Proactive - Interviews for investors

Light Science Technologies Holdings PLC (AIM:LST) (LSTH) CEO Simon Deacon speaks to Thomas Warner from Proactive after the technology company released a trading update for the 12 months ended 30 November 2023.

Deacon gives the highlights from the year, noting a 13% increase in revenue and a 27% improvement in margin, rising from 17.7% to over 23%. This financial improvement was further exemplified by a substantial reduction in overheads by over 20%, leading to a 50% decrease in expected losses, down to £1.3 million from £2.7 million.

A key development in the past year was the acquisition into LSTH's Controlled Environment Agriculture division of UK-based Tomtech (UK) Limited for £500,000. Tomtech designs, manufactures and installs monitoring and control systems for commercial greenhouses and polytunnels and has been in operation for over 35 years.

Looking ahead, Deacon anticipates continued growth, especially in the controlled environment agriculture sector, fueled by the acquisition of Tomtech, a company with over 35 years of experience.

This sector is expected to be a major growth driver in response to food security concerns and changing weather patterns. The company is preparing for increased market demand, with a pipeline and a forward order book of over £60 million.

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Seeing Machines Ltd (AIM:SEE, OTC:SEEMF) CEO Paul McGlone speaks to Thomas Warner from Proactive about the advanced computer vision technology company's prospects for 2024.

McGlone talks about Seeing Machines' attendance at CES 2024 currently taking place in Las Vegas, highlighting the relevance of the company's automotive tech and AI solutions, which monitor driver behaviour like fatigue and distraction.

McGlone discusses the launch of their third-generation aftermarket product, Guardian Generation 3, at CES. This product, targeting trucks and commercial vehicles, aligns with the upcoming European General Safety Regulation, mandating such technologies in all vehicles from July 2024. This new product, compact and integrating camera and processing, connects to their 24/7 Guardian Centre and offers a long-term technical roadmap, already attracting early adopters.

He goes on to say that Seeing Machines, which was initially focused on mining and heavy vehicles, has expanded into the automotive and aviation sectors. The new European market, driven by regulations, differs from traditional fleet sales, targeting manufacturers for pre-installation in new vehicles. This approach opens up a potential market of 330,000 new commercial vehicles annually in Europe.

For 2024, Seeing Machines aims for steady, high double-digit growth and margin expansion across its segments, moving towards cash breakeven and profitability in the next financial year. This growth is underpinned by increasing royalty flows, monthly recurring revenue from aftermarket connections, and advancements in the aviation sector.

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#ProactiveInvestors #AI #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Incanthera PLC (AQSE:INC) Chairman Tim McCarthy visits the Proactive London Studio to speak with Thomas Warner after the UK-based, dermatology and oncology therapeutics company announced what he calls a "transformational" deal with Marionnaud, a subsidiary of the world's largest health and beauty retailer A.S. Watson.

McCarthy explains the significance of the deal for Incanthera and its shareholders, after a relatively quiet period for the business. The agreement focuses on the rollout of Incanthera's innovative skincare products, starting in Europe.

The products, developed using Incanthera's proprietary technology, efficiently deliver bioactive vitamin B3 through the skin, a feat previously unachievable. This breakthrough has significant implications for skincare, particularly in protecting and repairing skin from UV damage. The initial launch will occur in Switzerland and Austria, with plans for rapid expansion across Europe and Asia, tapping into Watson's vast network of over 16,000 stores.

McCarthy highlights the strategic partnership with contract manufacturer Richland to handle production, ensuring Incanthera can meet the demand without heavy capital investment. This approach aligns with their low-overhead, high-efficiency business model.

McCarthy expects the deal to transform Incanthera from a non-revenue generating entity into a profitable and cash-generative business in 2024. He adds that Incanthera is also exploring expansion opportunities in North America and Australia.

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Blackstone Minerals Ltd (ASX:BSX, OTCQX:BLSTF) managing director Scott Williamson speak to Proactive's Thomas Warner about the company's ambitious plans for 2024.

Blackstone Minerals Ltd is focused on building an integrated battery metals processing business in Vietnam that produces nickel-cobalt-manganese precursor products for Asia’s growing lithium-ion battery industry. Williamson explains that Blackstone is looking to restart the Ta Khoa Nickel Project, Vietnam, a previously operating nickel sulfide mine, alongside constructing a refinery. This refinery is central to the project as it will produce chemical products for lithium-ion batteries, importing nickel feedstocks from Australia and Canada.

Highlighting the project's unique approach, Williamson explains that unlike many of their peers who produce nickel concentrate, their refinery will produce a precursor cathode active material (PCAM), essential for the first stage of lithium-ion batteries. This high-nickel cathode is vital for long-range electric vehicles and consists of a nickel, cobalt, and manganese ratio of around 8:1:1.

Blackstone Minerals is currently finalising the definitive feasibility study for the refinery. The company has conducted a 12-month pilot plant and extensive work on their flow sheet, using hydrometallurgy technology to produce a low carbon, green nickel product. This product has a significantly lower CO2 footprint compared to other sources, notably Indonesian nickel.

In terms of funding, Williamson mentioned that Blackstone is exploring partnerships, particularly with the battery industries in Japan, China, and Korea, while also undertaking a rights issue linked to a new acquisition, the Wabowden Project in Manitoba.

The Wabowden project, also a previously operating nickel mine, is part of a strategic plan to secure a stable nickel concentrate supply for the Vietnamese refinery. This project, along with the Buckeye mine, will contribute to a two-mine, one-refinery model, enhancing the company's ability to supply chemical products for its partners.

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#ProactiveInvestors #vietnam #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

The Bluefield Solar Income Fund (LSE:BSIF), advised by Bluefield Partners, recently announced a significant strategic partnership with GLIL Infrastructure, involving the acquisition of a 247-megawatt UK solar portfolio from Lightsource bp.

Bluefield Partners' Managing Partner James Armstrong visits the Proactive London studio to speak with Thomas Warner to talk about how the agreements fits into the fund's long-term strategy of delivering attractive, inflation-linked dividends to its shareholders.

Armstrong highlights the three key components of this partnership. Firstly, the acquisition of the Lightsource bp portfolio, which he praises for its diversity, proven management, and high levels of regulated revenues, aligning closely with the fund's objective of providing long-term, inflation-linked returns. About 80% of the revenues from this acquisition are linked to inflation, making it a potentially more attractive proposition for the fund's shareholders.

The second phase of the partnership involves selling a 50% stake to GLIL. This move is aimed at reducing the fund's short-term debt burden, which has been a challenge due to the broader market's recent struggles with higher inflation and interest rates, leading to lower public market valuations of infrastructure and renewable energy assets.

The third phase focuses on joint development of a pipeline of new assets over the next 2-5 years, leveraging the fund's strong market position and decade-long track record of high performance.

In response to potential shareholder reactions, Armstrong anticipates positive support, citing ongoing discussions with them. He says its been a "reasonably positive start" to the year after a challenging 2023.

In summary, Bluefield Solar Income Fund's strategic partnership with JLL Infrastructure, involving significant acquisitions and collaborative developments, aligns with its goal of providing sustainable, inflation-linked returns to shareholders. The fund's management remains optimistic for 2024, despite recent market challenges, expecting continued recovery and shareholder support.

#BluefieldSolarIncomeFund #SolarEnergyInvestment #RenewableEnergy #SolarPower #InfrastructureInvestment #SustainableInvesting #GreenEnergy #FinancialMarkets #EnergySector #InvestmentStrategies #BluefieldPartners #JLLInfrastructure #UKSolarEnergy #InflationLinkedDividends #RenewableEnergyFunds #SolarPortfolioAcquisition #LightsourceBP #CleanEnergy #EcoInvesting #MarketRecovery2024 #RenewableAssets #IncomeFund #EconomicOutlook #EnergyMarket #FinancialNews #ProactiveInvestors #InsertCompanyName #InsertStockMarket #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Kali Metals Ltd managing director Graeme Sloan sits down with Proactive’s Jonathan Jackson to discuss the company’s successful listing on the ASX. Kali raised $15 million and was supported by some major players in the West Australian lithium scene, including major shareholder and Mineral Resources MD Chris Ellison, Kalamazoo Resources and Karora Resources which both spun out Kali. Sloan discusses the strong support received for the IPO, where the funds will go, the appointment of chief geologist Stuart Peterson to speed things along and recent results at the Spargoville Project which already looks to be bearing fruit, with spodumene identified in multiple locations. Finally, Graeme discusses what investors can expect in 2024.

#ProactiveInvestors #KaliMetals #ASX #CriticalMinerals #Lithium

#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Energy Plug Technologies Corp CEO Broderick Gunning joined Steve Darling from Proactive to share details on a strategic partnership with Ximen Mining for a transformative two-phase clean power storage and generation project. This initiative is set to play a pivotal role in stabilizing, supporting, and powering the infrastructure of the Kenville mine, located in Nelson, British Columbia.

Gunning explained that this collaborative effort will bring "green" infrastructure to Ximen, resulting in a significant reduction in the use of diesel fuel, leading to substantial cost savings on electricity bills. Energy Plug's cutting-edge Battery Energy Storage System will serve as a cornerstone for this endeavor, ensuring uninterrupted power supply during outages and contributing to a stable and efficient mining operation.

The project is divided into two distinct phases, each with its own set of benefits. Phase One involves the installation of three 10kW lithium iron phosphate storage batteries, which will be seamlessly integrated with solar panels to provide power to three essential buildings on the site. This initial phase sets the foundation for a more sustainable and environmentally friendly energy ecosystem at the Kenville mine.

Phase Two represents a significant leap forward in the project's scope. It encompasses the installation of a 1MW battery storage system meticulously designed to cater to the energy needs of large compressors, ventilation systems, and lighting across the entire mine site. Additionally, Phase Two incorporates the deployment of a 20kW riverside turbine for power generation, harnessing the natural flow of water as a renewable energy source.

One notable aspect of this partnership is the company's ability to execute this project with its existing capabilities, foregoing the need for its proposed 100,000 sq ft. 10-gigawatt-hour facility, which was planned as part of a joint venture agreement with the Malahat Nation in British Columbia. This demonstrates Energy Plug Technologies Corp's commitment to delivering sustainable energy solutions efficiently and effectively.

In summary, the collaboration between Energy Plug Technologies Corp and Ximen Mining heralds a significant step toward greener, more sustainable mining practices while ensuring cost-efficiency and uninterrupted operations. This innovative project sets an exemplary standard for environmentally conscious energy solutions in the mining industry and showcases the potential for clean power to revolutionize mining operations.

#proactiveinvestors #energyplugtechnologiescorp #cse #plug #otcqb #clief #mining

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Skeena Resources Director of Communications Katie MacKenzie joined Steve Darling to to discuss the company's exciting prospects for 2024, building on the significant achievements in the latter part of 2023. Skeena Resources has been on an impressive trajectory, and their latest developments are no exception.

One of the noteworthy milestones for Skeena Resources was the successful closure of a flow-through common shares financing, which garnered an impressive sum of approximately $10.7 million. This financial injection followed hot on the heels of an even more substantial financing package, totaling $81 million. This package was composed of the sale of a 1.0% Net Smelter Return (NSR) royalty on Eskay Creek, which fetched $56 million, and a $25 million unsecured Convertible Debenture. It's also worth noting that Franco-Nevada now holds a 2.5% NSR on all of Skeena's Eskay Creek properties, adding further depth to the company's strategic partnerships.

MacKenzie went on to provide insights into Skeena Resources' comprehensive workplan, which revolves around building upon the recently completed Definitive Feasibility Study for their 100% owned Eskay Creek Gold-Silver Project, situated in Tahltan Territory within the Golden Triangle of northwest British Columbia. The results of this study are nothing short of impressive, with an after-tax net present value (NPV) of $2.0 billion, based on a base case scenario of $1,800 gold and $23 silver. The internal rate of return (IRR) stands at an impressive 43%, and the after-tax payback period for pre-production capital expenditures is a mere 1.2 years.

These remarkable financial metrics have the potential to elevate Eskay Creek to the status of a Tier 1 gold mining project, setting the stage for a transformational journey in the gold mining industry. Skeena Resources is poised to make a significant impact in the coming year, with their financial strength, strategic partnerships, and a world-class asset like Eskay Creek firmly positioning them as a formidable player in the sector. The company's focus on value creation and growth is sure to capture the attention of investors and industry observers alike as they embark on this pivotal phase in their journey.

#proactiveinvestors #skeenaresourceslimited #tsx #ske #nyse #ske

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ARway.ai Chief Executive Officer Even Gappelberg joined Steve Darling from Proactive to announce the company is experiencing a surge in global demand for its augmented reality (AR) platform, and this uptick in interest is primarily attributed to the anticipation surrounding the launch of Apple's Vision Pro on February 2nd, 2024.

ARway.ai is already making waves with an impressive track record, boasting over 3,800 total accounts, the creation of more than 4,400 maps, and engagement in 43+ pilots and trials. Gappelberg elaborated on the fact that this growing demand is emanating from diverse industries and use-cases across the globe, all seeking to harness the power of ARway.ai's cutting-edge augmented reality and spatial computing technology.

One of the key milestones in ARway.ai's journey was their selection to participate in Apple's Vision Pro Developer Labs held in Cupertino, California back in September. This prestigious recognition allowed ARway to make significant progress by successfully building the ARway Platform on Apple's Vision Pro hardware and realityOS operating system. This achievement positions ARway.ai as a leading player in delivering optimal AR performance on iOS devices and signifies their seamless integration into the expansive Apple ecosystem.

As Apple's Vision Pro launch date approaches, the company is poised to further solidify its position as a go-to solution for businesses and industries looking to harness the potential of augmented reality. ARway.ai's commitment to innovation and its proactive approach in aligning with industry leaders like Apple underscores its potential to revolutionize the way we interact with and perceive the world around us through augmented reality technology. This is an exciting time for ARway.ai and the broader AR industry, as they continue to unlock new possibilities and redefine user experiences in a digital world.

#proactiveinvestors #arwaycorporation #cse #arwy.ai #otc #arwyf #wayfinding

#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Gama Explorations Inc (CSE:GAMA, OTCQB:GMMAF) CEO Jacob Verbaas speaks to Thomas Warner from Proactive after the mineral exploration company announced the discovery of multiple massive titanium-vanadium-scandium occurrences via groundwork on the Company's 100%-owned, 625 km2 Tyee Critical Mineral Project.

Verbaas gives an overview of the news, saying that rock sampling work at the Project in Quebec has revealed high-grade titanium occurrences, along with associated metals like vanadium, chromium, and scandium. This discovery led to an immediate surge in the company's share price.

He goes on to explain that while rock sampling is an early-stage activity and usually not a major value driver, the market has responded extremely positively to the news. Gama Explorations is now focusing on developing drill targets for the occurrences, with plans to commence drilling in the spring. The process involves consultation with local stakeholders and obtaining necessary permits, expected by March.

Additionally, the company is awaiting results for nickel and copper from other targets in the surrounding area. Verbaas, a geologist by training, emphasises the importance of separating geological work from market sentiment.

He adds that the company is in a strong financial position, with over $3 million in funding, allowing it to proceed with this year's drilling and other activities without budget concerns. Gama hopes to be "off to the races in April/May with the drill bit."

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