Latest Portfolio Management News

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.

Imperial Pacific reports a robust 17% increase in portfolio value for the half year ending December 2025, driven by gains in London City’s holdings and the strategic liquidation of Excelsior Capital. The company also paid a fully franked 7 cent dividend, signalling confidence despite pending audit reviews.

AVITA Medical reported solid 11% revenue growth in 2025 and secured a $60 million credit facility to fuel its next phase of expansion, projecting up to 19% revenue growth in 2026.

CD Private Equity Fund II has completed a full exit from a key underlying investment, generating robust returns and preparing to distribute proceeds to unitholders in early 2026.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.

EVT Limited has acquired the premium QT Auckland hotel for NZ$87.5 million, reinforcing its strategic presence in key city markets while divesting non-core assets to focus on high-performing properties.

Centuria Capital Group has announced an ordinary fully franked dividend of AUD 0.052 per security for the half-year ending December 2025, signaling steady income for investors.

State Street Global Advisors has announced estimated distributions for its suite of SPDR ETFs for the period ending December 31, 2025, providing investors with key income expectations across Australian and international equities as well as fixed income funds.

Arena REIT reports a $61 million uplift in portfolio valuation for H1 FY2026, driven by strong investor interest in early learning centres and a tightening yield environment. The company reaffirms its FY2026 distribution guidance, signaling confidence in its growth trajectory.