Latest Capital Allocation News

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.

Amaero Ltd has secured A$50 million through a share placement and plans a further A$3 million via a Share Purchase Plan to fast-track growth initiatives aligned with U.S. defense and manufacturing re-shoring priorities.

Objective Corporation reports robust FY2025 results with strong recurring revenue growth and deepening AI integration, setting ambitious targets for FY2026.

Perseus Mining reports a significant increase in its gold Mineral Resources and Ore Reserves as of June 2025, highlighting growth across key African projects and a strategic portfolio approach.

Aspen Group Limited reported a robust 18% increase in profit after tax to $57 million for FY25, driven by growth in both rental and development segments alongside strategic debt reduction and a $74 million equity raise.

Peet Limited reported a robust FY25 with a 60% surge in net profit after tax and declared a higher fully franked dividend, underpinned by strong sales and improved capital management. The company is also undertaking a strategic business review while navigating leadership transitions.

Codan Limited reported a robust FY25 with revenue climbing 22% to $674.2 million and net profit rising 27%, driven by strong performances in its Communications and Metal Detection segments.

Whitehaven Coal has announced an extension of its on-market share buy-back program, committing up to $48 million in purchases through December 2025, reinforcing its shareholder return strategy.

Whitehaven Coal reported a robust FY25 with $1.4 billion underlying EBITDA and strong production growth from Queensland acquisitions, maintaining a solid balance sheet and setting ambitious cost-saving targets for FY26.

Whitehaven Coal reported a robust FY25 with underlying NPAT of $319 million and record production, while maintaining a strong balance sheet and announcing shareholder returns. The company’s FY26 guidance signals continued operational focus amid stabilizing coal markets.

NAOS Ex-50 Opportunities Company Limited (ASX, NAC) reported a strong turnaround with a $7.55 million profit after tax for FY25 and a 28.9% portfolio return, declaring a 1.5 cent per share dividend. The company’s focused investments in emerging Australian and New Zealand companies underpin its robust performance and disciplined capital management.