Latest Strategic Outlook News

Donaco International’s Q4 FY2025 results reveal a revenue dip driven by geopolitical tensions at its Star Vegas casino, while its Vietnam hotel posts gains. Meanwhile, the company’s proposed acquisition by On Nut Road Limited moves closer to shareholder approval.

Opthea has discontinued its sozinibercept program after Phase 3 trial failures, leading to drastic staff cuts and a sharp decline in cash reserves amid ongoing funding negotiations.

Legacy Iron Ore Limited reported solid progress in its June 2025 quarter, with ongoing gold production at South Laverton and key development milestones at the Mount Bevan magnetite project.

Thor Energy has announced the issuance of 25 million new shares following successful exploration milestones and director performance targets, with shares set to begin trading on AIM and ASX on August 1.

Lion Energy has made steady progress on its Port of Brisbane Green Hydrogen Project while moving closer to securing funding for a key drilling operation in Indonesia’s East Seram PSC.

Taruga Minerals has exercised its option to acquire 100% of the Thowagee Project in Western Australia, reporting promising high-grade polymetallic rock chip and soil sampling results that expand exploration potential.

Holista Colltech reported steady customer receipts and a 38% surge in dietary supplement sales for 2QFY25, while progressing its high-value nano-collagen business and refreshing its leadership team.

Liontown Resources reported robust FY25 results with over 294,000 dmt of spodumene concentrate produced and commenced underground mining on schedule. The company is transitioning to 100% underground production by Q3 FY26, aiming for scalable, low-cost operations from FY27 despite a 36% drop in spodumene prices.

Careteq Limited reports a significant reduction in operating cash outflow and modest revenue growth for FY25, while facing delays in its key platform integration and a dispute with the ATO over R&D claims.

OpenLearning Limited reported a robust Q2 FY25 with 22% year-on-year SaaS ARR growth to $2.65 million, driven by significant multi-year contract wins and expanding global customer base. The company’s AI-powered LMS strategy is delivering larger deals and improved cash flow metrics.

Aguia Resources has reported promising initial diamond drilling results at its Santa Barbara gold project in Colombia, confirming high-grade gold mineralisation continuity beneath existing underground workings. The ongoing drilling program aims to delineate an extensive mineralised vein system with further assay results expected soon.

EDU Holdings has reported record first-half FY25 results, propelled by strong enrolment growth at its Ikon Institute, while its vocational arm ALG faces headwinds from tighter student visa policies.