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. 9h ago

    archTIS secures A$3.2M defence contract

    archTIS Ltd managing director and CEO Daniel Lai talked with Proactive about the company’s A$3.2 million contract with the Australian Department of Defence, renewing licensing for its Kojensi Enterprise secure collaboration platform and adding significant application development and maintenance services. The contract includes A$1.0 million in annual recurring software licences and A$2.2 million in application development and maintenance services. Lai said the Department of Defence had been both a sponsor and customer for many years, with archTIS Ltd consecutively renewing and growing licence counts in a highly classified area. Lai discussed the company’s progress with the US Department of Defense, where archTIS Ltd has completed testing across 60 use cases with a 100% pass mark. Lai said the company was entering commercial contract negotiations for a potential licence deal involving around 120,000 licences. The interview also covered archTIS Ltd’s work with Mattermost and Microsoft as part of a broader secure collaboration ecosystem for defence organisations, including NATO, Scandinavia, the US and the UK. Lai said this positioned archTIS Ltd as a provider of data-centric security solutions for allied forces. Visit Proactive’s YouTube channel for more videos, and don’t forget to give this video a like, subscribe to the channel and enable notifications for future content. #archTIS #ASXAR9 #ARHLF #KojensiEnterprise #CyberSecurity #DataSecurity #DefenceTechnology #AustralianDefence #DepartmentOfDefence #SecureCollaboration #ClassifiedInformation #USDoD #Mattermost #Microsoft #InvestorNews #ProactiveInvestors

    9 min
  2. 9h ago

    ADT UK acquisition lifts Intelligent Monitoring Group's cash flow outlook

    Intelligent Monitoring Group Ltd managing director Dennison Hambling talked with Proactive about the company’s binding agreement to acquire ADT’s residential security business in the United Kingdom, describing the transaction as one of the transformative moments in the company’s recent history. Hambling said the deal gives Intelligent Monitoring Group immediate exposure to one of the world’s largest established security markets through ADT, which he described as “the most revered and longest standing name in that market”. The company has already acquired ADT businesses in Australia and New Zealand, and Hambling said the UK acquisition allows it to apply technology and operating practices developed in Australia to a much larger residential security portfolio. Intelligent Monitoring Group has built a video-enabled monitoring platform designed to help detect and stop criminal activity before or during an event, working with police when required. Discussing the financial impact, Hambling said the acquisition is “40% EPS accretive” at the simplest level and would position Intelligent Monitoring Group as a business with more than $100 million of free cash flow before interest and tax. He also highlighted the recurring revenue profile, saying 72% of the combined business would be recurring revenue, while the ADT UK business is 92% recurring revenue. Hambling also confirmed that Intelligent Monitoring Group has acquired the rights to the ADT brand in the UK, while the acquired business is focused on the residential market. Visit Proactive’s YouTube channel for more videos, and don’t forget to give this video a like, subscribe to the channel and enable notifications for future content. #IntelligentMonitoringGroup #IMG #ASXIMB #ADT #ADTSecurity #ADTUK #SecurityTechnology #ResidentialSecurity #MonitoredSecurity #RecurringRevenue #InvestorNews #ASXStocks #UKExpansion #ProactiveInvestors #DennisonHambling

    11 min
  3. 1d ago

    Imugene CEO on Phase 1b azer-cel data: second complete response

    Imugene Ltd MD and CEO Leslie Chong talked with Proactive about the company reporting a second complete response in the concurrent Bruton Tyrosine Kinase inhibitor, or BTKi, cohort of its ongoing Phase 1b azer-cel trial. The latest response was recorded in the first mantle cell lymphoma, or MCL, patient treated in the azer-cel Phase 1b study. The patient had previously received and failed BTKi therapy before achieving a complete response at the Day 28 assessment. The result follows closely after Imugene Ltd reported its first complete response in the concurrent BTKi cohort, highlighting a second early response in a patient group that has relapsed on or is refractory to BTKi therapy. Chong said MCL can be an aggressive disease and that patients who progress after BTKi therapy can face a steep decline. azer-cel is being studied in combination with an existing approved therapy, to help make BTKi treatment work again. She also discussed increased business development activity and ongoing conversations with pharmaceutical companies, describing collaboration and partnering as the organic next stage of development. Visit Proactive’s YouTube channel for more videos, and don’t forget to give this video a like, subscribe to the channel and enable notifications for future content. #Imugene #IMU #IUGNF #azerCel #BTKi #BrutonTyrosineKinase #MantleCellLymphoma #MCL #BloodCancer #Lymphoma #ClinicalTrial #Biotech #ASXStocks #OTCStocks #BiotechInvesting #ProactiveInvestors

    7 min
  4. 1d ago

    Lightning Minerals confirms rhyolite-hosted gold at Mt Turner

    Lightning Minerals Ltd managing director Troy Brice talked with Proactive about the company’s Mt Turner Gold Project in northern Queensland and the results of an independent University of New South Wales petrology study, which confirmed the presence of rhyolite intrusion-hosted gold mineralisation. Brice said the study provided “strong, independent validation” of Lightning Minerals Ltd’s exploration model and supported the company’s view that Mt Turner may host a large-scale district gold system. The study was based on selected drill core from the company’s 2025 diamond drilling program and found that gold mineralisation is associated with rhyolite and dacite intrusions along the 14-kilometre Drummer Fault corridor. Brice explained that the findings indicated a large-scale, long-lived mineralised system rather than a series of separate mineralised pockets. He said the results were “better than expected” and gave the company further confidence that it is applying the right exploration plan and drilling in the right locations. The company plans to use the petrology findings to refine targets ahead of its Phase 2 drilling program, which is scheduled to start in mid-July 2026. Brice said the program would help build toward Phase 3 drilling in November and support the company’s work toward a future mineral resource estimate. Visit Proactive’s YouTube channel for more videos, and don’t forget to give this video a like, subscribe to the channel and enable notifications for future content. #LightningMinerals #L1M #ASX #MtTurner #GoldExploration #NorthernQueensland #DrummerFault #GoldMineralisation #MiningNews #ResourceEstimate #Phase2Drilling #InvestorNews #ProactiveInvestors

    5 min
  5. 1d ago

    Bradda Head Lithium chair: why analysts see major upside

    Bradda Head Lithium Ltd (AIM:BHL) executive chairman Ian Stalker joined Proactive's Stephen Gunnion to discuss the Whistlejacket lithium project in Arizona and why recent analyst coverage points to a significant valuation opportunity. Stalker said independent research from Greenwood Capital and Shard Capital both concluded the company could be worth considerably more than its current market valuation. He attributed the gap partly to Bradda Head keeping a low profile until the Rio Tinto joint venture was completed, while improving lithium sector sentiment is now drawing renewed investor attention. The Rio Tinto partnership, he noted, has added considerable value through the major's thorough approach to project evaluation. Beyond Whistlejacket, Stalker highlighted the Basin clay project, which already hosts a compliant resource, reinforcing the strategic value of the company's diversified US portfolio. Near-term milestones include drilling expected before the end of July, a maiden compliant resource at Whistlejacket targeted for early 2027, and an internal goal of reaching production by end of 2027. "We're moving from an exploration company... into a resource company, putting them into real numbers, and from that into an operational company where cash flow is a guaranteed successful input," Stalker said. Watch the full interview to hear Ian Stalker's views on Bradda Head Lithium's growth strategy, project development plans and the outlook for the lithium market. Visit the Proactive YouTube channel for more company interviews and market insights. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future content. #BraddaHeadLithium #IanStalker #Lithium #LithiumMining #ArizonaMining #Whistlejacket #RioTinto #BatteryMetals #CriticalMinerals #MiningStocks #ResourceDevelopment #EVBatteries #USMining #ProactiveInvestors #Investing

    6 min
  6. 1d ago

    Metals One MD on 2025 pivot to gold and uranium plus upcoming milestones

    Metals One PLC (AIM:MET1, FRA:HT7, OTCQB:MTOPF) managing director Daniel Maling joined Proactive's Stephen Gunnion to discuss the company's transformation in 2025, following a £15 million fundraising and a strategic shift away from Scandinavian nickel towards gold and uranium. Maling explained that as nickel market conditions weakened, the board made a conscious decision to reposition. "The board made a conscious decision to pivot into new areas such as gold and uranium," he said. Impairment charges were taken against the Black Schist nickel project, though the assets are retained for their long-term optionality. The balance sheet has moved, he said, "significantly into what we feel is more tangible gold and uranium projects." On uranium, DISA Technologies is expected to assess uranium values in US waste dumps over the next six to twelve months under a revenue-sharing arrangement, with updates to follow. Key milestones to watch include the Lions Bay Capital transaction involving South African gold and power assets, exploration through Fidelity Minerals in Peru, and potential drilling on Metals One's operated uranium and gold projects in the US. Visit the Proactive YouTube channel for more interviews with leading companies and market experts. If you enjoyed this video, please give it a like, subscribe to the channel and enable notifications so you never miss future content. #MetalsOne #DanielMaling #Gold #Uranium #Mining #MiningStocks #JuniorMining #GoldExploration #UraniumExploration #Nickel #CriticalMinerals #SouthAfrica #Peru #USMining #Investing #SmallCap #LondonStockExchange #ResourceInvesting #ProactiveInvestors

    4 min
  7. 2d ago

    St George Mining hits 199.5m of high grade rare earths and niobium: raises A$60 million

    St George Mining Ltd executive chairman John Prineas talked with Proactive about the company’s latest progress at the 100%-owned Araxá Rare Earths and Niobium Project in Minas Gerais, Brazil, following a A$60 million capital raise and the release of its thickest mineralised intercept to date. Prineas said the funding was raised to top up cash reserves and accelerate development workstreams, with Hancock Prospecting contributing a further A$20 million and increasing its stake in St George Mining Ltd from 6% to 10%. He described the investment as “quite a strong validation” of the company’s potential, noting Hancock’s exposure to major rare earths producers outside China. The interview also covered the latest drilling result from the main deposit, where St George Mining Ltd reported 199.5 metres of high-grade mineralisation continuous from surface. Prineas said this was “a real point of difference” for the deposit, highlighting that the mineralisation starts at surface and continues down to around 200 metres. Prineas said St George is now moving toward development studies, supported by strong metallurgical test results and the appointment of Worley as feasibility technical manager. He said investors could expect further news flow over the next six months, including a scoping study, final metallurgical results and a potential final investment decision within 12 to 18 months. Visit Proactive’s YouTube channel for more videos, and don’t forget to like this video, subscribe to the channel and enable notifications for future content. #StGeorgeMining #SGQ #SGQMF #AraxáProject #RareEarths #Niobium #CriticalMinerals #BrazilMining #MiningNews #ASXStocks #OTCStocks #HancockProspecting #MineralExploration #InvestorNews #ProactiveInvestors

    6 min

Ratings & Reviews

4.5
out of 5
2 Ratings

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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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