Latest Portfolio Management News

IMEXHS Limited reported steady Q2 FY25 revenue with an 11% rise in annual recurring revenue, supported by a $2.6 million capital raise and operational advances including a major Mexican contract win.

Deterra Royalties reported a robust 44% jump in quarterly revenue to $89.1 million, driven by record iron ore royalties and advancing lithium project construction. The company’s diversified portfolio and strategic investments position it well for long-term growth.

PVW Resources reports exceptional near-surface rare earth grades and strong metallurgical recoveries at its Capão Bonito project in Brazil, advancing its rare earth portfolio and refining its strategic focus.

Earth’s Energy Limited is deepening its assessment of key geothermal assets in South Australia and Queensland, balancing cautious expenditure with strategic evaluations that will shape its future development path.

Assetora Limited has strengthened its financial footing with over two quarters of funding and secured a pivotal role as Responsible Entity of the DomaCom Fund, alongside a strategic $700 million mortgage management agreement.

Lion Energy has made steady progress on its Port of Brisbane Green Hydrogen Project while moving closer to securing funding for a key drilling operation in Indonesia’s East Seram PSC.

Djerriwarrh Investments Limited has raised its fully franked final dividend to 8.25 cents per share, delivering an enhanced yield well above the ASX 200, despite a portfolio return that lagged the broader market. The company’s strategic portfolio adjustments and option income underpin its income-focused approach.

Clime Investment Management has reported a solid operating profit for the June quarter, declared a fully franked dividend, and announced strategic expansions in staff and product offerings.

Novo Resources reports strong June quarter progress with high-grade gold intercepts at Tibooburra and new target zones at John Bull, advancing multiple projects across Australia.

Hamelin Gold Limited has progressed key drilling programs in Western Australia’s premier gold provinces, backed by a recent $2.8 million capital raise that leaves it well-funded for ongoing exploration.

Australasian Metals Limited has reported encouraging progress at its Queensland gold and bauxite projects, highlighted by promising gold assays and elevated gallium grades, while maintaining a solid cash position of $3 million with no debt.

CZR Resources is set to commence an extensive drilling campaign at its Croydon Gold Project in Western Australia’s Pilbara, targeting promising shallow gold mineralisation and potential large-scale intrusive systems akin to the nearby Hemi deposit.