Latest Portfolio Optimisation News

Orica Limited reported its strongest half-year EBIT in over a decade, driven by robust demand for premium blasting products and technology adoption, alongside significant safety and sustainability achievements.

Endeavour Group reports a challenging Q3 with Retail sales down 3.1% and Hotels up 5.1%, while announcing Jayne Hrdlicka as incoming CEO and maintaining capital and finance guidance.

NT Minerals reports encouraging copper and gold anomalies at its Twin Peaks Project using advanced Ultrafine™ analysis, alongside a significant magnetite Exploration Target. Corporate moves include E79 Gold Mines exercising its Mountain Home option and ongoing talks to divest Redbank Copper Project assets.

Strike Resources has made significant strides in advancing its Apurimac Iron Ore Project in Peru, engaging closely with government officials and infrastructure partners to secure critical logistics and permitting milestones. Meanwhile, its stake in Lithium Energy Limited sees progress amid asset sales and spin-out plans.

G8 Education reported a robust 2024 financial and operational performance at its 2025 AGM, highlighting strategic progress and cautious optimism for 2025 despite early occupancy headwinds.

BNK Banking Corporation has reversed prior losses with a strong Q3 FY25 profit, driven by strategic loan sales and improved net interest margins. The bank’s focus on portfolio optimisation and capital management signals a new phase of sustainable growth.

Touch Ventures Limited reported a substantial $24.9 million net loss for 2024, driven by impairments in legacy investments, while strategically pivoting with new stakes in Tixel and Reshop and welcoming Gannet Capital as a major shareholder.

HomeCo Daily Needs REIT has reported a remarkable turnaround in its half-year results, posting a $116.8 million profit compared to a loss last year, while maintaining stable revenue and distributions.

SGH Ltd has reported a robust half-year performance for the period ending December 31, 2024, with revenue up 2.2% and net profit soaring 174.5%, underpinned by strong operational segments and strategic acquisitions.

Hotel Property Investments (HPI) reported a robust half-year profit of A$16.7 million, driven by rising rental income and property valuations, while managing significant takeover defence costs amid Charter Hall Retail REIT and Hostplus bids.

BWP Trust reported a robust half-year performance with a 22.2% rise in total income and a 2% increase in interim distribution, underpinned by portfolio expansion and strong rental growth.

BOA Resources Limited reveals its strategic drilling plans for 2025 targeting key lithium and nickel tenements in Western Australia, alongside a refreshed board and ongoing asset optimisation.