Latest Strategic Outlook News

Thorney Opportunities Ltd posted a sharp 76% decline in profit after tax for FY2025 yet declared a higher fully franked final dividend and reported growth in net tangible assets per share.

Kinatico has reported a robust FY25 with 12% revenue growth to $32.1 million, driven by a 54% surge in SaaS revenue and the launch of its new Kinatico Compliance product. The company’s strong cash flow and expanding market position signal a promising future in the evolving RegTech landscape.

TMK Energy has successfully commissioned its LF-07 pilot well at the Gurvantes XXXV Coal Seam Gas Project, joining six other wells in steadily producing gas and advancing reservoir management efforts.

Associate Global Partners Limited (AGP) reported an 8.1% increase in funds under management to $1.397 billion in FY25, driven by robust investment performance and a successful capital raising. The firm also narrowed its net loss significantly and strengthened its distribution capabilities, setting a positive tone for FY26.

Lovisa Holdings delivered a robust FY25 with 14.2% sales growth, margin expansion, and over 160 new stores globally, setting a confident tone for FY26.

AdAlta Limited reported a reduced net loss of $4.5 million for FY2025 but flagged material uncertainty over its ability to continue as a going concern, with no dividends declared.

Matrix Composites & Engineering reported a 12% revenue decline in FY25 due to subdued drilling activity but achieved record SURF segment growth and secured a strong order book for FY26.

Fleetwood Limited delivered a robust FY25 performance with significant earnings growth and a strong dividend increase, while outlining a confident outlook for FY26 despite challenges in its RV Solutions segment.

Horizon Minerals is progressing its Pre-Feasibility Study to convert the Black Swan plant to gold production, aiming for a 1.5Mtpa throughput and a Financial Investment Decision by early 2026.

Yancoal Australia has appointed Sharif Burra as its permanent CEO, signaling leadership continuity amid a challenging coal market. Burra’s deep internal experience positions him to build on recent operational gains and shareholder value.

Wagners Holding Company Limited reported a 120% increase in net profit after tax for FY25 despite a 10.4% revenue decline, driven by strong segment performance and cost management. The company also declared a higher fully franked final dividend of 3.2 cents per share.

Marvel Gold Limited has restructured its Mali asset sale with Anchises Capital, securing a $250,000 equity injection while revising terms for its Tabakorole Gold Project sale.