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Proactive - Interviews for investors

Greatland Gold's Shaun Day on Telfer Reserve & Havieron expansion plans

Greatland Gold PLC managing director Shaun Day talked with Proactive about the company’s updated ore reserve for the Telfer gold-copper mine and its forward-looking development strategy. Day outlined the release of a 712,000-ounce gold and 23,000-tonne copper ore reserve for Telfer, achieved just five months post-acquisition. This comes on the heels of a 3.2 million ounce resource estimate, collectively taking the total resource base, including Havieron, beyond 10.0 million ounces. “This is really built on the back of Michael Thompson and his team,” Day said, noting the speed and scale of the update. He emphasized that the reserve confirms continuity at Telfer as Havieron ramps up, avoiding any production gap. Day also discussed the two-year dual-train production outlook through FY27 and emphasized the production and cost benefits expected once Havieron, a significantly higher-grade and lower-cost asset, is integrated. An updated feasibility study aims to expand Havieron from 2.8 to 4–4.5 million tonnes per annum, potentially via conveyor infrastructure to enhance economics and ESG performance. Looking ahead, Day pointed to opportunities to extend mine life, increase drilling, and develop the West Dome Underground. “The team is really humming right now,” he said. Visit Proactive’s YouTube channel for more videos like this. Don’t forget to like this video, subscribe to the channel, and enable notifications for future content. #GreatlandGold #ShaunDay #TelferMine #Havieron #GoldMining #CopperMining #MiningUpdate #FeasibilityStudy #ASXMining #MineralResources #GoldInvesting #MiningDevelopment #ResourceUpdate

Proactive - Interviews for investors

New Era Helium advances strategic development plans across Helium and AI infrastructure operations

New Era Helium CEO Will Gray joined Steve Darling from Proactive to provide a detailed operational update and outline the company’s forward-looking development strategy. Gray highlighted ongoing progress across multiple business fronts, including the Pecos Slope Plant project, helium offtake planning, and the company's parallel expansion into AI-driven infrastructure through its joint venture, Texas Critical Data Centers, LLC (TCDC). At the Pecos Slope Field, New Era Helium is actively engaged with its midstream gatherer and processor following a recent transition in both the ownership and management of that third-party entity. Discussions remain constructive, with NEH focused on securing an outcome that is both operationally efficient and financially beneficial. However, Gray acknowledged that as a result of these negotiations, along with delays in securing project financing during the company’s recent de-SPAC process, the construction timeline for the Pecos Slope Plant has been extended. To mitigate potential delays and maintain momentum toward monetization, NEH has initiated contingency planning for helium offtake agreements. These efforts are running in parallel with construction timelines and are designed to ensure flexibility in commercial arrangements. The company remains in active dialogue with current counterparties while exploring new agreements to unlock long-term value and ensure a robust path to revenue generation from its helium assets. NEH stands out as one of only two companies trading on a major U.S. exchange with both proved and probable helium reserves, positioning it as a rare and de-risked opportunity in the helium investment landscape. Despite current production from its properties, the company is not receiving payment under its existing marketing agreement, which has surpassed its primary term and now operates on a month-to-month basis. The company is evaluating its options to optimize the commercial structure moving forward. Beyond its he

Proactive - Interviews for investors

HANetf’s Tom Bailey on Future of European Defence UCITS ETF (ARMY)

HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the launch of the new Future of European Defence UCITS ETF (LSE:ARMY, XETRA:ARMY, EURONEXT:ARMY). Bailey explained the rationale behind launching a regionally focused fund, following the success of HANetf’s Global Future of Defence UCITS ETF (NATO). He said: “We think for many investors it kind of resonates with that whole theme of building up your defence sector via a European ETF with a European company.” Bailey noted that European defence spending rose by 11.7% between 2023 and 2024, outpacing global growth of 7.5%, with Germany’s own spend increasing 23%. This uptick is attributed to geopolitical shifts and the drive for strategic autonomy. Bailey highlighted a growing preference within Europe to source defence equipment domestically, reducing reliance on US firms, which currently account for around 60% of European defence procurement. He also pointed to political developments in the US, including recent tariff announcements and perceived isolationist policies, as reinforcing Europe's need for self-reliance in defence. The ARMY ETF is currently listed on the London Stock Exchange, Xetra (Germany), and Euronext Paris, with plans to launch in Italy. Bailey emphasised HANetf’s identity as a European company as central to the ETF’s appeal and alignment with strategic autonomy objectives. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and turn on notifications for the latest updates. #HANetf #ARMYETF #EuropeanDefence #DefenseSpending #StrategicAutonomy #ETFinvesting #TomBailey #NATOETF #EUstocks #MilitaryETF #EuropeanMarkets #Geopolitics #InvestorInsights #DefenseStocks

Proactive - Interviews for investors

GoviEx Uranium publishes draft environmental submission as Muntanga project gains momentum

GoviEx Uranium Inc CEO Daniel Major talked with Proactive's Stephen Gunnion about the company’s latest milestone—the submission of a draft Environmental and Social Impact Assessment (ESIA) for its Muntanga uranium project in Zambia. This filing follows the completion of a feasibility study that defined the project’s structure and has triggered the next phase of regulatory review. “We now wait for ZEMA, the Zambian Environmental Management Agency, to come back with their comments,” Major said, expressing confidence in the clean design and minimal environmental issues identified so far. He added that the company hopes to receive approvals in the third or fourth quarter of this year, potentially allowing construction to commence, pending financing. Major also emphasised Muntanga’s strategic position as one of the few near-term uranium projects that could help address an anticipated supply deficit from 2029 onwards. Citing the latest Red Book report, he noted that while uranium resources are ample, there is a shortfall of ready-to-develop projects. He also addressed current uranium pricing, stressing the need for both spot and long-term prices to rise above $80 to incentivise new development. “Prices have got to go higher. And they have to be built,” he said, referring to new uranium projects. For more videos like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and turn on notifications for future updates. #GoviExUranium #UraniumMining #MuntangaProject #NuclearEnergy #ZambiaMining #UraniumPrices #EnergySupply #ESIA #UraniumProjects #ProactiveInvestors

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