Vineyard National Bank Preferred (fka VNBAQ) : .O19zzz falling here fishyyyyyy fishyyyy...

.O19zzz falling here fishyyyyyy fishyyyyyyy

BIG BALLER · 2009-07-20T19:26:36.4900000Z

.O19zzz falling here fishyyyyyy fishyyyyyyy

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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

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

MP Evans posts record 2024 results, eyes growth

MP Evans Group PLC (AIM:MPE) CEO Matthew Coulson takes Proactive's Stephen Gunnion through the company’s record results for 2024 and the strong start to 2025. MP Evans Group reported a robust financial performance in 2024, with Coulson confirming a record profit and a 66% increase in earnings per share. “It’s been a fantastic year for the group,” Coulson said, noting that high pricing supported the result, with prices averaging around $820 per tonne for the year. The company processed 1.6 million tonnes of crop in 2024, maintaining output despite weather-related challenges in Indonesia. Coulson highlighted this achievement in context: while Indonesia saw a slight national decline in crop yield, MP Evans sustained high volumes, reflecting operational resilience. Planting activity also continued across its operations, particularly in South Sumatra and East Kalimantan. The company expects to exceed 11,000 hectares planted at its Musi Rawas estate in early 2025, while its ABK site in East Kalimantan is set for more extensive development this year. Coulson also noted a milestone in sustainability, with over 250,000 tonnes of certified sustainable output processed across the company’s six mills in 2024. Looking ahead, he said 2025 had started positively, with pricing in the first two months averaging $870 per tonne, and the company is actively exploring acquisition opportunities. Visit Proactive’s YouTube channel for more insightful interviews. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss an update. #MPEvans #PalmOil #Agribusiness #SustainableFarming #IndonesiaAgriculture #CropProduction #AgricultureInvestment #ESGInvesting #DividendStocks #CommoditiesMarket #ProactiveInvestors

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

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