Latest Capital Management News

Channel Infrastructure reported steady FY25 financials with record throughput and key project progress, while raising dividends and expanding into Australia via a strategic pipeline stake.

Coventry Group Ltd posted a modest revenue increase to $187.4 million for the half year ended December 2025, but underlying EBITDA plunged 67.7% amid a statutory net loss of $9.7 million. A strategic review is underway as the company suspends dividends to focus on debt reduction and growth.

Ariadne Australia Ltd reported a modest net profit of $2.8 million for the half-year ended December 2025, underpinned by strong growth in its Orams Group investment and key strategic assets despite foreign exchange headwinds.

Patrys Limited reported a near doubling of its half-year loss to $3.02 million, driven by restructuring and a strategic pivot including the acquisition of Reliis Pty Ltd. The company is advancing a dual-platform biotech strategy combining a clinical-stage CNS asset with its proprietary antibody platform.

Tribeca Global Natural Resources Limited reported a remarkable turnaround with a $69.5 million net profit for the half-year ended December 2025, alongside a fully franked dividend declaration. The company’s net tangible asset per share more than doubled, reflecting strong commodity market dynamics and strategic investment execution.

Shriro Holdings reported solid half-year growth with revenue up 8.4% and NPAT rising 10%, underpinned by strong BBQ and kitchen appliance sales. The company reaffirmed its EBITDA guidance and announced a $15 million off-market share buy-back for FY26.

Beonic Limited reported a 5.5% revenue increase to $11.2 million and reduced its net loss to $1.44 million for the half-year ending December 2025. The company also repaid a $4.65 million loan and secured a major $7.3 million contract to deploy passenger flow management solutions across seven Moroccan airports.

Cynata Therapeutics reported a reduced half-year loss alongside progress in pivotal clinical trials, extending its cash runway into mid-2026. Investors await critical data from Phase 3 and Phase 2 studies expected in the coming months.

Duxton Farms Limited reported a significant half-year loss driven by acquisition and integration costs following a major portfolio expansion. The company is navigating a strategic shift towards diversified agriculture with plans to stabilise earnings over the coming years.

Saferoads Holdings Limited has reported a return to profitability with a $504k half-year net profit, driven by strong product sales following the sale of its Road Safety Rentals business. The company also announced a fully franked interim dividend of 0.5 cents per share.

US Masters Residential Property Group reported a $57.3 million net loss for 2025 amid a strategic shift to wind down operations by selling its entire US residential property portfolio by the end of 2026. The Group surpassed its aggressive 2025 sales target, setting the stage for capital returns to security holders.

Pengana Global Private Credit Trust reported a robust half-year performance with $7.5 million net profit and a stable NAV of $2.00 per unit, supported by a $69 million capital raise and an 8.9% annual yield. Despite increased market volatility, the Trust’s diversified private credit portfolio remains resilient.