Latest Strategic Portfolio News

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.

Elders Limited delivered a resilient FY25 performance with 12% EBIT growth and a strategic focus on diversification and leverage reduction. The company’s Fourth Eight Point Plan drives operational optimisation and expansion across agribusiness divisions.

BKI Investment Company reported a solid half-year performance with a 7% rise in operating results and a 1% increase in fully franked dividends, driven by a strategic portfolio rotation favoring resource stocks aligned with global growth themes.

BKI Investment Company Limited reported a 10% rise in net profit after tax for the half year ended December 2025, alongside a modest dividend increase and a strategic portfolio rotation favouring resources and energy transition themes.

Olympio Metals reports a successful maiden drilling campaign at its Bousquet Gold Project in Canada, revealing multiple significant gold intercepts and outlining a large, open gold system. The company also secured $1.25 million in fresh capital and agreed to divest its Dufay Project.

IGO Limited reports a robust quarter with improved safety, higher spodumene production and prices at Greenbushes, successful commissioning of CGP3, and solid performance at Nova. Despite challenges at Kwinana refinery, the group’s underlying EBITDA and cash flow strengthened.

Miramar Resources is advancing its exploration programs with planned drilling at the Gidji JV Gold Project and Chain Pool, backed by a $1.2 million placement and strategic board appointments.

Albright Metals has completed a key diamond drilling program at its Golden Pike Project in Canada and initiated antimony drilling at Bond Road, supported by a successful $1.98 million capital raise.

AMCIL Limited reported a 14.8% increase in half-year profit to $4.1 million, maintaining its interim dividend amid a portfolio return that lagged the ASX 200 benchmark.

Australian Foundation Investment Company reports a 4.6% decline in half-year profit but sustains its interim dividend with a special payout, while portfolio returns lag the benchmark.

Westar Resources reported significant progress in its December 2025 quarterly activities, including new tenement grants and advanced data acquisition at key gold and copper projects. The company also completed a partial capital raise, positioning itself for further exploration.