Summary
The August 26, 2026 AUS Watchlist PDF holds a single entry: VTM (Victory Metals Ltd), buy >3.03 and $24.88 respectively. The AUS Watchlist has contracted from 3 entries (August 18) to 1, the thinnest in the documented series. [Source: PSE, Current-AUS-watchlist-August-26-2026]
Key Claims
- AUS Watchlist holds 1 entry as of August 26, 2026: VTM (Victory Metals Ltd, ASX, buy >$1.90). — confidence: high
- CGS removed — graduated to Mex Pete Model Portfolio at 2.70). — confidence: high
- SFR removed — graduated to Mex Pete Model Portfolio at 20.00). — confidence: high
- The August 18 AUS Watchlist had 3 entries: VTM (>2.95), SFR (>$22). Two of three triggered in 8 days. — confidence: high
Watchlist Changes
- REMOVE: CGS (Cogstate Ltd) — triggered; now an active portfolio position at $3.03 (see 2026-09-02-mex-pete-portfolio-snapshot). [Source: PSE, Current-AUS-watchlist-August-26-2026]
- REMOVE: SFR (Sandfire Resources) — triggered; now an active portfolio position at $24.88 (see 2026-09-02-mex-pete-portfolio-snapshot). [Source: PSE, Current-AUS-watchlist-August-26-2026]
Concepts Referenced
Emma’s Analysis
The AUS Watchlist pipeline delivered 2 of 3 setups in a single day — a high hit rate that validates Anderson’s ASX resource thesis. With only VTM remaining, the Australian pipeline is effectively exhausted unless new setups are added. This is the commodity-sector breakout the PSE system has been positioning for since the Kondratieff Wave / rare earths discussion in BBB #61 (July 31).
SFR is particularly significant: Sandfire Resources is a copper miner, and its entry at 20 stop represents a large-dollar ASX position — unusual for the Mex Pete portfolio which typically trades smaller ASX names. The position was already underwater at 95), the system now has two copper exposure vectors — one direct ASX equity, one US-listed ETF — both pending confirmation. [Source: PSE, Current-AUS-watchlist-August-26-2026]
Cross-references: 2026-09-02-mex-pete-portfolio-snapshot, 2026-09-02-us-watchlist-snapshot