Proactive - Interviews for investors

Proactive's Tylah Tully breaks down ‘Just the Facts’ of the latest news from Peninsula Energy Ltd (ASX:PEN, OTCQB:PENMF).

The company has appointed George Bauk as its new managing director and CEO, effective January 20, 2025.

This follows a succession planning process initiated after current MD and CEO Wayne Heili announced his decision to step down. Heili will transition into a technical advisory role, focusing on commissioning and long-term production goals at the Lance Project in Wyoming, USA.

Bauk, with more than 30 years of experience across the uranium, rare earths, gold, lithium and graphite sectors, brings extensive leadership expertise.

He has successfully advanced resource companies from exploration to production and raised more than A$670 million in financing. His previous leadership roles include positions at Northern Minerals, Thunderbird Resources and Lithium Australia.

Bauk expressed enthusiasm about joining Peninsula during a pivotal time for the company and acknowledged Heili’s work in revitalising the Lance Project.

He highlighted the strong resurgence in the uranium market, driven by growing global demand for clean, reliable energy, increased investments in nuclear energy and recognition of its role in reducing carbon emissions.

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Proactive's Tylah Tully breaks down ‘Just the Facts’ of the latest news from Evion Group NL (ASX:EVG, OTC:EVIGF).

The company is set to commence shipments of expandable graphite from its 50:50 joint venture near Pune, India, this month. The initial production of 386-400 tonnes has been fully sold and will be shipped promptly.

An additional 500 tonnes of concentrate is ready for production in Q2 and Q3, with material secured under favourable pricing terms.

The JV expects average pricing of US$3,000–$3,300 per tonne, with production costs of US$1,500–$1,750 per tonne, allowing for robust profit margins.

Strong demand could result in sales exceeding 2,000 tonnes in the first full year, generating revenue of US$6-$7 million.

The JV has also secured sufficient graphite concentrate to cover the first six months of operations, ensuring pricing and supply stability.

From November to mid-December 2024, approximately 120 tonnes of material was prepared for export.

Meanwhile, in Madagascar, Evion has made progress at the Maniry Graphite Project with licence conversions and community development agreements, and discussions with officials are planned to finalise development timelines, offtake agreements and funding.

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

Gold has always been a safe-haven investment amidst geopolitical and economic uncertainty, and with ongoing conflicts in Ukraine and the Middle East, inflation, and unstable currencies, it’s poised to continue its strong performance.

After a 39.96% average price increase in 2024 from 2023, gold is set to continue its bullish run.

Australian resource companies are actively exploring opportunities to capitalise on this favourable market.

Predictive Discovery Ltd (ASX:PDI, OTC:PDIYF) advanced its Bankan Gold Project in Guinea, reporting significant drilling results and preparing multiple maiden resource estimates for early 2025.

Yandal Resources Ltd (ASX:YRL) progressed its Siona Gold Discovery in Western Australia, confirming high-grade mineralisation over a 300-metre strike.

Tolu Minerals Ltd (ASX:TOK) achieved high-grade gold and silver results at its Tolukuma Gold Project in Papua New Guinea and is preparing a maiden JORC-compliant resource estimate.

Riversgold Ltd (ASX:RGL) expanded exploration at its Northern Zone Gold Project near Kalgoorlie, submitting a mining lease application while targeting growth in its oxide zone resource footprint.

Ora Banda Mining Ltd (ASX:OBM) intersected its first ore at the Sand King Underground mine, with steady-state production planned for mid-2025 as part of its ‘Drive to 150’ initiative.

With a strong 2024 foundation, these companies are well-positioned for growth in 2025.

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

The lithium market faced a challenging 2024, with prices dropping nearly 25% year-on-year due to oversupply.

Policy uncertainties under Donald Trump’s upcoming presidency, including potential rollbacks of EV incentives, could reduce US battery market growth by up to 20%.

However, analysts, including Morgan Stanley and Morningstar, project that lithium prices have likely stabilised, with the market expected to rebalance in 2025 as demand overtakes supply.

Several ASX-listed companies are positioned to benefit from the anticipated recovery.

Livium Ltd (ASX:LIT, OTC:LMMFF) is advancing sustainable lithium production with patented technologies and battery recycling.

Kali Metals Ltd (ASX:KM1) has a vast exploration portfolio across Australia’s lithium-rich regions, focusing on hard-rock lithium fields in Western Australia, New South Wales, and Victoria.

Lightning Minerals Ltd (ASX:L1M) plans drilling in Brazil’s Lithium Valley, where spodumene with grades up to 4.04% lithium oxide has been discovered. The company has acquired key projects in Minas Gerais to secure a foothold in the lithium supply chain.

European Lithium Ltd (ASX:EUR, OTCQB:EULIF) is progressing the Wolfsberg Lithium Project in Austria, aiming to integrate into Europe’s battery supply chain. A recent project acquisition in Ireland highlights its expansion strategy.

Anson Resources Ltd (ASX:ASN, OTCQB:ANSNF) is advancing its Paradox Lithium Project in Utah with direct lithium extraction technology, targeting the growing EV battery market.

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American Rare Earths CEO Chris Gibbs joined Steve Darling from Proactive to announce a significant milestone for the company: its wholly owned U.S. subsidiary, Wyoming Rare Inc., has been granted a License to Explore by Dozing at the Halleck Creek Rare Earths Project in Wyoming. This license enables the company to undertake key exploratory activities, including test mining, trenching, and bulk material sampling at the Cowboy State Mine project area within Halleck Creek.

Gibbs emphasized the strategic importance of this development, as the test mining phase will allow the company to collect the necessary volumes of rare earth ore required for processing at a pilot processing facility. This critical step is essential for refining the processing pathways and advancing the project toward commercial development.

The activities under this license will play a pivotal role in conducting pilot plant testing, performing detailed metallurgical analyses, and optimizing the processing methods. These efforts are designed to lay a robust foundation for the future development of the Halleck Creek project, positioning it as a key contributor to the rare earths supply chain in the United States.

As demand for rare earth elements continues to grow due to their critical role in renewable energy technologies, electric vehicles, and defense applications, this milestone underscores American Rare Earths' commitment to advancing sustainable and strategic resource development domestically.

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Hive Digital Technologies Executive Chairman Frank Holmes joined Steve Darling from Proactive to announce a major strategic milestone with the release of the company's unaudited December 2024 production results. During the month, HIVE successfully mined 103 Bitcoin, bringing its HODL portfolio to 2,805 BTC, reflecting an impressive 64.6% year-over-year increase and surpassing a key operational target.

HIVE maintained an average mining capacity of 5.5 Exahash per Second (EH/s) during the month, with its fleet achieving an efficiency of 22 Joules per Terahash (J/TH). The company also reached a peak Bitcoin-only hashrate of 6.0 EH/s and a peak Bitcoin-equivalent hashrate of 6.3 EH/s, further solidifying its position as a leader in sustainable crypto mining.

Holmes highlighted that as of December 31, 2024, HIVE's Bitcoin holdings were valued at over $261.9 million, based on Bitcoin’s closing price of approximately $93,400.

Looking ahead to 2025, HIVE is poised for significant growth. The company is targeting a global hashrate capacity of 15.0 EH/s by the end of 2025, with a blended fleet efficiency of 17.0 J/TH. A key driver of this expansion will be the deployment of its 100 MW hydroelectric-powered strategic facility in Paraguay, which emphasizes HIVE's commitment to sustainability and renewable energy.

By the close of the second calendar quarter of 2025, HIVE aims to achieve 13.0 EH/s of global hashrate with the completion of the initial 100 MW phase in Paraguay. Subsequent site expansions are expected to help HIVE achieve its ambitious 15.0 EH/s target by year-end.

This dual focus on scaling operations and enhancing efficiency positions HIVE as a key player in the Bitcoin mining industry, leveraging sustainable energy solutions to drive long-term growth and value creation.

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Nexe Innovations President Ash Guglani joined Steve Darling to highlight the company’s key achievements in 2024 and its strategic roadmap for 2025. With a mission to deliver high-performance, compostable solutions that rival traditional plastics, NEXE has laid a strong foundation for sustainable growth across multiple sectors.

Reflecting on 2024, Guglani pointed to several significant milestones. The company successfully delivered multiple shipments of its compostable coffee pods to EKOCUPS, a high-volume Amazon retailer and online distributor. This marked a major entry into the largest single-serve pod market in North America. Additionally, NEXE expanded its partnership with Bridgehead Coffee, a well-established Canadian retail brand, providing new SKUs and signing a multi-year master manufacturing agreement. The company also collaborated with ecoBeans Coffee for a successful product relaunch, supplying compostable pods to both retail and Office Coffee Services markets.

Looking ahead to 2025, NEXE Innovations plans to focus on scaling its business-to-business (B2B) strategy, which Guglani believes will accelerate growth and enhance returns on capital. This pivot includes exiting its branded coffee business, NEXE Coffee, to prioritize partnerships with coffee companies and roasters. The company has seen an increase in inbound inquiries from potential partners, underscoring the growing demand for eco-friendly solutions in the coffee industry.

At the same time, NEXE is leveraging its proprietary resin technology to explore applications beyond coffee pods. By developing product prototypes, researching new verticals, and collaborating with decision-makers and buyers, the company is laying the groundwork for future growth in other sectors.

Guglani emphasized NEXE’s commitment to sustainability and innovation, noting that the insights gained from its coffee segment will continue to inform and drive its broader vision. With a robust pipeline and a focus on collaboration, NEXE aims to lead the charge in delivering compostable, eco-friendly solutions that challenge the dominance of single-use plastics.

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Voyageur Pharmaceuticals CEO Brent Willis joined Steve Darling from Proactive to announce a significant milestone for the company: entering into a Letter of Intent (LOI) with a major multinational pharmaceutical company. This strategic collaboration is aimed at enhancing production efficiencies and expanding Voyageur’s project portfolio within the contrast media industry.

Willis explained that the proposed partnership is expected to accelerate Voyageur’s development of vertically integrated production for its suite of contrast media products. The collaboration would also enable the company to expedite its entry into new segments of the contrast media market, positioning Voyageur for faster progress across its operations.

The LOI serves as a precursor to a formal definitive agreement anticipated in the New Year. The agreement will define the full scope of the partnership, including the deal structure, project expectations, and timelines for achieving key milestones.

Willis emphasized the importance of this collaboration, noting its potential to diversify Voyageur’s product mix and drive forward the company’s vision for growth in the pharmaceutical sector. This partnership marks a pivotal step in Voyageur’s journey toward becoming a leading player in the contrast media industry.

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Nevis Brands CEO John Kueber joined Steve Darling from Proactive to announce significant milestones for the company, including the successful completion of production for its popular Major Shots THC-infused beverages in New Jersey and Oklahoma. The company has also expanded its product lineup into the Colorado market, marking another step forward in its strategic growth plan.

Major Shots, available in flavors such as Blueberry, Fruit Punch, and Blackberry Lemonade, are now on sale in New Jersey, Oklahoma, and Colorado. These additions complement the product's existing availability in regulated markets, including Washington, Oregon, Missouri, and Mississippi. The 100mg THC beverage, known for its quick onset of effects within 10 to 20 minutes of consumption, continues to gain traction among cannabis consumers seeking a fast-acting and doseable option.

Kueber emphasized the growing popularity of the smaller, 2-ounce format of Major Shots, which aligns with consumer preferences for convenience and portability. The company sees the continued expansion of this format as a key driver for increased revenue opportunities.

With the launch in New Jersey and Oklahoma on January 1, 2025, and the addition of Colorado, Nevis Brands anticipates capturing two months of royalty revenues for its Q1 financial quarter. This strategic expansion positions the company to strengthen its market presence and capitalize on the increasing demand for cannabis-infused beverages in new and existing markets.

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First Phosphate's CEO, John Passalacqua joined Steve Darling from Proactive to address a significant development by the United States Department of Defense. The Pentagon has added Chinese tech giants Tencent, a leading social media and gaming corporation, and CATL, the world’s largest battery manufacturer, to its list of companies allegedly linked to China’s military.

Although inclusion on this list, known as the "1260H list," does not immediately result in sanctions, it carries potential repercussions for the named companies. Being associated with military ties could harm their reputations and create obstacles in their commercial activities, especially for those seeking to operate or expand within the United States. Tencent and CATL now join dozens of other Chinese firms accused of either directly or indirectly engaging with the U.S. market while maintaining connections to China’s military.

According to the Defense Department, the annual update of the 1260H list is part of an ongoing effort to spotlight and address China's “military-civil fusion” strategy. This strategy aims to eliminate barriers between the country’s civilian research, commercial enterprises, and its armed forces to develop the most advanced military capabilities globally. The Pentagon views this initiative as a significant threat, as it leverages dual-use technologies and resources to bolster military power.

Passalacqua also highlighted how such developments could impact global supply chains, partnerships, and geopolitical strategies, emphasizing the growing scrutiny on Chinese firms operating across key industries, including technology and energy storage. As the U.S. continues to refine its measures to counter perceived threats, this move signals another step in its broader strategy to address security concerns tied to China's rapid technological and military advancements.

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