Powerhouse Ventures Reports 35% Quarterly Fund Return and $19.6M NTA
Powerhouse Ventures Limited reports a robust quarter with an 18% increase in net tangible assets and a standout 35.1% return from its Aliwa Alpha Fund, while preparing to launch a new Critical Infrastructure Opportunities Fund focused on AI and Quantum technologies.
- 18% quarter-on-quarter increase in net tangible assets to $19.6 million
- Aliwa Alpha Fund delivers 35.1% return for the quarter
- Successful completion of multiple ASX placements including Nordic Resources and Sarama Resources
- Final AI and Quantum investments made ahead of Burleigh Ventures fund launch
- Strong treasury position with no debt and $1.52 million cash on hand
Powerhouse Ventures Posts Strong Quarterly Growth
Powerhouse Ventures Limited (ASX – PVL) has delivered a compelling update for the quarter ended 30 September 2025, showcasing significant growth across its core business units. The company’s net tangible assets (NTA) rose by 18% quarter-on-quarter to $19.6 million, marking a 72% increase year-on-year. This growth underscores the firm’s effective investment strategy and operational execution in a competitive market.
Corporate Advisory Drives Transaction Success
The Corporate Advisory division continued its momentum by successfully completing three ASX transactions, including cornerstone placements for Nordic Resources and Sarama Resources. Notably, Powerhouse acted as Placement Agent and Bookrunner for Nordic Resources’ oversubscribed $3.5 million placement, followed by two strategic placements totaling $10.25 million post-quarter. These deals not only enhanced the quality of Nordic’s shareholder register but also accelerated exploration and production efforts in Finland’s gold sector.
Funds Management Delivers Exceptional Returns
The Aliwa Alpha Fund was a standout performer, delivering a 35.1% return for the quarter and achieving a cumulative 45.4% return since acquisition in December 2024. This performance was driven by high conviction positions and strategic investments in critical and precious resources, benefiting from improving equity capital markets. The fund’s strong reputation in the microcap segment continues to provide superior market relationships and deal flow.
Strategic Investments in AI and Quantum Technologies
Powerhouse has completed its final investments in AI and Quantum sectors with Veriquantix and Sirius-beta Labs, setting the stage for the launch of the Critical Infrastructure Opportunities Fund under the Burleigh Ventures brand. These investments tap into global mega trends such as quantum eavesdropping and situated reasoning AI, positioning the group at the forefront of emerging critical infrastructure technologies. Shareholders will gain non-dilutive exposure to this fund, expanding Powerhouse’s footprint in globally significant assets.
Solid Financial Position and Outlook
At quarter-end, Powerhouse maintained a strong treasury position with $1.52 million in cash, no debt, and $6.26 million in listed assets. The group’s business model, combining merchant capital with advisory and funds management, appears well-positioned to capitalize on market opportunities in FY26. Executive Chairman James Kruger expressed confidence in the company’s growth trajectory and upcoming fund launch, signaling an exciting period ahead for investors.
Bottom Line?
Powerhouse Ventures is poised to leverage its strong quarter and strategic fund launch to deepen its market impact in emerging technology sectors.
Questions in the middle?
- How will the Critical Infrastructure Opportunities Fund perform amid evolving AI and Quantum markets?
- What are the next target sectors or companies for Powerhouse’s Corporate Advisory and Funds Management divisions?
- How might market volatility impact the valuation of Powerhouse’s listed investments like Nordic Resources and Metal Powder Works?