Proactive - Interviews for investors

Proactive
  • 4.5 (2)
  • Investing
  • Updated Daily

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. 9h ago

    Carnavale Resources' Kookynie Gold Project BFS delivers A$104M pre tax cash flow

    Carnavale Resources Ltd managing director Humphrey Hale talked with Proactive about the bankable feasibility study (BFS) for the initial open-pit development of the Kookynie Gold Project in Western Australia. The study outlines A$104 million in pre-tax free cash flow over an 18-month mine life, with the development centred on the high-grade Swiftsure and Tiptoe open pits. Hale described the BFS as an important milestone for a deposit Carnavale discovered and has continued to advance through drilling and technical studies. The initial development is based on contract mining and third-party processing rather than the construction of a standalone plant. Hale said this approach allows Carnavale to reduce its capital requirements, with peak funding estimated at around A$24 million, while taking advantage of established processing infrastructure in the Goldfields. Swiftsure is the larger of the two starter pits and contains ore grading around 5.8 grams per tonne gold, while Tiptoe averages around 2.7 grams per tonne. Carnavale is now focused on securing an ore purchase agreement or toll treatment arrangement to establish the processing route and underpin project funding. The company is targeting the second half of 2027 for the start of open-pit production, subject to approvals, funding and a final investment decision. 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.

  2. 9h ago

    Lightning Minerals CEO on Kincora option deal

    Lightning Minerals managing director and CEO Troy Brice talked with Proactive about the company’s option agreement with Kincora Copper, which provides a funded pathway for exploration of Lightning Minerals’ Lachlan Fold Belt tenements while allowing the company to concentrate on its priority projects. Under the agreement, Kincora has secured an exclusive nine-month option over the Lachlan Fold Belt portfolio. Brice said the arrangement had been developing in the background for some time and described it as a positive outcome for both parties. The agreement supports Lightning Minerals’ strategy of concentrating its capital and management attention on its flagship projects, particularly Mt Turner and the Warby Tungsten Project in Queensland. Looking ahead, Brice said investors could expect updates from the drilling campaign at Boree Creek South, results from drilling at Mt Turner and further progress at Warby, including drill targeting ahead of planned work in the first quarter of 2027. Visit Proactive’s YouTube channel for more interviews and market updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications so you don’t miss future content. #LightningMinerals #L1M #KincoraCopper #KCC #LachlanFoldBelt #BoreeCreekSouth #MtTurner #WarbyTungsten #CopperExploration #GoldExploration #Tungsten #DiamondDrilling #MiningStocks #ASX #ASXNews #MineralExploration #ProactiveInvestors

  3. 9h ago

    Recce's R327G gains commercial pathway with Arrotex

    Recce Pharmaceuticals Ltd managing director and CEO James Graham talked with Proactive about the company’s exclusive licensing and commercialisation agreement with Arrotex Pharmaceuticals for RECCE® 327 topical gel (R327G) in Australia and New Zealand. Graham described the agreement as a significant step for Recce Pharmaceuticals, highlighting Arrotex’s pharmaceutical sales, marketing, distribution and market-access capabilities across Australia and New Zealand. He said the partnership allows each company to focus on its respective strengths as R327G progresses through clinical development. Graham also discussed Arrotex’s reach within Australia’s Pharmaceutical Benefits Scheme and across hospitals, clinics and pharmacies, describing the company as a strong commercialisation partner for R327G. Graham discussed clinical work underway in Indonesia as well as the company’s Australian Phase 3 study, with Australian data expected to be an important part of the regulatory pathway. He said the Indonesian study was already demonstrating what he described as a strong efficacy signal while maintaining an excellent safety profile. The Australian study remains underway, with further clinical data expected as the program advances. Looking ahead, Graham identified potential clinical data readouts, regulatory submissions and additional licensing opportunities in surrounding markets as important milestones for R327G. Visit Proactive’s YouTube channel for more interviews and updates from listed companies and industry leaders. If you found this video useful, give it a like, subscribe to the channel and enable notifications so you don’t miss future Proactive content. #ReccePharmaceuticals #RCE #RECEF #R327G #RECCE327 #ArrotexPharmaceuticals #DiabeticFootInfection #DFI #Phase3 #ClinicalTrials #Biotech #Pharmaceuticals #AntiInfectives #DrugDevelopment #Healthcare #ASX #Australia #NewZealand

  4. 9h ago

    archTIS' record quarter as US DoD deal advances

    archTIS CEO and managing director Daniel Lai talked with Proactive about the cybersecurity company's record September quarter, progress toward operating cash flow break-even, ongoing negotiations with the US Department of Defense and the growth opportunities emerging from artificial intelligence. archTIS delivered a strong quarter, with annual recurring revenue reaching A$13.3 million, revenue rising to A$3.6 million and gross margins increasing to 79%. Operating expenses also fell to around A$4.4 million, helping operating cash flow move close to break-even. Customer receipts reached a record A$5.3 million, which Lai attributed partly to the integration of Spirion and the larger, more diversified recurring revenue base acquired with the business. He said archTIS had also become more efficient in areas including renewals and new customer acquisition. A major focus remains the proposed US Department of Defense enterprise licence. Lai said archTIS had progressed through accreditation, user testing and user acceptance testing and was now deep in negotiations. Lai also discussed the opportunity around Spirion AI Guardrails and the growing demand for secure adoption of AI. He outlined archTIS' strategy of helping organisations discover sensitive data, apply contextual access controls and securely govern how information can be shared with users and AI systems. Looking ahead to FY27, Lai said priorities include expanding further in the US market, progressing the US DoD opportunity and using the company's defence credentials to accelerate growth across additional markets and industry verticals. Visit Proactive's YouTube channel for more company interviews and market updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications for future content. #archTIS #ASXAR9 #AR9 #Cybersecurity #DataSecurity #USDoD #DefenceTechnology #ArtificialIntelligence #AISecurity #Spirion #NCProtect #MicrosoftCopilot #Defence #GovernmentTechnology #InvestorNews

  5. 9h ago

    Resolution Minerals eyes larger Golden Gate gold play

    Resolution Minerals Ltd US operations chief executive Craig Lindsay talked with Proactive about the latest drilling results from the company’s 100%-owned Horse Heaven Project in Idaho, where Golden Gate North has developed into a broad gold-mineralised system extending for at least 500 metres. Lindsay said the latest results came from the company’s 42-hole, approximately 12,000-metre drilling campaign across Golden Gate North and Golden Gate South. The first holes reported from Golden Gate North included broad mineralised intervals of 324 metres at 0.49 g/t gold and 322 metres at 0.37 g/t gold, with mineralisation extending from surface to the bottom of the holes. The drilling has expanded Golden Gate North to around 500 metres in length and about 200 metres in width. Lindsay said the wider opportunity was the potential for Golden Gate North and Golden Gate South, around two kilometres apart, to form part of one much larger mineralised system. Golden Gate South has already returned a broad intersection of around 305 metres at 0.64 g/t gold, while Lindsay said drilling across the broader Golden Gate fault zone was continuing to demonstrate continuity and locally higher-grade gold. Resolution Minerals has so far reported results from only the first nine holes of the 2026 campaign, leaving results from more than 30 additional holes still to come. Lindsay also highlighted upcoming tungsten results from Golden Gate, which could add another dimension to the project alongside gold and antimony. Looking ahead to 2027, the company expects investors to see a maiden mineral resource estimate covering Golden Gate North and South. Resolution Minerals is also progressing permitting for further drilling at Golden Gate and Antimony Ridge. Visit Proactive’s YouTube channel for more interviews and market 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. #ResolutionMinerals #RML #HorseHeavenProject #GoldenGate #GoldExploration #GoldMining #IdahoMining #GoldDrilling #MineralExploration #Tungsten #Antimony #CriticalMinerals #MiningStocks #ASXRML #JuniorMining #ResourceInvesting #GoldStocks #ExplorationResults #ProactiveInvestors

  6. 9h ago

    FireFly Metals reveals Mount Joy copper discovery

    FireFly Metals Ltd managing director Steve Parsons talked with Proactive about the company’s latest copper-gold discovery at the Mount Joy prospect within the Green Bay Project in Newfoundland, Canada, and the wider regional exploration program underway around the proposed Ming Mine restart. Parsons said Mount Joy was the latest result from roughly 12 months of regional exploration work involving airborne and ground geophysics, geochemical sampling, geological mapping and downhole surveys. He described the discovery as the product of sustained exploration rather than a single drilling campaign. Parsons highlighted Mount Joy’s proximity to existing infrastructure, including the Nugget Pond processing facility, saying this could provide FireFly Metals with additional development options if exploration ultimately defines resources and reserves. Looking ahead, FireFly Metals expects further regional exploration results, continued infill and step-out drilling, a maiden resource for the Main Mine regional discovery in the first quarter of next year, and continued progress towards a bankable feasibility study and final investment decision. Visit Proactive’s YouTube channel for more interviews and market updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications for future content. #FireFlyMetals #FFM #Copper #Gold #CopperGold #GreenBayProject #MountJoy #MingMine #Newfoundland #MiningExploration #CopperExploration #GoldExploration #CriticalMinerals #BaseMetals #MiningStocks #ASX #TSX #JuniorMining #ResourceInvesting #Proactive

  7. 23h ago

    Great Red Lake Gold targets copper exploration and 2027 drilling at Bilton-Brown project

    Great Red Lake Gold Corp Chief Financial Officer Brian Morales joined Steve Darling from Proactive to discuss the company's move into copper exploration, its acquisition of the Bilton-Brown property in Ontario and plans to advance the project toward a potential drilling program in 2027. Morales explained that Great Red Lake Gold became a standalone public company following its spinout from Highland Critical Minerals, completing its listing in late spring 2026. After conducting exploration on its Red Lake claims, the company identified an opportunity to acquire the Bilton-Brown copper property at what it considered a reasonable price. The property contains historical mineral showings that Great Red Lake Gold plans to investigate through field sampling and geophysical surveys. The initial work will focus on verifying historical findings, assessing the property's geological potential and gathering information to support a technical report. The historical showings have not yet been verified as compliant with NI 43-101 standards. Road access is another potential advantage, allowing the company to conduct exploration activities through the winter months rather than relying solely on a limited seasonal fieldwork window. Morales said the company aims to advance sampling and geophysical work during the remainder of 2026, followed by a more intensive exploration campaign and potential drilling in late winter or early spring 2027. These plans remain subject to permitting, administrative requirements and the results of the initial exploration work. The company is also considering financing options, including flow-through financing, to support exploration at the greenfield project. Morales highlighted copper's importance as an industrial metal and the growing focus on critical mineral supply, which underpins the company's decision to pursue the opportunity. The next key milestone is the planned sampling and geophysical campaign, which the company hopes to begin imminently and advance over six to eight weeks. Results from this work will help determine the project's next exploration steps and whether drilling is warranted in 2027. #proactiveinvestors #cse #rlgc #mining #GreatRedLakeGold #BiltonBrown #CopperExploration #Copper #OntarioMining #CriticalMinerals #MineralExploration #Mining #GeophysicalSurvey #FlowThroughFinancing

  8. 23h ago

    FGEN’s £104m anaerobic digestion sale strengthens balance sheet and fuels investment plans

    Foresight Environmental Infrastructure (LSE:FGEN) investment manager Ed Mountney spoke with Proactive's Stephen Gunnion about the company’s £104 million sale of its remaining 49% stake in six anaerobic digestion plants, debt reduction and plans to reinvest in environmental infrastructure. Mountney explained that the deal with Future Biogas completes a two-stage disposal, following the sale of an initial 51% stake in 2024. The latest transaction secured a 7.5% premium to the assets’ June 2026 valuation, reflecting value created through operational improvements, system upgrades and plant life extensions. He said the proceeds would substantially reduce borrowings under FGEN’s revolving credit facility, strengthening the balance sheet and creating greater financial flexibility to fund existing commitments and pursue new investments offering attractive risk-adjusted returns. The interview also explored opportunities across FGEN’s remaining five anaerobic digestion plants, including operational improvements and portfolio diversification. Mountney reaffirmed the company’s 8.04p dividend target for the financial year ending March 2027, with expected cover of 1.2 to 1.3 times. A similar level is anticipated in FY2028, before any impact from reinvesting the sale proceeds. Watch the full interview for more on FGEN’s capital allocation strategy, dividend outlook and growth plans. Visit the Proactive YouTube channel for more videos, give this video a like, subscribe to the channel and enable notifications for future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #ForesightEnvironmentalInfrastructure #EdMountney #EnvironmentalInfrastructure #InfrastructureInvestment #AnaerobicDigestion #RenewableEnergy #Biogas #FutureBiogas #AssetSale #CapitalRecycling #DebtReduction #DividendIncome #InvestmentTrusts #SustainableInfrastructure #CarbonCapture #InvestorNews #ProactiveInvestors

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4.5
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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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