Latest Strategy Changes News

Charter Hall Long WALE REIT has reported steady earnings growth and a significant portfolio valuation uplift in its half-year results, reaffirming its FY26 guidance despite trading at a notable discount to net tangible assets.

Charter Hall Long WALE REIT reported a striking 209% surge in statutory profit for H1 2026, alongside a modest increase in distributions, underpinned by strategic acquisitions and a shift in accounting standards.

Gratifii Limited has secured a five-year strategic partnership with Marketplacer to deploy an AI-powered digital rewards marketplace, aiming to significantly expand its product range and monetisation capabilities.

South32 Limited reported a 29% rise in profit for the half year ended December 2025, driven by higher base and precious metals prices and solid operational performance. The company declared a fully-franked interim dividend and maintained its FY26 production guidance, while advancing key projects and managing portfolio transitions.

Orora Limited reported a robust 32.2% rise in underlying net profit after tax for the half-year ended December 2025, underpinned by strong volume growth in its Cans segment and operational efficiencies across its glass businesses. The company also completed a $227.4 million share buyback in 2025 and announced a fresh $270 million on-market buyback program.

Orora has reported a strong first half for FY26 with a 32% rise in underlying net profit, driven by robust volume growth in its Cans segment and improved cash flow. The company also announced a fresh $270 million on-market share buyback, signalling confidence in its ongoing growth trajectory.

Orora Limited reported a statutory profit of $58.9 million for the half-year ended December 2025, driven by operational improvements despite significant restructuring costs. The company declared an interim dividend and announced a fresh share buy-back program.

Origin Energy reported robust half-year results for December 2025, driven by strong Energy Markets performance and significant customer growth, while updating FY26 guidance with higher earnings expectations.

Origin Energy reported a significant drop in half-year profits but upgraded its Energy Markets guidance, maintaining a steady dividend amid strong customer growth and strategic investments.

Tamboran Resources Corporation reported a 26% reduction in half-year losses as it progresses key natural gas projects in Australia’s Beetaloo Basin and prepares for a major acquisition of Falcon Oil & Gas Ltd.

Origin Energy reports a 45% drop in half-year profit amid lower gas earnings and ongoing investments, while extending Eraring Power Station operations to 2029 to support NSW energy security.

Tamboran Resources has appointed Todd Abbott as CEO and made significant progress in drilling and infrastructure development in the Beetaloo Basin, aiming for first gas sales in the third quarter of 2026.