Proactive - Interviews for investors

AJ Bell investment analyst Daniel Coatsworth talked with Proactive's Stephen Gunnion about the FTSE 100 reaching a new high and the key factors driving it.

Coatsworth highlighted three major drivers behind the gains: the weaker pound, ongoing merger activity in the mining sector, and Chinese GDP figures supporting commodity demand. He explained that the weaker pound benefits FTSE 100 companies, as many earn in dollars, which increases the value of their earnings when converted to pounds.

The discussion also touched on potential mergers in the mining sector, including past talks between Rio Tinto and Glencore, and the broader implications for market activity. Coatsworth also provided insights into the challenges and opportunities ahead for the FTSE in 2025, including the impact of Donald Trump's return to the White House, cost pressures on UK companies, and the resilience of defensive sectors like utilities and tobacco.

Coatsworth described the mining sector as "addicted to M&A," and suggested that further activity could bolster the market. He also noted, "While today's record high is significant, the FTSE remains a laggard compared to US markets."

For more insights from market analysts and updates on global economic trends, visit Proactive's YouTube channel. Don't forget to like this video, subscribe to our channel, and enable notifications for future updates.

#FTSE100 #StockMarketNews #InvestmentInsights #AJBell #MiningSector #WeakerPound #GlobalEconomy #ChineseGDP #MarketTrends #ProactiveInvestors #2025MarketOutlook #MergersAndAcquisitions

Lightning Minerals Ltd (ASX:L1M) managing director Alex Biggs talked with Proactive’s Tylah Tully about significant progress at the Esperança Project, including confirming the presence of spodumene-bearing pegmatites.

Biggs explained that this discovery follows test work conducted after identifying the mineral at the site last year.

“We’ve got spodumene and lithium-bearing pegmatites at Esperança, which is great. That’s really important for us,” Biggs said.

Biggs also provided updates on the completion of phase one soil sampling across three tenements.

Results indicated high lithium readings, with Caraíbas showing values up to 429 ppm and Abraçá reaching 320 ppm.

These promising indicators will guide drilling plans, with the team identifying five or six potential targets for further exploration.

Drilling at Esperança is set to commence soon, with plans to expand the campaign based on initial results.

Biggs expressed optimism about 2025 being a pivotal year for Lightning Minerals.

#ProactiveInvestors #LightningMinerals #ASX #LithiumDiscovery #EsperançaProject #MiningNews #LithiumExploration #ASXStocks #MineralsExploration #LithiumIndustry #Spodumene

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from Ora Banda Mining Ltd (ASX:OBM, OTC:ESGFF).

Ora Banda concluded 2024 in a strong financial position, holding A$57.8 million in cash and having fully paid off its Riverina Underground operations at the Davyhurst Project in Western Australia.

In the December quarter, the company reported A$9.1 million in positive cashflow despite spending A$30.8 million on capital, resource development, and exploration. Riverina Underground repaid its initial capital investment within 18 months and continues to deliver higher-than-forecast cashflow and mined grades.

The Sand King Underground operation achieved first ore within four months of development, with ramp-up on track to deliver up to 21,000 ounces of gold in the second half of FY25. The Davyhurst mill processed 280,000 tonnes of ore during the quarter, marking a 9% improvement from the prior period, with 41% of the feed coming from medium and high-grade Riverina ore.

Quarterly gold production stood at 22,973 ounces, bringing first-half FY25 production to 47,300 ounces. All-in-sustaining costs (AISC) were A$2,536 per ounce sold, with legacy stockpiles now depleted. The company plans to increase annual production to 150,000 ounces by FY26, supported by Sand King’s higher-grade ore and infrastructure upgrades. Ora Banda expects exploration results to further strengthen its portfolio and unlock new opportunities.

#OraBandaMining #RiverinaUnderground #GoldProduction #DavyhurstProject #AustralianMining #MiningNews #GoldStocks #ASXUpdates #MiningOperations #GoldInvesting #SandKingUnderground #CashflowGrowth #GoldMining #AISC #MiningIndustry #WesternAustralia #MineralExploration #GoldMarket #InfrastructureUpgrades #FY26Goals

Standard Uranium Vice President of Exploration Sean Hillacre joined Steve Darling from Proactive to announce the company’s acquisition of two promising uranium projects, Umbra and Sable, in the eastern Athabasca Basin. These strategic acquisitions, encompassing 3,680 and 1,590 hectares respectively, were secured through low-cost staking and are now available for joint venture option agreements, marking a key step in the company’s growth strategy.

The Umbra project consists of two mineral claims covering 3,679 hectares, while the Sable project is a single mineral claim spanning 1,590 hectares. Both projects are strategically located near significant uranium operations, with Sable situated just 35 km northwest of the Cigar Lake uranium mine and 42 km southwest of the Hurricane uranium deposit. Despite their proximity to these major sites, both projects remain relatively underexplored, presenting a significant opportunity for discovery through modern geophysical surveying and 3D data analysis.

Hillacre also highlighted the completion of high-resolution ground gravity surveys on the Atlantic and Rocas projects. These surveys are designed to detect zones of potential hydrothermal alteration, refining existing drill targets and providing additional vectors for shallow uranium discovery within the eastern Athabasca Basin region.

“These acquisitions and exploration advancements underline Standard Uranium’s commitment to identifying and advancing high-potential uranium projects in one of the world’s most prolific uranium regions,” Hillcare stated.

By expanding its portfolio and leveraging modern exploration techniques, Standard Uranium continues to position itself as a leading player in the uranium sector, driving forward its mission to uncover and develop valuable resources in the Athabasca Basin.

#proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #sundogproject

Callinex Mines CEO Max Porterfield joined Steve Darling from Proactive to unveil the company’s ambitious plans for 2025, following a highly productive 2024. The company has positioned itself for significant growth and development, focusing on expedited permitting processes, resource expansion, and exploration of its newly acquired land package.

Reflecting on 2024, Porterfield highlighted several key achievements that have laid the groundwork for the company’s future. These include completing critical engineering work on the Rainbow and Pine Bay deposits, conducting baseline studies at the Pine Bay Project, and preparing for the submission of an Advanced Exploration Permit.

These advancements build on the 2023 Pine Bay Project NI 43-101 maiden resource estimate, which showcased impressive results with the Rainbow Deposit having an Indicated Mineral Resource of 3.44 Mt at 3.59% copper equivalent (CuEq) and an Inferred Mineral Resource of 1.28 Mt at 2.95% CuEq. The Pine Bay Deposit is showing an Inferred Mineral Resource of 1.0 Mt at 2.62% Cu.

He highlighted advanced engineering and baseline studies initiated to secure an Advanced Exploration Permit for Rainbow and Descendant, aiming for completion in Q1 2025.

The company also expanded its land package in 2024 and finalized an agreement with Teck, removing a 25-year buyback provision. This milestone enables unrestricted exploration on geologically promising ground. Porterfield emphasized Callinex Mines’ dual focus on permitting and advancing its 6.00 million-ton high-grade resource while targeting further exploration in 2025.

#proactiveinvestors #callinexminesinc #tsxv #cnx #otcqx #cllxf #mining

GSP Resource Corp CEO Simon Dyakowski joined Steve Darling from Proactive to share groundbreaking updates from the company’s 2024 diamond drill campaign. The program, which consisted of seven drill holes totalling 812 metres, was strategically designed to explore potential extensions of high-grade copper and gold zones at the Alwin Property in British Columbia.

The Alwin Mine Copper-Silver-Gold property, spanning approximately 344 hectares, boasts a rich history. Between 1916 and 1981, the historic underground mine was developed over an expansive area measuring 500 metres in length, 200 metres in width, and 300 metres in depth, producing significant quantities of mineral resources.

Dyakowski revealed a game-changing discovery within drill hole AM-24-06: a new high-grade gold zone grading 5.04 grams-per-tonne gold and 1.01% copper over an impressive 7.90 metres. This discovery represents the highest-grade modern gold assay interval ever recorded at Alwin, marking a pivotal moment for the project.

Currently, the Alwin Project hosts an inferred mineral resource of 1.46 million tonnes at an average grade of 1.08% copper, equivalent to 34.6 million pounds of copper. With these promising results, GSP Resources is poised to further evaluate the project’s potential to unlock substantial value.

Strategically located adjacent to the western boundary of Teck Resources’ Highland Valley Mine—the largest open-pit porphyry copper-molybdenum mine in Western Canada—the Alwin Project is uniquely positioned to benefit from the region’s established mining infrastructure and expertise.

#proactiveinvestors #gspresourcescorp #tsxv #gspr #otc #gsrcf #GoldDiscovery #GSPResourceCorp #AlwinMine #MiningExploration #HighGradeGold #CopperGoldMining #BritishColumbiaMining #GoldPotential #DrillResults #ResourceExpansion

Voyageur Pharmaceuticals CEO Brent Willis joined Steve Darling from Proactive to share details from a recently released Letter from the CEO, highlighting the company’s significant achievements in 2024 and its ambitious plans for 2025.

Willis reflected on 2024 as a transformative year for Voyageur, with the company entering into a Letter of Intent with a large multinational pharmaceutical company. This collaboration aims to improve production efficiencies and expand Voyageur’s presence in the contrast media market. Both parties are actively working toward a definitive agreement, expected in early 2025. Voyageur introduced five new Health Canada-licensed barium contrast products aimed at raising the bar for medical imaging standards and enhancing diagnostic precision for healthcare professionals. This accomplishment followed 18 months of dedicated research and development.

The company secured a $2.7 million sales distribution contract for its SmoothX 2% Barium Contrast product, solidifying its market presence in Latin America. Regulatory approvals are in progress, with sales slated to commence in the second half of 2025. Additionally, Voyageur is engaging with global distributors to broaden its reach.

Voyageur is entering 2025 with a clear roadmap for advancing its product pipeline and market position, which includes extensive testing of its barium contrast formulations in human subjects is set to begin, with a focus on ensuring safety and efficacy in clinical settings. Voyageur aims to secure FDA approvals for its barium contrast products, demonstrating compliance with rigorous U.S. regulatory standards.

A major initiative for 2025 involves advancing its iodine contrast drug development in the U.S. The goal is to produce the lowest-cost iodine contrast drugs in the market. Preliminary bench-scale testing has already commenced, and the company is laying the groundwork for full-scale production. With North America currently relying 100% on imported radiology drugs, Voyageur is focused on addressing critical mineral supply constraints. The company is working to establish the first secure, vertically integrated supply chain for radiology drugs in North America, aiming to fill critical gaps in the industry.

As Willis explained, these efforts underscore Voyageur’s commitment to innovation and its vision to redefine the radiology drug industry by providing secure, cost-effective, and high-quality solutions for healthcare professionals. With its robust pipeline and strategic partnerships, Voyageur is well-positioned for sustained growth and success in 2025 and beyond.

#proactiveinvestors #voyageurpharmaceuticalsltd #tsxv #vm #vyyrf #ctscan #xray #BrentWillis, #RainCage, #Nanoscience, #MRI, #CTScan, #MedicalBreakthrough, #Fullerenes, #Vanadium, #Gadolinium, #Bismuth, #Iodine, #Radiology, #MedicalInnovation, #DrugDevelopment, #Healthcare, #ScientificBreakthrough,

Foresight Solar Fund Ltd (LSE:FSFL) fund manager Ross Driver talked with Proactive's Stephen Gunnion about the company’s outlook for 2025, highlighting the key drivers for renewable infrastructure in the new year. Driver pointed out that energy prices have stabilised, supporting long-term planning, while a pro-renewables agenda in the UK government is incentivising solar growth. He emphasised, “If inflation is falling… interest rates are likely to come down,” which would benefit real asset investors.

Reflecting on a challenging 2024, Driver explained that rising UK bond yields had created competition for renewable trusts, impacting share prices. However, he noted that lower interest rates and positive trends in the gilt market could address these challenges.

Looking ahead, Driver shared that Foresight Solar is focusing on its proprietary development pipeline to maximise shareholder value and provide better revenue visibility. The company is confident in its dividend sustainability, with assets generating 1.4 times the cash required for payouts. Updates on the Australian portfolio sale and other initiatives are expected soon.

Watch the full interview to learn more about Foresight Solar Fund Ltd’s plans and strategies for 2025. Don’t forget to like, subscribe, and enable notifications for Proactive’s YouTube channel for more updates.

#ForesightSolar #RenewableEnergy #SolarEnergy #GreenInfrastructure #InvestmentStrategy #ProactiveInvestors #SustainableGrowth #DividendYield #2025Trends #CleanEnergy

Cordiant Digital Infrastructure Ltd (LSE:CORD) Managing Director Atul Roy joined Stephen Gunnion in the Proactive studio to discuss the evolving role of data infrastructure. Roy provided an overview of data centres, explaining their purpose, history, and how they serve as the backbone for storing and processing data.

He highlighted the different types of data centers, including enterprise, co-location, interconnected, edge, and hyperscale facilities, and explained how advancements like AI and cloud services are driving unprecedented demand. "We are seeing a very solid growth in our data centre portfolio," Roy said, emphasising the critical role these facilities play across industries like healthcare, transportation, and communication.

Roy also addressed AI's impact on data centre usage, detailing how large language models and automated systems require extensive processing power and infrastructure. Cordiant Digital's strategy focuses on edge, interconnect, and co-location data centres, with planned expansions in regions including Europe and North America to meet growing demand.

Cordiant Digital, across its portfolio companies, invests in 9 data centres with a combined 18.3MW of power capacity.

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

#CordiantDigital #DataCenters #AIInfrastructure #EdgeComputing #DigitalTransformation #ProactiveInvestors #TechInnovation #CloudServices #AIRevolution #DataCenterTrends

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from Riversgold Ltd (ASX:RGL).

Riversgold is advancing exploration at the Saint John copper, gold, silver and antimony project in New Brunswick, Canada.

The company has secured drilling approvals for the Little Lepreau Prospect and is conducting on-ground fieldwork supported by a high-resolution magnetic survey.

The survey has delineated multiple low magnetic response areas similar to known mineralisation identified at a roadside quarry.

Rock chip sampling at the quarry has confirmed a high-grade mineralised system, with notable results including 17% copper, 10% antimony and 42 g/t silver.

These findings highlight the potential for broader mineralisation across the project’s 101-square-kilometre tenement.

Riversgold’s exploration strategy includes a mobile magnetotellurics (MT) drone survey and continued rock chip sampling to refine drill targets.

The Saint John Project, benefiting from New Brunswick’s efficient approval process and infrastructure, is a key focus for the company. Maiden drilling is planned for later in 2025 once additional targets are identified.

#Riversgold, #SaintJohnProject, #CanadaMining, #CopperExploration, #GoldExploration, #SilverMining, #AntimonyProduction, #ExplorationSuccess, #MineralDiscovery, #ASXStocks, #IOCGModel, #GeochemicalSampling, #MagneticSurvey, #MiningInnovation, #NewBrunswick, #DrillingApprovals, #ResourceDevelopment, #MiningInfrastructure, #TargetRefinement, #MiningInvestments