Latest Strategic Portfolio News

QBE Insurance Group reported a robust half-year performance with a 27% jump in net profit and a 6% rise in gross written premium, underpinned by strong underwriting and investment returns. The insurer declared a higher interim dividend, signaling confidence in its growth trajectory.

Charter Hall Long WALE REIT reported steady FY25 earnings with strong occupancy and a strategic shift toward government-leased assets, setting the stage for growth in FY26.

Alcoa Corporation reported a solid $164 million net income for Q2 2025 amid strategic portfolio shifts including a new joint venture in Spain and the sale of its Saudi Arabia stake. The company navigated tariff challenges and resumed a key smelter restart after a power outage delay.

APC Minerals reports encouraging gold intercepts from its Laverton Downs drilling program while navigating a lean cash position and strategic tenement rationalisation.

BOA Resources advances drilling plans for key lithium and nickel tenements in Western Australia despite delays in heritage and environmental approvals, while actively reviewing its asset portfolio amid IGO's exit from Symons Hill.

Infinity Mining advances exploration at a promising new gold prospect near the historic Cangai Copper Mine while streamlining its portfolio through a key asset sale and fresh capital raise.

Austin Metals reports promising gold and copper-gold drilling results at its Western Australian projects while divesting its Broken Hill assets to sharpen focus on core holdings.

AMCIL Limited reported a net profit of $6.7 million for FY2025, down from $7.5 million the previous year, and announced a fully franked total dividend of 6.5 cents per share, boosted by a special capital gains payout.

Djerriwarrh Investments Limited has raised its fully franked final dividend to 8.25 cents per share, delivering an enhanced yield well above the ASX 200, despite a portfolio return that lagged the broader market. The company’s strategic portfolio adjustments and option income underpin its income-focused approach.

Hamelin Gold Limited has progressed key drilling programs in Western Australia’s premier gold provinces, backed by a recent $2.8 million capital raise that leaves it well-funded for ongoing exploration.

Australasian Metals Limited has reported encouraging progress at its Queensland gold and bauxite projects, highlighted by promising gold assays and elevated gallium grades, while maintaining a solid cash position of $3 million with no debt.

Australian Foundation Investment Company Limited (AFIC) reported a $285 million net profit for FY2025, declaring a fully franked 14.5c final dividend plus a 5c special dividend tied to capital gains from portfolio adjustments.