Latest Strategy News

Pengana International Equities (ASX: PIA) has announced a one-off fully franked special dividend of 12.5 cents per share, payable in August 2026, as part of a broader capital management plan that includes a proposed off-market buy-back.

HMC Capital has cleared key regulatory hurdles and locked in a $603 million investment from KKR, trimming its stake in the energy platform now rebranded as Illuma Energy. The deal paves the way for expanded battery storage projects and underpins a targeted development milestone in 2026.

Alliance Nickel has begun vat leach testing on a bulk sample from its NiWest project, targeting a significant reduction in capital costs by replacing heap leaching with a lower-cost atmospheric process. Results are expected by late Q3 2026 and could reshape the project’s economics.

Platina Resources has secured full ownership of the Sunrise Bore Project near Laverton, WA, and kicked off a 2,775-metre drilling program targeting a historically mineralised gold corridor.

AusQuest has paused its maiden drilling at the Coober Pedy IOCG project after encountering difficult sand cover, with plans to resume in Q3 2026 using a new drilling method and contractor. Assay results from the limited completed holes are due by the end of July.

Lendlease has finalised the sale of its UK Build to Rent portfolio at Elephant Park, London, recycling capital with cash proceeds of approximately $260 million expected in FY26.

Centuria Capital Group has launched the retail component of its $100 million entitlement offer, aiming to raise approximately $35 million. The equity raising supports expansion in AI infrastructure and real estate funds management.

Visionflex Group has landed a $0.8 million contract to supply clinical hardware for NSW Health’s statewide Remote Patient Monitoring Digital Uplift, reinforcing its role in virtual healthcare expansion.

Qualitas Limited has upgraded its long-term Australian funds management EBITDA margin target from over 50% to more than 60%, driven by operational efficiencies and a proprietary AI platform designed to streamline investment processes.

Cooks Coffee lifted UK and Ireland store sales 22.8% to NZ$95.8 million in FY26, with EBITDA up 14% to NZ$1.39 million. Despite operational growth and debt reduction, net liabilities and liquidity pressures raise material going concern doubts.

2 Cheap Cars Group maintained steady revenue and profit in FY26 despite softer vehicle sales and regulatory headwinds, driven by strong EV demand and record finance and insurance penetration.

ArborGen Holdings reported a solid FY26 with record revenue driven by Brazil expansion and a 31% EBITDA increase, offsetting a challenging US market. Leadership changes and operational discipline mark the company’s path forward.