Proactive - Interviews for investors

ValiRX CEO Dr Mark Eccleston joined Steve Darling from Proactive to discuss the company’s innovative approach to tackling women’s health and oncology challenges. Dr. Eccleston highlighted ValiRx’s collaboration with King’s College London through the Cytolytix joint venture, focusing on developing treatments for triple-negative breast cancer, one of the most aggressive and hard-to-treat forms of the disease.

ValiRx adopts a unique model of evaluating and in-licensing promising assets from universities and small pharma companies. This approach enables the company to prioritize science with strong commercial potential, ensuring that innovative discoveries make their way into clinical development.

A key asset in development is Cytolytix, a cytolytic peptide that selectively targets cancer cells by creating perforations in their membranes. This novel mechanism not only makes Cytolytix highly specific but also opens the door for its use in combination therapies and immuno-oncology partnerships, potentially revolutionizing cancer treatment.

Looking ahead to 2025, Dr. Eccleston outlined plans to advance Cytolytix through preclinical pathways, evaluate three active programs, and expand the pipeline with new assets. In addition, legacy projects such as VAL201 and VAL401 continue to progress, with licensing deals and partnerships, including one with TheoremRx, further solidifying the company’s diverse pipeline.

ValiRx remains steadfast in its mission to develop transformative therapies for unmet medical needs, with 2025 poised to be a critical year for clinical advancements and strategic growth. Stay tuned for updates as the company builds momentum in its pursuit of innovative cancer treatments.

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First Phosphate's CEO, John Passalacqua joined Steve Darling from Proactive to announce the release of two detailed research reports prepared by Queen’s University and Université de Québec à Chicoutimi. The reports focus on the mineralogy, petrology, and geochemistry of the Mountain, North, and South Zones of the Bégin-Lamarche igneous phosphate deposit.

This deposit, located within the Lac-Saint-Jean Anorthositic (LSJA) Suite in Québec, forms part of the world’s largest anorthosite complex. The comprehensive findings, now available on the company’s website, provide critical insights into the resource’s potential and strategic significance.

Passalacqua also addressed broader industry developments, particularly in light of recent geopolitical tensions surrounding CATL, the world’s largest battery maker, and its ties to China’s military. CATL’s inclusion on a U.S. government list alleging collaboration with China's military has raised concerns, particularly regarding its relationship with Tesla. CATL supplies lithium iron phosphate (LFP) batteries to Tesla’s Shanghai factory, the automaker's largest, and these batteries are exported to markets such as Europe and Canada. Some U.S. lawmakers have criticized CATL’s battery storage projects within the United States, citing potential security risks.

Passalacqua emphasized the growing importance of establishing a secure North American supply chain for critical minerals like phosphate, which is vital for the production of batteries, fertilizers, and other technologies. He underscored First Phosphate's unique position in this chain, highlighting the strategic advantages of developing a localized and reliable resource base to reduce reliance on foreign suppliers.

With the ongoing shift toward renewable energy and geopolitical factors influencing global supply chains, First Phosphate aims to play a pivotal role in building a North American solution for critical materials while supporting the continent’s energy transition and industrial autonomy.

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Imperial Petroleum CEO Harry Vafias joined Steve Darling from Proactive to share insights into the company’s remarkable progress over the past three years since its spin-off from Stealthgas. Vafias highlighted Imperial Petroleum’s impressive fleet growth, expanding from an initial four vessels to twelve, with plans to add seven more ships by mid-2025, showcasing its commitment to scaling operations.

A standout feature of the company’s financial strategy is its zero bank debt. Vafias emphasized this as a key differentiator in the highly leveraged U.S.-listed shipping industry, stating, “This is a big differentiation point from most other U.S.-listed shipping companies.”

Imperial Petroleum’s Q3 2024 financial results reflect this robust strategy, with a 142% increase in adjusted net income and a 60% rise in cash reserves. The company’s strong cash position allows it to capitalize on growth opportunities while maintaining financial flexibility and avoiding the burdens of debt—a rarity in the oil tanker industry.

Vafias also discussed broader industry trends, noting that geopolitical events such as the conflicts in Ukraine and Gaza have created favorable conditions for the oil tanker market, boosting demand and profitability. Looking forward to 2025, Vafias underscored the company’s strategic positioning to navigate fluctuating market conditions. Its strong balance sheet and operational expansion plans provide a significant competitive edge as it continues to grow sustainably.

With zero debt, a growing fleet, and a keen eye on market opportunities, Imperial Petroleum is poised for continued success in the dynamic shipping industry.

#proactiveinvestors #imperialpetroleuminc #nasdaq #impp #oil #gas #tankers #HarryVafias #ShippingIndustry #Q32024Results #DebtFreeFleet #OilTankerBusiness #ProactiveInvestors #MaritimeInvestments #GlobalTrade #2025Outlook

Proactive’s Tylah Tully gives an outlook for base metals in 2025.

Base metals, including copper, aluminium, zinc, nickel, and lead, remain essential for modern industry, with applications in infrastructure, transportation, technology and renewable energy.

However, these cyclical commodities currently face low prices due to seasonal factors, a strong US dollar and geopolitical uncertainties.

Analysts anticipate a recovery driven by potential US Federal Reserve rate cuts, economic stimulus in China, and continued infrastructure and energy transition investments.

Magnetite Mines Ltd (ASX:MGT) is focused on low-carbon steelmaking with its Razorback Iron Ore Project in South Australia, targeting premium Direct Reduction (DR) grade iron ore concentrates.

The company submitted a Mining Lease Proposal and signed a non-binding agreement with JFE Steel to fund a definitive feasibility study.

FireFly Metals Ltd (ASX:FFM) is advancing its Green Bay Ming Mine in Canada, reporting 86.3 metres at 3.7% copper equivalent in 2024.

A resource update is planned to expand the current 59-million-tonne estimate at 2% copper equivalent.

Cyclone Metals Ltd (ASX:CLE) Iron Bear Project in Canada produced DR pellets with a metallisation ratio of 99.1%.

Ongoing metallurgical testing supports steel mill evaluations and offtake discussions.

Cyprium Metals Ltd (ASX:CYM) has confirmed the Nifty Copper Complex in Western Australia is economically viable, with a pre-feasibility study estimating A$9.2 billion in gross revenue and A$1.13 billion NPV.

The project plans dual production strategies for copper concentrates and cathodes.

Leeuwin Metals Ltd (ASX:LM1) has an Iron Ore Project in Western Australia where it has expanded its mineralised footprint to 2.4 kilometres, with iron grades exceeding 50%.

The company progresses towards tenement grants and further exploration.

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Proactive's Tylah Tully breaks down ‘Just the Facts’ of the latest news from St George Mining Ltd (ASX:SGQ).

The company has signed a Technical Collaboration Agreement with EMBRAPII and SENAI to optimise downstream processing for niobium and rare earth elements (REEs) from its Araxá Project in Minas Gerais, Brazil.

The partnership aims to develop an efficient and sustainable processing flow sheet for the commercialisation of ferroniobium and rare earth products, while adhering to stringent ESG standards.

The agreement is supported by the Brazilian Government, with EMBRAPII funding 50%, SENAI 10%, and St George covering 40% of costs.

St George will retain exclusive rights to any intellectual property developed over the next 10 years, free of royalties.

The Araxá Project is recognised for high-grade mineralisation, with assays reporting up to 8% niobium pentoxide (Nb₂O₅) and 33% total rare earth oxides (TREO).

Recent drilling included 43 metres at 1.5% Nb₂O₅ and 60 metres at 11.1% TREO, including 30 metres at 16.9% TREO.

This collaboration builds on a December 2024 MoU, further advancing Araxá as a near-term niobium and REE mining operation.

St George Mining is optimistic about the project's potential, with plans to report downstream processing results in due course.

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Proactive's Tylah Tully breaks down ‘Just the Facts’ of the latest news from Arovella Therapeutics Ltd (ASX:ALA).

The company has raised $20 million, including a $15 million cornerstone investment, to fully fund its Phase 1 clinical trial for ALA-101, a CAR-iNKT cell therapy targeting CD19-positive blood cancers.

The funding will also support the company’s invariant Natural Killer T (iNKT) cell therapy pipeline and solid tumour programs.

The capital raise was executed through a placement of 117.6 million shares at $0.17 each, attracting strong support from institutional investors like Pengana Capital Group and a $15 million commitment from an unnamed Australian private investor.

Post-raise, Arovella holds $30.6 million in cash and cash equivalents, enabling it to secure IND approval from the US FDA for a Phase 1 trial targeting CD19-positive non-Hodgkin's lymphoma and leukaemia, commence and gather clinical data from the trial, and advance proof-of-concept data for its solid tumour programs focused on gastric and pancreatic cancers.

The company emphasised that the raise demonstrates confidence in its CAR-iNKT platform and positions it as a leader in cell therapy innovation.

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Nano One Materials CEO Dan Blondal joined Steve Darling from Proactive to provide insight into the company's readiness to respond to China’s proposed ban on exporting battery cathode and lithium processing technologies, including lithium-iron phosphate (LFP) technologies.

Blondal emphasized the strength of Nano One’s patented One-Pot Process, a groundbreaking innovation that positions the company as a key player in the global clean energy transition. He highlighted that Nano One is "fully decoupled from China's dirtier supply chains and immune to their trade and technology controls." This independence is especially critical as China dominates 99% of the global LFP market, making the proposed export restrictions a potential challenge for the international battery industry.

The One-Pot Process enables the localized and waste-free production of LFP battery materials, a solution that Blondal believes could reshape North American supply chains and reduce dependence on Chinese technologies. He underscored the safety, durability, and compatibility of LFP batteries with modern energy storage needs, further solidifying their role in the global energy transition.

Nano One is actively scaling its operations, supported by its licensing partnership with Worley and operational pilot facilities in Quebec. Blondal highlighted the company’s readiness to adapt to evolving market demands, stating, “We are perfectly positioned to support industrial growth and energy transitions with our scalable and environmentally friendly technology.”

With its unique approach, Nano One is poised to become a key player in the clean energy revolution, offering sustainable solutions that address pressing geopolitical and environmental challenges. Watch the full interview to explore how Nano One is leading innovation in the battery materials industry.

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Mesoblast Limited CEO Silviu Itescu joined Steve Darling from Proactive to share news the company has announced the U.S. Food and Drug Administration has approved remestemcel-L, now marketed under the brand name Ryoncil, as the first and only therapy for steroid-refractory acute graft-versus-host disease (SR-aGVHD) in children aged two months and older, including adolescents.

This milestone FDA approval is based on results from a phase III clinical trial that demonstrated the efficacy of Ryoncil in treating SR-aGVHD. Among children with high-severity Grade C or Grade D disease, 70% achieved an overall response by Day 28, a critical measure strongly associated with improved survival outcomes in aGVHD.

The approval marks a significant breakthrough for this devastating condition, which has an extremely poor prognosis and limited treatment options.

Each year, approximately 10,000 patients in the U.S., including 1,500 children, undergo allogeneic bone marrow transplants, with nearly half developing aGVHD. Of those cases, around 50% become steroid-resistant, leaving patients with few effective therapeutic options.

The company is actively preparing for the U.S. market launch of Ryoncil, focusing on ensuring that children and adolescents battling this life-threatening disease have access to the first approved therapy of its kind.

Mesoblast has two more products in its pipeline nearing FDA approval: a cardiovascular treatment, REVASCOR, which showed significant reductions in heart attacks and mortality, and a back pain therapy that provides long-lasting relief from a single injection. Both products represent multi-billion dollar opportunities.

#proactiveinvestors #mesoblastlimited #asx #msb #nasdaq #meso FDAApproval #Ryoncil #MSCtherapy #BiotechInnovation #GvHD #MedicalBreakthrough #InflammatoryConditions #ProactiveInvestors #CellTherapy

Cemtrex Inc CEO Saagar Govil joined Steve Darling from Proactive to discuss the company’s recently released Q4 earnings, highlighting robust revenue growth and strategic advancements. Cemtrex, a leader in advanced security technology and industrial services, operates through its subsidiaries Vicon Industries and Advanced Industrial Services (AIS), delivering cutting-edge surveillance systems and industrial contracting solutions across diverse sectors.

For the fiscal year 2024, Cemtrex achieved a 13% increase in revenue, reaching $66.9 million, driven by strong demand for AIS products and services. The fourth quarter alone recorded a 9% revenue growth, totaling $18.1 million.

Key financial highlights include a 39% surge in AIS revenue, which rose to $34.8 million, fueled by strategic acquisitions and heightened market demand. On the technology front, Vicon Industries introduced the NEXT™ Modular Camera System, featuring advanced AI-driven capabilities, marking a significant step toward integrated and intelligent security solutions.

Looking ahead, Cemtrex remains optimistic about its growth trajectory, focusing on new product launches, including the NEXT Camera System and the Anavio cloud platform, to meet the rising demand in the video surveillance industry. These innovations, combined with sustained demand for AIS services, position the company for continued success in the security technology and industrial services sectors.

Govil emphasized Cemtrex’s commitment to leveraging advanced technologies and strategic market opportunities to deliver value to its customers and shareholders while navigating the evolving landscape of security and industrial services.

#proactiveinvestors #cemtrexinc #nasdaq #cetx #cetxp #SaagarGovil #SecuritySolutions #AIcameras #RevenueGrowth #IndustrialServices #TechnologyInnovation #ProactiveInvestors #BusinessGrowth #SecurityTechnology #ViconIndustries

Proactive’s Tylah Tully breaks down ‘Just the Facts’ of the latest news from D3 Energy Ltd (ASX:D3E, OTCQB:DNRGF).

The company has begun production testing at Nooitgedacht Major, a legacy gold exploration borehole in the northern area of the ER315 Project, Free State, South Africa.

Originally drilled in 1990, the borehole has been continuously flowing gas and is central to D3 Energy’s efforts to develop a new energy source for South Africa.

This testing follows a successful 2024 multi-borehole program aimed at assessing the northern area's prospectivity, understanding gas migration processes, and potentially delineating a new production fairway.

The current flow testing at Nooitgedacht Major is expected to last 14 days. Future plans include drilling a new well at Erfenis 1 to enable interference testing and further exploration.

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