Proactive - Interviews for investors
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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First Phosphate secures letter of interest for up to €170M in project financing support
First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to announce that the company has received a letter of interest from Denmark’s Export Credit Agency (EIFO) for up to €170 million in equipment and services financing for its igneous phosphate mine project in Saguenay–Lac-Saint-Jean, Quebec. Passalacqua explained that EIFO, which is backed by the Danish state, provides guarantees that are effectively considered AAA-rated. These guarantees support banks financing the project, with EIFO expected to participate on a pro rata and pari passu basis alongside other senior lenders. He noted that EIFO has extensive global experience in export and pr...
Ilika targets e-bike boom with Brompton battery collaboration
Ilika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A) CEO Graeme Purdy joined Proactive's Stephen Gunnion to discuss the company's collaboration with Brompton Bicycle and what it means for the commercial rollout of its Goliath solid-state battery technology. Purdy explained that while Goliath is primarily developed for electric vehicles, Ilika's 10Ah prototypes are now being applied to e-bikes — a natural fit given the technology's energy density and safety credentials. Reduced battery weight improves range and portability, making Goliath well-suited to Brompton's foldable design and multi-modal transport use case. An intrinsically safe battery also removes a key barrier for e-bikes carried on...
Arecor Therapeutics CEO on FY25 highlights and progress with AT278 and GLP-1 programmes
Arecor Therapeutics PLC (AIM:AREC) CEO Sarah Howell talked with Proactive’s Stephen Gunnion about the company’s progress in developing next-generation treatments for diabetes and other cardio metabolic diseases, with a particular focus on its lead insulin candidate AT278 and its oral peptide delivery platform. Howell explained that Arecor is advancing AT278, an ultra-concentrated, ultra-rapid-acting insulin designed for use in automated insulin delivery (AID) systems. The company is targeting a significant unmet need among patients requiring intensive insulin therapy, particularly those who struggle with current pump limitations. She noted: “AT278 is the only insulin that meets this profile… and of cours...
Rift Helium targets AIM debut with scalable Tanzania project
Rift Helium plc (AIM:RIFT) CEO Charles FitzRoy talked with Proactive’s Stephen Gunnion about the company’s upcoming AIM listing, its strategic helium assets in Tanzania, and the growing importance of primary helium supply in global markets. FitzRoy outlined how Rift Helium is positioning itself as a key player in a sector where over 90% of supply is currently produced as a byproduct of natural gas. He explained: “Over 90% of the worlds helium currently is produced as a byproduct of natural gas… Rift is not associated with hydrocarbons… it is going to be primarily helium.” This distinction underpins the company’s strategy to...
Quantum Blockchain Technologies CEO explains Sipiem recovery action, next steps
Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) CEO Francesco Gardin talked with Proactive's Stephen Gunnion about the latest developments in the company’s legal recovery efforts and ongoing proceedings involving multiple defendants. Gardin opened with a positive update regarding Mediapolis, explaining that after a lengthy bankruptcy process, the company has now reached a settlement. He confirmed that QBT is set to receive 10% of the proceeds, amounting to €132,000, with payment expected within the next 60 days. The discussion then turned to the concept of court-supervised liquidation under Italian law. Gardin described this as a process similar to private bankruptcy, where a cour...
PT Asset Management's Sean Dranfield on bonds: income & yield curve insights
PT Asset Management CEO Sean Dranfield talked with Proactive's Stephen Gunnion about the current bond market environment, highlighting why he believes conditions are increasingly attractive for investors despite geopolitical uncertainty and shifting rate expectations. Dranfield explained that recent geopolitical events, including tensions involving Iran, have had a surprisingly muted impact on bond markets. He noted that both interest rates and credit spreads have seen only modest movement, reinforcing the difficulty of predicting market direction. He said this underscores the importance of focusing on fundamentals rather than forecasts. A key theme of the discussion was the opportunity at the long end...
NanoViricides files for Rare Pediatric Disease Designation for Measles Drug
NanoViricides CEO Dr Anil Diwan joined Steve Darling from Proactive to announce that the company has filed an application for Rare Pediatric Disease Drug Designation with the U.S. FDA’s Office of Orphan Products Development for NV-387 as a treatment for measles. The RPDD application is expected to be combined with the company’s previously submitted Orphan Drug Designation application for NV-387, filed in February 2026, as part of a broader regulatory strategy to advance the drug candidate. If granted, the designation would make NanoViricides eligible for a Priority Review Voucher upon approval of NV-387. PRVs are tradable assets that have...
Delta earnings and strong travel demand point to airline ETF opportunity
U.S. Global Investors CEO Frank Holmes joined Steve Darling from Proactive to discuss the strength of global travel demand and what it means for airline investments and the Jets ETF. Holmes highlighted that despite ongoing geopolitical tensions and rising fuel costs, the airline industry continues to perform strongly, pointing to record quarterly revenue reported by Delta Air Lines as a key example. He described the sector’s performance as a positive signal for the broader economy, noting, “It’s like the canary in the coal mine, but in a good way… global travel demand is just strong.” Airlines have been able...
TNR Gold chair on Altius C$4.2M investment, Mariana royalty flow, Los Azules & Shotgun projects
TNR Gold Corp (TSX-V:TNR, FRA:TNW, OTC:TRRXF) executive chairman Kirill Klip talked with Proactive's Stephen Gunnion about the company’s latest strategic milestone following a C$4.2 million investment from Altius Minerals, a major Canadian royalty company. Klip described the investment as a strong endorsement of TNR Gold’s long-term strategy, noting that Altius has taken a non-control position of 23.5 million shares. He said: “It’s a strategic non-control position that signals confidence in our company,” highlighting the significance of backing from a well-established player in the mining royalty sector. The announcement triggered a strong market response, with TNR Gold’s sha...
Rome Resources CEO on strongest tin intercepts yet at Kalayi
Rome Resources Plc (AIM:RMR, FRA:33R) CEO Paul Barrett talked with Proactive's Stephen Gunnion about the company’s latest drilling results from the Kalayi prospect in the Democratic Republic of Congo, highlighting what he described as the strongest intercepts achieved to date. Barrett explained that the recent campaign, which covered over 3,000 metres of drilling, focused largely on Kalayi and delivered significantly wider intercepts than previously seen. He noted that “5 or 6 of the holes in this sequence have been much, much better… in terms of the widths of the intercepts,” pointing to encouraging signs for the project’s scale. The company ha...
