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Thorney Opportunities Ltd. ( (AU:TOP) ) has provided an announcement.
Thorney Opportunities Ltd reported a modest increase in after-tax net tangible assets to 94.4 cents per share at 31 December 2025, up from 94.2 cents a month earlier, with pre-tax NTA at 106.3 cents. While its one-year portfolio return of 14.98% lagged the S&P/ASX Small Ordinaries Accumulation Index’s 24.96%, TOP has outperformed the index since inception, and maintains a concentrated portfolio led by holdings such as 20 Cashews, Southern Cross Electrical Engineering, COG Financial Services and AMA Group. The company is holding $35.7 million in cash and has undrawn facilities, giving it flexibility to deploy capital into opportunities amid uncertain macroeconomic and geopolitical conditions, and it continues an active on-market share buyback to address what it views as an excessive discount of its 66.5 cent share price to NTA. Recent performance drivers included contract wins at Southern Cross Electrical Engineering and a rebound in Austin Engineering, while AMA Group’s share consolidation weighed slightly on returns; meanwhile, TOP is monitoring the private capital raising and strategic progress of View Media Group within 20 Cashews, which now has a 7.5% stake in the merged Southern Cross Media and Seven West Media entity.
The most recent analyst rating on (AU:TOP) stock is a Hold with a A$0.72 price target. To see the full list of analyst forecasts on Thorney Opportunities Ltd. stock, see the AU:TOP Stock Forecast page.
More about Thorney Opportunities Ltd.
Thorney Opportunities Ltd (TOP) is an ASX-listed investment company that targets listed and unlisted equities and financial assets across sectors including media, automotive, energy, engineering and mining services, and financial services. Managed by the privately owned Thorney Investment Group, TOP seeks fundamentally mispriced or undervalued companies where it can act as a constructive catalyst to unlock value, with an overarching objective of delivering absolute returns and a strong stream of fully franked dividends to shareholders.
YTD Price Performance: 0.75%
Average Trading Volume: 93,622
Technical Sentiment Signal: Buy
See more data about TOP stock on TipRanks’ Stock Analysis page.