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Proactive - Interviews for investors

SomnoMed lifts revenue 19% amid soaring demand

SomnoMed CO-CEOs Amrita Blickstead and Karen Borg talked with Proactive about the company’s performance and opportunities in the global sleep apnea treatment market. The company, which develops proprietary oral appliances for obstructive sleep apnea, is seeing significant demand as patients seek alternatives to traditional CPAP therapy. “About 60% of people fail to be able to use actual CPAP therapy because it’s quite invasive,” Borg explained. SomnoMed’s devices offer a less intrusive solution and are distributed through dental channels in 28 countries, with strong uptake in the United States and Western Europe. The co-CEOs discussed a major tailwind from the rising use of GLP-1 therapies for weight loss, which is pushing more patients to explore alternative sleep apnea treatments. Increased public awareness of sleep wellness through apps and consumer health trends is also fueling demand. To meet this growth, Blickstead said their immediate focus was on ensuring “the right foundation for profitable growth.” This included strengthening the company’s financial base, reducing costs, paying down debt, and investing heavily in manufacturing. Production capacity has increased by over 40%, with revenue up 19% year-on-year and EBITDA for the first half reaching AUD 5.80 million, compared to a AUD 1.10 million loss previously. Despite these gains, Blickstead noted they are still “chasing our tails and trying to make enough product to continue to grow this business.” #SomnoMed #SleepApnea #OralAppliance #HealthcareInnovation #CPAPAlternative #GLP1 #SleepTech #MedicalDevices #HealthInvesting #ProactiveInvestors

Proactive - Interviews for investors

Structural Monitoring Systems: 20% growth & cash flow milestone

Structural Monitoring Systems Executive Chairman and CEO Ross Love talked with Proactive about the company’s aviation-focused growth strategy, recent product developments, and financial performance. Love explained that the company operates across three segments: avionics for special mission fleets, contract manufacturing, and the development of CVM (Comparative Vacuum Monitoring) technology for detecting microscopic cracks in metal structures. He noted, “The investment case is this is a business that will grow at around about 20% a year plus or minus.” One of the highlights discussed was the launch of a compact version of their digital audio system, which is tailored for emergency services and aerial firefighting fleets. These products are increasingly in demand, with installations underway across North America, including for California’s CAL FIRE — the largest aerial firefighting fleet. Love also detailed their expansion into South America, which is facilitated by similar infrastructure to the North American market. He said, “We supply most of the critical flights across North America… we’re making inroads into Europe and into South America.” On the financial front, Love highlighted that the company has doubled in size over the last two and a half years and is now operating with positive cash flow for the first time, following a successful capital raise of over $8 million. The company expects its first commercial revenues from CVM technology in the first quarter of the next financial year. #StructuralMonitoringSystems #AviationTechnology #CVMTechnology #AerialFirefighting #EmergencyServices #AerospaceInnovation #PositiveCashFlow #ASXSMN #AviationGrowth #DigitalAudioSystem #SouthAmericaExpansion

Proactive - Interviews for investors

Sintana Energy advances Orange Basin portfolio with key exploration updates

Sintana Energy CEO Robert Bose recently spoke with Steve Darling from Proactive to provide a comprehensive update on the company’s Orange Basin assets, highlighting significant progress across PEL 83, PEL 90, PEL 87, and PEL 82. Bose sahred positive results from the Mopane 3-X well on PEL 83, operated by Galp. The well, which targeted new AVO anomalies 10 and 13, delivered better-than-expected results across nearly every parameter, confirming the presence of high-quality oil and condensate. This discovery has the potential to establish a new development hub, positioning PEL 83 as a key asset in the basin. Moving forward, activity will focus on evaluating partnership opportunities, with Galp expected to seek new partners in the coming quarters. The first Chevron-operated well on PEL 90 did not encounter commercial hydrocarbons but was still regarded as a technical success. Bose emphasized the company’s confidence in the exploration potential of the block, noting that the joint venture partners plan to return for further drilling later this year. Bose also provided an update on PEL 87’s Saturn Superfan prospect, where Woodside Energy chose not to proceed after completing a 3D seismic survey. Despite this, Sintana remains highly optimistic and is now in discussions with alternative supermajor partners. “We’re very excited about opening up the doors to larger, potential partners,” Bose stated, highlighting the continued confidence in the asset’s potential. Chevron has officially completed its farm-in at PEL 82, located in the Walvis Basin, paving the way for drilling operations next year. Bose also pointed to the growing political support for oil and gas development in Namibia, with upstream regulatory oversight now moved directly under the President’s office—a move he called “a huge step forward” for the industry. This shift reinforces the government’s commitment to fostering a thriving energy sector that could significantly contribute to national GDP growth. #pro

Proactive - Interviews for investors

Qualitas funds soar as banks step back

Qualitas Ltd Group Managing Director Andrew Schwartz talked with Proactive at the AIM's Small and Midcap conference about the company's differentiated position in Australia's real estate investment management landscape. Andrew Schwartz explained that Qualitas operates at scale, supported by large institutional capital. “Some of those investors literally commit amounts of 1.7 billion and above to Qualitas,” he said, noting the firm can fund projects with hundreds of millions—territory once dominated by traditional banks. Schwartz highlighted the company’s deep property expertise, developed over decades, as a key driver of performance. He said, “We are deep sector, deep dive property people,” which allows them to manage funds based not just on lending metrics but also on underlying property fundamentals. The conversation also addressed Qualitas’ notable growth in funds management revenue since its 2021 IPO. Schwartz attributed this to structural shifts in the Australian finance market, where banks still represent 77% of a AU$477 billion sector—but their share is shrinking. “We’ve really got the benefit of filling a void in the market that the bank market just can’t fill,” he said. Roughly 80% of Qualitas' activities are in the housing sector, financing large-scale residential projects rather than retail home loans. Schwartz said the persistent supply shortage, despite rising interest rates, underpins property values and creates strong demand for capital. #Qualitas #RealEstateInvestment #InstitutionalCapital #AustralianHousing #PropertyFinance #AndrewSchwartz #HousingShortage #ASX #FundsManagement #ProactiveInvestors

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