Latest Portfolio Management News

BKI Investment Company Limited reported a 10% increase in net profit after tax to $34.3 million for the half-year ended 31 December 2025, alongside a modest rise in its interim dividend. The company’s portfolio performance reflected mixed sector trends amid a volatile market.

Finder Energy Holdings has completed the acquisition of the Petrojarl I FPSO, a critical step that de-risks the KTJ Project and accelerates its path to a Final Investment Decision expected by mid-2026. The company also secured A$25 million in funding and achieved a significant resource upgrade.

Miramar Resources is advancing its exploration programs with planned drilling at the Gidji JV Gold Project and Chain Pool, backed by a $1.2 million placement and strategic board appointments.

Morella Corporation has advanced its Mt Edon Rubidium-Lithium Project towards drilling readiness, supported by strong metallurgical results and fresh funding. The company also initiated legal proceedings related to past asset sales, underscoring a busy start to 2026.

BWP Trust has agreed to sell the Chadstone Homeplus Homemaker Centre for $86.025 million, achieving a premium over its fair value and a strong internal rate of return since acquisition.

CD Private Equity Fund II announces a $0.38 per unit distribution reflecting recent portfolio realisations, delivering nearly double the initial investment in returns since inception.

West Wits Mining has transitioned its Qala Shallows project from mobilisation to underground production, delivering first ore to surface and targeting its first gold pour in March 2026. The company has secured substantial funding to support this milestone and future growth.

Rivco Australia Limited has completed its internalisation, reporting a modest decline in net asset value alongside rising water spot prices and a strong dividend yield, signaling evolving dynamics in the water entitlements market.

Astral Resources reports strong high-grade gold assay results from recent drilling at its Feysville and Mandilla projects in Western Australia, highlighting significant extensions beyond current resource models and advancing development prospects.

Babylon Pump & Power has agreed to sell its non-core Ausblast business for $2.8 million, streamlining operations and boosting capital for its water management and rental services.

Djerriwarrh Investments Limited reported a $20.7 million half-year profit with a steady fully franked dividend, despite portfolio returns lagging the ASX 200. The company signals a strategic pivot with quarterly dividends and selective portfolio adjustments.

Westar Resources reported significant progress in its December 2025 quarterly activities, including new tenement grants and advanced data acquisition at key gold and copper projects. The company also completed a partial capital raise, positioning itself for further exploration.