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Proactive - Interviews for investors

Alpha HPA eyes global demand with stage 2 facility

Alpha HPA Ltd Managing Director Rob Williamson talked with Proactive at the AIM Small and Midcap conference about how the company is redefining aluminum purification through its novel solvent extraction technology. Alpha HPA is producing high-purity aluminum materials for advanced industries such as semiconductors, lithium-ion batteries, direct lithium extraction, and LED technologies. Williamson explained that while solvent extraction has been used in industries like copper and rare earths, Alpha HPA is the first to apply it to aluminum purification, allowing for significantly reduced energy input and improved sustainability. Williamson said, “We can produce our materials at a 70% lower carbon footprint compared to incumbent manufacturers.” This aligns with growing global demand for cleaner technologies and supports the energy transition. The company recently signed a letter of intent with a customer in the semiconductor market, targeting an alloy used in polishing silicon carbide wafers. The product is 50% more efficient than alternatives, and Williamson noted the Stage 2 facility, currently under construction, is expected to have 10,000 tonnes of annual capacity to meet rising demand. With a compelling cost structure and an average sales price of around USD 25 per kilo versus a material input cost of approximately USD 500 per tonne, Alpha HPA believes it is well-positioned for strong margins and market growth. #AlphaHPA #AluminumPurification #Semiconductors #GreenTechnology #EnergyTransition #HighPurityAluminum #CleanTech #BatteryMaterials #SustainableManufacturing #Stage2Facility

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

COSOL Sees U.S. market as key growth driver

COSOL Limited Managing Director Scott McGowan talked with Proactive at AIM's Small and Midcap Conference about the company’s role in driving operational efficiency across asset-intensive industries. COSOL Limited works with organisations in mining, oil and gas, utilities, and public infrastructure to enhance the performance of their physical assets. McGowan explained the company’s core service as unlocking value by helping clients reduce costs through better asset management. “We look at ways that we can save them real dollars to be able to manage that asset more effectively,” he said. The company’s client list includes major names such as Glencore, Rio Tinto, BHP, and several government departments. COSOL provides the systems and processes behind the scenes to manage these organisations’ equipment and facilities, potentially impacting hundreds of millions in operational costs. Even a 2–3% improvement, McGowan said, “makes a significant difference to their bottom line.” COSOL has grown revenue from AUD 30 million to over AUD 110 million since listing. It is now targeting organic growth in the mid-teens and exploring earnings-accretive acquisitions. McGowan also highlighted COSOL’s presence in the U.S., describing it as the company’s largest potential market, where current operations may be expanded through acquisition. #COSOL #ASXStocks #ScottMcGowan #AssetManagement #MiningTech #Utilities #PublicInfrastructure #OperationalEfficiency #DataSolutions #IndustrialSoftware #GrowthStocks #USExpansion #InvestingInTech -

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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