Latest Portfolio Management News

Northern Star Resources commits A$225 million to its FY26 exploration program, revealing promising drilling results and new prospects across key assets including Kalgoorlie, Yandal, Pogo, and the newly acquired Hemi Development Project.

CD Private Equity Fund II reported a reduced net loss of $2.43 million for the half-year to September 2025, supported by $9.45 million in distributions from portfolio realisations. Despite foreign exchange headwinds, the Fund maintains a diversified portfolio and a positive long-term return track record.

Global Masters Fund Limited (GFL) reported a robust 19.8% total return for FY2025, surpassing the MSCI World Index, while unveiling strategic moves to diversify beyond Berkshire Hathaway into private growth and regional quality funds.

Whitefield Income Ltd reports robust first-quarter earnings and announces a $53 million capital raising via placement and a Share Purchase Plan, maintaining its focus on delivering steady, franked dividends.

Noronex Limited has agreed to sell its Witvlei copper project in Namibia for A$4.5 million, enabling a sharper focus on its core Kalahari Copper Belt assets and uranium exploration. The staged payment deal includes options issuance and a royalty, signaling strategic portfolio refinement.

Black Cat Syndicate announces a leadership transition with James Bruce appointed as Managing Director from April 2026, succeeding founder Gareth Solly who will remain as a Non-Executive Director.

Oceania Healthcare Limited reported a robust 1HY26 performance, marked by increased sales volumes, improved care profitability, and disciplined capital management. The company’s strategic focus on sales, operational excellence, and debt reduction sets a solid foundation for sustainable growth.

US Masters Residential Property Group has surpassed its 2025 sales target with over US$200 million in property sales and significantly reduced its debt, while maintaining steady distributions to investors.

Champion Iron Limited has updated its dividend announcement, confirming an ordinary dividend of CAD 0.10 per share and its Australian Dollar equivalent for the first half of 2025.

Whitefield Industrials reported a 4% decline in net profit for the half-year to September 2025 but maintained a strong fully franked dividend and delivered portfolio returns above its benchmark.

Cobre Limited has landed a $4 million strategic investment from Tribeca Investment Partners to accelerate development of its Ngami In-Situ Copper Recovery project in Botswana, marking a key step toward commercialising this promising copper resource.

WAM Income Maximiser Limited has successfully raised $148 million through a Share Purchase Plan and Placement, expanding its funds under management beyond $300 million and declaring fully franked dividends with growth guidance through early 2026.