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ANALYSIS
OPINION
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ANALYSIS

Market Analysis

4DX.AX

-1.87%

ABG.AX

-0.24%

ASK.AX

AGL.AX

-1.7%

AIZ.AX

AAI.AX

-1.19%

ALK.AX

1.19%

A4N.AX

2.31%

ALQ.AX

0.54%

AMC.AX

-1.08%

AOV.AX

0.79%

AMP.AX

0.17%

AEL.AX

-2.62%

ALD.AX

-1.7%

ANN.AX

-0.27%

ANZ.AX

0.58%

APA.AX

-0.76%

ARU.AX

-4.86%

ARB.AX

-1.5%

ARF.AX

-1.04%

ARG.AX

ALL.AX

0.02%

AYA.AX

5.42%

APZ.AX

1.03%

ASX.AX

0.37%

ALX.AX

-0.42%

AUB.AX

-0.47%

AIA.AX

1.02%

AMI.AX

3.45%

AZJ.AX

-1.41%

AUC.AX

1.65%

ABB.AX

-1.32%

ASB.AX

-1.9%

AAC.AX

0.38%

AFG.AX

-0.5%

AFI.AX

-0.15%

AUI.AX

-0.37%

ASG.AX

-0.81%

BOQ.AX

-3.61%

BMN.AX

-0.36%

BCI.AX

-0.66%

BPT.AX

-2.14%

BGA.AX

-3.05%

BGL.AX

2.33%

BEN.AX

-1.16%

BNZ.AX

-6.1%

BHP.AX

0.15%

BKI.AX

-0.85%

BC8.AX

0.67%

XYZ.AX

1.82%

BSL.AX

-0.67%

BMC.AX

-0.66%

BOE.AX

2.11%

BXB.AX

-1.7%

BVS.AX

4.74%

BRE.AX

-2.29%

BRG.AX

0.61%

BGP.AX

BFL.AX

1.09%

BWP.AX

0.25%

CMM.AX

0.59%

CSC.AX

-2.02%

CAR.AX

0.51%

CIN.AX

CYL.AX

1.82%

CAT.AX

4.06%

CWP.AX

CNI.AX

-1.98%

CIP.AX

COF.AX

CHN.AX

-1.48%

CGF.AX

-0.4%

CIA.AX

0.93%

CHI.AX

CHC.AX

-0.7%

CLW.AX

-0.99%

CQR.AX

-0.51%

CQE.AX

-0.77%

CNU.AX

0.67%

C79.AX

-4.35%

CVL.AX

-1.26%

CU6.AX

9.14%

CWY.AX

-0.22%

CBO.AX

0.51%

COH.AX

2.72%

CDA.AX

1.2%

COL.AX

-1.92%

CKF.AX

-2.33%

CBA.AX

-0.49%

CPU.AX

0.55%

CEN.AX

1.68%

CXO.AX

-3.08%

CCP.AX

-0.75%

CMW.AX

1.85%

CSL.AX

-0.3%

CCL.AX

0.85%

DBI.AX

-1.53%

DTL.AX

1.49%

DTR.AX

1.09%

DYL.AX

2.89%

DRR.AX

0.36%

DVP.AX

1.12%

DXS.AX

-0.32%

DXI.AX

DDR.AX

0.11%

DGT.AX

-0.42%

DJW.AX

DMP.AX

-0.83%

DOW.AX

2.29%

DPM.AX

-1.48%

DRO.AX

1.94%

DUR.AX

1.47%

DNL.AX

-1.2%

APE.AX

-1.93%

EBO.AX

0.43%

EIQ.AX

-4.23%

ELD.AX

0.28%

EOS.AX

2.47%

ELV.AX

-2.29%

ELS.AX

4.84%

EHL.AX

-1.36%

EMR.AX

-0.09%

EDV.AX

-4.82%

ERA.AX

-12.5%

EQR.AX

7.84%

EQT.AX

0.97%

EUR.AX

0.58%

EVN.AX

0.45%

EVT.AX

-1.32%

FCL.AX

-2.45%

FFM.AX

0.28%

FPH.AX

0.56%

FPR.AX

0.85%

FBU.AX

0.42%

FLT.AX

-1.48%

FML.AX

0.87%

FRS.AX

FMG.AX

-0.17%

FRW.AX

FGX.AX

0.38%

FGG.AX

GLN.AX

-4.59%

GLF.AX

GDG.AX

-3.38%

GNE.AX

0.5%

GMD.AX

-0.26%

GTK.AX

1.46%

GNP.AX

2.47%

GMG.AX

-0.38%

GPT.AX

-0.73%

GQG.AX

0.45%

GNG.AX

2.83%

GNC.AX

-2.14%

GGP.AX

1.56%

GOZ.AX

-0.23%

GCI.AX

GYG.AX

-0.31%

GWA.AX

2.99%

HSN.AX

1.21%

HVN.AX

-0.67%

HGH.AX

1.63%

HM1.AX

-1.19%

HLI.AX

1.96%

HMC.AX

0.2%

HDN.AX

-0.39%

HUB.AX

-1.83%

IEL.AX

-1.52%

IGO.AX

0.13%

ILU.AX

IMD.AX

3.91%

IMR.AX

-4.81%

IFT.AX

0.67%

INA.AX

-1.24%

ING.AX

-3.85%

IAG.AX

-1.31%

IDX.AX

1.35%

IPG.AX

0.88%

IPX.AX

1.78%

IPH.AX

-0.4%

IRE.AX

0.97%

JHX.AX

-1.58%

JBH.AX

0.13%

JDO.AX

-0.69%

JMS.AX

1.92%

KAR.AX

-4.38%

KLS.AX

-0.51%

KCN.AX

-3.95%

KKC.AX

-0.71%

GLS.AX

2.34%

LGF.AX

0.49%

L1G.AX

1.97%

LSF.AX

-0.94%

LRV.AX

LFS.AX

0.55%

LLC.AX

-1.2%

LFG.AX

-0.3%

360.AX

7.05%

LIC.AX

0.21%

LNW.AX

0.85%

LIN.AX

-4.57%

LTR.AX

-7.2%

LOV.AX

-5.15%

LYL.AX

2.82%

LYC.AX

-1.96%

MA1.AX

0.51%

MAF.AX

-1.13%

MGH.AX

-0.23%

MAH.AX

0.34%

MQG.AX

-0.13%

MAQ.AX

-0.16%

MAD.AX

-0.83%

MFG.AX

1.07%

MAU.AX

-0.52%

MMS.AX

0.44%

MPL.AX

MP1.AX

0.67%

MCY.AX

-0.81%

MEZ.AX

0.21%

MSB.AX

-0.23%

MLX.AX

5.95%

MTS.AX

-1.48%

MEI.AX

-2.44%

MOT.AX

0.14%

MXT.AX

0.13%

MFF.AX

MIN.AX

0.7%

MI6.AX

13.19%

MIR.AX

-1.53%

MGR.AX

0.88%

MND.AX

0.96%

MYS.AX

-1.71%

NAN.AX

-0.3%

NAB.AX

-1.51%

NGI.AX

NWL.AX

-1.07%

NEU.AX

1.92%

NHC.AX

-0.36%

NMG.AX

-1%

NEM.AX

-1.7%

NWS.AX

-1.03%

NXG.AX

-0.4%

NXT.AX

-0.84%

NHF.AX

NCK.AX

-2.28%

NIC.AX

NEC.AX

-0.53%

NST.AX

-0.47%

NWH.AX

1.16%

NUF.AX

-0.6%

NXL.AX

3.02%

OCL.AX

-0.95%

OML.AX

2.95%

OPH.AX

OBM.AX

-1.86%

ORI.AX

-0.59%

ORG.AX

-1.04%

ORA.AX

0.18%

PDN.AX

3.59%

PNR.AX

0.16%

PPC.AX

-0.86%

PPM.AX

-1.42%

PRN.AX

0.4%

PPT.AX

-1.2%

PCI.AX

0.46%

PRU.AX

0.46%

PXA.AX

1.76%

PNI.AX

2.08%

PL8.AX

PLS.AX

-1.38%

PGF.AX

0.34%

PNV.AX

PDI.AX

PMV.AX

-1.06%

PME.AX

0.79%

PFP.AX

1.07%

PWH.AX

0.94%

PYC.AX

-0.41%

QAN.AX

-0.71%

QBE.AX

0.78%

QAL.AX

1.7%

QRI.AX

-0.32%

QUB.AX

RMS.AX

-0.74%

RHC.AX

0.14%

REA.AX

1.97%

RDX.AX

0.31%

REH.AX

0.29%

RF1.AX

RPL.AX

1.97%

RG1.AX

0.44%

RGN.AX

REG.AX

0.3%

RRL.AX

0.99%

RWC.AX

0.91%

RMD.AX

-0.3%

RSG.AX

-0.63%

SGLLV.AX

1.03%

RIC.AX

-0.73%

RIO.AX

-0.39%

RXL.AX

RFF.AX

0.49%

RYM.AX

1.41%

SFR.AX

0.12%

SMI.AX

3.51%

STO.AX

-2.24%

SCG.AX

0.53%

SEK.AX

SHV.AX

0.8%

SRV.AX

-1.23%

SSM.AX

1.01%

SGH.AX

-0.53%

SHA.AX

0.17%

SIG.AX

0.36%

SLX.AX

-0.18%

SGM.AX

-0.8%

SDR.AX

2.7%

SKS.AX

4.34%

SKC.AX

1.96%

SIQ.AX

1.48%

SHL.AX

0.2%

S32.AX

-0.49%

SX2.AX

-0.21%

SXE.AX

0.51%

SPK.AX

SRG.AX

0.17%

SBM.AX

1.22%

SMR.AX

SDF.AX

-0.48%

SGP.AX

-0.12%

SNZ.AX

-0.6%

SUN.AX

-0.53%

SRL.AX

3.75%

SUL.AX

-2.16%

SLC.AX

0.15%

SNL.AX

-1.03%

SYL.AX

2.39%

TAH.AX

1.72%

TEA.AX

1.1%

TNE.AX

0.97%

TLX.AX

0.51%

TLS.AX

-0.09%

TPW.AX

-0.36%

A2M.AX

-10.8%

TLC.AX

-0.54%

SGR.AX

-4.35%

TVN.AX

3.28%

TWR.AX

1.52%

TPG.AX

0.6%

TCL.AX

0.57%

TWE.AX

-1.28%

TUA.AX

-0.5%

TCG.AX

-3.72%

UNI.AX

-1.88%

VAU.AX

-0.44%

VNT.AX

2.03%

VCX.AX

0.79%

VGN.AX

3.94%

VEA.AX

-2.2%

VUL.AX

-0.64%

VSL.AX

-0.97%

WA1.AX

-1.12%

WGN.AX

-0.44%

WAM.AX

0.58%

WGB.AX

WLE.AX

-0.38%

SOL.AX

0.36%

WPR.AX

WQG.AX

0.82%

WEB.AX

-0.56%

WBT.AX

10.34%

WES.AX

-1.61%

WAF.AX

-1.82%

WGX.AX

0.93%

WBC.AX

-0.13%

WHF.AX

WHC.AX

-1.04%

WIA.AX

-1.06%

WC8.AX

0.81%

WTN.AX

WTC.AX

-1.51%

WDS.AX

-3.2%

WOW.AX

-0.78%

WOR.AX

0.37%

XRO.AX

2.61%

YAL.AX

-2.47%

ZIM.AX

0.31%

ZIP.AX

0.83%

POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	145.27	-0.59	-0.4
SSO ASX Small Caps	15.95	0.04	0.25
IVV S&P 500	66.86	-0.05	-0.07
NDQ Nasdaq	56.84	0.5	0.89
F100 FTSE 100	14.79	-0.03	-0.2
ASIA Asia Tech	18.44	0.64	3.6
IEU Europe	98.62	-0.01	-0.01
IEM Emerging Markets	90.72	1.19	1.33
Gold Gold	58.46	-0.14	-0.24
ACDC Battery Tech	174.81	-0.75	-0.43

COMMODITIES	Close($)	-/+	%
Gold	4,605.49	-8.1301	-0.18
Silver	75.56	0.224	0.3
Platinum	2,001.85	12.9334	0.65
Palladium	1,525.50	0.9012	0.06
Ice Brent Crude	109.20	-4.81	-4.22
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7208	0.0005	0.07
Euro	1.1727	0.001	0.09
British Pound	1.3584	0.0012	0.09
Canadian Dollar	1.3589	0.0001	0.01
New Zealand Dollar	0.5913	0.0015	0.25
Chinese Yuan	6.8273	-0.0102	-0.15
Japanese Yen	157.1200	0.1	0.06

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.60	-1.24%	72.86%	0.30 0.75
BGL	Bellevue Gold Ltd	1.53	1.83%	0.00%	0.78 2.00
BHP	Bhp Group Ltd	55.02	0.15%	45.23%	35.52 59.39
FMG	Fortescue Ltd	19.97	-0.2%	23.67%	14.31 23.38
NHC	New Hope Corporation Ltd	5.51	-0.36%	47.86%	3.59 6.14
WHC	Whitehaven Coal Ltd	8.55	-0.98%	74.70%	4.96 9.90
NEM	Newmont Cdi	151.08	-1.7%	0.00%	74.25 190.91
NXG	Nexgen Ene Cdi	17.28	-0.4%	0.00%	8.05 20.47
SFR	Sandfire Resources Ltd	16.80	0.09%	69.67%	10.06 21.75

10 Top Gainers | <$500m

Code	Company	Last($)	% Chg
MI6	Minerals 260	0.82	13.19
WBT	Weebit Nano	4.59	10.34
CU6	Clarity Pharmace	3.17	9.14
EQR	Eq Resources	0.28	7.84
360	Life360 Inc.	21.41	7.05
MLX	Metals X	1.43	5.95
AYA	Artrya	4.28	5.42
ELS	Elsight	7.15	4.84
BVS	Bravura Solution	2.21	4.74
SKS	Sks Technologies	6.73	4.34

10 Biggest Fallers | <$500m

Code	Company	Last($)	% Chg
ERA	Energy Resources	0.00	-12.5
A2M	The A2 Milk Comp	6.49	-10.8
LTR	Liontown	2.45	-7.2
BNZ	Benz Mining-cdi	2.00	-6.1
LOV	Lovisa Holdings	22.82	-5.15
ARU	Arafura Rare Ear	0.34	-4.86
EDV	Endeavour Group	3.26	-4.82
IMR	Imricor Medical	1.88	-4.81
GLN	Galan Lithium	0.52	-4.59
LIN	Lindian Resource	0.78	-4.57

OPINION

Latest Market Matters Opinions

04/05/2026 09:19

Gold ($US/oz)

Precious metals have been relatively quiet for the last 5-weeks as they’ve been weighed down by the strong oil price and rising bond yields. Once President Trump and Iran can agree on a deal gold and sliver are likely to trade higher, the noises on Sunday were encouraging, albeit again: Trump said that US representatives are having “very positive discussions” with Iran that could lead to something “very positive for all,” but didn’t offer additional details.

04/05/2026 09:19

Copper ($US/MT)

Copper has been one of the standout commodities through 2025/26, rallying to record highs early in this year before pulling back on Iran-related economic uncertainty, with prices stabilising around $US13,000/MT—only modestly below pre-conflict levels.

ACTION

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Market Matters Content

Macro Monday: ASX Faces RBA Decision and Federal Budget in Critical Two-Week Window

Morning report 04/05/2026

Afternoon Report

The Match Out: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Hi Gents, forgive me if you have already answered this through the week, but could we hear your views on any material implications of this article's outcome. https://www.mining.com/web/bhp-adopts-new-chinese-iron-ore-price-index-in-deal-to-end-dispute/

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

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Pulse Check Webinar: Iran, Oil & Markets - Are investors misjudging the risks? 18/03/2026

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Latest View Points

SEMI

ANZ

RMD

IFRA

RBTZ

AINF

WOW

MIN

S32

TCL

AGL

ORG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Morning Report

Macro Monday: ASX Faces RBA Decision and Federal Budget in Critical Two-Week Window

Morning report 04/05/2026

Afternoon Report

The Match Out: ASX bounces back as miners lead and supermarkets recover

Afternoon report 01/05/2026

Ask James ASK A QUESTION

Ask James

Question asked 02/05/2026

BHP Group Ltd (ASX:BHP)

Ask James

Question asked 02/05/2026

Maas Group (ASX:MGH)

Hi guys Tapping ya brain cells . Can you enlighten me about MAAS GRP. AFR, last wkend , Morgan's says Proxy for Firmus Group???? Cheers Paul M PS Keep the reports Rockn & Rolling

Latest View Points

SEMI

ANZ

RMD

IFRA

RBTZ

AINF

WOW

MIN

S32

TCL

AGL

ORG

Chart of the week

Afraid of AI – Source Stanford AI Centre

Aus. Investment blog Subscribe to blog

Why is South32 (ASX:S32) down ~7%?

South32 shares are down ~7% after flagging another cost blowout at its flagship zinc-lead-silver project in Arizona, citing tariffs, inflation, rising input costs and contractor underperformance.

ASX:S32 29/04/2026

Why is Codan (ASX:CDA) surging Higher?

Codan (ASX:CDA) is surging ~15% after the Australian electronics maker flagged net income of $170mn, around 11% ahead of estimates.

ASX:CDA 29/04/2026

Opinion + Action