- Price is above Fair Value, showing premium demand versus the model.
- Volume is elevated versus the 13-week average, confirming attention.
LRT
ASX
Week ended 07 Aug 2026
Weekly Investor Report
Lowell Resources Fund · Financial Services · Asset Management
Latest close
2.33 AUD
14.8%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is -2.9% below the Trend Line and sits at 53.6% of its 52-week range. The latest completed week returned 14.8%, after a 6.9% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 53/100.
Setup score
47
out of 100
Latest Close
2.33 AUD
7 Aug 2026
1W Return
14.8%
latest completed week
4W Return
6.9%
short-term follow-through
12W Return
-12.7%
quarterly tape
Trend Breadth
78.8%
41 of 52 weeks active
Volume Ratio
2.1x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Activity pressure is negative, which weakens the current setup.
- Activity pressure is weak, so confirmation is not yet broad enough.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
14.8%
Latest completed week; four-week move 6.9%.
Indicator stack
43/36
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
53/100
12 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -2.9% below the Trend Line and sits at 53.6% of its 52-week range. The latest completed week returned 14.8%, after a 6.9% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 2.1x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.3612-week average 0.47
12-week confirmation
Trend active2/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership8/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.36Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 6.9% over four weeks, -12.7% over 12 weeks, and 60.7% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year41
Trend breadth78.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.79Latest activity-pressure read.
Pressure change-1.4%Four-week change in activity pressure.
Leadership-0.02Latest relative-leadership reading.
RS change-103.1%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2025
Field coverage 64%
Model confidence 32%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength40/100Blend of value, momentum, and quality. Underlying universe rank 61; rank 1 is best.
Value44/100Relative valuation strength. Underlying universe rank 57; rank 1 is best.
Quality43/100Profitability and accounting quality. Underlying universe rank 58; rank 1 is best.
Momentum44/100Medium-term price momentum. Underlying universe rank 57; rank 1 is best.
Growth44/100Revenue and earnings growth. Underlying universe rank 57; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 4.5x Price divided by trailing earnings.
- Price / sales
- 4.2x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- -2.9% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- -11.2% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 667.1% Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -198.3% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 3/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 6.1% Cash dividends relative to market value.
- Buyback yield
- -9.4% Net share repurchases relative to market value.
- Shareholder yield
- -3.3% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment53/100
Weighted news tone is neutral across 12 relevant articles.
2 positive · 9 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-24.8%Distance below the 52-week high.
13-week volatility7.1%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher12 of 2614 weeks finished lower.
Best week+14.8%Week of 7 Aug.
Worst week-12.0%Week of 22 May.
Latest week+14.8%Week of 7 Aug.
Shape of recent returns
Strong gains9
Modest gains3
Flat weeks0
Modest losses4
Sharp losses10
Recent vol7.1%13-week weekly-return volatility.
Base vol6.7%52-week weekly-return volatility.
Up/down split31/21Count of positive and negative weeks in the 52-week window.
Average skew5.9% / -5.8%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorAU Financial Services
4-week rank- / 100
Group average2.0%
Trend breadth43.0%
Trend43.0%active weekly trend signals
MD80.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
IndustryAU Asset Management
4-week rank8 / 100
Group average0.7%
Trend breadth29.0%
Trend29.0%active weekly trend signals
MD72.0%positive activity pressure
RS25.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape45/100
Trend, activity pressure, participation, and risk combine to a 45/100 tape read.
Indicator analysis32/100Latest 12-week confirmation: trend 2/12, activity pressure 0/12, relative leadership 8/12.
Activity pressure 0.36; No reversal markers Factors42/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 82; Small Cap Core rank 58 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment53/100Weighted news tone is neutral across 12 relevant articles.
Lowell Resources (ASX:LRT) Takes Strategic Stake in Western Mines Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 2.33 AUD | 14.8% | 2.40 AUD | 1.53 AUD | -0.79 | -0.02 | 186.0K | Off |
| 31 Jul 2026 | 2.03 AUD | 2.0% | 2.40 AUD | 1.52 AUD | -1.01 | -9.51 | 174.6K | Off |
| 24 Jul 2026 | 1.99 AUD | -4.3% | 2.41 AUD | 1.52 AUD | -1.07 | -8.78 | 64.6K | Off |
| 17 Jul 2026 | 2.08 AUD | -4.6% | 2.41 AUD | 1.51 AUD | -0.94 | -4.44 | 70.2K | Off |
| 10 Jul 2026 | 2.18 AUD | -0.9% | 2.42 AUD | 1.51 AUD | -0.78 | 0.68 | 72.6K | Off |
| 3 Jul 2026 | 2.20 AUD | -5.5% | 2.41 AUD | 1.50 AUD | -0.80 | 1.86 | 29.1K | Off |
| 26 Jun 2026 | 2.33 AUD | -4.8% | 2.41 AUD | 1.49 AUD | -0.78 | 9.51 | 9.4K | Off |
| 19 Jun 2026 | 2.45 AUD | 5.9% | 2.39 AUD | 1.48 AUD | -0.90 | 15.23 | 16.2K | Off |
| 12 Jun 2026 | 2.31 AUD | -1.6% | 2.37 AUD | 1.48 AUD | -0.93 | 10.05 | 32.7K | Off |
| 5 Jun 2026 | 2.35 AUD | 6.4% | 2.36 AUD | 1.47 AUD | -0.73 | 15.05 | 131.1K | Off |
| 29 May 2026 | 2.20 AUD | -6.2% | 2.34 AUD | 1.46 AUD | -0.73 | 7.78 | 9.3K | On |
| 22 May 2026 | 2.35 AUD | -12.0% | 2.33 AUD | 1.45 AUD | -0.71 | 16.79 | 201.2K | On |
| 15 May 2026 | 2.67 AUD | 9.0% | 2.33 AUD | 1.44 AUD | -0.84 | 34.38 | 158.6K | On |
| 8 May 2026 | 2.45 AUD | 8.9% | 2.31 AUD | 1.43 AUD | -0.98 | 23.30 | 69.7K | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.