Proactive - Interviews for investors

Hydrogen Utopia International PLC (LSE:HUI, OTCQB:HUIPF) CEO Aleksandra Binkowska joined Proactive's Stephen Gunnion with news that Ohrid Organics has secured a supply agreement with Canopy Growth, one of the world's largest cannabis companies. This agreement is a significant step as Hydrogen Utopia is in the process of acquiring a 49% stake in Ohrid Organics.

Binkowska expressed her excitement about the progress, stating, "It shows that all the investment, all the hard work, all the months and months of blood, sweat and tears have come to pass." She emphasised that the strategic investment in Ohrid Organics aims to accelerate Hydrogen Utopia's core mission of developing a plastic waste-to-hydrogen plant. Binkowska highlighted the importance of this investment for both the company's future and the medicinal cannabis market.

Binkowska also noted the growing demand for medicinal cannabis, particularly in Germany, where there is an 80% shortage in the market. This shortage underscores the critical need for Ohrid Organics' production capacity, which has recently expanded with the completion of its fifth and sixth greenhouses.

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Ilika PLC CEO Graeme Purdy joined Proactive's Stephen Gunnion with details of the company's milestones over the past year.

Following the release of its full-year results to 30 April 2024, Purdy outlined the achievements in Ilika's Stereax and Goliath battery programs, starting with the successful shipment of M300 products and a landmark ten-year licensing agreement with Cirtec Medical. This deal includes the transfer of Stereax production technology to Cirtec's facility in Lowell, Massachusetts.

Purdy also highlights advancements in their Goliath program, including reaching lithium-ion energy density parity and scaling up production processes to demonstrate industrial relevance. He discusses the delivery of P1 prototypes to tier-one customers for validation and the positive feedback from these collaborations.

The Cirtec deal is emphasized as a pivotal move for Stereax's market entry, leveraging Cirtec’s robust manufacturing and OEM relationships. Purdy also touches on the regulatory environment’s role in supporting energy transition technologies, expressing optimism for a sector resurgence.

Ilika’s continued investment in its facilities, such as the recent upgrades for handling advanced materials and the commissioning of larger scale equipment, showcases their dedication to innovation. Purdy also mentions a significant £2.7 million project with Mpac Group plc and UK Battery Industrialisation Centre to build an automated assembly line for EV cells.

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Galliford Try Holdings PLC (LSE:GFRD) CEO Bill Hocking joined Proactive's Stephen Gunnion with details of the company's latest trading update, strategic growth, and financial performance.

Hocking said Galliford Try, a national construction company, is in a strong financial position with a £3.8 billion order book and 90% of its work in the public sector. He shared insights on the company's robust balance sheet, with £227 million in cash at the end of the financial year and a monthly average cash balance of £155 million. The company has secured 92% of its revenue for FY25 and 60% for FY26.

Hocking also highlighted Galliford Try's reentry into the affordable housing market and recent acquisitions in the water sector, positioning the company for future growth. The strategic targets for 2030 include achieving revenues in excess of £2.2 billion with a 4% operating margin. He emphasised the importance of strong project and client selection to maintain high margins and overall performance.

Reflecting on the recent Labour government election, Hocking noted that historically, Labour governments have been beneficial for the construction industry due to increased infrastructure investment.

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The FTSE 100 has continued its recent rally with the index up 36 points in early trading at 8,259.

Sterling is also going well with the pound hitting a twelve-month high against the dollar after yesterday’s GDP data. Britain’s economy grew by 1.4% year-on-year in May, outstripping the expected growth rate of 1.2% and doubling April’s 0.7% gain.

Privately-owned UK-based chipmaker Graphcore has been acquired by SoftBank, the owner of Nasdaq-listed British chipmaking giant Arm.

The deal's value is estimated at over $600 million, below the $700 million previously raised in venture capital, and significantly less than Graphcore's $2.5 billion valuation in 2020.

Emerging markets-focused fund manager Ashmore saw net outflows swell to US$2 billion in its latest quarter, although it stated that market returns had been positive.

Finally, distressed fashion chain Superdry PLC will have its last day of trading on the London Stock Exchange today, bringing its listing to an end after 14 years.

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Pantoro Ltd (ASX: PNR) managing director Paul Cmrlec joins Jonathan Jackson in the Proactive studio to discuss the significant progress the company has made in the last quarter in various areas, including production, financials and development projects.

During the quarter, production from the Norseman Gold Project reached 20,805 ounces, marking continued growth in both production and cash flow. By the end of the quarter, Pantoro’s cash and gold position stood at $103.9 million. After accounting for the equity raise and debt repayment, the company's cash and gold position increased by $6.7 million. Including these factors, the increase was $57.1 million.

A notable achievement for the quarter was the full repayment of the Nebari term loan facility in June, amounting to $44.45 million. This repayment is expected to save Pantoro approximately $11.4 million in interest over the next three years. Additionally, an equity placement completed in May 2024 raised $95 million, net of fees.

The quarter also saw substantial development at the Scotia Underground Mine. The portal was cut on May 9, 2024, and approximately 314 metres were developed during May and June. The Scotia Underground Mine is anticipated to begin ore production in the current quarter.

Looking ahead, Pantoro has outlined a major growth program for FY2025, with planned expenditure of $25 million focused on high-grade underground feed for the Norseman processing plant. Moreover, work has commenced to re-enter the Bullen Underground Mine at the Norseman Mainfield.

Cmrlec commented on the quarter's achievements, noting that it saw another solid production improvement and substantial re-capitalisation of the company. This financial position now allows Pantoro to accelerate the growth of the Norseman asset, leveraging resources at a level rarely seen in the project's long history.

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Suvo Strategic Minerals Ltd (ASX:SUV) executive director Aaron Banks sits down with Proactive’s Jonathan Jackson to talk about a binding joint development agreement (JDA) between its subsidiary Climate Tech Cement Pty Ltd (CTC) and Polevine Pty Ltd (PERMAcast) to deliver and commercialise low carbon geopolymer concrete (GPC) products.

Bogunovic highlighted the collaboration with PERMAcast as a significant milestone, marking the start of production at PERMAcast’s facility. The agreement allows Suvo to address numerous inquiries about their products.

The initial product, Colliecrete, will be showcased in a major Western Australian Government infrastructure project, facilitated by the Sustainability Waste Alliance (SWA). This project involves the delivery of 1,000mm x 300mm x 300mm low carbon geopolymer backing blocks by the end of the month.

The JV will develop and test various GPC formulations to achieve concrete strengths of 10, 20, 30, and 40 MPa. It will also characterise applications for different GPC strengths, assess cost and performance, and determine the optimal commercialisation strategy. PERMAcast will fund the project and any new intellectual property created will be owned by the JV, acknowledging Murdoch University’s background IP rights licensed to Suvo.

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Lunnon Metals Ltd (ASX: LM8) managing director Ed Ainscough provides Proactive’s Jonathan Jackson with an update on the Long South Gap exploration program at the Silver Lake-Fisher (SLF) Project in the Kambalda nickel district. The Long South Gap, an underexplored 5.8-square-kilometre area, lies adjacent to the historical Silver Lake mine and the Kambalda Dome.

Processing and analysis of 3D seismic survey data collected in late 2023 by Southern Geoscience Consultants Pty Ltd (SGC) revealed a previously unrecognised channel feature potentially rich in nickel. This channel is approximately 1-kilometre long, 100-150 metres wide, starting at 670 metres below the surface and plunges at a 40° angle. It is halfway between Wyloo’s McLeay channel and Lunnon’s Silver Lake channels, offset 700 metres from McLeay channel due to the Alpha Island fault.

Lunnon has prioritised this area for its geological prospects, focusing on the basal Lunnon Basalt-ultramafic contact and any significant faults. Despite the promising findings, the company will pause new surface nickel exploration activities due to current market conditions and focus on low-cost, near-surface gold exploration at Foster-Baker.

Ainscough highlighted the company’s strategy to conserve cash while remaining prepared to resume exploration when market sentiment improves. Meanwhile, low-cost methods, including machine learning, will be explored to further analyse the 3D seismic data.

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Novo Resources Corp (TSX:NVO, ASX:NVO ) executive co-chair and acting CEO Mike Spreadborough sits down with Proactive’s Jonathan Jackson to discuss the start of two drilling programs at the Becher JV Project in Western Australia's Pilbara region. These programs target gold and base metal mineralisation at the Heckmair and Lowe prospects. De Grey Mining, Novo's farm-in and joint venture partner, will conduct 28,000 metres of combined aircore and reverse circulation (RC) drilling, adding to the 10,500 metres drilled last year.

The Lowe prospect previously yielded results of up to 8 metres at 4.7 g/t gold from 97 metres while Heckmair produced a 24-metre multi-element intersection with gold, silver, copper, lead and zinc mineralisation.

Becher is part of the Egina Gold Camp, operated under the Egina Joint Venture. De Grey Mining aims to earn a 50% stake through a $7 million exploration investment this year and a further $25 million over the next four years.

Spreadborough described this phase as an exciting time for the Egina JV, highlighting the recommencement of the drilling programs. He emphasised the continuation of the 28,000 metres of drilling as a follow-up to the initial program completed in 2023, advancing key targets historically identified by Novo.

In addition to Becher, Novo is undertaking 4,000 metres of RC drilling at Nunyerry North, expected to complete this month with assay results available later in the month. Subsequent plans include aircore drilling at the Balla Balla Gold Project or RC drilling in the Karratha District, targeting gold-copper and platinum-palladium, depending on heritage surveys and approvals.

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Antipa Minerals Ltd (ASX:AZY) managing director Roger Mason joins Jonathan Jackson in the Proactive studio to discuss positive final results from its 2024 Phase 1 reverse circulation (RC) drilling program at the Minyari Dome Gold-Copper Project in Western Australia.

The program, initially set for 74 drill holes, expanded to 81 due to favourable early outcomes. Drilling unveiled new zones of near-surface, high-grade gold, especially at the northern edge of the GEO-01 discovery, the GP01 target, and the Minyari Southeastern Extension target.

The GEO-01 discovery now has a mineralised footprint of 700 metres by 500 metres, with key intersections indicating substantial resource potential. Results suggest extensive potential for a maiden resource, with mineralisation at multiple GEO-01 lodes and the Minyari Southeast Extension target remaining open.

Antipa plans to explore these areas further in the 2024 Phase 2 drilling program to enhance the 1.8-million-ounce gold resource at Minyari Dome, aiming for significant resource expansion. Managing director Roger Mason highlighted the successful identification of new gold zones, enhancing the resource potential and generating new drill targets. An updated resource for Minyari and a GEO-1 maiden resource are scheduled for July 2024, with Phase 2 drilling set to commence later this year.

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Lithium Australia Ltd (ASX:LIT, OTC:LMMFF) CEO Simon Linge sits down with Proactive’s Jonathan Jackson to discuss the company’s first operating cash profit for its battery recycling operations in the fourth quarter of the 2024 financial year.

This milestone was driven by the company's upstream 'fee-for-service' recycling model, which boosted revenue and reduced dependence on downstream commodity sales. The strategic shift to large-format lithium-ion battery (LIB) collections, along with safety and operational improvements, enhanced the unit economics.

Linge highlighted the significance of achieving this profit despite low commodity prices, attributing success to growth in the fee-for-service model, which allowed for upfront revenue on improved terms. This revised commercial model supports ongoing joint development discussions with SungEel HiTech, aiming to scale operations in line with expected LIB collection volume growth.

LIT has secured upstream battery feedstock and revenues through exclusive agreements with customers like LG Energy Solutions, Volvo and Hyundai Glovis. General Manager Steven Marshall noted the team effort and customer support that facilitated safe production and sustainable battery disposal. The improved unit economics were driven by increased large-format LIB collection volumes from exclusive agreements with leading OEMs, reducing exposure to market volatility.

Envirostream, LIT’s recycling operation, saw a 74% increase in LIB collections from the previous quarter, collecting 241 tonnes of large-format LIBs and 66 tonnes of small-format batteries. The company expects continued growth, supported by discussions with SungEel HiTech for a joint venture to upgrade recycling equipment and expand processing capacity.

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