Bitwise Asset Management European head Bradley Duke talked with Proactive's Stephen Gunnion about the recent decline in Bitcoin's price and what it could mean for investors.

Duke noted that while some view the fall from over $110,000 to $87,000 in November as a "disaster," others see it as a chance to accumulate at discounted levels. “It really is a sort of a Black Friday discount price for people who want to get involved,” he said.

He explained that the downturn was triggered by a tweet from former President Donald Trump announcing a sharp tariff hike on China. Since crypto markets trade around the clock, Bitcoin bore the immediate brunt of the selloff while traditional markets were closed. This sparked a wave of profit-taking by long-term holders and panic selling by short-term investors, further accelerating the price decline.

Despite this, Duke said institutional demand remains evident. Flows into Bitcoin ETPs continue, although somewhat tempered, and some large holders—or "whales"—have been buying the dip. The company has also engaged with investors who previously felt they had missed the opportunity to enter the market and now see more attractive entry points.

Looking ahead, Duke pointed to seasonal patterns that could support Bitcoin in December. He noted historical spikes in Bitcoin ETP flows towards year-end, particularly from both European and US investors, which could help lift the price as the year closes.

Visit Proactive’s YouTube channel for more videos like this, and don’t forget to give the video a like, subscribe to the channel, and enable notifications for future content.

#Bitcoin #Cryptocurrency #BTC #Bitwise #BradleyDuke #CryptoInvesting #BitcoinPrice #CryptoMarkets #BitcoinETP #InstitutionalCrypto #ProactiveInvestors

Amerant Investments chief investment officer Baylor Lancaster-Samuel talked with Proactive's Stephen Gunnion about the launch and strategy behind the Amerant Latin American Debt UCITS ETF (RNTA).

Lancaster-Samuel explained that RNTA was created to meet the needs of Latin American clients who want exposure to local corporates without the difficulties of constructing diversified portfolios themselves. “You need sort of five to six million dollars in order to get enough diversity,” he noted, citing bond denomination sizes as a barrier for many investors.

The ETF takes an active investment approach, targeting high-performing corporate bonds from the largest and most stable economies in Latin America, including Brazil, Mexico, Colombia, and Chile. The strategy avoids distressed issuers, with zero exposure to Venezuela and caution around defaults such as Argentina.

Lancaster-Samuel emphasised that the ETF is US dollar-denominated, reducing currency risk for clients already exposed to local currencies. He described the portfolio as concentrated (40–60 names), highlighting the opportunity in Latin America where “corporates trade with additional spread for the same amount of leverage.”

The ETF is designed for income-focused investors, with a quarterly distribution and a focus on carry rather than capital appreciation. He added that RNTA could appeal to both retail and institutional investors seeking targeted emerging market exposure.

For more interviews and insights, head over to Proactive’s YouTube channel. Don’t forget to like the video, subscribe to our channel, and turn on notifications for the latest updates.

#LatinAmericaETF #FixedIncome #EmergingMarkets #CorporateBonds #RNTA #AmerantInvestments #ETFInvesting #ETF #IncomeInvesting #ActiveManagement #USDollarBonds

Valereum PLC (AQSE:VLRM) CEO Gary Cottle talked with Proactive's Stephen Gunnion about the company’s newly announced $200 million royalty and streaming financing agreement with Quorum Global Photonics (QGP), a fund based in the Cayman Islands specialising in tokenisation and resource-based assets.

Cottle explained that the deal involves a token swap rather than traditional debt financing, providing Valereum with a quarterly annuity stream of over $2 million. “We actually receive the coupon, not pay the coupon,” he said, describing the instrument as a perpetual call certificate that delivers consistent capital inflow to help grow and operate the business.

He noted the partnership is expected to be long-term and strategic, with QGP potentially taking up to 49.9% ownership in Valereum within a year. This, he said, would lead to shareholder dilution but is part of a broader vision to bring in strategic investors aligned with Valereum’s focus on tokenisation and AI in the streaming space.

Cottle also revealed that Valereum is preparing for a US exchange listing, targeting Nasdaq or NYSE, with a timeline of six to twelve months, depending on revenue developments and acquisitions. Several potential acquisitions are in progress to build out the revenue base required for that listing.

Visit Proactive's YouTube channel for more videos, and don't forget to give the video a like, subscribe to the channel and enable notifications for future content.

#Valereum #GaryCottle #QGPDeal #RoyaltyStreaming #Tokenisation #BlockchainFinance #AIinFinance #StrategicInvestment #NasdaqListing #EquityFinance #ProactiveInvestors #DigitalAssets #USListing #CryptoFinance

New Era Energy & Digital CEO Will Gray joined Steve Darling from Proactive to announce a major expansion milestone for the company’s flagship digital infrastructure development. Texas Critical Data Centers (TCDC)—the company’s 50/50 joint venture with Sharon AI, Inc.—has finalized a definitive purchase and sale agreement to acquire an additional 203 contiguous acres near Odessa, Texas. This brings the total development footprint to 438 acres, significantly boosting the site’s capacity to support a multi-phase, multi-gigawatt AI and high-performance computing (HPC) campus designed to scale well beyond 1 gigawatt.

Gray explained that this enlarged footprint provides the long-term scalability required as global demand for AI compute accelerates and enterprises pursue increasingly GPU-intensive workloads. He added that the company is already in active commercial discussions with several prospective tenants seeking large-scale, power-dense environments with future-proof expansion capabilities—criteria that the expanded TCDC site is uniquely positioned to meet.

The site also offers multiple strategic advantages that strengthen project economics and reduce development friction. Its proximity to high-capacity fiber routes, major intrastate natural-gas transmission lines, and existing CO₂ pipeline corridors provides opportunities for efficient power integration, advanced cooling solutions, and optionality for future carbon capture, utilization, and storage (CCUS) systems. These infrastructure synergies are expected to lower interconnection complexity, shorten development timelines, and enable TCDC to deploy sustainable, high-performance digital infrastructure at scale.

Gray also detailed the company’s ongoing geotechnical and engineering work, including drilling and civil studies essential for large-scale data center construction. He emphasized that New Era is shifting from a powered land model toward a powered shell development strategy—prioritizing long-term recurring revenue streams rather than short-term land sales. This strategic pivot reflects the company’s broader vision to operate as a vertically integrated digital infrastructure developer.

As part of that effort, TCDC is currently in exclusive discussions on a potential triple net lease with a major anchor tenant. While Gray noted that a formal announcement is unlikely in the fourth quarter, he said the company anticipates finalizing the agreement in early Q1.

Operational milestones remain on schedule for 2026, including Phase 1 construction and initial tenant occupancy. To support execution, Gray said the company plans to make several C-suite hires and expand its development and engineering teams as planning progresses.

#proactiveinvestors #neweraheliuminc #nasdaq #nuai #oil #gas #perimianbasin #HeliumProduction #NaturalGas #DataCenters #AIInfrastructure #PecosSlope #VerticalIntegration #EnergyMarkets #PermianBasin #Semiconductors #PowerGeneration #ProactiveInvestors

Power Metallic Mines CEO Terry Lynch joined Steve Darling from Proactive to provide an update on the company’s ongoing drilling activities and its planned listing on the New York Stock Exchange. Lynch noted that although the listing process experienced a brief delay due to the U.S. government shutdown, the company now expects to debut in New York in January. “They’ll start the new year off with a bang in New York,” he said.

At the company’s recent annual general meeting, shareholders raised concerns about the recent decline in share price. Lynch attributed the drop to broader market conditions and a fund sell-off, despite strong operational news. He emphasized that the company’s fundamentals remain robust and that investor interest has strengthened in recent weeks.

Power Metallic Mines is currently executing a large-scale 100,000-metre drill program with five rigs active and additional rigs—potentially a sixth or seventh—expected to join. Assay results from this summer’s drilling campaign are anticipated shortly after American Thanksgiving.

The company continues to expand its resource base across four key targets and advance toward future development milestones. “We’re bullish on all of them,” Lynch said, underscoring confidence in the projects currently being drilled.

#proactiveinvestors #powernickelinc #tsxv #pnpn #otcqb #cmetf #nickel #mining #invest #investing #PowerMetallicMines #MiningIndustry #PolymetallicExploration #Copper #Nickel #TSXVenture #TerryLynch #ProactiveInvestors #InstitutionalInvestment #Gold #Silver

Aftermath Silver CEO Ralph Rushton joined Steve Darling from Proactive to confirm that the company has completed the final payment required to secure full ownership of the Berenguela silver-copper-manganese project—nearly two years ahead of the original November 2026 deadline.

Rushton explained that this early payment brought meaningful benefits. EMX Royalty Corporation agreed to reduce the amount of the final payment by US$100,000 and, importantly, waived Aftermath’s obligation to complete and file a Pre-Feasibility Study (PFS) by November 23, 2025, a requirement previously set out in the amended Berenguela Acquisition Agreement.

With this final payment now made, Aftermath Silver has satisfied all financial commitments under the acquisition deal. Rushton noted that the company is now working closely with SSR to finalize the formal transfer of ownership of the Berenguela project.

Looking ahead, Aftermath will launch a full, comprehensive PFS for Berenguela. The study will evaluate a development plan centered on producing silver, copper, and manganese—three commodities in strong demand across industrial supply chains and emerging technologies. Rushton said this work represents a major step forward in positioning Berenguela as a significant future source of these critical metals.

#proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #mining #SilverMining, #BerenguelaProject, #Mining #Silver #Copper #Manganese #Peru #DrillingResults #BatteryMetals #ResourceModel #Investing

Tooru PLC (LSE:RGO) CEO Scott Livingston talked with Proactive's Stephen Gunnion about the company's strategy for growth through its portfolio of health and wellness consumer brands.

Livingston began by outlining the core brands under Tooru, including Juvela, a gluten-free range sold via prescription; OAF, its mass-market gluten-free line launched in Tesco; Pulsin, a long-established protein bar and supplement brand; and Purely, a plantain crisps label. The company also operates Market Rocket, a tech division supporting direct-to-consumer growth.

“We think that we can grow these existing brands dramatically,” Livingston said, citing strong demand for clean-label, functional foods. He also noted the strength of OAF’s launch and its traction with retailers and consumers.

Livingston confirmed Tooru is EBITDA positive at the operating company level and is seeing the effects of investments made into product development and brand turnaround. The company is prioritising organic growth, but remains open to strategic acquisitions that align with existing operations or offer synergy on the production side.

Tooru is positioning itself within a growing health and wellness sector, with Livingston stating, “Even low-income area teenagers would read what's on the back of a product,” reflecting a wider consumer shift towards transparency and healthier choices.

For more interviews like this, visit Proactive's YouTube channel. Don’t forget to like this video, subscribe, and turn on notifications for future updates.

#TooruPLC #HealthAndWellness #GlutenFree #OAF #Pulsin #ConsumerBrands #OrganicGrowth #CeliacFriendly #NutritionTrends #EBITDA #FoodInnovation #ScottLivingston #ProactiveInvestors

Rainbow Rare Earths Ltd (LSE:RBW, OTC:RBWRF) CEO George Bennett talked with Proactive's Stephen Gunnion about a major milestone in the company's development of the Phalaborwa rare earths project in South Africa.

Bennett outlined how Rainbow’s decision to switch from ion chromatography to solvent extraction (SX) as the separation method for rare earth elements significantly reduces risk. He said, “This is a significant de-risking step for Rainbow because now we're using tried, proven and tested technology.” The company engaged ANSTO, the Australian Nuclear Science and Technology Organisation, to confirm the viability of its solvent extraction circuits, which are expected to achieve the necessary 99.5% purity levels for both NdPr and the SEG+ groups.

Bennett also discussed the implications of soaring yttrium prices, which have risen dramatically from $6/kg to over $220/kg in some contracts. He said Rainbow has now attracted interest from one of the largest aerospace and jet engine manufacturers globally for yttrium offtake. According to Bennett, the SEG+ group could generate approximately $160 million in revenue at 70% payability, compared to previous estimates of $80 million, marking a significant boost to EBITDA.

Bennett concluded by confirming that key technical milestones have been achieved, enabling a more defined DFS timeline targeting mid-2026.

For more updates, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications for future content.

#RareEarths #RainbowRareEarths #Yttrium #PhalaborwaProject #GeorgeBennett #NdPr #ANSTO #SolventExtraction #CriticalMinerals #ProactiveInvestors #MiningNews #StrategicMetals #GreenEnergyMetals #TechMetals #RareEarthSeparation

Caledonia mining CEO Mark Learmonth joined Steve Darling from Proactive to discuss the company’s decision to formally proceed with the development of the Bilboes gold project in Zimbabwe, following the completion of a comprehensive feasibility study. The long-awaited study confirmed the project’s compelling economics and positioned Bilboes as one of the most significant future gold developments in the region.

Learmonth highlighted that the project delivers an NPV of more than $580 million at an 8% discount rate, based on a gold price assumption of $2,548 per ounce. The internal rate of return exceeds 32%, supported by a competitive all-in sustaining cost of $1,061 per ounce. “That clearly means that it’s a very high-margin operation with a very quick payback period,” Learmonth told Proactive.

The feasibility study recommends developing Bilboes as a single-phase, large-scale operation, with peak capital expenditure estimated at $484 million, plus roughly $100 million in financing-related costs. According to Learmonth, the single-phase plan generates superior returns compared to a phased development approach, benefiting from economies of scale and stronger overall project metrics.

Caledonia expects to fund the build primarily through a combination of non-recourse senior debt and internal equity from Blanket Mine, which is set to support the financing through a newly arranged three-year gold hedge at a minimum strike price of $3,500 per ounce. This hedge is anticipated to generate approximately $200 million in cash flow to underpin project construction.

Looking ahead, Learmonth outlined a timeline that sees construction beginning in the second half of 2026, with first gold production targeted for late 2028, contingent on finalising debt agreements. The company also plans to deliver further exploration updates from Blanket and Motapa in early 2026, adding additional potential growth catalysts.

Beyond its economic strength, Bilboes represents a major milestone for Zimbabwe’s mining sector. Learmonth described it as a “marquee project” with the potential to meaningfully boost national gold production, attract new investment, and reinforce the country’s profile as a destination for world-class gold development.

#proactiveinvestors #aim #cmcl #nyseamerican #cmcl #caledoniamining #GoldInvesting #MiningStocks #ZimbabweMining #BilboesProject #GoldProduction #FeasibilityStudy #MiningDevelopment #JuniorMining #MiningEconomics #GoldPrice #ResourceInvestment

Cordiant Digital Infrastructure Management chairman Steven Marshall and Cordiant Digital Infrastructure Ltd (LSE:CORD) CFO Andrew Ewe talked with Proactive's Stephen Gunnion about the company’s continued financial performance and strategic progress, with net asset value (NAV) surpassing £1 billion.

Marshall said the NAV growth reflects the strong demand across digital infrastructure, as "demand for more and more capacity across the plumbing of the internet" continues to drive performance. He highlighted the strength of Cordiant's buy, build and grow strategy and underscored the value being delivered through hands-on management of portfolio companies.

Ewe detailed the financial resilience underpinning the results, noting a 2.175 pence per share interim dividend, which is "50% of the target set earlier in the year." He also pointed to a dividend coverage ratio of 1.7 times and over £200 million in undrawn debt and cash, supporting continued capital expenditure and acquisitions.

The acquisition of BT Ireland and construction plans for the Prague Gateway data centre are among key growth catalysts. Ewe noted that "this could be a significant driver of the NAV" as development progresses.

Both executives acknowledged the current discount to NAV, with Marshall stating he and colleagues had bought more shares, confident in the long-term value of the platform.

Visit Proactive’s YouTube channel for more interviews and market insights. Don’t forget to like the video, subscribe to the channel, and enable notifications for future content.

#CordiantDigital #InfrastructureInvestment #NAVGrowth #DigitalInfrastructure #AIandData #PragueGateway #BTIreland #DividendStocks #CapitalGrowth #ProactiveInvestors