Latest Active Management News

Metcash Limited projects an underlying NPAT between $268 million and $270 million for FY26, buoyed by strong second-half momentum in Hardware & Tools and disciplined cost management driving cash flow and margin resilience.

Coles Group posted a 3.1% lift in total sales for Q3 2026, driven by strong supermarket sales and a near 25% surge in eCommerce, while liquor sales fell amid soft consumer sentiment.

Botala Energy’s Serowe CBM Project advances as key production well 3.5B reaches 83% depth with multiple support wells actively managing reservoir pressure and gas flows confirmed from pilot operations.

Regis Healthcare expects FY26 underlying EBITDA of approximately $135 million, buoyed by near-record occupancy and a disciplined capital strategy amid evolving government reforms.

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.