On Stockhead today, clean hydrogen could step up by 2030, bauxite gets its sexy on, and the ASX’s hottest stocks right now.

But first:

The week ahead

Traders, investors and market enthusiasts alike; strap in for what’s probably the biggest week for key data and events so far in 2019.

To Australia first, and Wednesday’s inflation print (11:30am AEST) will dominate the local calendar.

In short, it’s been low and getting lower, and the median forecast is for core CPI growth of just 1.5 per cent in the June quarter. A sharp miss in either direction is very likely to move markets, for both stocks and the Aussie dollar.

Also of note this week, CoreLogic’s monthly home price index for July on Thursday followed by all-important June retail sales figures from the ABS on Friday.

Looking abroad, the US Federal Reserve will take centre stage on Wednesday night with its latest policy announcement. Markets are now fully-priced for a rate cut — a huge shift from the start of the year — with all eyes now on the Fed’s 2019 outlook.

The Fed’s meeting will follow PCE inflation figures on Tuesday night, which are forecast to show annual growth of 1.7 per cent, below the central bank’s 2 per cent target.

Markets will also be focused on the latest round of US-China trade talks, scheduled to kick off in Shanghai on Tuesday during Asian trade.

The Bank of Japan (Tuesday) and the Bank of England (Thursday) will also make policy announcements, with no changes expected to current rates settings.

And the US will finish off the week with employment data on Friday night. The US economy is tipped to add another 160,000 jobs, with annual wage growth — an important input for the inflation outlook — edging higher to 3.2 per cent.

Company news

The following companies are scheduled to come out of a trading halt or voluntary suspension to start the week:

Monday:

Moreton Resources (ASX: MRV) – material update
GBST Holdings (ASX: GBT) – takeover offer
Respiri (ASX: RSH) – capital raising
Classic Minerals (ASX: CLZ) – drilling results
Kingwest Resources (ASX: KWR) – capital raising
Variscan Mines (ASX: VAR) – potential acquisition
ALT Resources (ASX: ARS) – study results
Yowie (ASX: YOW) – announcement on takeover bid.

Markets

Gold: $US1,418.52 ($2,051.66) +0.87%

Silver: $US16.38 -0.13%

Oil (Brent): $US63.30 -0.14%

Oil (WTI): $US56.19 +0.30%

Coal: $US74.07 -1.04%

Iron ore 62pc fe: $US117.50 +1.29%

AUD/USD: $US0.6910 -0.58%

What got you talking last week

These were the five most-discussed stocks among ASX investors on Friday, July 26:

$AUZ – Australian Mines Ltd
$A40 – Alliance Mineral
$STX – Strike Energy
$PLS – Pilbara Minerals
$BIT – Biotron Limited

Last week’s winners

Energy junior SciDev (ASX:SDV) jumped 82 per cent this week after receiving its first major order from the US market for its friction reducing tech.

SciDev says these intial orders are worth a touch over $1 million, but it’s just the tip of the iceberg.

“Order volumes are expected to continue to grow, with further commercial and field evaluations to be undertaken in order to determine the potential financial returns to SciDev from this very large market,” the company says.

Here are the best performing ASX small cap stocks for July 19-26 (intraday):

Ticker Name Price Last Friday Price This Friday [intraday] Total Return % Market Cap
SHK STONE RESOURCES AUSTRALIA 0.001 0.002 100.00% $1,623,292
INK INDAGO ENERGY 0.052 0.099 90.38% $25,038,826
SDV SCIDEV 0.135 0.245 81.48% $26,279,474
BNR BULLETIN RESOURCES 0.015 0.027 80.00% $4,840,913
SPX SPECTRUM METALS 0.032 0.056 75.00% $70,812,848
SCN SCORPION MINERALS 0.004 0.007 75.00% $1,239,172
CZR COZIRON RESOURCES 0.009 0.015 66.67% $26,783,270
ANL AMANI GOLD 0.002 0.004 60.00% $20,852,910
STX STRIKE ENERGY 0.063 0.100 58.73% $155,031,472
DRO DRONESHIELD 0.155 0.245 58.06% $47,377,800
G88 GOLDEN MILE RESOURCES 0.048 0.073 52.08% $4,226,699
FML FOCUS MINERALS 0.275 0.415 50.91% $75,840,656
GLV GLOBAL VANADIUM 0.002 0.003 50.00% $8,488,440
MZN MARINDI METALS 0.001 0.002 50.00% $3,372,557
CAD CAENEUS MINERALS 0.001 0.002 50.00% $3,211,891
TSC TWENTY SEVEN CO 0.002 0.003 50.00% $2,943,184
CAV CARNAVALE RESOURCES 0.002 0.003 50.00% $2,228,999
PPY PAPYRUS AUSTRALIA 0.006 0.009 50.00% $2,116,346
EQE EQUUS MINING 0.011 0.016 45.45% $14,356,430
BMG BMG RESOURCES 0.011 0.016 45.45% $8,923,718
AHQ ALLEGIANCE COAL 0.098 0.140 42.86% $76,395,376
BPL BROKEN HILL PROSPECTING 0.021 0.030 42.86% $4,436,502
LCT LIVING CELL TECHNOLOGIES 0.019 0.027 42.11% $15,428,906
PEA PACIFIC ENERGY 0.690 0.980 42.03% $421,490,752
FIN FIN RESOURCES 0.010 0.014 40.00% $4,083,680
WGO WARREGO ENERGY 0.093 0.125 34.41% $78,129,376

Last week’s losers

Internet of Things company CCP Technologies (ASX: CT1) slumped when it resumed trade for the first time in almost two weeks, after raising $576,592 in a share placement via the issuance of 44,353,252 new ordinary shares priced at 1.3 cents.

Here are the worst performing ASX small cap stocks for July 19-26 (intraday):

Code Name Price last Friday Price this Friday [intraday] Total Return % Market Cap
NET NETLINKZ 0.260 0.210 -19.23% $328,446,176
CLA CELSIUS RESOURCES 0.031 0.025 -19.35% $18,930,452
GOO GOOROO VENTURES 0.071 0.057 -19.72% $6,271,402
VAL VALOR RESOURCES 0.005 0.004 -20.00% $7,572,769
NWE NORWEST ENERGY 0.002 0.002 -20.00% $6,764,186
OAU ORA GOLD 0.010 0.008 -20.00% $5,168,767
JDR JADAR LITHIUM 0.010 0.008 -20.00% $3,843,517
CZN CORAZON MINING 0.002 0.002 -20.00% $3,261,377
SVD SCANDIVANADIUM 0.010 0.008 -20.00% $2,814,929
SAU SOUTHERN GOLD 0.160 0.125 -21.87% $10,428,062
RMI RESOURCE MINING 0.009 0.007 -22.22% $2,073,871
VMG VDM GROUP 0.002 0.002 -25.00% $9,416,491
DHR DARK HORSE RESOURCES 0.004 0.003 -25.00% $6,073,865
LCY LEGACY IRON ORE 0.004 0.003 -25.00% $4,404,793
PNN PEPINNINI LITHIUM 0.004 0.003 -25.00% $3,714,035
TMX TERRAIN MINERALS 0.004 0.003 -25.00% $1,931,196
AKN AUKING MINING 0.002 0.002 -25.00% $1,398,877
SBR SABRE RESOURCES 0.004 0.003 -25.00% $1,220,921
TCN TECHNICHE 0.037 0.027 -27.03% $5,689,422
COY COPPERMOLY 0.007 0.005 -28.57% $8,615,217
PBX PACIFIC BAUXITE 0.007 0.005 -28.57% $1,983,070
ECS ECS BOTANICS 0.100 0.069 -31.00% $35,023,784
CT1 CCP TECHNOLOGIES 0.018 0.012 -33.33% $5,886,244
LKO LAKES OIL 0.002 0.001 -33.33% $33,354,412
QGL QUANTUM GRAPHITE 0.003 0.002 -33.33% $15,321,162
VIC VICTORY MINES 0.002 0.001 -33.33% $1,363,232