Latest Portfolio Optimisation News

Perseus Mining has agreed to sell its majority interest in the Meyas Sand Project in Sudan for US$260 million, marking a strategic shift amid regional conflict. The deal will bolster Perseus’s balance sheet and refocus resources on core assets.

ARN Media Limited reported a 10% revenue decline in FY25 alongside a strategic reset focusing on digital transformation and cost savings. Leadership changes and improved cash flow underpin the company’s pivot to a digitally driven entertainment model.

Aeris Resources has reported a robust half-year performance with a 62% jump in profit, a successful $101.6 million equity raise, and a strategic divestment of North Queensland assets. The company also announced plans to acquire Peel Mining’s South Cobar Copper Project, signaling an aggressive growth trajectory.

Catalina Resources has divested its Nelson Bay River iron ore project and secured a capital injection from Newcam Metals at a significant premium, bolstering its financial position for future exploration.

Nine Entertainment reports a 6% increase in Group EBITDA to $201 million and a 30% jump in net profit, driven by strong streaming and digital subscription growth amid strategic portfolio shifts.

EVT Limited reported a robust first half for 2026 with revenue rising 5.4% to A$683.8 million and net profit up 21.6%, driven by strong performances in Germany, Thredbo, and Hotels. Strategic acquisitions, including Pro-invest Hotels and QT Auckland, underpin the group’s growth ambitions.

Newmont Corporation’s 2025 Annual Report reveals a robust financial performance driven by higher gold prices and portfolio optimisation, alongside significant progress in key development projects and sustainability initiatives.

QBE Insurance Group has reported its strongest financial performance in over a decade for 2025, with a 7% premium growth and a combined operating ratio improvement to 91.9%. The insurer also raised its dividend and announced a substantial share buyback, signaling confidence in sustained growth.

Aspen Group Limited reported a robust half-year result for December 2025, with statutory profit up 15% and a 51% surge in underlying earnings, driven by rental portfolio expansion and accelerated development settlements.

Aristocrat Leisure reported robust FY25 results with double-digit revenue and profit growth, underpinned by strategic divestments and investments in AI. The company’s FY26 outlook remains positive, driven by market share gains and new product launches.

IGO Limited reports a marked improvement in its half-year results, narrowing losses and boosting cash flow amid operational challenges and strategic asset sales.

HealthCo Healthcare & Wellness REIT posted solid half-year results amid ongoing efforts to resolve the Healthscope hospital portfolio situation, maintaining strong operational metrics and capital discipline.