Latest Infrastructure Funds News

Anson Resources has raised Green River’s modelled post-tax NPV8 to approximately US$1.046 billion after incorporating two conditional Utah incentives. The uplift leaves the project’s US$569 million capital estimate and lithium-price assumption unchanged, but the benefits remain tied to construction, performance and financing milestones.

MC Mining has warned of a material uncertainty over its ability to continue as a going concern, despite its flagship Makhado project entering hot commissioning. The company ended FY2026 with US$2.904 million in cash, a US$49.746 million net current liability position and continued reliance on shareholder funding.

Mont Royal Resources has used its first post-merger annual report to set out the scale of the Ashram rare earths project, while flagging the funding, permitting and technical work still ahead. The updated study outlines a 30-year operation with a C$2.03 billion post-tax NPV, but remains a preliminary assessment rather than a development guarantee.

Resolution Capital Global Listed Infrastructure Fund (ASX:RII) delivered double-digit returns across all major unit classes in the year to 30 June 2026, beating its benchmarks by a wide margin. Net assets more than doubled to $424.7 million as profit rose to $56.0 million and investor distributions reached $25.7 million.

Magellan Infrastructure Fund (Currency Hedged) reported a $73.9 million profit for FY2026, down from $108.1 million the prior year, while boosting distributions to unitholders by over 270%.

Dexus has delivered a 37.0 cents per security distribution for FY26, matching guidance despite economic headwinds, while initiating a strategic review of infrastructure funds acquired in 2023 and forecasting lower earnings in FY27.

Argo Global Listed Infrastructure (ASX: ALI) reported a robust FY2026 with total assets rising to $529 million and a record fully franked dividend of 10 cents per share. The portfolio outperformed benchmarks, driven by strong gains in electric utilities and midstream energy sectors amid AI-driven data centre demand.

Dexus (ASX: DXS) reported steady FY26 results with AFFO of 45.0 cents per security and distributions of 37.0 cents, while initiating a strategic review of infrastructure funds following an adverse APAC court judgment.

Anson Resources has secured a conditional US$357.7 million incentive package proposal from Utah authorities, potentially easing capital and tax burdens for its Green River Lithium Project and enhancing its financial outlook.

NH3 Clean Energy (ASX:NH3) has updated investors on its WAH2 Project, aiming for commercial operations by 2030 to produce low-emissions ammonia for Asia-Pacific markets. The presentation highlights strategic advantages, partnerships, and a phased development plan amid ongoing contract and financing negotiations.

Vysarn Limited reported a record FY26 with NPBT of $20.9 million and operational revenue of $140.1 million, while completing the $50 million NewGround acquisition that boosts pro forma EPS by 26.7%.

Minerals 260 has completed a Pre-Feasibility Study and declared a maiden Ore Reserve for its Bullabulling Gold Project, revealing robust economics and a pathway to production by late 2028.