Latest Portfolio Management News

Centuria Office REIT (ASX:COF) reported solid HY25 results with a $1.9 billion portfolio and 92.2% occupancy, underpinned by active leasing and refinancing initiatives. Despite a dip in revenue and distributions, the REIT maintains its FY25 guidance, reflecting confidence in office market recovery and strategic asset management.

Sandon Capital Investments announces a fully franked 1.4 cents per share dividend for the March quarter, reflecting a robust annualised yield of 6.9% and underpinned by strong portfolio returns of 17.7% for FY2025 to date.

Firetail Resources has reported significant high-grade drill intercepts at its Skyline Copper Project in Newfoundland, confirming mineralisation continuity and expanding the strike at depth. The company is advancing exploration with a planned high-resolution 3DIP geophysical survey targeting new zones.

Miramar Resources reports encouraging drilling and sampling results across multiple Western Australian projects, reinforcing its strategic focus on nickel-copper-cobalt-PGE and sedimentary exhalative mineralisation.

Global Uranium and Enrichment reports a successful maiden drilling program at its Maybell Uranium Project, confirming high-grade uranium continuity, alongside a strategic sale of its Enmore Gold Project to Koonenberry Gold.

Bayan Mining and Minerals advances its exploration footprint with 158 new claims in Nevada, completes key desktop studies, and strategically withdraws from its Canadian Tango Lithium Project.

GWR Group Limited reports completion of phase two drilling at its Prospect Ridge Magnesium Project with assay results pending, while divesting its Hatches Creek interest to bolster focus and capital for growth.

Rapid Lithium Ltd has completed its acquisition of Midwest Lithium and initiated a $2 million entitlement offer, marking a strategic pivot towards US and Canadian exploration projects.

Moho Resources has completed the sale of its East Sampson Gold Project for up to $4 million and raised $673,000 through a share placement, marking a strategic pivot to optimise its portfolio and fund exploration.

Pacific Current Group reports a 6.1% increase in total Funds Under Management to A$30 billion as of December 31, 2024, despite a decline in USD-denominated assets and exits from two boutique managers.

Kairos Minerals has unveiled a robust scoping study for its Mt York Gold Project, projecting strong financial returns and gearing up for a major drilling campaign to expand its 1.4 million ounce resource.

Emerald Resources NL has reported record quarterly gold production at its Okvau Gold Mine, alongside significant resource expansions in Cambodia and Australia, positioning the company for robust growth.