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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Thorney Opportunities
Thorney Opportunities (TOP) investor relations material
Thorney Opportunities H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary31 Aug, 2026
Executive summary
FY2026 saw a net profit after tax (NPAT) of $0.9m, down from $8.5m in FY2025, reflecting a challenging year for investment returns and a significant decrease in fair value of key unlisted holdings.
Net tangible assets (NTA) per share after tax decreased to 89.3 cents from 90.3 cents year-over-year.
The company maintained an active capital management approach, including a share buyback and increased dividends.
Financial highlights
Total investment loss for FY2026 was $0.8m, compared to a gain of $19.7m in FY2025.
Final fully franked dividend increased to 1.65 cents per share (up 6.5% from prior year); total dividends for FY2026 were 2.75 cents per share, up 3.8%.
Cash and cash equivalents at year-end were $2.9m, down from $32.8m, mainly due to operating outflows, investments, buybacks, and dividends.
NTA per share before tax was 96.4 cents, down 3.8% from FY2025.
Outlook and guidance
The board remains optimistic about future opportunities despite ongoing market volatility, inflation trends, and geopolitical risks.
Continued focus on disciplined investment, capital preservation, and long-term value creation.
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Latest events from Thorney Opportunities
- Net profit after tax jumped 223% to $35.0 million, with NTA per share up 24.4% year-over-year.TOP
H2 2024 - Record NTA per share achieved despite a sharp drop in profit and continued strong capital management.TOPH2 2025
- Net profit after tax surged to $6.5 million, supported by robust investment performance and capital discipline.TOPH1 2026
- Profits fell but NTA and dividends rose, with strong board support and ongoing buybacks.TOPAGM 2025
- Active investment, record dividends, and strong shareholder support amid market challenges.TOPAGM 2024
- Net loss of $1.07 million, NTA per share down 2.1%, and extended buy-back for 11.24m shares.TOPH1 2025
Next Thorney Opportunities earnings date
AGM 202617 Nov, 2026
Thorney Opportunities
Next Thorney Opportunities earnings date
AGM 202617 Nov, 2026
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Frequently asked questions
Thorney Opportunities Limited is an Australian investment company focused on investing in listed equities with potential for capital growth and income generation. Managed by the Thorney Investment Group, the company targets undervalued or emerging opportunities across various sectors, including industrials, technology, and healthcare. The company is headquartered in Melbourne, Australia, and its shares are listed on the ASX.