Proactive - Interviews for investors

Nano One Materials Corp Chief Operating Officer Denis Geoffroy joined Steve Darling from Proactive to provide an update on the company's Candiac Facility expansion, production plans and ongoing commercial discussions with potential customers.

Geoffroy said the expansion project at Candiac was completed at the end of September 2026, with construction now underway and expected to be finished in the first quarter of 2027. Commissioning is targeted for the second quarter of 2027.

The company is also implementing automation improvements to its Demonstration Line, which are expected to increase production capacity to approximately 800 tonnes per annum of lithium iron phosphate (LFP) cathode material during the first half of 2027.

The expanded facility will focus on producing LFP cathode materials for commercial sales while demonstrating Nano One's One-Pot reactor technology at a larger scale. The upgraded line will integrate automated processes covering material drying, calcining and packaging.

The additional capacity is expected to support tonne-level sample production required by customers undertaking qualification programs, as well as potential supply and offtake agreements. It will also play an important role in advancing the company's development company strategy and demonstrating the commercial scalability of its technology.

Geoffroy also discussed ongoing commercial negotiations, which include potential joint development agreements, product qualification programs and supply arrangements. While discussions are progressing, Nano One now expects its first commercial agreement to be reached in the first quarter of 2027, as changes in customer cell development programs move through the supply chain and affect project timelines. He said the company continues to make progress on product development and that discussions with prospective customers remain active.

Geoffroy noted that changes in customer schedules and technical specifications are a normal part of the qualification process. Nano One has completed multiple facility retrofits and product iterations with global Tier 1 companies seeking to finalize specifications and establish multi-year purchasing commitments.

The company is focused on converting those relationships and qualification activities into commercial agreements that can generate recurring revenue and accelerate commercialization.

#nanoonebatterymaterialscorp #tsx #nano #otc #nnomf #OnePotTechnology #LFP #LithiumIronPhosphate #BatteryTechnology #EnergyTransition #EVBatteries #CriticalMinerals #CleanTech #BatteryMaterials #ElectricVehicles #AdvancedManufacturing

Medicus Pharma CEO Dr Raza Bokhari joined Steve Darling from Proactive to discuss a proposed transaction involving the company's wholly owned subsidiary, SkinJect, which has entered into a non-binding letter of intent with an undisclosed special purpose acquisition company (SPAC) for a potential business combination.

The proposed transaction contemplates a US$135 million pre-money enterprise valuation for SkinJect, alongside a concurrent equity financing intended to support the company's SKNJCT-005 clinical study in patients with Gorlin syndrome and preparations for a potential New Drug Application (NDA).

Bokhari told Proactive that the proposed deal is designed to establish SkinJect as a separately listed company focused on advancing its dermatology and rare-disease development program.

Under the proposed structure, the SPAC would acquire 100% of SkinJect in exchange for newly issued common shares in the combined company. Medicus Pharma intends to retain majority economic and voting ownership, allowing existing Medicus shareholders to maintain significant participation in SkinJect's potential future value.

The separation would also provide SkinJect with a dedicated financing platform to fund its clinical development activities, particularly the SKNJCT-005 study targeting Gorlin syndrome, a rare genetic condition associated with the development of multiple basal cell carcinomas.

The concurrent financing is expected to support the clinical program and the work required to prepare and potentially submit a New Drug Application, subject to successful development and regulatory progress.

Final ownership percentages have not yet been determined. These will depend on negotiations surrounding the definitive transaction agreement and the combined company's capitalization, including retained SPAC cash, public and sponsor shares, warrants and other potentially dilutive securities.

Medicus said the proposed transaction remains subject to the completion of definitive documentation and other customary conditions.

The planned spinout represents a strategic step in Medicus Pharma's efforts to give SkinJect a dedicated corporate and financial structure, while allowing the parent company to retain majority participation as the dermatology program advances towards its next clinical and regulatory milestones.

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Diversified Energy Company PLC CEO Rusty Hutson Jr. joined Steve Darling from Proactive to discuss the company's financial and operational results for the three and nine months ended September 30, 2026, highlighting production performance, portfolio optimization and progress on its planned acquisition of Birch Resources.

Diversified reported average daily production of 1,189 million cubic feet equivalent per day (MMcfepd), or approximately 198,000 barrels of oil equivalent per day, during the third quarter.

Its production mix consisted of approximately 72% natural gas, 14% natural gas liquids and 14% oil. The company generated per-unit revenue of $4.36 per Mcfe, equivalent to $26.16 per Boe, and reported an adjusted EBITDA margin of 56%.

Hutson said the company expects per-unit expenses to improve as it continues implementing its operational strategy, which is designed to generate sustainable cost savings, efficiencies and synergies across its asset base.

A major focus remains the planned acquisition of Birch Resources, which Diversified expects to close during the fourth quarter of 2026. The transaction is expected to create a top-15 publicly listed independent oil and gas company in the United States based on production, while establishing a scaled, vertically integrated position in the Permian Basin.

The company also confirmed that the portion of Birch production associated with asset-backed securities financing has been hedged ahead of closing.

Diversified continues to pursue its portfolio optimization strategy, with proceeds from acreage sales reaching approximately $149 million year to date.

Operationally, the company has completed drilling the first four wells of its 20-gross-well development program in Oklahoma, with completion activities now underway. The program remains on schedule, and Diversified expects to provide further updates in 2027.

Hutson also highlighted the company's growing contribution from its investment in producing assets acquired through the Camino transaction with Carlyle. The third quarter marked the first quarter in which Diversified received cash flows through its 40% ownership interest in the special purpose vehicle established for those assets.

Total distributions to Diversified were approximately $8.6 million, comprising $6.6 million from residual operating cash flow and another $2 million in management fees.

#proactiveinvestors #diversifiedenergycompanyplc #lse #dec 3nyse #dec #OilAndGas #NaturalGas #Energy #PermianBasin #BirchResources #Carlyle #CaminoAcquisition #OilProduction #NaturalGasProduction #EnergyInvesting #USEnergy

1911 Gold Corporation CEO Shaun Heinrichs joined Steve Darling from Proactive to discuss additional assay results from the company's ongoing underground infill and delineation drilling program at the True North Gold Project in Manitoba, where exploration is focused on strengthening mineral resources targeted for the early years of a potential mine restart.

Heinrichs told Proactive that the latest drilling continues to support the company's work towards a potential restart decision in 2027. The program is designed to improve confidence in existing resources at the L10 Zone, which is accessible from Level 16, where underground development is advancing to provide access for planned test mining and bulk sampling activities in 2026 and 2027.

The L10 Zone is situated at the intersection of the Shoreline Basalt unit and the regional east-west, steeply north-dipping L10 Shear Zone. Gold mineralization occurs in several vein styles, including generally northwest-trending extensional stockwork and breccia veins, as well as east-west-oriented, steeply north-dipping shear veins.

The latest underground infill drilling was designed to evaluate the continuity of gold mineralization, confirm vein geometry and better understand grade distribution within the V-1020 and V-1010 veins.

The company is also using the results to support the potential conversion of Inferred Mineral Resources to the Indicated category in areas identified for development and mining during the early years of the Preliminary Economic Assessment mine plan.

Drilling was conducted on nominal 30-metre spacing, with the latest results covering 30 drill holes totalling 6,483 metres. All holes intersected the modelled veins, with every hole returning significant results except UG16-26-101.

Heinrichs said preliminary overall results from the program were in line with expectations for the V-1020 vein, while results from the V-1010 vein were lower than anticipated.

The company believes the ongoing work is an important part of reducing geologic

al uncertainty and improving confidence in the mineral resources that would support an eventual return to production.

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Solvonis Therapeutics PLC (LSE:SVNS, OTC:SLVNF) CEO Anthony Tennyson spoke with Proactive's Stephen Gunnion about a US patent allowance covering ketamine-based treatments for behavioural addictions and the commercial opportunities it opens up.

The method-of-use patent covers ketamine, including both enantiomers, at therapeutic doses above 50mg. Tennyson expects it to be granted in the first quarter of 2027, giving Solvonis exclusive US rights for the specified uses.

The company is initially targeting binge eating disorder and gambling disorder, which Tennyson said affect an estimated three million and nine million Americans respectively. He described the wider market as an opportunity spanning more than 40 million people.

On development, Tennyson said the established use of ketamine could allow Solvonis to move directly into Phase 2 trials, avoiding preclinical and Phase 1 studies. The company is prioritising grants and other non-dilutive funding, while exploring commercial partnerships to support research.

The interview also covered how the patent complements Solvonis' 002 programme, which is developing an oral thin-film esketamine treatment for moderate to severe alcohol use disorder.

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#SolvonisTherapeutics #AnthonyTennyson #Biotechnology #AddictionTreatment #Ketamine #BehaviouralAddictions #GamblingDisorder #BingeEatingDisorder #MentalHealth #DrugDevelopment #ClinicalTrials #HealthcareInnovation #ProactiveInvestors

Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) CEO Mark Learmonth spoke with Proactive's Stephen Gunnion about a US$150 million interim financing facility for its Bilboes gold project in Zimbabwe and progress towards full project funding.

Learmonth said the facility would support procurement, early site activity and contractor payments, helping prevent delays as development advances. He described it as a key part of the company's four-pillar funding strategy, alongside gold price hedging, a convertible bond raise and traditional project financing.

The first three elements are now in place, with long-term project financing still being finalised. Learmonth said discussions with a funding consortium were progressing faster than expected, although converting internal credit approval into a drawable facility could take another three to four months.

The interim facility has been syndicated across eight Zimbabwean banks, which Learmonth said demonstrated growing lender appetite and lending capacity in the country.

With contractors already undertaking preliminary work, investors can expect further procurement activity and basic earthmoving before year-end. Learmonth stressed that keeping the project moving was vital to protecting its value.

The cautionary note concerning forward-looking information in the announcement applies to the content of this video.

Please see the report here: https://polaris.brighterir.com/public/caledonia_mining/news/rns_tool/story/xqkenlx

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#CaledoniaMining #MarkLearmonth #BilboesProject #GoldMining #ZimbabweMining #GoldInvesting #MiningFinance #ProjectFinancing #GoldDevelopment #MiningStocks #ProactiveInvestors

Janus Electric CEO and managing director Ben Hutt talked with Proactive about the company’s latest operational and funding developments, including its North American order book, investment from battery partner Electrovaya and the rollout of its Horizon Two strategy.

Janus has strengthened its ability to execute on its delivery plans after arranging a working capital facility with Commonwealth Bank and securing a A$2 million strategic investment from Electrovaya. He said the funding arrangements would help support the company’s supply chain, inventory requirements and delivery schedule for customers in North America.

The company has placed initial battery orders worth around A$37.5 million, which Hutt explained would be drawn down in stages rather than committed all at once. He said the arrangement gave Janus Electric greater certainty around delivery timing for customers in California and Canada.

Janus Electric’s North American order book currently stands at 124 trucks. Hutt said the company had reaffirmed its expectation of delivering the published North American order book by early in the fourth quarter, targeting the end of April. The associated disclosed revenue is around A$64.5 million to A$65 million.

Hutt also discussed Horizon Two, including expansion across five US regions, conversion capacity in Los Angeles and Texas, and the proposed RANGER joint venture in Western Australia. He said the company remained focused on execution, building its team and putting converted electric trucks equipped with new batteries onto the road.

Looking further ahead, Hutt said Janus Electric’s strategy was aimed at scaling to 600 trucks on the road in its next phase, with a longer-term ambition of reaching 2,000 trucks.

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Lightning Minerals Ltd managing director Troy Brice talked with Proactive about the completion of an expanded Phase 3 soil sampling program at the Warby Tungsten Project in North Queensland and the work now underway to refine targets for a maiden drill campaign.

Brice said tungsten had emerged rapidly as an exploration focus at Warby after the company initially targeted gold at the project. The latest program comprised an additional 220 soil samples collected at 25-metre intervals along lines about 125 metres apart, adding greater detail to the company’s geological dataset.

Brice also highlighted the discovery of further historical workings and visible wolframite during field activities. “Every time we go there, we find more, see more, it de-risks it for us, and we get more excited about the prospect,” he said.

Lightning Minerals plans to combine the Phase 3 assay results with LiDAR surveying and petrological analysis being undertaken by the University of New South Wales. These datasets will help improve understanding of the controls on mineralisation and support the ranking of potential drill targets for 2027.

He also provided an update on the company’s nearby gold exploration, where a Phase 2 drilling campaign was nearing completion, with assay results expected to provide the next important dataset.

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#LightningMinerals #WarbyTungsten #Tungsten #CriticalMinerals #ASXL1M #MineralExploration #MiningExploration #QueenslandMining #GoldExploration #CopperExploration #Drilling #Wolframite #LiDAR #InvestorNews #ProactiveInvestors

Novo Resources Corp general manager of exploration Rohan Williams talked with Proactive about the company’s upcoming drilling program at the Clone prospect within the Tibooburra Gold Project in New South Wales, as well as its wider exploration pipeline across Australia.

Williams said Novo is preparing to begin a 2,700-metre drilling program at Clone, following encouraging results from drilling completed in 2025. Previous work returned near-surface, high-grade intercepts including 12 metres at 5.9 grams per tonne gold and 17 metres at 2.5 grams per tonne gold.

The upcoming program is designed to step out from those results and track the mineralisation down plunge, with Novo aiming to test its potential extension for another couple of hundred metres along strike.

He also discussed progress across Novo’s Western Australian portfolio. Field teams have been carrying out soil sampling, rock-chip sampling and reconnaissance mapping as the company develops targets for future drilling. Novo is planning further work at Teichman, Wyloo and Egina, while the company is also awaiting the granting of tenements at Onslow before undertaking additional fieldwork and potential geophysical surveys.

At Belltopper in Victoria, Novo has a potential 2,500-metre diamond drilling program planned for the first half of 2027 and is also considering strategic partners to help advance the project.

Williams said investors can expect results from the current drilling program before Christmas, alongside continued project generation work focused on identifying new gold and copper opportunities.

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#NovoResources #GoldExploration #Tibooburra #GoldDrilling #GoldMining #ASXNVO #ExplorationDrilling #WesternAustralia #NewSouthWales #Belltopper #Egina #Teichman #Wyloo #CopperExploration #MiningStocks #JuniorMining #AustralianMining #ProactiveInvestors

Trifecta Gold CEO Richard Drechsler joined Steve Darling from Proactive to discuss the company's extensive Yukon exploration portfolio, its strategy of advancing promising gold targets towards discovery and its work across more than 30,000 hectares in the highly prospective Tombstone Gold Belt.

Formed as a spin-out from project generator Strategic Metals, Trifecta Gold was established to identify attractive mineral targets, secure exploration funding and advance projects through early-stage exploration towards drilling and potential discovery.

Drechsler explained that the company's business model is focused on the early stages of exploration, where systematic geological work can help identify promising targets and establish the foundation for future discoveries.

Trifecta has assembled a portfolio covering more than 30,000 hectares within the Tombstone Gold Belt, a region that has attracted significant exploration investment and delivered several important discoveries since approximately 2020.

The company has also completed its four-year earn-in commitment with Strategic Metals a year ahead of schedule. The agreement required share payments and $6 million in exploration expenditures to earn an interest in the properties. With those requirements fulfilled, the properties remain subject to a net smelter return royalty payable to Strategic Metals.

The portfolio is anchored by the Mount Hinton project, located directly adjacent to Hecla Mining's operating mine in the Yukon. Trifecta also controls ten additional exploration targets extending farther east along the same belt of intrusive rocks.

Drechsler said the company is particularly interested in identifying larger, bulk-tonnage intrusion-related gold systems, which could offer significant exploration potential across the region.

At Mount Hinton, Trifecta has been conducting geological mapping and geological remodelling to improve its understanding of the structural controls associated with the property's high-grade gold veins. The work is intended to help refine exploration targets and identify areas that warrant additional investigation.

The company has also completed additional surface exploration across projects in the Lansing area, including the Liam and Lois targets. Results from the summer field program are still awaited and are expected to provide further insight into the potential of these properties.

Looking ahead, Trifecta's strategy remains focused on advancing its most prospective targets to the drilling stage, securing the necessary exploration capital and ultimately making new discoveries.

With its earn-in commitments completed and a substantial land position established across the Tombstone Gold Belt, the company is working to build on its geological understanding and move selected Yukon projects towards the next phase of exploration.

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