Proactive - Interviews for investors

Vietnam Enterprise Investments Limited (LSE:VEIL) lead portfolio manager Tuan Le speaks with Proactive's Stephen Gunnion about Vietnam's economic growth, investment opportunities, and VEIL's strategic focus.

Le shared positive news, highlighting that Vietnam's core investment themes, including supply chain development, middle-class growth, urbanization, and infrastructure, remain strong. He noted that foreign direct investment (FDI) reached record levels last year and is expected to rise further this year.

"The country will expect to have high GDP growth this year, 6 to 6.5%, thanks to supportive economic and monetary policies, and stronger credit growth," said Le. This environment supports a positive outlook for the equity market, with VEIL forecasting 11% revenue growth and 18% impact growth.

Le also mentioned significant interest from global companies, such as visits from Apple’s Tim Cook and Nvidia’s Jensen Huang, following Vietnam's strategic partnership with the United States, focusing on the semiconductor industry. Nvidia’s $200 million agreement with FPT, a top VEIL portfolio holding, for an AI factory data center, underscores this trend.

In discussing VEIL’s portfolio, Le emphasised a strong focus on the banking sector, benefiting from economic policies and attractive valuations, as well as a solid recovery in retail, property, technology, and infrastructure-related companies.

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The FTSE 100 is holding flat this morning as a lack of company or macroeconomic news leaves investors in a state of limbo ahead of the US's inflation print on Friday.

Meanwhile, a raft of FTSE 250 companies have reported results, sending the overall index 0.3% lower this morning.

Curry’s dropped close to 5.5% after its sales stumbled, with investors seemingly unimpressed by its return to profit and the improvement of margins.

Fellow constituent of the secondary index Watches of Switzerland jumped 7.5% despite its profits having fallen 40% in the past year, with the markets potentially taking refuge in its cautiously optimistic guidance and its improvements in the US, a market it expects to account for half of its sale soon.

Moonpig rallied close to 9% after it provided a confident assessment of prospects as it weighed in with full-year profits comfortably in line with forecasts.

Medium-term Moonpig is targeting double-digit percentage annual revenue growth, an adjusted EBITDA margin rate of 25% to 26% and growth in adjusted earnings per share at a mid-teens percentage rate.

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Asian Battery Metals PLC (ASX:AZ9) managing director Gan-Ochir Zunduisuren sits down with Proactive’s Jonathan Jackson to discuss the company’s ambitious exploration strategy for its mineral projects in Mongolia, with a primary focus on the Oval Copper-Nickel (Yambat) Project. Recently reinstated to the ASX, the company has rapidly initiated its 2024 exploration program. The exploration camp has been mobilised to the Yambat Exploration Licence area and diamond drill rigs are scheduled to arrive next week.

Geophysical teams have completed field data acquisition, processing and interpretation to aid in drill design, with analysis set to conclude before phase 1 drilling begins. Zunduisuren expressed enthusiasm for the program, highlighting the company's strong technical team and numerous exploration targets.

The Oval Copper-Nickel Project, covering a 100-square-kilometre area in southwest Mongolia, is a new magmatic copper-nickel sulphide discovery. The 2024 drilling will focus on expanding and continuing mineralisation identified in 2023. Phase 1 involves 2,500 metres of diamond drilling by Bayan Undarga Drilling LLC, targeting mineralisation around drill hole OVD-009, which previously intersected significant mineralisation.

Additional geophysical data, including PDIP and CSAMT/AMT surveys, are being processed by Magtec LLC and Ronacher McKenzie LLP. Geological mapping and structural geological reviews are also underway to support the drilling campaign. The company aims to advance other geophysical targets and plans a follow-up phase 2 drilling program in late 2024.

Asian Battery Metals will also explore other Mongolian projects, including the Khukh Tag Graphite Project and the Tsagaan Ders Lithium Project. Located near China, the company is strategically positioned to benefit from the demand for EV battery materials.

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Integrum Worldwide CEO Claude Zdanow joined Steve darling from proactive to announce the company's rebranding to Onar, pronounced "honor.” The rebrand signifies Integrum Worldwide's evolution and steadfast commitment to delivering unparalleled technology-driven marketing solutions across various sectors.

Onar operates as a marketing agency group with an ambitious plan to acquire additional agencies. Its current portfolio includes a healthcare marketing agency, a performance digital marketing agency focused on artificial intelligence (AI), and an experiential marketing agency. The company aims to serve middle-market businesses by offering tailored, technology-driven marketing solutions. Zdanow emphasized the industry's evolution driven by technological advancements and the impact of the Covid-19 era on freelance models.

Onar has plans to go public through a merger with Reliance Holdings, an OTCQB company, to leverage public markets for expansion. This strategic move is expected to create opportunities for acquired companies and enhance credibility. The company’s strategy focuses on long-term growth and capitalizing on current market conditions, positioning Onar for sustained success in the dynamic marketing landscape.

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Hive Digital Technologies CEO Aydin Kilic joined Steve Darling from Proactive to discuss the company's robust financial results for the full year ended March 31, 2024. The company reported impressive revenue from digital currency mining, totaling $111 million for the fiscal year. This revenue, combined with the company's high-performance computing (HPC) operations, resulted in a gross operating margin of $40.3 million, representing a 36% operating margin. The company's selling, general, and administrative (SG&A) expenses for the fiscal year were $13.2 million, leading to a positive corporate margin on a cash basis of $23.7 million. Hive achieved an Adjusted EBITDA of $37.5 million for the fiscal year.

Kilic highlighted that Hive significantly expanded its Bitcoin mining operations, growing its ASIC hashrate by 57% over the fiscal year, from 3.0 Exahash in March 2023 to 4.7 Exahash in March 2024. During this period, the company mined 3,123 Bitcoins, including digital assets mined from GPUs. As of March 31, 2024, Hive held 2,287 Bitcoins on its balance sheet, valued at approximately $161.3 million. These Bitcoins are unencumbered, unleveraged, and were all mined through Hive's green energy-focused operations.

These results reflect Hive Digital Technologies' strategic growth and efficient operations, positioning the company for continued success in the digital currency mining industry while maintaining a strong focus on sustainability.

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Anthony Ginsberg, CEO of GINSGLOBAL Index Fund joined Steve Darling from Proactive to discuss the performance of their Tech Megatrend ETF. Ginsberg highlighted that the fund has benefited from favorable tech sector conditions and the expectation of future interest rate cuts by the Federal Reserve. He noted a broadening in their holdings, which now include sectors such as cybersecurity, cloud, social media, future car companies, artificial intelligence (AI), and robotics.

Despite the media's focus on mega caps in AI, Ginsberg emphasized the fund's diversified approach, with 120 holdings across eight themes of the Fourth Industrial Revolution and only 12% in mega caps. The fund's strategy involves rebalancing every six months to take profits from high-performing stocks like Nvidia and Tesla. Unlike the Nasdaq’s US-centric focus, Ginsberg pointed out that their holdings are global, with significant growth observed in developing regions, particularly in cloud and social media usage in Asia. Holdings include companies like NIO and BYD from China.

Ginsberg also discussed the convergence of technologies like AI with various sectors, which enhances earnings across the board. The fund's approach avoids picking individual winners and instead focuses on broader diversification. Regarding European interest, Ginsberg noted the lower price-to-earnings (PE) ratios of their holdings compared to mega caps, indicating potential undervaluation. European investors are looking to complement their existing US exposure with tech megatrend leaders not included in major US indexes.

This diversified and strategic approach underscores the Tech Megatrend ETF's commitment to capturing growth opportunities across a wide range of high-potential sectors, while also managing risk through global diversification.

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Fathom Nickel CEO Ian Fraser joined Steve Darling from Proactive to announce the company's expansion of its portfolio through the acquisition of the Friesen Lake property. This property, encompassing three mineral dispositions, was acquired by staking directly through the Government of Saskatchewan's MARS portal.

Fraser explained that the new ground covers approximately 10,133 hectares immediately adjacent to the Toppings Lake Cu-Ni showing. The Friesen Lake showing and the Toppings Lake showing are situated approximately 40 km and 55 km southwest of the historic Rottenstone mine, respectively. The Rottenstone Mine, which was in production from 1965 to 1969, is known for producing some of the highest magmatic nickel sulphide grades in Canadian mining history.

At Friesen Lake, a northeast trending ultramafic dyke-like feature has been exposed over a strike length of 240 meters and a width of up to 60 meters. Historic drilling at the Friesen Lake showing revealed significant drillhole widths of ultramafic rock, up to 38.5 meters, with localized zones of mineralization yielding up to 565 ppm Ni, 540 ppm Cu, and 0.2 g/t Pd-Pt.

This acquisition enhances Fathom Nickel's strategic position and expands its exploration potential in a region known for high-grade nickel sulphide deposits.

#proactiveinvestors #fathomnickelinc #cse #fni #otcqb #fnicf #mining #nickel

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First Nordic Metals CEO Taj Singh joined Steve Darling from Proactive to share exciting results from the company's recent belt-scale glacial till geochemical survey and drilling program at its Paubäcken project in Northern Sweden. This project is located 30 km south of the company’s resource-stage Barsele project.

Singh announced a significant discovery at the Brokojan target, identifying it as a large orogenic gold system with a multi-element pathfinder till anomaly. Together with the adjacent Harpsund target, these two targets now form a large, semi-continuous southeast-northwest trending anomaly extending over a 5.5 km strike. The results also indicated an extension of bedrock anomalism along the Aida structural target by approximately 1 km to 1.5 km, which has now been tested and confirmed for gold mineralization.

First Nordic Metals plans to continue advancing these targets to the drill testing stage with follow-up exploration programs scheduled for 2024 including diamond drilling. This discovery marks a promising development in the company's efforts to explore and develop significant orogenic gold mineral systems in Northern Sweden. The immediate focus is on advancing Swedish projects, with a detailed summer program planned. This includes preparing Palbacken for a serious drilling program by late 2024.

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Atai Life Sciences co-founder and CEO Florian Brand discussed initial results from Beckley Psytech’s phase 1 trial of its patent-protected psilocin ELE-101 in patients with major depressive disorder.

Brand explained that ELE-101 is an intravenous (IV) formulation of psilocin, the active metabolite of psilocybin, developed for depression treatment. The IV formulation aims to reduce treatment duration to two hours, compared to the longer sessions required by traditional psilocybin and LSD treatments.

Phase one trials in healthy participants showed that ELE-101 was well tolerated with no serious safety concerns and had a predictable pharmacokinetic profile, supporting dose selection for phase two trials.

Brand highlighted the commencement of phase 2 trials with the first patient already dosed. This study involves 6 to 12 patients, with data expected in the second half of this year. atai Life Sciences is optimistic about the shorter treatment duration, potentially making it more convenient for patients and less burdensome for the healthcare system.

Additionally, Brand mentioned their involvement with Compass Pathways, which is developing psilocybin therapy, and noted the importance of the two-hour treatment paradigm established by the intranasal esketamine spray, Spravato. This paradigm could be leveraged for their other compounds, such as BPL-003 and DMT, also being developed for depression treatment.

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Eden Research PLC CEO Sean Smith talked with Proactive about Spain's recent approval of Mevalone (known as Araw in Spain) for a wider range of crops and fungal pathogens. This significant regulatory authorisation is a pivotal development for the company, enabling it to expand its addressable market.

"It's fantastic news," Smith said. "This is long-awaited news, and as folks that follow our story will recognise, regulatory authorisation is all important to us in terms of growing our addressable market. So, it's most welcome news."

Smith explained that when Mevalone was launched in Spain in 2016, it was initially targeted at one fungal pathogen on grapes. Over the years, Eden Research has worked to expand its market to include a variety of horticultural crops such as berries, lettuce, cucumbers, squash, and tomatoes. The recent approval now covers additional fungal diseases, including powdery mildew and rust, which affect multiple crops.

"We're getting very close to covering almost everything," Smith mentioned. He highlighted the inclusion of almonds, which are a significant crop in Spain, representing a substantial opportunity for Eden Research. The CEO also noted that this regulatory success in Spain could pave the way for further approvals in other countries, contributing to the company’s growth.

Financial benefits from these developments are expected to start in earnest in 2025, with an anticipated 20-25% year-over-year growth from this label extension. Smith expressed optimism about the future growth fueled by these regulatory advancements.

For more details on this and other updates from Eden Research, be sure to watch the full interview. Visit Proactive's YouTube channel for more videos, and don't forget to give the video a like, subscribe to the channel, and enable notifications for future content.

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