Latest Active Management News

Stockland reports strong leasing growth and development momentum in 3Q26, highlighting new data centre and land lease partnerships while maintaining FY26 guidance.

Dubber Corporation reported a historic positive underlying operating cashflow run-rate in Q3 FY26, driven by a USD 3.06 million initial payment from a Tier 1 North American communications service provider and ongoing cost reductions. Recurring revenue dipped 6% quarter-on-quarter due to portfolio optimisation and foreign exchange impacts.

CurveBeam AI reported stable device orders but faces regulatory delays for FDA and China clearances, while securing a A$4 million investment from WEGO Orthopaedics and advancing clinical collaborations with robotic surgery systems.

CZR Resources has unveiled strong assay results from its Croydon Gold Project, confirming a significant gold system open in all directions. The company advances exploration at Edamurta and Yarrie, supported by a robust cash position.

Audalia Resources has unveiled a maiden Ore Reserve for its Medcalf vanadium-titanium-iron project alongside an updated Pre-feasibility Study outlining two viable development options with strong economic returns. The company faces a tight cash position but is pursuing a $450,000 capital raise to sustain progress.

Fenix Resources shipped 974,000 tonnes of iron ore in March quarter at a low A$70/wmt cash cost despite cyclone disruptions and diesel supply constraints, boosting cash to A$86.3 million and advancing key projects.

Mirvac Group reported robust operational results in 3Q26, driven by a 28% jump in residential sales, high occupancy across its investment portfolio, and a successful $630 million capital raise for its wholesale office fund. The company reaffirmed its FY26 guidance amid cautious risk management.

The L1 Global Long Short Fund (ASX:GLS) faced a challenging March quarter amid the Iran War-driven oil supply shock but maintains strong performance since inception through active portfolio adjustments and thematic focus on copper, gold, and infrastructure.

Pinnacle Investment Management has cleared critical regulatory hurdles from the FCA and DFSA to acquire the remaining 79.2% of Pacific Asset Management, with completion slated for 24 April 2026.

ECP Emerging Growth Limited’s portfolio plunged 19.4% in the March quarter, dragging its net tangible asset value down by nearly 30%, as growth stocks stumbled amid geopolitical tensions and rising rates. The fund added furniture retailer Koala Company and sees value in its resilient holdings despite the rough patch.

Red Sky Energy has locked in a binding agreement with Santos to drill the Willowie appraisal well in South Australia’s Innamincka Dome, aiming to build on recent production gains and accelerate cashflow.

Freelancer Limited has delivered a landmark FY25 with record profitability, a major NASA contract win, and significant AI-driven growth across its marketplaces and payment services.