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ANALYSIS

Market Analysis

4DX.AX

ABG.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	147.46	0	0
SSO ASX Small Caps	14.35	0	0
IVV S&P 500	70.99	0	0
NDQ Nasdaq	59.92	0	0
F100 FTSE 100	15.19	0	0
ASIA Asia Tech	20.35	0	0
IEU Europe	97.83	0	0
IEM Emerging Markets	94.02	0	0
Gold Gold	53.76	0	0
ACDC Battery Tech	127.23	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,050.36	-78.9857	-1.91
Silver	57.62	-2.0811	-3.49
Platinum	1,594.58	-50.17	-3.05
Palladium	1,256.16	-34.6082	-2.68
Ice Brent Crude	95.50	4.49	4.93
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.6965	-0.0031	-0.44
Euro	1.1374	-0.0036	-0.32
British Pound	1.3312	-0.0059	-0.44
Canadian Dollar	1.4088	0.0001	0.01
New Zealand Dollar	0.5770	-0.0046	-0.79
Chinese Yuan	6.7701	-0.0024	-0.04
Japanese Yen	163.8600	0.73	0.45

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.68	0%	100.00%	0.30 0.85
BGL	Bellevue Gold Ltd	1.33	0%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	60.63	0%	43.97%	39.18 65.98
FMG	Fortescue Ltd	18.76	0%	4.27%	17.68 23.38
NHC	New Hope Corporation Ltd	5.56	0%	27.97%	3.77 6.17
WHC	Whitehaven Coal Ltd	7.81	0%	13.35%	5.94 9.90
NEM	Newmont Cdi	136.85	0%	0.00%	94.50 190.91
NXG	Nexgen Ene Cdi	13.44	0%	0.00%	9.98 20.47
SFR	Sandfire Resources Ltd	19.36	0%	67.47%	10.11 21.75

10 Top Gainers | <$500m

Code	Company	Last($)
4DX	4dmedical	3.24
ABG	Abacus Group Unt	0.93
AIS	Aeris Resources	0.40
AGL	Agl Energy	8.31
A1M	Aic Mines	0.68
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	66.11
ALK	Alkane Resources	1.40
A4N	Alpha Hpa	0.55
ALQ	Als	22.14

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.65
ZIM	Zimplats Holding	13.11
YAL	Yancoal Australi	6.19
XRO	Xero	64.45
WOR	Worley	10.73
WOW	Woolworths Group	38.92
WDS	Woodside Energy	31.80
WTC	Wisetech Global	31.48
WC8	Wildcat Resource	0.37
WIA	Wia Gold	0.44

OPINION

Latest Market Matters Opinions

23/07/2026 17:25

What Mattered Today

The ASX 200 finished a touch higher, though there was a big intra-day reversal following stronger employment data out at 11.30am. The index was up more than 100pts before giving back most of the rally as investors increased the odds of another RBA rate hike.

23/07/2026 17:24

Sandfire Resources (ASX: SFR) $19.36

SFR +3.58%: finished FY26 strongly, with a sharp lift in copper and silver production driving record quarterly financial outcomes and leaving the balance sheet in its strongest position for several years.

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Market Matters Content

What Matters Today: Five ASX stocks quant models are flagging for August earnings upgrades

Morning report 23/07/2026

Afternoon Report

The Match Out: ASX fails to hold early gains, stronger jobs data reinforces the prospect of higher rates

Afternoon report 23/07/2026

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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