Latest Portfolio Strategy News

Clara Resources has inked a binding deal to acquire the Hodgkinson Basin Gold Project in Far North Queensland, setting the stage for an aggressive exploration campaign in 2026. The acquisition, involving over 533 million shares and cash payments, aims to unlock significant gold potential in a historically rich but underexplored region.

Whitefield Income Ltd reports robust first-quarter earnings and announces a $53 million capital raising via placement and a Share Purchase Plan, maintaining its focus on delivering steady, franked dividends.

Accent Group Limited reported modest FY25 sales growth with a cautious FY26 outlook, unveiling a strategic partnership to expand Sports Direct stores in Australia and New Zealand.

Garda Property Group is set to settle the sale of its North Lakes industrial property, freeing up $113.6 million to reduce debt and pursue new investments.

Clime Capital reports an unaudited pre-tax NTA of 78.55 cents per share and announces a December quarter dividend guidance of 1.35 cents, maintaining an active share buyback program.

Smartpay Holdings has secured final court approval for its acquisition by Shift4 Holdings, setting the stage for share suspension and delisting in early November. Shareholders will receive NZ$1.20 per share in cash upon completion, pending final conditions.

Premier1 Lithium Limited’s PLCO securities have been suspended from trading due to regulatory non-compliance, raising questions about the company’s next steps and market impact.

Great Divide Mining’s subsidiary has signed a binding term sheet with Native Mineral Resources to form a joint venture aimed at mining and processing gold ore from the Yellow Jack site, marking a key step towards production and cash flow.

Ryder Capital Limited celebrated its 10th year on the ASX with robust FY25 results, including a 27.5% pre-tax NTA growth and a new quarterly dividend policy increasing payouts by 20%. The company also renewed its investment management agreement for five years.

Gryphon Capital Income Trust has announced a substantial non-underwritten Unit Purchase Plan, offering existing unitholders a chance to increase their stake at a slight discount. The offer aims to raise up to A$337 million to support its portfolio strategy.

WAM Income Maximiser Limited has declared a fully franked dividend for October 2025, reflecting robust portfolio gains since its April launch and providing dividend guidance through year-end.

Austral Gold has lowered its 2025 production forecast for the Guanaco Mine following a workplace fatality that halted key processing operations. The company has also sold equity holdings to bolster cash flow amid operational disruptions.