Latest Fund Strategy News

Evolution Energy Minerals initiates a strategic review and cost-cutting at its Chilalo graphite project while progressing a farm-out deal for its Chikundu Cu-Pb-Zn VHMS prospect with Oscillate plc.

Audio Pixels Holdings Limited reports significant progress in its MEMS fabrication and ASIC development, targeting wafer completion by Q2 2025 while managing funding and ASX suspension challenges.

Qualitas Real Estate Income Fund (QRI) has announced its April 2025 distribution, delivering a 7.60% annualised return based on its forecast net tangible asset value. The fund continues to focus on Australian real estate loans secured by mortgages, underpinning its income strategy.

DMC Mining Group reported a modest cash outflow for the March quarter while securing a key loan facility variation and progressing a $6 million capital raising to support ongoing operations.

Piche Resources Limited reported a solid cash position for Q1 2025, underpinned by a significant AUD 9.14 million equity raise and a closing cash balance of AUD 5.8 million. Despite ongoing operating outflows, the company’s funding runway remains robust, offering a comfortable buffer for its exploration activities.

North Stawell Minerals Ltd reported a significant reduction in cash reserves for the quarter ending March 2025, highlighting a potential capital raising as exploration activities near completion.

Resource Base Limited has bolstered its portfolio with two new tenements in the Gawler Craton, South Australia, while managing a modest cash reserve of $0.93 million and raising $45,300 through a loyalty option offer.

Microba Life Sciences reports robust growth in microbiome diagnostic testing across Australia and the UK, while advancing US market entry plans and transitioning its Therapeutics business to a partnering model.

Waratah Minerals Limited disclosed a quarterly cash outflow of AUD 1.757 million driven by exploration and staff costs, ending March 2025 with AUD 2.436 million in cash. The company plans a capital raise to sustain ongoing drilling at its Spur Project.

Noxopharm Limited has successfully cleared key preclinical hurdles for its SOF-SKN™ lupus drug and expanded its Sofra™ platform collaborations, supported by fresh funding to propel upcoming clinical trials.

Plenti Group Limited reported a standout 4Q25 with record loan originations of $407 million and a 126% jump in full-year Cash NPAT to $13.8 million, driven by robust growth across automotive, renewable energy, and personal lending.

Arafura Rare Earths has marked a pivotal quarter with a A$200 million cornerstone equity commitment for its Nolans Project, alongside binding offtake agreements securing two-thirds of its NdPr oxide target amid rising rare earth demand and geopolitical tensions.