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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

-3.57%

4DX.AX

2.72%

ABG.AX

3.95%

AIS.AX

2.17%

AGL.AX

-2.79%

A1M.AX

-1.23%

AIZ.AX

0.72%

AAI.AX

-4.45%

ALK.AX

2.7%

A4N.AX

-0.93%

ALQ.AX

-0.76%

AMC.AX

-0.42%

AOV.AX

-3.3%

AMP.AX

3.62%

AEL.AX

-1.87%

ALD.AX

0.94%

ASL.AX

1.47%

ANN.AX

8.97%

ANZ.AX

0.81%

APA.AX

1.18%

ARU.AX

-5.68%

ARB.AX

13.92%

ARF.AX

0.41%

ARG.AX

0.33%

ALL.AX

-0.05%

AYA.AX

APZ.AX

3.89%

ASX.AX

2.97%

ALX.AX

-0.52%

AUB.AX

3.85%

AIA.AX

1.19%

AXQ.AX

1.87%

AMI.AX

AZJ.AX

1.63%

AUC.AX

ABB.AX

1.06%

ASB.AX

-0.36%

AAC.AX

ACL.AX

-0.5%

AEF.AX

8.28%

AFI.AX

-0.58%

AUI.AX

-0.08%

BOQ.AX

2.39%

BMN.AX

-1.65%

BCI.AX

-0.54%

BPT.AX

-0.28%

BGA.AX

-2.48%

BGL.AX

2.21%

BEN.AX

3.59%

BNZ.AX

-4.48%

BHP.AX

0.74%

BKI.AX

BC8.AX

0.43%

XYZ.AX

0.4%

BSL.AX

-0.37%

BMC.AX

1.37%

BOE.AX

3.24%

BXB.AX

1.12%

BVS.AX

-1.27%

BRE.AX

-2.52%

BRG.AX

0.74%

BTR.AX

9.28%

BFL.AX

-0.12%

BWP.AX

-0.27%

CMM.AX

0.31%

CSC.AX

1.2%

CAR.AX

0.6%

CIN.AX

0.16%

CYL.AX

1.18%

CAT.AX

0.14%

CWP.AX

9.72%

CNI.AX

-0.73%

CIP.AX

-0.34%

COF.AX

2.91%

CHN.AX

-0.69%

CGF.AX

-0.16%

CIA.AX

1.56%

CHC.AX

2.54%

CLW.AX

0.28%

CQR.AX

0.5%

CQE.AX

0.83%

CNU.AX

-1.33%

C79.AX

0.82%

CVL.AX

-0.64%

CU6.AX

3.14%

CWY.AX

CUV.AX

1.65%

CBO.AX

2.13%

COH.AX

1.4%

CDA.AX

2.22%

CGS.AX

-0.33%

COL.AX

2.65%

CKF.AX

1.48%

CBA.AX

0.1%

CPU.AX

0.15%

CEN.AX

CXO.AX

-3.8%

CCP.AX

CMW.AX

-1.22%

CSL.AX

2.99%

CCL.AX

-0.61%

DBI.AX

-0.38%

DTL.AX

5.09%

DYL.AX

3.55%

DRR.AX

-3.41%

DVP.AX

-2.1%

DXS.AX

0.51%

DXI.AX

2.31%

DDR.AX

1.42%

DGT.AX

3.23%

DJW.AX

1.34%

DMP.AX

2.47%

DOW.AX

0.6%

DPM.AX

-2.43%

DRO.AX

5.51%

DUR.AX

-4.82%

DNL.AX

1.08%

APE.AX

0.79%

EBO.AX

0.27%

EIQ.AX

2.68%

ELD.AX

1.72%

EOS.AX

18.26%

ELV.AX

-6.33%

ELS.AX

4.69%

EHL.AX

-0.45%

EMR.AX

0.14%

EDV.AX

-6.35%

EOL.AX

-2.39%

EQR.AX

4.17%

EQT.AX

-0.47%

EUR.AX

-7.04%

EVN.AX

0.57%

EVT.AX

-0.07%

FDC.AX

-1.37%

FCL.AX

2.22%

FFM.AX

FPH.AX

1.24%

FPR.AX

0.48%

FBU.AX

-0.3%

FLT.AX

0.87%

FML.AX

-4.48%

FRS.AX

-1.76%

FMG.AX

-0.92%

FRW.AX

-8.42%

FGX.AX

FGG.AX

-0.3%

GLF.AX

GDG.AX

3.19%

GNE.AX

-0.88%

GMD.AX

0.53%

GNP.AX

-5.15%

GMG.AX

1.43%

GPT.AX

0.21%

GQG.AX

1.2%

GNC.AX

2.18%

GGP.AX

-0.22%

G6M.AX

-4.93%

GOZ.AX

-0.47%

GCI.AX

0.72%

GYG.AX

GWA.AX

0.98%

HSN.AX

2.55%

HVN.AX

1.87%

HGH.AX

1.65%

HM1.AX

1.35%

HLI.AX

0.58%

HMC.AX

HDN.AX

-0.22%

HUB.AX

0.15%

IEL.AX

-2.57%

IGO.AX

-4.5%

ILU.AX

-2.32%

IMD.AX

-0.14%

IMR.AX

2.58%

IFT.AX

0.65%

INA.AX

ING.AX

-1.45%

IAG.AX

4.76%

IDX.AX

5.26%

IPG.AX

-1.24%

IPX.AX

-5.5%

IPH.AX

0.82%

IRE.AX

0.48%

JHX.AX

0.43%

JBH.AX

1.86%

JDO.AX

5.96%

JMS.AX

KAR.AX

-0.84%

KLS.AX

0.42%

KCN.AX

-2.15%

KKC.AX

0.47%

GLS.AX

0.95%

L1G.AX

1.34%

LSF.AX

1.06%

LRV.AX

-1.17%

LFS.AX

LLC.AX

2.28%

LFG.AX

5.62%

360.AX

0.1%

LIC.AX

0.26%

LNW.AX

1.73%

LIN.AX

0.65%

LTR.AX

-9.25%

LOV.AX

3.05%

LYL.AX

-0.69%

LYC.AX

-0.24%

MA1.AX

0.5%

MAF.AX

-2.4%

MGH.AX

-0.69%

MAH.AX

0.95%

MQG.AX

1.46%

MAQ.AX

-0.24%

MAD.AX

-7.46%

MFG.AX

0.85%

MMS.AX

0.2%

MPL.AX

1.68%

MP1.AX

0.92%

MCY.AX

-0.52%

MEZ.AX

1.3%

MSB.AX

0.43%

MLX.AX

1.06%

MTS.AX

1.19%

MEI.AX

5.81%

MOT.AX

0.63%

MXT.AX

0.39%

MFF.AX

1.05%

MIN.AX

-2.98%

MI6.AX

3.74%

MIR.AX

0.2%

MGR.AX

-0.92%

MND.AX

-12.6%

MYS.AX

6.38%

NAN.AX

-14.95%

NAB.AX

NGI.AX

8.75%

NWL.AX

-0.18%

NEU.AX

0.94%

NHC.AX

-0.17%

NMG.AX

1.41%

NEM.AX

-0.1%

NWS.AX

1.62%

NXG.AX

-0.2%

NXT.AX

0.26%

NHF.AX

1.04%

NCK.AX

NIC.AX

-1.69%

NEC.AX

0.26%

NST.AX

-0.02%

NWH.AX

-2.97%

NUF.AX

0.32%

NXL.AX

11.75%

OCL.AX

1.73%

OML.AX

OPH.AX

0.79%

OBM.AX

-4.18%

ORI.AX

ORG.AX

0.59%

ORA.AX

0.34%

PDN.AX

1.97%

PNR.AX

-1.54%

PPC.AX

PPM.AX

0.78%

PRN.AX

1.7%

PPT.AX

1.25%

PCI.AX

0.23%

PRU.AX

-0.24%

PXA.AX

1.33%

PNI.AX

0.62%

PL8.AX

-0.7%

PLS.AX

-6.67%

PGF.AX

0.31%

PNV.AX

-0.72%

PDI.AX

0.28%

PMV.AX

1.03%

PME.AX

-1.17%

PWH.AX

1.16%

PYC.AX

-0.95%

QAN.AX

1.19%

QBE.AX

0.82%

QAL.AX

-0.61%

QRI.AX

0.33%

RMS.AX

-1.5%

RHC.AX

0.7%

REA.AX

1.35%

RDX.AX

-1.3%

REH.AX

-1.42%

RF1.AX

-1.92%

RPL.AX

-0.35%

RG1.AX

-0.37%

RGN.AX

0.89%

REG.AX

-4.83%

RRL.AX

0.47%

RWC.AX

-0.36%

RMD.AX

1.91%

RSG.AX

2.59%

SGLLV.AX

0.59%

RIC.AX

1.15%

RIO.AX

0.68%

RXL.AX

3.04%

RFF.AX

-3.96%

RYM.AX

-3.12%

SFR.AX

0.87%

SMI.AX

0.9%

STO.AX

-0.91%

SCG.AX

-2.18%

SEK.AX

0.95%

SHV.AX

1.22%

SRV.AX

0.33%

SSM.AX

-0.97%

SGH.AX

0.25%

SHA.AX

1.04%

SIG.AX

-1.04%

SLX.AX

0.73%

SGM.AX

1.19%

SDR.AX

-12.57%

SKS.AX

1.84%

SKC.AX

0.89%

SIQ.AX

-1.17%

SHL.AX

-2.61%

S32.AX

1.08%

SX2.AX

2.39%

SXE.AX

-4.37%

SPK.AX

0.28%

SRG.AX

-0.78%

SBM.AX

4.58%

SMR.AX

-1.47%

SDF.AX

-0.17%

SGP.AX

-0.53%

SKG.AX

2.67%

SNZ.AX

-0.16%

SUN.AX

6.63%

SRL.AX

4.34%

SUL.AX

-0.9%

SLC.AX

3.54%

SNL.AX

1.58%

SYL.AX

3.99%

TAH.AX

0.28%

TEA.AX

-4.19%

TNE.AX

0.2%

TLX.AX

-0.43%

TLS.AX

0.32%

TPW.AX

5.36%

A2M.AX

5.25%

TLC.AX

1.47%

SGR.AX

TVN.AX

THL.AX

2.12%

TWR.AX

TPG.AX

0.78%

TCL.AX

0.39%

TWE.AX

-0.61%

TUA.AX

0.48%

TCG.AX

1.92%

TRA.AX

USL.AX

1.8%

UNI.AX

1.17%

VAU.AX

0.72%

VNT.AX

0.43%

VCX.AX

-2.9%

VGN.AX

2.46%

VMM.AX

-1.14%

VGL.AX

-2.11%

VEA.AX

-2.28%

VUL.AX

-2.67%

VSL.AX

-4.4%

VYS.AX

-0.68%

WA1.AX

-0.42%

WGN.AX

-2.84%

WAM.AX

-0.99%

WGB.AX

-0.46%

WLE.AX

0.56%

SOL.AX

1.22%

WPR.AX

0.41%

WQG.AX

0.47%

WEB.AX

2.92%

WBT.AX

0.25%

WES.AX

-0.02%

WAF.AX

-0.9%

WGX.AX

1.96%

WBC.AX

0.68%

WHF.AX

-0.4%

WHC.AX

1.17%

WIA.AX

0.5%

WC8.AX

-6.4%

WTC.AX

3.09%

WDS.AX

-0.84%

WOW.AX

-0.44%

WOR.AX

0.27%

XRO.AX

1.9%

YAL.AX

-0.92%

ZIM.AX

-1.78%

ZIP.AX

5.56%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	153.10	0.95	0.62
SSO ASX Small Caps	15.26	0.16	1.06
IVV S&P 500	71.27	0.16	0.23
NDQ Nasdaq	59.13	0.13	0.22
F100 FTSE 100	15.54	0.1	0.65
ASIA Asia Tech	19.43	-0.32	-1.62
IEU Europe	99.67	0.48	0.48
IEM Emerging Markets	93.05	-0.11	-0.12
Gold Gold	59.26	-0.04	-0.07
ACDC Battery Tech	126.62	-1.89	-1.47

COMMODITIES	Close($)	-/+	%
Gold	4,632.60	-18.6738	-0.4
Silver	67.97	-0.9678	-1.4
Platinum	1,850.21	-25.79	-1.37
Palladium	1,340.50	-16.3966	-1.21
Ice Brent Crude	92.00	-2.39	-2.53
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7149	0	0
Euro	1.1660	0.0004	0.03
British Pound	1.3628	-0.0002	-0.01
Canadian Dollar	1.3852	0.001	0.07
New Zealand Dollar	0.5958	-0.0001	-0.02
Chinese Yuan	6.7232	0.0013	0.02
Japanese Yen	159.3100	0.23	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	0.81	-1.23%	154.69%	0.32 0.85
BGL	Bellevue Gold Limited	1.74	2.06%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	67.62	0.74%	59.81%	39.30 67.72
FMG	Fortescue Ltd	17.77	-0.89%	-8.05%	17.44 23.38
NHC	New Hope Corporation Ltd	5.89	-0.25%	35.32%	3.77 6.17
WHC	Whitehaven Coal Limited	8.18	1.05%	23.89%	5.94 9.90
NEM	Newmont Cdi	184.12	-0.02%	0.00%	109.03 190.91
NXG	Nexgen Ene Cdi	15.34	-0.16%	0.00%	10.86 20.47
SFR	Sandfire Resources Limited	22.64	0.87%	86.84%	12.02 22.63

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
EOS	Electro Optic Sy	10.17	18.26
ARB	Arb Corporation	21.52	13.92
NXL	Nuix	2.14	11.75
CWP	Cedar Woods Prop	7.90	9.72
BTR	Brightstar Resou	0.53	9.28
ANN	Ansell	41.67	8.97
NGI	Navigator Global	2.61	8.75
AEF	Australian Ethic	4.84	8.28
SUN	Suncorp Grou	19.13	6.63
MYS	Mystate	5.00	6.38

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
NAN	Nanosonics	3.13	-14.95
MND	Monadelphous Gro	28.29	-12.6
SDR	Siteminder	3.34	-12.57
LTR	Liontown	1.20	-9.25
FRW	Freightways Grou	10.98	-8.42
MAD	Mader Group	6.70	-7.46
EUR	European Lithium	0.33	-7.04
PLS	Pls Group	5.11	-6.67
WC8	Wildcat Resource	0.40	-6.4
EDV	Endeavour Group	3.03	-6.35

OPINION

Latest Market Matters Opinions

25/08/2026 09:28

NexGen Energy Ltd (NXG) $15.36

NXG has been a steady performer in 2026 advancing almost +10%. After reaching a high in late January alongside the broader nuclear/AI power rally, the pre-revenue dual-listed developer was caught in the sector-wide correction, while they also pushed first production at its flagship Rook I project to FY31. However, continued drilling success and the commencement of construction have helped NXG hold up better than many uranium developers.

25/08/2026 09:28

Deep Yellow Ltd (DYL) $1.69

DYL has been the laggard of the uranium cohort in 2026, falling ~8% YTD, the weakness largely reflects a sharp de-rating from its January peak as DYL transitions from a development story into a capital-intensive construction phase, requiring significant investment before meaningful revenue arrives.

ACTION

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Morning report 25/08/2026

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Afternoon report 24/08/2026

Ask James ASK A QUESTION

Ask James

Question asked 22/08/2026

Hansen Technologies Ltd (ASX: HSN)

Hi Thanks for all your efforts. What happened at Hansen Technologies this week and has it changed your view of the company? Cheers Derek

Ask James

Question asked 22/08/2026

Precious Metals

Good Morning, They say we should ignore the noise, but the noise about precious metals (gold, silver, platinum etc) is very loud. Warnings about pending price crashes and, conversely, outrageous price targets that are hard to believe. So, I will ignore the noise and listen to you. I already know that you're bullish, but exactly where and why are these metals stocks going in your opinion? Thank you, as always.

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