Latest Valuations News

Gateway Mining will elevate Richard Pugh to managing director and install Anthony McClure as chair after its November AGM, as the company prepares to intensify exploration at Yandal. The leadership reset comes with a $340,000 fixed package for Pugh and 15 million performance rights tied to share-price hurdles.

Centuria Industrial REIT has agreed almost 25,000 square metres of leases at a 31% year-to-date re-leasing spread, while selling a vacant Queensland asset for $34.25 million at book value. The industrial landlord reaffirmed FY27 earnings and distribution guidance as it advances longer-term data centre and renewable energy opportunities.

OD6 Metals has reported surface channel samples of up to 24 metres at 51.1% CaF₂ and rock-chip grades reaching 98.4% at Blue Bell in Nevada. The first-pass results elevate Blue Bell to Quinn’s fourth priority target, although drilling is still needed to establish scale, continuity and true widths.

Enova Mining has proposed a 50-for-1 share consolidation that would reduce its current share count from about 2.278 billion to roughly 45.552 million, subject to shareholder approval. The final post-consolidation figure could be substantially higher if its proposed funding and Brazilian acquisition securities proceed.

Bougainville Copper’s half-year loss widened to K13.4 million as operating cash outflows accelerated and a one-off partner termination fee added to costs. The company also faces continuing uncertainty over its rights to the Panguna mine after its exploration licence was subordinated to a new 25-year mining lease.

Plato Income Maximiser matched its benchmark with a 7.2% portfolio return in FY26 while maintaining its highest monthly dividend rate since listing. Profit after tax fell to A$41.8 million as investment gains dropped sharply from the prior year.

Spheria Emerging Companies reported a sharp fall in FY2026 profit after tax after its portfolio returned just 0.3%, well behind the 8.1% benchmark. Monthly fully franked dividends continue and the listed investment company avoided a conversion vote after trading at a premium to NTA.

Orora says strong Cans growth is no longer enough to offset weaker Saverglass earnings, with Group EBIT expected to decline in FY27. The company is targeting more than €30 million in Glass EBIT improvement by FY30 after a €449.7 million non-cash impairment.

Pengana Private Equity Trust will target cash distributions of at least 6% a year as portfolio realisations accelerate, led by progressive sales of SpaceX. The trust will also abandon its formulaic buyback allocation framework in favour of a more opportunistic approach.

360 Capital Mortgage REIT has stepped deeper into the recovery of its Bathla exposures, acquiring senior debt over a 72-apartment project while reporting further property sales. The Trust is targeting monthly FY27 distributions of 5.0 cents per unit, but much still depends on settlements and property realisations.

Bailador Technology Investments reported $28 million in FY26 cash realisations and 32% weighted revenue growth across its portfolio, while profit after tax fell to $6.9 million. The technology investment fund also reaffirmed its fully franked dividend strategy despite a 7.5% gross portfolio return that fell short of internal targets.

Southern Palladium’s updated study has lifted the Bengwenyama project’s post-tax NPV to US$1.96 billion, driven by sharply improved chrome recovery and a stronger commodity price deck. The project still needs a definitive feasibility study, permits, funding and commercial offtake arrangements before those figures can be tested in development.