Advanced Micro Devices Inc (AMD): so much for THAT

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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

Candel Therapeutics shares positive survival data for investigational immunotherapy in NSCLC

Candel Therapeutics CEO Dr. Paul Peter Tak joined Steve Darling from Proactive to announce final survival data from a Phase 2a clinical trial evaluating the company’s investigational immunotherapy in patients with stage III/IV non-small cell lung cancer (NSCLC) who had an inadequate response to immune checkpoint inhibitor (ICI) treatment. The study reported a median overall survival (mOS) of 24.5 months in 46 evaluable patients who received two courses of the investigational therapy. In a subset of patients who had progressive disease at baseline despite ICI treatment, mOS was 21.5 months. Historically, similar patients receiving standard-of-care chemotherapy have had mOS between 9.8 and 11.8 months, with published studies rarely exceeding 12 months. With a median follow-up of 32.4 months, the data demonstrated long-term survival benefits, with 37% of patients who had progressive disease despite ICI therapy still alive two years after treatment. Based on these positive results, Candel Therapeutics will continue advancing the development program, including preparations for a potential registrational trial in patients with non-squamous histology NSCLC. The U.S. Food and Drug Administration (FDA) has previously granted Fast Track Designation for the investigational therapy in combination with an antiviral agent and ICI therapy for patients with stage III/IV NSCLC who are resistant to first-line PD-(L)1 inhibitors and do not have activating molecular driver mutations or have progressed on targeted therapy. These findings support the therapy’s potential as a new treatment option for NSCLC patients with limited alternatives. #proactiveinvestors #candeltherapeuticsinc #nasdaq #cadl #CancerTreatment #ViralTherapy #ProstateCancer #PancreaticCancer #Glioblastoma #PaulPeterTak #ClinicalTrials #BiotechNews #Immunotherapy #Oncology #CancerResearch

Proactive - Interviews for investors

Atrato Partners on Social Housing REIT (SOHO): strategy, debt and dividend outlook

Atrato Partners, the newly appointed Investment Manager of Social Housing REIT (SOHO) talked with Proactive's Stephen Gunnion about the current state of the specialised supported housing sector and how the company is tackling key challenges within its portfolio. Fund manager Adrian D'Enrico was joined by Michael Carey and Natalie Markham, offering a comprehensive update on SOHO’s operational and financial performance. D'Enrico addressed common misconceptions about the sector, clarifying that it is not temporary or homeless accommodation, but instead provides long-term homes for adults with care needs. “A misconception as well is that specialised supported housing is a passive investment based on the long lease,” he explained, underlining the importance of resident occupancy and the operational real estate nature of the assets. Carey detailed the steps taken to resolve issues with Parasol and My Space Housing Solutions, including lease transfers to stronger providers, which are expected to improve rent collection. “We’ve collected 72% of the contracted amount so far with Westmoreland, and we’re confident we’ll meet our target,” he said. Markham reviewed the FY24 results, noting that while net tangible assets declined to £0.99 per share, rent collection stood at 93% and the company maintains strong debt metrics with an average maturity of 8.6 years and a 2.74% all-in cost. For more updates like this, head to Proactive's YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss future content. #SocialHousing #REIT #AtratoPartners #SOHO #SpecialisedSupportedHousing #IncomeSecurity #RealEstateInvestment #DividendStocks #UKHousing #InvestorUpdate #PropertyPortfolio #ESGInvesting

Proactive - Interviews for investors

Acusensus talks global expansion and growth drivers

Acusensus Ltd Managing Director talked with Proactive at AIM's Small and Midcap Conference about the company’s progress in road safety technology, its global expansion, and the upcoming launch of a new product line aimed at road worker protection. Alex Jannink, Managing Director and Co-founder of Acusensus, explained how the company pioneered enforcement cameras targeting behaviours like mobile phone use and seatbelt compliance. “We supply these automated enforcement cameras...and we receive a fixed monthly fee essentially for those services,” he said, outlining the company's outsourced business model under long-term government contracts. While 93% of revenues currently come from Australia, Jannink confirmed growth is underway internationally, with active customers in the United States and United Kingdom. Acusensus has also secured a nationwide speed enforcement contract in New Zealand, expected to contribute significantly from the next financial year. Jannink highlighted the broader social mission behind the business: “The whole goal of the company is to change behaviours and to save lives.” He pointed to strong behavioural impacts from previous deployments, including a six-fold drop in mobile phone use and a 21% reduction in road fatalities in New South Wales. A new road worker safety product line is also in development and, according to Jannink, “can be as large as the enforcement business.” #Acusensus #RoadSafety #AItechnology #TrafficEnforcement #DriverSafety #ASXStocks #GovernmentContracts #InfrastructureSafety #SmartCameras #RoadWorkerProtection #AutonomousTech #InvestSmart #PublicSafetyTech

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