Proactive - Interviews for investors

John Ciampaglia, CEO of Sprott Asset Management, recently joined Steve Darling from Proactive to shed light on the red-hot uranium market. Uranium emerged as a standout performer in 2023, experiencing an impressive 89% surge in value, and the trend has continued with a 16% increase in just the first three weeks of 2024. This momentum has been fueled by growing concerns about the uranium industry's ability to meet the rising demand, particularly in light of setbacks in major producing countries such as Kazakhstan. As uranium prices soar to $106 per pound, mining companies worldwide are strongly motivated to ramp up production.

Ciampaglia highlighted a significant challenge in the industry, which is its historical underinvestment, leading to the possibility of a uranium shortage. The tight market conditions are anticipated to persist for the next two to three years, as there won't be significant new supply until new mines are developed, a process that typically takes several years.

Moreover, the interview delves into Russia's substantial role in the uranium sector, emphasizing the potential impact of geopolitical developments, including a U.S. bill proposing a ban on Russian enriched uranium imports.

Ciampaglia provided valuable insights into the dynamics of the uranium market, making this interview essential viewing for investors interested in the nuclear energy sector. He also discussed two avenues for capitalizing on the uranium boom – physical uranium trusts and mining equities. The Sprott physical uranium trust, which holds physical uranium, has gained popularity, and a shift towards uranium mining ETFs indicates a growing risk appetite among investors.

As the uranium industry grapples with the dual challenge and opportunity of reviving dormant mines, Ciampaglia's insights offer valuable guidance for investors exploring the promising landscape of uranium investments through Sprott Asset Management. Stay informed and make informed decisions in this dynamic market.

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Royal Road Minerals president and CEO Tim Coughlin joined Proactive's Stephen Gunnion with news that it and MSB Holdings have been awarded preferred bidder status for the Jabal Sahabiyah Exploration License in the Kingdom of Saudi Arabia’s Asir Province.

Coughlin explained the competitive tender process in Saudi Arabia, highlighting its emphasis on technical capability, financial strength, and a strong ESG track record. Royal Road Minerals' success in this process underscores its proficiency in these areas. The company, having independently identified the area through remote targeting before it was announced for tender, demonstrates its proactive and strategic approach in exploration.

Coughlin detailed the exploration license's initial five-year term, renewable for up to 15 years, with a commitment of $5.5 million over the first five years. The exploration plan is thorough, leveraging the company's advanced geophysical equipment and technology.

Short-term goals for the project include establishing drill targets by Q4, with drilling dependent on the development and clarity of these targets. Additionally, Coughlin mentioned Royal Road Minerals' broader plans in Saudi Arabia, including a comprehensive reconnaissance approach utilizing new data from the Saudi Geological Survey.

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The FTSE 100 built on yesterday’s gain helped by more bid speculation around bookie Entain and another slew of new highs for markets on Wall Street.

The S&P 500 passed 38,000 for the first time overnight and the good mood in the US spread across the Atlantic with Footsie up 34 at 7,522 in early dealings.

Entain is still going strong after the bid yesterday for Swedish rival and 32 Red owner Kindred, while Primark owner AB Foods is up slightly after revenues bounced back in its first quarter.

Housebuilder Persimmon got a lift from a report that the government is considering 99% mortgages for first-time buyers.

News that UK borrowing came in well below forecasts for December suggests the Chancellor might have the cash to afford such a scheme.

Among the small caps, currency specialist Cornerstone FS climbed another 10% on an agreement to launch a corporate credit card scheme with Mastercard.

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Cepton, Inc. CEO Dr. Jun Pei joined Steve Darling from Proactive to announce the launch of the company's groundbreaking next-generation lidar imaging technology, MagnoSteer. This innovative technology represents a significant advancement in the field of autonomous driving and Advanced Driver Assistance Systems (ADAS) for consumer vehicles, meeting real OEM requirements.

Ultra, known as the world's slimmest adaptive, long-range lidar, has been meticulously designed to fulfill the demands of next-generation consumer vehicle ADAS and automated driving capabilities. Pei shared with Proactive that the key to Ultra's success is its utilization of MagnoSteer technology, which effectively overcomes the performance limitations typically associated with 905 nm lidars. One of the standout features of Ultra is its impressive 300-meter detection range at just 10% reflectivity. This extended range enables the system to detect and locate even dark objects, such as black cars, at distances 50% greater than the typical requirements for automotive collision prevention systems. What sets Ultra apart is its ability to achieve these remarkable results without the need for fiber laser components. Fiber laser components have been known for their high costs, low maturity, reliability issues, and excessive power consumption in automotive applications. Cepton, Inc. has managed to bypass these challenges, making Ultra a cost-effective and reliable solution for the automotive industry.

Moreover, Ultra's design allows for seamless integration into various locations on a vehicle, eliminating the need for an additional cooling system. This adaptability ensures that Ultra can be easily incorporated into different vehicle models, enhancing its appeal to automotive manufacturers. Cepton, Inc.'s Ultra represents a significant leap forward in automotive lidar technology and is poised to play a pivotal role in advancing the safety and performance of consumer vehicles in the era of autonomous driving and ADAS.

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Versarien PLC (AIM:VRS, OTC:VRSRF) CEO Steve Hodge speaks to Thomas Warner from Proactive London after the advanced materials engineering group announced its latest short-term fundraise.

Hodge talks about his ascent to the CEO role from within the business before going on to discuss his plans to stabilise the company amidst various challenges, including the unexpected departure of the former CEO.

Hodge highlights the company's efforts in cost-cutting and strategic realignment, emphasising his transition from a scientific to a more commercially focused role. Versarien's recent endeavours include small equity raises aimed at funding working capital and bridging to new opportunities. The CEO noted a significant reduction in cash burn and expressed confidence in future strategic actions.

The company's strategic focus is currently on construction, particularly graphene-enhanced low carbon concrete, and 3D construction activities, alongside ventures in leisure and the launch of the graphene-enhanced thermoplastic portfolio. Hodge also mentions the importance of licensing opportunities, particularly in graphene production and 2D materials, as part of their short to mid-term strategy.

Versarien is actively seeking grants and contracts, aligning with its commercial strategy, including decarbonising concrete. The company has also been selected to meet Axiom Space's advanced materials team, reflecting potential opportunities in the space sector.

Despite challenges, Hodge believes Versarien remains a strong investment opportunity, citing its scientific foundations, integrity, and innovative pipeline.

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HANetf founder and co-CEO of HANetf Hector McNeil discusses significant developments in the cryptocurrency market, particularly the surge in Bitcoin ETFs, with Proactive's Thomas Warner.

McNeil highlighted the launch of the first Bitcoin ETFs in the US, terming it a 'frenzy' that saw major firms racing to the market. He emphasized HANetf's success with its ETC Group physical Bitcoin product, the largest spot product in Europe with assets of around $1.3 billion. This product, uniquely backed by physical Bitcoin, was Europe’s most-traded ETF last year.

McNeil pointed out the shift of cryptocurrency from a fringe to a mainstream asset class, evidenced by major financial institutions like BlackRock and Invesco entering the market. He also noted the increased interest from wealth managers and private bankers across Europe, indicating a ballooning demand for cryptocurrency solutions.

Addressing the benefits of Bitcoin ETFs, McNeil explained that these ETFs provide a regulated, secure, and more accessible way of trading Bitcoin, offering liquidity and price stability. He contrasted this with the risks associated with unregulated exchanges.

Reflecting on HANetf's performance in 2023, McNeil reported growth from $1.8 billion to $3.1 billion in assets, attributing this success to both new investments and price increases in their products. He outlined HANetf's diverse offerings, including thematic equities, gold, carbon credit products, and a strong focus on cryptocurrency.

McNeil concluded by expressing optimism about future product launches and the continued growth of the ETF market.

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Poolbeg Pharma PLC (AIM:POLB, OTCQB:POLBF) Chief Legal Officer John McEvoy speaks to Thomas Warner from Proactive London about how he intends to carry out his new role, having joined Poolbeg on January 1st.

McEvoy details his transition from commercial-stage pharmaceutical company Amryt Pharma, saying that he was drawn to Poolbeg's potential for growth and innovation. His decision was influenced by previous encounters with Poolbeg's leadership team, notably Chairman Cathal Friel, and the company's promising pipeline, including its POLB 001 oncology asset.

McEvoy's tenure at Amryt was marked by significant accomplishments, including a $1.5 billion valuation and his recognition as Life Sciences Lawyer of the Year in 2023. He says his experience in guiding a high-growth, NASDAQ-listed company and expertise in multiple legal jurisdictions played a pivotal role in his success.

At Poolbeg, McEvoy aims to leverage his diverse legal background and strategic insight to drive the company's growth. He emphasises the importance of a holistic approach as a Chief Legal Officer, contributing not just legal expertise but also strategic guidance and leadership across the organisation.

McEvoy's focus will be on developing Poolbeg's intellectual property portfolio and exploring market opportunities for the company's assets, with an eye on near-term revenue generation and pipeline expansion.

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OptionsDesk broker Sebastian Blanco joins Proactive's Stephen Gunnion with latest market trends and strategies.

Blanco highlighted the anticipation surrounding the European Central Bank's (ECB) upcoming rate decision. According to him, markets are expecting a 1.3% rate cut with an 80% probability of the first cut by April, following ECB president Christine Lagarde's statement at the World Economic Forum about delaying rate decisions until late spring wage pressure data is available.

The conversation then shifted to major corporate earnings reports, focusing on Tesla. Blanco noted Tesla's 4Q earnings per share are projected at 73 cents, a 38% decrease year-on-year. This decline in profitability is concerning for investors, particularly as Tesla has been surpassed by Chinese EV maker BYD, backed by Warren Buffett, as the world's leading electric vehicle manufacturer.

Tesla's stock has fallen 14.6% since the start of the year, the worst among the 'Magnificent Seven', due to a price war aimed at boosting sales amidst rising competition.

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Botala Energy Ltd (ASX: BTE) CEO Kris Martinick joins Jonathan Jackson in the Proactive studio to discuss a critical milestone in the development of the Naledi coal bed methane (CBM) gas project at Serowe, Botswana. The company has now received the necessary environmental approvals, which paves the way for the company to apply for a Mining Licence, with applications already in progress. Botala has restarted operations for 2024 and is nearing completion of its feasibility study and preparations for the mining licence for Naledi, which is expected to be awarded this month. The company is also advancing the nearby Pitse Project and the maiden commercial well pilot there. Finally, Martinick discusses the company’s expectations for 2024.

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Galileo Mining Ltd (ASX: GAL) managing director Brad Underwood joins Jonathan Jackson in the Proactive Studio to discuss the launch of the company’s 2024 exploration program at its 100%-owned Norseman project in Western Australia. Underwood discusses the RC drilling completed in December at West Callisto and North Callisto prospects as well as drilling at Jimberlana target that has led to the current work program. The company has started preparations for a geophysical IP survey, with a survey crew scheduled to arrive on-site in early February. Galileo is determined to make fresh discoveries within a newly recognised mineral district following the breakthrough discovery of the Callisto deposit in 2022. Looking ahead, the company has planned field mapping, environmental surveys and heritage surveys in preparation for extensive 2024 drilling programs.

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