Latest Portfolio Management News

Lion Selection Group Limited reported a robust $39.2 million net profit for the year ended July 2025, driven by strong mark-to-market gains and strategic investments in Australian mining companies. The company’s portfolio value nearly doubled, reflecting timely market moves and a focus on precious and base metals.

DigitalX Limited reports a robust treasury valued at nearly A$98.5 million, with Bitcoin exposure rising to 502.3 BTC despite recent price swings. The company continues to leverage staking yields from Solana assets as part of its diversified digital asset strategy.

LDR Assets Pty Ltd, controlled by the Lederer Family Office, has made an off-market takeover bid for all stapled securities of the Elanor Commercial Property Fund at a premium price, citing concerns over ECF's recent financial performance.

Alternative Investment Trust (AIQ) has successfully completed a 1 for 1 non-renounceable rights issue, issuing over 23 million new units and significantly increasing its cash reserves.

Barton Gold Holdings reveals promising metallurgical test results from its Wudinna Gold Project, showing gold recoveries up to 99.3% and potential cost savings through concentrate trucking to existing mills.

Investigator Resources has revamped its Definitive Feasibility Study for the Paris Silver Project, leveraging higher silver prices and secured water to fast-track production. The company also advances exploration and streamlines its portfolio to sharpen focus on precious metals growth.

Elanor Commercial Property Fund’s Independent Board Committee has unanimously recommended rejecting Lederer Group’s unsolicited $0.70 per security takeover offer, citing significant undervaluation and strategic risks. The committee advises securityholders to take no action until a detailed target’s statement is released.

WAM Income Maximiser Limited has declared a fully franked dividend for September, reflecting robust portfolio growth since its April 2025 launch. The investment portfolio has outperformed benchmarks, positioning the company well for its income return targets.

Ryder Capital Limited reports a striking 12.75% preliminary gain in its investment portfolio for August 2025, lifting its pre-tax net tangible assets per share to $1.964 before dividend payout.

PT Aneka Tambang Tbk (ANTAM) posted a 7% increase in sales to Rp23.19 trillion in the first half of 2024, driven by strong domestic gold sales, and reported a net profit of Rp1.51 trillion. The company also completed significant divestments, retaining control of SDA while divesting majority ownership in FHT.

Fat Prophets Global Contrarian Fund Ltd has reported a robust 56% increase in net profit for the year ended 30 June 2025, driven by strong investment returns and a leveraged global equity portfolio. The company also declared a fully franked special dividend, reflecting confidence in its ongoing performance.

Halo Technologies Holdings Ltd reported a $6.06 million half-year loss, narrowing from last year’s $8.04 million, while preparing an $11 million rights issue to bolster its finances amid auditor concerns over asset valuations.