Proactive - Interviews for investors

VettaFi Head of Thematic Strategy Jane Edmondson joined Steve Darling from Proactive about the ripple effects of President Trump’s proposed NATO defense spending increase and the evolving landscape of European defense investments.

Trump's call to raise NATO member nations' defense spending from 2% to 5% of GDP has sparked varied responses. Countries like Poland have welcomed the initiative, while others, including Germany, have raised concerns over the financial burden. Edmondson noted that this proposal underscores a broader trend of increased military investment across Europe, driven by geopolitical tensions, particularly the ongoing Russia-Ukraine conflict.

Edmondson highlighted the sharp rise in European defense stocks, with companies such as Rheinmetall, Saab, and Leonardo experiencing dramatic gains of 200% to 300% since the start of the conflict. This surge reflects the market's recognition of the urgent need for modernized defense capabilities after years of underfunding.

She pointed to emerging initiatives like the development of a European defense industrial base and a potential defense bank to sustain military investments. Additionally, Trump's recent executive order reforming U.S. defense budgets further emphasizes a shift towards innovative technologies, such as artificial intelligence and robotics, over traditional defense programs.

Edmondson predicted that a peaceful resolution to the Russia-Ukraine war could trigger short-term profit-taking in defense stocks. However, she emphasized that the long-term demand for defense investment remains strong, driven by NATO's evolving requirements and Europe's push for self-sufficiency in defense.

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Protalix BioTherapeutics CEO Dror Bashan recently detailed the company’s vision for 2025, highlighting advancements in its proprietary ProCellEx platform and its commitment to addressing unmet medical needs. Protalix specializes in producing complex human proteins using plant cell technology, focusing on therapies for Fabry and Gaucher diseases while exploring new opportunities in other therapeutic areas.

A key achievement in 2024 was the successful completion of a Phase 1 clinical trial for the company’s treatment candidate for gout. Positive trial results have set the stage for a Phase 2 study, scheduled to begin in mid-2025. Bashan also emphasized Protalix’s robust financial position, with the company becoming debt-free as of September 2024—a milestone that supports ongoing operations, clinical trials, and pipeline expansion.

Protalix is also actively working to extend the reach of Elfabrio, its FDA-approved therapy for Fabry disease. Additionally, the company is leveraging its innovative platform to explore next-generation solutions in renal and other therapeutic areas, aiming to broaden its impact on patient care.

Looking ahead, Protalix plans to focus on addressing unmet needs in renal therapies while continuing to build on the success of its current treatments. With a strong financial foundation and a dedication to innovation, the company is well-positioned for transformative growth in 2025 and beyond.

Nexe Innovations President Ash Guglani joined Steve Darling to share insights with Proactive on the company’s achievements in 2024 and its ambitious plans for 2025. In a letter to shareholders, Guglani highlighted the company’s successful transition from intensive product development and beta testing to the commercialization of its K-Cup-compatible NEXE pods. This achievement has paved the way for strategic partnerships and growing recurring revenues, with increasing order volumes underscoring strong market demand.

Guglani noted that Nexe’s diverse customer base spans retail, office coffee services (OCS), and e-commerce channels. This multi-channel approach enables the company to reach varied audiences and expand its market penetration. In 2025, the company plans to substantially grow its onboarding efforts for additional customers for its K-Cup-compatible products, ensuring a robust pipeline for continued expansion.

Another key focus for 2025 will be the advancement of Nexe’s next-generation compostable Nespresso** Original Line pods. The company is actively sampling these products with two customers and plans a broader rollout later in the year, marking a significant step forward in its sustainability-driven product portfolio.

Additionally, Nexe Innovations is exploring new markets for its proprietary resin, which has potential applications in waste-to-energy processing. The company is currently in discussions with industry leaders in sectors with promising growth opportunities. Nexe’s technical team is developing prototypes to demonstrate the resin’s capabilities to key decision-makers in these industries.

With a strong foundation from 2024 and innovative plans for the year ahead, Nexe Innovations is positioning itself for sustainable growth while addressing key consumer and environmental needs.

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Ocean Power Technologies CEO Philipp Stratmann joined Steve Darling from Proactive to share that the company has successfully completed a significant set of exercises in California, showcasing the autonomous capabilities of its Wave Adaptive Modular Vessel (WAM-V). The WAM-V demonstrated its ability to perform offshore surveys for multiple days without needing to return to base, marking a major milestone in autonomous marine technology.

During these trials, the WAM-V 22 hosted a complete seabed survey payload and provided real-time hydrographic and survey data collection over several days. This multi-day operational capability is a result of recent design enhancements, which enable extended operations at sea while supporting power-intensive offshore instrumentation.

Stratmann emphasized that this innovation allows customers to achieve greater persistence at sea, offering increased efficiency and unlocking new opportunities in markets requiring long-duration offshore operations. By reducing the need for frequent returns to base, the upgraded WAM-V is poised to deliver cost-effective and sustainable solutions for offshore surveying and monitoring.

This advancement underscores Ocean Power Technologies’ commitment to revolutionizing offshore operations through innovative and autonomous technologies.

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Pantheon Resources CEO Jay Cheatham and Technical Director Bob Rosenthal joined Steve Darling from Proactive to shared promising updates from the Megrez-1 well during an interview with Proactive, revealing preliminary findings that suggest a significant upgrade in resource estimates for Ahpun's Eastern Topset. The results, which include detailed analysis of logs, cores, and cuttings, indicate that the Megrez structure has exceeded pre-drill expectations and holds considerable additional potential.

According to the company, the Megrez structure has trapped a larger hydrocarbon pool than originally anticipated. This discovery is further bolstered by the identification of additional prospective zones in the Lower Sagavanirktok Formation, located above the Prince Creek Formation. These zones were not included in earlier evaluations, providing an unexpected opportunity for resource expansion and further boosting the well's significance.

For the previously identified oil horizons, which include the Upper Schrader Bluff and the Upper and Lower Prince Creek formations, Pantheon Resources estimates a potential 15% to 50% upgrade in resource volumes compared to the pre-drill figure of 609 million barrels. Additionally, the logs and cuttings from the Megrez-1 well have revealed three new potential oil-bearing zones within the Lower Sagavanirktok Formation. These zones exhibit excellent porosity and permeability, suggesting significant further resource upside and confirming the well’s strategic value.

Cheatham emphasized that three additional flow tests are planned to validate the potential of these newly identified zones. These tests will be conducted before suspending the well, which is being considered for future use as a producer or injector. The preliminary analysis also indicates that the hydrocarbon liquid column intersected by Megrez-1 is more extensive than originally estimated, further underscoring the well’s importance in Pantheon’s exploration efforts.

The Megrez-1 findings could represent a major milestone for Pantheon Resources, with the anticipated resource upgrades and additional zones contributing to the company’s long-term strategy and potential production capabilities. Further analysis and testing are expected to provide greater clarity on the full extent of this discovery’s impact.

#proactiveinvestors #pantheonresourcesplc #mining #lse #panr #pthrf #OilExploration #Megrez1 #AlaskaOil #EnergyNews #JayCheatham #OilReserves #ResourceUpgrade #OilIndustry #GeologyExploration

Century Lithium CEO Bill Willoughby joined Steve Darling from Proactive to share significant progress with Proactive, revealing the company has entered into a non-binding memorandum of understanding (MOU) with Orica Specialty Mining Chemicals. The MOU sets the groundwork for a formal multiyear offtake agreement, enabling Orica to purchase sodium hydroxide from Century Lithium's Angel Island project near Silver Peak, Nevada.

Orica, a global leader in mining and infrastructure solutions, is also a key manufacturer and supplier of specialty mining chemicals to Nevada’s mining sector. This collaboration strengthens Century Lithium’s integration into the region’s mining ecosystem.

Willoughby elaborated on the company's innovative and patent-pending process for extracting lithium from the claystone at Angel Island. The method combines chloride leaching with direct lithium extraction, utilizing salt—either as solid sodium chloride or saline brine—to produce reagents for leaching and pH control. Beyond lithium carbonate as the primary product, the process generates surplus sodium hydroxide, which is anticipated to contribute significantly to keeping operating costs low.

The initial agreement with Orica spans five years and includes the option for an additional five-year extension under a right-of-first-offer arrangement. This partnership underscores the Angel Island project’s potential for not only producing lithium efficiently but also leveraging by-products to create sustainable operational synergies.

Century Lithium’s progress at Angel Island marks a critical step in the company's mission to deliver cost-effective and innovative solutions to the growing demand for lithium and related chemicals.

#proactiveinvestors #centurylithiumcorp #tsxv #lce #otcqx #cydvf #mining #oricaspecialtymining #LithiumExtraction #BatteryTechnology #RenewableEnergy #MiningInnovation #SustainableEnergy #NevadaProjects #ChemicalProcessing #CleanEnergySolutions #ProactiveInvestors

Power Nickel Inc CEO Terry Lynch joined Steve Darling from Proactive to share the results from three drill holes from the fall campaign at the Nisk Project, aimed at testing the depth and western extensions of the Lion Zone.

Drill hole PN-24-079 targeted the interpreted plunge of the Lion Zone below Hole PN-24-078, successfully intersecting the main high-grade zone. Hole PN-24-080, drilled approximately 75 meters west of PN-24-079, intersected the mineralized horizon above the plunge but returned sporadic metal values. Drill hole PN-24-081, testing approximately 100 meters below PN-24-080, intersected the top edge of the main Lion Zone and yielded 4.85 meters grading 1.85% CuEq¹.

Looking ahead, Lynch highlighted that the 2025 exploration program is now underway. Technical crews are currently processing the remaining December drill core, preparing winter drill roads and pads, and upgrading core logging and sampling facilities to accommodate multiple drills. Drilling has already commenced, with the first rig active at the initial 2025 site. By early February, a second drill will be operational, with a third rig joining by mid-February, significantly increasing the capacity to deliver faster results and expedite resource building.

In addition to drilling, interpretations of the 2024 electromagnetic (EM) ground and borehole surveys are expected to identify multiple conductive targets. These findings will guide exploration efforts, extending the Lion Zone and identifying additional mineralized zones along several kilometers of strike. The geophysical targets are set to provide ample exploration opportunities to keep the expanded drill fleet engaged throughout the winter campaign.

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Terra Balcanica Resources CEO Alex Miskovic joined Steve Darling from Proactive to shared exciting updates with Proactive, announcing strong assay results from the Brezani target, part of the company’s Viogor-Zanik project in eastern Bosnia and Herzegovina. A standout drill result, hole BREDD002, returned 436 g/t AgEq over 19.6 metres, including a high-grade interval of 746 g/t AgEq and 1.42 wt.% Sb over 9.8 metres, highlighting the significant potential of the Brezani target.

The company has also confirmed an additional mineralization style at Brezani alongside the previously identified gold skarn. Recent assays show a gold skarn interval grading 0.61 g/t AuEq over 88.0 metres from surface. The mineralization trends upward, daylighting in a topographic depression with As-Bi-Sb-Te anomalies in soil samples, indicating a promising shallow "boiling-zone" drill target.

Terra Balcanica is awaiting results from four completed shallow drill holes, designed to expand the footprint of the gold skarn within an 800-metre strike-length gold-in-soil anomaly. Future exploration plans include targeting the epithermal mineralization near the surface and identifying the "boiling zone," where precious metals are expected to have been favorably deposited.

These results underscore the company’s progress in advancing the Viogor-Zanik project and its commitment to uncovering high-value mineralization zones.

#proactiveinvestors #terrabalcanicaresourcescorp #cse #tera AleksandarMišković, #BosniaDrilling, #UraniumExploration, #AthabascaBasin, #SilverMining, #GoldExploration, #MineralResources, #MiningUpdates, #GeologicalSurvey, #VulcanMetals,

Proactive’s Tylah Tully breaks down ‘Just the facts’ of the latest news from Suvo Strategic Minerals Ltd (ASX: SUV).

Suvo has extended its major sales contract with Norske Skog, or the buyer, for the supply of hydrous kaolin from its Pittong operation in Victoria.

The new three-year agreement commenced in January 2025 under the same terms as the previous contract, with a CPI price adjustment.

The buyer estimates it will purchase between 21,000 and 24,000 tonnes of hydrous kaolin over the contract term, an increase from the 16,300 tonnes supplied under the prior agreement.

The company views this contract extension as confirmation of its ability to supply large volumes of kaolin.

The increased demand from the buyer is expected to contribute to significant sales growth in 2025, supported by orders from other existing customers.

Additionally, Suvo is awaiting results from larger batch trials being conducted by other customers, including ongoing test work in Japan for using kaolin to control and capture particulate lead emissions from municipal waste incineration.

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Proactive’s Tylah Tully breaks down ‘Just the facts’ of the latest news from Orthocell Ltd (ASX:OCC, OTC:ORHHF).

Orthocell Ltd is accelerating the global expansion of its nerve repair product, Remplir™, following strong sales in Australia, New Zealand and Singapore.

The company has recorded three consecutive quarters of revenue growth and is preparing for US FDA clearance, expected in March or April 2025, to enter the US nerve repair market, valued at approximately US$1.6 billion annually.

Remplir, a collagen wrap for nerve repair surgeries, is currently approved in three markets and distributed by Device Technologies.

Since its Australian market launch in November 2022, about 160 orthopaedic and plastic surgeons have adopted the product due to its unique features, including reduced suturing and improved healing outcomes.

Orthocell is targeting a 20% share of the global nerve repair market, estimated at US$3.2 billion.

Planned regulatory submissions in 2025 include Canada, Thailand, the UK, the EU and Brazil, while additional ASEAN and Latin American markets are under evaluation.

Orthocell has strengthened its US strategy by appointing experienced executives and building a sales team to support early adoption.

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