Latest Derivatives News

Centuria Office REIT delivered a $55.2 million statutory profit in FY26 and near-record leasing, but its FY27 distribution guidance falls below this year’s payout. The balance sheet is stronger after a $1 billion refinancing, leaving occupancy and rental growth as the key tests ahead.

Antipodes Global SMID Fund delivered a sharp improvement in FY2026, with profit attributable to unitholders rising to $22.73 million and net assets expanding more than eightfold to $183.65 million. The fund also added a new unit class and brought its P Class units to the ASX under ticker MIDS.

Firetrail S3 Global Opportunities Fund (Managed Fund) (ASX:S3GO) delivered a 14.07% pre-fee return in the year to 30 June 2026, beating its MSCI World benchmark by 3.69 percentage points. Net assets rose to $36.471 million despite substantial net redemptions during the year.

Firetrail Alpha Plus Fund delivered a 19.05% pre-fee return in the year to 30 June 2026, more than tripling the S&P/ASX 200 Accumulation Index’s 6.01% gain. Net assets almost doubled to $42.944 million as the fund added an ASX-listed unit class and expanded its investor base.

Plato Global Shares Income Fund delivered a 19.89% net return for the year, beating its global benchmark by 4.94 percentage points, while net assets climbed to A$340.0 million. The fund also launched its ASX-listed PGI2 access product as distributions and investor applications expanded sharply.

Resolution Capital Global Property Securities Fund (ASX:RCAP) delivered an 18% net return for A Class units in the year to 30 June 2026, beating its hedged benchmark by 3.7 percentage points. Profit attributable to unitholders surged to $642.9 million as listed property securities generated substantial valuation gains.

Simble Solutions is extending its NanoSensor technology into terrestrial solar monitoring, using its existing SimbleSense and CarbonView platforms as a potential route to commercialisation. The opportunity remains at the benchmark-testing stage, with space-based solar identified as a longer-term possibility rather than an immediate product or revenue stream.

American Tungsten & Antimony has produced antimony ingot from Arizona-mined material at its Nevada refinery, providing the first physical demonstration of its proposed US mine-to-metal chain. The milestone creates samples for testing and customer qualification, but the underlying asset acquisition remains incomplete and product quality is yet to be disclosed.

Barrow Hanley Global Share Fund grew net assets attributable to unitholders to A$2.78 billion in the year to 30 June 2026, even as operating profit fell to A$374.7 million. Distributions more than doubled to A$483.1 million, reflecting a larger and more active fund rather than a straightforward improvement in underlying earnings.

Critica has produced a second high-grade mixed rare earth carbonate from its Jupiter project, closely matching the first product at 57.9% TREO. The latest laboratory result also carried higher magnet and heavy rare earth content, strengthening the case for further flowsheet development ahead of a scoping study.

Latrobe Magnesium has detailed the capital, feedstock and valuation assumptions behind its proposed 50 ktpa magnesium plant in South Carolina. The project retains strong headline economics, but funding, feasibility work and a final investment decision remain ahead.

Estrella Resources has expanded its Timor-Leste exploration footprint by 100km2 while securing conditional approval to export a 100-tonne manganese sample to an Indonesian customer. The company is also preparing 3,000 metres of drilling and a possible upgrade to part of its 621Mt Werumata limestone resource.