Latest Strategic Portfolio News

Ryder Capital Limited celebrated its 10th year on the ASX with robust FY25 results, including a 27.5% pre-tax NTA growth and a new quarterly dividend policy increasing payouts by 20%. The company also renewed its investment management agreement for five years.

EV Resources has entered a binding agreement to sell its Khartoum Project to Koba Resources for $700,000 cash plus a royalty, marking a strategic pivot towards its antimony assets and US critical minerals ambitions.

Web Travel Group has reported a robust first half for FY26 with bookings and transaction values significantly up, setting the stage for a record EBITDA year despite slight margin pressures.

Mammoth Minerals has initiated its first-ever diamond drilling campaign at the Excelsior Gold-Silver Project in Nevada, aiming to unlock detailed geological insights and advance metallurgical testing. Meanwhile, the company has deferred payment terms on its Skyline Copper Project in Canada as it sharpens focus on US gold assets.

St Barbara updates shareholders on its ongoing strategic review, highlighting stalled Atlantic separation talks and advancing Simberi sale discussions, while reaffirming commitment to a major expansion.

Equinox Resources has agreed to sell its Alturas Antimony Project in British Columbia to Maxus Mining, freeing up capital and focus for its core iron ore ambitions in Western Australia.

Buxton Resources has strategically refined its exploration portfolio, acquiring promising copper and gold projects while divesting less aligned assets to accelerate discovery potential and shareholder value.

Lion Selection Group Limited reported a robust $39.2 million net profit for the year ended July 2025, driven by strong mark-to-market gains and strategic investments in Australian mining companies. The company’s portfolio value nearly doubled, reflecting timely market moves and a focus on precious and base metals.

Infini Resources has launched a significant Phase 2 drilling program at its Portland Creek uranium project in Canada, aiming to unlock a potentially world-class uranium deposit amid a tightening global supply landscape.

Tambourah Metals reports exceptional shallow gold intersections at its Tambourah King prospect, reinforcing the project's potential and setting the stage for further exploration and resource estimation.

News Corporation has announced a significant secondary offering of over 14 million Class B shares by key family trusts, signaling a notable insider sell-down without direct proceeds to the company.

Desane Group Holdings has sold its commercial property at 13 Sirius Road, Lane Cove for $8.7 million, marking a strategic shift to fund future growth opportunities.