Latest Strategic Portfolio News

Koonenberry Gold’s recent wide spaced RC drilling at the Hand in Hand Prospect confirms a 2km mineralised gold trend within the Enmore Gold Project, NSW, setting the stage for a major diamond drilling campaign to explore deeper high-grade targets.

WAM Active Limited has reported its strongest investment performance since inception, with a 41.4% return over 12 months and increased fully franked dividends, signalling confidence in its dynamic portfolio strategy heading into 2026.

Belararox Limited has completed an $8.5 million placement to accelerate copper exploration, with drilling now underway at its TMT Project in Argentina.

Thor Energy is gearing up for a pivotal 2D seismic survey in mid-2026 at its HY-Range Project, while securing significant funding through divestments of non-core assets, positioning itself for focused hydrogen and helium exploration.

Acrux Limited has sold the US registration and distribution rights for its Prilocaine 2.5% and Lidocaine 2.5% cream for US$550,000, redirecting resources towards its growing Hormone Replacement Therapy portfolio.

Regis Healthcare has agreed to sell two aged care homes in Far North Queensland to Ozcare, securing a $25 million pre-tax gain and signaling a strategic portfolio shift towards premium locations.

QuickFee Limited has completed a $28.5 million capital return following the sale of its US Pay Now and Connect businesses, while updating its dividend policy to target regular shareholder cash distributions starting in FY26.

Invion Limited has expanded its global rights to the Photosoft™ technology, gaining exclusive perpetual licenses across a broad range of human and animal diseases, including cancers and infectious diseases. This milestone-based deal positions Invion to accelerate clinical development and commercialisation worldwide.

Pacific Lime and Cement Limited has secured a strategic partnership with global construction giant PowerChina to accelerate development of its Orokolo Bay Industrial Sands Project in Papua New Guinea, targeting production by 2026.

Noronex Limited has agreed to sell its Witvlei copper project in Namibia for A$4.5 million, enabling a sharper focus on its core Kalahari Copper Belt assets and uranium exploration. The staged payment deal includes options issuance and a royalty, signaling strategic portfolio refinement.

Garda Property Group has completed the $113.6 million sale of its North Lakes industrial site, sharply reducing debt and focusing its portfolio exclusively on Brisbane industrial assets. The group also secured a three-year extension on its debt facility with improved pricing, positioning itself for selective growth in private lending.

Navigator Global Investments delivered record financial results in FY25, driven by strong revenue growth and strategic expansion, while suspending dividends to fuel future growth. Key leadership changes mark a new chapter for the alternative asset manager.