Latest Capital Allocation News

Nelson Resources has staked 186 claims forming the Cinnamon Property in Nevada, next to Guardian Metal's Pilot Mountain tungsten project, positioning itself in a strategic US critical minerals district amid soaring tungsten prices and supply concerns.

Atlas Arteria reported a resilient 2025 with 9.3% EBITDA growth and steady toll revenue, while its Board unanimously urged investors to reject IFM’s unsolicited takeover offer, citing undervaluation and onerous conditions.

Besra Gold has received conditional renewal terms for its critical Bau Gold Project mining lease, marking progress amid ongoing tenure uncertainties and financial commitments.

Accent Group has laid out an ambitious Vision 2030 strategy aiming for $1.9 billion in sales and a 9%+ EBIT margin. Central to this plan is the expansion of Sports Direct stores and a focus on operational efficiencies and brand evolution.

Brookside Energy has captured over 40% of its targeted Riverbend acreage in Oklahoma, advancing its development plans to expand its Anadarko Basin footprint and drilling inventory.

Aristocrat Leisure delivered a strong half-year profit surge with 16% growth in normalised NPATA on a constant currency basis, driven by market share gains and strategic investments, while declaring a 50c interim dividend.

Resolute Mining’s scoping study for its ABC Project in Côte d’Ivoire outlines a robust 12-year open pit gold operation with strong economic metrics, including a post-tax NPV of US$1.2 billion and a 39% IRR at US$3,500/oz gold.

Healius updates FY26 guidance with modest earnings growth, flags wage cost pressures from Fair Work ruling, and initiates sale process for high-growth Agilex Biolabs.

FireFly Metals has completed an in-specie distribution of 60 million Bellavista shares to eligible shareholders following the sale of its Ontario gold projects. Trading in Bellavista shares begins 12 May 2026, while FireFly awaits an ATO ruling on tax implications.

MFF Capital Investments declared a 10-cent fully franked interim dividend for December 2025, with plans to raise it to 11 cents by June 2026. The firm highlights disciplined capital allocation and expands global equities research through its Montaka acquisition.

Inghams Group has unveiled a comprehensive strategy to stabilise operations, optimise assets, and grow value, reaffirming FY26 EBITDA guidance between $180 million and $200 million amid ongoing cost pressures.

Cash Converters reports solid 1H26 results driven by a growing loan book, expanding luxury retail footprint, and increased corporate store ownership across 15 countries.