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Proactive - Interviews for investors

Actinogen targets $20B Alzheimer’s market with Xanamem

Actinogen Medical Ltd Managing Director and CEO Dr Stephen Gourlay talked with Proactive at the AIM's Small and Midcap conference about the company’s lead asset, Xanamem, and its development in Alzheimer’s disease and depression. Dr Gourlay explained that Xanamem is an oral, once-a-day drug designed to modulate cortisol levels in the brain without interfering with the body’s essential stress response. “We’ve also shown some positive data, you know, phase two and depression as well, which is very exciting because that validates its mechanism,” he said. He outlined the commercial opportunity in both Alzheimer’s and depression. While depression is more prevalent, the Alzheimer's market offers larger potential revenue. He noted that current treatments either have side effects or provide only temporary cognitive improvement, whereas Xanamem could modify the disease course with a better safety profile. Dr Gourlay discussed Actinogen’s recent momentum, including positive results in a depression trial, a number of peer-reviewed publications, and the upcoming interim analysis from its Alzheimer’s trial in Australia and the US. He said, “The upside from a positive Alzheimer’s trial is completely massive… a multi-billion dollar asset.” The company is currently trading below the total investment into drug development, which Dr Gourlay described as a compelling investment case. #Actinogen #Xanamem #AlzheimersResearch #DepressionTreatment #BiotechStocks #ClinicalTrials #Neuroscience #PharmaInnovation #ASX #ProactiveInvestors

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

Newmark Security CEO on growth drivers, expanding D2E model globally

Newmark Security PLC CEO Marie-Claire Dwek talked with Proactive's Stephen Gunnion about the company’s latest trading update, which highlighted stronger revenue performance in the second half of the financial year. Dwek said the growth was primarily driven by the Human Capital Management (HCM) division, especially in North America, where both hardware and service-related sales have increased. She explained, “The more clocks we sell, the more recurring revenue we sell, the more services we sell.” This growth model is being further supported by a Direct to End user approach, with active integrations already in place with Oracle and Workday, and further development underway with SAP. Dwek also spoke about their efforts to diversify, including moves into lower-cost market segments, which are typically dominated by Chinese manufacturers. This allows Newmark to capture new customer groups while maintaining service-based revenue opportunities. Outside North America, Newmark continues to see growth in Europe, citing customers like Marks & Spencer and Protime. The company is also building pipeline opportunities in collaboration with Oracle and is working on exclusivity in North America with one partner. Dwek described this as “a whole new market for us that was previously untapped.” For more interviews and updates, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications for future content. #NewmarkSecurity #MarieClaireDwek #HCM #EnterpriseSoftware #RecurringRevenue #OracleIntegration #Workday #SAPIntegration #WorkforceManagement #TechGrowth #NorthAmericaExpansion #SecuritySolutions #HumanCapitalManagement #ProactiveInvestors #D2EModel

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

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