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Proactive - Interviews for investors

ACG Metals CFO says hold hedge strategy is already paying off

ACG Metals Ltd chief financial officer Patrick Henze talked with Proactive's Stephen Gunnion about the company’s recently announced gold hedging strategy and its importance during ACG’s transition phase from precious to base metals. Henze explained that while ACG Metals is ultimately targeting copper production from its Gediktepe mine in Turkey by 2026, the mine currently generates strong cash flow from gold and silver. The company has moved to hedge 50% of its gold production at US$2,875 per ounce through January 2026, helping secure revenue in a volatile pricing environment. He noted: “We are currently producing gold and silver, which is a perfect transition for us to become a copper producer in ’26… we can benefit and protect a bit the cash flows by hedging the gold.” The hedge program, executed with Alpha, involves no cash outlay and allows ACG to retain upside exposure above US$3,065 per ounce on the hedged portion. Henze emphasised this strategy helps ACG provide more certainty to bondholders and equity investors by de-risking key financial metrics for 2025. The company remains unhedged on silver and copper, maintaining exposure for future upside. For more updates, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe, and turn on notifications for future content. #ACGMetals #GoldHedging #CopperTransition #GediktepeMine #MiningStrategy #GoldPrices #Commodities #CashFlowManagement #MiningInvestment #ProactiveInvestors

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

St George Mining unveils major JORC resource

St George Mining Ltd executive chairman John Prineas talked with Proactive about the company's newly announced maiden JORC resource, which he says could be among the world’s most significant niobium and rare earth deposits. Prineas said the deposit features over 500 intercepts of high-grade mineralisation and boasts a rare combination of high grades and shallow mineralisation starting at surface, supporting an open pit development. “We think, possibly the second highest niobium deposit in terms of grade and, probably one of the highest rare earth deposits,” he told Proactive. He confirmed the company has already seen interest from industry players, with some expressing interest in potential partnerships and even mergers. The resource was released following St George’s acquisition of the project in late February, and the company has committed to a drill program starting in the coming weeks. According to Prineas, this program could potentially double the existing resource. In Brazil, St George has assembled an experienced in-country team and engaged a global EPC contractor to progress mine development. The company has also begun metallurgical and downstream processing studies and believes the project will deliver a commercial-grade product, supported by decades of similar production by neighbours CBMM. 👉 For more interviews like this, visit Proactive's YouTube channel. Don’t forget to like this video, subscribe, and enable notifications so you never miss an update. #StGeorgeMining #Niobium #RareEarths #JORCResource #MiningExploration #ASX #CriticalMinerals #BrazilMining #ResourceUpdate #MineralDiscovery #JohnPrineas #ProactiveInvestors

Proactive - Interviews for investors

Buru Energy secures strategic deal for LNG development

Buru Energy Ltd CEO Thomas Nador talked with Proactive about the company’s newly announced strategic development agreement with Clean Energy Fuels Australia Pty Ltd (CEFA) to co-develop the Rafael Gas Project. Nador explained that CEFA brings strong midstream and downstream capabilities, backed by I Squared Capital, which manages around $40 billion in assets. "They bring the right credentials, to look after the downstream and midstream elements of the project," he said. Buru, meanwhile, will focus on the upstream side of the Rafael development. The deal is described as a “watershed moment” for the company, as it provides a clear pathway toward developing a long-term gas and condensate business in northwest Western Australia—an area currently dependent on imported energy. Under the agreement, CEFA will fund, build, and operate a small-scale LNG facility on-site, with Buru paying a processing fee over the life of the project. This significantly reduces Buru’s capital exposure to only the upstream infrastructure—namely, two wells, one of which is already in place. A final investment decision is expected in late 2025 or early 2026, with first cash flows anticipated in the second half of 2027. According to Nador, the projected annual free cash flow from the Rafael development is expected to surpass the company’s current market capitalization. For more insights like this, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe, and enable notifications for future updates. #BuruEnergy #RafaelGasProject #LNGDevelopment #AustralianEnergy #CleanEnergy #GasExploration #CEFA #ThomasNador #ProactiveInvestors #ASXEnergy #NaturalGas #EnergyInfrastructure #I2Capital #UpstreamEnergy #MidstreamDevelopment

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