Latest Market Positioning News

WAM Strategic Value Limited has delivered a robust 9.8% portfolio gain in H1 2025, outperforming the ASX index and announcing a 200% increase in operating profit alongside a higher fully franked interim dividend.

Element 25 Limited is making significant strides in its Butcherbird Expansion Project, targeting a manganese concentrate output of 1.1 million tonnes per annum with key contracts shortlisted and financing progressing.

Great Dirt Resources has raised $1.446 million through a discounted share placement and appointed seasoned resource executives to drive its growth strategy.

Tivan Limited’s maiden drilling at the Sandover Fluorite Project has delivered ultra high-grade fluorite assays, confirming a robust mineralised system with promising metallurgical qualities. The company is gearing up for a significant follow-up drilling campaign to expand resource definition.

Centuria Industrial REIT has released its HY26 Property Compendium, detailing a diversified portfolio of industrial assets across Australia valued at nearly $4 billion. The report highlights strong occupancy, long lease terms, and strategic locations near major infrastructure.

GQG Partners reported a rise in Funds Under Management to USD 165.7 billion as of January 2026, buoyed by strong investment performance despite notable net outflows during the month.

The Agency Group Australia reports robust Q2 FY26 growth with a 41% jump in Gross Commission Income and expanding national footprint. The company is accelerating its push into East Coast markets while managing supply constraints in Western Australia.

Regal Partners Global Investments Limited (ASX, RG1) has reported a remarkable turnaround with a $103.5 million profit after tax for the half-year ended 31 December 2025, alongside a 6.0 cent fully franked interim dividend and an active share buy-back program.

Critical Metals Corp has released final assay results from its 2025 drilling program at Greenland’s Tanbreez Rare Earths Project, confirming broad and consistent rare earth mineralisation with promising resource growth potential.

Connexion Mobility has secured a key contract to supply its OnTRAC software platform for General Motors Canada’s nationwide rollout of the Enhanced Exposure Program, modernising dealership vehicle management.

Boab Metals has obtained the last major environmental approval needed to kickstart construction at its Sorby Hills Silver-Lead-Zinc Project in Western Australia, setting the stage for production in 2027.

Bailador Technology Investments reports a strong HY26 with a 9.5% post-tax NTA per share increase to $1.76 and declares a fully franked interim dividend of 3.9 cents. The technology-focused portfolio saw revenue surge 42% to $673 million, underpinned by robust cash realisations including a $25 million partial sale of SiteMinder.