Proactive - Interviews for investors

Proactive

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. 7h ago

    Hawsons Iron's Tom Revy: Product quality "in the top 1 or 2%" as NPV hits A$1.87bn

    Hawsons Iron Ltd (ASX:HIO) managing director Tom Revy spoke with Proactive's Stephen Gunnion about the Hawsons Iron Project, its strengthened economics and the role its proposed premium high-grade magnetite concentrate could play in the transition towards lower-carbon steelmaking. Revy explained that Hawsons Iron is focused on developing its 100%-owned project, targeting a magnetite concentrate grading around 69.3% iron, with high grades and low impurities making the product particularly relevant to downstream processing and electric arc furnace steelmaking. "The product that we produce is in the top 1 or 2%," he said. The interview also covers recent optimisation work that lifted the project's pre-tax NPV to A$1.87 billion, with Revy saying replacing the proposed waste-material trucking fleet with a conveying and stacking system added around A$500 million to the figure. Hawsons Iron is continuing metallurgical and process testwork, including investigations into potential hematite recovery as a by-product, while assessing further opportunities to add value before moving into final feasibility. Final feasibility work is set to begin early next year, expected to take around 18 months and include infill, sterilisation and technical drilling ahead of final engineering and costing. Revy also highlighted the project's proximity to Broken Hill and existing infrastructure, along with its relatively low expected power consumption compared with peers, as key parts of the investment case. Visit Proactive’s YouTube channel for more interviews and market updates. Don’t forget to like the video, subscribe to the channel and enable notifications for future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/... #HawsonsIron #IronOre #Magnetite #GreenSteel #Steelmaking #CriticalMinerals #Mining #MiningInvestment #IronOreMining #ElectricArcFurnace #HawsonsProject #AustralianMining #Resources #MiningStocks #ProactiveInvestors

  2. 7h ago

    Mt Turner gold: Lightning Minerals starts Phase 2 drilling

    Lightning Minerals Ltd managing director Troy Brice talked with Proactive about the start of Phase 2 drilling at the company’s wholly owned Mt Turner Gold Project in North Queensland, where the latest campaign is targeting extensions to mineralisation along the 14-kilometre Drummer Fault corridor. Brice said drilling is already underway, with the rig mobilised, crews on site and preparatory work completed. The program comprises five targeted diamond drill holes for around 650 metres and follows the company’s 2025 campaign, which Brice said delivered a 100% success rate. The latest drilling is designed to test mineralisation along strike and at depth while adding further support to Lightning Minerals’ geological model. Brice said recent work, including a University of New South Wales petrology report, had provided additional validation for the company’s interpretation of the system. The company is also aiming to establish the extent, grade, depth and strike of the mineralised body, with the results expected to contribute to a 3D geological model and support work towards a maiden mineral resource estimate for the Mt Turner Gold Project in 2027. Brice said Lightning Minerals believes Mt Turner has the potential to represent a district-scale gold system, with further exploration targets available beyond the current drilling area. He also discussed the company’s broader exploration pipeline, including activity elsewhere in Queensland as well as planned or upcoming work in New South Wales and Western Australia. Brice said the company’s strategic focus remains on gold and copper, with tungsten also emerging as an additional opportunity at Warby. Visit Proactive’s YouTube channel for more interviews and company updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications so you do not miss future content. #LightningMinerals #L1M #MtTurner #MtTurnerGold #GoldExploration #GoldDrilling #DrummerFault #NorthQueensland #MineralExploration #DiamondDrilling #GoldMining #MineralResource #ASX #ASXL1M #MiningNews #ExplorationNews #ProactiveInvestors

  3. 7h ago

    Atomic Eagle maps 2027 uranium development strategy

    Atomic Eagle Limited CEO Phil Hoskins talked with Proactive about the company’s uranium development strategy across the Muntanga Uranium Project in Zambia and the Madaouela Uranium Project in Niger, including a newly launched technical review of Madaouela and the work planned for both assets through 2027. Hoskins said Atomic Eagle now has two high-quality, advanced uranium projects that the company believes are capable of being online by 2030. At Madaouela, the company is reviewing an extensive existing technical and drilling database with the aim of assessing how the project could be developed at a larger scale and with stronger economics. Atomic Eagle expects to release the first phase of its Madaouela update in the first quarter, with Hoskins saying the company’s expectations are that the project could support production of around 4 million to 5 million pounds of uranium per annum. The interview also covered Muntanga, which Hoskins described as Atomic Eagle’s flagship asset. He said the company plans to continue drilling through the remainder of the year, followed by a resource update in the first quarter and feasibility studies during 2027. For more interviews and company updates, visit Proactive’s YouTube channel. Give the video a like, subscribe to the channel and enable notifications so you don’t miss future content. #AtomicEagle #AEU #Uranium #UraniumMining #Muntanga #Madaouela #Zambia #Niger #NuclearEnergy #UraniumInvestment #MiningStocks #ResourceStocks #ASX #MiningNews #Proactive

  4. Sep 30

    Actinogen Medical's XanaMIA Alzheimer’s trial nears November results

    Actinogen Medical CFO Will Souter talked with Proactive about the completion of the final patient visit in the company’s pivotal XanaMIA Phase 2b/3 Alzheimer’s disease trial and what investors can expect ahead of top-line results in November. Souter described the final patient visit as “a major milestone in any clinical trial”, noting that XanaMIA has progressed through an interim analysis and three meetings of its independent data monitoring committee. He also highlighted the significant time and effort involved in running the study, with patients undergoing treatment for 36 months. Looking ahead to the November top-line results, Souter discussed the efficacy Actinogen Medical is targeting relative to existing antibody treatments for Alzheimer’s disease. If results are positive, the company is actively planning a final Phase 3 trial that would be larger and span more jurisdictions, geographies and demographics. Souter said Actinogen Medical has confirmed with the FDA and European EMA that one additional pivotal trial would be required to reach marketing approval. He added that the company could also discuss the possibility of accelerated approval with the FDA if results are particularly strong, while acknowledging that prospect as “a long shot”. Visit Proactive’s YouTube channel for more videos and interviews. Don’t forget to give this video a like, subscribe to the channel and enable notifications for future content. #ActinogenMedical #Xanamem #XanaMIA #AlzheimersDisease #AlzheimersResearch #ClinicalTrials #Biotech #Biotechnology #Phase3 #DrugDevelopment #FDA #Healthcare #LifeSciences #MedicalResearch #Proactive

  5. Sep 30

    Krakatoa Resources reports more high-grade antimony & gold

    Krakatoa Resources CEO Mark Major talked with Proactive about the latest assay results from the company’s Zopkhito Antimony-Gold Project in Georgia, where drilling has returned further high-grade antimony and gold mineralisation. Major said the latest results provided further validation of the historical geological model, with continuity emerging as an important feature of the drilling campaign. He highlighted both the high-grade nature of the mineralisation and indications that gold may be more extensive within the system than previously understood. The latest work has also identified a new gold-rich zone and mineralisation beyond the area currently incorporated into the resource. Major noted that more than 60 veins have historically been recorded across the system, while only 17 have been used for the resource. Krakatoa Resources is now gathering additional information on these areas, including veins enriched in gold. Major said these additional zones could ultimately contribute to the economics of a future mining operation. The drilling campaign is progressing towards a maiden JORC-compliant resource, with the company moving from testing and validating the historical system towards establishing its potential scale and development pathway. Krakatoa Resources plans further drilling this year and expects to move a second rig to the project soon. Metallurgical work is also due to begin, while Major said the company expects to have a JORC resource early next year before progressing further studies associated with project economics. Visit Proactive’s YouTube channel for more interviews and videos. If you found this update useful, give the video a like, subscribe to the channel and enable notifications for future content. #KrakatoaResources #Zopkhito #Antimony #Gold #GoldExploration #AntimonyExploration #Mining #MineralExploration #Drilling #AssayResults #JORC #GeorgiaMining #CriticalMinerals #MiningStocks #ResourceInvesting #Proactive

  6. Sep 30

    Duratec order book jumps as FY27 outlook builds

    Duratec Ltd managing director Chris Oates talked with Proactive about the company’s growth outlook, its expanding order book and opportunities across defence, energy, mining and infrastructure. Oates said Duratec operates across complex engineering remediation and construction, with key market exposure to defence, mining, building and facades, energy and emerging infrastructure areas including roads, water, wastewater and marine ports. Defence and energy remain major areas of focus. Oates highlighted opportunities linked to defence infrastructure in Western Australia, including work associated with the rotational force, the nuclear-powered submarine program, Garden Island and future infrastructure development at Henderson. He also pointed to increasing attention on fuel storage and fuel movement in Australia as a potential driver for the company’s energy activities. He said the order book had increased from around $390 million to $650 million, providing the company with greater visibility heading into FY27. Oates also highlighted gross margins approaching 20% and an improvement in EBITDA margin, while noting that headline revenue in FY26 had not reached the company’s expectations because some projects remained in the early contractor involvement phase longer than anticipated. Duratec is also considering further strategic M&A, particularly across defence, energy and mining, with an emphasis on expanding its East Coast presence. Queensland, New South Wales, the Pacific and Papua New Guinea were among the regions discussed. Oates also outlined potential work associated with Brisbane’s 2032 Olympics, including infrastructure, stadium maintenance and restoration projects. For more interviews and market updates, visit Proactive’s YouTube channel. If you found this video useful, give it a like, subscribe to the channel and enable notifications for future content. #Duratec #DuratecLtd #ASX #AustralianStocks #Defence #DefenceInfrastructure #Energy #Infrastructure #Engineering #Mining #MergersAndAcquisitions #M&A #Brisbane2032 #OrderBook #FY27 #InvestorNews #StockMarket #ProactiveInvestors

  7. Sep 30

    ReconAfrica reports Thermogenic Gas at KW1X as horizontal drilling nears

    ReconAfrica CEO Brian Reinsborough joined Steve Darling from Proactive to provide an update on the company’s expanding African energy portfolio, highlighting progress at its KW1X discovery well in Namibia, encouraging exploration results in Angola, and ongoing seismic work offshore Gabon. Reinsborough said flow test samples from the KW1X sidetrack well have confirmed the presence of thermogenic natural gas with liquid potential, indicating a mature petroleum system ranging from late-oil to early-gas generation. The company is now preparing for a horizontal drilling and flow-testing program designed to assess deliverability, reservoir pressure response, and potential liquid yields from the discovery. The Jarvie-1 drilling rig has returned to site, maintenance has been completed, and required equipment is either on location or in transit. ReconAfrica has submitted all necessary regulatory amendments and, subject to approvals, expects to begin drilling a horizontal wellbore of up to 1,000 metres in October. The well will be completed open-hole to maximize flow from natural fractures and porous zones, with testing scheduled immediately after drilling. Beyond Namibia, ReconAfrica reported encouraging preliminary results from a soil sampling program on its acreage in Angola. The findings suggest an active thermogenic petroleum system with liquid hydrocarbon potential, similar to the geology encountered on the Namibian side of the Damara Fold Belt. The company is considering a 2D seismic program in 2027 to further define exploration targets in the region. In Gabon, ReconAfrica continues to advance 3D seismic reprocessing at the Ngulu project using state-of-the-art Full Waveform Inversion technology. The work is expected to be completed by year-end and will support a new resource assessment, appraisal well planning, and further evaluation of the Loba oil discovery and broader exploration potential across the concession. #proactiveinvestors #reconnaissanceenergyafricaltd #tsxv #reco #otcqx #recaf #OilAndGas #NaturalGas #Namibia #Angola #Gabon #Energy #Exploration #EnergyStocks #ResourceInvesting #ProactiveInvestors #EnergyTransition

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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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