Latest Strategic Portfolio News

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Bubalus Resources has streamlined its project portfolio and cut corporate costs, sharpening its focus on priority gold and critical minerals assets in Victoria and the Northern Territory.
Maxwell Dee
Maxwell Dee
23 Mar 2026
Beacon Minerals Limited has reported a robust half-year performance with gold sales more than doubling to AU$82.6 million and a comprehensive profit of AU$14.8 million, driven by strong production growth and higher gold prices.
Maxwell Dee
Maxwell Dee
27 Feb 2026
Strata Investment Holdings plc reported a striking £6.16 million comprehensive profit for 2025, propelled by robust investment portfolio returns and a significant revaluation uplift in its copper royalty assets. Despite operational delays from adverse weather, the company’s strategic focus on high-conviction resource investments and royalties positions it well amid evolving commodity markets.
Maxwell Dee
Maxwell Dee
27 Feb 2026
PPK Group Limited has reported a remarkable turnaround with a $10.5 million profit for H1 2026, driven by a significant non-cash gain from its Li-S Energy investment and strategic portfolio adjustments.
Victor Sage
Victor Sage
27 Feb 2026
ARN Media Limited reported a 10% revenue decline in FY25 alongside a strategic reset focusing on digital transformation and cost savings. Leadership changes and improved cash flow underpin the company’s pivot to a digitally driven entertainment model.
Elise Vega
Elise Vega
25 Feb 2026
Flight Centre Travel Group has delivered a robust first half in FY26, reporting record total transaction value and profit growth, underpinned by AI-driven efficiency and strategic portfolio reshaping.
Victor Sage
Victor Sage
25 Feb 2026
Aeris Resources has reported a robust half-year performance with a 62% jump in profit, a successful $101.6 million equity raise, and a strategic divestment of North Queensland assets. The company also announced plans to acquire Peel Mining’s South Cobar Copper Project, signaling an aggressive growth trajectory.
Maxwell Dee
Maxwell Dee
24 Feb 2026
Nine Entertainment reports a 6% increase in Group EBITDA to $201 million and a 30% jump in net profit, driven by strong streaming and digital subscription growth amid strategic portfolio shifts.
Victor Sage
Victor Sage
24 Feb 2026
MAAS Group Holdings has delivered a record half-year underlying EBITDA of $115.3 million, driven by strong growth in construction and real estate segments. The company also announced a major $1.7 billion divestment of its Construction Materials portfolio and a strategic $100 million investment in digital infrastructure.
Victor Sage
Victor Sage
24 Feb 2026
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.
Claire Turing
Claire Turing
19 Feb 2026
IGO Limited reports a marked improvement in its half-year results, narrowing losses and boosting cash flow amid operational challenges and strategic asset sales.
Maxwell Dee
Maxwell Dee
19 Feb 2026
Solvar Limited reported a 5.8% rise in half-year NPAT to $20 million, driven by the sale of its New Zealand written-off loan book and expanded debt facilities. The company also announced a special dividend and outlined growth plans in commercial lending.
Claire Turing
Claire Turing
18 Feb 2026