Proactive - Interviews for investors

Sprott Asset Management Director, ETF Product Management Jacob White joined Steve Darling from Proactive to discuss the outlook for the silver market, highlighting recent price volatility, long-term demand drivers, and ongoing supply constraints that continue to shape the metal’s investment case. White said silver has experienced significant price swings over the past two years, climbing from an average of roughly US$24 per ounce in 2024 to as high as US$117 to US$118 per ounce in early 2026, before pulling back to around US$60 per ounce. Despite that correction, he noted that silver remains well above historical price levels. The discussion focused on silver’s unique dual role as both a monetary metal and an industrial commodity. White said the metal has benefited from many of the same macroeconomic forces that have supported gold, including central bank activity, inflation concerns, and broader fears of currency debasement. At the same time, industrial demand for silver continues to strengthen, particularly because of its unmatched electrical conductivity, which makes it a critical material in a wide range of industrial and energy applications. One of the biggest long-term demand drivers, according to White, is the rapid buildout of solar energy infrastructure and broader efforts to improve energy security. He noted that governments and companies are increasingly investing in renewable energy not only to meet environmental goals, but also to reduce dependence on external energy sources, a trend that is creating sustained incremental demand for silver. On the supply side, White pointed out that the silver market continues to face structural constraints. Most silver is produced as a byproduct of other mining operations, which limits the industry’s ability to quickly ramp up output when prices rise. As he noted, the market has now experienced seven consecutive years of supply deficits, with demand consistently outpacing new supply. Above-ground silver inventories have also declined significantly during that period, adding further support to the long-term outlook. Management believes the combination of strong industrial demand, silver’s monetary role, and persistent supply tightness continues to underpin a constructive long-term view on the silver market despite ongoing short-term volatility. #Sprott #Uranium #NuclearEnergy #Investing #HANetf #Silver #Sprott #PreciousMetals #SilverMarket #MiningStocks #CommodityMarkets #SolarEnergy #EnergyTransition #InflationHedge #ETFInvesting

Far East Gold Ltd CEO Shane Menere talked with Proactive about the company’s move to 51% ownership of its flagship Idenburg Gold Project in Papua Province, Indonesia, describing the milestone as a significant step in the company’s development pathway. The project currently hosts a JORC 2012 inferred mineral resource of about 780,000 ounces of gold at an average grade of 3.1 grams per tonne gold, which he described as “a very strong grade by global standards.” He said Far East Gold Ltd had now secured majority ownership of what it believes is one of Indonesia’s most exciting emerging gold projects, while also establishing a pathway to increase its ownership to 80%, and potentially 100% through negotiation. He also discussed progress on the Indonesian permitting pathway, including receipt of the governor’s recommendation, as well as the upcoming scoping study, which is currently under final review. Menere said the scoping study would bring together geology, metallurgy, permitting and the economic framework for the project. 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. #FarEastGold #FEG #ASXFEG #IdenburgGoldProject #GoldExploration #GoldMining #IndonesiaMining #PapuaProvince #ASXGold #GoldStocks #MiningStocks #JuniorMining #ResourceInvesting #GoldResource #ProactiveInvestors

First Graphene Ltd managing director and CEO Michael Bell talked with Proactive about the company’s completed acquisition of USA-based MITO® Material Solutions and what the deal means for its commercial expansion in the United States. The acquisition gives First Graphene an immediate US commercial platform and a broader graphene product portfolio, with opportunities across defence, aerospace, transportation and sporting goods. Bell said Haley Marie Keith, formerly chief executive officer of MITO® Material Solutions, has joined First Graphene Ltd as vice president of business development to support business operations, commercial activity and promotion in the US. The discussion also covered the scale of the company’s opportunity pipeline. Bell said FGR has added six clients in recent months, including another footwear company, and has a pipeline approaching 700 opportunities at different stages 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. #FirstGraphene #FGR #FGPHF #Graphene #MITOMaterialSolutions #AdvancedMaterials #PureGRAPH #ASXStocks #OTCQB #Aerospace #Defence #Composites #USExpansion #InvestorNews #ProactiveInvestors

Hillcrest Energy Technologies CEO Don Currie joined Steve Darling from Proactive to discuss a new Letter of Intent from Lenze SE, a major European manufacturer of industrial drive and automation systems, marking another step forward in the commercial evaluation of Hillcrest’s proprietary Zero Voltage Switching (ZVS) technology. Currie said the LOI confirms Lenze’s intention to continue evaluating Hillcrest’s ZVS technology for potential integration into its high-power inverter product lines. The next phase of work is expected to focus on assessing commercial viability and defining the potential framework for a future partnership. Lenze is a privately held, family-owned company based in Aerzen, Germany, with more than 70 years of experience in industrial drive systems and automation. The company serves customers across sectors including conveyor and material handling, packaging machinery, robotics, automotive assembly, and industrial automation, providing drive controllers, servo drives, variable frequency drives, and related systems to OEMs and industrial integrators worldwide. Hillcrest’s ZVS technology is being evaluated for use in Lenze’s inverter platforms because of its potential to improve efficiency, electromagnetic compatibility, and overall power-conversion performance in demanding industrial applications. These characteristics are particularly important in the global industrial drive market, where customers prioritize reliability, energy efficiency, and cost-effective performance. The two companies have already been working together to assess whether Hillcrest’s ZVS platform can meet Lenze’s technical specifications, manufacturing requirements, and commercial objectives. Management believes Lenze’s direct access to a broad industrial customer base makes the collaboration strategically important, as it could open the door to large-scale commercial opportunities in high-power inverter markets. #proactiveinvestors #hillcrestenergytechnologiesltd #cse #heat #ptcqb #hlrtf #DonCurrie #ElectricVehicles #EVTechnology #PowerConversion #InverterTech #IndustrialAutomation #CleanTech #Electrification #EnergyEfficiency #ManufacturingTech #ZeroVoltageSwitching

Miivo AI CEO Alex Damouni joined Steve Darling from Proactive to discuss the company’s evolution into Miivo AI and its strategy to help businesses improve productivity and decision-making through artificial intelligence. Damouni explained that the company was originally founded to help business owners gain better visibility into their operations. Its initial platform focused on giving users real-time insight into customer activity, financial performance, and operational metrics, helping companies better understand what was happening across their business. As customer needs evolved, Miivo expanded beyond reporting and analytics to develop tools that help businesses take action. One example is the company’s lead finder solution, which is designed to improve sales productivity by helping teams identify, qualify, and capture leads more efficiently. Looking ahead, Damouni said the next stage of Miivo’s strategy is the development of AI agents capable of carrying out business tasks based on user commands. These agents are intended to automate workflows across areas such as sales, finance, and operations while still maintaining human oversight. He emphasized that the goal of Miivo’s AI platform is not to replace employees, but to augment them by automating repetitive manual work. By doing so, businesses can free up staff to focus on higher-value activities, improve efficiency, and scale their ability to serve customers without sacrificing quality or control. Management believes the long-term opportunity lies in helping businesses become AI-native organizations, where intelligent software agents support day-to-day execution, decision-making, and workflow management across multiple functions. With growing demand for automation and productivity tools, Miivo AI is positioning itself as a platform that combines operational visibility, actionable insights, and AI-driven execution to help businesses work smarter and grow more efficiently. #proactiveinvestors #miivoai #tsxv #mivo #AIForBusiness #Business #ArtificialIntelligence #Fintech #AICFO #BusinessTechnology #DigitalTransformation #FinancialTechnology #CorporateGrowth #AIInnovation #BusinessStrategy

Hive Digital Technologies’ subsidiary BUZZ HPC CEO Craig Tavares joined Steve Darling from Proactive to discuss a landmark partnership with Bell Canada and Cohere that aims to establish one of Canada's most significant sovereign artificial intelligence infrastructure platforms. Tavares explained that the collaboration combines Bell AI Fabric’s national connectivity and data centre network, Cohere’s enterprise-grade large language models and AI software, and BUZZ HPC’s NVIDIA-powered GPU cloud infrastructure into a fully integrated Canadian AI ecosystem designed for enterprise and government customers. As part of the agreement, BUZZ HPC will deploy its sovereign AI cloud and GPU cluster infrastructure at Bell’s purpose-built AI facility in Merritt, British Columbia. The high-performance computing platform will provide the processing power required to support Cohere’s AI models and enterprise solutions while ensuring data remains within Canadian borders. Tavares noted that the partnership directly aligns with Canada’s national AI strategy, which emphasizes technology sovereignty, domestic infrastructure, and secure control of Canadian data. By combining Canadian connectivity, Canadian compute resources, and Canadian-developed AI models, the platform is designed to provide a secure, production-ready AI environment for organizations operating under Canadian regulatory standards. The infrastructure will be powered by renewable energy and built with ultra-low power usage effectiveness (PUE), supporting large-scale AI training and inference workloads while maintaining high operational efficiency. Management believes the partnership further strengthens BUZZ HPC’s position as a leading sovereign AI cloud provider in Canada. Together, Bell, Cohere, and BUZZ HPC are creating a comprehensive platform that integrates connectivity, data centres, compute infrastructure, cybersecurity, and professional services into a unified national AI ecosystem. For government agencies and enterprise customers, the platform offers enhanced control over data sovereignty, AI model security, governance, and performance, while ensuring critical AI infrastructure remains entirely under Canadian jurisdiction #proactiveinvestors #hivedigitaltechnologieslet #tsxv #hive #nasdaq #hive #AIInfrastructure #buzzhpc #HighPerformanceComputing #HPC #CloudComputing #DataCenters #BellCanada #Cohere #AIInfrastructure #NVIDIA #CloudComputing #CanadianTechnology

Virtuix CEO Jan Goetgeluk joined Steve Darling from Proactive to discuss the launch of Omni One for Quest, a new collaboration with Meta that brings full-body, unrestricted movement to the Meta Quest ecosystem and significantly expands Virtuix’s potential customer base. The new system will be “Made for Meta” certified and featured in the Meta Store, providing Virtuix with direct exposure to millions of active Meta Quest users worldwide. The launch represents a major milestone for the company as it integrates its proprietary omni-directional treadmill technology with one of the largest virtual and extended reality platforms in the world. Goetgeluk explained that Omni One for Quest allows users to physically walk, run, crouch, strafe, and jump in 360 degrees while playing compatible Quest games and fitness applications. Designed as a plug-and-play solution, the system combines real-world movement with virtual experiences to create a more immersive and physically engaging gaming environment. The platform is compatible with both Meta Quest 2 and Meta Quest 3 headsets, immediately opening access to a large and growing global XR audience. Users can also participate in multiplayer experiences with other Quest players, including those who do not own an Omni system. Management believes the partnership with Meta significantly enhances Virtuix’s growth prospects by bringing its technology to a much broader consumer market. The company sees increasing demand for immersive gaming, fitness, and virtual experiences as extended reality adoption continues to accelerate. The launch comes as major technology companies including Meta, Apple, and Google continue investing heavily in XR ecosystems. Industry forecasts project the global video game market could exceed $600 billion over the next decade, creating substantial opportunities for companies developing next-generation gaming and immersive technology solutions. Virtuix believes Omni One for Quest positions the company at the intersection of gaming, fitness, and immersive technology, while leveraging Meta’s extensive ecosystem to drive adoption and expand its market reach. #proactiveinvestors #virtuix #nasdaq #VTIX #Virtuix #VTIX #MetaQuest #VirtualReality #XR #GamingTechnology #OmniOne #Metaverse #VRGaming #ExtendedReality #ImmersiveTechnology

CelLBxHealth (AIM:CLBX) CEO Peter Collins joined Proactive's Stephen Gunnion to discuss the company's strategic reset, progress with its Parsortix platform, and new collaborations with major healthcare and pharma players. Collins described the first half of 2026 as "an absolute whirlwind," with the company overhauling its business, product portfolio and commercial strategy — focusing on improving circulating tumour cell (CTC) recovery and viability to support both internal programmes and external partners. New board appointments bring added commercial, diagnostics, healthcare and capital markets expertise, which Collins believes will help drive execution, particularly in the US. On partnerships, Collins highlighted AstraZeneca's interest in CTC-based analysis to support its oncology pipeline, alongside a collaboration with AdventHealth using Parsortix in two large-scale cancer studies aimed at building clinical evidence for CTC-based patient monitoring. Looking ahead, Collins pointed to growing recognition of CTCs' role in cancer biology and drug development: "CTCs are required to address critical questions that ctDNA and tissue are unable to do." He expects further partnering opportunities and progress toward clinical utility to support future growth. For more videos featuring company executives and industry leaders, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #CelLBxHealth #PeterCollins #Parsortix #CancerResearch #Oncology #Biotech #Diagnostics #CirculatingTumorCells #CTC #AstraZeneca #AdventHealth #HealthcareInnovation #PrecisionMedicine #CancerDiagnostics #LifeSciences #Biopharma #ClinicalResearch #MedicalTechnology #Investing #AIMMarket

Solvonis Therapeutics (LSE:SVNS) CEO Anthony Tennyson joined Proactive's Stephen Gunnion to discuss positive bridging pharmacokinetic data from the SVN-002 programme and what it means for the company's strategy in alcohol use disorder. Solvonis is advancing SVN-002 toward a Phase 2b trial for moderate to severe alcohol use disorder in the US, repurposing Johnson & Johnson's approved esketamine treatment Spravato via the FDA's 505(b)(2) pathway. Preclinical PK studies showed comparable exposure levels of esketamine and its metabolites via sublingual and buccal delivery compared with intranasal administration — a key step in establishing the scientific bridge the FDA requires. "We've established that esketamine delivered sublingual and buccal delivers the same exposure as esketamine delivered intranasal," Tennyson said. He pointed to a substantial commercial opportunity, with alcohol use disorder affecting around 15 million American adults, a far larger market than the treatment-resistant depression population Spravato currently serves. Tennyson said the data could support a narrower toxicology package and a faster, capital-efficient development timeline. Next steps include FDA discussions on toxicology requirements ahead of an IND application for the planned Phase 2b trial. For more Proactive interviews and market insights, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #SolvonisTherapeutics #AnthonyTennyson #SVN002 #AlcoholUseDisorder #AUD #Biotech #Pharma #DrugDevelopment #Esketamine #Spravato #ClinicalTrials #FDA #HealthcareInnovation #LifeSciences #Investing

Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5) CEO Dr Eric Leire joined Proactive's Stephen Gunnion to discuss the company's upcoming presentation at the Animal Longevity Summit in Toronto, where it will showcase results from its Age Dogs trial evaluating centenarian SIRT6 gene therapy. Leire said the invitation to present at the independent scientific event offers important external validation of Genflow's methodology and data quality, giving leading scientists and longevity researchers the chance to scrutinise the dataset. He stressed the October timing reflects the conference schedule rather than any delay, with the company continuing to analyse trial data and hold confidential discussions with animal health companies. Looking ahead, Leire said investors should watch for findings on both sarcopenia and longevity, and how results from aged dogs could translate into Genflow's human sarcopenia programme. "We demonstrated that we have efficacy in mice. Now, we demonstrated that we have efficacy in dogs," he said. "What about human and how can we extrapolate this data from this dog study into human use." For more videos featuring company leaders, industry insights and market updates, visit the Proactive YouTube channel. Don't forget to like this video, subscribe to the channel and enable notifications so you never miss future content. #GenflowBiosciences #EricLeire #SIRT6 #GeneTherapy #Longevity #AnimalLongevity #Biotech #Sarcopenia #mRNATherapeutics #mRNALNP #Acuitas #AgeDogsTrial #HealthcareInnovation #LifeSciences #ProactiveInvestors

American Resources Corp CEO Mark Jensen joined Steve Darling from Proactive to provide an update on the Phase 1 development of the Marion, Indiana rare earth and critical mineral refining campus, being advanced by the company’s affiliated minority holding, ReElement Technologies. Jensen explained that ReElement is building a refining-first, multi-element, multi-feedstock platform designed to produce high-purity rare earth and critical mineral products from recycled materials, industrial byproducts, manufacturing scrap, and primary feedstocks. The Marion facility represents the commercial-scale rollout of technology and processing capabilities that ReElement has spent more than four years validating at its Noblesville, Indiana commercial qualification facility. The first production line planned for Marion will focus on germanium and related strategic materials, sourced from both recycled and primary feedstocks. Jensen said most of the key equipment for the germanium line is already on site or in the process of being delivered and assembled, with the company targeting commercial operations in the third quarter of 2026. The Marion campus is located on approximately 42 acres and includes more than 400,000 square feet of industrial space. Phase 1 is expected to utilize between 160,000 and 200,000 square feet as the first commercial production lines are installed and commissioned, while leaving substantial room for future expansion. Phase 1 is designed as a four-line, multi-feedstock refining platform capable of processing both recycled materials and primary concentrates. Once fully commissioned, the four planned production lines are expected to provide combined annual capacity of more than 16,000 metric tons of high-purity separated rare earth and critical mineral products. Each production line is being tailored to specific feedstocks, customer requirements, and product specifications, while sharing site infrastructure and operational systems to improve flexibility, efficiency, and scalability. Production capacity is expected to be added in stages beginning in Q3 2026 and continuing through Q1 2027. Management believes Marion addresses one of the biggest bottlenecks in the critical minerals supply chain: the need for scalable, cost-efficient domestic separation and purification capacity. With the campus moving toward commercial launch, American Resources and ReElement are positioning the project as a strategic U.S. hub for rare earth and critical mineral refining. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies #BatteryRecycling #CriticalMinerals #LithiumIonBatteries #LFPBatteries #RecyclingTechnology #EnergyStorage #EVBatteries #ReElement #CircularEconomy #emco #lfp

Varon Corp CEO Benjamin Schubert joined Steve Darling from Proactive to discuss the company’s transition from the spirits industry into the rapidly growing functional beverage market and how its community-first approach is helping drive growth across its business segments. Schubert explained that Varon was originally built around developing consumer brands, drawing on his background in fashion and experience working with celebrity-backed products. While the company initially focused on spirits, it has increasingly shifted its attention toward health-conscious and performance-oriented beverage categories. A major initiative is Varon USA, a new sports drink brand scheduled to launch in June 2026. The company has already secured key retail accounts and established direct-store-delivery (DSD) distribution networks in targeted markets where it has partnerships with NBA athletes and strong community connections. Rather than following the traditional strategy of creating a product and then finding customers, Schubert said Varon built its audience first. “We've gone the complete opposite direction and found community first and created products directly tied into that demographic,” he said. The company is leveraging athlete partnerships, grassroots community engagement, and basketball-focused events to build brand awareness and accelerate retail sales. Management believes this strategy creates stronger consumer loyalty and more effective product adoption. Schubert also highlighted the continued growth of the functional beverage and wellness categories, noting that retailers are allocating more shelf space to products that support hydration, performance, recovery, and overall health as consumer demand continues to rise. Beyond Varon USA, the company maintains operations in both the spirits and wellness sectors. Schubert noted that the businesses benefit from shared distribution channels, retail relationships, and on-premise sales opportunities, creating operational synergies across the portfolio. Looking ahead, Varon plans to focus on increasing consumer engagement, driving product velocity at retail, and expanding distribution through its growing network of community partnerships and retail relationships. Management believes its combination of brand-building expertise, athlete partnerships, and community-driven marketing positions the company to capitalize on growing demand in the functional beverage market. #proactiveinvestors #otcid #otc #ozsc #FunctionalBeverages #SportsDrink #ConsumerBrands #WellnessIndustry #BeverageMarket #RetailGrowth #BrandBuilding #SportsMarketing #HealthAndWellness

Foresight Environmental Infrastructure (LSE:FGEN) investment manager Charlie Wright joined Proactive's Stephen Gunnion to discuss annual results, dividend growth and the outlook for its diversified environmental infrastructure portfolio. FGEN raised its dividend for a 12th consecutive year, with a FY27 target of 8.04p per share and dividend cover of 1.25x. Despite modest NAV per share slippage to 105.2p, the portfolio delivered a positive NAV total return of 6.2%, with shareholders receiving 7.96p in dividends over the period. Wright emphasised that growth is coming from within the existing portfolio rather than new acquisitions. "The exciting thing for us is that the opportunities are really coming from assets we already own," he said, pointing specifically to the anaerobic digestion portfolio and CNG Fuels platform, where biomethane adoption by HGV fleets is gaining momentum. The interview also touched on carbon capture investments, progress at Glasshouse, and operational developments at the Rjukan aquaculture facility in Norway. Management remains focused on operational performance, growth asset ramp-up and capital recycling to support long-term shareholder value. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications so you never miss future content. #FGEN #ForesightEnvironmentalInfrastructure #CharlieWright #InfrastructureInvestment #RenewableEnergy #EnvironmentalInfrastructure #DividendGrowth #LSE #CleanEnergy #Biomethane #CarbonCapture #AnaerobicDigestion #EnergyTransition #SustainableInvesting #InvestorUpdate