Latest Strategic Portfolio News

Oceania Healthcare Limited reported a robust FY25 with a 9.2% rise in sales volume and a 5.8% increase in comprehensive income, underpinned by a successful $500 million debt refinancing and operational enhancements.

Treasury Wine Estates has announced Sam Fischer as its new CEO, succeeding Tim Ford in October 2025. Fischer’s extensive global experience in alcohol beverages and luxury brands signals a strategic evolution for the company.

Connected Minerals has completed its inaugural drilling campaign at the Etango North-East Uranium Project in Namibia, exceeding initial plans due to promising geological signs. The company is now gearing up for a follow-up drilling program at its Swakopmund Project.

Aristocrat Leisure reported solid half-year results with a 5.6% rise in normalised net profit after tax and before amortisation to $733 million, underpinned by growth across its gaming and interactive segments. The company also declared an unfranked interim dividend of 44 cents per share.

Duxton Water Limited reported its strongest quarterly performance since inception, with NAV per share rising 17 cents to $1.71, driven by a $121.3 million sale of water entitlements to the Australian Government and strategic portfolio moves.

Clarity Pharmaceuticals reports a robust cash position and strategic refocus on its lead prostate cancer asset, Cu-SAR-bisPSMA, supported by multiple FDA Fast Track designations and advancing clinical trials.

Southern Hemisphere Mining has extended the strike of its Cerro-Ferro copper system by 15% to 2.2km and confirmed strong geophysical correlations at Llahuin, setting the stage for deep drilling to test new targets.

Desert Metals Limited has advanced its gold exploration in Côte d'Ivoire with extensive drilling programs at Tengrela South and Adzope, supported by a recent $3.25 million placement to fund ongoing activities.

Kuniko Limited has streamlined its Norwegian battery metals portfolio, pursued non-dilutive green funding, and forged AI satellite data partnerships, setting the stage for growth in Europe’s critical minerals sector.

NuEnergy Gas Limited has initiated drilling site preparation at its Tanjung Enim PSC, progressing towards early gas sales, while securing key commercial agreements and maintaining a strong cash position.

Platina Resources has completed diamond drilling at its Xanadu Deeps gold target and is gearing up for further aircore drilling at Challa and Beete projects, maintaining a strong cash position of A$11.77 million.

Australasian Metals Limited is streamlining its portfolio to concentrate on near-term exploration wins, launching a new IP survey at its promising May Queen gold project while exiting less viable ventures.