Latest Strategic Portfolio News

Aristocrat Leisure reported robust FY25 results with revenue up 11% to $6.3 billion and a 12% rise in normalised net profit after tax before amortisation. The company boosted dividends by 19% and completed key acquisitions and divestitures, positioning itself for future growth.

Fletcher Building has completed the sale of its 13.4% stake in the Pūhoi to Warkworth toll road, marking its exit from public-private partnership investments and a renewed focus on core operations.

REA Group reported a solid start to FY26 with 4% revenue growth and a key acquisition that enhances its AI-driven property technology portfolio. Despite challenges in India, the Australian market’s strong yield growth and product adoption underpin a confident outlook.

Vicinity Centres delivered a robust FY25 with statutory net profit surpassing $1 billion, driven by strategic premium asset acquisitions and successful retail developments. The company reaffirms its positive earnings guidance for FY26 amid sustained retail sales growth and high occupancy.

Vicinity Centres reported a record statutory net profit exceeding $1 billion for FY25, driven by strategic asset acquisitions and strong retail sales growth. The company reaffirmed its FY26 earnings guidance amid positive retail sector momentum and ongoing portfolio enhancements.

Battery Age Minerals has advanced its exploration with maiden drilling at Austria’s Bleiberg zinc-germanium project and secured approvals for gold-silver drilling in Argentina, while expanding its North American footprint with a new germanium-gallium asset in Utah.

BOA Resources is progressing drill plans for key lithium and nickel tenements in Western Australia, though heritage survey delays have pushed timelines. The company is also streamlining its portfolio to focus on high-potential assets.

Diablo Resources has completed its maiden drilling at the Phoenix Copper Project in Utah and secured $2 million in fresh capital to accelerate exploration and expand its US critical minerals portfolio.

Orpheus Uranium has advanced its exploration agenda by finalizing multiple Native Title Mining Agreements across South Australia and the Northern Territory, while strategically acquiring the Oobagooma Project in Western Australia to diversify its uranium asset base.

Paradigm Biopharmaceuticals has initiated dosing in its pivotal Phase 3 trial for knee osteoarthritis pain, backed by a strong cash position and strategic portfolio expansion. The company targets accelerated recruitment and a mid-2026 interim analysis.

BNK Banking Corporation’s Q1 FY26 update reveals margin expansion and loan book growth despite lower profits, highlighting strategic moves including a significant portfolio sale and senior secured investments.

Megado Minerals has secured all seven exploration permits for its flagship Iberian Copper Project in Northern Spain, advancing geological mapping and planning airborne geophysics and maiden drilling. The company also raised A$780,000 through an institutional placement and appointed a new independent director.