Proactive - Interviews for investors

Westfield Capital Management managing partner Matthew Renna talked with Proactive about the Harbor Health Care UCITS ETF (LSE:WELL) and its unique approach to healthcare investments. Renna highlighted the fund's active, concentrated strategy, emphasizing opportunities across the entire healthcare spectrum, from high-quality growth companies to innovative biotech and medtech firms.

Renna shared his optimism for the healthcare sector, noting that healthcare's S&P weighting is at a 10-year low, creating attractive setups for long-term growth. He said, "Healthcare has a really strong chance of outperforming the market. It’s a good time to take a fresh look at the opportunity set."

Discussing key areas of focus, Renna detailed the fund's investments in biotech companies like Ascendis Pharma, which he noted is close to profitability and positioned for significant revenue growth. On the medtech side, the fund emphasizes innovative technologies such as those from Dexcom, which leads in continuous glucose monitoring for diabetes.

The conversation also addressed healthcare's potential resurgence as tech and AI sectors stabilize, offering a compelling case for renewed investor interest in 2025 and beyond.

For more insights into healthcare investment opportunities, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe, and enable notifications to stay updated on future interviews!

#HealthcareInvesting #Biotech #MedTech #HarborHealthcareETF #WestfieldCapital #MatthewRenna #ETFs #HealthcareInnovation #Investing2025 #ProactiveInterviews

hVIVO PLC (AIM:HVO) chief executive Yamin 'Mo' Khan talked with Proactive's Stephen Gunnion about the company's record 2024 performance and a positive start to 2025 with the €10 million acquisition of two clinical research units in Germany from CRS. Khan highlighted achieving £63 million in revenue for 2024, a 12% increase over 2023, with industry-leading EBITDA margins of 26% and a cash position of £44 million.

The acquisition of CRS’s Mannheim and Kiel units adds 120 beds and expands hVIVO’s clinical trial offerings, diversifying services and customer reach. Khan emphasised the strategic importance of the acquisition, describing CRS as “a good fit” with a history of quality trials and strong client retention. hVIVO plans to leverage synergies between the companies to enhance patient recruitment and expand end-to-end clinical trial services.

Looking ahead, hVIVO expects 2025 revenue to reach £73 million, despite an initial dip in EBITDA margins as the company integrates CRS. Khan also confirmed the £100 million revenue goal by 2028 remains on track.

For more insights into hVIVO’s plans and progress, watch the full interview. Don’t forget to like, subscribe, and turn on notifications for updates on Proactive's channel!

#hVIVO #ClinicalResearch #PharmaNews #MedicalTrials #CEOInterview #BusinessAcquisition #ClinicalDevelopment #Biotech #HealthcareInnovation #ProactiveInvestors

Itaconix PLC (AIM:ITX, OTCQB:ITXXF) CEO John Shaw talked with Proactive's Stephen Gunnion about the company’s 2024 performance, growth strategies, and innovative product launches from the American Cleaning Institute Convention in Orlando, Florida. Shaw highlighted their success in improving gross profit margins from 31% to 35% and emphasised the strategic restructuring of the company’s customer base to focus on higher-margin business.

The company reported 2024 revenues of $6.5 million, consistent with expectations while maintaining cash reserves and investments of $6.7 million. Shaw shared insights on European growth, where revenues nearly doubled, and their investment in inventory to support this expansion. Shaw also touched on the SPARX program, launched last fall, which showcases Itaconix's next-generation innovations, including advanced automatic dish pods and versatile tablet products.

Speaking about the future, Shaw expressed confidence in returning to higher growth and profitability in 2025. “We have plenty of resources for what we need to get done in the next couple of years,” he stated.

Visit Proactive’s YouTube channel for more interviews like this. Don’t forget to like this video, subscribe to the channel, and enable notifications for updates!

#Itaconix #JohnShaw #SustainableProducts #BusinessGrowth #AmericanCleaningConference #SPARXProgram #EuropeanExpansion #CleanTech #ProactiveInterviews #RevenueGrowth

Livium Ltd (ASX:LIT, OTC:LMMFF) managing director and CEO Simon Linge talks with Proactive’s Tylah Tully about the company’s latest quarterly update, highlighting key developments in its recycling business and advancements in LieNA® technology.

Linge detailed Livium’s revenue growth year-on-year despite seasonal impacts, citing continued customer sign-ups as a positive indicator for future stability.

He noted a cash balance of more than $5 million at the end of the quarter, supported by non-core asset sales and R&D benefits.

Discussing recycling milestones, Linge emphasised the company’s focus on handling larger format lithium-ion batteries, expanding its customer base and offering value-added services.

He acknowledged the progress made in scaling up operations and the strategic partnerships being pursued to accelerate growth.

On the technology front, he confirmed the completion of stage one activities with Mineral Resources Ltd, highlighting key learnings from pilot programs and an accelerated commercial pathway under development.

He says that Livium remains committed to refining its battery materials demonstration facility and securing funding within the first half of the year.

Looking ahead, Livium is refining its strategy to prioritise recycling business growth while advancing the commercialisation of LieNA® technology.

#Livium #ASXLIT #BatteryRecycling #LithiumIon #LieNATechnology #SustainableEnergy #EVBatteries #RecyclingInnovation #GreenTech #InvestorUpdate #ProactiveInvestors #CleanEnergy

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

Riversgold has announced continued high-grade assay results from rock chip sampling at its Saint John Project, located in New Brunswick, Canada.

The project spans a 25-kilometre zone of felsic intrusions and has delivered significant gold, copper, silver, lead, and antimony mineralisation from limited surface outcrops.

At the Little Lepreau Prospect, results include 41.6 grams per tonne (g/t) gold and 26.8 g/t silver, as well as 1.99 g/t gold and 6.81 g/t silver.

The Prince of Wales Prospect returned 8.99% copper and 42.6 g/t silver, with silver assays reaching up to 240 g/t.

At the Hideaway Prospect, assays revealed copper grades of 1.61% and 1.74%, with silver grades of up to 5.31 g/t.

The company says the results confirm the Saint John Project as a significant, previously unexplored multi-metal discovery.

With drilling approvals secured for 2,000 metres, Riversgold plans to target key outcrops in the coming months.

Exploration teams are refining the best targets to drill first, while fieldwork continues to assess further potential across the project area.

Riversgold expressed satisfaction with the strong start to 2025 and looks forward to providing further updates as activities progress.

#Riversgold #SaintJohnProject #GoldExploration #CopperMining #SilverDiscovery #AntimonyProduction #CanadianMining #NewBrunswick #ExplorationUpdate #HighGradeAssays #GoldMining #MultiMetalExploration #DrillingApprovals #BayOfFundy #MineralDiscovery #RockChipResults #SilverMining #MiningCanada #ResourceExpansion #Tier1Mining

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

Antipa has received significant gold and copper intersections from a drilling program at the Minyari Dome Project in Western Australia’s Paterson Province.

The results stem from the CY2024 Phase 2 program, targeting the GEO-01 main zone, Fiama prospects and the Minyari deposit.

These findings confirm new near-surface mineralisation and the potential for resource expansion.

Key results include 51 metres at 2.7 g/t gold and 0.39% copper from 396 metres in the Minyari deposit, with a peak assay of 0.55 metres at 90.7 g/t gold and 16.9% copper.

GEO-01 results include 83.6 metres at 1.0 g/t gold from just 3.8 metres.

The company notes that much of the newly discovered mineralisation begins close to the surface and remains open at depth.

The mineralisation is primarily gold- and copper-rich, with strong silver and cobalt grades adding economic potential.

Antipa plans to begin drilling in 2025, with activities expected to begin this quarter.

The company aims to further grow the resource base and advance technical studies for economic assessment of the project.

#AntipaMinerals #GoldExploration #CopperMining #WesternAustralia #MinyariDome #PatersonProvince #DrillingResults #ResourceExpansion #MiningUpdate #GoldDiscovery #CopperExploration #AssayResults #MiningAustralia #SilverMining #CobaltExploration #MineralResources #ExplorationUpdate #EconomicGeology #MiningIndustry #AustralianMining

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from American Rare Earths Ltd.

ARR has announced a 12.2% increase in the total mineral resource estimate for its Halleck Creek Rare Earth Project in Wyoming, bringing the total to 2.63 billion tonnes at 3,926 ppm Total Rare Earth Oxides (TREO).

This update reinforces Halleck Creek’s position as one of the largest rare earth deposits in North America.

The Red Mountain Area within Halleck Creek has seen a 29.7% increase in resources to 1.24 billion tonnes, with an 8.3% uplift in grade to 3,252 ppm TREO.

The Cowboy State Mine, which represents the first phase of development at Red Mountain, has grown by 29.4% to 543 million tonnes, with a 2.7% improvement in grade to 3,438 ppm TREO.

The deposit remains open at depth and along strike, with the current resource estimate covering only 16% of the overall project area, suggesting significant expansion potential.

Halleck Creek is strategically positioned to support US efforts for domestic critical mineral independence. Its favourable geology and near-surface mineralisation offer potential for low-cost open-pit operations.

Ongoing metallurgical test work has demonstrated efficient processing methods for rare earths, further enhancing the project’s economic viability.

The updated resource estimate will be incorporated into an updated scoping study, scheduled for release in February 2025, and a pre-feasibility study to be completed later this year.

ARR emphasised that Halleck Creek’s scale, growth and strategic importance make it a cornerstone project in the US rare earth supply chain, supporting economic growth and national security goals.

#AmericanRareEarths #HalleckCreek #RareEarths #MiningWyoming #CriticalMinerals #USMineralIndependence #ResourceExpansion #RareEarthMining #MiningNews #WyomingMining #ScopingStudy #PreFeasibilityStudy #CriticalMetals #USSupplyChain #EconomicGrowth #RareEarthDeposits #MineralProcessing #MiningProjects #StrategicResources #DomesticSupply

Terra Metals Ltd (ASX: TM1) managing director and CEO Thomas Line talks with Proactive’s Tylah Tully about the latest results from the company’s second drilling program at Reef 1 North within the Dante Project in Western Australia.

Line emphasised the discovery of consistent high-grade titanium mineralisation from surface over a 2.5-kilometre strike. This titanium is part of a rich polymetallic deposit that includes copper, precious metals and vanadium.

He highlighted the significance of these results, which demonstrate the potential for a shallow, low-cost, high-grade development opportunity.

Line notes that the demand for titanium is rising as global sources deplete, adding, "Certainly what we have found is shaping up to be potentially one of the largest and highest-grade deposits."

Looking ahead, Terra Metals plans to continue drilling at Reef 1 North and conduct metallurgical test-work to explore the potential for creating multiple high-value concentrates from this polymetallic deposit.

Additional drill results are expected soon, which should offer further insight into the deposit's scale and value.

Stay tuned as Terra Metals progresses its exploration at the Dante Reefs project.

#ProactiveInvestors #TerraMetals #ASX #DanteReefs #TitaniumDiscovery #CriticalMetals #MiningNews #ASXTM1 #MineralExploration #SustainableMining #ThomasLine

Astral Resources NL (ASX:AAR) managing director Marc Ducler talks with Proactive’s Tylah Tully about the outstanding gold drilling results returned from its Theia prospect.

Ducler said that two final drill holes from a four-hole diamond drilling program delivered exceptional outcomes, including 1,000 gram meters of gold along the drill length in one hole.

He explained that visible gold occurrences and these results were significantly increasing confidence in resource updates.

Theia is a major focus for Astral, with efforts now shifting to refining the mineral resource estimate, expected to be released in Q1 2025.

“These are all necessary de-risking steps so that we can put out a really strong pre-feasibility in the June quarter,” Ducler stated.

Additionally, he shared updates on broader drilling activities across key prospects, including geotechnical work at Kamperman, Rogan Josh and Think Big.

This will support pre-feasibility studies and metallurgical sampling, further de-risking the company’s operations.

Astral Resources is progressing toward a pre-feasibility study with updated gold price assumptions and strong resource conversion from inferred to indicated ounces, aiming to capitalise on its growing resource base.

#ProactiveInvestors #AstralResources #ASX #TheiaDrilling #GoldExploration #GoldMining #ASXAAR #MineralResource #PreFeasibilityStudy #MiningUpdates #GoldDiscovery

Replenish Nutrients CEO Neil Wiens joined Steve Darling to share exciting developments with Proactive, announcing the successful closing of $1.15 million in key debt financings. This pivotal funding will enable critical upgrades to the company’s Beiseker granulation facility, positioning it to meet surging demand for sustainable fertilizer solutions ahead of the crucial spring planting season.

Wiens highlighted that the upgrades will allow the facility to achieve full operational capacity, producing 20,000–25,000 metric tonnes of granulated fertilizer annually. These enhancements are expected to be completed by early Q2 2025, perfectly timed to capitalize on the spring fertilizer season, a significant revenue-driving period for the company.

Replenish Nutrients has already secured purchase orders for the first 6,000 metric tonnes of production, with an average price of $575 per tonne, yielding impressive gross margins of 25%–35%, consistent with prior guidance. With ongoing demand from long-standing customers and distributors, the company anticipates selling the facility’s full annual capacity, ensuring strong EBITDA and positive operating cash flow on a run-rate basis.

Beyond the Beiseker facility, this financing milestone provides momentum for Replenish’s broader growth strategy. Future projects include the planned DeBolt and Bethune granulation facilities, aligning with the company’s mission to scale sustainable agriculture and expand its presence in high-demand markets.

#proactiveinvestors #replenishnutrientsholdingscorp #cse #erth #otc #vvivf #RegenerativeAgriculture #FertilizerInnovation #SustainableFarming #CropGrowth #NeilWiens #AgricultureNews #Farming2025 #ProactiveInvestors #SustainableSolutions