Latest Portfolio Management News

RAM Essential Services Property Fund (REP) reports a Q1 FY26 distribution in line with guidance and reaffirms its full-year yield target while progressing its strategic transition to a healthcare-focused REIT.

Bailador Technology Investments has realised $25 million from its SiteMinder stake at a premium, while maintaining a controlling interest and signalling confidence in the company’s growth.

Arena REIT has declared a quarterly distribution of 4.8125 cents per security, aligning with its FY26 guidance, while offering investors a discounted Dividend Reinvestment Plan option.

Equinox Resources has agreed to sell its Alturas Antimony Project in British Columbia to Maxus Mining, freeing up capital and focus for its core iron ore ambitions in Western Australia.

CZR Resources has completed a $75 million cash sale of its Robe Mesa iron ore asset, leaving it debt-free and well-funded for aggressive exploration. The company is gearing up for drilling programs across its gold, copper-zinc-silver, and iron ore projects in Western Australia.

Lion Selection Group Limited reported a robust $39.2 million net profit for the year ended July 2025, driven by strong mark-to-market gains and strategic investments in Australian mining companies. The company’s portfolio value nearly doubled, reflecting timely market moves and a focus on precious and base metals.

DigitalX Limited reports a robust treasury valued at nearly A$98.5 million, with Bitcoin exposure rising to 502.3 BTC despite recent price swings. The company continues to leverage staking yields from Solana assets as part of its diversified digital asset strategy.

Alternative Investment Trust (AIQ) has successfully completed a 1 for 1 non-renounceable rights issue, issuing over 23 million new units and significantly increasing its cash reserves.

Barton Gold Holdings reveals promising metallurgical test results from its Wudinna Gold Project, showing gold recoveries up to 99.3% and potential cost savings through concentrate trucking to existing mills.

Elanor Commercial Property Fund’s Independent Board Committee has unanimously recommended rejecting Lederer Group’s unsolicited $0.70 per security takeover offer, citing significant undervaluation and strategic risks. The committee advises securityholders to take no action until a detailed target’s statement is released.

WAM Income Maximiser Limited has declared a fully franked dividend for September, reflecting robust portfolio growth since its April 2025 launch. The investment portfolio has outperformed benchmarks, positioning the company well for its income return targets.

Ryder Capital Limited reports a striking 12.75% preliminary gain in its investment portfolio for August 2025, lifting its pre-tax net tangible assets per share to $1.964 before dividend payout.