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ANALYSIS
OPINION
ACTION

ANALYSIS

Market Analysis

29M.AX

4DX.AX

ABG.AX

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POPULAR ETFs	Close($)	+/-	%
A200 ASX 200	152.15	0	0
SSO ASX Small Caps	15.10	0	0
IVV S&P 500	71.11	0	0
NDQ Nasdaq	59.00	0	0
F100 FTSE 100	15.44	0	0
ASIA Asia Tech	19.75	0	0
IEU Europe	99.19	0	0
IEM Emerging Markets	93.16	0	0
Gold Gold	59.30	0	0
ACDC Battery Tech	128.51	0	0

COMMODITIES	Close($)	-/+	%
Gold	4,666.86	15.59	0.34
Silver	69.21	0.2692	0.39
Platinum	1,888.47	12.47	0.66
Palladium	1,361.00	4.1034	0.3
Ice Brent Crude	92.00	-2.39	-2.53
CURRENCIES	Close($)	-/+	%
Australian Dollar	0.7149	0	0
Euro	1.1665	0.0009	0.08
British Pound	1.3630	0	0
Canadian Dollar	1.3843	0.0001	0.01
New Zealand Dollar	0.5960	0.0001	0.02
Chinese Yuan	6.7222	0.0003	0
Japanese Yen	159.0900	0.01	0.01

What We're Watching

ASX Resource stocks we own

Code	Company	Price($)	Today	1 Year Return	52 Week Range($)
A1M	Aic Mines Ltd	0.82	0%	153.97%	0.32 0.85
BGL	Bellevue Gold Limited	1.70	0%	0.00%	0.86 2.00
BHP	Bhp Group Ltd	67.12	0%	54.92%	39.30 67.72
FMG	Fortescue Ltd	17.93	0%	-9.94%	17.44 23.38
NHC	New Hope Corporation Ltd	5.90	0%	28.86%	3.77 6.17
WHC	Whitehaven Coal Limited	8.09	0%	16.89%	5.94 9.90
NEM	Newmont Cdi	184.16	0%	0.00%	109.03 190.91
NXG	Nexgen Ene Cdi	15.36	0%	0.00%	10.86 20.47
SFR	Sandfire Resources Limited	22.44	0%	77.90%	12.02 22.63

10 Top Gainers | <$500m

Code	Company	Last($)
29M	29metals	0.35
4DX	4dmedical	3.67
ABG	Abacus Group Unt	0.89
AIS	Aeris Resources	0.46
AGL	Agl Energy	8.78
A1M	Aic Mines	0.82
AIZ	Air New Zealand	0.35
AAI	Alcoa Corpor Cdi	72.40
ALK	Alkane Resources	1.85
A4N	Alpha Hpa	0.54

10 Biggest Fallers | <$500m

Code	Company	Last($)
ZIP	Zip Co	2.52
ZIM	Zimplats Holding	15.73
YAL	Yancoal Australi	5.96
XRO	Xero	86.73
WOR	Worley	10.91
WOW	Woolworths Group	38.54
WDS	Woodside Energy	33.48
WTC	Wisetech Global	43.49
WC8	Wildcat Resource	0.43
WIA	Wia Gold	0.51

OPINION

Latest Market Matters Opinions

24/08/2026 16:38

What Mattered Today

The local market started the week on stronger footing today, rallying sharply at midday before giving back some of the gains through the afternoon. The move was overwhelmingly driven by Resources, hitting a fresh all-time high as copper, lithium, uranium, gold and iron ore names rallied together as BHP pushed to a record high.

24/08/2026 16:34

PLS Group (ASX: PLS) $5.47

PLS: +7.89%: Came out with a strong set of FY26 numbers, highlighting an ongoing earnings recovery as higher lithium volumes and an improved operating base drove earnings (EBITDA) above A$1bn, although net profit (NPAT) fell short of consensus.

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Market Matters Content

Macro Monday: Washington “needs” cheaper money & it’s great for our miners!

Morning report 24/08/2026

Afternoon Report

The Match Out: ASX rises as BHP hits a record high and Materials surge

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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