DexCom, Inc. (DXCM): Upcoming presentation at update at JPMor...

Upcoming presentation at update at JPMorgan Healthcare Conference

ranchhand71 · 2020-12-31T15:51:06.2870000Z

Upcoming presentation at update at JPMorgan Healthcare Conference may be a catalyst

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Proactive - Interviews for investors

European defense spending boom: Key investment opportunities amid global shifts

Jane Edmondson, Head of Index Product Strategy at TMXVettaFi, joined Steve Darling from Proactive to discuss the rapidly evolving global defense landscape and its investment implications. With geopolitical tensions on the rise and shifting defense priorities, investors must navigate new opportunities and risks in the sector. Edmondson highlighted Europe's unprecedented surge in defense spending, a direct response to the U.S. decision to scale back military aid to Ukraine. Central to this shift is the European Union’s €800 billion "Rearm Europe Readiness 2030" initiative, aimed at bolstering military preparedness. This includes substantial investments across key defense technologies and a dedicated €150 billion credit facility to enhance military capabilities. “There’s going to be a lot of spending to come,” Edmondson noted, emphasizing major growth areas such as artificial intelligence, cyber defense, drone technology, and advanced artillery systems. She pointed out that leading European defense firms—including Rheinmetall, BAE Systems, Thales, Dassault, and Leonardo SPA—stand to benefit significantly from this expansion. Additionally, South Korea’s Hanwha Aerospace is emerging as a key player in global defense contracts. In contrast, U.S. defense companies are experiencing headwinds due to budget cuts and canceled procurement deals, leading to a relative downturn in the sector. Another critical shift in global defense procurement is unfolding as traditional U.S. allies reconsider their defense purchases. Canada and Portugal, for instance, are re-evaluating orders for U.S.-made F-35 fighter jets in favor of alternative options, such as aircraft from Dassault Aviation. Edmondson stressed that these geopolitical realignments are creating strong economic tailwinds, particularly for Germany, which is set to invest an estimated €500 billion in defense over the next several years. She cited a recent Goldman Sachs report, which projects that half of this spending will

Proactive - Interviews for investors

DP Poland CEO Nils Gornall on Pizzeria 105 acquisition strategy

DP Poland PLC (AIM:DPP) CEO Nils Gornall talked with Proactive about the company’s acquisition of Pizzeria 105 in Poland for £8.5 million — a key step in its strategy to transition towards a franchise-led business model. Gornall explained that DP Poland is the master franchisee of Domino’s Pizza in both Poland and Croatia, and this latest acquisition boosts the company’s franchised store percentage from just 8% three years ago to over 50% today. “The best Domino’s businesses around the world are franchisee-led. That's where we need to be,” he said. Pizzeria 105 is the fourth-largest pizza chain in Poland, with 90 franchised stores. Gornall emphasised how this acquisition aligns with DP Poland’s strategy, highlighting the opportunity to bring Domino’s global brand power and systems to a well-established local operator. “We have the tools to help the franchisees really take it to that next level,” he said. Looking ahead, Gornall noted the goal of rebranding all Pizzeria 105 stores to Domino’s within 24 months, with a target of reaching 200 fully branded Domino’s outlets by late 2026 or early 2027. The transaction also adds more than 80 franchise business owners to DP Poland’s ecosystem and supports a shift toward selling down corporate-owned stores. He said the key focus now is rebranding and driving sales performance with Domino’s marketing and operational capabilities. The long-term ambition is to move from 50% to 90% franchise ownership. For more interviews and updates, visit Proactive's YouTube channel. Don’t forget to like the video, subscribe to the channel, and turn on notifications for future content. #DPoland #DominosPizza #FranchiseGrowth #PizzaMarket #PolandBusiness #DominosPoland #NilsGornall #FoodIndustry #FranchiseStrategy #Pizzeria105 #CompanyAcquisition #InvestingInPoland #FastFoodBusiness

Proactive - Interviews for investors

Lithium ION Energy secures joint venture with SureFQ to advance Urgakh Naran Lithium project

Lithium ION Energy Limited CEO Ali Haji joined Steve Darling from Proactive to announce a binding Joint Venture Agreement with SureFQ for the advancement of the Urgakh Naran lithium project in Mongolia. Under the agreement, ION will retain a 20% free carried interest through to commercial production, ensuring long-term participation in the project's success without additional financial commitments. SureFQ, a firm specializing in sustainable energy solutions and lithium resource development, will leverage its industry expertise and advanced extraction technologies to accelerate the project’s progress. As a strategic investor, SureFQ focuses on developing high-potential assets that support the global energy transition. Haji told Proactive SureFQ will provide $5.5 million in cash considerations to ION over 4.5 years. The company has committed to $8 million in development expenditures for Urgakh Naran over four years. ION Energy will maintain a 2.5% Net Smelter Return (NSR) royalty in perpetuity, ensuring a steady revenue stream from future production. Haji emphasized that ION Energy is a proven Direct Lithium Extraction (DLE) operator, focused on deploying modular extraction capacity to optimize efficiency. This partnership positions Urgakh Naran as a key lithium asset in Mongolia, furthering ION’s role in the global battery metals supply chain. #proactiveinvestors #lithiumionenergylimited #tsxv #ion #urgakhnaran #mongolia #lithium #IonEnergy #AliHaji #UrgakhNaran #SureFQ #MongoliaMining #LithiumExtraction #DLETechnology #BatteryMetals #EVSupplyChain #CriticalMinerals #MiningInvestment #ProactiveInvestors #JuniorMining

Proactive - Interviews for investors

Inspired PLC CEO Mark Dickinson breaks down FY24 highlights, net zero strategy

Inspired PLC (AIM:INSE) chief executive Mark Dickinson takes Proactive's Stephen Gunnion through the company's 2024 financial results, its ongoing mission to help clients reach net zero, and the outlook for 2025. Dickinson provided an overview of the group’s four complementary divisions: software, assurance, ESG, and optimisation. These work together to help Inspired’s B2B clients manage energy costs, comply with ESG reporting obligations, and implement real carbon reduction strategies. “The backdrop continues to be increasingly favourable for Inspired as we help those clients navigate their way through those challenges,” Dickinson said, citing continuing demand despite lower energy prices. FY24 was a year focused on strengthening the balance sheet. Dickinson said the company eliminated all contingent consideration liabilities, raised capital, and reduced net leverage from 2.59x to 1.47x adjusted EBITDA—giving the business a firmer platform for growth. The company’s non-financial KPIs also moved in a positive direction, with cross-selling increasing and more than 50% of optimisation clients returning for additional services. Inspired is now serving 420 clients with optimisation support. Looking ahead, Dickinson said trading in 2025 started in line with expectations, and the business is progressing well on previously delayed projects. He remains optimistic about the pipeline and demand drivers, particularly in energy conservation, ESG compliance, and net zero support. For more CEO interviews and company updates, visit Proactive's YouTube channel. Don’t forget to like the video, subscribe, and enable notifications so you never miss an update. #InspiredPLC #NetZero #EnergyEfficiency #ESG #CarbonReduction #SustainabilityGoals #CleanEnergy #GreenBusiness #UKStocks #ProactiveInvestors

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