Latest Geopolitical Risk News

Fitzroy River Corporation reported steady royalty income for the March 2025 quarter despite operational suspensions at Buru and ongoing geopolitical risks impacting commodity markets. Key project updates include Bowdens Silver’s development application progress and Federation Mining’s Snowy River feasibility study.

Fat Prophets Global Contrarian Fund reports a 5.06% rise in pre-tax NTA driven by gains in Japanese and Chinese markets, announcing a special dividend after years of pause.

Macquarie Group Limited reported a 5% increase in FY25 profit to A$3.715 billion, declaring a higher dividend and announcing a key CFO transition. The group also outlined a strategic divestment and cautious outlook for FY26.

Macquarie Group reported a decline in net profit contribution for the first quarter of FY26, driven by mixed performances across its divisions, while maintaining a robust capital surplus and announcing a key CFO transition.

Rimfire Pacific Mining is advancing its position as a leading scandium explorer in Australia’s Fifield district, with plans for new Mineral Resource Estimates and a $3.5 million capital raise to fund drilling and exploration. Joint ventures with Golden Plains Resources have been reinstated, underpinning a strategic push in a critical mineral market facing supply constraints.

BKI Investment Company posted a solid financial performance for FY2025 with a 1% increase in dividends and introduced a neutralised Dividend Reinvestment Plan to maintain capital neutrality. Despite modest portfolio underperformance against major ETFs, BKI continues to offer an attractive dividend yield amid shifting market dynamics.

BKI Investment Company Limited reported a 4% decline in net profit for FY2025, driven by lower special investment revenue despite a 1% rise in ordinary revenue. The company declared a fully franked final dividend of 4.00 cents per share, maintaining a steady income stream for shareholders.

Yugo Metals Limited has launched a $100,000 capital raising through a new options offer, aiming to bolster working capital while navigating significant geopolitical and operational challenges in Bosnia and Herzegovina.

Robex Resources reports steady progress on its Kiniero Gold Project in Guinea, maintaining schedule and budget for first gold production in late 2025. Key construction milestones and drilling results underpin confidence in the project’s near-term potential.

Rio Tinto reports a robust 13% year-on-year increase in copper equivalent production for Q2 2025, alongside record bauxite output and progress on key projects like Simandou and Oyu Tolgoi. The company maintains its 2025 guidance, signaling confidence in its diversified growth strategy.

Rapid Critical Metals Limited (ASX, RCM) has unveiled a strategic acquisition of two high-grade silver projects in New South Wales and a critical metals project in British Columbia, supported by a proposed $10 million capital raise.

Ava Risk Group reports a 5% revenue increase and a positive EBITDA turnaround in FY25, underpinned by its advanced security technologies. The company eyes over $88 million in FY26 sales opportunities despite some project delays.