Red Leaf Market Wrap | Mon 15 Jun 2026
ASX 200 1.25% to 8,914
Strong 2nd straight gain, best 2-day run since April. Sentiment lifted after USโIran agreed to extend ceasefire and reopenRed Leaf Market Wrap | Mon 15 Jun 2026
ASX 200 1.25% to 8,914, posting its strongest 2-day gain since April. Sentiment boosted after USโIran agreed to extend ceasefire and reopen the Strait of Hormuz, easing near-term energy risk.
Gainers
$OBM 16.29% โ $233m EPC awarded to
$GNG for Davyhurst expansion
$VAU 14.71% โ FY26 capex $278m; production guidance steady
$RRL 9.82% โ gold strength, no news
Decliners
$STO -8.43% โ energy weak as risk premium fades
$KAR -8.37% โ sector pressure
$NHC -7.95% โ commodity rotation
Notables
$14D 30.00% โ AEMO clearance advances Aurora BESS project
$MKR 18.99% โ no news
$BST -20.17% โ post-IPO profit taking
$OVT -16.67% โ fell despite OMINARI platform launch targeting 2026 World Cup markets
ICYMI
Small caps remain mixed post-budget; ongoing strength in data centres and defence themes.
Watch:
$KPO,
$VNL (recent $2.4m raise; Time Out/Pedestrian TV acquisitions)
Interview:
ausbiz.com.au/media/up-110-iโฆ of Hormuz, easing immediate energy supply risk. Markets still awaiting confirmation of durability.
ASX 200 Gainers
$OBM 16.29% โ $233m EPC contract awarded to
$GNG for Davyhurst expansion, de-risking execution path
$VAU 14.71% โ FY26 capex guided to $278m; production 332โ360koz maintained, solid operational momentum
$RRL 9.82% โ gold strength, no fresh news
ASX 200 Decliners
$STO -8.43% โ energy softens as geopolitical risk premium unwinds
$KAR -8.37% โ sector-led weakness
$NHC -7.95% โ commodity rotation continues
Notable Movers
$14D 30.00% โ Aurora BESS Stage 1 clears final AEMO technical requirements; moves into ElectraNet commercial access negotiations
$MKR 18.99% โ momentum buying, no announcement
$BST -20.17% โ post-IPO profit-taking after sharp debut rally
$OVT -16.67% โ under pressure despite launch of OMINARI prediction market platform targeting 2026 World Cup engagement
ICYMI
On ausbiz: small caps still mixed post-budget, but liquidity and sentiment improving in data centres defence-adjacent names. Continued thematic focus on AI infrastructure, sovereign capability, and energy demand growth.
Watchlist:
$KPO,
$VNL
$VNL recently completed $2.4m raise via Red Leaf Securities; portfolio expanding via Time Out Pedestrian TV acquisitions, with platform leverage and cost synergy optionality.
Interview:
ausbiz.com.au/media/up-110-iโฆ