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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-1.33%

4DX.AX

0.32%

ABG.AX

5.73%

ASK.AX

0.37%

A1G.AX

5.42%

AGL.AX

-1.74%

AIZ.AX

4.17%

AAI.AX

-2.22%

ALK.AX

2.74%

A4N.AX

3.28%

ALQ.AX

AMC.AX

0.74%

AOV.AX

0.87%

AMP.AX

0.36%

AEL.AX

-4.37%

ALD.AX

-2.42%

ANN.AX

ANZ.AX

-0.62%

APA.AX

-1.91%

ARU.AX

1.61%

ARB.AX

1.62%

ARF.AX

-0.58%

ARG.AX

0.23%

ALL.AX

1.92%

AYA.AX

10.1%

APZ.AX

0.42%

ASX.AX

-0.27%

ALX.AX

-0.47%

AUB.AX

-0.53%

AIA.AX

-0.74%

AZJ.AX

0.24%

AUC.AX

6.15%

ABB.AX

0.59%

ASB.AX

-3.64%

AAC.AX

-0.75%

AEF.AX

-0.6%

AFG.AX

2.45%

AFI.AX

0.15%

AUI.AX

-0.18%

ASG.AX

0.42%

BOQ.AX

-0.95%

BMN.AX

4.19%

BCI.AX

BPT.AX

-2.77%

BGA.AX

-0.67%

BGL.AX

2.61%

BEN.AX

-1.32%

BNZ.AX

4.37%

BHP.AX

0.02%

BKI.AX

0.29%

BC8.AX

2.4%

XYZ.AX

1.61%

BSL.AX

0.6%

BOE.AX

-9.28%

BXB.AX

-0.8%

BVS.AX

-0.5%

BRE.AX

-3.21%

BRG.AX

-0.29%

BGP.AX

BFL.AX

BWP.AX

0.26%

CMM.AX

2.28%

CSC.AX

1.18%

CAR.AX

0.67%

CIN.AX

-6.69%

CYL.AX

-1.48%

CAT.AX

-0.64%

CWP.AX

-1.63%

CNI.AX

-0.65%

CIP.AX

1.02%

COF.AX

0.53%

CHN.AX

2.8%

CGF.AX

-0.12%

CIA.AX

-0.58%

CHI.AX

CHC.AX

1.33%

CLW.AX

0.87%

CQR.AX

0.26%

CQE.AX

CNU.AX

0.38%

C79.AX

-1.1%

CVL.AX

0.71%

CU6.AX

7.9%

CWY.AX

0.44%

CBO.AX

-0.56%

COH.AX

-1.75%

CDA.AX

-1.88%

COL.AX

-0.48%

CKF.AX

-0.81%

CBA.AX

-0.18%

CPU.AX

0.44%

CEN.AX

-1.4%

CXO.AX

1.64%

CRN.AX

3.45%

CCP.AX

0.65%

CMW.AX

2.6%

CSL.AX

0.98%

CCL.AX

6.65%

DBI.AX

-1.35%

DTL.AX

3.41%

DTR.AX

2.5%

DYL.AX

2.85%

DRR.AX

-1.44%

DVP.AX

2.2%

DXS.AX

1.01%

DXI.AX

0.42%

DDR.AX

2.38%

DGT.AX

4.9%

DUI.AX

0.59%

DJW.AX

DMP.AX

0.34%

DOW.AX

-2.55%

DPM.AX

-0.88%

DRO.AX

9.09%

DUR.AX

6.37%

DNL.AX

APE.AX

-1.19%

EBO.AX

4.79%

EIQ.AX

13.89%

ELD.AX

-1.59%

EOS.AX

5.76%

ELV.AX

0.79%

ELS.AX

1.96%

EHL.AX

-0.82%

EMR.AX

3.75%

EDV.AX

ERA.AX

-12.5%

EQR.AX

-5.97%

EQT.AX

0.45%

EVN.AX

9.55%

EVT.AX

0.45%

FCL.AX

4.15%

FFM.AX

4.83%

FPH.AX

0.67%

FPR.AX

1.68%

FBU.AX

-0.4%

FLT.AX

2.3%

FML.AX

FRS.AX

1.06%

FMG.AX

0.83%

FRW.AX

0.09%

FGX.AX

0.37%

FGG.AX

1.89%

GLN.AX

-1.14%

GLF.AX

0.69%

GDG.AX

2.86%

GNE.AX

-2.96%

GMD.AX

4.99%

GTK.AX

-2.14%

GNP.AX

-3.02%

GMG.AX

1.25%

GPT.AX

0.65%

GQG.AX

GNG.AX

1.46%

GNC.AX

-0.15%

GGP.AX

3.85%

GOZ.AX

0.47%

GCI.AX

0.99%

GYG.AX

-2.35%

GWA.AX

-0.48%

HSN.AX

1.32%

HVN.AX

0.65%

HGH.AX

0.52%

HM1.AX

0.71%

HLI.AX

0.94%

HMC.AX

-2.55%

HDN.AX

-0.41%

HUB.AX

3.56%

IEL.AX

0.56%

IGO.AX

1.21%

ILU.AX

-1.45%

IMD.AX

-0.26%

IMR.AX

5.07%

IFT.AX

0.3%

INA.AX

0.25%

ING.AX

0.99%

IFL.AX

IAG.AX

1.5%

IDX.AX

1.33%

IPG.AX

0.61%

IPX.AX

-2.07%

IPH.AX

IRE.AX

0.88%

JHX.AX

-0.41%

JBH.AX

1.13%

JDO.AX

1.68%

JMS.AX

-1.79%

KAR.AX

-0.92%

KLS.AX

0.51%

KCN.AX

6.88%

KKC.AX

-0.49%

GLS.AX

1.1%

L1G.AX

2.28%

LSF.AX

0.73%

LRV.AX

8.51%

LFS.AX

-1.08%

LLC.AX

0.95%

LFG.AX

-0.29%

360.AX

1.99%

LIC.AX

1.33%

LNW.AX

0.24%

LIN.AX

2.22%

LTR.AX

-0.26%

LOV.AX

-0.7%

LYL.AX

-0.23%

LYC.AX

-6.84%

MA1.AX

0.51%

MAF.AX

1.57%

MGH.AX

3.54%

MAH.AX

-1.16%

MQG.AX

1.35%

MAQ.AX

1.08%

MAD.AX

-0.63%

MFG.AX

-0.11%

MAU.AX

0.51%

MMS.AX

0.2%

MPL.AX

2.2%

MP1.AX

5.58%

MCY.AX

0.36%

MEZ.AX

0.22%

MSB.AX

7.96%

MTM.AX

8.46%

MLX.AX

3.1%

MTS.AX

-0.66%

MOT.AX

-0.59%

MXT.AX

1.03%

MFF.AX

0.64%

MIN.AX

0.15%

MI6.AX

6.67%

MIR.AX

0.38%

MGR.AX

0.29%

MND.AX

-1.6%

MYS.AX

NAN.AX

-0.84%

NAB.AX

-0.38%

NSR.AX

NGI.AX

-0.47%

NWL.AX

2.36%

NEU.AX

1.05%

NHC.AX

-2.53%

NMG.AX

4.17%

NEM.AX

0.49%

NWS.AX

-0.74%

NXG.AX

0.6%

NXT.AX

2.21%

NHF.AX

0.9%

NCK.AX

-1.45%

NIC.AX

NEC.AX

-1.99%

NST.AX

NWH.AX

-0.17%

NUF.AX

11.26%

OCL.AX

1.25%

OPH.AX

1.54%

OBM.AX

4.78%

ORI.AX

-0.72%

ORG.AX

-1.3%

ORA.AX

5.8%

PDN.AX

4.47%

PNR.AX

4.01%

PPC.AX

-0.51%

PPM.AX

-0.28%

PRN.AX

PPT.AX

0.5%

PCI.AX

PRU.AX

0.89%

PXA.AX

2.43%

PNI.AX

4.98%

PL8.AX

1.49%

PLS.AX

-0.19%

PGF.AX

-0.34%

PNV.AX

-0.49%

PDI.AX

-1.59%

PMV.AX

-0.24%

PME.AX

4.09%

PFP.AX

0.52%

PWH.AX

PYC.AX

5.22%

QAN.AX

1.22%

QBE.AX

0.18%

QAL.AX

0.42%

QRI.AX

0.32%

QUB.AX

0.6%

RAC.AX

8.19%

RMS.AX

6.84%

RHC.AX

2.22%

REA.AX

0.2%

RDX.AX

-4.06%

REH.AX

0.8%

RF1.AX

RPL.AX

0.38%

RG1.AX

0.87%

RGN.AX

-0.44%

REG.AX

RRL.AX

5.1%

RWC.AX

-1.3%

RMD.AX

1.52%

RSG.AX

-0.34%

SGLLV.AX

-0.22%

RIC.AX

0.38%

RIO.AX

-0.27%

RXR.AX

RXL.AX

RFF.AX

-0.99%

RYM.AX

3.24%

SFR.AX

3.19%

SMI.AX

2.99%

STO.AX

-2.89%

SCG.AX

0.85%

SEK.AX

-0.97%

SHV.AX

2.44%

SRV.AX

0.3%

SSM.AX

-1.79%

SGH.AX

-1.43%

SHA.AX

-0.9%

SIG.AX

-0.37%

SLX.AX

SGM.AX

-2.28%

SDR.AX

3.34%

SKS.AX

3.21%

SKC.AX

-0.88%

SIQ.AX

SHL.AX

1.84%

S32.AX

-0.86%

SX2.AX

5.33%

SXE.AX

-0.61%

SPK.AX

-0.56%

SRG.AX

1.12%

SBM.AX

-2.07%

SGQ.AX

SMR.AX

-1.56%

SDF.AX

0.71%

SGP.AX

-0.71%

STK.AX

-4.44%

SNZ.AX

1.84%

SUN.AX

1.16%

SRL.AX

8.85%

SUL.AX

-0.48%

SLC.AX

1.23%

SNL.AX

-0.68%

SYL.AX

1.33%

TAH.AX

-1.06%

TEA.AX

0.41%

TNE.AX

2.86%

TLX.AX

-4.21%

TLS.AX

-0.37%

TPW.AX

-3.98%

A2M.AX

-1.03%

TLC.AX

SGR.AX

TVN.AX

1.39%

TWR.AX

-0.91%

TPG.AX

1.41%

TCL.AX

0.3%

TWE.AX

0.51%

TUA.AX

-0.17%

TCG.AX

UNI.AX

0.68%

VAU.AX

3.32%

VNT.AX

-0.8%

VCX.AX

0.4%

VGN.AX

7.23%

VEA.AX

-4.53%

VUL.AX

-3.93%

VSL.AX

-3.49%

WA1.AX

0.14%

WGN.AX

0.23%

WAM.AX

0.29%

WGB.AX

0.93%

WLE.AX

-5%

SOL.AX

0.79%

WPR.AX

WEB.AX

5.26%

WBT.AX

2.31%

WES.AX

-0.89%

WAF.AX

2.33%

WGX.AX

1.39%

WBC.AX

-1.9%

WHF.AX

0.2%

WHC.AX

-0.12%

WIA.AX

4.4%

WC8.AX

1.32%

WTC.AX

3.63%

WDS.AX

-2.36%

WOW.AX

-0.86%

WOR.AX

-2.12%

XRO.AX

2.62%

YAL.AX

-2.35%

ZIM.AX

3.45%

ZIP.AX

3.95%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	150.02	0.04	0.03
SSO ASX Small Caps	16.00	0.13	0.82
IVV S&P 500	64.92	0.22	0.34
NDQ Nasdaq	53.28	0.39	0.74
F100 FTSE 100	15.22	-0.02	-0.13
ASIA Asia Tech	16.58	0.35	2.16
IEU Europe	100.48	-0.15	-0.15
IEM Emerging Markets	87.76	0.38	0.43
Gold Gold	61.79	0.19	0.31
ACDC Battery Tech	157.21	-0.17	-0.11

COMMODITIES	Close($)	-/+	%
Gold	4,812.41	-27.93	-0.58
Silver	79.18	-0.347	-0.44
Platinum	2,102.75	-0.9044	-0.04
Palladium	1,587.48	0.1993	0.01
Ice Brent Crude	95.34	-4.02	-4.05
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7136	0.0013	0.18
Euro	1.1784	-0.0011	-0.09
British Pound	1.3558	-0.0006	-0.04
Canadian Dollar	1.3774	0.0009	0.07
New Zealand Dollar	0.5899	-0.0004	-0.07
Chinese Yuan	6.8174	0.0018	0.03
Japanese Yen	159.0200	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	0.56	0%	77.78%	0.30 0.75
BGL	Bellevue Gold Ltd	1.77	2.61%	51.53%	0.78 2.00
BHP	Bhp Group Ltd	56.11	0.02%	54.25%	35.52 59.39
FMG	Fortescue Ltd	20.77	0.83%	35.53%	14.31 23.38
NHC	New Hope Corporation Ltd	5.39	-2.53%	48.66%	3.54 6.14
WHC	Whitehaven Coal Ltd	8.50	-0.12%	69.52%	4.63 9.90
NEM	Newmont Cdi	165.42	0.49%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	16.73	0.6%	0.00%	7.03 20.47
SFR	Sandfire Resources Ltd	18.11	3.19%	88.51%	9.30 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EIQ	Echoiq	1.03	13.89
NUF	Nufarm	2.47	11.26
AYA	Artrya	4.25	10.1
EVN	Evolution Mining	14.45	9.55
DRO	Droneshield	3.72	9.09
SRL	Sunrise Energy	12.30	8.85
LRV	Larvotto Resourc	1.28	8.51
MTM	Metallium	0.71	8.46
RAC	Racura Oncology	3.04	8.19
MSB	Mesoblast	2.17	7.96

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-12.5
BOE	Boss Energy	1.57	-9.28
LYC	Lynas Rare Earth	20.56	-6.84
CIN	Carlton Investme	33.50	-6.69
EQR	Eq Resources	0.32	-5.97
WLE	Wam Leaders	1.33	-5
VEA	Viva Energy Grp	2.53	-4.53
STK	Strickland Metal	0.22	-4.44
AEL	Amplitude Energy	1.75	-4.37
TLX	Telix Pharmaceut	14.80	-4.21

OPINION

Latest Market Matters Opinions

15/04/2026 17:06

Evolution Mining (EVN) $14.45

EVN +9.55%: reported a mixed but positive March-quarter operational update – while gold and copper production both fell, the company remains on track to deliver FY26 targets, expecting cash flow to strengthen into the June quarter after cutting FY26 cost guidance.

15/04/2026 17:05

What Mattered Today

The ASX looked set for a strong day early, but only finished marginally higher. We probably sound like a broken record at times – the ASX will struggle to push meaningfully higher without the banks leading, but today was the perfect example. The index briefly pushed above the 9,000 level intraday, though selling in financials capped the advance.

ACTION

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Market Matters Content

Portfolio Positioning: Cracks in the Consumer – Reviewing Exposure as Confidence Slides

Morning report 15/04/2026

Afternoon Report

The Match Out: ASX consolidates as EVN leads the gold charge

Afternoon report 15/04/2026

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

LOV

AMZN US

SUL

APE

WBC

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 08/04/2026

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 08/04/2026

Morning Report

Portfolio Positioning: Cracks in the Consumer – Reviewing Exposure as Confidence Slides

Morning report 15/04/2026

Afternoon Report

The Match Out: ASX consolidates as EVN leads the gold charge

Afternoon report 15/04/2026

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

LOV

AMZN US

SUL

APE

WBC

XRO

WOW

TLS

QBE

IAG

GS US

IGV US

Chart of the week

Japan’s Nuclear Power Generation

Aus. Investment blog Subscribe to blog

Why is Westpac (ASX:WBC) falling today?

Westpac has fallen, more than 4%, the most since March 30th, after saying interest rate volatility has adversely impacted treasury and net interest margins (NIM).

ASX:WBC 08/04/2026

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 08/04/2026

Opinion + Action