Reconnaissance Energy Africa Ltd (RECAF): News on yahoo f

Play Episode

7min

Proactive - Interviews for investors

Chesnara CEO discusses strong 2024 results, dividend growth and M&A outlook

Chesnara PLC (LSE:CSN) CEO Steve Murray talked to Proactive's Stephen Gunnion about the company’s strong 2024 full-year results, highlighting robust cash generation and consistent dividend growth. Murray highlighted that Chesnara generated £60 million in cash over the year, providing strong dividend coverage and supporting its 20-year track record of uninterrupted dividend growth. The business also increased its overall value and maintained a strong solvency position. The interview also covered Chesnara’s acquisition strategy, with Murray detailing the second Canada Life deal, which delivered an uplift in economic value to £11 million—higher than the £8 million initially expected—off a £2 million consideration. He explained that Chesnara currently holds around £200 million in acquisition firepower, supported by a solvency capital ratio of 203%. Murray described the current M&A pipeline as “positive,” noting that a reduction in private equity competition is opening up new opportunities in the UK and Benelux. He also commented on broader macroeconomic conditions, noting that despite some volatility, Chesnara’s long-term outlook remains stable due to natural hedges and long-duration contracts. Looking ahead to 2025, Murray reiterated Chesnara’s confidence in maintaining dividend growth, underpinned by strong visibility on future cash flows well above required commitments. For more CEO interviews and investor insights, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe to our channel, and hit the notification bell so you never miss an update. #Chesnara #InsuranceStocks #DividendGrowth #MergersAndAcquisitions #CashGeneration #UKStocks #BeneluxMarkets #CanadaLifeDeal #FinancialResults #InvestorUpdates #ProactiveInvestors

Proactive - Interviews for investors

Cordiant Digital Infrastructure Management chair on capital strategy & growth focus

Cordiant Digital Infrastructure Ltd (LSE:CORD) Chairman Steven Marshall talked with Proactive's Stephen Gunnion about the company’s capital allocation strategy and growth outlook, particularly in the context of rising interest rates and macroeconomic pressures. Marshall highlighted how Cordiant Digital has strategically invested in cash-generative assets within two of Europe’s fastest-growing economies—Poland and the Czech Republic. “We can actually buy small bolt-on businesses, we can invest in organic growth, which actually is at a much lower cost than actually the buyback rates that we're getting,” Marshall said. The company has balanced yield and reinvestment, maintaining a dividend yield just under 5%, which is currently covered 1.8 times by free cash flow. Marshall explained the business has focused on acquiring quality mid-market assets with strong management teams and brand value. Looking ahead, Cordiant Digital aims to continue growing its portfolio through bolt-on acquisitions and organic investments, such as expanding distributed antenna broadband networks in Prague and Warsaw, and further developing data centre and mobile tower infrastructure in Poland. Marshall indicated the company is unlikely to pursue additional share buybacks in the short term, preferring to direct capital towards growth opportunities offering better long-term returns. Visit Proactive's YouTube channel for more interviews and insights. Don't forget to like this video, subscribe to the channel, and turn on notifications to stay updated. #CordiantDigital #InfrastructureInvestment #DigitalGrowth #DividendStocks #EmergingMarkets #PolandInvestment #CzechRepublic #CapitalAllocation #TelecomInfrastructure #DataCenters #InvestorUpdate

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

Proactive - Interviews for investors

Genflow Biosciences CEO welcomes new investment; outlines dog longevity trial

Genflow Biosciences PLC CEO Dr Eric Leire talked with Proactive's Stephen Gunnion about a pivotal new direction for the company as it initiates a clinical trial focused on improving aging in dogs. Leire described the trial as a natural evolution from Genflow's previous success in mice, noting the commercial appeal of the canine market. “There is nothing to improve really the quality of life of our aging dogs,” he said, adding that the study meets a significant unmet need. The trial will run for one year, with six months of treatment followed by six months of assessment. It's being managed by independent contract research organisation Syngene. Leire emphasised the scientific rigour of the trial, which is controlled, randomised and includes both aesthetic and biological endpoints. These include coat quality, mitochondrial function, and methylation clocks — all of which have potential crossover value for human applications. Leire also highlighted the company’s differentiated approach compared to US competitors using repurposed drugs like metformin. Genflow, he said, is pursuing gene therapy with the potential for greater impact. The investment supporting the trial, although limited in size, is seen as a strategic vote of confidence, bringing in credible investors from outside the UK, including the US. Leire described the initiative as a major step that could generate near-term revenue and redefine the company’s biotech positioning. For more company updates, visit Proactive's YouTube channel. Don’t forget to like the video, subscribe to the channel, and hit the notification bell for future content. #GenflowBiosciences #GeneTherapy #DogAging #BiotechInvestment #LongevityResearch #Mitochondria #PetHealth #ClinicalTrials #AgingDogs #BiotechNews

Followers	37
Posts	6211
Boards Moderated	1
Alias Born	11/15/2005

Volume:	283,573
Day Range:	0.35 - 0.3747
Bid:	0.35
Ask:	0.4085
Last Trade Time:	4:40:58 PM EDT
Total Trades:	131

Volume
Day Range:
Bid Price
Ask Price
Last Trade Time:

Boards:

Quotes:

Boards

News

Market Data

Markets

Discover

Discover

Boards:

Quotes:

RECAF Detailed Quote

Boards:

Quotes:

Boards

News

Market Data

Markets

Discover

Discover

Boards:

Quotes:

Go Ad-Free