Latest Capital Discipline News

Winsome Resources signals it is unlikely to exercise the Renard Option by August 2025 due to ongoing lithium market volatility, while maintaining strong focus and funding for its flagship Adina Lithium Project.

Web Travel Group Limited reported a robust 22% increase in Total Transaction Value for FY25, despite a 14% dip in EBITDA due to margin pressures and higher costs. The company is strategically investing in supply and technology to target $10 billion TTV by FY30.

Hastings Technology Metals has struck a deal to acquire the Whiteheads Gold Project, adding a substantial gold asset near Kalgoorlie to its portfolio and targeting a maiden resource by year-end.

Elders Limited has reported a robust 67% increase in underlying EBIT for the first half of FY25, driven by higher livestock prices and strategic acquisitions, while navigating challenges from dry weather impacting crop inputs.

AJ Lucas Group has extended and increased its senior debt facility to $50 million, fully repaid its junior loan, and secured a shareholder loan extension with lower interest rates, positioning the company for reduced financing costs and future growth.

Macquarie Group reported a 5% increase in net profit to A$3.7 billion for FY25, driven by strong asset management and banking results despite a dip in commodities. The group also extended its $2 billion share buyback and declared a solid final dividend.

Orica Limited reported its strongest half-year EBIT in over a decade, driven by robust demand for premium blasting products and technology adoption, alongside significant safety and sustainability achievements.

Temple & Webster reports a strong trading update with revenue growth accelerating to 23% since March and a positive EBITDA margin outlook for FY25, despite ongoing economic headwinds.

Endeavour Group reports a challenging Q3 with Retail sales down 3.1% and Hotels up 5.1%, while announcing Jayne Hrdlicka as incoming CEO and maintaining capital and finance guidance.

Winchester Energy has signed a non-binding term sheet with Jaguar Exploration to jointly pursue offshore exploration rights in Peru, while maintaining steady production and implementing cost reductions in its Texas operations.

Echelon Resources delivered a robust March 2025 quarter with production volumes up 5% and development wells at Mereenie surpassing expectations. The company also moved to acquire full operatorship of EP145 in the Amadeus Basin, signaling strategic growth despite exploration setbacks.

EOS is midway through a strategic turnaround, divesting non-core assets and strengthening its balance sheet while advancing cutting-edge counter-drone, high energy laser weapons, and space control technologies amid robust global demand.