Latest Strategic Portfolio News

Vicinity Centres reports a robust FY26 interim profit of $805.6 million, driven by strong leasing and portfolio premiumisation, including the strategic acquisition of Uptown in Brisbane.

Vicinity Centres reported a strong first half of FY26 with a statutory net profit of $805.6 million, strategic acquisitions including full ownership of Uptown Brisbane, and reaffirmed guidance for the full year.

WAM Leaders Limited has delivered strong portfolio gains and increased its fully franked interim dividend, reflecting robust operating profits and strategic market positioning.

Patrys Limited has appointed Dr Samantha South as its new CEO, aiming to leverage her biotech expertise to fast-track clinical development and commercialisation of its therapeutic antibody pipeline.

Northern Star Resources has reported a robust half-year result with a 41% jump in net profit, driven by soaring gold prices despite operational setbacks. The company also declared a fully franked interim dividend of 25 cents per share.

Mammoth Minerals has completed the sale of its Paterson Project, redirecting resources to accelerate drilling at its Excelsior Springs Gold-Silver Project in Nevada, with assay results expected soon.

Charter Hall Retail REIT reported a robust half-year result with statutory profit surging to $240.7 million, driven by portfolio growth and strategic transactions. The REIT also advanced its convenience retail focus and announced a major debt refinancing.

Charter Hall Social Infrastructure REIT (CQE) has reported robust first-half FY26 results, driven by strategic acquisitions and strong rental growth, prompting an upgrade to its full-year earnings and distribution guidance.

Arcadia Minerals has entered a pivotal phase with a pending earn-in agreement on its Swanson Tantalum Project and a binding farm-in deal for its Karibib Copper-Gold Project, alongside strategic leadership changes and a planned capital raising.

Deterra Royalties reported a robust December quarter with record iron ore royalty revenue from Mining Area C and significant progress on the Thacker Pass lithium project, backed by a US$435 million DOE loan draw.

TerraCom Limited reported a stable operational quarter despite logistical challenges impacting coal shipments and cash flow, while successfully raising A$60 million to bolster liquidity. The Blair Athol mine life was extended to 2033, underpinning the company’s long-term outlook.

Sultan Resources has intensified exploration across its Lachlan Fold Belt tenements in NSW, focusing on promising gold-copper porphyry targets while securing $1.1 million to fund upcoming work.