Latest Portfolio Management News

Rokeby Resources has identified multiple new high-grade gold and antimony prospects at its Hurricane Project in Queensland, while advancing exploration at Macauley Creek with plans for early 2026 drilling.

Diversified United Investment Limited (DUI) and Australian United Investment Company Limited (AUI) have agreed to merge, creating a $2.5 billion investment entity expected to deliver higher dividends and operational efficiencies.

Raiden Resources has secured an 85% stake in the Crixás Gold Tailings Project in Brazil, presenting a low-capital pathway to near-term gold production. Meanwhile, exploration advances at the Vuzel Gold Project in Bulgaria aim to boost resource ownership amid rising precious metals prices.

BKI Investment Company reported a solid half-year performance with a 7% rise in operating results and a 1% increase in fully franked dividends, driven by a strategic portfolio rotation favoring resource stocks aligned with global growth themes.

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.