Latest Capital Discipline News

HealthCo Healthcare & Wellness REIT reports FY25 results marked by suspended distributions amid Healthscope receivership, while maintaining strong portfolio fundamentals and active tenant resolution efforts.

Bell Financial Group reported a sharp 44% drop in half-year profit to $9.3 million, citing market volatility impacting its broking segment. The company also trimmed its interim dividend to 3 cents per share, down from 4 cents.

Growthpoint Properties Australia reports a narrower statutory loss for FY25, achieves its Net Zero Target, and sets a confident outlook with increased funds management revenue and steady portfolio performance.

Redcastle Resources is progressing its Queen Alexandra gold project from scoping to pre-feasibility study preparation, focusing on closing critical data gaps and exploring funding options to accelerate development.

Dexus Industria REIT reported robust FY25 financials, marked by resilient income growth and strategic portfolio repositioning to 100% industrial assets. Key acquisitions and divestments, alongside a $230 million development pipeline, position the REIT for sustained growth.

Arena REIT reports robust FY2025 financial results marked by earnings growth, a strengthened portfolio, and significant progress on sustainability targets, while guiding higher distributions for FY2026.

Coronado Global Resources reported breakeven EBITDA in Q2 2025 despite a 24% drop in coal prices, driven by significant cost reductions and ramping up of expansion projects. The company forecasts stronger profitability and cash flow in the second half, supported by improved production and liquidity.

QBE Insurance Group reported a robust half-year performance with a 28% rise in adjusted net profit and solid premium growth, underpinning a confident outlook for 2025.

Light & Wonder reported solid Q2 earnings growth and margin expansion despite slight revenue dip, completed Grover acquisition ahead of schedule, and announced plans to delist from Nasdaq for a sole ASX listing by November 2025.

Havilah Resources has struck a binding deal with Heavy Rare Earths, granting earn-in rights to its Prospect Hill tin project with a $1.5 million exploration commitment over three years. The arrangement allows Havilah to focus on its copper assets while retaining significant upside exposure.

Kuniko Limited has made steady progress in developing its Norwegian battery metals projects, securing refinancing and preparing a rights issue to fund its next growth phase. Key partnerships and innovative exploration technologies underpin its strategic repositioning.

Babylon Pump & Power capped FY25 with its strongest rental segment performance and is poised to expand significantly following imminent acquisitions of Matrix Hydro Services and Blue Hire.