COH.AX

-0.83%

CDA.AX

21.32%

CGS.AX

2.11%

COL.AX

-0.34%

CKF.AX

0.45%

CBA.AX

-0.97%

CPU.AX

0.52%

CEN.AX

-2.25%

CXO.AX

1.59%

CCP.AX

-1.38%

CMW.AX

-3.62%

CSL.AX

0.01%

CCL.AX

0.5%

DBI.AX

-1.11%

DTL.AX

0.09%

DYL.AX

2.29%

DRR.AX

1.86%

DVP.AX

-2.4%

DXS.AX

0.64%

DXI.AX

-2.16%

DDR.AX

1.04%

DGT.AX

-0.81%

DJW.AX

-0.69%

DMP.AX

-1.15%

DOW.AX

0.15%

DPM.AX

-0.15%

DRO.AX

1.9%

DUR.AX

0%

DNL.AX

2.04%

APE.AX

0.38%

EBO.AX

-0.19%

ELD.AX

0.71%

EOS.AX

4.91%

ELV.AX

-0.26%

ELS.AX

5.86%

EHL.AX

0.42%

EMR.AX

1.03%

EDV.AX

-0.33%

EQR.AX

-5.29%

EQT.AX

0.09%

EUR.AX

-0.62%

EVN.AX

-1.32%

EVT.AX

-0.07%

FDC.AX

0.77%

FCL.AX

-1.86%

FFM.AX

0.77%

FPH.AX

0.63%

FPR.AX

0.11%

FBU.AX

-0.88%

FLT.AX

-0.29%

FML.AX

-2.42%

FRS.AX

6.03%

FMG.AX

-0.12%

FRW.AX

0%

FGX.AX

-0.77%

FGG.AX

0%

GLF.AX

0%

GDG.AX

1.3%

GNE.AX

-3.9%

GMD.AX

0.35%

GNP.AX

-0.43%

GMG.AX

-2.3%

GPT.AX

-0.68%

GQG.AX

2.74%

GNG.AX

-2.58%

GNC.AX

1.66%

GGP.AX

-1.24%

G6M.AX

-5.44%

GOZ.AX

-1.53%

GCI.AX

0%

GYG.AX

0.2%

GWA.AX

0.25%

HSN.AX

1.01%

HVN.AX

-0.48%

HGH.AX

0.5%

HM1.AX

-0.68%

HLI.AX

-0.38%

HMC.AX

-1.52%

HDN.AX

-2.57%

HUB.AX

0.03%

IEL.AX

0.65%

IGO.AX

2.96%

ILU.AX

0.76%

IMD.AX

1.23%

IMR.AX

0.32%

IFT.AX

-0.97%

INA.AX

-2.1%

ING.AX

1.48%

IAG.AX

-0.56%

IDX.AX

0.46%

IPG.AX

0%

IPX.AX

-1.67%

IPH.AX

1.48%

IRE.AX

4.09%

JHX.AX

-2.57%

JBH.AX

1.19%

JDO.AX

-1.07%

KAR.AX

-7.23%

KLS.AX

-1.65%

KCN.AX

1.42%

KKC.AX

-1.9%

GLS.AX

0%

L1G.AX

0%

LSF.AX

1.07%

LGF.AX

-0.42%

LRV.AX

-1.38%

LFS.AX

-3.03%

LLC.AX

0.21%

LFG.AX

-0.94%

360.AX

-1.86%

LIC.AX

1.6%

LNW.AX

-3.57%

LIN.AX

0%

LTR.AX

3.59%

LOV.AX

0.98%

LYL.AX

0.34%

LYC.AX

-0.58%

MA1.AX

0.26%

MAF.AX

0.95%

MGH.AX

2.18%

MAH.AX

2.29%

MQG.AX

0.08%

MAQ.AX

0.75%

MAD.AX

1.5%

MFG.AX

0.49%

MMS.AX

-1.22%

MPL.AX

0.11%

MP1.AX

7.85%

MCY.AX

0.54%

MEZ.AX

-3.09%

MSB.AX

4.66%

MLX.AX

0.48%

MTS.AX

0.35%

MFF.AX

0%

MIN.AX

0.73%

MI6.AX

8.63%

MIR.AX

1.29%

MGR.AX

0%

MND.AX

0.43%

MYS.AX

-1.41%

NAN.AX

-1.37%

NAB.AX

-0.5%

NGI.AX

7.93%

NWL.AX

1.51%

NEU.AX

1.99%

NHC.AX

-0.87%

NMG.AX

0%

NEM.AX

-0.69%

NWS.AX

1.13%

NXG.AX

-0.78%

NXT.AX

-1.47%

NHF.AX

-0.23%

NCK.AX

0.47%

NIC.AX

0.31%

NEC.AX

0%

NST.AX

-0.81%

NWH.AX

0.69%

NUF.AX

3.78%

NXL.AX

-0.14%

OCL.AX

1.74%

OML.AX

0%

OPH.AX

0%

OBM.AX

1.38%

ORI.AX

0.39%

ORG.AX

-0.64%

ORA.AX

0.9%

PDN.AX

1.12%

PNR.AX

5.26%

PDI.AX

2.62%

PPC.AX

0%

PPM.AX

1.79%

PRN.AX

4.65%

PPT.AX

-0.06%

PCI.AX

-0.91%

PRU.AX

-0.08%

PXA.AX

0.84%

PNI.AX

7.2%

PL8.AX

0.36%

PLS.AX

0.91%

PGF.AX

0%

PNV.AX

-0.27%

PMV.AX

-0.59%

PME.AX

1.22%

PWH.AX

0.4%

PYC.AX

1.09%

QAN.AX

0.11%

QBE.AX

1.32%

QAL.AX

3.21%

QRI.AX

-1.65%

RMS.AX

3.75%

RHC.AX

0.08%

REA.AX

-0.38%

RDX.AX

1.87%

REH.AX

1.12%

RF1.AX

2.99%

RPL.AX

1.08%

RG1.AX

-2.71%

RGN.AX

-0.68%

REG.AX

-0.67%

RRL.AX

0.07%

RWC.AX

0.21%

RMD.AX

-0.32%

RSG.AX

0.43%

SGLLV.AX

0.42%

RIC.AX

-0.4%

RIO.AX

0.16%

RXL.AX

2.56%

RFF.AX

-2.07%

RYM.AX

-5.99%

SFR.AX

0.11%

STO.AX

-1.46%

SCG.AX

-0.44%

SEK.AX

2.25%

SHV.AX

-2.58%

SRV.AX

-0.54%

SSM.AX

-0.41%

SGH.AX

0.11%

SHA.AX

0.28%

SIG.AX

0.2%

SLX.AX

0.94%

SGM.AX

0%

SDR.AX

2.72%

SKS.AX

-6.18%

SKC.AX

0%

SIQ.AX

0.62%

SHL.AX

-1.21%

S32.AX

2.97%

SX2.AX

-1.85%

SPK.AX

-1.26%

SRG.AX

-0.25%

SBM.AX

1.21%

SMR.AX

0.19%

SDF.AX

0.09%

SXE.AX

0.83%

SGP.AX

-0.49%

SKG.AX

-0.23%

SNZ.AX

-5.99%

SUN.AX

-0.31%

SRL.AX

8.76%

SUL.AX

0.4%

SLC.AX

0.6%

SNL.AX

1.3%

SYL.AX

-0.93%

TAH.AX

0.84%

TEA.AX

-0.42%

TNE.AX

0.89%

TLX.AX

-0.37%

TLS.AX

-0.31%

A2M.AX

0%

TLC.AX

0.31%

SGR.AX

0%

THL.AX

2.67%

TWR.AX

-1.84%

TPG.AX

0.13%

TCL.AX

-0.93%

TWE.AX

-0.18%

TUA.AX

1.17%

TCG.AX

0.9%

TRA.AX

0%

UNI.AX

0.4%

VAU.AX

0.75%

VNT.AX

-0.5%

VCX.AX

-0.22%

VGN.AX

3.06%

VMM.AX

0.3%

VGL.AX

-1.8%

VEA.AX

-0.32%

VUL.AX

0.4%

VSL.AX

0.18%

WA1.AX

2.53%

WGN.AX

6.54%

WAM.AX

-1.31%

WGB.AX

-2.43%

WLE.AX

0%

SOL.AX

-0.63%

WPR.AX

-2.73%

WQG.AX

-0.95%

WEB.AX

-0.59%

WBT.AX

2.38%

WES.AX

0.58%

WAF.AX

-0.87%

WGX.AX

1.61%

WBC.AX

-0.6%

WHF.AX

-0.43%

WHC.AX

0.75%

WIA.AX

1.67%

WTC.AX

1.7%

WDS.AX

-1.31%

WOW.AX

-0.18%

WOR.AX

0.73%

XRO.AX

0.17%

YAL.AX

-0.52%

ZIM.AX

-1.19%

ZIP.AX

2.51%

POPULAR ETFs Close($) +/- %
A200

ASX 200

146.45

-0.02

-0.01

SSO

ASX Small Caps

14.34

0.11

0.77

IVV

S&P 500

72.63

-0.59

-0.81

NDQ

Nasdaq

62.49

-0.45

-0.71

F100

FTSE 100

15.16

0.02

0.13

ASIA

Asia Tech

21.02

-0.3

-1.41

IEU

Europe

96.68

0.14

0.15

IEM

Emerging Markets

95.89

-0.88

-0.91

Gold

Gold

53.76

-0.68

-1.25

ACDC

Battery Tech

117.33

-1.68

-1.41

COMMODITIES Close($) -/+ %
Gold

4,127.73

13.4604

0.33

Silver

60.54

-0.4285

-0.7

Platinum

1,695.25

-21.7799

-1.27

Palladium

1,204.67

-9.8933

-0.81

Ice Brent Crude

106.07

1.75

1.68

CURRENCIES Close($) -/+ %
Australian Dollar

0.7014

0

0

Euro

1.1359

-0.0011

-0.1

British Pound

1.3234

-0.0018

-0.14

Canadian Dollar

1.4188

0.0017

0.12

New Zealand Dollar

0.5653

-0.0011

-0.19

Chinese Yuan

6.7053

-0.005

-0.07

Japanese Yen

157.5400

0.18

0.11

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What We're Watching

ASX Resource stocks we own
Code Company Price($) Today 1 Year Return 52 Week Range($)
A1M  

Aic Mines Ltd

0.88

1.73%

124.68%

0.39

0.94

BGL  

Bellevue Gold Limited

1.59

3.42%

42.79%

1.06

2.00

BHP  

Bhp Group Ltd

60.19

0.65%

41.64%

40.18

68.77

FMG  

Fortescue Ltd

16.24

-0.15%

-15.00%

16.14

23.38

NHC  

New Hope Corporation Ltd

5.68

-0.87%

39.08%

3.77

6.61

WHC  

Whitehaven Coal Limited

7.41

0.75%

8.09%

6.33

9.90

NEM  

Newmont Cdi

165.79

-0.7%

0.00%

117.59

190.91

NXG  

Nexgen Ene Cdi

12.78

-0.7%

0.00%

11.72

20.47

SFR  

Sandfire Resources Limited

21.88

0.11%

60.07%

14.05

25.00

10 Top Gainers | <$500m

Code Company Last($) % Chg
CDA

Codan

63.08

21.32

SRL

Sunrise Energy

22.97

8.76

MI6

Minerals 260

0.91

8.63

NGI

Navigator Global

2.45

7.93

MP1

Megaport

20.33

7.85

PNI

Pinnacle Investm

13.85

7.2

WGN

Wagners Holding

4.40

6.54

FRS

Forrestania Res

0.31

6.03

ELS

Elsight

4.97

5.86

PNR

Pantoro Gold

3.00

5.26

10 Biggest Fallers | <$500m

Code Company Last($) % Chg
KAR

Karoon Energy

1.44

-7.23

SKS

Sks Technologies

9.72

-6.18

SNZ

Summerset Group

5.81

-5.99

RYM

Ryman Healthcare

1.49

-5.99

G6M

Group 6 Metals L

3.30

-5.44

EQR

Eq Resources

0.40

-5.29

GNE

Genesis Energy

1.97

-3.9

CMW

Cromwell Stapled

0.33

-3.62

LNW

Light & Wo Cdi 1

107.18

-3.57

CHI

Channel Infrastr

2.80

-3.45

OPINION

Latest Market Matters Opinions

The Bottom Line

Australian gold assets have become increasingly strategically attractive to offshore producers, with record/high gold prices generating acquisition firepower. Australia offers relatively low jurisdictional risk, and as discussed, buying existing mines and infrastructure is often faster and less risky than discovering and permitting new ounces.

Read more

Bellevue Gold Limited (ASX: BGL) $1.53

Bellevue Gold (BGL) has emerged from its difficult 2025 in far better shape, with FY26 production of 143.5koz in the upper half of guidance, cash and gold reaching $206m and forward sales commitments cut by 55%. However, it remains a relatively small, single-asset producer in WA’s northern Goldfields, with high All-In-Sustaining-Cost (AISC) of $2,600–2,900/oz and a valuation still carrying the scars of its operational problems.

Read more
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