HIVE Digital appoints AI infrastructure veteran as BUZZ revenue chief, surpasses $1M daily revenue

Ilika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A) CEO Graeme Purdy spoke with Proactive's Stephen Gunnion about the latest progress with the company's Goliath battery technology following completion of its PRIMED programme, and why Ilika is focusing on commercial opportunities for its 10Ah cell. Purdy highlighted improved manufacturing repeatability as a particularly important outcome, with Ilika using its automated pilot line to produce a consistent set of cells for evaluation by different partners, something he said matters when engineers assess cells for integration into battery packs. On the decision to optimise the 10Ah format rather than move straight to 50Ah, Purdy said Ilika sees potential applications across consumer appliances including e-bikes, as well as defence: "I think this is a good point to start generating revenue and to identify some beachhead markets." He also discussed independent testing by About:Energy and the importance of third-party validation. Potential customers can access independently verified cell parameters through About:Energy's database and model how the cells would perform in their own duty cycles, a process Purdy said this could shrink from months to just a few days. Looking towards commercialisation, Purdy said Ilika plans to initially deploy its 1.5MWh automated pilot line for small-volume, high-margin manufacturing, with some target beachhead markets requiring volumes the existing pilot line can already service, allowing Ilika to move forward without waiting for automotive-scale manufacturing. Visit Proactive’s YouTube channel for more interviews and videos. If you found this interview useful, give the video a like, subscribe to the channel and enable notifications for future content. Read Proactive's Editorial Policy here: https://www.proactiveinvestors.co.uk/pages/editorialPolicy #Ilika #Goliath #SolidStateBattery #BatteryTechnology #EnergyStorage #BatteryInnovation #EBikes #DefenceTechnology #BatteryManufacturing #CleanTech #SolidStateBatteries #EnergyTechnology #IlikaPLC #Investing #Proactive

Regan Capital CIO Skyler Weinand joined Steve Darling from Proactive to discuss his outlook on U.S. monetary policy, interest rates and fixed-income markets, arguing that the Federal Reserve should implement a 50-basis-point rate increase at its upcoming meeting to help stabilize the bond market and bring longer-term yields lower. Weinand noted that long-dated Treasury yields have continued to climb, with the 10-year Treasury yield recently reaching approximately 5% and the 20-year Treasury bond trading near 5.45%. In his view, those elevated rates reflect growing concerns about inflation, government borrowing and future supply pressures in the bond market. According to Weinand, financial markets are currently pricing in only an 80% to 85% probability of any rate increase at all, leaving significant uncertainty around the Federal Reserve's next move. He believes a stronger policy response would help reinforce the Fed's commitment to controlling inflation while easing pressure on longer-term interest rates. A major variable, however, is politics. Weinand pointed out that Federal Reserve governors are appointed by the executive branch, creating the potential for political considerations to influence monetary policy decisions. He suggested that if policymakers prioritize economic data—including inflation and employment trends—the case supports a rate increase of between 25 and 50 basis points. If political considerations dominate, however, the Fed could adopt a more dovish tone or even begin discussing future rate cuts. Turning to investment strategy, Weinand said investors should focus on the shorter end of the yield curve, particularly securities with maturities in the two-to-three-year range. He highlighted government-guaranteed agency bonds and highly rated AAA securities as attractive opportunities, offering yields between 5% and 6% while limiting exposure to interest-rate volatility. He cautioned against extending duration too far out the curve, noting that the spread between two-year and ten-year Treasury yields remains relatively flat at roughly 35 to 40 basis points. In his view, investors are not being adequately compensated for taking on the additional risk associated with longer maturities. Weinand also emphasized that a substantial wave of debt issuance could continue putting upward pressure on longer-term yields. He pointed to record borrowing by the U.S. government, significant capital requirements from AI infrastructure and hyperscale data center projects, and increased borrowing activity from issuers across Asia and Europe. Together, these factors are creating a supply-heavy environment that could weigh on the five-to-ten-year segment of the bond market over the coming six months. Given those dynamics, Weinand believes investors should remain positioned in shorter-duration assets until the yield curve steepens more meaningfully and offers better compensation for longer-term risk. He added that today's fixed-income environment presents opportunities not seen in decades, with government-backed and high-quality fixed-income securities yielding 5% to 6%—levels investors have not enjoyed since before the Global Financial Crisis. #ReganCapital #FederalReserve #InterestRates #BondMarket #FixedIncome #TreasuryYields #Investing #MonetaryPolicy #Inflation #MarketOutlook #WealthManagement #AIInfrastructure #FinancialMarkets #ProactiveInvestors #SteveDarling

Hive Digital Technologies Executive Chairman Frank Holmes Steve Darling from Proactive to discuss a major leadership appointment and a significant operational milestone as the company continues to expand its artificial intelligence and high-performance computing business. HIVE announced that its wholly owned subsidiary, BUZZ High Performance Computing (BUZZ HPC), has appointed Mark Volk as Senior Vice President, Revenue. The move is designed to accelerate commercialization efforts and strengthen the company's position in the rapidly growing AI infrastructure market. Volk brings nearly three decades of experience building and scaling businesses across artificial intelligence, high-performance computing, cloud infrastructure and enterprise technology. In his new role, he will lead BUZZ HPC's global go-to-market strategy across enterprise, government, sovereign AI, hyperscale, research and academic sectors. His primary mandate will be to build and scale the company's revenue engine globally while expanding adoption of BUZZ HPC's AI-focused infrastructure offerings. Alongside the executive appointment, HIVE also provided an update on its operating performance, announcing that the company has now exceeded $1 million in average daily revenue from its combined Bitcoin mining and GPU cloud computing operations. Since August 21, 2026, HIVE has produced an average of approximately 12 Bitcoin per day, representing roughly 2% of global Bitcoin network production. At the same time, the company's GPU cloud business has generated approximately $100,000 in average daily revenue, reflecting growing demand for AI computing capacity. Based on prevailing Bitcoin prices, network difficulty levels and current operating conditions, the combined businesses are now generating more than $1 million in revenue per day, highlighting the benefits of HIVE's strategy to diversify revenue streams through both digital asset production and AI infrastructure services. As the company continues to scale BUZZ HPC and broaden its AI offerings, management believes the combination of Bitcoin mining operations and GPU cloud services provides multiple avenues for growth while positioning HIVE to participate in two of the fastest-growing sectors in technology. #proactiveinvestors #hivedigitaltechnologieslet #tsxv #hive #nasdaq #hive #BUZZHPC #ArtificialIntelligence #AIInfrastructure #GPUCloud #GPUaaS #HighPerformanceComputing #BitcoinMining #DigitalInfrastructure #CloudComputing #DataCenters #TechStocks #CryptoMining #AIInnovation #TechnologyGrowth

First Graphene commercial manager Neil Armstrong talked with Proactive about the company’s first production purchase order from Australian manufacturer Pacific Urethanes for PureGRAPH® graphene, which will be used in polyurethane systems targeting fire-retardant applications in the mining industry. Armstrong said the order represents an important first commercial step following around two years of development work by the customer, including extensive testing against the standards required to bring the technology to market. He explained that graphene can contribute to fire-retardant performance by forming a physical barrier that helps protect the underlying material. When combined with traditional non-halogenated fire-retardant additives, Armstrong said PureGRAPH® can help formulations achieve required fire performance at lower additive loadings. That is particularly relevant in mining applications, where polyurethane materials can be exposed to high levels of wear and tear. Armstrong also discussed the wider commercial potential for the technology. He said the mining order provides First Graphene with a commercial-scale case study that could help build confidence in PureGRAPH® and support adoption across additional mining applications. Visit Proactive’s YouTube channel for more interviews and company updates. Don’t forget to give this video a like, subscribe to the channel and enable notifications for future content.

Purepoint Uranium Group CEO Chris Frostad joined Steve Darling from Proactive reported encouraging new assay results from its 2026 winter drill program at the Nova Target, part of the 50/50 Dorado Joint Venture with IsoEnergy Ltd., further strengthening the project's potential as a significant uranium discovery in Saskatchewan's Athabasca Basin. Frostad shared with Proactive the latest results, highlighting that Hole NV26-05 returned 1.65% U₃O₈ over 0.3 metres from a depth of 390.4 metres at the unconformity. The intercept adds to a growing body of evidence supporting the presence of uranium mineralization along the Nova electromagnetic (EM) conductor. The nine-hole winter drilling campaign successfully intersected uranium mineralization in multiple holes while also providing valuable geological and structural information that will help guide future exploration efforts. According to Frostad, the results have significantly enhanced the company's understanding of the mineralized system and improved its ability to identify and prioritize future drill targets. Purepoint said the program was designed not only to test the geological and structural controls associated with uranium mineralization but also to refine the geometry of the Nova conductor. The drilling generated important data that has allowed geologists to better define the orientation and characteristics of the mineralized zones. Management noted that the additional uranium intercepts, combined with improved geological and geophysical interpretation, are helping to narrow in on the most prospective areas for follow-up drilling. The company believes its growing understanding of the relationship between geologic structures and geophysical responses is leading to increasingly precise drill targeting as exploration advances. The winter campaign marks another important step in evaluating the Nova system, which continues to demonstrate characteristics associated with high-grade Athabasca Basin uranium deposits. The project remains a key focus within the Dorado Joint Venture as Purepoint and IsoEnergy continue to unlock the potential of the property. Frostad also confirmed that the 2026 summer drill program has now been completed. Results from that campaign are currently being compiled and analyzed, with assay results and interpretations expected to be reported in the near future. #proactiveinvestors #purepointuraniumgroup #tsxv #ptu #otcqb #ptuuf #Uranium #IsoEnergy #Uranium #AthabascaBasin #UraniumExploration #NuclearEnergy #EnergyTransition #Mining #ResourceSector #Exploration #CriticalMinerals #U3O8 #JuniorMining #MiningStocks #CleanEnergy #CanadaMining #Investing #Stocks #ProactiveInvestors #UraniumNews

Medicus Pharma CEO Dr Raza Bokhari joined Steve Darling from Proactive to discuss a transformative agreement with Pfizer that significantly strengthens the company’s position in precision oncology and provides key resources to advance its lead cancer program. Under the development and licensing agreement, Medicus has secured rights to a CD228-targeted antibody-drug conjugate (ADC) program, while Pfizer is contributing approximately $2 million in development funding, along with inventory and infrastructure support. Bokhari described the transaction as a major milestone that effectively provides the company with the resources needed to continue development from where Pfizer concluded its Phase 1 dose-escalation work. The CD228-targeted ADC is being developed for the treatment of solid tumors, including refractory melanoma, and now represents the centerpiece of Medicus’ evolving oncology strategy. Bokhari said the agreement allows the company to move forward with a capital-efficient approach while leveraging the extensive scientific and clinical groundwork already completed by Pfizer. Beyond oncology, Medicus continues to make progress with its SkinJect program, which is focused on the treatment of basal cell carcinoma and related conditions. Bokhari noted that final clinical trial results recently published on ClinicalTrials.gov identified the 200-microgram patch as the optimal dose for future registrational studies. The company is now concentrating its efforts on advancing SkinJect in patients with Gorlin syndrome, a rare genetic condition that can lead to the development of multiple basal cell carcinomas throughout a patient’s lifetime. Medicus is preparing to move forward with the FDA-approved pivotal SkinJect 005 study while simultaneously recruiting patients for the trial. At the same time, Bokhari said the company is positioning the broader nodular basal cell carcinoma opportunity for potential out-licensing, allowing Medicus to focus internal resources on the areas where it sees the strongest risk-adjusted return. To support the commercial potential of SkinJect, Medicus commissioned an independent reimbursement analysis that suggests the treatment could potentially achieve reimbursement levels of $25,000 or more per patient. Bokhari noted that the rare disease and potential pediatric disease characteristics associated with Gorlin syndrome could provide attractive regulatory and commercial advantages. He described SkinJect as “partner-ready” and indicated that the company is actively exploring opportunities to unlock additional value through strategic partnerships. Bokhari characterized the Pfizer agreement as a paradigm shift for Medicus, transforming the company into a precision oncology-focused biotechnology business while maintaining a disciplined approach to capital allocation. He compared the strategy to a Berkshire Hathaway-style model for drug development, where resources are selectively deployed into programs with the highest potential returns. #proactiveinvestors #nasdaq #mdcx #tsxv #mdcx #pharma #SkinJect #Pfizer #PrecisionOncology #Biotech #CancerResearch #ADC #Melanoma #DrugDevelopment #ClinicalTrials #SkinJect #GorlinSyndrome #Biotechnology #HealthcareInnovation #Oncology #LifeSciences

Ocean Power Technologies CEO Philipp Stratmann joined Steve Darling from Proactive to discuss the company's participation in a week-long U.S. Army demonstration designed to evaluate advanced autonomous maritime technologies operating in some of the most challenging nearshore environments. The demonstration is being conducted by the U.S. Army Engineer Research and Development Center's (ERDC) Coastal and Hydraulics Laboratory at its Field Research Facility in Duck, North Carolina. Following a competitive technical evaluation process, OPT was selected to showcase its WAM-V® autonomous maritime drone platform in live coastal conditions that include surf zones, breaking waves, strong currents and coastal inlets. The program is focused on identifying technologies capable of sustaining uncrewed surface vehicle operations in environments that are traditionally difficult and potentially hazardous for manned vessels. During the trials, ERDC is evaluating platforms and sensing technologies that can support critical missions such as bathymetric mapping and submerged-hazard detection. These capabilities have important applications for both military and civilian operations. Potential uses include U.S. Army Corps of Engineers civil infrastructure projects as well as military logistics-over-the-shore missions, where accurate information about water depths, underwater obstacles and shoreline conditions is essential for safe navigation and operational planning. OPT's WAM-V platform is specifically engineered for harsh marine environments. Its unique articulating suspension system helps improve stability while reducing structural stress when operating in waves and rough water conditions. The vessel's modular design also allows it to carry a variety of sensing and data-collection payloads, making it suitable for defense, scientific research, environmental monitoring and civil engineering applications. While participation in the demonstration does not constitute a procurement contract or guarantee future business, ERDC has indicated that technologies demonstrating strong performance could be considered for additional testing and evaluation programs, subject to future funding availability. #proactiveinvestors #oceanpowertechnologiesinc #nyseamerican #optt #PhillipStratmann #PowerBuoy #WAMV #MaritimeTech #MaritimeTechnology #DefenseTech #ArtificialIntelligence #AutonomousSystems #USCoastGuard #OceanInnovation #Defense #CleanTech

Itaconix CEO John Shaw joined Steve Darling from Proactive to discuss the company's strong first-half performance, highlighted by breakeven adjusted EBITDA, a stronger cash position, and continued revenue growth as demand for its sustainable polymer technologies expands across key markets. Shaw said the company's progress can be measured by three critical metrics moving in the right direction simultaneously: revenue growth, profitability, and cash generation. Achieving breakeven adjusted EBITDA marks an important milestone for Itaconix as it continues to scale its business while maintaining financial discipline. A major driver of growth remains the company's TSI polymer technology, which is increasingly being adopted by manufacturers of automatic dishwasher detergents across Europe and North America. Shaw noted that the addressable market remains enormous, estimating there are approximately 70 billion automatic dishwasher cycles annually across Europe and the broader EMEA region. Despite this opportunity, Itaconix products currently participate in less than 4% of that market, leaving substantial room for expansion. To accelerate adoption, the company continues to promote its SPARX formulated solutions and consumer-focused initiatives which helps customers reformulate products using more sustainable, plant-based ingredients while maintaining performance. Looking ahead, Shaw reiterated the company's goal of reaching US$30 million in annual revenue. He explained that much of the momentum needed to achieve that target is already embedded within the existing customer base, which generated the majority of first-half growth. To reach the next level, Itaconix is targeting additional large contract manufacturing partnerships across EMEA while continuing to add purpose-driven consumer brands throughout North America. Beyond detergents, Shaw outlined a much broader growth vision for the company. He said Itaconix is working with a major participant in the global paint industry to develop plant-based alternatives for specialty paint applications, targeting a segment of the approximately US$40 billion acrylic paint market. The company is also expanding into agricultural applications. Shaw revealed that Itaconix technologies are currently being evaluated in field trials covering more than 100 acres of corn and soybean crops across multiple U.S. states. Results from those trials are expected later this year or early next year. If successful, the next phase could involve testing across more than 10,000 acres, opening another potentially significant growth market. With growing adoption in detergents, emerging opportunities in paints and agriculture, and improving financial performance, Itaconix believes it is building a diversified platform capable of supporting its longer-term ambition of becoming a US$100 million revenue company. #proactiveinvestors #itaconixplc #aim #itx #otcqb #itxxf #GreenChemistry #SustainableMaterials #CleanTech #DishwasherDetergent #IndustrialInnovation #AgricultureTechnology #SpecialtyChemicals #SmallCapStocks #ResourceInvesting

Titan Minerals CEO Melanie Leighton talked with Proactive about the latest drilling results from the company’s Dynasty Gold Project in southern Ecuador, where extensional and infill drilling continues to expand and upgrade the known gold-silver mineralisation. Leighton highlighted a new result of 16 metres at 2.8 grams per tonne gold and 9.1 grams per tonne silver, which delivered an additional 30-metre step-out on one lode. She explained that the latest announcement also included a number of infill results, with broad mineralised zones in the range of around 15 to 20 metres and grades of up to approximately 2.6 to 2.8 grams per tonne gold. According to Leighton, the drilling is contributing both additional mineralisation outside the current resource and greater confidence within existing resource areas. The latest results follow another intercept reported the previous week of just over 33 metres at 6.6 grams per tonne gold and 55 grams per tonne silver, which Leighton said also sits outside the current resource. Titan Minerals is expanding its extensional and infill drilling campaign to around 30,000 metres, with work expected to continue through the end of the year and potentially into January. The company is targeting an updated resource in the first quarter of next year, with the expanded and upgraded resource expected to feed into the Dynasty Gold Project scoping study, which is also targeted for Q1. Four diamond rigs are currently operating at the project, with an RC rig due to be added in October to test new extensions and more exploratory areas before potential follow-up diamond drilling. Visit Proactive’s YouTube channel for more interviews and market updates. Don’t forget to like the video, subscribe to the channel and enable notifications for future content.

Krakatoa Resources Ltd CEO Mark Major talked with Proactive about high-grade gold and antimony results from the company’s 2026 drilling program at the Zopkhito Antimony-Gold Project and the work underway to advance the project toward a JORC-compliant resource. Major said the latest results broadly reaffirmed the grades seen in the project’s historical data. He noted that previous work had returned gold grades of around 28 grams per tonne, while the latest sample batch included grades of around 17 grams per tonne gold. On the antimony side, Major highlighted a result of around 15%, alongside grades of more than 20% encountered in previous drilling. Work is continuing across the project, including additional sampling and assessment inside the adits. Surface drilling has also moved to the western side of the project, where the company is testing a series of veins that have not previously been drilled. Looking ahead, Major said Krakatoa Resources plans to take bulk samples for metallurgical test work and carry out further geotechnical work within the adits. The company is also considering preparations for underground drilling in the next field season as it seeks to expand the resource and improve its classification. Visit Proactive’s YouTube channel for more interviews and market updates. If you found this video useful, give it a like, subscribe to the channel and enable notifications so you don’t miss future content.