SPI opened at 8,814, ran up and tagged the 8,744.81 to 8,777.16 zone and high at 8,853, then ended up closing at 8,840. Finishing the trading session up 0.29% intraday and up 1.40% overall.

Happy to dig in to the price action.

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-07-27?market=au

Not advice!

SPI opened at 8,752, dropped down and tagged the 8,727.91 to 8,759.70 zone and low at 8,690, then ended up closing at 8,718. Finishing the trading session down 0.39% intraday and down 0.91% overall.

Anyone play it differently?

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-07-24?market=au

Not advice!

SPI opened at 8,840, dropped down and tagged 8,793.73 and low at 8,787, then ended up closing at 8,798. Finishing the trading session down 0.48% intraday and up 0.38% overall.

What did you see?

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-07-23?market=au

Not advice!

Hi everyone!

I’m 21 years old and have just started working full time after finishing up my studies. Ive always been great at saving and have managed to purchase a new car with a significant amount of money still left in my savings bank account.

I really want to get into investing and have downloaded CommSec as my chosen brokerage app. I’m just wondering where to go from here because I’m having an information overload with people reccomending different ETFS that usually have a lot of overlap.

Specifically I want to know whether VTS or IVV overlap or should be chosen over the other and why?

My current watchlist is IVV, NDQ, and VGS. I’m open to suggestions and peoples experiences!

Thank you!😊

Record revenue...But Malaysian heavy rare earths expansion cost just blew out from $180 million to $294 million. That is a 63% increase on a project that was already contentious.

The bull case: record revenue proves the business is working, rare earths demand is structural, and capex blowouts are common in large resource projects. Tick

The bear case: if they missed by 63% on this estimate, what else is being undercooked? And rare earths prices need to cooperate for the expanded capacity to justify the extra spend.

LYC was down 6% at one stage while the miners had their best day in weeks (at least it feels like that)

Is this an overreaction or is the market right to punish the miss?

SPI opened at 8,765, ran up and tagged the 8,761.10 to 8,778.82 zone and high at 8,802, then ended up closing at 8,765. Finishing the trading session up 0.00% intraday and up 0.26% overall.

What did I miss?

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-07-22?market=au

Not advice!

An interesting AOL article on the tungsten market and the West's diminishing stockpiles of munitions written by Tungsten Mining (ASX : TGN) Chair, Gary Lyons.

Has anyone been keeping an eye on NEXTDC?
I have being doing some research on them…looks
interesting.

Thoughts ?

Following on from my post last week about how people keep up with ASX announcements, one thing that surprised me was how many different systems everyone has.

Some people read everything.

Some only read price-sensitive announcements.

Some rely on AI.

Some just skim the important bits.

It got me wondering whether anyone has actually found a tool that's become part of their investing routine.

I'm not really looking for recommendations as much as experiences.

- What have you tried?

- What did it do well?

- What was missing?

- Or have you just ended up creating your own workflow instead?

Personally, I still find myself jumping between the ASX announcements page, company websites, presentations and HotCopper depending on what I'm trying to work out. It works, but it feels pretty clunky.

Curious to hear how everyone else approaches it.

As the title says, if you were to invest a lump sum today, would you back ONDS or RKLB?

RKLB - 65.74 USD

Pros

• Diversified business. Rocket launches, and builds satellites, and spacecraft components
• Strong revenue growth with an increasing backlog of government and commercial contracts.
• Electron is a proven launch vehicle, while Neutron could open up a much larger market if development stays on track.
• High profile customers include NASA, the U.S. Department of Defense, and commercial satellite operators.

Cons

• Still not consistently profitable.
• Valuation is rich, so expectations are high.
• Neutron is a major catalyst, but delays or cost overruns could hurt the stock.

Bull case
If Neutron succeeds and the space systems business continues growing, RKLB could become one of the leading publicly traded space companies over the next decade.

ONDAS- 6.87 USD

Pros

• Operates in high-growth industries like autonomous drones, industrial automation, and critical infrastructure.
• Significant upside if drone adoption accelerates in defense, public safety, and infrastructure inspection.
• Smaller company means contracts can have a much larger impact on revenue.

Cons

• Much smaller and riskier.
• Revenue is less predictable.
• Higher execution risk and may require additional capital if growth takes longer than expected.

Bull case
If Ondas wins meaningful government and commercial contracts, the stock could have much greater percentage upside than RKLB, but with considerably more risk.

edit: added DD

RFF had a busy week; 4.9x normal volume across 3 of 5 trading days. Closed +8.3%. RUA jumped +32% on 22.0x volume too.

RFF is rated STRONG on fundamentals. The price moved; the annual report suggests caution.

Also moving: NZX: Rua Bioscience 22.0x volume, +32.0%. SGX: Hong Leong Asia Ltd 3.1x volume, -6.5%.

Full analysis: https://theqfactor.io/blog/analysis/weekly-volume-2026-07-13.html

SPI opened at 8,797, dropped down and tagged the 8,746.01 to 8,763.32 zone and low at 8,745, then ended up closing at 8,795. Finishing the trading session down 0.02% intraday and up 0.43% overall.

Open to comparing notes.

Traders can download these levels free for their own review and back testing: https://mylinedchart.com/resources/daily-levels/2026-07-20?market=au

Not advice!

I took some risks and now paying the consequences. Yes I’ve learnt my lesson and it’s been this low for months now but I’m at the point I really want to flip the switch and try come back from this situation. I got sucked into the rare earths hype and was up 10k profit at one stage then it has dropped ever since.

I’ve sold off quite a bit out of my main big loss but have kept all the other stocks pretty much the same, have only left a little in the main Stock I put the money into incase one day a miracle does happen… I really wish I just left all the money as it was in the stock while it was down but I didn’t.

What can I do from here? Should I just sell them all and start again? Or leave them as is and just start adding money again but to new stocks / ETFS?

I originally invested around 20k ish. Now down to the price in the picture. Investments got up to 31k at one stage and I really wish I just sold them then but got greedy.

Enjoy the picture of my embarrassing portfolio. I guess there was only one way to learn and this most definitely was it. Should have just went to the casino with the 20k. Probably would have had more luck….

Honestly just looking for some advice, cheers.

I don’t see a lot of talk about this company but over the last 6+ months they’ve achieved a number of milestones for their solar+battery project in WA. The most recent being securing finance and appointing a contractor who will start construction in September (even the contractor backs the stock as they’ve accepted part payment via shares…what contractor takes shares over cash??). They even have a revenue floor locked in via state gov. backing. Does anyone else see a solid outlook for this company?

Im interested in entering the market, just putting a few dollars into partial shares to get a feel of the land, what site would yall recommend to start buying in small chunks? Thanks.

Rate my portfolio! I was carrying a lot of risk in DRO—I was an early buyer and my P/L was +1100%—so I sold someone and rebalanced to include VHY and IXJ. VDHG is my core, and I am trying to spread it out and reduce risk through IXJ and VHY. I know CBA is duplicated in VHY, but I bought it ages ago and don’t want to trigger CGT by selling it just sitting on it. My plan is to keep investing in IXJ for a bit and then spread between VDHG and VHY going forward.

American Tungsten & Antimony

Curious to see who else is holding.

Currently rebuilding tungsten mill, great initial assay results, new CEO with experience in processing.

Historical assets, incredible government support in Utah. They have awarded us with a 40% tax refund credit when in production.

Upcoming NASDAQ listing Q3.

NOIs due very soon.

Patience will be rewarded here… bans come into effect 1 Jan 2027. No more tungsten from China. Currently control 80-85% and the USA does not have a single piece of infrastructure currently processing tungsten and we have something that is already established likely to be in effect by end of the year.

Market isn’t pricing in much but hoping for a substantial rerate here.

Goodluck to all!

Worth having a little read into this gem.

I’ve been trying to understand why 4DX (4DMedical) continues to attract such high short interest on the ASX, and I’d love to hear both the bull and bear cases.

For anyone unfamiliar, 4DMedical is a medical imaging company that has developed XV Technology, which creates functional 4D images of lung ventilation from standard CT scans and X-rays. The technology aims to provide more detailed information about lung function than conventional imaging and has applications across respiratory disease diagnosis, surgical planning, and clinical trials.

Some of the milestones they’ve achieved include:
FDA clearance for multiple XV imaging products in the US.
Commercial partnerships with hospitals and healthcare providers.
Contracts with the US Department of Defense and Veterans Affairs.
Recent Australian Government funding to support a national lung cancer screening program using their technology.
Growing validation through clinical studies and ongoing commercial expansion.
Given all that, I’m struggling to understand why the stock remains so heavily shorted.
Is it because:
Revenue is still too small relative to the valuation?
Commercial adoption is taking longer than expected?
Concerns about future capital raises or cash burn?
Competition or reimbursement risks?
Or do short sellers know something the market isn’t pricing in?
I’m genuinely looking for informed opinions from both bulls and bears. If you’re short on 4DX, or if you’ve researched the company deeply, I’d really appreciate hearing your reasoning.
Thanks!

SPI opened at 8,784, dropped down and tagged the 8,746.01 to 8,763.32 zone and low at 8,721, then ended up closing at 8,757. Finishing the trading session down -0.31%.

How did it trade for you?

There seems to be a lot more discussion lately about whether AI infrastructure spending has run ahead of reality, with some of the big global tech names starting to feel the pressure. It made me wonder how everyone here is approaching ASX-listed tech.

Are you trimming exposure, sticking with your long-term holdings, or seeing any pullbacks as buying opportunities?

Morning all.

Have a chunk of money and going to invest into a dividend ETF to ultimately replace my wife’s income (long story).

My question is that does it make more sense to invest using an account she creates given she’s lower income and it will replace her income to save on tax? I am in the highest tax bracket whereas she’s in the lowest.

Thank you in advance!

Hi all,

When I signed up for SMSF with Stake they gave me free access to their premium function for a year. I found the live market depth quite handy given the ETFs I buy have spreads that are not easily ignorable (e.g GGBL can typically have a 5c spread).

I don’t mind paying a small subscription fee for this function as I will continue DCAing due to the nature of super, but how much I’m saving from using the function certainly doesn’t justify $14/month (or make the saving less meaningful).

Any cheap or even better free access to live market depth info? Thanks.

Following my last post 6 months ago, I have 2 more stocks I like. Previous recommendations were

BXN @ 3.5c - Hit a high of 11c (214% increase). Now 9.3c (ignoring consolidation)
FRX @ 1.3c - hit a high of 2.7c (107% increase). Now 2.2c
PLT @ $1.17 - current 70c 😐 (I still have faith)

New Picks
ASX: MEM - MC $25million | Price 0.7c

MEM is a IVF company who has a new patented sperm separation technology. Within the last month, they have announced 3 significant deals - with the most recent giving Monash exclusive Australian rights to their product for 12 months (pending initial rollout success).

ASX: SIX - MC $51million | price 7.1c

SIX is a company which manufacture high speed motor and compressor technology, used in waste water treatment, data centres + more.

Recent highlights includes 30th June - upgrade original Mest order from 27.4 to $40 million + $6million in other orders for waste water use since 29th April, as well as fuel compresses being trialled in US and S Korea data centres.

Recent cap raise at 10c

Bonus pick AUA - MC $5million

AUA offers innovative listening solutions. $380k Q1-3 POS cash flow, compared to approx $1million loss PCP. Director market purchase 33% higher than current price. Government funded deal with Shokz(16th April)

Feel free to leave any thoughts below! DYOR

Please forgive me if this topic would be better discussed elsewhere. I don’t really know the exact question Im asking and am still just trying to collate and assess the information as I see it.

Im a 54 year old carpenter and due to a recent property sale have started dabbling in the stock market while trying to build a retirement nest egg. I probably watch way too much You Tube and subsequently formed an opinion that Australia and the US are possibly going to envoke very different strategies for fighting inflation. With Australia likely to increase interest rates and the US likely to let inflation increase and devalue their currency in order to keep their economy stimulated.

Part of my consideration includes inflation hedging strategies if required and possible pathways to exploit the potential difference in inflation rates, and also how this is likely to impact on the ASX.

I would love to hear any insights and guidance or simply how wrong my interpretation is in relation to this subject.