Latest Portfolio Management News

Count Limited reported robust FY2025 growth with funds under management surpassing $5.1 billion and increased dividends, while advancing its acquisition strategy and embracing AI-driven efficiencies.

Aureka Limited reports significant drilling successes at its Victorian gold projects, confirming resource extensions and high-grade intercepts, while initiating a strategic review of its Tandarra joint venture.

Omni Bridgeway reported a strong start to FY26 with A$136.6 million in cash investment proceeds and a robust pipeline of nearly A$318 million in potential new commitments. The company also settled a long-standing legal liability and is progressing well with fund capital raising.

ASF Group Limited reported a solid cash position of $2.44 million as of September 2025, driven by strategic investment moves and technology development, while extending its share buyback program.

IMEXHS Limited reported a 9% rise in Q3 FY25 revenue and a positive swing to $0.6m underlying EBITDA, reaffirming full-year guidance. Key contract wins and AI-driven efficiencies underpin margin gains despite political uncertainties in Colombia.

Desane Group Holdings has declared a special 2 cent per share dividend following the sale of a key property in Lane Cove, signalling a direct return of capital to shareholders.

ActivEX Limited reports progress on multiple Queensland mineral projects, including a major drilling campaign at Gilberton and advancing rare earth exploration, while managing its portfolio through asset sales and loan facility extensions.

Desane Group Holdings has completed the early settlement of its Lane Cove commercial property sale for $8.7 million, freeing capital to pursue fresh investment opportunities aligned with its strategy.

Whitefield Industrials reports a $10.5 million net profit for H1 2026, with a strong 17.1% annualised return over three years, maintaining its track record of benchmark outperformance and announcing a 10.5 cent fully franked dividend.

Krakatoa Resources has agreed to sell its non-core Belgravia Project in New South Wales for $350,000, redirecting capital to advance its strategic Zopkhito Antimony-Gold Project in Georgia, a critical minerals asset positioned to serve European markets.

Infinity Metals reports progress on its San Jose lithium mining license application in Spain while facing drilling delays and strategic shifts in its Australian gold-copper projects.

Galan Lithium has secured new exploration licences adjacent to the world-class Greenbushes lithium mine, setting the stage for a targeted Australian exploration program alongside its flagship Argentine projects.