Proactive - Interviews for investors

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Welcome to the Proactive podcast channel – the destination for breaking news on growth companies and up to the minute market coverage. Here we plug you into what’s new and exciting in the world of business.

  1. 15 HR AGO

    BioVie advances long COVID trial, top-line data expected by summer

    BioVie CEO Cuong Do joined Steve Darling from Proactive to provide an update on the company’s ongoing clinical efforts targeting long COVID, a condition that continues to affect an estimated 17 million Americans despite the acute phase of the COVID-19 pandemic having subsided. Do emphasized that long COVID remains a significant and persistent public health challenge, with many patients experiencing debilitating symptoms such as brain fog, chronic fatigue, and general malaise that can severely impact daily functioning and quality of life. He noted that unlike the initial viral infection, long COVID appears to involve lingering viral protein fragments or related biological remnants that may continue to stimulate the immune system even after the virus has been cleared from the body. This ongoing immune activation is believed to contribute to sustained inflammation, which in turn may drive the neurological and systemic symptoms associated with the condition. BioVie Inc. is focusing its research efforts specifically on addressing these central nervous system-related symptoms through a targeted therapeutic approach. Do highlighted that the company’s program is supported by a $13 million clinical research grant, underscoring both the importance and urgency of developing effective treatments in this area. He also noted that BioVie is uniquely positioned in this space, stating that it is “the only company, nonprofit, any kind of organization to have received a grant to do this,” reinforcing the distinct nature of its clinical work. The company’s clinical trial is now nearing completion of patient enrollment, with top-line data expected by the end of the summer. This represents a key near-term milestone for the program as it moves toward evaluating efficacy and safety outcomes. Importantly, Do pointed out that there are currently no approved therapies specifically designed to treat long COVID, positioning BioVie’s program as a potential first-in-class treatment option in a space with significant unmet medical need. He expressed optimism about the trial’s progress and the potential impact of a successful outcome for patients who are still unable to return to normal daily activities or work due to lingering symptoms. proactiveinvestors #biovieince #nasdaq #bivi #LongCOVID #PostCOVID #ChronicFatigue #BrainFog #Neuroinflammation #ClinicalTrials #Biotech #CNSResearch #HealthcareInnovation #MedicalResearch #PublicHealth #Inflammation #DrugDevelopment #UnmetNeed

    4 min

  2. 17 HR AGO

    First Phosphate clears warrants, boosts treasury to fund feasibility study

    First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to discuss the successful completion of a $3 million warrant exercise, a move that leaves the company effectively warrant-free while significantly strengthening its financial position and simplifying its capital structure. Passalacqua explained that the final tranche of client and broker warrants—exercised at $1.25—was taken up by long-term shareholders just ahead of expiry. He noted that this level of participation reflects strong investor confidence in the company’s strategy and long-term vision. With these warrants now cleared, First Phosphate has streamlined its capitalization table, with any remaining potential dilution limited to holdings by management, staff, and the board, aligning insiders more closely with shareholder interests. The additional $3 million further bolsters what was already a solid treasury position, bringing total available capital to approximately $23 million. This financial strength is complemented by a recently secured $16.7 million non-dilutive, non-reimbursable contribution from the Government of Canada. The funding is earmarked to support the development of a concentrator tied to the production of lithium iron phosphate (LFP) cathode active material, sourced from the company’s Bégin-Lamarche property in Québec—an important step in building out a domestic battery materials supply chain. Looking ahead, Passalacqua confirmed that the company remains on track to complete its feasibility study by year-end, which will serve as a critical milestone ahead of a final investment decision (FID). He emphasized that First Phosphate is fully funded through this stage, with an estimated 18- to 24-month runway. This removes near-term financing pressure and allows management to remain focused on advancing permitting, optimizing project design, and executing on its broader development strategy. With a strengthened balance sheet, simplified capital structure, and clear development timeline, First Phosphate is positioning itself to play a key role in supporting North America’s growing demand for domestically sourced LFP battery materials. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqx #frspf #frspf #BeginLamarche #BatteryMaterials #LFP #CriticalMinerals #MiningFinance #QuebecMining #EnergyTransition #WarrantExercise #CapitalMarkets #FeasibilityStudy #ProjectDevelopment #CleanTech #ResourceDevelopment #EVSupplyChain

    4 min

  3. 3 DAYS AGO

    Iofina posts record 2025 results, boosts output outlook with Permian expansion

    Iofina Plc. CEO Thomas Becker joined Steve Darling from Proactive to discuss the company’s latest financial performance, highlighting a series of record-breaking results in its audited full-year report for the period ending December 2025. Becker outlined that the company delivered another standout year, reporting revenue of $66.5 million—an increase of 22% year-over-year—marking its eighth consecutive year of sustained growth. He attributed much of this momentum to strong operational performance across its core iodine business, with crystalline iodine sales surging by 42%, while iodine derivatives sales posted a solid 5% increase. This top-line growth translated into significant profitability gains. Gross profit rose 36% to $18.0 million, supported by improved efficiencies and favourable pricing. Adjusted EBITDA saw an even sharper rise of 56%, reflecting strong operational leverage, while operating profit climbed 74%. Profit before tax reached $8.4 million, representing a 75% increase compared to the previous year, underscoring the company’s ability to convert revenue growth into bottom-line performance. Looking ahead, Becker emphasized Iofina’s strategic focus on scaling its production footprint. A key component of this plan is the company’s expansion into the Permian Basin, where it is developing a larger-scale IOsorb® plant. This move represents the next phase in Iofina’s transformational growth strategy, shifting toward fewer but significantly larger facilities designed to enhance efficiencies and boost overall output. He noted that this transition to larger-scale plants is expected to materially increase production capacity while lowering unit costs, positioning the company for continued margin expansion and long-term growth. Momentum has carried into 2026, with the company reporting a strong start to the year. As a result, Iofina has raised the top end of its first-half 2026 production guidance and now expects output to reach approximately 385 metric tonnes. Becker added that the company has a clear near-term pathway to surpass 1,000 metric tonnes of annual production, with longer-term plans to exceed 2,000 metric tonnes through the continued rollout of larger-scale IOsorb® facilities. #proactiveinvestors #iofinaplc #aim #iof #iodine #permianbasin #crystallineiodine #ChemicalIndustry #FinancialResults #RevenueGrowth #EBITDA #ProfitGrowth #PermianBasin #IOsorb #IndustrialChemicals #ProductionGrowth #EnergyChemicals #MarketExpansion #OperationalEfficiency #BusinessGrowth

    5 min

  4. 3 DAYS AGO

    GIS: Why small-cap investing rewards those who do their own homework

    GIS portfolio manager Eric Anderson tells Proactive's Stephen Gunnion that finding opportunities in small-cap markets comes down to one thing: doing the work yourself. As Anderson puts it, "in small cap, it's not there. You have to assemble the data yourself" — which is why GIS runs a global network of analysts embedded across Europe, the US and Asia. The strategy for the Global Smaller Companies Fund (Unlisted (UK):GSCF) is built on high conviction, strict valuation discipline and a clear definition of risk. Anderson describes risk as "the permanent loss of capital as opposed to volatility," and every investment must be made at a minimum 30% discount to intrinsic value — a margin of safety designed to balance upside potential with downside protection. The focus is on quality businesses with strong balance sheets, sustainable growth and genuine competitive advantages, identified early and held with conviction ahead of broader market recognition. Visit Proactive’s YouTube channel for more videos, like this video, subscribe to the channel, and enable notifications so you never miss future content. #GIS #SmallCapInvesting #GlobalEquities #InvestmentStrategy #FundManagement #AlphaGeneration #ValueInvesting #PortfolioManagement #FinancialMarkets #EquityResearch #InvestingInsights #ProactiveInvestors

    5 min

  5. 4 DAYS AGO

    IBT portfolio manager says KalVista deal signals Biotech 2.0 growth

    International Biotechnology Trust (LSE:IBT) portfolio manager Ailsa Craig tells Proactive's Stephen Gunnion that M&A activity in biotech is running hot, with the proposed KalVista Pharmaceuticals acquisition by Chiesi Farmaceutici the latest in a string of deals — and 15% of IBT's portfolio has now been acquired year-to-date at an average premium of 50%. Craig explains the structural driver: big pharma is cash-rich but facing hundreds of billions in revenues lost to patent expiries, forcing them to acquire innovation. With biotech firms accounting for 70% of new drug approvals last year, the sector is firmly in the crosshairs. KalVista is held up as a textbook example of what Craig calls "Biotech 2.0" — clinically de-risked companies addressing real unmet needs. Its oral HAE treatment replaced injectable therapies, and Craig puts it simply: when patients feel an attack coming on, they now just take a tablet. IBT recycles proceeds from exits straight back into new opportunities, keeping the portfolio actively positioned to benefit from continued dealflow. For more insights like this, visit Proactive's YouTube channel, like this video, subscribe to the channel, and enable notifications so you never miss future updates. #Biotech #Pharma #MergersAndAcquisitions #BiotechInvesting #HealthcareStocks #KalVista #DrugDevelopment #InvestingInsights #BiotechNews #PharmaIndustry #StockMarket #HealthcareInnovation

    4 min

  6. 4 DAYS AGO

    London BTC Company CEO on hunt for US gold assets to fuel Bitcoin strategy

    London BTC Company Ltd (LSE:BTC, OTCQB:VINZF) CEO Hewie Rattray tells Proactive's Stephen Gunnion that Bitcoin remains the heart of the business, but gold is now playing a supporting role — with any proceeds from gold activities channelled straight back into growing the company's Bitcoin holdings. Rattray outlines a capital-light approach to gold exploration in Nevada and Arizona, with a flexible exit strategy that stops short of full development. Assets can be taken to early-stage milestones, then sold, optioned, or structured as royalties — avoiding dilution while still generating value to recycle into Bitcoin. Rising gold prices are bringing previously uneconomic projects back to life, and investors can expect a steady flow of news as the company moves through asset identification, sampling, and assay results. For more videos like this, visit Proactive's YouTube channel, give this video a like, subscribe to the channel, and enable notifications so you never miss an update. #Bitcoin #GoldExploration #MiningStocks #CryptoStrategy #BTC #GoldStocks #Investing #SmallCapStocks #NevadaMining #ArizonaMining #DigitalAssets #ResourceInvesting #ProactiveInvestors #CryptoNews #MiningNews

    4 min

  7. 5 DAYS AGO

    Bradda Head Lithium chair: Whistlejacket project gains momentum in US

    Bradda Head Lithium Ltd (AIM:BHL, OTC:BHLIF, TSX-V:BHLI, FRA:8CD1) executive chairman Ian Stalker tells Proactive's Stephen Gunnion that its recently finalised partnership with Rio Tinto's Kennecott division is a strong endorsement — the mining giant conducted detailed due diligence before committing. The conversation centres on the Whistlejacket project in Arizona, where drilling has returned nearly 62 metres of mineralisation supporting potential open-pit mining, and its proximity to the San Domingo asset creates meaningful operational synergies through shared infrastructure and logistics. Stalker points to a recovering lithium market, with spodumene prices rising and demand remaining robust, while supportive US regulatory changes are helping to accelerate permitting timelines. The company is targeting a compliant NI 43-101 resource by year-end, with drilling updates expected along the way. For more videos like this, visit Proactive’s YouTube channel, give this video a like, subscribe to the channel, and enable notifications so you never miss an update. #BraddaHeadLithium #LithiumStocks #MiningNews #RioTinto #LithiumMarket #EnergyTransition #EVBatteries #ResourceInvesting #MiningExploration #USMining #Spodumene #JuniorMining #StockMarketNews

    7 min

  8. 5 DAYS AGO

    Ecora Royalties CEO on strong Q1 & future growth pipeline

    Ecora Royalties PLC (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF, FRA:HGR) CEO Marc Bishop Lafleche talked with Proactive’s Stephen Gunnion about the company’s strong start to 2026, highlighting significant growth across its base metals portfolio and outlining key catalysts for the year ahead. The company reported a robust first quarter, driven primarily by volume growth in its base metals royalties. Lafleche noted a “152% uplift on Q1 2025, primarily volume growth, with some pricing tailwinds as well,” alongside additional contributions from uranium exposure at the Four Mile royalty. He added that Ecora remains on track to deliver year-on-year volume growth, particularly from assets such as Voisey’s Bay and Mimbula. Looking ahead, the CEO emphasised Ecora’s “layered” growth strategy, with multiple catalysts expected across 2026. These include ramp-ups in producing assets, potential brownfield expansions like Mantos Blancos Phase two, and greenfield developments progressing toward final investment decisions, including Santo Domingo and the Phalaborwa rare earths project. Exploration success at assets such as NexGen’s Patterson Corridor East also continues to provide long-term upside. Despite geopolitical uncertainty impacting commodity markets, Lafleche highlighted the resilience of copper prices and strong medium- to long-term fundamentals. He also reiterated the advantages of Ecora’s royalty model, which provides diversified exposure to critical minerals without direct operational risks. Concluding, Lafleche said: “The outlook for Ecora this year and beyond remains very, very exciting,” with continued debt reduction and potential new acquisitions supporting further growth. For more insights like this, visit Proactive's YouTube channel, like this video, subscribe, and enable notifications so you never miss an update. #EcoraRoyalties #MiningStocks #CopperMarket #Uranium #RoyaltyModel #BaseMetals #InvestingNews #MiningInvestment #Commodities #StockMarketInsights #ResourceStocks #EnergyTransition #CriticalMinerals

    8 min
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Welcome to the Proactive podcast channel – the destination for breaking news on growth companies and up to the minute market coverage. Here we plug you into what’s new and exciting in the world of business.

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