Latest Strategy Changes News

PEXA has sharply lowered its FY27 revenue and profit expectations after Australian Exchange volumes fell 11.5% in the first quarter. Stable market share and customer satisfaction offer some support, but October transfer volumes were down 26% and a regulatory pricing decision remains pending.

Maritana Minerals has committed a further A$19.9 million to keep Black Swan Processing Hub works moving while its EPC contract is finalised. Concrete is now being placed for the new CIL circuit, with first gold still targeted for the second half of 2027.

Red Hill Minerals will spend $2 million drilling the 5,407 km² Thomson Project in New South Wales to extinguish Legacy Minerals’ royalty buy-back right. The program also gives Red Hill an option to spend a further $4 million and earn a 75% project interest.

Costco is returning approximately US$13.3 billion to shareholders through a US$30 special dividend while extending its share-repurchase capacity to US$4 billion. The move comes alongside the board departure of Helena Foulkes after her election as Rhode Island governor.

Commonwealth Bank of Australia (ASX:CBA) delivered approximately A$2.8 billion in unaudited cash NPAT for 1Q27, with lending and deposit growth lifting income despite higher impairments and arrears. Capital and liquidity remained well above regulatory minimums, but rising risk-weighted assets and non-performing exposures add a note of caution.

Promisia Healthcare has converted sustained occupancy above 95% into a 50% rise in underlying EBITDAF, positive free cash flow and its first interim dividend. The NZX-listed aged-care operator has also raised FY27 guidance to at least NZ$9 million, although Chatswood has lifted post-acquisition leverage.

Flex has laid out an ambitious post-spin plan while introducing Axiom as a standalone power, cooling and compute company aimed at the AI data-centre buildout. The separation remains conditional, and many of the headline figures are adjusted measures or longer-term company direction rather than firm guidance.

TransDigm finished fiscal 2026 with strong sales and adjusted earnings growth, then set a double-digit revenue target for the year ahead. But higher interest costs pushed fourth-quarter GAAP net income lower and debt continued to rise.

Capability X is seeking A$12 million through a proposed ASX listing to expand its edge AI, remote operations and industrial safety business. The opportunity comes with a sharp financial caveat: FY2026 revenue fell to A$1.06 million, the company lost A$3.17 million and its auditor flagged material uncertainty over its ability to continue as a going concern.

Dome Gold Mines has proposed a new AUD$2 million unsecured convertible note offering to fund the final stages of its Sigatoka feasibility study, a mining lease application and renewed Fiji exploration. The notes carry 12% annual interest and could convert into up to 20 million shares if fully issued and converted.

Cobalt Blue has outlined a staged Halls Creek development with a common processing plant producing copper cathode, zinc oxide and silver doré. The updated study estimates a pre-tax NPV of A$317 million on a 100% project basis, but the project remains an early-stage proposal requiring substantial funding and validation.

OpenLearning has launched a $2.06 million entitlement issue as it points to stronger SaaS growth, wider margins and a sharply reduced cash balance. The raising is non-underwritten, potentially dilutive and arrives with the company’s auditor flagging material uncertainty around its ability to continue as a going concern.