Latest Portfolio Rationalisation News

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.

Catalina Resources has kicked off a substantial drilling campaign at Central Yilgarn and completed the acquisition of the Beasley Creek Gold Project, signalling a strategic expansion in Western Australia’s gold exploration landscape.

Pure Resources Limited has bolstered its financial position with a $1.7 million placement and confirmed the presence of premium large to jumbo flake graphite at its Garnet Hills Project, setting the stage for downstream development in the US market.

Thor Energy wraps up 2025 with strategic shifts towards natural hydrogen and helium exploration, divesting non-core assets while strengthening its copper-gold exposure in South Australia.

PVW Resources advances its Brazilian rare earth projects while pursuing a strategic gold acquisition in the US, streamlining its portfolio to enhance capital efficiency.

Rapid Critical Metals has completed the acquisition of the Webbs Consol Silver Project and discovered a new parallel silver lode at its Webbs Silver Project, positioning the company for significant growth in 2026.

IGO Limited reports a robust quarter with improved safety, higher spodumene production and prices at Greenbushes, successful commissioning of CGP3, and solid performance at Nova. Despite challenges at Kwinana refinery, the group’s underlying EBITDA and cash flow strengthened.