Latest Portfolio Management News

Flight Centre Travel Group posted strong nine-month growth with record transaction values and profit gains, while geopolitical unrest in the Middle East caused a $10 million hit to leisure profits in April. The corporate segment remains robust, and the company maintains its full-year profit guidance amid ongoing AI-driven efficiency improvements and strategic portfolio reshaping.

Navigator Global Investments (ASX: NGI) is acquiring a US$195 million portfolio of Net Revenue Share interests from Stable Asset Management, broadening its alternative asset manager ecosystem and raising A$145 million via a fully underwritten entitlement offer.

Condor Energy secures A$2.25 million in a placement to advance licence conversion, gas commercialisation, and exploration drilling readiness in its offshore Peru portfolio.

Environmental Clean Technologies (ASX: ECT) has advanced its PFAS remediation technology with a scalable high-voltage system achieving 1,000°C without additives, expanded its Flash Joule Heating licence to water treatment adsorbents, and formed an expert Advisory Board to accelerate commercialisation.

Omni Bridgeway reports strong investment activity and a robust pipeline for Q3 2026, maintaining solid returns and cost discipline amid global market volatility.

Powerhouse Ventures holds $6.14 million in liquid assets and advances new technology fund launch despite challenging market conditions.

Solara Minerals has identified compelling gold targets at Wilgeena through soil sampling and progressed drilling at Degrussa West, while maintaining a solid cash position to support ongoing exploration.

Prodigy Gold has boosted the indicated resource at its Hyperion Gold Deposit by 70%, lifting total resources to 454,000 ounces and progressing key mining approvals and joint ventures.

Cosmos Exploration is advancing its Bolivian lithium ambitions by exercising its option to acquire 100% of EAU Lithium and raising A$5 million to fund exploration and acquisition costs.

NH3 Clean Energy has marked strong progress in its WAH2 clean ammonia project by appointing Linde Engineering for FEED and securing a 15-year water supply agreement, setting the stage for a final investment decision by year-end.

Miramar Resources has completed a 19-hole RC drilling program at its Gidji JV Gold Project, revealing extensive shallow gold mineralisation including high-grade hits. The company also progressed project sales and acquisitions, supported by a $1.49 million capital raise and board reshuffle.

Barramundi Limited’s portfolio took a heavy hit in Q1 2026, with a 15.4% adjusted NAV decline amid AI disruption anxieties and geopolitical tensions. The fund responded by trimming tech holdings and adding miners BHP and Rio Tinto, betting on copper demand and scale advantages.