Latest Portfolio Rationalisation News

Catalina Resources has reported a significant gold discovery at its Yerilgee Project in Western Australia, intersecting 48 metres at 2.61 grams per tonne from just 15 metres depth. This initial assay confirms a robust mineralised system with a high-grade core, setting the stage for further exploration.

Clime Investment Management reports a strong half-year operating profit surge and proposes a fully franked interim dividend, while streamlining its business to target sophisticated investors.

Bubs Australia has delivered a robust first half for FY26, powered by a 48% revenue surge in the US, prompting an upgrade to its full-year earnings guidance.

CVC Limited has finalized the unconditional sale of its Laverton property through a joint venture, forecasting a significant profit and strong cash inflow for FY 2026.

Pacific Current Group reported a net loss for the half-year ending December 2025, driven by significant non-cash impairments and disposals, while repaying its senior secured debt and declaring a fully franked interim dividend.

Close the Loop Limited reported a modest revenue increase for 1H26 but faced significant earnings declines due to operational challenges and strategic divestments. The company is focusing on core businesses and balance sheet strengthening to drive future growth.

Insignia Financial Group reported a strong half-year with revenue up 7.8% and profit after tax surging 569%, despite a significant impairment on an associate investment and no dividends declared.

Telstra Group Limited reported solid half-year results for December 2025, with revenue and profit growth underpinning a higher dividend and an expanded share buy-back program. The company’s Connected Future 30 strategy continues to drive operational momentum amid disciplined cost management.

Beacon Minerals has agreed to sell its MacPhersons Reward Project to Forrestania Resources for $5 million in cash and 36 million shares, sharpening its focus on core assets near Coolgardie.

Treasury Wine Estates reported a statutory loss driven by a significant US asset impairment but showed underlying growth in key markets. The company suspends its interim dividend and targets $100 million in annual cost savings through its TWE Ascent program.

Core Energy Minerals has expanded its rare earth element portfolio with the acquisition of the Itambe Project from Rio Tinto and reported promising exploration results at its Tunas Project in Brazil, supported by a $2.75 million capital raise.

Impact Minerals reports significant advancements in its High Purity Alumina projects, a strategic collaboration with US battery innovator C4V, and renewed exploration activities in NSW’s Broken Hill region.