Macquarie on Mon-Tues #LITHIUM plunge 💥: "There was a notable shift in Chinese commodity market sentiment...a "first crack" in recent rally across various futures markets, many of which became overextended last week (antiinvolution theme). This risk-off tone also spilt over into

Citi on Boss Energy $BOE plunge 🧐: "We revert to a 100% DCF-based valuation and remove our 20% NAV premium due to increased execution risk seeing our TP down to $2.70. Despite reset, we maintain Buy given sharp correction and our conviction in #uranium structural bull case."

Barrenjoey implied pricing of #ASX resources stocks based on 28-July close prices: #LITHIUM (spot: US$780/t): $IGO US$1,200/t $PLS US$1,350/t $LTR US$1,410/t #URANIUM (spot: US$71/lb): $BOE US$69/lb $PDN US$78/lb $DYL US$85/lb #RareEarths (NdPr spot: US$62.52/kg) $LYC US$79/kg

#ASX200 steadies on Santos, Woodside gains as uranium and lithium rollercoaster rides continue 🎢 ✅ Broker Moves, Biggest Movers, Data & More 🚀 ✅ PLUS: My latest #LITHIUM technical analysis 🧐 Click to read 👇 marketindex.com.au/news/evening-w…

#Lithium Minerals Update 29-Jul 🔋 >Carbonate 99.5% RMB/t GFEX Futures 63.3k -3.1% SMM Spot 73.15k +1.0% >Spodumene US$/t SMM Conc. Index 805 -3.5% SMM Aus Spot Conc. 780 -7.7% ⚠️ >Hydroxide 56.5% RMB/t SMM Spot 65.42k 0% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

Barrenjoey on various spot commodity prices vs 2025 broker consensus targets as at 29 Jul 🧐: Thermal #Coal: Spot > Con +9% Aluminium: Spot > Con +5% #IronOre: Spot > Con +4% #Gold: Spot > Con +3% #Copper: Spot > Con +3% #Lithium: Spot > Con +1-13%

#ASX200 surges on inflation beat, economists now tipping 4 rate cuts by May 2026 🪓🪓🪓🪓 ✅ Broker Moves, Biggest Movers, Data & More 🚀 ✅ PLUS: My latest #URANIUM technical analysis 🧐 Click to read 👇 marketindex.com.au/news/evening-w…

#Lithium Minerals Update 30-Jul 🔋 >Carbonate 99.5% RMB/t GFEX Futures 70.6k -0.3% SMM Spot 72.95k -0.3% >Spodumene US$/t SMM Conc. Index 776 -0.1% SMM Aus Spot Conc. 780 0% >Hydroxide 56.5% RMB/t SMM Spot 65.47k +0.1% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

Copper tumbles 18% on Trump tariff surprise sending Sandfire, BHP, and RIO shares lower ✅ Why did copper fall? ✅ What are the short / long term impacts? ✅ Copper market demand vs supply dynamics ⚖️ Click to read 👇 #asx $SFR marketindex.com.au/news/copper-tu…

#ASX200 dips as iron ore, #lithium, and copper stocks tumble on weaker commodity price leads ✅ Broker Moves, Biggest Movers, Data & More 🚀 ✅ PLUS: My latest #COPPER technical analysis 🧐 Click to read 👇 marketindex.com.au/news/evening-w…

#Lithium Minerals Update 31-Jul 🔋 >Carbonate 99.5% RMB/t GFEX Futures 68.28k -3.3% SMM Spot 72k -1.3% >Spodumene US$/t SMM Conc. Index 766 -1.3% SMM Aus Spot Conc. 762.5 -2.2% >Hydroxide 56.5% RMB/t SMM Spot 65.67k +0.3% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM

let's face facts 🧐 #LITHIUM price: vs me on holiday = +38% in 20 sessions 🚀 vs me back = -15% in 4 sessions 💥 $PLS $LTR $MIN

Citi on #CrudeOil 🧐: "Renewed sanctions risk on Russian crude oil and refined product flows could keep risk premia elevated in the near-term, even as looser global liquids balances emerge through 2H’25." $WDS $STO $XOM $CVX

i never predict prediction is futile because the future is unknown i can only tell you the present trend of a stock, commodity, or index based on my system 🧐 you can either follow that trend or not in my experience more often than not following the trend is the best thing to do

ChartWatch fans...what do you make of that last 🕯️ on the #NASDAQ!? 🤔

Morgan Stanley on Met #Coal 🧐: "Our commodity strategists see prices starting to find cost support, trading at 90th percentile with India market starting to show capex recovery which could support prices. We like $WHC (Overweight) generating ~15% FY26e OCF yield on spot."

Bumper #ASX August Reporting / Earnings Season Calendar 🗓️ marketindex.com.au/news/asx-repor…

#ASX200 slumps on fresh tariff woes as $MIN, $LYC lead critical minerals rally 🚀 ✅ Broker Moves, Biggest Movers, Data & More 🚀 ✅ PLUS: My latest #GOLD technical analysis 🧐 Click to read 👇 marketindex.com.au/news/asx-200-s…

#Lithium Minerals Update 1-Aug 🔋 >Carbonate 99.5% RMB/t GFEX Futures 68.92k +0.9% SMM Spot 71.35k -0.9% >Spodumene US$/t SMM Conc. Index 755 -1.4% SMM Aus Spot Conc. 745 -2.3% >Hydroxide 56.5% RMB/t SMM Spot 65.67k 0% $MIN $PLS $IGO $LTR $PMT $VUL $PLL $ALB $LAC $LIT $SQM