Latest Strategic Portfolio News

Fortescue Ltd reported a solid FY25 with record iron ore shipments and a strong profit, while making significant strides in its decarbonisation agenda including renewable energy projects and green metal production.

Genesis Energy reported a robust FY25 with a 14% rise in normalised EBITDAF and a 29% jump in net profit, driven by strategic portfolio flexibility amid volatile energy markets. The company accelerated its Gen35 strategy, including key renewable projects and long-term capacity contracts to bolster New Zealand’s energy security.

Clime Capital Limited reported a 29% drop in net profit for FY25 but maintained its quarterly dividends and rolled over convertible notes with enhanced terms. The company is pivoting towards a debt-focused portfolio to boost income stability.

PolyNovo Limited reported a robust 28.9% increase in group sales to A$118.6 million for FY25, alongside a 151% surge in net profit after tax to A$13.2 million, driven by strong U.S. growth and key regulatory approvals.

Lion Selection Group has sold its stake in Erdene Resource Development Corp for A$12.3 million, securing a strong return and announcing a 2 cents per share fully franked special dividend for shareholders.

Abacus Group has reversed last year’s losses to post a $26.9 million statutory profit in FY25, maintaining its distribution and signalling confidence for FY26 despite market challenges. The group’s commercial portfolio shows resilience, supported by a strategic stake in Abacus Storage King and ongoing capital management.

Imdex Limited reported a notable 70% surge in net profit for the 2025 financial year, even as revenue slipped by 3.1%. The company also announced a steady dividend payout amid strategic corporate changes.

Cadence Opportunities Fund Limited reported a solid 7.9% gain for the 2025 financial year, driven by strong gold mining stocks and strategic portfolio moves. The fund also declared a fully franked final dividend of 7.0 cents per share, reflecting confidence despite ongoing economic uncertainties.

Perseus Mining reports a significant increase in its gold Mineral Resources and Ore Reserves as of June 2025, highlighting growth across key African projects and a strategic portfolio approach.

Eureka Group Holdings Limited has reported a robust financial year ending June 2025, with net profit soaring 51.9% and a strategic portfolio expansion in seniors and affordable rental accommodation.

NAOS Emerging Opportunities Company Limited (ASX, NCC) has reported a significant profit turnaround for FY25, alongside a fully franked dividend declaration and strategic portfolio developments.

Pengana International Equities Limited (ASX, PIA) proposes a strategic portfolio enhancement by adding global private credit exposure, aiming to significantly lift fully franked dividends and diversify income streams.