Latest Portfolio Optimisation News

Amcor has reported robust second quarter and half-year results for fiscal 2026, driven by the Berry acquisition and operational synergies. The company reaffirmed its full-year guidance and declared a higher quarterly dividend.

Charter Hall Social Infrastructure REIT (CQE) reported a robust half-year performance with a 51.6% jump in statutory profit and upgraded its FY26 distribution guidance, underpinned by strategic acquisitions and refinancing.

Ryman Healthcare has unveiled a refreshed strategy focused on growing recurring earnings and optimising its portfolio, targeting a $150 million sustainable cash flow improvement and $500 million cash release by FY29. The company plans to resume dividends from FY28, underpinned by a resilient balance sheet and disciplined capital management.

Pure One Corporation Limited has advanced its zero-emission mobility strategy with a new local vehicle assembly partnership, expanded US hydrogen market collaborations, and progressed the spin-out of its Australian gas assets via Eastern Gas IPO.

Raptor Metals Ltd has completed its takeover of Raptor Resources Limited, marking a strategic pivot to copper exploration in Canada’s Bathurst Mining Camp, backed by a fresh A$5 million capital raise.

88 Energy Limited has significantly expanded its Alaskan North Slope acreage and progressed its farm-out strategy despite regulatory delays, while maintaining a solid cash position to support ongoing exploration.

Nine Entertainment Co. is reshaping its media portfolio with the acquisition of QMS Media, the sale of its radio assets, and a regional TV affiliate deal, aiming to boost digital revenue to over 60% by FY27.

Coronado Global Resources reported a solid FY25 with increased saleable production and reduced mining costs, underpinned by key expansions and refinancing deals that set the stage for stronger cash flow in 2026.

Accelerate Resources has advanced its gold exploration at Balagundi and manganese prospects in Pilbara, bolstered by a $900,000 capital raise and a strategic joint venture at the Comet Gold Project.

Albright Metals has completed a key diamond drilling program at its Golden Pike Project in Canada and initiated antimony drilling at Bond Road, supported by a successful $1.98 million capital raise.

Genesis Energy has reported a robust second-quarter performance for FY26, underpinned by strong hydro generation and record-low thermal output, prompting an upward revision of its full-year earnings guidance. The company’s strategic focus on portfolio flexibility and renewable projects continues to drive margin quality and operational progress.

Westgold Resources has reported a record-breaking second quarter for FY26, with gold production surging 33% and underlying cash build doubling to $365 million, while maintaining a debt-free balance sheet.