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Proactive - Interviews for investors

Arizona Gold & Silver: 8 for 8 success at Philadelphia Project

Arizona Gold & Silver Inc. CEO Mike Stark takes Proactive's Stephen Gunnion through the latest drilling results at the Philadelphia Project in Arizona. Stark highlighted that the company has achieved an 8 for 8 success rate in its infill drilling program, demonstrating strong mineralization both along strike and down dip. Discussing the Rising Fawn target, he noted the consistency of grades between 1.0 to 1.5 grams per tonne, with a 50-meter-wide vein extending beyond 200 meters in depth. This consistency supports the company’s goal of developing a bulk-tonnage, low-grade, heap-leachable resource. Additionally, Stark mentioned that hole 136 could be one of the most promising yet, with visual indicators suggesting high-grade mineralization. He also confirmed that holes 137, 138, and 139 have been completed, with assay results expected soon. Looking ahead, the company remains focused on further drilling and analyzing upcoming assay results, which could influence the next phase of exploration. Stark also noted a strengthened treasury following recent warrant and option exercises, ensuring continued progress at the Philadelphia Project. Stay tuned for more updates on Arizona Gold & Silver’s drilling developments. Don’t forget to like this video, subscribe to Proactive’s YouTube channel, and turn on notifications for future insights. #GoldExploration #MiningStocks #ArizonaGold #SilverMining #DrillingResults #Investing #PreciousMetals #StockMarket #GoldInvesting #PhiladelphiaProject

Proactive - Interviews for investors

Light Science Technologies CEO on 2024 revenue growth, H2 profitability and strong outlook

Light Science Technologies Holdings PLC (AIM:LST) CEO Simon Deacon takes Proactive's Stephen Gunnion through the company’s strong financial results for 2024 and its strategic plans for the future. The company reported a 29.5% increase in revenue, reaching £12 million, up from £9.3 million the previous year. Deacon highlighted an improvement in gross margin from 23.4% to 30.3%, which has helped drive the company closer to profitability. Light Science has also expanded through acquisitions, integrating new businesses to strengthen its Agtech and Passive Fire Protection divisions. The Agtech division saw significant growth, with revenue increasing by 250%. The company now offers a broad range of solutions, including lighting, sensors, irrigation, and control systems, with a £40 million quoted pipeline. Deacon also discussed the company’s £50 million revenue target and its ambition for 20% of Agtech revenue to be recurring through software and live data services. He emphasised the company’s global strategy, forming partnerships like the recent Agrolux collaboration to expand internationally. With increasing focus on food security, climate change, and sustainability, Light Science sees strong demand for its technologies in controlled environment agriculture and broader environmental monitoring. For more updates from Light Science Technologies, subscribe to Proactive’s YouTube channel, like this video, and turn on notifications! #LightScience #Agtech #RevenueGrowth #ClimateTech #SustainableFarming #FoodSecurity #TechInnovation #PassiveFireProtection #Investment #UKBusiness

Proactive - Interviews for investors

St George Mining’s dual track growth plan

St George Mining Ltd executive chairman John Prineas talked with Kerry Stevenson at Proactive about the company's recent acquisition of the Araxá niobium and rare earths project in Brazil. The deal, completed in February, provides St George with an advanced-stage project with high-grade niobium and rare earth elements. Prineas highlighted niobium’s strategic importance, noting that it is primarily used to strengthen steel, with additional applications in medical technology, batteries, and defence. He emphasised the commodity's stable pricing due to limited global supply. The company secured A$20 million in funding to advance the project and is preparing a JORC-compliant mineral resource estimate, expected in the coming weeks. The existing data, based on historical drilling, indicates a 20-year mine life and a US$956 million NPV under a previous non-JORC study. St George aims to optimise the project for niobium, conduct further drilling, and expand the resource. Prineas also addressed Brazil's mining jurisdiction, highlighting strong government support and agreements to expedite approvals. The company is pursuing a dual-track strategy, progressing toward development while ramping up exploration drilling to expand the resource base. Stay tuned for more updates! Visit Proactive's YouTube channel for more interviews, and don’t forget to like, subscribe, and turn on notifications. #StGeorgeMining #ASXSGQ #Niobium #RareEarths #MiningStocks #JORC #BrazilMining #CriticalMetals #ResourceInvestment #BatteryMetals

Proactive - Interviews for investors

Atrato Capital on Supermarket Income REIT’s growth strategy; benefits of internalisation

Supermarket Income REIT PLC (LSE:SUPR, OTC:SUPIF) fund manager Robert Abraham and finance director Michael Perkins take Proactive's Stephen Gunnion through the company’s interim results for the six months to December 2024. Abraham highlighted the company’s strategic progress, including cost reductions through the proposed internalisation of its management team, asset disposals, and lease renewals. He noted that a recent disposal to Tesco demonstrated the value of these assets, selling at a 7% premium to book value. The lease renewals extended three short-term leases to 15 years at significantly higher rental rates, reflecting the strong demand for top-performing supermarket assets. Discussing financial benefits, Abraham explained that internalisation is expected to save the company £4 million annually, strengthening earnings and dividend cover. He also mentioned plans to explore a potential listing change to attract more investors and enhance capital access. Perkins outlined the financial performance, noting a 10% increase in net rental income to £58 million and a reduction in the upper cost ratio to 13.6%. Earnings per share rose by 3%, and the portfolio’s like-for-like valuation grew by 0.5% to £1.8 billion. The company’s loan-to-value ratio stands at 38%, ensuring financial flexibility for future strategic initiatives. Looking ahead, Abraham said Supermarket Income REIT will focus on completing the internalisation, exploring a listing change, and advancing strategic joint venture discussions. He also mentioned refinancing plans, considering long-dated bonds to align with the lease profile. Watch the full interview for more insights. For more videos, visit Proactive’s YouTube channel—don’t forget to like, subscribe, and enable notifications for future updates! #SupermarketREIT #AtratoCapital #RealEstateInvesting #CommercialProperty #DividendStocks #InvestmentNews #RetailInvesting #REIT #Tesco #StockMarket

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