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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.
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CoTec CEO Julian Treger highlights Lac Jeannine growth and resource recovery strategy
5d ago00:05:18Tap to summarizeCoTec CEO Julian Treger joined Steve Darling from Proactive to discuss the company's growth strategy following an updated Preliminary Economic Assessment (PEA) for the Lac Jeannine project and continued progress across its portfolio of resource recovery technologies. During the interview, Treger explained that CoTec has built its business around acquiring and deploying disruptive technologies that unlock value from mining waste, tailings, and other overlooked resources. The company's approach focuses on recovering minerals that traditional mining operations often leave behind. Treger noted that CoTec currently controls six proprietary technologies capable of processing fine materials, hard rock deposits, and low-grade resources. In addition, the company is advancing a rare earth magnet recycling business based on technology originally developed in the United Kingdom. A key focus for investors is the Lac Jeannine project, where an updated PEA followed the completion of drilling across the entire property. Treger said the initial assessment was based on drilling completed on only half of the site, while the latest work has significantly expanded the project's scale and potential. According to Treger, Lac Jeannine has "roughly doubled in size" following the additional drilling. He also pointed to further upside opportunities through beneficiation processes and potential pellet production technologies that could enhance the project's overall economics. Discussing the asset's value, Treger highlighted CoTec's low-cost option structure for acquiring exposure to Lac Jeannine relative to the project's estimated net present value. He stated that "just the value of Lac Jeannine is almost the whole value of CoTec," underscoring management's view of the project's significance within the company's portfolio. Beyond iron ore, CoTec is also expanding its presence in the copper sector. Treger noted that the company recently announced the formation of CoTec Copper through a joint venture with a copper mining company operating in the Democratic Republic of Congo. Looking ahead, management believes one of the most significant near-term catalysts will be the advancement of its magnet recycling business. Treger said milestones such as a construction decision for the first recycling facility, securing feedstock and offtake agreements, and appointing bankers to support a potential IPO could serve as important value drivers. CoTec's broader strategy is aligned with increasing demand for critical minerals and growing efforts by Western nations to strengthen domestic supply chains. Management believes its technology-driven approach to resource recovery and recycling positions the company to capitalize on these long-term industry trends. #proactiveinvestors #cotecholdings #tsxv #cth #otcqb #cthcf #juliantreger #IronOre #MiningNews #QuebecMining #ResourceExpansion #CriticalMinerals #SustainableMining #MineDevelopment #IronConcentrate #MiningInnovation
Transcribe →EnergyPathways secures major MESH milestones with ABP partnership and gas storage licence
5d ago00:06:44Tap to summarizeEnergyPathways CEO Ben Clube joined Steve Darling from Proactive to announce two significant developments for the company’s flagship Marram Energy Storage Hub (MESH) project, including a strategic collaboration agreement with Associated British Ports (ABP) and confirmation that its wholly owned subsidiary, EnergyPathways Irish Sea Limited, is set to be awarded a Gas Storage Licence (GSL) by the North Sea Transition Authority. Clube described the announcements as major steps forward in advancing what is expected to become Britain’s largest integrated energy storage project. Designated a project of “national significance” by the UK Government, MESH is designed to strengthen the country’s energy security, support the transition to cleaner energy sources, and help reduce long-term energy costs for consumers and industry. The collaboration agreement with ABP, the UK’s largest ports group, will see the two companies jointly evaluate the Port of Barrow in Cumbria as a potential location for critical onshore infrastructure supporting the MESH development. Located in the Irish Sea and connected to Barrow-in-Furness, the project combines compressed air energy storage (CAES) with large-scale natural gas and hydrogen storage, utilizing offshore salt cavern infrastructure to create a highly scalable and cost-effective energy storage solution. Under the agreement, EnergyPathways and ABP will assess the feasibility of developing a range of facilities at the Port of Barrow, including a CAES operations base, natural gas and hydrogen storage operations centres, and key connection infrastructure linking offshore storage assets to onshore energy networks. These facilities are expected to play a central role in supporting future project operations and ensuring efficient integration with the UK’s energy system. Alongside the ABP partnership, EnergyPathways announced that EnergyPathways Irish Sea Limited is expected to receive a Gas Storage Licence from the North Sea Transition Authority. The licence covers a substantial offshore area capable of supporting the development of up to 60 large-scale salt storage caverns, providing the potential for multi-terawatt-hour energy storage capacity. Management believes the licence represents a critical regulatory milestone for MESH, reinforcing the project's strategic importance within the UK's future energy infrastructure. The large-scale storage capacity could support not only natural gas storage but also future hydrogen storage and compressed air energy storage applications, helping address intermittency challenges associated with renewable energy generation while improving long-term energy resilience. Subject to the necessary approvals and financing, EnergyPathways is targeting MESH to enter operation in 2031. The company believes the project has the potential to become one of Europe's most important integrated energy storage developments, providing critical infrastructure to support decarbonization, energy security, and industrial growth for decades to come. #proactiveinvestors #energypathways #aim #epp #energy #MESH #EnergyStorage #Hydrogen #CompressedAirEnergyStorage #CleanEnergy #UKEnergy #EnergySecurity #AssociatedBritishPorts #RenewableEnergy
Transcribe →Arizona Gold & Silver advances Philadelphia Project with strong drilling momentum
5d ago00:03:29Tap to summarizeArizona Gold and Silver CEO Mike Stark joined Steve Darling from Proactive at the company’s Philadelphia project in Arizona to provide an update on ongoing drilling activity, permitting progress, and the broader development outlook for the highly prospective exploration asset. Stark reported that drilling at hole 169 was nearing completion and continued to show encouraging visual indications within the drill core, reinforcing management’s confidence in the expanding mineralized system at the project. He noted that interest in the Philadelphia property remains strong, with the company recently hosting another interested party at the site as exploration and development activity continues to accelerate. The company remains focused on expanding mineralization surrounding drill hole 156, which Stark described as Arizona Gold & Silver’s “best hole ever.” Follow-up drilling in the area has continued to produce encouraging results, including the identification of a vein system measuring approximately 165 metres wide. Management believes the area surrounding hole 156 may represent a key growth zone capable of supporting additional discoveries and potentially expanding the overall scale of the mineralized system. Arizona Gold & Silver is currently drilling from Bureau of Land Management (BLM) pad two while simultaneously preparing for future exploration work from pad ten. Once final permits are received, the company intends to test mineralization beneath hole 156 in an effort to further evaluate the depth potential and continuity of the high-grade zone. Stark indicated that the permitting process is progressing well and suggested final approval could arrive in the near term. The company also continues to work closely with the Bureau of Land Management to secure additional approvals that would support expanded drilling operations across the property. Stark described recent discussions with regulators as constructive and positive, emphasizing that the company has encountered “no red flags” during the permitting process. Management believes continued permitting progress could serve as an important catalyst as exploration advances. Financially, Stark said Arizona Gold & Silver remains in a strong position to continue executing its exploration strategy. He stated that the company is well-funded with an estimated “two-to-three-year runway” following advancement of the Sorbie transaction, which he said was nearing completion after recent discussions with the Toronto Stock Exchange. Infrastructure remains another important strategic advantage for the Philadelphia project. Stark highlighted the property’s proximity to essential infrastructure, including nearby access to power, water, and transportation networks located approximately six miles from the site. These factors could become increasingly important should continued drilling success support future development scenarios. #proactiveinvestors #arizonagoldandsilverinc #tsxv #azs #otcqb #azasf #GoldExploration #PhiladelphiaProject #GoldDrilling #BLMPermits #GoldExplorationAZ #MiningInfrastructure #DrillHole156 #JuniorGoldStocks #ArizonaMiningNews #PreciousMetalsInvesting
Transcribe →American Rare Earths launches feasibility drilling at Cowboy State Mine on Halleck Creek project
6d ago00:04:22Tap to summarizeAmerican Rare Earths CEO Mark Wall joined Steve Darling from Proactive to announce the start of the company’s 2026 exploration drilling program at the Cowboy State Mine within the Halleck Creek Rare Earths Project in Wyoming. The new campaign represents the beginning of feasibility-level drilling designed to support advancement toward a Definitive Feasibility Study (DFS) at what is believed to be the largest known rare earth deposit in the United States based on total rare earth oxide content. Wall explained that the program is intended to establish the geological, geotechnical, and engineering foundation necessary for future mine planning and reserve development. The company plans to complete approximately 3,050 metres of HQ core drilling across 19 drill holes focused on the Red Mountain area of the project. Drilling officially commenced on May 13, 2026, and is expected to continue through mid-July. According to the company, the program is anticipated to generate approximately 1,045 core samples for laboratory assay testing. Remaining core material will be preserved for additional technical work, including geotechnical, hydrological, environmental, and metallurgical studies that will contribute to the DFS process and future mine design considerations. American Rare Earths also noted that all drill holes will undergo detailed geophysical logging, including optical and acoustic televiewer surveys where appropriate. These studies are expected to support advanced geomechanical analysis and provide important data related to rock structure, stability, and engineering requirements for potential future mining operations. Nine of the planned core holes are positioned on the top of Red Mountain and are specifically targeting higher-grade mineralized zones expected to contribute to the first five years of planned production, as outlined in the Cowboy State Mine pre-feasibility study pit shells. The company said these holes are designed to support future ore reserve estimation and improve confidence in the early-stage mine plan as work progresses toward the DFS. An additional ten core holes will be drilled around the base of Red Mountain, where previous channel sampling and recent geological mapping identified areas of potentially higher-grade mineralization. Management believes these holes could help further define and expand mineralized zones while improving the company’s understanding of the broader deposit geometry and continuity. #proactiveinvestors #americanrareearthslimited #asx #arr #otcqx #arrnf #adr #amrry #wyomingrareinc #HalleckCreek #RareEarths #RareEarths #CriticalMinerals #MiningNews #HalleckCreek #WyomingMining #RareEarthElements #EnergyTransition #ExplorationDrilling #USMining
Transcribe →American Resources Expands Battery Recycling Platform with New Shredding Line
6d ago00:04:50Tap to summarizeAmerican Resources Corp CEO Mark Jensen joined Steve Darling from Proactive to announce that the company’s wholly owned subsidiary, Electrified Materials Corporation (EMCO), has procured its initial battery shredding line as part of a major expansion of its domestic battery recycling and critical mineral processing platform. The new system is designed to enhance EMCO’s ability to safely process lithium-ion batteries and produce conditioned battery feedstocks that can be supplied to ReElement Technologies Corporation for downstream separation, purification, and refining. Management described the addition as another important step toward building an integrated domestic supply chain for critical battery materials in the United States. Jensen explained that the battery shredding line complements EMCO’s existing capabilities in processing and conditioning recovered magnet materials, copper, aluminum, and ferrous metals sourced from end-of-life products and manufacturing scrap. The new battery processing capacity expands the company’s ability to manage end-of-life, off-warranty, and off-spec lithium-ion batteries through safe disposition, shredding, pre-processing, and conditioning services. The company’s initial focus will center on lithium iron phosphate (LFP) battery chemistry, which has become one of the fastest-growing segments of the global battery market. LFP batteries are increasingly used in electric vehicles, stationary energy storage systems, commercial transportation fleets, industrial equipment, and other high-volume electrification applications due to their lower cost profile, long cycle life, improved thermal stability, and reduced dependence on nickel and cobalt. Despite the rapid growth of LFP adoption, recycling these batteries has historically presented economic challenges because they lack the higher concentrations of nickel and cobalt commonly found in other lithium-ion battery chemistries. Jensen noted that EMCO and ReElement believe their integrated platform helps solve this issue by creating a viable recycling model based primarily on lithium recovery economics rather than relying on higher-value metals. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies #BatteryRecycling #CriticalMinerals #LithiumIonBatteries #LFPBatteries #RecyclingTechnology #EnergyStorage #EVBatteries #ReElement #CircularEconomy #emco #lfp
Transcribe →RC Fornax reports strong revenue momentum and expanding defence pipeline
6d ago00:06:48Tap to summarizeRC Fornax CFO Rob Shepherd joined Steve Darling from Proactive to discuss the company’s unaudited interim results for the six months ended 28 February 2026, highlighting improving revenue momentum, growing order conversion, and increasing visibility into the second half of the financial year. The company reported revenue of £2.2 million for H1 FY26, compared with a restated £2.5 million in H1 FY25. Management emphasized that revenue during the period was 40% ahead of H2 FY25 revenue of £1.6 million, reflecting accelerating pipeline conversion and strengthening customer demand. RC Fornax also achieved an average month-on-month revenue increase of 26% during the reporting period, demonstrating growing operational momentum. A significant component of the company’s strategy continues to center on expanding higher-value outcome-based services. These services represented 72% of the company’s revenue mix during H1 FY26, compared with 52% in the comparable prior-year period. Management noted that the increase aligns closely with the strategic objectives outlined at the time of the company’s IPO and supports efforts to build a more scalable, higher-margin business model. Gross profit for the period remained steady at approximately £0.7 million, while gross margin improved to 31% from 27% a year earlier. According to the company, the stronger margin performance reflects a more favorable delivery mix and improving operational leverage as revenue growth continues. The company also strengthened its financial position during the period, ending February 2026 with cash of £1.8 million, compared with £0.9 million at 31 August 2025. The improved balance sheet follows the successful completion of a £2.1 million net equity fundraise in December 2025, providing additional financial flexibility to support strategic growth initiatives. Operationally, RC Fornax secured £4.1 million in new orders, including contracts subject to final agreement, and extensions during the first half of FY26. Management described the performance as clear evidence of pipeline conversion and growing customer engagement. Among the key developments was a contract award from a UK public sector space client, representing meaningful diversification beyond the company’s traditional Ministry of Defence-focused activities. The company also announced unconditional acceptance by the Aurora Engineering Partnership as a Specialist Provider on the Evolve Engineering Delivery Partnership Provider Network, a major UK defence engineering framework expected to create additional long-term opportunities. Reeves noted that development of the company’s SME Procure platform continues to progress on schedule, with commercialisation targeted during FY26. Management believes the platform could become an additional growth driver as the company expands its broader defence and engineering services ecosystem. #proactiveinvestors #rcfornaxplc #aim #rcfx #DefenceIndustry #Engineering #UKDefence #Aerospace #DefenceTechnology #FinancialResults #GrowthStrategy #PublicSector #TechnologyServices
Transcribe →Nextech3D.ai appoints industry veteran Jesse Carrillo as VP of Sales
6d ago00:04:53Tap to summarizeNextech3D.ai CEO Evan Gappelberg joined Steve Darling from Proactive to announce the appointment of Jesse Carrillo as the company’s new Vice President of Sales, a move management believes represents an important milestone in strengthening sales execution and accelerating revenue growth across its expanding technology portfolio. Gappelberg explained that Carrillo brings more than 15 years of experience within the event technology and enterprise sales sectors, including three years with Blackstone-backed Cvent, one of the leading global event management and hospitality technology platforms. The company believes his extensive background provides Nextech3D.ai with valuable expertise in enterprise customer acquisition, event industry operations, and scalable go-to-market sales strategies within the rapidly evolving global events market. According to Gappelberg, Carrillo’s experience working within large-scale event ecosystems positions him well to help Nextech3D.ai further expand adoption of its AI-powered event technology solutions. His knowledge of enterprise customer requirements, strategic account management, and event technology infrastructure is expected to support the company’s efforts to deepen relationships with both existing and prospective clients. Beyond his event industry expertise, Carrillo has also demonstrated success in building, managing, and scaling high-performing sales organizations. Throughout his career, he has led enterprise commercial growth initiatives designed to drive recurring revenue expansion and improve customer engagement, experience that Nextech3D.ai believes will be highly valuable as the company continues to scale. In his new role, Carrillo will oversee Nextech3D.ai’s global sales organization and lead initiatives focused on expanding enterprise customer relationships, driving new client acquisition, and executing a broader land-and-expand strategy across existing accounts. The company also expects him to play a key role in increasing monetization opportunities across several of Nextech3D.ai’s business platforms, including Eventdex, Map D, and Krafty Labs. #proactiveinvestors #nextech3d.al #otcqx #nexcf #cse #ntar #EvanGappelberg #EventTech #KraftyLabs #EventTechnology #AI #ExperientialMarketing #HybridEvents #VirtualEvents #EventMarketing #ExperienceEconomy EnterpriseSales #TechLeadership #RevenueGrowth #AIInnovation #DigitalTransformation #EventIndustry #BusinessTechnology #cvent #jessecarillo
Transcribe →EMV Capital advances XF-73 toward late-stage trials for surgical infection prevention
6d ago00:10:19Tap to summarizeEMV Capital CEO Dr. Ilian Iliev and Executive Chairman Nigel Brooksby joined Steve Darling from Proactive to discuss the company’s progress in advancing XF-73, an antimicrobial drug candidate designed to help prevent surgical site infections. The program represents an important step in addressing a significant healthcare challenge, particularly as hospitals and healthcare systems continue searching for more effective approaches to reduce infection risks and improve patient outcomes. XF-73 is being developed as a first-in-class topical antimicrobial treatment intended to rapidly eliminate harmful bacteria before surgery. The therapy targets bacteria commonly found in the nasal cavity that can contribute to post-surgical infections and complications. Management highlighted that a previous Phase 2 clinical study demonstrated a 99.5% reduction in bacterial nasal carriage within just 24 hours among surgical patients, providing encouraging support for the treatment’s potential effectiveness. The company acquired XF-73 and related intellectual property from Destiny Pharma in September 2025 through its Morai Acquisitions vehicle, which was subsequently renamed AMR Bio. Following the transaction, EMV Capital completed a funding round of approximately £1.3 million aimed at supporting the establishment and continued development of the new business. Brooke explained that several important regulatory milestones are expected to drive progress for the program. Planned near-term activities include filing an Investigational New Drug application for XF-73 Nasal, preparing for a Phase 3 trial, qualifying Infectious Disease Product designation, and advancing discussions with the U.S. Food and Drug Administration. The company also announced that Cardinal Health has been appointed as AMR Bio’s U.S. regulatory agent to assist with FDA submission processes. Beyond the United States, the company noted progress on international regulatory efforts. The United Kingdom’s Medicines and Healthcare Products Regulatory Agency has granted Accelerated Access status for XF-73 under its Innovative Licensing and Access Pathway, a designation designed to support the development and availability of promising healthcare technologies. AMR Bio’s broader development plans include securing additional FDA guidance regarding the Phase 3 pathway, building manufacturing capabilities to support commercialization, and exploring partnership opportunities that could help accelerate market expansion and adoption. The company also sees potential applications for the technology beyond surgical infection prevention. Future development could include topical and dermatological formulations targeting severe wounds, skin infections, diabetic ulcers, and trauma-related conditions, creating a potentially broader platform opportunity. The commercial opportunity surrounding antimicrobial and infection prevention technologies remains significant. The global surgical site infection market was estimated at approximately $8.37 billion in 2025 and is projected to grow to around $17.95 billion by 2034. Within the United States alone, AMR Bio estimates that peak sales opportunities could exceed $1 billion annually across breast, cardiac, and orthopedic surgery patient populations. #proactiveinvestors #emvcapitalplc #aim #emvc #AMRBio #Biotech #Antimicrobial #HealthcareInnovation #ClinicalTrials #DrugDevelopment #SurgicalCare #MedicalResearch #InfectionPrevention
Transcribe →Arrow Exploration reports strong Q1 growth as production and cash flow climb
6d ago00:06:22Tap to summarizeArrow Exploration CEO Marshall Abbott joined Steve Darling from Proactive to discuss the company’s strong first-quarter 2026 financial and operational results, highlighting continued production growth, rising revenues, and ongoing drilling success across its Colombian assets. Abbott said Arrow delivered average corporate production of 4,715 barrels of oil equivalent per day during the quarter, reflecting the company’s continued operational momentum and development progress. The stronger production profile helped drive total oil and natural gas revenue, net of royalties, to $23.5 million for the three months ended March 31, 2026, representing a 21% increase compared with the same period in 2025. The company also reported significant growth in profitability and cash generation. Adjusted EBITDA reached $14.1 million during the quarter, up 22% from approximately $11.5 million reported in the first quarter of 2025. Arrow also achieved strong realized corporate oil operating netbacks of $41.05 per barrel, underscoring the efficiency and profitability of its production base. Abbott noted that Arrow generated operating cash flow of $13.6 million during the quarter and ended Q1 2026 with a solid cash position of $14.2 million. The company additionally reported net income of $5.2 million, reflecting continued financial strength as it advances development activities across its portfolio. Operationally, Arrow continued to expand activity within the Mateguafa Attic field located on the Tapir Block in Colombia. During the quarter, the company successfully drilled three additional development wells in the Mateguafa Attic area, supporting ongoing production growth and reservoir development objectives. Abbott also provided an update regarding the company’s ongoing discussions with Colombian authorities surrounding the extension of the Tapir Block license. He said the company continues to engage constructively with regulators and believes it is well-positioned to secure the extension after satisfying all relevant technical and operational requirements. Arrow indicated it will continue updating the market as discussions progress. In addition, the company recently spud the IC-2 well at its Icaco field, which management expects to place on production within the coming weeks. Following IC-2, Arrow plans to continue drilling additional development wells at Icaco while also carrying out recompletion work on several Mateguafa Attic wells during the second quarter of 2026. Abbott emphasized that the company remains focused on disciplined operational execution, maintaining strong cash flow generation, and expanding production through continued development drilling across its core Colombian assets. #proactiveinvestors #arrowexplorationinc #aim #axl #tsxv #axl #ColombiaEnergy #MarshallAbbott #Mateguafa #LlanosBasin #ColombiaOil #OilProduction #OilAndGas #EnergyNews #ColombiaEnergy #OilProduction #EnergyStocks #Drilling #NaturalGas #OperationalUpdate #CashFlow
Transcribe →Standard Uranium expands Davidson River drill program ahead of summer campaign
1w ago00:04:08Tap to summarizeStandard Uranium CEO Jon Bey joined Steve Darling from Proactive to provide an update on the company’s flagship Davidson River Project in Saskatchewan’s Athabasca Basin, highlighting plans to significantly expand the upcoming 2026 summer drill program as the company accelerates exploration efforts at the highly prospective uranium property. Bey explained that Standard Uranium intends to use proceeds from a newly announced capital raise to substantially increase the number of metres drilled during the upcoming campaign. The expanded exploration program will focus on multiple high-priority target areas across the Warrior, Bronco, and Thunderbird conductor corridors at Davidson River, where the company believes there is strong potential for the discovery of basement-hosted high-grade uranium mineralization. The company is now entering what Bey described as the final operational phase ahead of the first drill program at Davidson River since 2022. Preparatory work has advanced considerably, with exploration targets finalized, permits secured, and key operational agreements completed. Standard Uranium has also signed an Exploration Agreement with the Clearwater River Dene Nation, an important step in maintaining strong local partnerships and supporting responsible project development in the region. In addition, major contractors required for the program have already been secured, positioning the company to move quickly as drilling operations commence. Bey noted that the upcoming campaign represents an important milestone for the company as it seeks to advance Davidson River toward a potential discovery. The 2026 drill program is specifically targeting basement-hosted uranium mineralization located along the same regional structural trends that host some of the Athabasca Basin’s most significant uranium discoveries. These include NexGen Energy’s Arrow deposit and Paladin Energy’s Triple R deposit, both of which have helped establish the region as one of the world’s premier uranium jurisdictions. To support the larger exploration campaign, Standard Uranium announced plans to raise gross proceeds of up to $4 million through a financing consisting of units. Each unit will include one common share and one-half of one common share purchase warrant. Each whole warrant will allow the holder to purchase an additional common share of the company at a price of $0.15 for a period of 36 months following the closing of the offering. #proactiveinvestors #standarduraniumltd #tsxv #stnd #otcqb #sttdf #mining #uranium #DavidsonRiver #RocasProject #UraniumExploration #AthabascaBasin #HighGradeUranium #CriticalMinerals #DrillingProgram #Geophysics #MachineLearning #ALS_GoldSpot #ExplorationUpdate #SaskatchewanMining #ResourceDiscovery #NuclearEnergy
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