Latest Capital Allocation News

Perenti Limited has reported record financial results for FY25, highlighted by revenue growth, improved margins, and a significant reduction in leverage. The company’s robust free cash flow and increased dividends set a solid foundation for future growth.

Deterra Royalties Limited has sold its non-core La Preciosa silver royalties to Avino Silver & Gold Mines Ltd for US$22 million, securing a substantial pre-tax profit and reinforcing its strategic focus on core commodities.

Rural Funds Group reported a solid FY25 with rising property and farming income driven by macadamia developments, while maintaining stable distributions and preparing for significant capital expenditure in FY26.

Accent Group reported steady FY25 sales of $1.62 billion with a slight dip in profits, while advancing its Sports Direct rollout and extending key brand agreements.

Boom Logistics has reported a robust FY25 performance, with a 38% increase in operating earnings per share, underpinned by strong renewables and transmission projects despite challenges in resources and infrastructure.

Zip Co Limited reported a robust FY25 with revenue up 23.5% to $1.07 billion and cash earnings soaring 147%, driven by strong US market expansion and operational efficiencies.

Babylon Pump & Power Limited reported a 24% revenue decline for FY2025 but achieved a 55% increase in profit, highlighting improved operational efficiency amid challenging conditions.

Cogstate Ltd has reported a strong FY25 with 22% revenue growth and a near doubling of profit before tax, declaring its first fully franked dividend and preparing to launch its inaugural AI-powered product in FY26.

Cogstate Limited has reported a landmark FY25 with revenue up 22% and net profit before tax nearly doubling, driven by a surge in clinical trials contracts and strategic innovation. The company also declared its maiden fully franked dividend and outlined ambitious growth plans including AI product launches and an expanding Medidata partnership.

Regis Resources has posted a record net profit of $254 million for FY25, driven by strong gold prices and operational efficiency, while declaring a fully franked 5 cent dividend per share. The company sets a confident tone for FY26 with steady production guidance and disciplined capital allocation.

GQG Partners Inc. has reported robust interim results for the first half of 2025, with funds under management rising to US$172.4 billion and net revenue increasing 11%. The company also declared a quarterly dividend reflecting strong distributable earnings.

Cadence Opportunities Fund Limited reported a 36% drop in profit after tax for FY2025 but maintained its fully franked final dividend at 7.0 cents per share, signaling confidence despite softer earnings.