📈 Markets Overnight 🇺🇸 $DJIA 0.70% 🇺🇸 $SPX 0.50% 🇺🇸 $NDAQ 0.31% 🇬🇧 $FTSE 1.63% 🇩🇪 $DAX 1.76% 🇫🇷 $CAC 1.83% 🇦🇺 SPI Futures 107pts ( 1.22%) Global markets closed higher, setting up a positive start for the ASX today. #ASX #AusBiz #TradingDay #ASX200

📈 The Week Ahead (15–19 June) 🇦🇺 ASX 200 set to surge at the open 🥇 Gold prices jump, putting ASX gold stocks in focus 🛢️ Oil slides on reports of an Iran deal 🚀 SpaceX debuts 19%, making Elon Musk the world’s first trillionaire 🤝 Barrenjoey wins approval to acquire Magellan Read more 👇 mailchi.mp/redleafequities/t… Or a punchier version: 🚨 The Week Ahead ✅ ASX 200 expected to open 100 points higher ✅ Gold surges, boosting ASX gold stocks ✅ Oil tumbles on Iran deal optimism ✅ SpaceX jumps 19% on debut ✅ Elon Musk becomes the world’s first trillionaire ✅ Barrenjoey cleared to acquire Magellan Full market preview: mailchi.mp/redleafequities/t…

📌 In Case You Missed It | Small Caps Mixed sentiment post-budget, but clear pockets of momentum emerging in drones and data centres. 🎯 Key themes: • Small-cap sentiment remains cautious post-budget, with a preference for high-growth niches • Drone sector continues to attract strong interest alongside defence-linked innovation • Data centre exposure increasingly seen as a structural growth theme 🚁 Defence / drones: • DroneShield highlighted as a key beneficiary of sustained drone-sector momentum • Boresight also noted as a strong recent performer with defence testing exposure and ADF / AUKUS links ⚡ Data centres / energy: • Kalina Power flagged for potential rerating via Canadian energy assets and data centre supply optionality 🎧 Media / tech: • Vinyl Group highlighted following recent $2.4m raise, with acquisitions of Time Out and Pedestrian TV seen as platform expansion catalysts John Athanasiou notes a selective approach is required after strong recent moves across parts of the sector. Watch full interview: ausbiz.com.au/media/up-110-i… #ASX #SmallCaps #Investing #Drones #DataCentres

📈 Red Leaf Market Wrap | 12 June 2026 (Small Caps) Small caps were the standout performers as risk appetite surged across the ASX. 🚀 $ENN 35.7% following recapitalisation and $125m capital injection 🚀 $GMD 10.8% 🚀 $A2M 10.2% 🚀 $LTR 9.8% On ausbiz today: 🎯 Drone sector momentum — $BST & $DRO 🎯 Data centre opportunities — $KPO & $VNL #ASX #SmallCaps #Investing #Stocks

📈 Red Leaf Market Wrap | 12 June 2026 The ASX 200 rallied 1.98% to 8,804, with resources, gold and financials leading gains after a strong overnight session on Wall Street. 🔹 $BHP 3.5% 🔹 $NST 5.1% 🔹 $NEM 3.6% 🔹 $CBA 2.0% 🔹 $WES 2.6% Top ASX 200 performers: 🚀 $GMD 10.8% 🚀 $A2M 10.2% 🚀 $LTR 9.8% On ausbiz today: 🎯 Drone sector momentum 🎯 $BST & $DRO 🎯 Data centre opportunities 🎯 $KPO & $VNL #ASX #ASX200 #Stocks #Investing #Mining #Gold

📈 Red Leaf Market Wrap | 12 June 2026 The ASX 200 surged 1.98% to 8,804, led by a powerful rally in resources and gold stocks following a strong lead from Wall Street overnight. 🔹 $BHP 3.5% 🔹 $NST 5.1% 🔹 $NEM 3.6% 🔹 $CBA 2.0% 🔹 $WES 2.6% Top performers: 🚀 $GMD 10.8% 🚀 $A2M 10.2% 🚀 $LTR 9.8% Outside the ASX 200: 📊 $ENN 35.7% following its balance sheet recapitalisation and $125m capital injection. On ausbiz today, I discussed: 🎯 Drone sector momentum 🎯 $BST & $DRO 🎯 Data centre opportunities 🎯 $KPO & $VNL Read the full Red Leaf Market Wrap: mailchi.mp/redleafequities/l… #ASX #ASX200 #Stocks #Investing #SmallCaps #Mining #Gold

Red Leaf Morning Wrap – 12 June 2026 🌅 US equities finished higher overnight, led by technology stocks, with the Nasdaq gaining 2.54% as risk sentiment improved across global markets. SPI futures are pointing to a firmer start for the ASX, up 139pts ( 1.61%) 📈 $ANZ NZ CEO transition: Antonia Watson to retire; Ben Kelleher appointed successor $NCK Morgans initiates Buy, $17.84 PT (~18.5% upside) $SHV Bell Potter retains Buy, $5.30 PT (~40% upside) Full wrap: mailchi.mp/redleafequities/l… #ASX #AusBiz #Markets #TradingDay

Markets Overnight 📈 🇺🇸 $NDAQ 2.54% | $SPX 1.75% | $DJIA 1.86% 🇪🇺 $FTSE 0.48% | $DAX 0.06% | $CAC 0.48% 🇦🇺 SPI Futures 139pts ( 1.61%) Tech-led rally on Wall Street sets up a firmer ASX open. 🚀 #ASX #ASX200 #AusBiz #Markets #TradingDay

ASX Small Caps | Thu 11 Jun 2026 Broadly risk-off tone across small caps, with sharp idiosyncratic moves dominating trade. $ENN -94.88% following reinstatement post recapitalisation and balance sheet restructure with Rockworth Capital Partners. $KSN -54.02% after operational update and capital raising tied to Mineral Hill. $14D -25.56% despite announcing inaugural defence partnership and battery evaluation agreement. $BST 70.31% extended post-IPO momentum, continuing strong demand after $8m listing and defence tech positioning. #ASX #SmallCaps #StocksToWatch

ASX 200 Wrap | Thu 11 Jun 2026 ASX200 -0.23% at 8,633, trimming losses as Middle East tensions escalate following reported US–Iran strikes. Brent <US$95 as Strait of Hormuz disruption keeps oil bid; $WDS 1.55%. Tech sector -2.5% on global AI capex concerns. $WTC -2.79%, $XRO -3.58%. Risk-off tone across large-cap growth names, with defensives relatively supported. $XJO #Markets #StocksToWatch

ASX 200 Wrap | Thu 11 Jun 2026 ASX200 -0.23% at 8,633, trimming losses as Middle East tensions escalate following reported US–Iran strikes. Brent <US$95 as Strait of Hormuz disruption keeps oil bid; $WDS 1.55%. Tech sector -2.5% on global AI capex concerns. $WTC -2.79%, $XRO -3.58%. Risk-off tone across growth names, with defensives relatively supported. Full wrap 👇 mailchi.mp/redleafequities/l… #ASX #Markets #StocksToWatch

📩 Red Leaf Market Morning Wrap – 11 Jun 2026 US equities sold off: DJIA -1.87% | S&P500 -1.62% | Nasdaq -1.98% Tech/AI led declines amid valuation pressure, sticky inflation and rising Middle East tensions. Geopolitical risk escalated as US-Iran tensions intensified, with renewed US strike rhetoric lifting oil prices and reinforcing inflation concerns. US CPI rose 4.2% YoY, the highest in three years, driven by energy. 🦘 ASX: SPI -54pts (-0.63%) → softer open expected, tech under pressure; resources offer partial support. 🛢 Commodities: Gold -3.5% ($4,112) | Brent ~$94 | Copper -0.3% | Iron ore $108–110/t 💹 Bitcoin: -2.5% (~$61k) 📌 Stocks to watch: $DVP $SUL $WTC 🔗 mailchi.mp/redleafequities/l… #ASX #Markets #Trading #ausbiz

Markets Overnight 📉 🔻 $DJIA -1.87% 🔻 -1.62% 🔻 $NDAQ -1.98% 🇬🇧 $FTSE 0.27% 🔻 $DAX -0.97% 🔻 $CAC -0.51% 📉 SPI Futures -54pts (-0.63%), pointing to a weaker open for the ASX. #ASX #AusBiz #TradingDay #Markets #Investing #Stocks

Small caps did the real work today — high beta, high noise, high moves. $BST 60% on debut — IPO fireworks, straight into price discovery chaos. $DVL 31% — robotics/IP story catching a serious bid. $ATV 30% — no news, just pure momentum tape. $WCN 13% — copper assay flow doing the talking. On the other side, profit-taking bites hard: $TM1 -17.7% — drill results met with a cold reception. Small end of the market still feels like fast money rotating between “story” and “exit liquidity” — no in-between. #asx #ausbiz #tradingday

ASX200 quietly grinds higher, but the tape underneath is anything but boring. $SDF absolutely rips 36% after a $6.00 takeover offer — instant re-rate, no second guessing. $AUB keeps levitating 9.8% on momentum alone. $REH joins the defensive bid 8.6% as money rotates into quality. Meanwhile, risk-off pockets still flickering in parts of healthcare/resources: $SLX -10% $OBM -9.9% $4DX -9% Market feels less “trend” and more “positioning churn” — bids where it’s safe, exits where liquidity is thin. $XJO #asx #ausbiz #tradingday

Red Leaf Market Wrap ASX200 0.57% to 8,653 in choppy trade as miners/tech lagged before a late defensive bid lifted the index. Geopolitics (US–Iran tensions) kept risk tone mixed, with defensives outperforming. Standouts: $SDF 36% on $6.00 takeover offer $AUB 9.8%, $REH 8.6% on rotation flows Laggards: $SLX -10%, $OBM -9.9%, $4DX -9% Outside 200: $BST 60% IPO debut $DVL 31% on robotics IP deal $WCN 13% assays $TM1 -17.7% VNL: $2.4m raise deployed into Time Out Australia Pedestrian Group (nominal). FY27 rev $37–40m, EBITDA $3.5m. Emerging low-cost digital media consolidator. $XJO #asx #ausbiz #tradingday

We’re pleased to have acted as Lead Manager on Vinyl Group’s (ASX: $VNL) $2.4m placement, completed alongside the acquisition of Time Out Australia & Pedestrian Group. A transformational expansion of Vinyl’s digital media platform. Full details: acrobat.adobe.com/id/urn:aai… @vnlasx #ASX $XJO #ausbiz #tradingday

🌅 Red Leaf Market Wrap – Wed 10 June US markets mixed: Dow 0.17%, S&P -0.26%, Nasdaq -0.97% as tech selling resumes amid geopolitical tensions & profit-taking. ASX SPI -12pts (-0.15%) → softer open expected. Commodities mixed: gold -0.2%, copper 0.6–0.8%, oil firmer on risk premium. Bitcoin -0.3–0.6%. 📌 $MP1 signs VAST Data 📌 $TNE downgraded to Hold 📌 $WES in focus ahead of strategy day Full note: mailchi.mp/redleafequities/l… #ASX #Markets #AusBiz

Markets Overnight 🇺🇸 Dow 0.17% 🇺🇸 S&P 500 -0.26% 🇺🇸 Nasdaq -0.97% 🇬🇧 FTSE 100 -1.41% 🇩🇪 DAX -0.74% 🇫🇷 CAC 40 0.05% 🇦🇺 SPI Futures -12pts (-0.15%) Tech weakness weighed on Wall Street, while European markets were mixed ahead of today's ASX session. #ASX #AusBiz #TradingDay