Latest Capital Allocation News

DPM Metals delivered a record $203 million free cash flow in Q1 2026, driven by strong production growth from the Vareš mine and robust metal prices. The company remains on track for full-year guidance with ongoing exploration and disciplined capital returns.

Tribune Resources plans an on-market buyback of up to 5.25 million shares valued at approximately $27.8 million, aiming to return capital without disrupting ongoing operations.

Genesis Minerals is poised to boost its gold output to an aspirational 500,000 ounces per annum following its strategic acquisition of Magnetic Resources and the construction of a new Tower Hill mill in Western Australia.

IMDEX Limited has delivered a record 3Q FY26 revenue increase of 29% in constant currency, fueled by strong global demand, strategic acquisitions, and AI-enabled mining technology solutions.

Dreadnought Resources has launched a comprehensive target definition program at its Mangaroon Gold Project, deploying soil sampling and a gradient array induced polarization survey to pinpoint new drill targets ahead of discovery-focused drilling later this year.

HMC Capital has unveiled a streamlined strategy focusing on high-return platforms across real estate, digital infrastructure, private credit, and energy transition, reaffirming its FY26 operating EPS guidance above 40 cents pre-tax and announcing significant capital recycling and growth initiatives.

Ampol Limited showcased resilience in 2025 with strong refining margins supported by government payments and robust retail growth, while awaiting ACCC approval for its EG Australia acquisition promising significant synergies.

Ore Resources (ASX: OR3) has kicked off a 3,000m reverse circulation drilling campaign at its Coolgardie Lithium Projects, targeting strike extensions and infill at the Big Red and Potoroo pegmatites. The program follows strong historical lithium intercepts and promising metallurgical testwork, with results due in June 2026.

Gentrack Group trims its FY26 revenue outlook amid strategic investments and signals a $20 million on-market share buyback post-H1 results.

Fat Prophets Global Contrarian Fund (ASX: FPC) has launched an on-market buy-back of its ordinary shares, set to run from May 2026 to May 2027, signalling a fresh phase in its capital management strategy.

LTR Pharma highlights SPONTAN's 5x faster absorption and validated safety, backed by over 1,000 Australian prescriptions and strategic partnerships as it targets FDA approval and US market entry.

Light & Wonder (ASX:LNW) posted modest revenue growth in 2025, driven by Gaming and iGaming segments, while SciPlay revenue dipped slightly. The company completed its Grover acquisition, settled a $128 million IP dispute with Aristocrat, and transitioned to a sole ASX listing.