Latest Investment Portfolio News

Platinum Asia Investments Limited (PAI) held a pivotal Scheme Meeting seeking shareholder approval to restructure by exchanging shares for units in the Platinum Asia Fund Complex ETF (PAXX), accompanied by a special dividend payment. The outcome will reshape PAI’s investment management and ownership structure.

Ariadne Australia Limited anticipates a near breakeven total comprehensive income for FY25, balancing solid profits with significant portfolio losses and partnership costs.

Sequoia Financial Group reports robust FY25 growth with improved margins and a fully franked dividend, while navigating regulatory scrutiny and governance reforms.

FBR Limited has locked in a A$20 million share subscription facility with GEM Global Yield LLC, providing flexible capital to advance its innovative robotics platforms and commercialisation efforts.

WAM Alternative Assets Limited has announced a 15.4% increase in its fully franked final dividend for FY2025, reflecting robust portfolio gains and a confident outlook under Wilson Asset Management's stewardship.

Platinum Capital Limited has pulled its proposed scheme of arrangement due to insufficient shareholder support but will proceed with an on-market buy-back. Meanwhile, L1 Capital pushes for management control and board renewal.

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.

Brickworks Limited has announced a fully franked final dividend of 48.4 cents per share for FY2025, linked to Washington H. Soul Pattinson’s dividend as part of their proposed merger. The dividend will be paid regardless of the merger outcome.

Ragnar Metals confirms multiple Iron Oxide Copper Gold (IOCG) prospects in southern Sweden, expanding its landholding to 159 km² and strengthening its strategic position in gold and critical minerals.

Omni Bridgeway Limited has reported record investment proceeds of A$555.5 million for FY25, underpinned by robust completions and a growing pipeline. Positive regulatory shifts in key markets further bolster the company’s outlook.

Garda Property Group reported a 4.3% rise in revenue and a significant reduction in losses for FY25, alongside a modest decline in net tangible assets per security. Investors welcomed the return of dividends after a year without payouts.

Gullewa Limited reports significant progress in its mining and property ventures, including a major drilling campaign and lot sales, setting the stage for an updated resource estimate.