Latest Portfolio Optimization News

A single exploration name blew the doors off the leaderboard, while two well-known uranium plays and a Nevada explorer sank hard. Behind the noise: deals got closer to completion, big raisings reset prices, and several “good news” gaps didn’t survive the week.

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.

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.

Latitude 66 Limited has secured an 80% stake in the Laverton Gold Project, delivering promising initial drilling results that highlight significant gold mineralisation and potential for rapid resource growth.

EVT Limited has acquired the premium QT Auckland hotel for NZ$87.5 million, reinforcing its strategic presence in key city markets while divesting non-core assets to focus on high-performing properties.

Acrux Limited has sold the US registration and distribution rights for its Prilocaine 2.5% and Lidocaine 2.5% cream for US$550,000, redirecting resources towards its growing Hormone Replacement Therapy portfolio.

FireFly Metals has launched a dual capital raising initiative, combining a $5 million Share Purchase Plan for eligible shareholders and a C$15 million Canadian flow-through share offer, aimed at funding key development and exploration activities at its Green Bay Copper-Gold Project.

DorsaVi reports significant progress in its resistive RAM (RRAM) development, optimizing memory technology for integration with neuromorphic computing at the 22nm technology node. This advancement positions the company to deliver energy-efficient edge-AI solutions for wearables, robotics, and industrial safety.

Regis Healthcare has agreed to sell two aged care homes in Far North Queensland to Ozcare, securing a $25 million pre-tax gain and signaling a strategic portfolio shift towards premium locations.

Collins Foods has reported record half-year results driven by strong revenue growth, margin expansion, and operational excellence across its Australian and European markets. The company also raised its profit guidance and declared a higher interim dividend.

Bubs Australia Limited reported a solid FY25 with $102.5 million revenue and outlined ambitious FY26 guidance targeting up to $125 million, driven by overseas markets and strategic investments.

Infratil Limited reported a 7% rise in operational EBITDAF to NZ$514 million for the first half of FY26, driven by strong performances from Longroad Energy and CDC Data Centres. The company also announced significant divestments, including its 20% stake in Fortysouth and a legacy property asset, while maintaining its interim dividend.