Latest Portfolio Management News

Lion Energy has made steady progress on its Port of Brisbane Green Hydrogen Project while moving closer to securing funding for a key drilling operation in Indonesia’s East Seram PSC.

Djerriwarrh Investments Limited has raised its fully franked final dividend to 8.25 cents per share, delivering an enhanced yield well above the ASX 200, despite a portfolio return that lagged the broader market. The company’s strategic portfolio adjustments and option income underpin its income-focused approach.

Clime Investment Management has reported a solid operating profit for the June quarter, declared a fully franked dividend, and announced strategic expansions in staff and product offerings.

Novo Resources reports strong June quarter progress with high-grade gold intercepts at Tibooburra and new target zones at John Bull, advancing multiple projects across Australia.

Hamelin Gold Limited has progressed key drilling programs in Western Australia’s premier gold provinces, backed by a recent $2.8 million capital raise that leaves it well-funded for ongoing exploration.

Australasian Metals Limited has reported encouraging progress at its Queensland gold and bauxite projects, highlighted by promising gold assays and elevated gallium grades, while maintaining a solid cash position of $3 million with no debt.

CZR Resources is set to commence an extensive drilling campaign at its Croydon Gold Project in Western Australia’s Pilbara, targeting promising shallow gold mineralisation and potential large-scale intrusive systems akin to the nearby Hemi deposit.

Australian Foundation Investment Company Limited (AFIC) reported a $285 million net profit for FY2025, declaring a fully franked 14.5c final dividend plus a 5c special dividend tied to capital gains from portfolio adjustments.

Falcon Metals has reported extraordinary high-grade gold intersections at its Blue Moon Prospect in Victoria, alongside promising exploration progress in Western Australia and ongoing challenges at its Farrelly Mineral Sands Project.

Newmont Corporation reported a robust second quarter in 2025, driven by higher gold prices, successful divestitures of non-core assets, and strong operational performance, reinforcing its financial strength and strategic focus.

Cromwell Property Group has agreed to sell its 50% stake in a prime Chatswood property for $87 million, aiming to boost FY2026 earnings and reduce debt levels.

Woodside Energy reported a 2% rise in quarterly production and lowered unit costs, while the Louisiana LNG Project’s final investment decision and a major Stonepeak partnership unlock significant future value.