Freddie Mac-No Politics (FMCC): MSLSD interview.

MSLSD interview. https://youtu.be/7rF-LfcXqGw?si=aSNLFh8920w20t7I

tuzedaze · 2025-04-02T03:25:07.2870000Z

MSLSD interview. https://youtu.be/7rF-LfcXqGw?si=aSNLFh8920w20t7I

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5min

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

Trevi Therapeutics advances cough treatment pipeline, eyes key clinical milestones

Trevi Therapeutics CEO Jennifer Good joined Steve Darling from Proactive to discuss the company’s progress in advancing its cough treatment pipeline using nalbuphine, a mixed agonist-antagonist opioid. Originally developed for acute indications, nalbuphine is now being repurposed due to its dual mechanism of action, working both peripherally in the lungs and centrally in the brainstem, offering a novel approach to treating chronic cough disorders. Trevi initially explored multiple indications, including skin conditions caused by severe itching and neurological cough. However, compelling clinical data led the company to focus on cough-related indications. Good explained, “We thought our drug was different because not only does it work peripherally in the lung, it works centrally at the brain, which mediates coughing and breathing.” The company is now targeting three key areas: interstitial lung diseases (including idiopathic pulmonary fibrosis, or IPF), refractory chronic cough (RCC), and other neurological cough conditions. Following promising Phase 2a results in RCC—an area where many previous drug candidates have failed—Trevi is preparing for a Phase 2b dose-ranging study. If successful, only one pivotal study may be required before regulatory filing. Good also highlighted Trevi’s strong financial position, noting that the company has sufficient cash runway to support its current studies through the second half of 2026, including further development in RCC and IPF. #proactiveinvestors #trevitherapeuticsinc #nasdaq #trvi #JenniferGood #Nalbuphine #ChronicCough #RefractoryCough #Phase2aResults #BiotechNews #PharmaPipeline #IPF #ClinicalTrials #CoughTreatment #NeurologicalDisorders #ProactiveInvestors

Proactive - Interviews for investors

Element 25 delivers positive Tokyo Bay Scoping Study

Element 25 managing director Justin Brown talked with Proactive about the recent completion of the Tokyo Bay HPMSM Facility Scoping Study in partnership with Nissin Chemical Corporation. The company said the results of the scoping study were positive enough to justify advancing the project to the pre-feasibility stage. Brown explained that the Tokyo Bay site offers unique advantages, including a co-located sulfuric acid plant, deepwater port access, and supporting infrastructure critical for high-purity manganese sulfate production. “We took our learnings from the detailed work we’ve done in Louisiana… and converted them to a Japanese setting,” Brown said. He also noted that Japan's regulatory and geopolitical environment makes it an ideal location for refining and supplying the local battery market. Looking ahead, Brown confirmed that Element 25 and Nissin Chemical will conduct deeper engineering and cost analysis under their existing MOU, with a final investment decision targeted for June 2026. The next milestone will be the pre-feasibility study, expected later this year. Brown also discussed how the Tokyo Bay project fits into the company’s broader “design one, build many” strategy, which aims to establish a global network of refineries fed by ethically sourced manganese from Element 25’s Butcherbird mine. In addition to activity in Japan, Brown highlighted ongoing work in Europe and updates on the Butcherbird expansion and Louisiana project, with construction planned to commence later this year. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe to the channel, and turn on notifications so you never miss an update. #Element25 #Manganese #BatteryMetals #TokyoBay #CriticalMinerals #EVSupplyChain #HPMSM #ButcherbirdProject #CleanEnergyMaterials #JapanRefinery #MiningNews #GreenMetals #ProactiveInvestors

Proactive - Interviews for investors

How Beforepay’s AI model drives strong returns

Beforepay Group Ltd Finance Manager Shreya Prakash talked with Proactive about the company’s dual focus on domestic consumer lending and enterprise software through its Carrington Labs division. She explained that Beforepay’s core product—a pay advance offering—provides short-term loans with a fixed 5% fee and no hidden costs, aiming to support Australians with transparent and ethical lending. Prakash said, “The most common reason people borrow from us is not because they want to go for a vacation... but to tide them over that short-term cash flow pinch.” She highlighted that this flagship product, launched in 2020, remains central to the business and differentiates itself through its ethical model and efficient cost structure. Carrington Labs, the company’s AI and analytics arm, is productising the risk models that power Beforepay and expanding operations in the US. Prakash noted that the company is writing around 40,000 loans with just 50 staff, underlining a strong operational efficiency. Billy Cheung, also from the finance team, added that Beforepay became profitable in the first half of FY23. He reported revenue approaching A$20 million and net profit of A$2.8 million in H1 FY25. Notably, the company reduced net defaults from around 3% to just 1.1%, attributing this to improved credit risk models. Cheung also mentioned growth in personal loan offerings and continued investment into Carrington Labs. While Beforepay’s main focus remains on the Australian market, the company is actively expanding Carrington Labs internationally, particularly in the US. Visit Proactive’s YouTube channel for more videos, and don’t forget to give the video a like, subscribe to the channel and enable notifications for future content. #Beforepay #ASXB4P #FintechAustralia #EthicalLending #PayAdvance #CarringtonLabs #AIinFinance #ConsumerLending #PersonalFinance #FinancialWellbeing #InvestorUpdate #ProactiveInvestors #FinanceInterview #ASXStocks #FintechNews

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