Proactive - Interviews for investors

Arafura Rare Earths CEO Darryl Cuzzubbo talked with Proactive about the company's construction-ready Nolans rare earths project. Arafura plans to produce Neodymium-Praseodymium (NdPr) oxide, a key material for electric vehicles and wind turbines. Cuzzubbo emphasised that the company is well-positioned as it bypasses the China supply chain by processing 95% towards the final metal.

Cuzzubbo noted that demand for these critical rare earths is expected to double in the next decade, driven by EVs, wind turbines, and robotics. He highlighted that Arafura has secured binding offtake agreements with Hyundai, Kia, and Siemens Gamesa. The company is in the final stages of securing equity funding, with the Australian government’s National Reconstruction Fund Corporation committing 200 million Australian dollars to support the project.

Arafura expects to start construction later this year, with a three-year build time followed by a two-year ramp-up. Once operational, the Nolans project could supply approximately 4% of global demand.

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#ArafuraRareEarths #RareEarths #EVMetals #Mining #RenewableEnergy #Neodymium #Praseodymium #ElectricVehicles #WindTurbines #CriticalMinerals #AustraliaMining

Immunic Inc CEO Dr Daniel Vitt talked with Proactive's Stephen Gunnion about the upcoming Phase 2 readout of the CALLIPER trial for vidofludimus calcium in progressive multiple sclerosis (MS). The trial, which includes 467 patients globally, is evaluating the drug’s potential to slow disease progression and provide a much-needed treatment option for progressive MS patients.

Vitt confirmed that the trial remains on schedule, with data expected in April. The study aims to assess the drug’s impact on disease progression, brain volume changes, and key biomarkers such as Neurofilament light chain (NfL). The company is particularly focused on addressing the high unmet medical need in non-active secondary progressive MS, a condition with no currently approved treatments.

Early biomarker results from the study have been promising. Vitt highlighted that all patient groups experienced around a 20% reduction in NfL levels, a biomarker linked to disease progression. "A lowering of NfL to that extent is likely to be correlated to a decreased risk of disability worsening," he stated, underscoring the potential significance of the upcoming readout.

Looking ahead, Immunic is preparing for discussions with regulators and planning a Phase 3 trial. Vitt noted that only one Phase 3 study would be required for approval, and positive CALLIPER results could attract interest from major players in the MS treatment space.

Stay tuned for further updates. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like, subscribe, and enable notifications for future content!

#ImmunicInc #MultipleSclerosis #MSResearch #Biotech #CALLIPERTrial #MSAwareness #ClinicalTrials #VidofludimusCalcium #Neuroprotection #Pharma #DrugDevelopment

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from Polymetals Resources Ltd.

Polymetals has raised A$35 million before costs through a single-tranche placement at A$0.80 per share. This capital boost brings the company’s total cash reserves to A$37 million, with access to an additional A$26 million in undrawn debt facilities.

The funds will support the restart of the Endeavor silver-zinc operation in central New South Wales, with initial production expected in the second quarter of 2025.

The capital will be used to strengthen the company’s balance sheet, expand near-mine and regional exploration, including at the Carpark prospect, and cover corporate and general working capital expenses.

The placement was well-supported by new and existing investors, resulting in the issuance of 43.75 million shares. While company directors did not participate in the placement, they intend to acquire shares through an upcoming share purchase plan (SPP), which could raise up to A$3.2 million.

Polymetals confirms that restart activities at Endeavor near Cobar remain on track, with refurbishment, surface and underground development, and key equipment procurement progressing as planned.

The company remains focused on establishing sustainable cash flow and contributing to the Cobar region mining industry.

#PolymetalsResources, #Mining, #Silver, #Zinc, #Australia, #Investment, #Finance, #EndeavorMine, #Exploration, #MiningIndustry, #StockMarket, #MiningNews, #ASX, #Resources, #CapitalRaising, #Cobar, #Metals, #CommodityMarkets, #Investing, #BusinessNew

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from Moho Resources Ltd.

Moho's signed a binding Sale and Purchase Agreement with Queensland Australian Graphite (QAG) for the sale of its Empress Springs Project in Western Queensland. The transaction is valued at up to A$1.258 million.

Under the agreement, Moho will receive an initial cash payment of A$258,000 upon completion, with a further A$1 million payable as a deferred cash payment after 12 months.

The company will also retain a 1% net smelter royalty (NSR) on the project, with details to be outlined in a formal royalty deed.

The sale is expected to be completed within 10 days. Moho stated that this decision aligned with its strategy to realise value from its existing portfolio while seeking new project opportunities.

The company cited the high exploration costs and administrative demands associated with Empress Springs as factors that made the project inconsistent with its financial strategy.

#MohoResources, #Mining, #Exploration, #Queensland, #EmpressSprings, #Gold, #Minerals, #MiningInvestment, #NetSmelterRoyalty, #ASX, #MiningNews, #BusinessNews, #Investment, #ResourceSector, #Australia, #StockMarket, #MineralExploration, #MiningDeals, #MiningProjects, #Finance

Lithium Universe Ltd (ASX:LU7, OTC:LUVSF) CEO Alex Hanly spoke with Proactive’s Tylah Tully about the company’s Memorandum of Understanding (MoU) with Lafarge Canada and its strategic focus on Aluminosilicate Secondary Product (ACSR).

Lafarge, a subsidiary of global cement and concrete leader Holcim, is one of Canada’s largest concrete producers.

The partnership centres on ACSR, a byproduct produced during Lithium Universe’s lithium carbonate refinery process.

This process generates ACSR in a 1:1 ratio to spodumene, alongside sodium sulphide.

Hanly explained, “Rather than incurring high disposal costs, we see a valuable opportunity to integrate ASCR into the cement and concrete industry.”

Following Lithium Universe’s PFS announcement last year, Lafarge expressed interest in exploring its potential applications in construction.

The next step involves procuring an ASCR sample that closely resembles what the company expects to produce at its Bécancour refinery.

This material will undergo rigorous quality and strength testing in collaboration with Lafarge, industry labs and Montreal-based universities to ensure it meets construction standards.

Hanly emphasised that ASCR was a key focus for Lithium Universe, aligning with its broader strategy to enhance lithium refining efficiency, reduce waste and create new revenue streams by supplying sustainable materials to the construction sector.

#LithiumUniverse #ASXLU7 #LUVSF #Lafarge #Holcim #AluminaSilica #ASP #LithiumRefining #BatteryMetals #Concrete #Sustainability #Investing #StockMarket #ProactiveInvestors

Firebird Metals Ltd managing director Peter Allen spoke with Proactive’s Tylah Tully about the company’s latest milestone, signing a Memorandum of Understanding (MoU) with Eramet and how this advances Firebird’s long-term manganese strategy.

Eramet is a French multinational metals and mining company involved in nickel, lithium and manganese production.

The MoU specifically relates to Eramet’s manganese mining operations in Gabon, which have been in production for 50 years and are expected to continue for at least another 20 years. Manganese from Gabon would be supplied to Firebird’s proposed manganese processing operations in China.

“Our annual demand is very small in comparison, so it makes them a strong and stable partner for us,” Allen said.

The goal of the MoU is to accelerate Firebird’s sulphide plant development, enabling early production and securing a reliable supply of manganese feedstock.

The agreement is expected to transition into a formal offtake agreement once Firebird moves past its final investment decision (FID) and enters the construction phase.

Looking ahead, Firebird has a busy 2025 planned, with a focus on advancing its sulphide plant project, progressing the Oakover manganese project and expanding its technical division, including innovations like calcining kiln technology, which has applications in multiple commodities.

#FirebirdMetals #ASXFRB #Eramet #Manganese #Mining #BatteryMetals #SulphidePlant #CriticalMinerals #Investing #StockMarket #ProactiveInvestors

Andromeda Metals Ltd acting CEO Sarah Clarke talked with Proactive’s Tylah Tully about the latest developments at the company’s Great White Project, a high-quality kaolin resource in South Australia.

The project is positioned for growth, with key approvals in place, feasibility studies completed and offtake agreements secured. Clarke highlighted that the project would start production at 50,000 tonnes per annum, ramping up to 100,000 tonnes by year three.

Offtake partners, including those in Japan, China and Europe, have committed to purchasing the full 100,000-tonne production, with key partner Traxys to scale its offtake with the company’s growth.

Discussing market demand, Clarke noted that kaolin was a versatile mineral used in ceramics, pharmaceuticals, paints, coatings and paper. The company is also exploring new applications, including using kaolin to decarbonise concrete and produce high-purity alumina (HPA) for critical industries like LED lighting and lithium-ion batteries.

Clarke also addressed funding progress, revealing a $90 million funding target through a mix of debt and equity.

The company recently secured an Advance Finding that provides cash rebates of up to 43.5% on eligible Stage 1A+ development expenses.

Immunic Inc CEO Dr Daniel Vitt talked with Proactive's Stephen Gunnion about the upcoming Phase 2 readout of the CALLIPER trial for vidofludimus calcium in progressive multiple sclerosis (MS). The trial, which includes 467 patients globally, is evaluating the drug’s potential to slow disease progression and provide a much-needed treatment option for progressive MS patients.

Vitt confirmed that the trial remains on schedule, with data expected in April. The study aims to assess the drug’s impact on disease progression, brain volume changes, and key biomarkers such as Neurofilament light chain (NfL). The company is particularly focused on addressing the high unmet medical need in non-active secondary progressive MS, a condition with no currently approved treatments.

Early biomarker results from the study have been promising. Vitt highlighted that all patient groups experienced around a 20% reduction in NfL levels, a biomarker linked to disease progression. "A lowering of NfL to that extent is likely to be correlated to a decreased risk of disability worsening," he stated, underscoring the potential significance of the upcoming readout.

Looking ahead, Immunic is preparing for discussions with regulators and planning a potential Phase 3 trial. Vitt noted that only one Phase 3 study would be required for approval, and positive CALLIPER results could attract interest from major players in the MS treatment space.

Stay tuned for further updates. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like, subscribe, and enable notifications for future content!

#ImmunicInc #MultipleSclerosis #MSResearch #Biotech #CALLIPERTrial #MSAwareness #ClinicalTrials #VidofludimusCalcium #Neuroprotection #Pharma #DrugDevelopment

Ariana Resources PLC (AIM:AAU) managing director Kerim Sener talked with Proactive's Stephen Gunnion about the company's latest progress at the Dokwe project in Zimbabwe. He provided details on recently reviewed 2021 drill results, highlighting high-grade gold intercepts, including visible gold in core samples. These findings will inform an updated mineral resource estimate and future feasibility studies.

Sener emphasised that Dokwe is the largest undeveloped gold deposit in Zimbabwe and has the potential to become a major gold producer. The company is working through feasibility, financing, and mine construction plans.

Additionally, he discussed Newmont Ventures’ further investment in Ariana Resources through their exploration venture (Alliance) in southeastern Europe. This investment supports ongoing copper-gold exploration in Southeast Europe, where Ariana has identified multiple promising targets in Kosovo and North Macedonia.

Sener also shared insights from Mining Indaba in Cape Town, where the company attracted strong interest from global investors, including funds from Africa, Asia, and the US.

To stay updated on Ariana Resources and more mining sector insights, subscribe to Proactive’s YouTube channel, hit the like button, and turn on notifications.

#ArianaResources #GoldMining #DokweProject #MiningInvesting #ZimbabweGold #DrillResults #Newmont #CopperGold #MiningIndaba #JuniorMining #GoldExploration #MiningStocks

Hive Digital Technologies Chief Financial Officer Darcy Daubaras joined Steve Darling from Proactive to share the company’s unaudited production results for January 2025.

HIVE mined 102 BTC, bringing its HODL portfolio to 2,657 BTC, valued at $271 million as of January 31, 2025, based on a Bitcoin price of approximately $102,000. The company’s BTC holdings grew 34% year-over-year, though month-over-month holdings declined due to strategic BTC sales to fund capital investments, including the acquisition of Bitfarms’ 200 MW hydro-powered Bitcoin mining assets in Paraguay.

Daubaras highlighted that HIVE maintained an average mining capacity of 5.7 Exahash per Second (EH/s), with fleet efficiency at 22 Joules per Terahash (J/TH). The company achieved a peak BTC-only hashrate of 6 EH/s and a peak BTC-equivalent hashrate of 6.4 EH/s, producing an average of 3.3 BTC per day or 18 BTC per Exahash.

A key development in January was HIVE’s acquisition of a 200 MW hydro-powered mining facility in Paraguay from Bitfarms Ltd. The acquisition is expected to significantly boost HIVE’s global Bitcoin mining hashrate to an anticipated 25 EH/s by September 2025, marking a 317% increase from the current 6 EH/s. HIVE estimates a total net cost of $400,000 per MW to complete the Bitfarms site, which, alongside existing operations in Canada and Sweden, will increase the company’s total operational capacity to approximately 430 MW by Q3 2025.

#proactiveinvestors #hivedigitaltechnologieslet #tsxv #hive #nasdaq #hive #BitcoinMining #CryptoExpansion #GreenEnergy #Paraguay #BTC #CryptoInvesting #BitcoinETFs #Blockchain #MiningTechnology