Latest Investments News

Temple & Webster has delivered its most profitable April ever with EBITDA hitting around $2.5 million, setting the stage for a near doubling of earnings in FY27 despite weak consumer confidence.

Equus Energy’s Pre-FEED study confirms the technical and commercial viability of its North West Shelf gas project, leveraging existing infrastructure to reduce costs and execution risks while targeting both LNG export and WA domestic gas markets.

Anteris Technologies reported a $22.9 million net loss in Q1 2026 but bolstered its cash position to $283 million following a $320 million capital raise. The company is scaling manufacturing and clinical activities for its DurAVR transcatheter heart valve, with US patient enrolment now underway in the pivotal PARADIGM Trial.

Accent Group has laid out an ambitious Vision 2030 strategy aiming for $1.9 billion in sales and a 9%+ EBIT margin. Central to this plan is the expansion of Sports Direct stores and a focus on operational efficiencies and brand evolution.

Aristocrat Leisure delivered a strong half-year profit surge with 16% growth in normalised NPATA on a constant currency basis, driven by market share gains and strategic investments, while declaring a 50c interim dividend.

Develop Global has landed a substantial A$274 million underground mining contract at Core Lithium’s Finniss Project, marking a major shift from Bellevue Gold and boosting its lithium services portfolio.

Resolute Mining’s scoping study for its ABC Project in Côte d’Ivoire outlines a robust 12-year open pit gold operation with strong economic metrics, including a post-tax NPV of US$1.2 billion and a 39% IRR at US$3,500/oz gold.

Arafura Rare Earths has secured a binding offtake term sheet with Traxys North America to supply 500 tonnes per annum of NdPr oxide, underpinning its Nolans Project and supporting US critical minerals supply chains.

Barminco, Perenti's underground mining arm, has landed a significant A$850 million contract at Bellevue Gold Project, expanding its Australian footprint and requiring A$75 million growth capital in FY27.

Genmin has drawn strong international interest to finance its Baniaka iron ore project in Gabon, with proposals ranging from joint ventures to prepayment facilities. The Gabonese government backs the project as a national priority, aiming for a final investment decision by mid-2026.

Commonwealth Bank of Australia reported a steady cash profit of around $2.7 billion in 3Q26, balancing disciplined lending growth and cautious provisioning amid geopolitical and economic uncertainties.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.