Latest Strategic Portfolio News

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.

Lion Energy has agreed to sell its minority interest in the Seram Non-Bula PSC for US$1.2 million, refocusing its efforts on the higher-potential East Seram PSC exploration program.

Mammoth Minerals has agreed to sell a 90% stake in its Paterson copper-gold project to Cloudbreak Discovery for AUD 3.1 million in shares, refocusing its efforts on high-grade US assets while retaining a strategic interest in Paterson.

Magnum Mining & Exploration Limited is intensifying its US asset review, spotlighting promising rare earth elements and critical minerals prospects at its Parker Gold and Buena Vista Iron projects amid shifting geopolitical priorities.

Collins Foods delivered record $1.5 billion revenue in FY25, pivoting to focus on KFC growth in Australia and Germany while exiting Taco Bell. Despite impairments and wage remediation costs, the company targets strong profit growth in FY26.

Infinity Mining Limited’s 2025 AGM highlighted significant portfolio reshaping, including asset sales and acquisitions, alongside promising exploration results at the Cangai Copper Project.

PEXA Group Limited reported a 16% revenue increase to $393.6 million for FY25, driven by growth across its Australian Exchange, UK International business, and Digital Solutions segments. Despite a statutory net loss of $76.1 million due to impairments and deferred tax derecognition, core EBITDA rose 21% with improved margins.

BNK Banking Corporation Limited has reported a significant turnaround in its FY25 financial results, driven by margin expansion and a robust capital position. The bank’s strategic portfolio reshaping and disciplined cost management underpin its improved profitability and outlook.