Latest Portfolio Optimisation News

Eminence Minerals has sold its non-core Mata da Corda Project in Brazil for USD 2 million, boosting its cash reserves and sharpening focus on priority assets.

Lendlease has finalised the sale of its UK Build to Rent portfolio at Elephant Park, London, recycling capital with cash proceeds of approximately $260 million expected in FY26.

APA Group projects a final distribution of 30.5 cents per security for the six months ending June 2026, marking a modest 1.7% increase over the prior year and maintaining full-year guidance.

Ryman Healthcare has opened a NZ$100 million fixed rate bond offer maturing in 2032, featuring an exchange mechanism for existing bondholders and a minimum interest rate of 5.60%. The offer targets institutional and retail investors and aims to refinance debt and diversify funding.

Lendlease is advancing its capital recycling strategy by selling the development rights to its Milano Santa Giulia North project in Milan for approximately $250 million, anticipating a significant operating loss in FY26.

Infragreen launches a strategic review revealing a $10 million on-market buyback and potential asset sales to address significant undervaluation despite strong FY26 growth forecasts.

Eagers Automotive delivered record $13 billion revenue and underlying EBITDAI of $620.9 million in 2025, boosted by strategic investments in CanadaOne Auto and Mitsubishi Corporation. The company’s 2026 outlook is positive, supported by strong order books and easing supply constraints.

Ryman Healthcare reported a substantial reduction in net loss for FY26 alongside its first positive free cash flow in over a decade, driven by operational improvements, refinancing, and land divestments.

Investore Property Limited reported a resilient FY26 with 14% portfolio growth driven by acquisitions, maintained dividends, and proactive capital management amid inflationary pressures.

Castle Minerals has locked in a 90% stake in the Nielle Gold Project, a high-grade asset in a prolific West African gold belt, while planning to divest its Ghanaian holdings and rebrand as TerraNova Metals.

Ariana Resources has monetised part of its Zenit holding for US$19.5 million cash, retaining a 9.9% stake and boosting its war chest to advance the Dokwe Gold Project feasibility study in Zimbabwe.

Alicanto Minerals has struck strategic earn-in agreements for its Swedish projects potentially worth A$21 million, while expanding its Mt Henry Gold Project footprint in Western Australia and proposing a name change to Sinclair Gold.