The PLS auction process has delivered plenty of data points regarding the marginal spodumene sales tonne Source: Shaw and Partners Research

14/10/2022

The PLS auction process has delivered plenty of data points regarding the marginal spodumene sales tonne Source: Shaw and Partners Research

Latest Reports

Afternoon report 20/10/2026

The Match Out: ASX lower, BHP dishes up softer quarter in Copper

The ASX 200 traded lower on Tuesday, with the heavyweight miners and banks doing most of the damage, although the market recovered a fair chunk of its early losses as technology and consumer staples found buyers. The important point was the rotation beneath the surface: resources remained under pressure, but some of the more heavily sold growth names continued to attract bargain hunters.

Morning report 20/10/2026

What Matters Today: Can China’s improved growth turn the dial?

The ASX 200 ground out a +0.4% gain to start the week, but it wasn’t all plain sailing, with over 50% of the main board closing on the wrong side of the ledger. A +1% average gain by the “Big Four Banks” contributed most to the day's advance, while the miners had a mixed session, with BHP Group (BHP) gaining +0.7% helped by the pick-up in China's growth, which we will look at today, while South32 (S32) -2.6% and PLS Group (PLS) -2.7% were drags on the index. However, Monday was all about takeover fever, a subject MM has written about a few times in 2026.