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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

360 -12.45%

4DX 0.21%

A1M 3.76%

A2M 3.98%

A4N 10.53%

AAC -1.63%

AAI 2.79%

ABB -2.28%

ABG 2.62%

ACL 0.93%

AEF 2.78%

AEL -0.28%

AGL 0.39%

AIA 2.03%

AIS 6.96%

AIZ -1.61%

ALD 1.34%

ALK 0.41%

ALL 0.40%

ALQ 2.60%

ALX 3.22%

AMC 1.53%

AMI 1.20%

AMP 2.97%

ANN 0.89%

ANZ 0.90%

AOV 2.00%

APA -0.14%

APE 0.13%

APZ 2.00%

ARB 2.42%

ARF 1.25%

ARU 5.00%

ASB 4.29%

ASX 1.15%

ATM -3.06%

AUB 1.55%

AUC 1.85%

AVH 1.84%

AVR 3.15%

AXQ 2.23%

AYA 3.02%

AZJ 1.43%

BAP 2.35%

BC8 2.99%

BCI 0.00%

BEN 1.51%

BFL 0.00%

BGA 2.65%

BGL 1.37%

BGP 0.00%

BHP 1.36%

BJY 3.09%

BMC -1.15%

BMN 0.00%

BNZ 3.54%

BOE 3.06%

BOQ 1.45%

BPT 0.00%

BRE 1.57%

BRG 1.25%

BSL 1.36%

BTR 2.94%

BVS 2.21%

BWP 0.95%

BXB 1.29%

C79 3.36%

CAR 0.77%

CAT 1.06%

CBA 2.01%

CBO -1.08%

CCL 0.34%

CCP 1.29%

CDA 2.30%

CEN 1.16%

CGF 1.74%

CGS 6.25%

CHC 2.52%

CHI -3.93%

CIA 6.19%

CIP 0.86%

CKF 0.22%

CLW 1.15%

CMM 1.24%

CMW 0.00%

CNI -0.42%

CNU 1.23%

COF 0.56%

COH -0.49%

COL -0.13%

CPU 0.29%

CQE 1.34%

CQR 1.17%

CSC 2.43%

CSL 0.03%

CU6 4.30%

CVL 4.45%

CWP 2.72%

CWY 0.00%

CXO 2.00%

CYL 3.15%

DBI 2.45%

DDR 3.07%

DGT 2.24%

DMP -0.74%

DNL 0.15%

DOW 3.53%

DPM 3.27%

DRO 1.98%

DRR 2.69%

DTL 2.73%

DUR 2.34%

DVP 2.53%

DXI 0.40%

DXS 1.44%

DYL 4.19%

EBO 3.34%

EDV 0.28%

EF2 7.41%

EHL 1.60%

ELD 1.71%

ELV 4.33%

EMR 2.95%

EOL 0.56%

EOS 0.80%

EQR 0.82%

EQT 2.00%

ERA 0.00%

EUR 6.85%

EVN 2.44%

EVT -0.03%

FBU 3.07%

FCL 0.92%

FDC 4.78%

FFM 2.98%

FLT 2.03%

FMG 1.11%

FML 3.57%

FPH 0.92%

FPR -0.20%

FRS 3.03%

FRW -0.10%

G6M 0.97%

GDG 0.63%

GGP 3.58%

GLC 1.88%

GLF 2.85%

GMD 2.60%

GMG 4.26%

GNC 2.50%

GNE 0.51%

GNG 4.21%

GNP 5.19%

GOZ 1.46%

GPT 2.20%

GQG 1.31%

GWA 1.44%

GYG 1.46%

HDN 1.94%

HGH 1.50%

HLI 1.13%

HMC 1.20%

HSN 2.11%

HUB 1.29%

HVN 1.35%

IDX -0.87%

IEL 0.91%

IFT 3.17%

IGO 1.15%

ILU 4.27%

IMD 6.25%

IMR -0.20%

INA 1.73%

ING 2.29%

IPG 4.81%

IPH 2.38%

IPX 13.95%

IRE 0.95%

JBH 1.26%

JDO 2.47%

JHX 2.48%

KAR 0.80%

KCN 1.46%

KLS 1.42%

KOA 3.22%

L1G 0.60%

LFG -1.53%

LFS 0.00%

LIC 1.17%

LIN 16.45%

LLC 3.07%

LNW 3.15%

LOV 0.50%

LTR 2.96%

LYC 3.88%

LYL 3.70%

MAD 6.04%

MAF -1.11%

MAH 5.08%

MAQ 4.12%

MC2 0.14%

MCY 0.94%

MEI 0.00%

MEZ 2.88%

MGH 4.24%

MGR 0.79%

MI6 3.70%

MIN 0.58%

MLX 8.07%

MMS 1.15%

MND 14.59%

MP1 6.08%

MPL 2.22%

MQG 1.32%

MSB 1.72%

MTS 0.90%

MYS 1.42%

NAB 0.01%

NAN -1.04%

NCK 0.51%

NEC 3.89%

NEM 0.98%

NEU 0.46%

NGI 1.72%

NHC -0.65%

NHF 1.72%

NIC 4.51%

NMG -3.28%

NST 2.34%

NUF -0.45%

NWH 5.56%

NWL 1.47%

NWS 0.58%

NWSLV 0.00%

NXG 3.72%

NXL -10.03%

NXT 3.61%

OBL -2.25%

OBM 6.21%

OCL 3.62%

OML 0.30%

ORA 1.41%

ORE 4.83%

ORG 0.00%

ORI 1.45%

PAF 2.22%

PDI 1.89%

PDN 4.66%

PLS 0.87%

PME 0.77%

PMT 0.00%

PMV 2.85%

PNI -0.38%

PNR 0.15%

PNV -1.92%

PPC 0.68%

PPM -0.55%

PPT 1.99%

PRN 5.29%

PRU 1.53%

PWH 2.53%

PXA 1.85%

PYC -0.63%

QAL 0.54%

QAN 4.99%

QBE -0.30%

RDX 1.80%

REA 0.25%

REG -0.59%

REH 3.98%

RFF 0.52%

RGN 2.16%

RHC 0.54%

RIC 1.13%

RIO 0.64%

RMD -0.09%

RMS 0.77%

RPL 2.29%

RRL 1.02%

RSG 0.58%

RWC 1.33%

RXL 1.72%

RYM 1.00%

S32 1.85%

SBM 2.00%

SCG 1.74%

SDF 0.17%

SDR 3.93%

SEK -1.26%

SFR 1.29%

SGH 1.92%

SGLLV 3.01%

SGM 2.31%

SGP 2.48%

SGR -2.94%

SHA 6.06%

SHL 0.66%

SHV 3.54%

SIG 0.35%

SIQ 3.56%

SKC 0.00%

SKG -0.22%

SKS 7.69%

SLC -9.64%

SLX 3.45%

SMR 1.19%

SNL 0.96%

SNZ 0.00%

SOL 1.30%

SPK 1.48%

SRG 6.06%

SRL 2.14%

SRV 1.45%

SSM -6.14%

STO -0.52%

SUL 0.89%

SUN 1.53%

SX2 3.33%

SXE 6.37%

SYL 1.70%

TAH 1.11%

TBN -3.49%

TCG 0.66%

TCL 1.53%

TEA 5.07%

THL 4.46%

TLC 0.00%

TLS 0.20%

TLX -0.93%

TNE 0.58%

TPG -1.73%

TPW 7.41%

TRA 0.00%

TUA -1.37%

TWE 0.86%

TWR 0.00%

UNI -1.40%

UOS 0.00%

VAU 2.75%

VCX 0.83%

VEA 1.33%

VGL 0.00%

VGN 2.31%

VMM 3.57%

VNT 4.69%

VSL -2.05%

VUL 6.99%

WA1 1.75%

WAF 0.97%

WBC 1.87%

WBT 7.71%

WDS 0.13%

WEB 3.39%

WES 1.05%

WGN 2.23%

WGX 3.07%

WHC 0.69%

WIA 0.61%

WOR 1.39%

WOW -0.35%

WPR 0.22%

WTC 1.68%

XRO -0.97%

XYZ 2.28%

YAL -0.70%

ZIM -0.62%

ZIP 1.96%

ETFs
COMMODITIES & CURRENCIES ($US)

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.95	2.15	1.43
SSO ASX Small Caps	14.20	0.30	2.16
IVV S&P 500	72.62	1.06	1.48
NDQ Nasdaq	58.48	1.39	2.43
F100 FTSE 100	15.81	0.27	1.74
ASIA Asia Tech	17.79	0.21	1.19
IEU Europe	100.05	2.16	2.21
IEM Emerging Markets	88.78	0.82	0.93
Gold Gold	54.40	-0.27	-0.49
ACDC Battery Tech	100.93	2.26	2.29

COMMODITIES	Close($)	-/+	%

Commodity and currency prices are not available from our data provider yet. This table will fill in automatically once they are.

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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	0.69	3.76%	45.26%	0.42 0.94
BGL	Bellevue Gold Ltd	1.48	1.37%	26.07%	1.16 1.92
BHP	BHP Group	60.01	1.36%	40.77%	40.18 68.77
FMG	Fortescue Ltd	15.45	1.11%	-23.06%	14.06 23.38
NHC	New Hope Corp	5.34	-0.65%	24.94%	3.77 6.61
WHC	Whitehaven Coal	7.25	0.69%	0.28%	6.66 9.90
NEM	Newmont Corp	180.86	0.98%	41.28%	126.05 190.91
NXG	NexGen Energy Ltd	12.69	3.72%	0.08%	10.85 18.78
SFR	Sandfire Resources	20.45	1.29%	30.20%	14.41 25.00

10 Top Gainers | >$500m

Code	Company	Last($)	% Chg
LIN	Lindian Resources Ltd	0.44	16.45
MND	Monadelphous Group	32.43	14.59
IPX	IperionX Limited	2.45	13.95
A4N	Alpha HPA Ltd	0.42	10.53
MLX	Metals X Ltd	1.74	8.07
WBT	Weebit Nano Ltd	2.45	7.71
SKS	SKS Technologies	5.88	7.69
EF2	Energy Fuels Inc.	10.44	7.41
TPW	Temple & Webster	6.38	7.41
VUL	Vulcan Energy	1.23	6.99

10 Biggest Fallers | >$500m

Code	Company	Last($)	% Chg
360	Life360 Inc	19.55	-12.45
NXL	Nuix Ltd	1.71	-10.03
SLC	Superloop	2.49	-9.64
SSM	Service Stream	2.07	-6.14
CHI	Channel Infrastructure NZ Ltd	2.69	-3.93
TBN	TAMBORAN CDI FORUS	0.21	-3.49
NMG	NEWMURCH FPO	0.06	-3.28
ATM	Aneka Tambang Tbk PT	1.11	-3.06
SGR	Star Entertainment	0.17	-2.94
ABB	Aussie Broadband	4.51	-2.28

OPINION

Latest Market Matters Opinions

10/11/2026 09:10

Uranium (U3O8) spot Price (US$/lb) $92.50

Over the last 24-hours global uranium stocks have surged higher, with most of the ASX sector gaining ~10% as enthusiasm for nuclear energy returned with vengeance - Paladin (+10.9%) and Deep Yellow (+10.6%) both caught the eye. In the US, overnight strength was ongoing, with heavyweight Cameco (CCJ US) closing +5.5% higher, helped by Paradigm Capital upgrading the Canadian uranium heavyweight to a Buy with a PT implying almost 30% upside - we hold Cameco in our International Equities Portfolio.

10/11/2026 09:09

Ramelius Resources Ltd (ASX: RMS) $3.89

Ramelius has been one of our preferred local gold plays through 2026, and it looks on track to test higher in the coming weeks. The last 6 months for Ramelius were operationally mixed but strategically on track. The 1Q27 production and cost miss was weather-driven and largely temporary, with the deferred Penny ore expected to flow through in Q2.

ACTION

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What Matters Today: Gold & uranium stocks start to fire again

Morning report 10/11/2026

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Afternoon report 09/11/2026

Ask James ASK A QUESTION

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Question asked 06/11/2026

Macquarie group (ASX: MQG) outlook

Hi MM, What do you make of the MQG first half results and where do you see MQG's share price in say 3 months time? Regards, Peter

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Question asked 06/11/2026

Caterpillar Inc (NYSE: CAT)

I see cat has been on your hit list for quite a while. Just wondering your thoughts now after latest reports and price reductions please??

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