Latest Investment Portfolio News

AMCIL Limited reported a 14.8% increase in half-year profit to $4.1 million, maintaining its interim dividend amid a portfolio return that lagged the ASX 200 benchmark.

European Lithium has sold 5 million shares in Critical Metals Corp for about A$124 million, significantly increasing its cash reserves while retaining a substantial investment valued at over A$1.2 billion.

Australian Foundation Investment Company reports a 4.6% decline in half-year profit but sustains its interim dividend with a special payout, while portfolio returns lag the benchmark.

London City Equities reveals a strong half-year performance with an 18% rise in investment portfolio values and a favourable legal development involving Excelsior Capital. The company anticipates increased liquidity and is actively seeking new long-term investments.

Imperial Pacific reports a robust 17% increase in portfolio value for the half year ending December 2025, driven by gains in London City’s holdings and the strategic liquidation of Excelsior Capital. The company also paid a fully franked 7 cent dividend, signalling confidence despite pending audit reviews.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.

CPP Investments and Goodman Group have launched a A$14 billion partnership to develop data centres across key European markets, marking CPP’s first foray into European digital infrastructure.

Bailador Technology Investments has increased the valuations of its portfolio companies Updoc and PropHero, driving a notable uplift in net tangible assets per share and signaling strong early performance in FY26.

MFF Capital Investments appoints Gerald Stack as CEO and Managing Director, signaling a strategic evolution with a proposed dividend increase to 10 cents per share.

Charter Hall Limited has announced a 6% increase in its half-year distribution to 24.83 cents per security for the period ending December 31, 2025, reflecting steady growth in its property investment portfolio.

Queste Communications reported a slight net cash outflow from operations in November 2025 but maintains robust liquidity supported by a substantial loan facility and liquid ASX-listed investments.

DGR Global Limited highlights a significant re-rating of its SolGold investment, driven by SolGold’s strategic staged development and updated resource estimates at the Cascabel copper-gold project in Ecuador.