Latest Equity Portfolio News

Thorney Opportunities Ltd posted a sharp 76% decline in profit after tax for FY2025 yet declared a higher fully franked final dividend and reported growth in net tangible assets per share.

360 Capital Group has reported a significant profit increase for FY25 alongside a stable dividend and a substantial $0.40 per security special distribution, reflecting strong cash reserves and strategic growth in real estate credit.

Plato Income Maximiser Limited has reported a robust financial year ending June 2025, with net profit after tax rising to $83.6 million and its investment portfolio outperforming the benchmark in both income and total return. The company also maintained its highest-ever fully franked monthly dividends since listing.

WAM Income Maximiser Limited has reported a profitable first half since its April 2025 IPO, declaring its inaugural fully franked monthly dividend and setting guidance for dividend growth. The company’s diversified portfolio of ASX300 equities and investment grade corporate debt has delivered promising returns, underpinning its income and capital growth objectives.

Pengana International Equities Limited (ASX, PIA) proposes a strategic portfolio enhancement by adding global private credit exposure, aiming to significantly lift fully franked dividends and diversify income streams.

Pengana International Equities is set to diversify its portfolio by adding global private credit exposure, aiming to increase earnings and fully franked dividends by 56%, with monthly payments starting November 2025.

Pengana International Equities reported a solid $33.8 million profit for FY2025 and unveiled a strategic plan to diversify into global private credit, aiming to increase dividends by over half and shift to monthly payments.

Brickworks Limited and Washington H. Soul Pattinson have unveiled plans to combine under a newly capitalised ASX-listed entity, Topco, aiming to simplify their complex cross-shareholding and unlock shareholder value. Shareholders are set to vote on the scheme in September, with the merger expected to enhance liquidity and deliver dividend accretion.

Austral Gold’s Q2 2025 report reveals a production decline at its flagship Guanaco Mine alongside rising costs, while refurbishment at its Casposo Plant advances on schedule for a second-half restart.

WAM Income Maximiser (ASX – WMX) has declared its first monthly fully franked dividend, marking a significant milestone shortly after its April 2025 IPO. The company aims to steadily grow dividends while targeting a yield above the RBA cash rate.

Rewardle Holdings reported a strong March quarter with positive operational cash flow of $1.36 million, driven by its strategic partnership with MedTech firm CloudHolter, while progressing towards ASX relisting.

Macquarie Group’s 3Q25 trading update reveals strong growth in its annuity-style businesses, while markets-facing segments face pressure from subdued commodity markets, resulting in a mixed financial performance for the year to date.