Latest Market Dynamics News

BKI Investment Company posted a solid financial performance for FY2025 with a 1% increase in dividends and introduced a neutralised Dividend Reinvestment Plan to maintain capital neutrality. Despite modest portfolio underperformance against major ETFs, BKI continues to offer an attractive dividend yield amid shifting market dynamics.

Great Southern Mining has sold the Southern Star gold prospect licence to Regis Resources for up to A$9 million, including a strategic alliance to accelerate exploration in the Duketon Belt.

Ironbark Capital Limited has announced an on-market buy-back of up to 10.46 million ordinary shares, commencing July 21, 2025, and running through to July 2026. This move signals a strategic capital management initiative without requiring shareholder approval.

McPherson’s Limited anticipates FY25 revenue around $139 million with a strong second-half EBITDA rebound, while its strategic shift to third-party wholesalers sets the stage for significant EBIT gains in FY26.

Little Green Pharma reported a robust June 2025 quarter with record cash receipts and expanding European footprint, highlighted by a new production capacity in Denmark and the launch of its CherryCo brand in Germany.

Dreadnought Resources has fortified its balance sheet with an $8.5 million capital raise and secured a $15 million joint venture with Teck Resources, advancing its Mangaroon gold and critical minerals projects.

Australian Vintage Ltd is accelerating its inventory reduction by exiting the Millewa Vineyard lease early, unlocking over $8 million in net cash flow benefits and reshaping its grape sourcing strategy.

Mercury reports an 11% drop in FY25 total generation, with hydro output hitting its fourth lowest level since 1980. Yet, advances from the Karāpiro Hydro Rehabilitation and AI-driven Digital River platform lift hydro generation forecasts for FY26 and beyond.

Spartan Resources Limited will be removed from the S&P/ASX 200 index following its acquisition by Ramelius Resources, with Infratil Limited stepping in as its replacement.

Dexus Industria REIT has acquired a $40 million warehouse in Sydney’s Glendenning, aiming to enhance its industrial portfolio through strategic refurbishment and increased lettable space.

GTI Energy Ltd has announced a significant 40-for-1 consolidation of its securities, reshaping its capital structure with trading on the new basis set to begin in August 2025.

Qualitas Real Estate Income Fund (QRI) has announced a distribution of 1.0664 cents per unit for June 2025, translating to an annualised return of 8.11% based on net tangible assets. The fund continues to focus on Australian real estate loans secured by mortgages.