Latest Strategic Portfolio News

Tribeca Global Natural Resources Limited (ASX – TGF) has declared a fully franked 5-cent dividend for FY25 alongside a 10% on-market buyback, while delivering returns that outpaced major natural resource indices. The company’s portfolio is well positioned to benefit from rising strategic demand for critical and precious metals amid evolving global market dynamics.

Kelsian Group Limited reported a solid 10% increase in revenue for FY25, alongside operational growth and a maintained dividend policy, while advancing sustainability initiatives and strategic portfolio adjustments.

Pacific Current Group Limited reported a 3.3% decline in revenue and a 19% drop in underlying net profit after tax for FY25, alongside a major share buy-back and key portfolio restructurings.

Fortescue Ltd reported a solid FY25 with record iron ore shipments and a strong profit, while making significant strides in its decarbonisation agenda including renewable energy projects and green metal production.

Genesis Energy reported a robust FY25 with a 14% rise in normalised EBITDAF and a 29% jump in net profit, driven by strategic portfolio flexibility amid volatile energy markets. The company accelerated its Gen35 strategy, including key renewable projects and long-term capacity contracts to bolster New Zealand’s energy security.

Clime Capital Limited reported a 29% drop in net profit for FY25 but maintained its quarterly dividends and rolled over convertible notes with enhanced terms. The company is pivoting towards a debt-focused portfolio to boost income stability.

PolyNovo Limited reported a robust 28.9% increase in group sales to A$118.6 million for FY25, alongside a 151% surge in net profit after tax to A$13.2 million, driven by strong U.S. growth and key regulatory approvals.

Lion Selection Group has sold its stake in Erdene Resource Development Corp for A$12.3 million, securing a strong return and announcing a 2 cents per share fully franked special dividend for shareholders.

Abacus Group has reversed last year’s losses to post a $26.9 million statutory profit in FY25, maintaining its distribution and signalling confidence for FY26 despite market challenges. The group’s commercial portfolio shows resilience, supported by a strategic stake in Abacus Storage King and ongoing capital management.

Imdex Limited reported a notable 70% surge in net profit for the 2025 financial year, even as revenue slipped by 3.1%. The company also announced a steady dividend payout amid strategic corporate changes.

Cadence Opportunities Fund Limited reported a solid 7.9% gain for the 2025 financial year, driven by strong gold mining stocks and strategic portfolio moves. The fund also declared a fully franked final dividend of 7.0 cents per share, reflecting confidence despite ongoing economic uncertainties.

Perseus Mining reports a significant increase in its gold Mineral Resources and Ore Reserves as of June 2025, highlighting growth across key African projects and a strategic portfolio approach.