Latest Active Management News

BauMart Holdings reported steady progress in modular building and core divisions during Q4 2025, while maintaining disciplined cash management amid ongoing funding pressures.

BPH Energy’s December quarter report reveals significant progress in its investee projects amid ongoing legal challenges and strategic capital management. The company balances judicial reviews, regulatory milestones, and funding plans across energy and medical technology sectors.

BWP Trust has agreed to sell the Chadstone Homeplus Homemaker Centre for $86.025 million, achieving a premium over its fair value and a strong internal rate of return since acquisition.

Pivotal Metals has raised $5.4 million, including $1.1 million in non-dilutive funding, to ramp up exploration across its Québec copper, gold, PGM, and nickel projects, unveiling multiple high-priority drill targets and advancing resource optimisation at Horden Lake.

AMCIL Limited has announced a fresh on-market buy-back program targeting up to 24 million shares, aiming to enhance capital management without requiring shareholder approval.

RocketDNA’s December quarter saw a robust 32% revenue jump, underpinned by new contracts with mining giants BHP and Anglo American, signalling strong momentum for 2026.

Genesis Energy has reported a robust second-quarter performance for FY26, underpinned by strong hydro generation and record-low thermal output, prompting an upward revision of its full-year earnings guidance. The company’s strategic focus on portfolio flexibility and renewable projects continues to drive margin quality and operational progress.

PhosCo Ltd reports significant progress at its Gasaat Phosphate Project in Tunisia, backed by a €1 million EBRD grant and promising drilling outcomes at KM and SAB deposits. The company is well positioned amid rising global phosphate demand and tightening supply.

Djerriwarrh Investments Limited reported a $20.7 million half-year profit with a steady fully franked dividend, despite portfolio returns lagging the ASX 200. The company signals a strategic pivot with quarterly dividends and selective portfolio adjustments.

McLaren Minerals’ Pre-Feasibility Study confirms a robust, low-risk titanium mining project in Western Australia, projecting nearly A$900 million EBITDA over 16 years. The study highlights strong market demand and validated processing methods, setting the stage for the next development phase.

St George Mining has announced a significant high-grade niobium discovery 400 metres outside its existing Araxá Mineral Resource Estimate, potentially expanding one of the world’s premier niobium projects.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.