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Opinion + Action

The latest views from real investors with real money in the markets.

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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

1.61%

4DX.AX

1.65%

ABG.AX

-2.54%

AIS.AX

3.09%

AGL.AX

-0.68%

A1M.AX

1.33%

AIZ.AX

-1.43%

AAI.AX

1.72%

ALK.AX

3.26%

A4N.AX

3.4%

ALQ.AX

0.89%

AMC.AX

-0.63%

AOV.AX

-0.15%

AMP.AX

-2.79%

ALD.AX

-0.04%

ANN.AX

-1.1%

ANZ.AX

-2.65%

APA.AX

-0.65%

ARU.AX

ARB.AX

-1.95%

ARF.AX

-0.43%

ARG.AX

ALL.AX

-0.06%

AYA.AX

1.66%

APZ.AX

0.4%

ASX.AX

-1.84%

ALX.AX

-1.42%

AUB.AX

0.97%

AIA.AX

0.69%

AXQ.AX

6.17%

AMI.AX

3.95%

AZJ.AX

-9.98%

AUC.AX

ABB.AX

-0.3%

ASB.AX

0.92%

AAC.AX

-0.37%

ACL.AX

16.81%

AEF.AX

0.11%

AFI.AX

0.74%

AUI.AX

1.27%

BOQ.AX

-0.31%

BMN.AX

3.19%

BCI.AX

-1.6%

BPT.AX

0.87%

BGA.AX

-1.16%

BGL.AX

4.19%

BEN.AX

-0.27%

BNZ.AX

0.81%

BHP.AX

1.16%

BKI.AX

0.26%

BC8.AX

3.29%

XYZ.AX

-0.99%

BSL.AX

-0.56%

BOE.AX

3.79%

BXB.AX

0.1%

BVS.AX

-4.18%

BRG.AX

0.42%

BGP.AX

BFL.AX

BWP.AX

-1.3%

CMM.AX

4.8%

CSC.AX

1.69%

CAR.AX

-2.66%

CIN.AX

CYL.AX

6.63%

CAT.AX

-3.89%

CWP.AX

-2.1%

CNI.AX

-1.33%

CIP.AX

-0.49%

COF.AX

0.29%

CHN.AX

2.62%

CGF.AX

-1.57%

CIA.AX

0.44%

CHC.AX

-1.08%

CLW.AX

0.42%

CQR.AX

-1.44%

CQE.AX

0.61%

CNU.AX

0.51%

C79.AX

-1.25%

CVL.AX

-0.8%

CU6.AX

-1.71%

CWY.AX

-1.11%

CBO.AX

0.29%

COH.AX

-1.23%

CDA.AX

-0.58%

COL.AX

-0.81%

CKF.AX

-0.43%

CBA.AX

-0.23%

CPU.AX

-0.59%

CEN.AX

-2.11%

CXO.AX

4.23%

CCP.AX

-0.61%

CMW.AX

-1.74%

CSL.AX

-0.42%

CCL.AX

-3.86%

DBI.AX

-0.56%

DTL.AX

-0.2%

DYL.AX

2.26%

DRR.AX

-0.95%

DVP.AX

4.33%

DXS.AX

-1.7%

DXI.AX

-0.42%

DDR.AX

0.31%

DGT.AX

1.42%

DJW.AX

DMP.AX

-1.44%

DOW.AX

-0.93%

DPM.AX

1.93%

DRO.AX

-0.64%

DUR.AX

0.46%

DNL.AX

1.62%

APE.AX

-2.82%

EBO.AX

-0.28%

EIQ.AX

-6.29%

ELD.AX

0.88%

EOS.AX

5.43%

ELV.AX

0.43%

ELS.AX

1.53%

EHL.AX

-0.72%

EMR.AX

3.63%

EDV.AX

-2.1%

EQR.AX

-1.61%

EUR.AX

3.39%

EVN.AX

4.05%

EVT.AX

1.87%

FDC.AX

0.27%

FCL.AX

3.56%

FFM.AX

2.15%

FPH.AX

-0.08%

FPR.AX

-0.59%

FBU.AX

-1.29%

FLT.AX

-2.06%

FML.AX

6.32%

FRS.AX

-6.49%

FMG.AX

1.19%

FRW.AX

0.08%

FGX.AX

1.85%

FGG.AX

0.3%

GLF.AX

GDG.AX

-0.26%

GNE.AX

-0.45%

GMD.AX

3.27%

GNP.AX

4.37%

GMG.AX

0.2%

GPT.AX

-3.12%

GQG.AX

-0.35%

GNG.AX

5.77%

GNC.AX

0.28%

GGP.AX

3.44%

G6M.AX

15.29%

GOZ.AX

-1.15%

GCI.AX

-0.24%

GYG.AX

-2.32%

GWA.AX

0.85%

HSN.AX

-2.29%

HVN.AX

-5.08%

HGH.AX

1.73%

HM1.AX

HLI.AX

-1.23%

HMC.AX

HDN.AX

HUB.AX

0.13%

IEL.AX

2.09%

IGO.AX

3.42%

ILU.AX

2.4%

IMD.AX

-3.9%

IMR.AX

-2.94%

IFT.AX

-0.28%

INA.AX

-1.17%

ING.AX

-1.13%

IAG.AX

-0.49%

IDX.AX

-0.45%

IPG.AX

3.77%

IPX.AX

6.84%

IPH.AX

0.72%

IRE.AX

-10.24%

JHX.AX

-0.34%

JBH.AX

-12.03%

JDO.AX

-1.35%

JMS.AX

-1.85%

KAR.AX

KLS.AX

-1.8%

KCN.AX

5.13%

KKC.AX

1.17%

GLS.AX

LGF.AX

2.27%

L1G.AX

9.73%

LSF.AX

1.08%

LRV.AX

0.86%

LFS.AX

-0.55%

LLC.AX

-10.22%

LFG.AX

1.61%

360.AX

3.27%

LIC.AX

-0.09%

LNW.AX

1.89%

LIN.AX

-0.89%

LTR.AX

2.16%

LOV.AX

-2.47%

LYL.AX

-0.58%

LYC.AX

2.51%

MA1.AX

0.25%

MAF.AX

-0.16%

MGH.AX

3.21%

MAH.AX

1.8%

MQG.AX

-0.87%

MAQ.AX

0.23%

MAD.AX

MFG.AX

-1.93%

MMS.AX

-0.07%

MPL.AX

-0.79%

MP1.AX

-0.47%

MCY.AX

0.73%

MEZ.AX

MSB.AX

5.88%

MLX.AX

3.04%

MTS.AX

-0.49%

MEI.AX

2.5%

MOT.AX

-0.62%

MXT.AX

0.52%

MFF.AX

0.37%

MIN.AX

2.21%

MI6.AX

2.36%

MIR.AX

MGR.AX

-2.54%

MND.AX

-1.53%

MYS.AX

-1.75%

NAN.AX

-1.41%

NAB.AX

-4.33%

NGI.AX

0.78%

NWL.AX

0.83%

NEU.AX

-2.37%

NHC.AX

2.52%

NMG.AX

5.17%

NEM.AX

3.98%

NWS.AX

0.86%

NXG.AX

2.07%

NXT.AX

-0.54%

NHF.AX

0.68%

NCK.AX

-1.64%

NIC.AX

1.21%

NEC.AX

0.52%

NST.AX

2.82%

NWH.AX

-2.87%

NUF.AX

1.03%

NXL.AX

0.68%

OCL.AX

0.83%

OML.AX

-0.6%

OPH.AX

-1.22%

OBM.AX

5.73%

ORI.AX

0.81%

ORG.AX

-0.7%

ORA.AX

-4.32%

PDN.AX

4.64%

PNR.AX

2.69%

PPC.AX

-0.57%

PPM.AX

-0.55%

PRN.AX

3.52%

PPT.AX

0.21%

PCI.AX

PRU.AX

2.18%

PXA.AX

0.64%

PNI.AX

-0.33%

PL8.AX

1.05%

PLS.AX

4.21%

PGF.AX

2.38%

PNV.AX

4.66%

PDI.AX

5.94%

PMV.AX

-4.43%

PME.AX

-1.17%

PWH.AX

2.15%

PYC.AX

-0.93%

QAN.AX

-0.5%

QBE.AX

-1.6%

QAL.AX

-2.1%

QRI.AX

-0.32%

RMS.AX

2.37%

RHC.AX

0.29%

REA.AX

0.15%

RDX.AX

-1.83%

REH.AX

-0.23%

RF1.AX

-0.55%

RPL.AX

2.12%

RG1.AX

0.37%

RGN.AX

-1.68%

REG.AX

-0.97%

RRL.AX

3.06%

RWC.AX

-1.5%

RMD.AX

-1.03%

RSG.AX

3.33%

SGLLV.AX

-1.07%

RIC.AX

0.69%

RIO.AX

0.87%

RXL.AX

3.13%

RFF.AX

RYM.AX

1.75%

SFR.AX

2.26%

SMI.AX

2.88%

STO.AX

0.69%

SCG.AX

-1.59%

SEK.AX

-1.32%

SHV.AX

SRV.AX

-0.31%

SSM.AX

SGH.AX

1.21%

SHA.AX

0.91%

SIG.AX

-1.51%

SLX.AX

0.97%

SGM.AX

-2.42%

SDR.AX

1.17%

SKS.AX

-2.95%

SKC.AX

SIQ.AX

2.37%

SHL.AX

2.41%

S32.AX

2.21%

SX2.AX

2.72%

SXE.AX

SPK.AX

-0.47%

SRG.AX

-0.55%

SBM.AX

2.14%

SMR.AX

0.39%

SDF.AX

4.79%

SGP.AX

-4.41%

SKG.AX

-3.45%

SNZ.AX

-1.05%

SUN.AX

-4.95%

SRL.AX

-1.13%

SUL.AX

-7.39%

SLC.AX

0.32%

SNL.AX

0.97%

SYL.AX

TAH.AX

-2.73%

TEA.AX

-2.74%

TNE.AX

-1.18%

TLX.AX

-1.26%

TLS.AX

0.73%

TPW.AX

-1.64%

A2M.AX

-3.48%

TLC.AX

-0.65%

SGR.AX

-1.79%

TVN.AX

-3.92%

THL.AX

0.21%

TWR.AX

-0.64%

TPG.AX

1.97%

TCL.AX

0.72%

TWE.AX

-1.44%

TUA.AX

-1.13%

TCG.AX

3.65%

TRA.AX

0.29%

USL.AX

2.52%

UNI.AX

-0.95%

VAU.AX

2.79%

VNT.AX

0.26%

VCX.AX

-1.87%

VGN.AX

-0.55%

VGL.AX

0.45%

VEA.AX

-0.36%

VUL.AX

-0.68%

VSL.AX

VYS.AX

-0.43%

WA1.AX

2.4%

WGN.AX

1.52%

WAM.AX

1.31%

WGB.AX

0.46%

WLE.AX

-0.37%

SOL.AX

-2.19%

WPR.AX

-0.2%

WQG.AX

0.48%

WEB.AX

-1.71%

WBT.AX

0.45%

WES.AX

-4.01%

WAF.AX

3.54%

WGX.AX

2.74%

WBC.AX

-0.51%

WHF.AX

0.4%

WHC.AX

1.11%

WIA.AX

-3.93%

WC8.AX

-3.37%

WTC.AX

-1.61%

WDS.AX

1.4%

WOW.AX

0.28%

WOR.AX

0.7%

XRO.AX

1.41%

YAL.AX

1.73%

ZIM.AX

3.56%

ZIP.AX

-0.73%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	151.48	-0.46	-0.3
SSO ASX Small Caps	14.99	0	0
IVV S&P 500	72.99	-0.48	-0.65
NDQ Nasdaq	61.70	-0.15	-0.24
F100 FTSE 100	15.43	0.02	0.13
ASIA Asia Tech	20.73	0.05	0.24
IEU Europe	99.95	-0.33	-0.33
IEM Emerging Markets	95.65	0.38	0.4
Gold Gold	56.63	0.63	1.13
ACDC Battery Tech	133.01	1.14	0.86

COMMODITIES	Close($)	-/+	%
Gold	4,396.98	21.0869	0.48
Silver	65.50	0.8431	1.3
Platinum	1,747.68	-0.0358	0
Palladium	1,331.49	18.665	1.42
Ice Brent Crude	88.82	1.75	2.01
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7103	0.0022	0.31
Euro	1.1586	0.0017	0.15
British Pound	1.3553	0.0023	0.17
Canadian Dollar	1.3862	-0.0012	-0.09
New Zealand Dollar	0.5908	0.0019	0.32
Chinese Yuan	6.7414	0.0002	0
Japanese Yen	159.0800	-0.22	-0.14

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.76	1.33%	141.94%	0.30 0.85
BGL	Bellevue Gold Limited	1.55	4.19%	67.42%	0.84 2.00
BHP	Bhp Group Ltd	62.05	1.14%	47.80%	39.30 65.98
FMG	Fortescue Ltd	17.84	1.13%	-9.95%	17.44 23.38
NHC	New Hope Corporation Ltd	5.49	2.52%	18.36%	3.77 6.17
WHC	Whitehaven Coal Limited	7.77	1.04%	9.54%	5.94 9.90
NEM	Newmont Cdi	167.66	3.87%	0.00%	104.51 190.91
NXG	Nexgen Ene Cdi	14.77	1.79%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	21.33	2.35%	78.27%	11.85 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
ACL	Australian Clini	2.75	16.81
G6M	Group 6 Metals	3.92	15.29
L1G	L1 Group	1.21	9.73
IPX	Iperionx	3.52	6.84
CYL	Catalyst Metals	6.59	6.63
FML	Focus Minerals L	2.02	6.32
AXQ	Aura Consolidate	3.44	6.17
PDI	Predictive Disco	0.85	5.94
MSB	Mesoblast	2.34	5.88
GNG	Gr Engineering S	6.23	5.77

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
JBH	Jb Hi-fi	71.88	-12.03
IRE	Iress	7.10	-10.24
LLC	Lendlease Group	2.90	-10.22
AZJ	Aurizon Holdings	3.75	-9.98
SUL	Super Retail Gro	12.28	-7.39
FRS	Forrestania Res	0.36	-6.49
EIQ	Echoiq	1.49	-6.29
HVN	Harvey Norman Ho	4.58	-5.08
SUN	Suncorp Grou	18.63	-4.95
PMV	Premier Investme	11.97	-4.43

OPINION

Latest Market Matters Opinions

17/08/2026 09:41

LME Copper ($US/MT)

Copper edged 0.6% higher last week to $14,160/t, but the main story was the significant tightening in the physical market. Falling LME inventories, US tariff-related stockpiling and mounting mine disruptions pushed the cash-to-3-month spread to a $416/t backwardation, the widest since 2021 and enough to prompt emergency measures from the LME. The broader backdrop remains supportive, with AI infrastructure demand, constrained supply and fading Fed hike expectations providing tailwinds. The main offset is China, where softer import premiums suggest high prices are beginning to curb demand.

17/08/2026 09:41

Brent Crude Dec’ Futures ($US/barrel)

The US-Iran conflict shows no sign of abating as Lebanon saw its deadliest day of fighting in months over the weekend, loading further pressure on stalled US-Iran negotiations while Washington preps fresh sanctions. The oil price has opened flat on a wet Monday morning in Sydney.

ACTION

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Market Matters Content

Macro Monday: ASX earnings are being outshone by corporate America

Morning report 17/08/2026

Afternoon Report

The Match Out: ASX ends the week lower as Materials weigh, tech rallies to 6-month high

Afternoon report 14/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Hi MM team, Vault share price now seems to be above the merger deal payment to VAU shareholders, is that correct? If so, is it time to sell VAU above $6 or is the future Genesis price worth holding on for? Thanks Trish

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

If you wanted to reduce the number of equities in your portfolio and one of your choices was between SDR and SRG (yes, very different) which would you be inclined to sell and why? You've indicated you're looking at the lithium sector to buy. Which stocks have you narrowed down to and is IGO of interest? Thanks heaps for all your work and clear, thorough and fast responses to this dynamic market. Trish

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Latest View Points

SEMI

IKO

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

TLS

AMC

CLW

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Morning Report

Macro Monday: ASX earnings are being outshone by corporate America

Morning report 17/08/2026

Afternoon Report

The Match Out: ASX ends the week lower as Materials weigh, tech rallies to 6-month high

Afternoon report 14/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 14/08/2026

Vault Minerals Ltd (ASX: VAU)

Ask James

Question asked 14/08/2026

SiteMinder Ltd (ASX: SDR) and SRG Global Ltd (ASX: SRG)

Latest View Points

SEMI

IKO

SKG

QBE

VAS

VHY

VGS

JD US

YETI US

TLS

AMC

CLW

Chart of the week

Westpac Banking Corp (WBC)

Aus. Investment blog Subscribe to blog

Why is JB Hi-Fi (ASX: JBH) down over 10%?

JBH is down sharply today following a weaker-than-expected FY26 earnings result, with the stock falling over 10%.

ASX:JBH 11/08/2026

Why is Austal (ASX: ASB) soaring ~18%?

Austal's surging higher today after Hanwha Defence USA's non-binding, conditional offer to acquire Austal USA for an indicative enterprise value of US$1.05–1.20 billion.

ASX:ASB 11/08/2026

Opinion + Action