Proactive - Interviews for investors

Atrato Capital managing director, Robert Abraham and finance director Michael Perkins visit the Proactive studio to discuss the interim results of Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF), emphasising the sector's strong performance.

Abraham said key tenants, Tesco and Sainsbury's, have reported robust sales growth and market share, particularly in omni-channel stores, which have seen the most significant sales increases. The investment market presents an attractive pipeline of accretive assets for SUPR, with current leverage allowing capacity for targeting these opportunities, he added.

Perkins noted that SUPR reported a 15% increase in net rental income for the six months ending December 2023, driven by acquisitions and rent review income, maintaining stable adjusted earnings of 2.9 pence. Despite operating at lower leverage, the company is on track to meet its full-year dividend target of 6.06 pence.

Since SUPR's IPO in 2017, Abraham said the grocery sector has seen a 35% sales growth, reaching a market size of £250 billion, with this increase largely attributable to like-for-like sales growth in omni-channel spaces, indicating a maturation phase for discounters. The grocery sector's strength has enhanced the property market, with store turnovers growing ahead of rents, demonstrating the affordability of rents for key tenants.

The investment market has witnessed record volumes of £2.1 billion, highlighting the attractiveness of supermarkets as an investment. With a robust balance sheet, low leverage (LTV of 33%), and significant headroom across banking covenants, Perkins said is well-positioned to pursue earnings-accretive acquisitions.

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Applied Graphite Technology Corporation CEO Don Baxter joined Steve Darling from Proactive to announce the debut of the company's shares on the TSX Venture Exchange following the completion of its previously announced qualifying transaction. The company will now trade as Applied Graphite Technologies Corporation under the ticker symbol 'AGT'.

Baxter shared with Proactive that Applied Graphite Technologies Corporation holds a significant stake of 90% in C-Tech Ceylon Limited, a Sri Lankan corporation, which fully owns the Dodangaslanda graphite properties in Sri Lanka. These properties, located within the vein graphite district, feature historical workings and vein graphite outcrops.

The company is swiftly advancing towards production to address the growing demand for graphite, particularly in light of potential restrictions on graphite exports from China. With plans to scale up to 30,000 to 50,000 tonnes annually, Baxter outlined the company's strategy, starting with selling run-of-mine graphite and progressing to producing battery-grade graphite. He emphasized the company's advantageous position to meet critical supply demands for battery anodes, citing quick development times facilitated by favorable terrain conditions in Sri Lanka.

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Coro Energy PLC managing director Michael Carrington joined Proactive's Stephen Gunnion with details of a debt finance agreement to fund the initial rollout of its rooftop solar panels on Mobile World Investment Corporation sites in Vietnam.

Vietnamese lender HDBank has made an in-principle offer to provide funding for the pilot stage of the project.

This would stretch to ten prospective locations for rooftop solar to be fitted initially and would cover half of the capital needed for each.

Carrington highlighted the significant role of debt finance in this endeavor, notably from HDX Bank, a local Vietnamese institution experienced in rooftop solar financing.

This initiative is in partnership with Mobile World Investment Corp (MWG), presenting a substantial opportunity for Coro Energy. Carrington explained the pilot project's funding, which is just under $300,000 for 10 sites, with HDX Bank committing to 50% of the debt finance. This prudent approach ensures a thorough evaluation before broader implementation.

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The FTSE 100 enjoyed gains on Wednesday morning as ONS data showed the UK economy had returned to growth at the start of the year.

GDP climbed by 0.2% in January, as construction output increased and the service sector grew, with the figures coming after the UK slipped into technical recession late last year.

Among companies, Metro Bank reported its first pre-tax profit in five years in a mixed report, which also noted an increase in cost-cutting targets.

Also reporting was Balfour Beatty, which soared after hiking dividend payments for the year and announcing a new buyback following stronger profits.

And finally, British American Tobacco said it had gained around £1.5 billion from the sale of a portion of its stake in Indian conglomerate ITC, with this set to fund buybacks.

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ARway.ai CEO Evan Gappelberg joined Steve Darling from Proactive to to announce multiple new student plan subscriptions with prestigious universities around the globe. These partnerships mark a significant milestone in ARway's journey, demonstrating a growing demand and adoption of its platform within the academic community.

Gappelberg highlighted the increasing interest among educators, students, and researchers in the implications of Extended Reality (XR) and Augmented Reality (AR) technologies for research and education programs. These new global student plan subscriptions aim to cater to the specific needs of senior post-secondary students, master's students, and Ph.D. students enrolled in accredited educational institutions.

Under these partnerships, students will have access to the ARway Student Plan, which offers a comprehensive suite of innovative tools and resources designed to enhance their research and educational experiences. The plan requires a valid student ID and student email for enrollment and is tailored to support courses and advanced degrees in various fields, including computer science and spatial computing.

The ARway Student Plan subscription is valid for six months from the activation date, providing students with ample time to explore the possibilities of augmented reality in their academic pursuits. The company has already secured partnerships with universities in Canada, Pakistan, and Indonesia, with more institutions expected to join in the future.

Overall, these collaborations underscore ARway's commitment to supporting the academic community and empowering students with cutting-edge AR technologies to drive innovation and research in their respective fields.

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First Phosphate Corp CEO John Passalacqua joined Steve Darling from Proactive to announce the signing of a memorandum of understanding with Groupe Goyette of Saint-Hyacinthe, Quebec. This agreement aims to establish the company's logistical footprint at the Hébertville-Station intermodal facility in the Saguenay-Lac-St-Jean region of Quebec, Canada.

Passalacqua explained to Proactive that this partnership will facilitate a rapid truck-to-rail on and off ramp between the company’s mining and industrial facilities in Saguenay and the auto-industry heartland of North America.

Under the memorandum of understanding, First Phosphate and Groupe Goyette will collaborate to determine the rail line options for the movement of the company's products and supplies to and from Saguenay, Quebec, and the rest of North America through the Hébertville-Station intermodal facility.

Moreover, they will work together to identify the transportation, handling, and storage facility expansion requirements for the Hébertville-Station intermodal facility to accommodate the flow of the company's products and materials to and from Hébertville-Station, Quebec, and the rest of North America.

The focus will be on establishing rapid truck-to-rail intermodal capabilities and optimizing the flow of the company's products and supplies from Hébertville-Station, Quebec, to the automobile industry heartland in the Windsor-Detroit corridor of North America.

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Intra Energy Corporation Ltd (ASX:IEC) managing director Ben Dunn sits down with Proactive’s Jonathan Jackson to discuss the latest discoveries at the Maggie Hays Hill Project. IEC has identified three significant lithium anomalies within the Lake Johnston Greenstone Belt in Western Australia. These anomalies extend up to 1,200 metres in length and 500 metres in width and reveal lithium oxide values ranging from 60ppm to 147ppm.

Maggie Hays Hill is near notable spodumene deposits, being 25 kilometres north of TG Metals' Burmeister deposit and northwest of the Medcalf spodumene deposit of Charger Metals and Rio Tinto.

Dunn shares his insights on these results from initial soil sampling, emphasising the discovery of kilometre-long lithium soil anomalies in previously unexplored territories.

With 754 soil assays still pending, Dunn is optimistic about the large-scale anomalies, especially those found where fertile granites are exposed at the surface, hinting at the obscured scale of anomalism due to surface alluvial cover. Intra Energy is now gearing up for RC drilling.

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Aura Energy Ltd (ASX:AEE) managing director and CEO Andrew Grove joins Proactive’s Jonathan Jackson to discuss developments at the Tiris Uranium Project in Mauritania. Grove shares promising results from the company’s phase one drilling program signalling extensive new uranium mineralisation. He provides an overview of the phase one program, which has not only revealed significant new mineralisation but also highlighted the potential for substantial resource growth, beyond the initial estimate of 58.9 million pounds of U3O8.

With high-grade mineralisation identified over a 6-square-kilometre area at Hippolyte South, the findings suggest potential extensions in multiple directions, with the area still open for exploration. Grove says phase two of the drilling program, aims to further delineate these findings and extend the mineralised trends.

#ProactiveInvestors #AuraEnergy #ASX #Energy #Uranium #TirisUraniumProject

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Gladiator Resources Limited (ASX:GLA) CEO Greg Johnson and non-executive director Andrew Pedley join Jonathan Jackson in the Proactive studio to discuss the company’s focus on uranium exploration and mining.

The company recently raised $4 million, aimed at advancing its portfolio of six exploration licences. Johnson shares insights into how these funds will be allocated across Gladiator's projects, highlighting the strategic focus on uranium due to its critical role in the clean energy revolution.

Johnson discusses the current investment landscape for uranium, exploring the relevance of Gladiator's exploration areas to the wider uranium market. He outlines the company's investment case, emphasising a commitment to contributing to the clean energy revolution by advancing its projects and exploring complementary opportunities.

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Northstar Gold Corp's CEO, Brian Fowler joined Steve Darling from Proactive to announce the results from recently completed LiDAR and Mobile Metal Ion (MMI) soil surveys at the Rosegrove Property. Situated immediately northwest of Northstar’s Miller Copper-Gold Property and 13 kilometers south of the town of Kirkland Lake, Ontario, Rosegrove is a key focus area for the company's exploration efforts.

Fowler explained that the 2021 property-wide UAV magnetic survey, along with the recent LiDAR and MMI surveys at Rosegrove, have revealed multiple coincidental magnetic, structural, and soil geochemical gold anomalies. These anomalies are associated with the regional first order Pacaud Fault Zone, as well as two distinct copper trends and zinc anomalies in Pacaud Assemblage metavolcanics.

Importantly, the Pacaud Assemblage rocks host the volcanogenic massive sulphide horizons recently confirmed by Northstar’s Cam Copper Mine drill program on the adjacent Miller Copper-Gold Property.

In response to these findings, Northstar plans to conduct ground truthing of these new exploration targets in the upcoming summer season. This will involve an extensive mapping, prospecting, sampling, and trenching program aimed at further delineating the potential of these targets and advancing the understanding of the geological structures in the area.

Overall, these survey results represent an important step forward in Northstar's exploration efforts and demonstrate the significant exploration potential of the Rosegrove Property.

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