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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

4DX.AX

-15.57%

ABG.AX

AIS.AX

-7.79%

AGL.AX

1.57%

AIZ.AX

-1.43%

AAI.AX

-4.15%

ALK.AX

-6.12%

A4N.AX

-0.89%

ALQ.AX

0.18%

AMC.AX

2.84%

AOV.AX

-0.15%

AMP.AX

6.32%

ALD.AX

1.68%

ANN.AX

-0.75%

ANZ.AX

-0.41%

APA.AX

2.29%

ARU.AX

-6.98%

ARB.AX

1.66%

ARF.AX

ARG.AX

0.11%

ALL.AX

-0.85%

AYA.AX

-2.72%

APZ.AX

-1%

ASX.AX

1.57%

ALX.AX

0.39%

AUB.AX

AIA.AX

0.28%

AXQ.AX

-13.63%

AZJ.AX

ABB.AX

-1.04%

ASB.AX

-3.94%

AAC.AX

-0.37%

AEF.AX

2.6%

AFI.AX

0.73%

AUI.AX

-0.45%

BOQ.AX

0.47%

BMN.AX

-6.74%

BCI.AX

1.27%

BPT.AX

-0.57%

BGA.AX

2.52%

BGL.AX

-5.16%

BEN.AX

-0.66%

BNZ.AX

-8.2%

BHP.AX

-2.71%

BKI.AX

-1.08%

BC8.AX

-5.52%

XYZ.AX

-1.39%

BSL.AX

-2.43%

BOE.AX

-6.18%

BXB.AX

3.46%

BVS.AX

BRE.AX

-8.97%

BRG.AX

0.19%

BFL.AX

0.12%

BWP.AX

0.77%

CMM.AX

-6%

CSC.AX

-5.44%

CAR.AX

-0.92%

CYL.AX

-5.49%

CAT.AX

-6.74%

CWP.AX

0.71%

CNI.AX

-0.88%

CIP.AX

COF.AX

1.13%

CGF.AX

0.09%

CIA.AX

-1.98%

CHC.AX

0.72%

CLW.AX

0.82%

CQR.AX

0.26%

CQE.AX

-1.13%

CNU.AX

1.38%

C79.AX

-1.47%

CVL.AX

-2.56%

CU6.AX

-5.31%

CWY.AX

0.43%

CUV.AX

-1.88%

CBO.AX

-3.24%

COH.AX

-3.07%

CDA.AX

-3%

COL.AX

2.88%

CKF.AX

0.13%

CBA.AX

-0.78%

CPU.AX

1.81%

CEN.AX

CXO.AX

-5.88%

CCP.AX

-1.72%

CMW.AX

1.16%

CSL.AX

1.12%

CCL.AX

-0.41%

DBI.AX

-1.93%

DTL.AX

0.42%

DTR.AX

-10.34%

DYL.AX

-5.75%

DRR.AX

-1.4%

DVP.AX

-4.97%

DXS.AX

1.59%

DXI.AX

2.02%

DDR.AX

-2.1%

DGT.AX

-1.13%

DJW.AX

1.02%

DMP.AX

2.5%

DOW.AX

0.38%

DPM.AX

-1.13%

DRO.AX

-7.76%

DUR.AX

-2.2%

DNL.AX

-1.36%

APE.AX

1.23%

EBO.AX

0.74%

EIQ.AX

-5.66%

ELD.AX

-0.18%

EOS.AX

-7.74%

ELV.AX

-5.1%

ELS.AX

-8.14%

EHL.AX

-1.01%

EMR.AX

-4.79%

EDV.AX

EQR.AX

-10.2%

EVN.AX

-4.27%

EVT.AX

-0.72%

FDC.AX

-0.88%

FCL.AX

-1.81%

FFM.AX

-5.7%

FPH.AX

0.36%

FPR.AX

-0.68%

FBU.AX

0.96%

FLT.AX

-1.14%

FRS.AX

FMG.AX

FRW.AX

0.09%

FGX.AX

-0.74%

FGG.AX

-1.47%

GLF.AX

0.91%

GDG.AX

2.3%

GNE.AX

-0.46%

GMD.AX

-7.18%

GNP.AX

-4.22%

GMG.AX

GPT.AX

2.05%

GQG.AX

1.45%

GNG.AX

-0.79%

GNC.AX

1.01%

GGP.AX

-6.5%

GOZ.AX

GCI.AX

0.48%

GYG.AX

0.94%

GWA.AX

HSN.AX

-0.48%

HVN.AX

0.63%

HGH.AX

1.48%

HM1.AX

-1.01%

HLI.AX

1.65%

HMC.AX

-1.7%

HDN.AX

0.79%

HUB.AX

-0.41%

IEL.AX

-2.22%

IGO.AX

-3.34%

ILU.AX

-4.38%

IMD.AX

-3.22%

IMR.AX

-2.68%

IFT.AX

INA.AX

2.39%

ING.AX

1.4%

IAG.AX

0.85%

IDX.AX

-1.87%

IPG.AX

-4.7%

IPX.AX

-7.63%

IPH.AX

IRE.AX

JHX.AX

0.21%

JBH.AX

1.03%

JDO.AX

JMS.AX

-3.7%

KAR.AX

0.33%

KLS.AX

0.47%

KCN.AX

-4.39%

KKC.AX

GLS.AX

LGF.AX

3.1%

L1G.AX

-5.13%

LSF.AX

-1.35%

LRV.AX

-10.92%

LFS.AX

1.67%

LLC.AX

-1.34%

LFG.AX

0.3%

360.AX

-3.43%

LIC.AX

0.37%

LNW.AX

0.38%

LIN.AX

-6.71%

LTR.AX

-4.66%

LOV.AX

-1.18%

LYL.AX

-0.27%

LYC.AX

-2.22%

MA1.AX

MAF.AX

-1.71%

MGH.AX

-2.93%

MAH.AX

-6.01%

MQG.AX

0.65%

MAQ.AX

-2.91%

MAD.AX

-2.86%

MFG.AX

-1.62%

MMS.AX

0.61%

MPL.AX

1.38%

MP1.AX

-8.48%

MCY.AX

2.48%

MEZ.AX

0.21%

MSB.AX

-11.91%

MLX.AX

-4.86%

MTS.AX

1.03%

MOT.AX

-1.21%

MXT.AX

-1.02%

MFF.AX

-0.39%

MIN.AX

-2.61%

MI6.AX

-4.17%

MIR.AX

-0.76%

MGR.AX

2.05%

MND.AX

-0.92%

MYS.AX

-1.03%

NAN.AX

-3.67%

NAB.AX

0.23%

NGI.AX

-5.22%

NWL.AX

-0.09%

NEU.AX

-3.08%

NHC.AX

-0.38%

NEM.AX

-3.57%

NWS.AX

2.15%

NXG.AX

-4.05%

NXT.AX

-2.45%

NHF.AX

NCK.AX

-1.02%

NIC.AX

-2.86%

NEC.AX

-1.52%

NST.AX

-4.14%

NWH.AX

-2.01%

NUF.AX

-0.71%

OCL.AX

0.28%

OML.AX

1.29%

OPH.AX

-1.2%

OBM.AX

-7.41%

ORI.AX

-1.29%

ORG.AX

1.45%

ORA.AX

0.7%

PDN.AX

-8.28%

PNR.AX

-4.73%

PPC.AX

1.97%

PPM.AX

0.63%

PRN.AX

-2.79%

PPT.AX

0.16%

PCI.AX

-0.45%

PRU.AX

-3.13%

PXA.AX

0.64%

PNI.AX

-1.01%

PL8.AX

-1.4%

PLS.AX

-3.13%

PGF.AX

PNV.AX

-4.85%

PDI.AX

-4.69%

PMV.AX

-0.07%

PME.AX

-3.46%

PWH.AX

-2.19%

PYC.AX

-3.59%

QAN.AX

-1.06%

QBE.AX

0.64%

QAL.AX

-0.61%

QRI.AX

-0.32%

RMS.AX

-4.01%

RHC.AX

1.13%

REA.AX

1.35%

RDX.AX

-2.63%

REH.AX

-1.15%

RF1.AX

-0.28%

RPL.AX

-4.98%

RG1.AX

-1.59%

RGN.AX

0.85%

REG.AX

1.5%

RRL.AX

-8.44%

RWC.AX

-1.06%

RMD.AX

1.45%

RSG.AX

-4.79%

SGLLV.AX

RIC.AX

0.36%

RIO.AX

-2.39%

RXL.AX

-5%

RFF.AX

-0.45%

SFR.AX

-5.42%

STO.AX

1.86%

SCG.AX

0.77%

SEK.AX

-0.77%

SHV.AX

-0.51%

SRV.AX

0.32%

SSM.AX

-0.79%

SGH.AX

-0.09%

SHA.AX

0.78%

SIG.AX

-0.34%

SLX.AX

-4.46%

SGM.AX

-4.37%

SDR.AX

-4.16%

SKS.AX

-10.78%

SKC.AX

3.3%

SIQ.AX

0.46%

SHL.AX

0.64%

S32.AX

-3.47%

SX2.AX

-6.27%

SXE.AX

-7.45%

SPK.AX

-1.61%

SRG.AX

-1.13%

SMR.AX

-1.47%

SDF.AX

SGP.AX

1.72%

SKG.AX

1.54%

SNZ.AX

SUN.AX

0.53%

SRL.AX

-14.46%

SUL.AX

0.84%

SLC.AX

0.32%

SNL.AX

-0.09%

SYL.AX

-2.9%

TAH.AX

-3.85%

TEA.AX

-4.18%

TNE.AX

-0.47%

TLX.AX

-4.48%

TLS.AX

2.65%

TPW.AX

-2.27%

A2M.AX

TLC.AX

1.61%

SGR.AX

-4.35%

TVN.AX

-14.06%

THL.AX

1.3%

TWR.AX

-0.95%

TPG.AX

-0.56%

TCL.AX

1.52%

TWE.AX

-1.24%

TUA.AX

-0.43%

TCG.AX

-7.62%

UNI.AX

-1.06%

VAU.AX

-6.67%

VNT.AX

-0.83%

VCX.AX

VGN.AX

-2.78%

VEA.AX

1.3%

VUL.AX

-3.24%

VSL.AX

-0.98%

WA1.AX

-2.95%

WGN.AX

-1.92%

WAM.AX

-0.95%

WGB.AX

-0.9%

WLE.AX

-0.36%

SOL.AX

1.45%

WPR.AX

0.82%

WQG.AX

-0.99%

WEB.AX

-1.61%

WBT.AX

-10.43%

WES.AX

0.89%

WAF.AX

-3.91%

WGX.AX

-7.05%

WBC.AX

-0.19%

WHF.AX

0.62%

WHC.AX

-1.46%

WIA.AX

-2.41%

WC8.AX

-7.32%

WTC.AX

-0.09%

WDS.AX

3.29%

WOW.AX

0.31%

WOR.AX

-0.46%

XRO.AX

0.93%

YAL.AX

-1.11%

ZIM.AX

-3.64%

ZIP.AX

-5.1%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	146.63	-0.77	-0.52
SSO ASX Small Caps	14.12	-0.27	-1.88
IVV S&P 500	71.13	-0.86	-1.19
NDQ Nasdaq	59.44	-1.86	-3.03
F100 FTSE 100	15.11	0.06	0.4
ASIA Asia Tech	19.10	-1.16	-5.73
IEU Europe	97.25	-0.85	-0.87
IEM Emerging Markets	90.24	-3.76	-4
Gold Gold	52.26	-0.52	-0.99
ACDC Battery Tech	123.99	-7.89	-5.98

COMMODITIES	Close($)	-/+	%
Gold	4,010.49	40.5501	1.02
Silver	55.94	0.435	0.78
Platinum	1,592.63	-24.8676	-1.54
Palladium	1,249.37	-0.0825	-0.01
Ice Brent Crude	84.86	-0.09	-0.11
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6980	-0.0016	-0.23
Euro	1.1436	-0.0005	-0.04
British Pound	1.3449	-0.0027	-0.2
Canadian Dollar	1.4015	-0.0026	-0.19
New Zealand Dollar	0.5840	0	0
Chinese Yuan	6.7760	0.0034	0.05
Japanese Yen	162.4300	0.05	0.03

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.61	-9.7%	116.13%	0.30 0.85
BGL	Bellevue Gold Ltd	1.20	-5.16%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	57.54	-2.71%	51.21%	39.18 65.98
FMG	Fortescue Ltd	18.87	0%	11.92%	16.94 23.38
NHC	New Hope Corporation Ltd	5.23	-0.38%	28.36%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.43	-1.46%	23.81%	5.94 9.90
NEM	Newmont Cdi	129.91	-3.57%	0.00%	88.58 190.91
NXG	Nexgen Ene Cdi	12.56	-4.05%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	17.64	-5.42%	69.08%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
AMP	Amp	2.02	6.32
BXB	Brambles	19.44	3.46
SKC	Skycity Entertai	0.47	3.3
WDS	Woodside Energy	30.46	3.29
LGF	L1 Gold Fund	2.00	3.1
COL	Coles Group	23.21	2.88
AMC	Amcor Cdi	63.77	2.84
TLS	Telstra Group	5.04	2.65
AEF	Australian Ethic	4.74	2.6
BGA	Bega Cheese	6.10	2.52

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
4DX	4dmedical	3.20	-15.57
SRL	Sunrise Energy	14.49	-14.46
TVN	Tivan	0.28	-14.06
AXQ	Aura Consolidate	4.69	-13.63
MSB	Mesoblast	2.44	-11.91
LRV	Larvotto Resourc	1.02	-10.92
SKS	Sks Technologies	8.36	-10.78
WBT	Weebit Nano	5.84	-10.43
DTR	Dateline Resourc	0.13	-10.34
EQR	Eq Resources	0.22	-10.2

OPINION

Latest Market Matters Opinions

17/07/2026 17:25

What Mattered Today

The ASX was lower today with a sharp sell-off across gold, copper and lithium stocks overwhelming solid gains in energy, utilities and communications. The index recovered from its session low but still ended the week marginally lower as renewed fighting in the Middle East, rising oil prices and the prospect of higher-for-longer interest rates weighed on risk appetite.

17/07/2026 17:23

Broker Moves

• Woodside Energy Raised to Outperform at Macquarie; PT A$32.80 • Telix Pharma Cut to Sector Perform at RBC; PT A$18 • Cochlear Cut to Sector Perform at RBC; PT A$117 • LinQ Minerals Raised to Buy at Bell Potter • Yancoal Australia Rated New Accumulate at Zhongtai Securities • Microba Life Sciences Cut to Speculative Hold at Bell Potter • PLS Group Raised to Hold at Morgans Financial Limited; PT A$4.80 • Liontown Raised to Accumulate at Morgans Financial Limited

ACTION

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Market Matters Content

ETF Friday: Assessing 3 ETFs that are experiencing noticeable outflows this week

Morning report 17/07/2026

Afternoon Report

The Match Out: Resources hit as ASX ends down for the week

Afternoon report 17/07/2026

Ask James ASK A QUESTION

Ask James

Question asked 17/07/2026

Current view on Worley (ASX: WOR), Whitehaven (ASX: WHC), Sandfire (ASX: SFR) and Mirvac (ASX: MGR)

Hi guys, would love to know your current view on a few positions in the growth portfolio - how you feel about how the buying thesis is playing out, your current levels of 'comfort' in these positions, I note they are all marked active, so would MM be buyers at these levels if you weren't in them already. Has anything changed? More conviction about some of theses? The positions are: WOR, WHC, SFR and MGR. Thanks so much for your analysis.

Ask James

Question asked 17/07/2026

Lithium and Junior’s

Hi M&M, Your Stock Broking Skills made me a good sum of cash on LTR, Thank you. I am wondering, is it a good time to accumulate lithium stocks? Is it a good time to buy some of the junior lithium stocks, on a short- or long-term basis, because the price of lithium has fallen. You spoke about Patriot Battery Metals Inc. (PMT) a while back stating, “If the Li price does turn the company could be on a majors shopping list”. PMT is actively developing its Corvette project in Quebec, one of the largest spodumene lithium deposits globally. If not this junior, what other juniors would you consider. Thank you.

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