Proactive - Interviews for investors

Bellevue Healthcare Trust PLC (LSE:BBH) co-portfolio manager Paul Major tells Proactive's Stephen Gunnion about the potential benefits for the healthcare sector as tech stocks lose their lustre.

Major discussed how the long-overdue rotation from tech could positively impact healthcare, particularly small and mid-cap growth stocks, which stand to gain from a potential decline in interest rates. He pointed out that while tech stocks have seen massive growth, healthcare, especially the biotech sector, might now be poised for significant gains.

Major also highlighted the return of the healthcare industry to pre-pandemic norms and the increasing interest in defensive, longer-term earnings within the sector. "Small mid-cap healthcare should be the biggest beneficiary within the wider healthcare investment universe of a negative rate environment," Major said. He further discussed the market's focus on GLP-1 drugs and the potential for new players to emerge as the market broadens.

Additionally, Major shared insights on the trust's current cash position and plans for reallocating capital in the coming months. He emphasised the trust's strategy of looking beyond giants like Novo Nordisk and Eli Lilly to identify the next generation of obesity treatments.

For more insights from Bellevue Healthcare Trust and other market experts, don't forget to give this video a like, subscribe to the Proactive channel, and enable notifications for future content.

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Tonix Pharmaceuticals CEO Seth Lederman speaks with with Proactive's Stephen Gunnion about the company's accelerated efforts to develop a single-dose vaccine for Mpox, TNX-801, in light of the World Health Organization's declaration of a global health emergency. Lederman highlighted the vaccine's promising results in animal studies, which showed protection against lethal challenges with Clade 1 Mpox virus and prevention of skin lesions, potentially blocking forward transmission.

As the threat of more lethal strains like Clade 1 emerges, Tonix is ramping up its development process, focusing on producing GMP material suitable for human trials. The vaccine, based on Tonix's RPV platform, is designed for rapid distribution and could play a critical role in managing the public health crisis.

Lederman also discussed the potential risks associated with Clade 1's spread beyond Africa, stressing the need for quick and effective solutions. With a single dose, this vaccine could provide a durable defense against Mpox, akin to vaccines for smallpox.

The company's efforts reflect the urgency of the situation and the importance of innovative solutions in pandemic preparedness.

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Graphene Manufacturing Group Ltd CEO Craig Nicol speaks with Proactive's Stephen Gunnion about the company's strategic advancements and ongoing efforts in the US market.

Nicol highlighted the progress of GMG's THERMAL-XR product, particularly its growing interest among major manufacturers across different sectors in the US. He also discussed the regulatory progress it is making, particularly with the Environmental Protection Agency (EPA), and the steps the company is taking to gain full Pre-Manufacture Notice (PMN) approval. Despite the anticipated longer approval timeline, Nicol emphasised the broader market opportunities this approval would unlock.

Nicol also provided updates on GMG's graphene aluminum-ion battery technology, co-developed with Rio Tinto. Although the company hasn't released performance data yet, Nicol assured that it is on track with the project timeline and is focused on optimising the battery technology.

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Light Science Technologies Holdings PLC (AIM:LST) CEO Simon Deacon talked with Proactive about the company's significant progress in the sports entertainment sector. Deacon highlighted that the company has secured its third major order from a prominent client, bringing the total revenue from this client to over £400,000. The contracts involve the production of electronics embedded in golf balls that track performance and relay the data to screens or apps, a product that shows substantial growth potential due to recurring revenue opportunities.

Deacon emphasised the importance of this sector, noting that Light Science Technologies is actively expanding its presence in sports entertainment, which is a new but promising market for the company. The client, which operates multiple sites across the US and the UK, has provided a steady stream of business, and the technology's limited lifespan ensures ongoing demand.

Additionally, Deacon discussed the strong performance of the group's CEM (Contract Electronics Manufacturing) division and the broader group's ability to exceed management expectations. With the integration of the new Passive Fire Protection business and growing margins in the Controlled Environment Agriculture sector, the company is seeing a balanced and profitable growth trajectory.

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Bitwise Asset Management's European head, Bradley Duke, speaks with Proactive's Stephen Gunnion about Bitwise's acquisition of ETC Group, which he co-founded, and the strategic vision for the combined entity.

Duke shared insights on how the two companies, which have operated in distinct geographies, will now leverage their complementary strengths. With Bitwise focusing on the US market and ETC Group's strong presence in Europe, the merger is expected to create one of the largest global pure-play digital asset managers, managing $4.5 billion in assets.

Duke highlighted the exciting prospects of cross-selling opportunities and the potential for introducing innovative products in Europe that are currently not available in the US, such as staking products and cryptocurrency baskets. Despite the farewell to the ETC Group brand, Duke emphasised that the Bitwise brand will continue to offer high-quality, innovative digital asset products.

"Bitwise has got such a great brand, they've got such a well-known and respected team," said Duke, expressing optimism about the future under Bitwise.

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London's FTSE 100 ticked up as trading got underway, regaining some ground lost after a slump on Tuesday.

The cautious start came as official data showed the UK’s public deficit in July reached its highest for the month since 2021, climbing more than expected to £3.1 billion.

Among companies, Waitrose unveiled plans to open 100 new convenience stores over the coming five years as part of a £1 billion investment drive.

NatWest was confirmed to have lost its title as a public company following the government’s steady sell-down of its stake in the bank, which fell below 25% in June.

Whitbread’s Premier Inn faced a blow as an advert boasting £45 a night rooms was banned by regulators in the UK over misleading claims.

And construction company Costain jumped early on after unveiling a new £10 million share buyback in results showing first-half profit doubled.

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Legend Mining Ltd (ASX:LEG) executive chair Mark Wilson joins Proactive’s Tylah Tully to discuss six newly identified conductor targets at Octagonal prospect within its Rockford Project in the Fraser Range, Western Australia.

These conductors were identified through an extension of the maiden High-Power Fixed Loop Electro-Magnetics survey which started in July, after weather-related delays. The extension survey was carried out by Highpower EM Geophysical Services Pty Ltd and revealed six complex conductors related to the mineralised eastern contact of the Octagonal Intrusive contact.

These findings suggest that nickel-copper sulphide mineralisation previously identified in this area may extend further east, to where there has been limited drill testing.

The company plans to combine the survey results with reprocessed seismic data and AI/ML analyses to define new drill targets.

Diamond drill planning is underway, pending a site visit from Native Title Holders in September 2024, required before further land access negotiations.

Meanwhile, a new HPFLTEM survey is also being conducted at the Magnus prospect within the same project.

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Elixir Energy Ltd (ASX:EXR) managing director Neil Young joins Proactive’s Tylah Tully to discuss the completion of the Daydream-2 stimulation program, part of its Project Grandis in Queensland’s Taroom Trough.

The company successfully stimulated six separate zones in the well, including the Lorelle Sandstone, which had previously flowed gas, three sandstones above it and two coal zones. The stimulation program employed various novel methods, some of which Elixir believes were used for the first time in Australia. This innovative approach is part of the company’s research and development efforts to leverage advances in stimulation technology since the Taroom Trough was first appraised around a decade ago.

The project is now shifting to the flow testing phase, with Elixir aiming to confirm separate gas flows from the coals and initiate the conversion of prospective resources into contingent resources. Additionally, it plans to mill out all plugs and flow all zones together. The duration of the flow test will depend on the results and clean-up time with formal reporting to follow reactively as results become available.

Young commended the technical team and contractors for their work and highlighted the significance of pioneering key aspects of the stimulation phase in Australia.

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Botala Energy Ltd (ASX: BTE) director and chairman Wolf Martinick joins Jonathan Jackson in the Proactive studio to discuss a key environmental approval for the Leupane Energy Hub and Industrial Park in Botswana. The approval is for a 250-megawatt (MW) solar project, developed in partnership with AAAS Energy of the Netherlands. This is part of a broader strategy that includes the Serowe coal bed methane (CBM) gas project, BTE's primary focus.

The approval followed a comprehensive environmental and social review, enabling the company to progress its energy goals sustainably. This latest development builds on previous approvals for the Serowe gasfield and the construction of a gas pipeline to Leupane.

BTE plans to develop the energy hub in two stages. The first stage will involve the construction of 250MW of the 500MW solar project, while the second stage will include a 200MW gas-fired electricity plant, a natural gas production facility and a copper beneficiation plant, contributing to Botswana’s goal of increasing in-country value addition.

Applications for building permits related to a photovoltaic manufacturing plant and the solar farm have been submitted, with joint ventures planned with Solar Finland and AAAS Energy.

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Arturo Prestamo, Executive Chairman and CEO of Santacruz Silver Mining, provided an in-depth update on the company's financial and operational performance during the second quarter of 2024. Speaking with Steve Darling from Proactive, Prestamo highlighted the company’s solid financial results, which were driven by strong production and revenue figures.

Santacruz Silver Mining reported $70 million in revenue for Q2 2024, contributing to a total of $123 million in revenue for the first half of the year. The company also achieved nearly $16 million in gross profit during the quarter, underscoring the robust operational performance of its mining activities.

However, Prestamo noted that the company's net income was affected by a non-cash charge of $6.9 million in the quarter. This charge was related to fair value changes on the contingent value rights, a financial instrument that was impacted by the rise in zinc prices from March to June. Despite this, the company maintained strong financial metrics, including an Adjusted EBITDA of $8.9 million for Q2 2024 and $8.6 million for the first half of the year.

On the production side, Santacruz Silver Mining processed a total of 500,755 tonnes of material during the second quarter, contributing to a total of 971,504 tonnes processed in the first half of 2024. This led to the production of 4.8 million silver equivalent ounces in Q2, with a total of 9.3 million silver equivalent ounces produced in the first half of the year.

Prestamo emphasized the company's commitment to maintaining strong operational performance while navigating the challenges posed by market fluctuations, such as the changes in zinc prices. Santacruz Silver Mining remains focused on optimizing its production processes and financial management to continue delivering value to its shareholders.

As the company looks ahead to the remainder of 2024, it is poised to build on its successes from the first half of the year, with a continued focus on maximizing production efficiency and financial performance.

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