Bitwise Asset Management on Bitcoin near record highs, reduced volatility, NEAR Staking ETP launch

Templeton Emerging Markets Investment Trust PLC (LSE:TEM) Vice President, Senior Product Specialist Sri Chandran joined Stephen Gunnion in the Proactive studio to discuss the trust's approach to investing in global emerging markets. TEMIT, the UK’s oldest and largest emerging markets investment trust, aims to deliver long-term capital appreciation by investing in companies across developing economies. Chandran explained that emerging markets are forecast to outperform developed markets in terms of economic growth, driven by demographic trends and consumption tailwinds, for instance. “This is not the asset class of the past,” Chandran said, noting improvements in corporate governance, lower debt levels relative to developed markets, and the rise of innovative businesses such as technology firms powering the digital revolution. He highlighted TEMIT’s selective, bottom-up stock-picking strategy that focuses on businesses capable of sustaining earnings power and trading at a discount. The portfolio typically holds around 80 high-conviction stocks, including TSMC and SK Hynix in semiconductors, and ICICI Bank in India, for instance. Chandran also addressed TEMIT’s differentiators: a deep local research footprint with over 70 professionals, an experienced portfolio management team, and consistent historic outperformance of the index. The trust trades at what he described as a “triple discount”—the asset class, the portfolio, and the trust’s market price all offering value. For more videos like this, be sure to visit Proactive’s YouTube channel. Don’t forget to give the video a like, subscribe to the channel, and enable notifications so you never miss an update. #EmergingMarkets #TEMIT #FranklinTempleton #GlobalInvesting #InvestmentTrust #TSMC #SKHynix #ICICIBank #EquityInvesting #StockMarket #DividendInvesting #LongTermGrowth #ProactiveInvestors

Galliford Try Holdings PLC (LSE:GFRD) Chief Financial Officer Kris Hampson takes Proactive's Stephen Gunnion through the company's trading update and future growth prospects. Hampson explained that Galliford Try has grown by roughly a third over the last two years, driven by strong performance in highways and water infrastructure. "We expect that to grow towards £2.2 billion over the next five years," he noted. Galliford Try is a UK-based tier one construction company focused on essential economic and social infrastructure such as schools, prisons, roads and water networks. Around 90% of its work is secured through long-term frameworks with government and regulated utilities. A key focus of the discussion was the transition from AMP7 to AMP8, with Hampson highlighting that AMP8 is set to double in value to approximately £104 billion. Galliford Try works with every major water company and is engaged on around 36 frameworks, positioning the business strongly as AMP8 ramps up. The company also reported an order book rising to £4.1 billion, up 8% year-on-year. Hampson said margins are improving, with the aim of reaching 3% by 2026 and potentially 4% longer term as higher-margin specialist acquisitions scale up. Visit Proactive’s YouTube channel for more videos. Don’t forget to give the video a like, subscribe to the channel, and enable notifications for future content. #GallifordTry #WaterInfrastructure #AMP8 #ConstructionUK #HighwaysProjects #InfrastructureGrowth #CFOInsights #UKConstruction #TradingUpdate #ProactiveInvestors

Celadon Pharmaceuticals PLC (AIM:CEL) CEO and co-founder James Short talked with Proactive's Stephen Gunnion about the company’s strategic plans, including a potential delisting from AIM and the development of its proprietary API (active pharmaceutical ingredient). He noted, “The delisting is something that we've been looking at for several months now. We feel that the market that the business is on is not the right market for Celadon currently.” Short clarified that the company secured a £1.5 million debt facility and is considering a £20 million convertible loan to support its operations and upcoming product launches. He also discussed delays in the Valeos contract due to regulatory hurdles but expressed optimism about starting to generate revenue in the first half of next year. The proprietary API is expected to be produced through a joint venture with a UK contract manufacturer, enabling Celadon Pharmaceuticals to scale without significant capital expenditure. Short emphasised that the top priority over the next 12 months is rebuilding valuation and strengthening the company’s position as a pharmaceutical. For more interviews and updates, visit Proactive's YouTube channel. Don't forget to like the video, subscribe to the channel, and enable notifications to stay informed about future content. #CeladonPharmaceuticals #CannabinoidMedicines #AIMDelisting #PharmaceuticalInnovation #UKCannabisIndustry #JamesShort #InvestorUpdate #CannabinoidAPI #CapitalRaising #BiotechInvesting

Plexus Holdings PLC (AIM:POS) CEO Craig Hendrie talked with Proactive's Stephen Gunnion about the company’s focus on rental wellhead operations and strategic growth in the Middle East. Hendrie explained that over the past year, Plexus reoriented its strategy to prioritise the rental wellhead business, putting complex products on hold to accelerate the path to sustained profitability. He noted the £3.5 million fundraising completed in March, enabling Plexus to double its Exact EX rental fleet to sixteen units, with deliveries planned by the end of the year. “Having inventory ready on the shelf is absolutely key,” Hendrie said, adding that shorter project timelines are driving the need for readily available equipment. The company is preparing shipments to the UAE, targeting the active offshore oil and gas sector. Hendrie highlighted that nearly half of the world’s jack-up rigs operate in the Middle East, making it an important market for Plexus’s offerings. Looking to 2026, Hendrie emphasised the versatility of the Exact EX wellhead system, which can be used for exploration, development, and plug-and-abandonment projects across multiple regions. He expressed confidence that the combination of diverse applications and global operational experience will support continued growth despite macroeconomic challenges in the UK and the North Sea. Visit Proactive’s YouTube channel for more videos like this. Don’t forget to like this video, subscribe to our channel, and enable notifications to stay updated on future content. #PlexusHoldings #OilAndGas #WellheadEquipment #MiddleEastEnergy #UAEExploration #OffshoreDrilling #EnergyInvestment #ExactEX #OilfieldServices #ProactiveInvestors

Bitwise Asset Management European Head talked with Proactive's Stephen Gunnion about Bitcoin’s recent price performance and the launch of a new staking ETP. Bradley Duke explained that Bitcoin has been trading near all-time highs, noting: “There’s real momentum pushing Bitcoin to make new all-time highs.” He highlighted how demand from ETFs, ETPs, and corporate treasuries has outpaced new supply, with listed companies buying over three times the fresh Bitcoin mined this year. Duke also addressed volatility, pointing out that Bitcoin’s price fluctuations have declined steadily over 15 years. He said the cryptocurrency’s volatility is now at levels comparable to the S&P 500, making it more acceptable for investors seeking a safe haven asset. Additionally, Duke introduced the Bitwise NEAR Staking ETP, listed on Deutsche Börse Xetra. This product offers exposure to the NEAR token, which focuses on blockchain optimised for AI applications. Investors also benefit from around 5% annual staking rewards, which are rolled back into the product’s net asset value. For more videos like this, visit Proactive’s YouTube channel. Don’t forget to like the video, subscribe to the channel and enable notifications for future content. #Bitcoin #BitwiseAssetManagement #NEARProtocol #CryptoETP #BitcoinVolatility #CryptoInvesting #DeutscheBorse #StakingRewards #DigitalAssets #BlockchainAI

Cobalt Blue Ltd chief executive officer Dr Andrew Tong talked with Proactive about the recent three-year extension to major project status for the Broken Hill Cobalt Project. Dr Tong explained that this extension provides crucial time to advance the project to a financing decision, particularly as cobalt prices have declined over the past few years. “We need to wait for that cobalt price to come back, to be able to attract the investment,” he said. He also highlighted the project’s potential to deliver a standalone cobalt supply that is independent of copper and nickel industries, noting that most of the world’s cobalt currently comes as a byproduct from the Democratic Republic of Congo. Additionally, Dr Tong discussed Cobalt Blue’s new scoping study for the Halls Creek Copper Zinc Project in Western Australia. The study outlines a ten-year project with the first five years as open-cut mining and the latter five years underground. Initial production targets include 5,000 tonnes of copper metal and 15,000 tonnes of zinc sulfate. Dr Tong expressed optimism about advancing Halls Creek to a feasibility study and bringing it online within the next three to four years. 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. #CobaltBlue #CobaltMining #BrokenHillProject #BatteryMetals #CriticalMinerals #CobaltSupply #AustralianMining #ZincMining #CopperMining #HallsCreekProject #SustainableMining #MiningInvestment #ResourceDevelopment

HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the performance and outlook for the Future of Defence UCITS ETF (LSE:NATO), which has reached approximately £2.7 billion in assets under management, up from £700 million at the start of the year. He attributed this growth to geopolitical developments, including rising defence spending commitments from European NATO members and increasing investor focus on security. Bailey explained that the ETF combines exposure to traditional defence companies and cybersecurity firms. “The inclusion of cybersecurity stocks within our defence strategy, we think, has been validated by this move,” he said, referring to NATO’s new 5% spending target adopted at the recent summit in The Hague. In addition, Bailey discussed the planned launch of a new ETF focused on the Indo-Pacific region. He outlined that this fund will target defence companies in India, South Korea, Japan, Taiwan and Australia, while excluding Chinese firms due to sanctions risk. He noted that defence budgets in the region remain relatively low compared to NATO countries, but commitments to increase spending are gaining momentum. For more interviews and insights, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe to the channel, and enable notifications so you never miss an update. #DefenceInvesting, #HANetf, #ETFs, #IndoPacificSecurity, #NATO, #Geopolitics, #CyberDefence, #InvestmentStrategies, #TomBailey, #DefenceSpending

Gunnison Copper Senior Vice President and Chief Financial Officer Craig Hallworth joined Steve Darling from Proactive to announce a non-brokered private placement for gross proceeds of up to C$5 million. The company plans to use the funds to advance key components of its High Value Add Work Program at the Gunnison Copper Project in Southern Arizona. Hallworth told Proactive the financing will support long-lead-time drilling and advanced metallurgical testing, both of which will contribute to the company’s upcoming Pre-Feasibility Study (PFS). The proceeds will also cover general and administrative expenses at the U.S. head office for the next 12 months. The company is undertaking the studies that could potentially add up to $1 billion in additional revenue over the project’s life. Hallworth emphasized the strategic importance of the Gunnison Project, which sits within the Cochise Mining District and includes 12 known deposits within an 8-kilometre radius. The project boasts a measured and indicated resource of 831 million tons at 0.31% total copper, including 191.3 million tons of measured resources at 0.37% copper and 640.2 million tons of indicated resources at 0.29% copper. The project’s Preliminary Economic Assessment (PEA) indicates compelling economics, with a projected after-tax NPV (8%) of $1.3 billion, an internal rate of return of 20.9%, and a payback period of 4.1 years. #proactiveinvestors #gunnisoncoppercorp #tsx #gcu #otcqb #gcumf #CopperMining #USMining #CopperProject #MiningInvestment #CommodityMarkets #CopperProduction #ArizonaMining #ResourceDevelopment #MiningStocks #CopperDemand #MetalsAndMining

Zynex Inc. announced a significant leadership transition as Founder and longtime CEO Thomas Sandgaard steps into the role of Chairman of the Board and Chair of the Technology Committee, while Steven Dyson assumes the position of Chief Executive Officer. In a joint conversation with Steve Darling from Proactive, Sandgaard explained that this move marks a strategic evolution for Zynex as it adapts to a dynamic healthcare environment. Sandgaard, who founded the company in 1996 and led it from inception to Nasdaq listing, emphasized that Dyson brings the leadership, experience, and global perspective necessary to take Zynex to the next level. Steven Dyson joins Zynex with more than 25 years of international leadership experience in the medical technology and healthcare sectors. Most notably, Dyson served as a senior executive at Apax Partners, a leading private equity firm where he played key roles in scaling and exiting high-profile healthcare companies across Europe, North America, and Asia. His track record includes transformative roles at KCI, Rodenstock, Unilabs, Healthium Medtech, and Neuraxpharm, giving him a robust foundation in growth strategy, operational optimization, and global expansion. At Zynex, Dyson will lead the company through a refined strategic focus, particularly targeting a more optimized payer mix, streamlined operations, and expanded market penetration in non-invasive pain management and medical diagnostic devices. As Chairman, Sandgaard will continue to shape Zynex’s product and technology pipeline, ensuring its R&D efforts remain competitive and aligned with evolving healthcare trends, especially in pain relief solutions and wearable diagnostics. This leadership evolution underscores Zynex’s commitment to growth, modernization, and value creation, with a steady hand at the helm and a fresh operational engine poised to accelerate the company’s trajectory in the medtech space. #proactiveinvestors #zynexinc #nasdaq #zyxi #healthcare #ThomasSandgaard #CEOTransition #MedicalDevices #HealthcareLeadership #StevenDyson #ZynexInc #PainManagement #BusinessAnnouncement #MedicalDevices #LeadershipTransition #StevenDyson #ThomasSandgaard #NexWave #HealthcareInnovation #PainManagement #OpioidAlternative #ProactiveInvestors

Hive Digital Technologies Executive Chairman Frank Holmes joined Steve Darling from Proactive to announce that the company achieved an 18% increase in Bitcoin production in June 2025 compared to the previous month, signaling strong momentum as it advances its ambitious global scale-up strategy. The company mined 164 Bitcoin in June, fueled largely by the early success of its newly energized 100-megawatt Phase 1 operation in Paraguay. This facility is central to Hive’s goal of reaching 12 Bitcoin per day in production by the end of 2025, driving improved revenue generation and cash flow margins. Holmes shared that the Phase 2 expansion is now underway. As of today, 0.4 exahash per second (EH/s) of new-generation Bitmain S21+ Hydro machines are already online, representing over 5% of the total Phase 2 capacity. Once fully energized, Phase 2 is expected to deliver 6.5 EH/s, pushing Hive’s global mining fleet past 25 EH/s by U.S. Thanksgiving, with an industry-leading efficiency of ~18.5 J/TH. Hive's overall hashrate stood at 11.4 EH/s in June, nearly doubling since the end of March. Holmes described this scale-up as the “most ambitious growth trajectory in Hive’s history,” positioning the company among the global leaders in Bitcoin mining. Meanwhile, Hive’s high-performance computing division, BUZZ HPC, is also scaling aggressively to support sovereign Canadian AI infrastructure. In June, BUZZ HPC signed a purchase agreement for a 7.2 MW Tier 3 data center campus in Toronto, capable of hosting up to 5,000 next-gen GPUs. This facility adds a critical building block to Hive’s long-term strategy of balancing Bitcoin mining with AI-driven high-performance computing solutions across its Canadian and European operations. With dual momentum in crypto mining and AI infrastructure, Hive is executing a vertically integrated model focused on high-efficiency, high-margin digital infrastructure growth. #proactiveinvestors #usglobalinvestorsinc #nasdaq #grow #etf #BitcoinMining #HighPerformanceComputing #AIDataCenters #GreenEnergy #CryptoMining #TorontoTech #ParaguayExpansion #FrankHolmes #BlockchainInnovation