Proactive - Interviews for investors

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Welcome to the Proactive podcast channel – the destination for breaking news on growth companies and up to the minute market coverage. Here we plug you into what’s new and exciting in the world of business.

Proactive


    • Aug 3, 2026 LATEST EPISODE
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    Latest episodes from Proactive - Interviews for investors

    Genflow boosts SIRT6 patent portfolio, eyes dog trial results this month

    Play Episode Listen Later Aug 3, 2026 5:36


    Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) CEO Dr Eric Leire tells Proactive's Stephen Gunnion that accelerated US patent examination for its centenarian-derived SIRT6 gene variant strengthens protection across the company's entire therapeutic pipeline. Its MASH-related patent application has also been published, while the corresponding European application nears grant. Leire explained that building multiple layers of IP protection around SIRT6 and its applications is key to attracting commercial partners, particularly in Genflow's animal health discussions: "These patent milestones therefore strengthen our position as we continue to discuss with potential partners." On the dog clinical trial, Leire said biological age results from a UCLA spin-off lab were delayed by logistics but are now being processed, with data expected by the end of August. Looking ahead, he points to continued patent progress, advancement of the MASH programme, dog trial results and business development around the company's glaucoma programme. For more interviews with company leaders and market insights, visit the Proactive YouTube channel. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GenflowBiosciences #SIRT6 #Biotech #Patent #USPTO #MASH #MetabolicDisease #GeneTherapy #Longevity #DrugDevelopment #AnimalHealth #ClinicalTrials #Biotechnology #HealthcareInnovation #ProactiveInvestors

    Active Energy CEO: "Our ambition has become much bigger than one project" in UAE

    Play Episode Listen Later Aug 3, 2026 6:11


    Active Energy Group PLC (AIM:AEG, OTCID:AEUSF) CEO Paul Elliott tells Proactive's Stephen Gunnion the company has moved beyond single projects, building a scalable infrastructure pipeline in the UAE backed by ties to government bodies, royal family offices and major tech and infrastructure players. Elliott said the Ghummud project is performing in line with expectations, with first quarterly revenue figures due shortly. On Bitdeer, talks have turned increasingly strategic, spanning an initial 5MW site expandable to 10MW alongside discussions on a potential 50MW-100MW development. Addressing concerns over the pace of progress, Elliott said working with governments, royal households and major international businesses takes patience, and Active Energy remains committed to the UAE despite regional uncertainty. Looking ahead, Elliott said the goal is to become a recognised infrastructure developer for the AI and digital infrastructure market: "Our ambition has become much bigger than one project... They want big, scalable sites, which is what we are doing." For more interviews with leading listed companies, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #ActiveEnergy #AEG #PaulElliott #UAE #AIInfrastructure #DigitalInfrastructure #Bitdeer #Infrastructure #Energy #DataCentres #AIM #Investing #SmallCaps #ProactiveInvestors #GrowthStrategy

    Medicus Pharma receives UAE approval for Phase 2a Endometriosis trial

    Play Episode Listen Later Aug 3, 2026 4:19


    Medicus Pharma Chief Medical Officer Dr Faisal Mehmud joined Steve Darling from Proactive to discuss the company's receipt of Investigational New Drug (IND) authorization from the United Arab Emirates Department of Health – Abu Dhabi for its PRECISION-E2 Phase 2a clinical trial evaluating Teverelix® in women with moderate-to-severe symptomatic endometriosis. Mehmud said the authorization follows the Department of Health's comprehensive review of the company's chemistry, manufacturing and controls (CMC), non-clinical, clinical, and safety data, resulting in approval for the study to proceed, subject to final site-specific Institutional Review Board and ethics approvals. The PRECISION-E2 trial is a prospective, randomized, placebo-controlled Phase 2a study that will enroll approximately 84 women across multiple investigational sites in the UAE. The study will evaluate the pharmacodynamics, safety, tolerability, clinical activity, and exploratory genomic biomarkers of Teverelix®, a long-acting GnRH antagonist. Management believes the study marks an important milestone in its women's health strategy and positions Teverelix® among the first genomics-guided precision medicine programs designed to identify women with endometriosis who are most likely to benefit from targeted therapy. Endometriosis is a chronic estrogen-dependent inflammatory disease affecting approximately one in ten women of reproductive age worldwide, and Medicus believes the PRECISION-E2 study could help advance a more personalized treatment approach for patients with moderate-to-severe disease. #proactiveinvestors #nasdaq #mdcx #tsxv #mdcx #pharma #ClinicalTrials #Phase2 #Teverelix #Endometriosis #ClinicalTrials #WomensHealth #PrecisionMedicine #Biotech #DrugDevelopment #HealthcareInnovation #Phase2Trial

    American Rare Earths advances NASDAQ strategy as U.S. policy boosts Halleck Creek outlook

    Play Episode Listen Later Aug 3, 2026 5:08


    American Rare Earths CEO Mark Wall joined Steve Darling from Proactive to provide an update on the company's NASDAQ listing strategy, confirming the board remains committed to securing a U.S. listing while evaluating the most effective pathway to maximize shareholder value. Wall said the company is assessing several options, including a NASDAQ compliance listing, a U.S. initial public offering (IPO) with a concurrent NASDAQ listing, and other U.S. listing structures suited to a developer of strategic critical minerals assets. A leading North American financial advisor has been engaged to evaluate transaction structures, market timing, and investor positioning. In preparation for a U.S. listing, American Rare Earths is advancing its PCAOB audit with BDO Audit Pty Ltd and converting the Halleck Creek mineral resource to the SEC's Regulation S-K 1300 reporting standard. Management said these steps will position the company to move quickly once a preferred listing structure has been selected. Wall also highlighted the strategic importance of Executive Order 14415, recently signed by the U.S. President, which aims to strengthen domestic critical mineral supply chains by limiting waivers that have allowed defense contractors to source certain materials from foreign suppliers. The company believes the order enhances demand for domestically produced rare earth materials and strengthens the investment case for its Halleck Creek Rare Earths Project in Wyoming. Management said a NASDAQ listing would better align the company with its U.S.-based flagship asset, broaden access to U.S. institutional investors, improve market visibility, and support ongoing engagement with government agencies involved in defense, energy, and advanced manufacturing supply chains. #proactiveinvestors #americanrareearthslimited #asx #arr #otcqx #arrnf #adr #amrry #wyomingrareinc #HalleckCreek #RareEarths #CriticalMinerals #NASDAQ #HalleckCreek #DefenseSupplyChain #EnergyTransition #Mining #Wyoming #MiningNews

    M2i Global signs strategic collaboration to advance critical minerals projects in Africa

    Play Episode Listen Later Aug 3, 2026 3:14


    M2i Global CEO Alberto Rosende joined Steve Darling from Proactive to discuss the company's signing of a non-binding strategic collaboration agreement with Evrensel Impact Group (EIG) to explore the identification, evaluation, and potential development of critical mineral projects across Africa. Rosende said the collaboration will leverage EIG's expanding network of government relationships, strategic partnerships, and commercial engagements to help identify opportunities aligned with M2i Global's critical minerals strategy. The agreement establishes a framework for evaluating and advancing future projects across the continent. EIG has recently expanded its presence in Mozambique, Nigeria, Botswana, Tanzania, Zimbabwe, Zambia, the Democratic Republic of Congo, and the Central African Republic, while also pursuing new opportunities in Sierra Leone, Ghana, Togo, Cameroon, and other African jurisdictions. According to Rosende, EIG's discussions with governments have revealed strong demand for experienced international partners capable of delivering responsible resource development, long-term investment, and commercially viable critical minerals projects, creating opportunities that align with M2i Global's growth objectives. The collaboration is non-binding and serves as a strategic framework for future cooperation. Any specific commercial transactions or project agreements will be subject to further due diligence, negotiations, definitive documentation, and customary regulatory approvals. #proactiveinvestors #m2iglobalinc #otcqb #mtwo #SecurityMatters #CriticalMinerals #ResourceDevelopment #EnergyTransition #StrategicPartnership #CriticalMaterials #MiningNews #SustainableMining

    Gold's cooling off, but the bull case isn't broken, says The Royal Mint's Stuart O'Reilly

    Play Episode Listen Later Aug 3, 2026 7:01


    The Royal Mint private wealth consultant Stuart O'Reilly tells Proactive's Stephen Gunnion that gold's core drivers remain firmly in place even after its pullback from record highs, citing geopolitical tensions, shifting global alliances, and sustained central bank buying since Russia's invasion of Ukraine. Central banks, he says, increasingly treat gold as a political hedge in uncertain times. O'Reilly broke down gold's role as a portfolio diversifier: "It's a good diversifier that doesn't drag too much on a portfolio when times are good in the stock market, but can help shield some of the shocks in a bear market." He also flagged a shift in who's buying: more younger investors and women turning to physical gold, alongside industry moves toward recycled gold and stronger provenance standards. O'Reilly closed by outlining gold's three core portfolio roles: diversification, liquidity and long-term returns; and the vaulting options available to investors holding physical bullion. Watch the full interview for more on gold markets, portfolio strategy and the outlook for precious metals. Visit the Proactive YouTube channel for more interviews with leading executives and market experts. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Gold #GoldInvesting #TheRoyalMint #SafeHaven #Investing #PortfolioDiversification #PreciousMetals #Inflation #CentralBanks #WealthManagement #MarketOutlook #PhysicalGold #Geopolitics #InvestorInsights #Proactive

    Alkane Resources lifts Storheden gold resource to 212,000oz

    Play Episode Listen Later Aug 2, 2026 5:15


    Alkane Resources Ltd (ASX: ALK, OTC: ALKEF) managing director and CEO Nic Earner talked with Proactive about the substantial increase in the Mineral Resource at the Storheden gold deposit in northern Sweden and its potential to become a satellite mining area for the nearby Björkdal operation. The updated estimate comprises an Indicated Resource of 1.07 million tonnes grading 2.51 grams per tonne gold for 87,000 ounces and an Inferred Resource of 1.85 million tonnes grading 2.11 grams per tonne for 125,000 ounces. This takes Storheden's total contained gold resource to approximately 212,000 ounces. The update also delivers Storheden's first Indicated Resource, while inferred contained gold has increased by around 26% from the previous estimate of 99,000 ounces. Earner said the increase in both resource size and grade supported Alkane Resources' strategy of identifying supplementary ore sources capable of raising the overall grade processed through the Björkdal mill. Björkdal processes around 1.4 million tonnes per annum and produced slightly more than 41,000 ounces of gold in the previous year. Alkane Resources is allocating capital during FY2027 to begin development towards Storheden, with the company targeting potential mining from around 2029, subject to receiving the necessary environmental permit. Earner also discussed recent high-grade drilling, the narrow-vein nature of the mineralisation and ongoing investment in development, exploration, equipment and tailings capacity at Björkdal.

    Actinogen Medical targets November XanaMIA results highlighting strong June quarter

    Play Episode Listen Later Aug 2, 2026 5:16


    Actinogen Medical Ltd managing director and CEO Dr Steven Gourlay talked with Proactive about the company's June quarter progress, including preparations for the pivotal XanaMIA Alzheimer's disease trial topline results expected in November 2026. Gourlay said the fully enrolled Phase 2b/3 trial remained on schedule, with treatment, follow-up and data-cleaning activities continuing across participating sites. He described the upcoming readout as “a potentially transformational event for the company and for the clinical science, and for patients with Alzheimer's all around the world.” An independent Data Monitoring Committee completed its third review of safety data from all 247 trial participants and recommended that the study continue without amendment. Actinogen Medical ended the quarter with $16.7 million in cash. Chief Financial Officer Will Souter said the company's current funding position was expected to support operations beyond the XanaMIA results and into mid-2027. He also highlighted potential additional funding sources, including an anticipated research and development tax rebate and the possible exercise of listed and unlisted options. Gourlay also discussed positive depression trial data published in the British Journal of Psychiatry and the company's continuing engagement with regulators, including the US Food and Drug Administration and the European Medicines Agency. Visit Proactive's YouTube channel for more company interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content.

    Critical Mineral Resources CEO on latest drill results as company eyes a maiden JORC resource

    Play Episode Listen Later Jul 31, 2026 5:33


    Critical Mineral Resources PLC (LSE:CMRS, FRA:98J) CEO Charlie Long tells Proactive's Stephen Gunnion that recent drilling at the Agadir Melloul copper project in Morocco confirms the mineralised system continues, building on the company's understanding of the resource despite normal variability between drill holes. Long said the focus is on building a continuous, mineable resource rather than judging individual holes in isolation; the company's internal estimate already stands at around 25,000 tonnes of copper. Ahead of the maiden JORC resource, work is progressing in parallel on metallurgical testing, pilot plant preparation, process flow sheet design, plant site selection, tailings planning and water management studies. Detailed mine scheduling will follow once the formal resource model is in place. Long said the maiden JORC resource will be a key milestone for institutional investors and specialist mining funds, even as the company remains confident in its internal model: "We know we've got a resource already... the ultimate size of the resource is going to grow over time. It's just a matter of drilling." Watch the full interview for more on Critical Mineral Resources' strategy, upcoming milestones and development plans for Agadir Melloul. Visit the Proactive YouTube channel for more interviews with leading companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #CriticalMineralResources #CharlieLong #Copper #Mining #Morocco #AgadirMelloul #CopperMining #JORC #MineralExploration #MineDevelopment #NaturalResources #Commodities #Investing #ASX #ProactiveInvestors

    EMV Capital: AMR Bio targets FDA meeting to clear path for XF-73 Phase 3 trial

    Play Episode Listen Later Jul 31, 2026 9:25


    EMV Capital (AIM:EMVC, FRA:NTK1) CEO Dr Ilian Iliev and AMR Bio chair Nigel Brooksby joined Proactive's Stephen Gunnion to discuss progress on XF-73, the antimicrobial drug candidate advancing towards Phase 3, and the milestones that could define the company's next stage of growth. Iliev said EMV Capital is supporting AMR Bio through its Venture Build programme, combining financial backing with hands-on value creation, and believes the next nine to twelve months could represent an important inflection point for the asset. Brooksby outlined preparations for a Type B meeting with the FDA to discuss the final Phase 3 programme, saying regulatory alignment would significantly de-risk development and increase pharma industry interest. He highlighted XF-73's advantages over the current standard of care, Mupirocin: "XF is the new gold standard, will deliver a 90% reduction in Staphylococcus aureus in just four doses over 24 hours. And we've clearly demonstrated zero resistance after over 55 passages. So it's not just an incremental improvement, it's a different weapon entirely." Iliev added that reaching Phase 3 readiness within two years of formation would validate EMV Capital's Venture Build model, with capital-light funding approaches already under consideration for the Phase 3 programme. For more interviews with leading companies and market experts, visit the Proactive YouTube channel. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #EMVCapital #AMRBio #XF73 #AntimicrobialResistance #AMR #Biotech #Healthcare #DrugDevelopment #Phase3 #FDA #ClinicalTrials #InfectionPrevention #MedTech #LifeSciences #Investing #Proactive

    EMV Capital: ProAxsis eyes COPD market breakthrough with Imperial College London study

    Play Episode Listen Later Jul 31, 2026 8:05


    EMV Capital (AIM:EMVC, FRA:NTK1) CEO Dr Ilian Iliev and ProAxsis managing director Dr Louise Ryan Murphy joined Proactive's Stephen Gunnion to discuss the company's commercial transformation and the opportunity emerging from its Imperial College London COPD study. Iliev said EMV Capital has supported ProAxsis since its Queen's University Belfast spin-out, highlighting progress towards operational breakeven and a recent restructuring to broaden US investor access. Ryan Murphy explained that ProAxsis has repositioned as a commercial protease biomarker-led research company, providing kit sales, clinical services and bespoke R&D for pharmaceutical, biotech and research organisations using its patented ProteaseTag technology. The company is collaborating with six global pharmaceutical companies and supported development of Insmed's FDA-approved BRINSUPRI treatment for non-cystic fibrosis bronchiectasis. The near-term priority is the Imperial College COPD study evaluating its NEATstik point-of-use diagnostic test. "The Imperial College London study is a very important milestone study for our expansion plans into the COPD market, which has the potential to increase our revenue by order of magnitude," Ryan Murphy said. A successful outcome could also open the path to a future home self-test and entry into the regulated diagnostics market. For more interviews with listed companies and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #ProAxsis #EMVCapital #COPD #Biotech #LifeSciences #RespiratoryHealth #Diagnostics #HealthcareInnovation #ProteaseTag #NEATstik #ClinicalTrials #Pharma #Biomarkers #Investing #ProactiveInvestors

    Ilika CEO on FY26 highlights as Stereax sales begin and Goliath makes giant leaps

    Play Episode Listen Later Jul 31, 2026 5:51


    lika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A) CEO Graeme Purdy joined Proactive's Stephen Gunnion to discuss commercial progress across the company's Stereax and Goliath solid-state battery programmes. Purdy said Ilika has reached a significant milestone with Stereax, having recognised around £100,000 in revenue from the sale of commercial-grade electrodes to Cirtec for incorporation into the M300 product, due to launch later this year. A second income stream through product royalties is expected once devices reach end customers. "We have actually transitioned into a product revenue generating business," he said. On Goliath, Purdy said 10Ah prototype cells have been shipped to OEM and commercial customers for evaluation. While originally developed for electric vehicles, the prototypes have attracted strong interest from defence and e-bike markets, with Ilika now prioritising commercialisation in those non-EV segments. Key milestones to watch over the next 12 to 18 months include deeper Cirtec collaboration, Stereax integration into medical device platforms, additional Goliath commercial agreements, early non-EV revenues and progress towards Ilika's first licensing agreement. For more interviews with company executives and market updates, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Ilika #SolidStateBatteries #BatteryTechnology #Stereax #Goliath #MedicalDevices #ElectricVehicles #EVBatteries #DefenceTechnology #EBikes #EnergyStorage #CleanTech #BatteryInnovation #Investing #ProactiveInvestors

    Graphene Manufacturing Group CEO on securing Blackwoods distribution deal in Australia

    Play Episode Listen Later Jul 31, 2026 3:49


    Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) MD and CEO Craig Nicol joined Proactive's Stephen Gunnion to discuss a new distribution agreement with Blackwoods, giving GMG's G LUBRICANT and THERMAL-XR products access to thousands of industrial customers across Australia. Nicol said Blackwoods' nationwide sales force and distribution network — spanning mining operators, freight businesses and manufacturers — represents a significant commercial step for the company. Customer demand is coming from two directions: some are seeking corrosion resistance and longer equipment life, while others are focused on energy savings. Data centres are a particularly promising market, where even modest efficiency gains translate into meaningful energy reductions. "Once they do try them, we find that they're very happy to repeat purchase," Nicol said. The Blackwoods partnership is the first step in a broader international distribution strategy, with similar agreements being pursued in Europe and the United States. Production capacity is being expanded through the company's modular Gen2 technology to keep pace with growing demand. Visit the Proactive YouTube channel for more interviews with leading listed companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #GrapheneManufacturingGroup #GMG #Graphene #Blackwoods #IndustrialDistribution #Lubricants #ThermalXR #GrapheneLubricant #EnergyEfficiency #DataCentres #Mining #IndustrialTechnology #AustralianStocks #TSXV #OTCQX #ProactiveInvestors

    Dalaroo Metals plans 20,000m gold drill campaign

    Play Episode Listen Later Jul 30, 2026 5:12


    Dalaroo Metals Ltd (ASX) CEO John Morgan talked with Proactive about final preparations for a 20,000-metre drilling campaign at the Bondoukou Gold Project in Côte d'Ivoire, with maiden drilling scheduled to begin at the Wilfred target in early August 2026. Morgan said access roads, site preparation and community consultations were being completed ahead of the campaign. Phase 1 will comprise approximately 10,000 metres of reverse circulation drilling focused on Wilfred, the largest of the project's three priority targets. Morgan also discussed recent fieldwork at the Blue Lagoon project in Greenland. The company completed geological mapping and collected around 300 samples across the project area and four additional target zones. Analytical work is expected to continue over the following six months, while Bondoukou remains the company's main operational focus. Investors can expect initial assay results from Bondoukou around four to six weeks after drilling begins, subject to laboratory turnaround times. Planning for the diamond drilling phase is expected to begin approximately eight weeks into the program. Visit Proactive's YouTube channel for more interviews and market updates. Please like this video, subscribe to the channel and enable notifications for future content.

    Noble Helium details Kinambo drilling readiness

    Play Episode Listen Later Jul 30, 2026 6:20


    Noble Helium COO Dermot O'Keeffe talked with Proactive about the operational preparations for drilling the Kinambo wells at the North Rukwa Project in Tanzania. O'Keeffe said the company had completed nearly all the work planned ahead of drilling. The contracted truck-mounted rig is expected to begin mobilisation shortly before moving to the first well location around the middle of August. Once on site, it will be rigged up and undergo final inspections before drilling begins. Road construction, camp development and equipment preparation are also nearing completion. Noble Helium has built accommodation, catering, power, water and communications infrastructure to support up to 56 people during the campaign. The workforce will include the rig crew, Noble Helium personnel, medical and catering staff, equipment operators, drivers and specialists involved in well logging and sampling. O'Keeffe explained that the remote location made reliable road access and careful logistics particularly important. Long-lead items, including casing, wellhead equipment, drilling fluids, cementing products, spare parts and specialised testing equipment, are now in Tanzania and ready to be mobilised. The wells are designed to test shallow and deep helium-bearing structures identified through 3D seismic reprocessing and gravity work. Noble Helium is currently targeting a late-August spud, subject to final commissioning and normal operational contingencies. Visit Proactive's YouTube channel for more videos. Please like this video, subscribe to the channel and enable notifications for future content.

    Firefly Metals' Resource update to feed August economic study

    Play Episode Listen Later Jul 30, 2026 5:27


    FireFly Metals Ltd managing director Steve Parsons talked with Proactive about the company's progress at the Green Bay Copper-Gold Project during the June 2026 quarter, including high-grade drilling results, resource development and preparations for an upcoming economic study. Parsons said drilling at the project continued to deliver some of the strongest copper and gold intersections recorded on the property. He explained that FireFly Metals is undertaking infill drilling to convert more of the approximately 80-million-tonne mineral resource into the measured and indicated categories. Discussing the project's high-grade Core Zone, Parsons said it contained nearly 20 million tonnes at close to 4% copper equivalent. He described Green Bay as primarily a copper orebody with an additional gold credit, noting that copper represented most of the contained metal value. The updated resource is expected to support a preliminary economic assessment and scoping study for an upscaled restart of production at Green Bay. FireFly Metals is targeting completion of the study in August 2026, with the high-grade Core Zone expected to play an important role during the early years of the proposed mine plan. Parsons also highlighted the company's strong funding position, with approximately A$196.4 million in cash and liquid investments at the end of the quarter. Six underground drill rigs were operating at Green Bay, while drilling and targeting activities were also progressing around nearby deposits and regional exploration areas, including Rambler, East Mine and Tilt Cove. Visit Proactive's YouTube channel for more company interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content.

    Beetaloo Energy targets first gas sales as pilot production nears

    Play Episode Listen Later Jul 30, 2026 5:51


    Beetaloo Energy Managing Director Alex Underwood joined Steve Darling from Proactive to discuss the company's progress toward first gas sales, which are expected in the fourth quarter of 2026 as it transitions into pilot production in Australia's Beetaloo Basin. Underwood said the company's gas processing plant remains on schedule and on budget, with construction completed without any safety or environmental incidents. Beetaloo has already drilled and hydraulically fractured three horizontal wells and has received regulatory approval to commence pilot gas production. The company also recently completed a seismic survey over its western basin acreage, acquired several years ago, which is estimated to contain approximately 20 trillion cubic feet (TCF) of recoverable gas. Interpretation of the new seismic data is now underway to help define future horizontal drilling locations across the property. Financially, Underwood said Beetaloo is in its strongest position to date, with approximately A$125 million in available liquidity, including cash and undrawn credit facilities. He added that the company has no near-term plans to raise additional equity. Beetaloo has also entered a funding agreement with Territory Sands to establish a local sand supply for future hydraulic fracturing operations, with deliveries expected to begin next year. Beyond upstream operations, Beetaloo is advancing plans to support data centre infrastructure near Darwin after being awarded strategic land by the Northern Territory government. The company has signed an MOU with Halliburton related to power generation equipment and is working with third parties on a pipeline to transport larger gas volumes to Darwin. Underwood emphasized that the data centre initiative complements Beetaloo's core gas business, with external partners expected to provide much of the capital and expertise for downstream infrastructure. #proactiveinvetors #beetalooenergy #asx #btl #energy #NaturalGas #Energy #Australia #BeetalooBasin #EnergyTransition #OilAndGas #Infrastructure #DataCentres #EnergyNews

    AOTI set for expanded Medicare coverage following positive CMS proposal

    Play Episode Listen Later Jul 30, 2026 5:08


    AOTI CEO Dr. Mike Griffiths joined Steve Darling from Proactive to discuss a major regulatory milestone after the Centers for Medicare & Medicaid Services (CMS) issued a proposed Local Coverage Determination (LCD) supporting the use of topical oxygen therapy for diabetic foot ulcers that have failed to heal after four weeks of optimized care. Griffiths said that following a 45-day public comment period, CMS is expected to finalize the LCD within the next year. Once approved, the policy would establish Medicare coverage and reimbursement criteria for AOTI's TWO2® intermittent topical wound oxygen therapy, significantly expanding patient access across the United States. Management believes the final LCD will be transformative, providing access to approximately 69 million Medicare beneficiaries, including a population with high rates of diabetes and diabetic foot ulcers. The company also expects the decision to accelerate reimbursement across Medicaid, commercial insurers, and managed care organizations, substantially reducing reimbursement risk. AOTI currently holds an estimated 75% share of the topical oxygen therapy market, driven by its TWO2® platform, which the company says is the only intermittent topical oxygen wound therapy available. Multiple peer-reviewed clinical studies have demonstrated improved long-term healing outcomes compared with continuous topical oxygen therapy and other advanced wound care treatments. The company believes it is well positioned to capitalize on the expanded opportunity, with an existing commercial infrastructure spanning 26 states and reaching approximately 86% of the U.S. population. Management estimates its current serviceable market represents a $400 million revenue opportunity, while broader CMS-driven reimbursement could expand the addressable market to approximately $26 billion over the longer term. Griffiths said the proposed CMS decision represents a significant milestone that could drive wider adoption of TWO2® therapy while improving access for Medicare patients suffering from chronic diabetic foot ulcers. #proactiveinvestors #aoti #aim #topicalwoundoxygen #two2 #woundcare #Healthcare #MedTech #OxygenTherapy #DiabeticFootUlcers #WoundCare #MedicalTechnology #HealthcareInnovation #TopicalOxygenTherapy #MedTech #Healthcare

    Purepoint Uranium reports strong radioactivity at Nova Discovery on Dorado Project

    Play Episode Listen Later Jul 30, 2026 4:12


    Purepoint Uranium Group CEO Chris Frostad joined Steve Darling from Proactive to discuss results from the first phase of the company's 2026 summer drill program at the Dorado Project, where the final drill hole intersected a broad interval of strong radioactivity at the Nova Discovery. The final hole before a scheduled mid-program break, NV26-11, intersected 5.6 metres of continuous radioactivity averaging 11,730 counts per second (cps), with a peak reading of 53,300 cps, according to downhole probe measurements. Laboratory assays are pending, but management said the radiometric response is consistent with the high-grade uranium mineralization previously identified at Nova. Frostad said the latest results provide another important data point supporting the company's geological model. He added that the continuity and strength of the radioactive interval will help refine exploration priorities when drilling resumes following the two-week break. The first phase of the summer program tested both the Q23 and Nova target areas. While the initial three holes encountered localized radioactive intervals that improved the company's understanding of the project's geology and structural controls, hole NV26-11 delivered the broadest continuous radioactive interval of the program within a strongly hematite-altered granitic gneiss and pelitic gneiss contact. During the drilling pause, Purepoint will complete detailed geological logging, structural interpretation, and geochemical analysis before determining the next phase of drilling aimed at further defining the continuity and orientation of the Nova mineralized system. #proactiveinvestors #purepointuraniumgroup #tsxv #ptu #otcqb #ptuuf #Uranium #AthabascaBasin #UraniumExploration #SaskatchewanMining #DoradoProject #SaskatchewanMining #Mining #Drilling #ResourceDevelopment #MiningNews

    Fox Tungsten intersects visible Scheelite across multiple drill targets at Fox project

    Play Episode Listen Later Jul 29, 2026 3:08


    Fox Tungsten CEO Steve Gray joined Steve Darling from Proactive to provide an update on the company's fully funded 20,000-metre diamond drill program at the Fox Project in British Columbia, where drilling has intersected visible scheelite mineralization across multiple target areas. Gray said that while analytical assay results are still pending, visual observations from the drilling campaign are encouraging and suggest the exploration program is successfully expanding the project's mineralized footprint. The company has also identified several previously unrecognized parallel mineralized zones at the Fox North target. Visible scheelite has been observed in 100% of the exploration holes completed at Fox North, as well as in all seven reverse circulation resource expansion holes drilled to date, providing further confidence in the continuity of mineralization. Fox Tungsten continues to operate two diamond drill rigs as part of the ongoing 20,000-metre program. Initial assay results are expected in the coming weeks and will provide further insight into the grade and extent of the mineralized zones. Management believes the early drilling results reinforce the potential to expand the Fox Project's tungsten resource and further define one of North America's emerging critical minerals assets. #proactiveinvestors #happycreekmineralsltd #tsxv #foxt #Tungsten #FoxTungsten #TungstenProject #Mining #CriticalMinerals #Tungsten #BritishColumbia #Drilling #ResourceDevelopment #MiningNews #Scheelite

    Kingfisher Mining targets copper blow resource

    Play Episode Listen Later Jul 28, 2026 6:42


    Kingfisher Mining Ltd managing director Chris Bittar talked with Proactive about the company's June 2026 quarter, during which it completed 24 reverse circulation drill holes for 2,962 metres across its Broken Hill copper-gold and base metals portfolio. The drilling campaign included work at the flagship Copper Blow Copper-Gold Project, Stephens Trig and Allendale. Copper Blow remained the principal focus, with Kingfisher Mining completing 10 holes for 1,576 metres as it continued infill and extensional drilling ahead of a planned maiden mineral resource estimate. Further drilling is planned at Copper Blow, with upcoming work expected to focus on extensions along strike and at depth. Diamond drilling is also planned to support preliminary testing of the oxide portion of the mineralised body. At Stephens Trig and Allendale, Kingfisher Mining completed follow-up drilling around areas of historical zinc and lead-zinc mineralisation. The company is using these projects to develop a broader exploration pipeline supported by its mining and processing agreement with Broken Hill Mines. Bittar said the agreement could allow Kingfisher Mining to assess lower-capital development options without needing to construct standalone processing infrastructure. He added that the company would evaluate the most economical route as its understanding of Copper Blow develops. Visit Proactive's YouTube channel for more videos. Please give the video a like, subscribe to the channel and enable notifications for future content.

    Carnavale Resources advances high-grade Kookynie Gold Project in June quarter

    Play Episode Listen Later Jul 28, 2026 6:50


    Carnavale Resources Ltd managing director Humphrey Hale talked with Proactive about progress toward developing the company's high-grade Kookynie Gold Project during the June 2026 quarter. Hale said Carnavale had completed most of the technical work required for the bankable feasibility study (BFS), with the remaining work focused on mine scheduling, financial modelling, compiling the study reports and preparing the final publication. The project's updated mineral resource stands at 855,000 tonnes grading 4.4 grams per tonne gold for approximately 120,000 ounces. Hale highlighted the increased proportion of measured resources within the proposed open pits, which is expected to improve confidence in the project's mineability and support the future conversion of resources into reserves. Carnavale is pursuing a low-capital development strategy based on contract mining and toll treatment or ore purchase arrangements with a nearby third-party processor. This approach would avoid the need to construct a processing plant, which Hale estimated could require around A$200 million in capital. The company also plans a 5,000-metre exploration program targeting prospective structures near the granite-greenstone boundary northwest of the proposed open pits. Carnavale reported approximately A$3 million in cash, providing funding for the next stage of exploration. Visit Proactive's YouTube channel for more company interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content.

    Miivo AI launches AI-powered customer insights tool for Small and medium business

    Play Episode Listen Later Jul 28, 2026 4:16


    Miivo AI CEO Alex Damouni joined Steve Darling from Proactive to discuss the launch of the company's new Customer Insights platform, a standalone AI-powered tool that helps small and mid-sized businesses monitor customer sentiment and manage their online reputation across Google Reviews, Instagram, and Reddit. Damouni said the self-serve platform is designed to reduce the time businesses spend tracking and responding to customer feedback. Using artificial intelligence, the tool analyzes review trends and sentiment patterns to deliver actionable recommendations that can help improve customer experience, strengthen brand reputation, and increase customer retention. The platform also enables users to monitor reviews and online mentions in real time while generating AI-powered, on-brand draft responses, reducing the need for manual monitoring or generic replies. Customer Insights requires no onboarding or third-party software and is available as a standalone product within Miivo's growing suite of AI business solutions. The launch expands Miivo's offerings beyond operational, financial, and sales intelligence, adding customer experience and reputation management to its portfolio. Management believes online reputation remains a significant challenge for many small and mid-market businesses, and the new platform is designed to provide an affordable, easy-to-use solution. Damouni added that Miivo continues to develop AI tools focused on solving real-world business challenges, with additional products currently in testing and expected to launch over the coming months. #proactiveinvestors #miivoai #tsxv #mivo #AIForBusiness #Business #ArtificialIntelligence #CustomerExperience #ReputationManagement #CustomerInsights #SmallBusiness #BusinessIntelligence #AI #DigitalMarketing #BusinessGrowth

    Gersan Elektrik expands global growth strategy with OTCQX market listing

    Play Episode Listen Later Jul 28, 2026 4:54


    Gersan Elektrik Ticaret ve Sanayi Chief Legal Officer Yahya Engin joined Steve Darling at Proactive's OTC studio in New York City to discuss the company's admission to the OTCQX Best Market, a milestone that supports its strategy to expand its international presence and increase visibility among U.S. investors. Engin said the OTCQX listing strengthens Gersan Elektrik's global profile while providing U.S. institutional and retail investors with easier access to the company's shares under the ticker GERLF. He added that the listing also enhances confidence among contractors, engineering firms, and energy sector customers as the company grows its presence in North America and other Western markets. Gersan Elektrik manufactures a broad range of electrical infrastructure products, including busbars, LED bus systems, EV charging stations, earthing materials, and cable trays, exporting to approximately 120 countries worldwide. Management believes the company's manufacturing expertise and international footprint position it well for continued global expansion. The interview also highlighted Gersan Elektrik's decade-long relationship with SmartBolts, which has evolved into a new joint venture. Under the agreement, the partners plan to manufacture SmartBolts products in Türkiye while also collaborating to produce Gersan Elektrik products in the United States, strengthening manufacturing capabilities in both markets. Reflecting on the OTCQX listing, Engin said the achievement represents an important milestone for the company as it continues to build its international brand and expand opportunities in global infrastructure and energy markets. #proctiveinvestors #otcqx #gerlf #turkiye #industrialmanufacturing #evcharging #electricpanels #cablecarriersystems #lightingsystems #powertransmission #ElectricalInfrastructure #Energy #EVCharging #Manufacturing #GlobalExpansion #Infrastructure #BusinessGrowth

    Altius Minerals doubles down on TNR Gold's royalty strategy as first cashflow nears

    Play Episode Listen Later Jul 28, 2026 10:05


    TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) executive chairman Kirill Klip joined Proactive's Stephen Gunnion to discuss key milestones across the company's royalty portfolio, from fresh institutional backing to the first signs of cash flow. Altius Minerals has increased its TNR holding to 30,935,000 shares through open market purchases — a move Klip described as further validation of the company's royalty strategy. More significantly, Ganfeng Lithium has begun production at the Mariana Lithium project in Argentina and exported its first lithium chloride, bringing TNR's first royalty payment into sight. "TNR Gold will graduate from project generation royalty company to hopefully royalty generation cash flow company," Klip said. On Los Azules, Klip highlighted improving copper project economics, progress towards a final investment decision and reported interest from Rio Tinto in increasing its exposure, alongside the potential McEwen Copper IPO as a catalyst to watch. The interview also covered the Shotgun Gold Project in Alaska, where TNR is pursuing a joint venture strategy with major miners while keeping its own capital expenditure minimal and generating data for potential partners. For more interviews with mining and resource company executives, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #TNRGold #Mining #Gold #Copper #Lithium #MarianaLithium #LosAzules #GanfengLithium #AltiusMinerals #McEwenCopper #ArgentinaMining #AlaskaMining #Royalties #CriticalMinerals #ResourceInvesting

    Pathos Communications: strong H1 debut as AI publicist Pressella takes shape

    Play Episode Listen Later Jul 28, 2026 6:09


    Pathos Communications Plc (LSE:NEWS) founder and CEO Omar Hamdi joined Proactive's Stephen Gunnion to discuss a strong first half following the company's public listing, with double-digit growth in both revenue and EBITDA, rising cash receipts and continued AI investment. Hamdi attributed the performance to a large addressable market, expanding customer relationships and a growing range of services driving repeat business and larger engagements. He described it as "a very, very solid start to the year and start to life as a public company." The AI strategy centres on Pressella, the company's virtual publicist, which Hamdi sees delivering value in two ways: improving internal productivity and enabling generative engine optimisation, helping clients improve how they're represented by large language models like ChatGPT. Hamdi said the company is taking a measured approach, leveraging seven years of proprietary data to train the platform. "We're not in a rush. We've got to get this right," he said. Entering the second half with nearly $1 million in deferred income and around $6 million available, Pathos is actively evaluating both organic growth and acquisition opportunities. Visit the Proactive YouTube channel for more interviews with leading companies and market experts. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #PathosCommunications #OmarHamdi #PublicRelations #AI #ArtificialIntelligence #GenerativeAI #GenerativeEngineOptimization #GEO #ChatGPT #InvestorRelations #SmallBusiness #GrowthStocks #BusinessGrowth #LondonStockExchange #ProactiveInvestors

    Quantum Blockchain's ASIC UltraBoost patent nears grant; licensing talks with chip makers begin

    Play Episode Listen Later Jul 28, 2026 7:45


    Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) CEO Francesco Gardin joined Proactive's Stephen Gunnion to discuss the company's ASIC UltraBoost technology, its expected US patent grant and the commercial opportunity ahead. Gardin said the patent process should conclude within four to six weeks of fees being paid, though the company remains cautious until the grant is officially issued. The technology targets the hardware implementation of Bitcoin's SHA-256 algorithm, an area where meaningful advances have been rare, and is estimated to reduce logic gates by 5%-8% while cutting energy consumption by 2%-5%. "According to our estimate, the saving is between 5 and 8% in terms of logic gates. In terms of energy, it's between 2 and 5%," Gardin said, adding that across large-scale mining operations the cumulative impact could be substantial. The company is already working with an ASIC manufacturer and is seeking specialist semiconductor expertise to structure licensing and royalty agreements. With the potential buyers clearly identified as ASIC chip makers, Gardin said the pathway to commercialisation is well defined. Watch the full interview to hear Francesco Gardin discuss the patent timeline, ASIC UltraBoost's potential efficiency improvements and Quantum Blockchain Technologies' commercial strategy. Visit the Proactive YouTube channel for more interviews with listed companies, and don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #QuantumBlockchainTechnologies #QuantumBlockchain #FrancescoGardin #Bitcoin #BitcoinMining #ASIC #ASICUltraBoost #Semiconductors #Patent #IntellectualProperty #CryptoMining #BlockchainTechnology #EnergyEfficiency #MiningTechnology #Proactive

    TMX VettaFi: AI, drones and cyber are reshaping defence investment themes

    Play Episode Listen Later Jul 28, 2026 8:45


    TMX VettaFi head of business development EMEA & Asia Axel Belorde joined Proactive's Stephen Gunnion to discuss the technologies shaping the future of defence investing and what investors should be watching. Belorde highlighted autonomous systems, AI, battlefield management software and cybersecurity as the key themes driving defence sector evolution. He explained that autonomous technologies now extend well beyond drones to cover robotics, unmanned systems and AI-powered software that integrates multiple data sources for better operational decision-making, with lower-cost platforms delivering significant capability while reducing dependence on critical minerals and heavy manufacturing. On software, Belorde stressed its growing strategic importance. "More and more data is going to win wars. Well, guess what? If that data gets compromised, you're better off with no data than compromised data." He also highlighted the dual-use nature of many defence technologies, spanning logistics, predictive maintenance and public safety, which broadens the investment opportunity beyond traditional aerospace and defence manufacturers. For ETF investors, he suggested looking beyond established names towards data integration, cybersecurity and autonomous systems companies. Visit the Proactive YouTube channel for more interviews with leading companies and industry experts. If you enjoyed this video, please like, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #TMXVettaFi #Defence #DefenceInvesting #DefenceETF #ETFInvesting #ArtificialIntelligence #AI #AutonomousSystems #Drones #Cybersecurity #BattlefieldManagement #MilitaryTechnology #Robotics #DefenceTechnology #Investing #Innovation #EMEA #CapitalMarkets #SecurityTechnology #Proactive

    Tooru CEO: repeat purchases and retail momentum driving OAF and Pulsin growth

    Play Episode Listen Later Jul 28, 2026 3:30


    Tooru PLC (AIM:TOO, FRA:73N) CEO Scott Livingston joined Proactive's Stephen Gunnion to discuss strong commercial momentum across the OAF and Pulsin brands, driven by repeat purchasing and expanding retail distribution. Livingston said retailers are responding to strong sales data by adding the brands to their shelves, with new listings secured across territories including Benelux alongside existing partners such as Holland & Barrett and TK Maxx. The company's "everywhere always" distribution strategy aims to make products as widely accessible as possible. "We've got a product where people are buying, they're telling others and they're buying again. And that's the secret to building a brand," he said. He also noted that consumers are paying more attention to ingredient quality and provenance, creating an opportunity for Tooru's products to stand out beyond price and taste alone. Key milestones ahead include further listings with larger grocery retailers, additional OAF and Pulsin store rollouts and continued international expansion. For more interviews with company executives and the latest market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #TooruPLC #ScottLivingston #OAF #Pulsin #RetailGrowth #ConsumerBrands #FoodInnovation #HealthySnacks #RetailExpansion #InternationalGrowth #Tesco #Asda #HollandAndBarrett #TKMaxx #Investing #ProactiveInvestors

    Ocean Power Technologies expands maritime platform with subsea technology acquisition

    Play Episode Listen Later Jul 28, 2026 4:37


    Ocean Power Technologies CEO Philipp Stratmann joined Steve Darling from Proactive to discuss the company's acquisition of strategic subsea technology assets from Columbia Power Technologies, a move that expands its AI-enabled maritime infrastructure platform from the ocean surface to the seabed. Stratmann said the acquisition adds intellectual property and engineering expertise in subsea power systems, complementing the company's existing capabilities in offshore power generation, autonomous surface vehicles, maritime sensing, communications, and AI-powered software. The enhanced platform is designed to support persistent underwater operations, including autonomous underwater vehicles, subsea sensing, distributed communications, and long-duration maritime missions. The company also reported financial results for fiscal 2026, which management described as a transformational year as Ocean Power Technologies evolved from technology demonstrations to operational deployments serving defense, security, and commercial customers. Highlights included securing the company's largest deployment and recurring revenue contract—an approximately $6.5 million U.S. Coast Guard PowerBuoy® maritime domain awareness program—as well as integrating its PowerBuoy®, Merrows® AI platform, and autonomous technologies into active maritime security missions alongside leading defense partners, including Anduril. Ocean Power Technologies also ended the year with a record backlog of $19.8 million, a 58% increase from the previous year, providing improved visibility into future revenue. Looking ahead, Stratmann said the company's priorities include executing the U.S. Coast Guard deployment, converting its record backlog into revenue, and expanding relationships with U.S. government agencies, allied nations, and major defense contractors as demand for AI-enabled maritime infrastructure continues to grow. #proactiveinvestors #oceanpowertechnologiesinc #nyseamerican #optt #PhillipStratmann #PowerBuoy #WAMV #MaritimeTech #MaritimeTechnology #DefenseTech #ArtificialIntelligence #AutonomousSystems #USCoastGuard #OceanInnovation #Defense #CleanTech

    Zephyr Energy CEO says $15m Atlas deal strengthens Paradox strategy

    Play Episode Listen Later Jul 28, 2026 11:05


    Zephyr Energy PLC (AIM:ZPHR, OTCQB:ZPHRF, FRA:VD5N) CEO Colin Harrington joined Proactive's Stephen Gunnion to discuss a letter of intent with Atlas Commodity Markets for up to US$15 million in pre-production financing for the Paradox Project - a moment he described as "seminal" for the company. The proposed prepaid commodity purchase agreement would fund infrastructure, well workovers and future drilling without new equity issuance or any reduction in Zephyr's working interest, with repayment coming from future production. Atlas has marketed Paradox production since 2021, giving it deep familiarity with the project's profile and an established gas processing and marketing network. Harrington said the deal gives Zephyr options: "This allows us to go independently and allows us a backstop, which means that we can choose whether to develop this on our own or with a larger partner, and we'll do whatever is best for shareholder value." The financing complements the ongoing farm-out process rather than replacing it, while the non-operated portfolio continues to perform strongly with last year's acquisition already having paid for itself. For more interviews with leading companies and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #ZephyrEnergy #ParadoxProject #AtlasCommodityMarkets #OilAndGas #EnergyStocks #NaturalGas #EnergyInvestment #LSE #Investing #Commodities #Shareholders #ProactiveInvestors

    Trust Stamp selected for EU advanced semiconductor technology initiative

    Play Episode Listen Later Jul 28, 2026 5:47


    Trust Stamp Executive Director and Project Lead Berta Pappenheim joined Steve Darling from Proactive to discuss the company's selection as a direct participant in the Important Project of Common European Interest on Advanced Semiconductor Technologies (IPCEI AST), supported by Malta Enterprise. Pappenheim said the IPCEI AST is a major European initiative designed to strengthen the continent's sovereignty, security, and resilience across the advanced semiconductor value chain. The program brings together industry leaders and research organizations to accelerate the development and commercialization of next-generation chip technologies. Funding for the initiative is still being finalized, following the success of the earlier IPCEI ME/CT program, which mobilized up to €8.1 billion in public investment across 14 EU member states. Trust Stamp will contribute through two key collaborative projects. The first focuses on developing a secure semiconductor identity platform that links verified human identities with hardware-based device authentication using technologies such as physically unclonable functions (PUFs) and Trust Stamp's biometric tokenization. The platform is designed to help prevent unauthorized access to critical communications, IoT, and safety-critical systems. The second collaboration will explore AI-assisted processing of neural signals generated by an emerging biosignal chip platform, while integrating secure hardware authentication to protect sensitive data and strengthen device security. Pappenheim said the company's participation has been made possible through the support of Malta Enterprise, which is helping position Malta and its technology sector within Europe's strategic semiconductor ecosystem while fostering collaboration between industry and academic partners. Management believes the project strengthens Trust Stamp's position at the intersection of advanced semiconductors, artificial intelligence, secure digital identity, and biometric security, supporting the development of next-generation trusted technology solutions. #proactiveinvestors #truststamp #nasdaq #idai #IdentityTech #Semiconductors #ArtificialIntelligence #Cybersecurity #DigitalIdentity #Biometrics #EuropeanUnion #IPCEI #Innovation #Technology

    JURY ETF combines high dividends with strict human rights screening

    Play Episode Listen Later Jul 28, 2026 7:26


    Ethical Screening managing director Mike Head and sales and client manager Jonny White joined Proactive's Stephen Gunnion to discuss the JURY Global High Dividend UCITS ETF (LSE:JURY) and explain how it combines an income-focused investment strategy with rigorous human rights screening. White explained why the ETF goes beyond traditional ESG investing, using a transparent, evidence-based methodology developed over more than 30 years to exclude companies linked to the most serious human rights violations. Rather than relying on ESG ratings, the approach draws on internationally recognised frameworks, including the UN Guiding Principles on Business and Human Rights. Head also discussed research suggesting many sustainable investment funds continue to hold companies that some investors may not expect, arguing there is growing demand for a more robust approach to ethical investing. The interview also explores the fund's commitment to directing 10% of its management fee to humanitarian initiatives through the Justice Company Foundation and outlines how the product range could evolve in the future. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #EthicalScreening #JuryETF #ESGInvesting #HumanRights #ResponsibleInvesting #UCITSETF #SustainableInvesting #DividendInvesting #ETF #ProactiveInvestors #JURY #HANetf

    Medicus Pharma cleared by FDA for registrational Phase 2b trial in patients with Gorlin Syndrome

    Play Episode Listen Later Jul 27, 2026 6:40


    Medicus Pharma CEO Dr Raza Bokhari joined Steve Darling from Proactive to discuss the company's receipt of a "Study May Proceed" letter from the U.S. Food and Drug Administration (FDA), authorizing the start of its NDA-enabling Phase 2b clinical trial for SkinJect® in patients with Gorlin Syndrome. The FDA clearance follows the company's submission of the SKNJCT-005 study protocol and its response to the agency's June 2026 information requests, completing the safety review of the Investigational New Drug (IND) application. The Phase 2b, open-label, multicenter trial will evaluate SkinJect® 200 mcg in up to 50 patients with Gorlin Syndrome who develop multiple basal cell carcinomas (BCCs) requiring repeated surgical treatment. The study is designed to generate the efficacy and safety data needed to support a future New Drug Application (NDA). Gorlin Syndrome is a rare inherited genetic disorder linked to abnormalities in the Hedgehog signaling pathway, causing patients to develop numerous basal cell carcinomas beginning in childhood or early adulthood. Many patients undergo repeated surgeries throughout their lives, often resulting in scarring, functional impairment, and significant quality-of-life challenges. Bokhari said the FDA authorization marks a major regulatory milestone, allowing Medicus to advance SkinJect® into a registrational study that could provide a less invasive treatment option for patients living with this rare disease. #proactiveinvestors #nasdaq #mdcx #tsxv #mdcx #pharma #SkinJect #ClinicalTrials #FDA #Biotech #RareDisease #GorlinSyndrome #BasalCellCarcinoma #DrugDevelopment #HealthcareInnovation

    Nextech3D.ai provides update in acquisition of remaining ARway shares, strengthening AI platform

    Play Episode Listen Later Jul 27, 2026 5:08


    Nextech3D.ai CEO Evan Gappelberg joined Steve Darling from Proactive to provide an update on the company's proposed acquisition of all outstanding shares of ARway Corporation that it does not already own, following the recent signing of a definitive agreement between the two companies. On a standalone basis, ARway generated approximately $1.58 million in revenue and $1.52 million in gross profit for the fiscal year ended March 31, 2026, highlighting the strength of its augmented reality navigation business. Nextech currently owns approximately 40% of ARway's outstanding shares, while management and insiders hold an additional 20%. Upon completion of the transaction, expected in October 2026, ARway will become a wholly owned subsidiary, bringing its technology, intellectual property, and event technology assets fully under the Nextech umbrella. Gappelberg said combining ARway with Map Dynamics will create a more unified AI-powered platform for the global events industry. Management expects the integration to accelerate product innovation, eliminate duplicate overhead, improve operational efficiency, and expand recurring SaaS revenue opportunities. The company believes consolidating its event technology portfolio will further strengthen Nextech's position as an AI-first technology company focused on event technology, augmented reality, spatial computing, and digital engagement while creating long-term value through a more streamlined business. #proactiveinvestors #nextech3d.al #otcqx #nexcf #cse #ntar #EvanGappelberg #arway #ArtificialIntelligence #SpatialComputing #EventTech #ArtificialIntelligence #SaaS #DigitalInnovation #Technology #BusinessGrowth

    First Phosphate receives accelerated Quebec government support for Bégin-Lamarche project

    Play Episode Listen Later Jul 27, 2026 2:58


    First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to discuss the company's Bégin-Lamarche igneous rock phosphate project being granted Filon support status by Quebec's Ministry of Natural Resources and Forests (MRNF), a designation aimed at accelerating strategic mining projects in the province. Passalacqua said the Filon program is designed to foster collaboration between the company and government agencies, helping streamline discussions related to mining permits, authorizations, and key project development milestones. The initiative is part of Quebec's strategy to advance critical and strategic mineral projects. The province highlighted the Bégin-Lamarche project as an opportunity to transform Quebec's geological resources into an economic advantage by developing a high-purity phosphate deposit for the lithium iron phosphate (LFP) battery sector. Officials said the project supports the province's vision of building a more innovative and resilient economy focused on future industries. Passalacqua welcomed the designation, noting that the project plays an important role in strengthening the North American LFP battery supply chain by providing a domestic source of high-purity phosphate, a key battery material. The Filon initiative was introduced under the Québec Strategy for the Development of Critical and Strategic Minerals 2025–2031, reflecting the province's commitment to accelerating projects that support the clean energy transition and critical minerals development. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqx #frspf #frspf #BeginLamarche #LFPBatteries #CriticalMinerals #Phosphate #QuebecMining #CleanEnergy #EnergyTransition #MiningNews

    Critical Mineral Resources: geologist sees district-scale copper potential in Morocco

    Play Episode Listen Later Jul 27, 2026 4:41


    Independent geologist Nigel Chapman spoke to Proactive's Stephen Gunnion after returning from a site visit to Critical Mineral Resources PLC (LSE:CMRS, FRA:98J)'s Agadir Melloul copper project in Morocco. Chapman said the project has the potential to be district-scale, with mineralisation that keeps extending east, south and north the more drilling is carried out - and with less than 5% of the land package drilled so far. Chapman explained why the sediment-hosted copper deposit is attractive from an exploration standpoint: it outcrops at surface, dips gently eastward, and the mineralogy and geology are already well understood from core drilling completed to date. That means the team is essentially following known mineralisation rather than searching blind. He described a potential hub-and-spoke development model, where a central processing plant handles ore trucked in from satellite deposits as they are discovered across the land package. He said this structure means the project can expand as exploration continues. Looking ahead, Chapman said he will be watching whether the mineralogy of outlying deposits matches the main zone, and whether mineralisation remains tied to the unconformity between the basement rock and overlying sediments - the same horizon that controls copper at the main Aouam target. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #CriticalMineralResources #CMR #copper #Morocco #mining #exploration #criticalmineral #juniorminig #commodities #ProactiveInvestors

    Novo Resources completes maiden RC drilling; targets new Pilbara discoveries

    Play Episode Listen Later Jul 26, 2026 6:07


    Novo Resources executive co-chairman Mike Spreadborough and general manager of exploration Rohan Williams talked with Proactive about maiden reverse circulation drilling at the company's Wyloo Polymetallic Project in Western Australia's Pilbara, where work confirmed a significant hydrothermal alteration system and returned high-grade silver and antimony mineralisation from surface. Spreadborough explained that Novo Resources is focused on greenfields exploration and follows a disciplined, staged approach to assessing its portfolio. Williams said the drilling had improved Novo Resources' understanding of the broader hydrothermal system at Wyloo. He highlighted the Vera prospect, located immediately east of the initial drilling area, where high-grade antimony rock-chip results have been identified within a shear zone. A soil-sampling grid remains open to the north, giving the company scope to extend its geochemical coverage. Novo also plans further infill soil sampling, mapping and groundwork across additional targets before determining the most effective locations for future drilling. Spreadborough also discussed the early-stage Toolunga project, a land package of approximately 1,200 square kilometres containing both Novo Resources-owned and joint-venture ground. Historical geophysical work has helped the company identify three principal targets. Subject to approvals, fieldwork is planned ahead of a potential drilling campaign in early 2027. Visit Proactive's YouTube channel for more interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content. #NovoResources #WylooProject #SilverExploration #Antimony #CopperExploration #GoldExploration #Pilbara #WesternAustralia #MiningNews #MineralExploration #ASXNVO #TSXNVO #NSRPF #ProactiveInvestors

    Aruma Resources' Tillex phase two drilling targets deposit growth

    Play Episode Listen Later Jul 26, 2026 4:54


    Aruma Resources Ltd managing director Grant Ferguson talked with Proactive about the company's approximately 3,600-metre Phase 2 diamond drilling program at the Tillex Copper-Silver Project in Ontario. The new campaign is designed to test extensions to the wide, high-grade copper-silver mineralisation identified during Aruma Resources' initial drilling program. Ferguson said the key objectives were to continue testing the known southwest strike extent of the deposit, investigate whether mineralisation extends farther southwest and begin assessing the system's depth potential. A significant focus of the program is a strong electromagnetic conductor identified from recent downhole electromagnetic surveying. The Phase 2 program is intended to expand the known mineralised footprint, improve Aruma Resources' understanding of the geometry and continuity of the copper-silver system and support progress towards a maiden mineral resource estimate. Visit Proactive's YouTube channel for more company interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content.

    Horizon Gold's Gum Creek DFS targets first production in 2028

    Play Episode Listen Later Jul 23, 2026 6:50


    Horizon Gold Ltd managing director Scott Williamson talked with Proactive about the definitive feasibility study for the company's 100%-owned Gum Creek Gold Project in Western Australia and its planned transition from explorer to developer. The open-pit study outlines a financially robust development pathway targeting first production in the second half of 2028. Gum Creek is expected to produce an average of 98,000 ounces of gold per annum during the first five years, with total recovered production of 880,000 ounces across an initial 10-year mine life. Based on a gold price of A$5,500 per ounce, the project is forecast to generate A$1.85 billion in pre-tax free cash flow, a pre-tax net present value of A$1.31 billion and an internal rate of return of 53.1%. Pre-production capital is estimated at A$350 million, including mine development, a new processing plant, supporting infrastructure and contingency. The study estimates an all-in sustaining cost of A$2,995 per ounce and a payback period of 23 months from first production. Williamson also highlighted potential upside from a future mill expansion, underground resources and additional exploration results from areas including Kingfisher and Swan. Horizon Gold now plans to advance permitting, financing discussions, early works and long-lead development items as it moves Gum Creek closer to construction and production. Visit Proactive's YouTube channel for more company interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content. #HorizonGold #GumCreek #GoldMining #GoldProject #ASXHRN #HZGLF #WesternAustralia #MiningStocks #GoldExploration #DefinitiveFeasibilityStudy #GoldProduction #MiningInvestment #ASXMining #AustralianGold #ProactiveInvestors

    Lightning Minerals advances Warby Tungsten Project

    Play Episode Listen Later Jul 23, 2026 5:09


    Lightning Minerals managing director Troy Brice talked with Proactive about the completion of phase-two exploration at the company's wholly owned Warby Tungsten Project in North Queensland. The recently completed field program collected around 90 samples from priority targets as Lightning Minerals works toward identifying potential sites for an initial drilling campaign. Brice said the program had been completed ahead of schedule and under budget, with the latest geological mapping and sampling continuing to strengthen the company's understanding of the project. Assay results are expected around mid-August. Lightning Minerals will use those results to refine its geological model and determine where clusters of higher-grade tungsten mineralisation may be present. The company is also considering geophysical work to improve the accuracy of future drill targeting and ensure exploration capital is deployed carefully. Brice also discussed Warby's location near the operating Mount Carbine tungsten mine and the strategic importance of establishing secure Australian supplies of tungsten. Depending on the results of the current program, initial drilling could take place late in the year or early the following year. Visit Proactive's YouTube channel for more interviews and market updates. Please give the video a like, subscribe to the channel and enable notifications for future content. #LightningMinerals #WarbyTungsten #Tungsten #CriticalMinerals #MineralExploration #NorthQueensland #MiningNews #ASX #Drilling #AssayResults #AustralianMining #ProactiveInvestors

    Axel REE CEO highlights low-cost path to rare earth production

    Play Episode Listen Later Jul 23, 2026 9:27


    Axel REE Ltd (ASX:AXL) managing director Dr Patience Mpofu joined Proactive's Stephen Gunnion to discuss the company's Caladão rare earth project in Brazil and explain why its ionic clay deposit, suitable for in-situ recovery, could offer significant economic and environmental advantages over conventional mining. Mpofu outlined how the low-impact extraction process could reduce both capital and operating costs while shortening the path from exploration to production. She also explained why the absence of open-pit mining and tailings dams could make the project particularly attractive as demand for responsibly sourced critical minerals grows. The interview also covered encouraging metallurgical test results, with column leach tests recovering up to 560ppm total rare earth oxides, and the next steps as the company moves into field trials, advances drilling and works towards an indicated resource and a future scoping study. Mpofu also highlighted the project's exposure to high-value magnet rare earths, including terbium and dysprosium, as well as the presence of gallium, a strategically important semiconductor metal that is rarely found in ionic clay deposits. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #AxelREE #REE #rareearths #criticalmineral #Brazil #ionicclayMining #insiturecovery #gallium #dysprosium #mininginvestor

    hVIVO order book tops £65m as CEO backs strong H2 recovery

    Play Episode Listen Later Jul 23, 2026 7:21


    hVIVO PLC (AIM: HVO) CEO Yamin 'Mo' Khan joined Proactive's Stephen Gunnion to discuss the company's latest trading update, highlighting a record order book of more than £65 million that supports expectations for a much stronger second half of 2026. Khan explained why first-half revenue of around £16.3 million and a modest adjusted EBITDA loss were always expected, with contract wins weighted towards the second half of the year. He said one of the company's strongest-ever periods of new business, following the launch of its integrated clinical development platform, has extended revenue visibility into 2027 and 2028. The interview also explored a 45% increase in inbound requests for proposals, reflecting growing demand across a broader range of services, including human challenge studies, early-phase clinical trials, laboratory services and consulting. Khan discussed how hVIVO has evolved from a specialist human challenge CRO into a diversified clinical research business capable of delivering end-to-end programmes, while pointing to improving biotech funding conditions as a positive backdrop for future growth. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #hVIVO #HVO #clinicalresearch #CRO #challengetrials #infectiousdisease #biotech #UKstocks #smallcap #investing

    Air Astana CFO: Central Asia is the world's fastest-growing aviation market

    Play Episode Listen Later Jul 23, 2026 6:06


    Air Astana (LSELAIRA) CFO Gonçalo Pires Air Astana CFO Gonçalo Pires joined Proactive's Stephen Gunnion to discuss why the airline believes it is uniquely positioned to capitalise on the rapid growth of Central Asian aviation. Pires explained how Kazakhstan's strategic location, within reach of around half the world's population, underpins Air Astana's long-term growth strategy. He also highlighted the group's strong first-quarter performance, driven by pricing power, operational flexibility and its ability to capture passenger demand disrupted by events in the Middle East. The discussion also covered the role of low-cost carrier FlyArystan in expanding air travel across the region, creating new demand and supporting the group's wider network strategy. Looking ahead, Pires outlined the key priorities for investors, including maintaining cost discipline, increasing operational scale and resolving the Pratt & Whitney engine supply issues that continue to constrain fleet capacity. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #AirAstana #AIRA #aviation #airlines #Kazakhstan #CentralAsia #FlyArystan #emergingmarkets #investing #stockmarket

    Caledonia Mining CEO on potential new ore body at Blanket Mine

    Play Episode Listen Later Jul 23, 2026 5:07


    Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) CEO Mark Learmonth spoke to Proactive's Stephen Gunnion after the company announced what it believes is the discovery of a new ore body at its flagship Blanket Mine in Zimbabwe. Learmonth explained that drilling, initially aimed at identifying shallow oxide material suitable for low-cost heap leach processing, has instead revealed what appears to be a larger sulfide ore body extending at depth. He discussed why near-surface oxide mining could be highly economic despite contributing fewer ounces than Blanket's annual production, highlighting the lower mining costs compared with extracting ore from around 4,000 feet underground. Learmonth also outlined the next steps, including encouraging early metallurgical test work, plans for a 10,000-tonne trial heap leach later this year and the wider exploration potential across the Blanket Mine, which he believes remains far from fully explored despite more than a century of mining. The cautionary note concerning forward-looking information in the announcement applies to the content of this video. Please see the report here. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #CaledoniaMining #CMCL #goldmining #gold #Zimbabwe #BlanketMine #miningexploration #juniorminers #commodities #investingnews

    Aftermath Silver launches drilling at Berenguela and Challacollo Projects

    Play Episode Listen Later Jul 23, 2026 3:21


    Aftermath Silver CEO Ralph Rushton joined Steve Darling from Proactive to discuss the start of new drilling campaigns at the company's Berenguela project in Peru and the Challacollo silver-gold project in northern Chile, aimed at expanding resources and testing new high-priority targets. At Berenguela, drilling has begun on the eastern edge of the current mineral resource estimate to follow up on previously identified high-grade copper mineralization. The initial program includes up to 1,000 metres of core drilling along two section lines near hole AFD139, which previously returned 69 metres grading 1.19% copper and 78 g/t silver. Rushton also highlighted hole AFD100, which delivered the longest copper intercept drilled at Berenguela to date, returning 156 metres grading 1.12% copper, 290 g/t silver, and 7.3% manganese from surface. The company said the current program could be expanded depending on drilling results. At the Challacollo Ag-Au Project in Chile, Aftermath has commenced an 800-metre, five-hole diamond drilling program targeting the extension of known mineralized veins below the current drilling depth. Management believes gold and base metal grades may improve at depth, while the down-dip extent of the mineralized structures remains largely untested. The Challacollo program will also evaluate previously undrilled veins, investigate new exploration targets across the property, and twin selected historic reverse circulation holes to obtain additional geological and metallurgical information. Management believes the dual drilling programs position Aftermath Silver to expand mineral resources and unlock additional value at two of its key silver-focused development projects. #proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #mining #BerenguelaProject #SilverMining #CopperMining #Silver #Copper #Gold #Mining #MineralExploration #PeruMining #ChileMining #ResourceDevelopment #MiningNews #challacollo

    Sintana Energy: Uruguay well on track, Argentina block bid advances

    Play Episode Listen Later Jul 23, 2026 7:26


    Sintana Energy Inc (TSX-V:SEI, OTCQB:SEUSF, FRA:3ZX1, AIM:SEI) president Eytan Uliel joined Proactive's Stephen Gunnion to discuss two significant developments across the company's Latin American portfolio. On Uruguay, Uliel said the exploration timetable for its AREA OFF-1 block has been extended by a year, after Chevron split its 3D seismic programme into two seasons after the government required a fishing-season break between April and October. The first season is complete and being processed, the second kicks off at year-end, with a well decision still expected around September 2027 and drilling targeted for 2028. On Argentina, Uliel revealed that Sintana has spent more than 18 months pursuing a private initiative to secure a licence over the CAN-200 offshore block. A government decree has now opened the block to international tender. Because Sintana initiated the process, it holds a preferred position, giving it the right to match any competing bid. He also flagged strong farm-out momentum at AREA OFF-3, Sintana's 100%-held second Uruguay block, with QatarEnergy and Chevron active on adjacent acreage and a farm-out expected to close by year-end. With Namibia and Angola also in the mix, Uliel described an active six to twelve months ahead. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #SintanaEnergy #SEI #offshoreexploration #oilandgas #Uruguay #Argentina #Namibia #Chevron #juniorexploration #resourceinvesting

    FAST-41 Backs Resolution Minerals' Golden Gate

    Play Episode Listen Later Jul 22, 2026 7:21


    Resolution Minerals Ltd CEO of US Operations Craig Lindsay talked with Proactive about the company securing US Federal FAST-41 Transparency coverage for its Golden Gate tungsten-gold target in Idaho. The designation is Resolution Minerals' second FAST-41 status for the Horse Heaven critical minerals project, following the inclusion of Antimony Ridge in the program in April 2026. Both of the project's primary development targets have therefore been prioritised for a more coordinated federal permitting process. Lindsay explained that FAST-41 is intended to reduce permitting uncertainty by establishing agreed timelines, improving coordination between government agencies and publicly tracking progress. He said the permitting process had historically been one of the main obstacles facing critical minerals projects in the United States. Resolution Minerals has also completed 22 holes as part of a fully funded 13,700-metre drilling program. The company plans to complete more than 40 holes and is targeting a maiden resource estimate for Golden Gate. Future drilling is expected to test the approximately 1.5-kilometre gap between Golden Gate North and Golden Gate South. Resolution Minerals believes the two areas may be geologically connected along a north-south fault. Lindsay also discussed the company's work on antimony and tungsten processing flowsheets and its longer-term ambition to develop a regional hub-and-spoke processing model capable of handling material from Horse Heaven and third-party mines. Visit Proactive's YouTube channel for more interviews and market updates. Give the video a like, subscribe to the channel and enable notifications for future content.

    SEQI: 8% dividend yield, discount to NAV, and infrastructure debt outperforms corporate credit

    Play Episode Listen Later Jul 22, 2026 7:50


    Sequoia Economic Infrastructure Income Fund (LSE: SEQI) makes loans to infrastructure companies and projects in developed markets, generating what SIMCo head of portfolio management Steve Cook describes as a strong, steady income with a stable net asset value. Cook explained to Proactive's Stephen Gunnion that because SEQI lends rather than owns, it avoids the full risks of equity investing, while infrastructure as an asset class has historically shown low correlation to broader markets and tends to outperform during periods of turbulence such as recessions or geopolitical shocks. Cook highlighted Moody's data showing that credit losses in infrastructure are less than half those seen in comparable corporate lending over a long period of time. He contrasted this with general corporate credit markets - including high yield bonds and leveraged loans - where spreads are currently in the tenth percentile of all-time expensive levels, and some markets are in the first percentile, meaning they are more expensive than 99% of historical observations. On the supply-demand dynamic, Cook argued that governments can no longer afford to fund the capital required for digitalisation, decarbonisation, data centres and demographic change, pushing more infrastructure financing into private markets where demand for capital significantly exceeds supply. As a result, SEQI is able to reject over 90% of potential investment opportunities and deploy capital selectively into what it considers the most attractive deals. With the fund currently trading at a discount to net asset value and offering a dividend yield of more than 8%, Cook pointed to a trend of narrowing discounts across the sector, driven by additional capital entering the asset class and a diminishing number of income-generating funds as some alternatives go private or unwind. He says the current interest rate environment continues to support the fund's high dividend yield. For more interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future updates. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #SEQI #SIMco #SequoiaEconomicInfrastructure #infrastructuredebt #privatecredit #investmenttrust #fixedincome #dividendinvesting #incomeinvesting #alternativeinvestments

    Lumos Diagnostics expands FebriDx rollout across U.S. urgent care networks

    Play Episode Listen Later Jul 21, 2026 6:33


    Lumos Diagnostics CEO Doug Ward joined Steve Darling from Proactive to discuss the expanding commercial rollout of the company's FebriDx rapid diagnostic test, with deployment now underway at more than 30 U.S. urgent care sites and three additional major healthcare groups advancing through clinical and economic validation. Together, the four priority healthcare accounts represent more than 430 potential locations and an estimated 2.6 million acute respiratory infection patient visits annually, supporting Lumos' strategy of targeting the 100 largest U.S. urgent care groups, which account for roughly 40% of all urgent care sites nationwide. One of the company's latest customers, a leading regional urgent care provider owned by a major U.S. health system, has agreed to deploy FebriDx across its network of more than 30 clinics. Lumos estimates the network treats approximately 200,000 acute respiratory infection cases each year, where FebriDx is expected to improve respiratory triage, support antibiotic stewardship, and standardize clinical workflows. Lumos has also introduced a four-stage commercial framework that moves customers from initial qualification and clinical validation through network rollout and ultimately into routine clinical adoption. The model builds on the company's success with WellStreet Urgent Care, where an initial pilot expanded to 44 locations and created a pathway for potential deployment across a network of more than 165 sites. All U.S. sales of FebriDx are conducted through Lumos' exclusive distribution partnership with Phase Scientific, with Lumos recognizing revenue when products are shipped to the distributor. #proactiveinvestors #lumosdiagnosticsholdings #asx #ldx #otc #ldxhf #FebriDx #PointOfCare #HealthcareInnovation #UrgentCare #MedTech #RespiratoryCare #AntibioticStewardship #HealthcareInnovation #MedicalTechnology

    Replenish Nutrients secures 15 million strategic investment to expand production

    Play Episode Listen Later Jul 21, 2026 4:57


    Replenish Nutrients CEO Neil Wiens joined Steve Darling from Proactive to discuss a strategic investment agreement with SRC Agrominerals that will provide $7.5 million in growth capital while supporting the expansion of the company's production facilities in Beiseker, Alberta. Under the agreement, SRC Agrominerals will acquire an initial 19.9% equity stake in Replenish and provide an additional $7.5 million debenture investment, giving the company flexible capital to accelerate its growth plans. The partnership also includes the appointment of SRC CEO Tim Close to Replenish's Board of Directors, while Dr. David Morris, founder and chairman of Morris Group Canada, will serve as a board advisor and be nominated for election as a director at the company's next annual meeting. The investment proceeds will fund construction of a 150,000-metric-tonne pelletizing facility at the existing Beiseker site, along with expanded storage, processing, and load-out infrastructure to support both current granulation operations and future production. The expansion is expected to be completed by the first quarter of 2028. As part of the partnership, the companies have also signed a long-term supply agreement for carbonatite, a mineral-rich resource containing calcium, phosphorus, potassium, magnesium, trace minerals, and beneficial microbial properties. Replenish will incorporate the material into its proprietary regenerative fertilizer products, securing a reliable supply of a key ingredient for future growth. Wiens said the strategic partnership provides both the capital and long-term raw material supply needed to strengthen the company's regenerative agriculture platform while expanding manufacturing capacity to meet growing demand. #proactiveinvestors #replenishnutrientsholdingscorp #cse #erth #otc #vvivf #RegenerativeAgriculture #SustainableFarming #Fertilizer #AgTech #Agriculture #StrategicInvestment #CleanTech #FoodSecurity #BusinessGrowth #agriculture #fertilizer #Alberta #Canada #agtech #smallcap #investing #TSXVenture

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