Calix CEO on low-carbon cement & steel opportunity - ASX SMIDcaps Conference

American Resources Corp CEO Mark Jensen joined Steve Darling from Proactive to provide an update on its subsidiary ReElement Technologies Corporation and the continued progress of its Phase 1 refining campus buildout in Marion, Indiana. Jensen announced that ReElement has expanded its Phase 1 development plan to include four production lines capable of processing both recycled and primary feedstocks. Once fully operational, the facility is expected to deliver more than 16,000 metric tons of annual separated and purified oxide capacity, positioning the company as a significant emerging player in the rare earth and critical minerals refining space. The project remains on schedule and is tracking substantially under budget, with initial production targeted for the third quarter of 2026. Full commissioning of Phase 1 is expected to take place through the remainder of the year, marking a key milestone as the company transitions from development into scaled operations. Jensen emphasized that the Marion expansion reflects the company’s ability to execute efficiently while partnering with high-quality supply chain and investment groups focused on reshaping the global refining industry. Over the past year, ReElement has moved from product validation into scaled deployment, steadily increasing capacity while optimizing its cost structure to remain competitive on both pricing and volume in global markets. At the core of the company’s strategy is its “refining-first” platform, designed for flexibility and adaptability. The system can process a wide range of feedstocks and adjust in real time to changing inputs and market dynamics. Through advanced process controls and data-driven optimization, ReElement is reducing chemical usage, lowering energy consumption, and cutting overall operating costs compared to traditional refining approaches. These innovations allow the company to compete not only on product purity and versatility but also on economic efficiency—delivering a scalable and commercially viable solution for domestic and allied markets. With more than 80% of global rare earth refining capacity currently concentrated outside the United States, the development of domestic refining infrastructure is increasingly viewed as critical to strengthening supply chain security. ReElement’s ability to process both recycled and primary materials into high-purity outputs directly addresses the midstream refining gap, offering a modular and environmentally responsible alternative to conventional solvent-based refining methods. These traditional processes are often difficult to deploy outside of China due to environmental, capital, and operational challenges, further highlighting the strategic importance of ReElement’s approach. #proactiveinvestors #americanresourcescorporation #nasdaq #arec #ReElementTechnologies #MiningIndaba2026 #AfricanMining #CriticalMinerals #RareEarthElements #SupplyChainSecurity #StrategicMetals #CleanEnergyMaterials #IndustrialInnovation #GlobalMining #USIndustry #AlliedSupplyChains #MiningConference #ProactiveInvestors #marion #indiana

Ecora Royalties PLC (LSE:ECOR, TSX:ECOR, OTCQX:ECRAF, FRA:HGR) PLC CEO Marc Bishop Lafleche talked with Proactive's Stephen Gunnion about the company’s 2025 results and outlook for 2026, highlighting a transformative year driven by critical minerals and strong portfolio performance. Lafleche described 2025 as a “landmark year” for the company, with more than half of portfolio contributions coming from critical minerals and base metals growing significantly year-on-year. He emphasised that Ecora’s revenue base is now supported by long-life assets, strengthening the company’s long-term cash generation profile. A key development during the year was the acquisition of the Mimbula copper stream, which increased Ecora’s exposure to copper and positioned it as a core commodity within the portfolio. Alongside this, the company demonstrated strong financial discipline by reducing net debt despite the acquisition, reflecting robust cash flow generation and active portfolio management. Looking ahead, Lafleche outlined a “distinctly multi-layered” growth profile, stating: “Ecora’s growth profile is now distinctly multi-layered,” with opportunities spanning short-term production increases, medium-term development assets, and longer-term de-risking milestones. For 2026, growth is expected to be driven primarily by increased volumes from key assets such as Voisey’s Bay and Mimbula, alongside potential brownfield expansions and development milestones across the portfolio. The company also continues to evaluate new royalty and streaming opportunities, with a focus on expanding its exposure to critical minerals while maintaining copper at its core. Watch the full interview to learn more about Ecora Royalties’ strategy, growth catalysts, and outlook. For more videos like this, visit Proactive’s YouTube channel, like this video, subscribe to the channel, and enable notifications so you never miss an update. #EcoraRoyalties #MiningStocks #Copper #CriticalMinerals #Investing #NaturalResources #Commodities #StockMarket #MiningInvestment #BaseMetals #EnergyTransition #RoyaltyCompanies #GrowthStocks #ProactiveInvestors #MarketOutlook

IXICO PLC (LSE:IXI, OTC:PHYOF, FRA:PYPB) CEO Bram Goorden talked with Proactiv's Stephen Gunnion about the company’s new collaboration with Medidata and how it supports IXICO’s growth strategy in the clinical trials space. Goorden described the agreement as a significant milestone, highlighting Medidata’s position as “a multibillion dollar player in the clinical trial space” with a global footprint across thousands of trials. The partnership combines Medidata’s electronic data capture and clinical trial technologies with IXICO’s proprietary neuroimaging analytics to create a more seamless solution for biopharma clients. He explained that the collaboration strengthens IXICO’s ability to scale, giving the company access to larger and more complex clinical trials. Goorden noted that the deal aligns with IXICO’s long-term ambition to expand its presence in high-value studies while enhancing operational reach. The CEO also pointed to recent commercial momentum, including a £1.5 million contract extension for a global Phase 2 trial and the appointment of a new chief commercial officer, Tanya Voloshen. These developments reflect what he described as “a very busy quarter” for the company. Looking ahead, Goorden emphasised that the Medidata collaboration represents the beginning of a broader “tech bio strategy,” adding that it is expected to support recurring revenue streams and accelerate growth. For more insights like this, visit Proactive’s YouTube channel, give this video a like, subscribe to the channel, and enable notifications for future content. #IXICO #Medidata #ClinicalTrials #Biotech #Neuroimaging #TechBio #Pharma #HealthcareInnovation #LifeSciences #CEOInterview

Alusid CEO Alasdair Bremner talked with Proactive's Stephen Gunnion about the company’s expanding European footprint, highlighting new distribution agreements and growing demand for its low-carbon ceramic tiles. Bremner explained that Alusid is gaining traction beyond the UK, noting that its products “use roughly half the carbon or half the energy compared to pretty much any other competitor.” The company’s latest agreement in the Netherlands will see its Mas product stocked locally, while partnerships with FRONT Materials BV and Tegelgroeop Nederlands are supporting product development tailored to the European market. He emphasised the strategic importance of Tegelgroeop, which operates across the Benelux region and sits within the wider BME Group, offering a significant opportunity for future expansion. In parallel, Alusid has also secured a partnership with Kakelspecialisten in Sweden, one of the largest tile distributors in the country and part of the Saint-Gobain Group. Bremner highlighted that the Nordic region is particularly attractive due to strong demand for sustainable materials, driven by both client expectations and evolving legislation. He said: “Our lower carbon proposition is credible. It’s verified externally, and it’s built into the product from the start.” The company’s manufacturing process not only reduces carbon emissions but also lowers energy use, providing cost and resilience benefits in a challenging energy environment. Looking ahead, Alusid is using recent pre-IPO funding to accelerate product development, expand international distribution, and invest in new formats, including larger tiles and moulded products. For more insights like this, visit Proactive’s YouTube channel, like this video, subscribe, and enable notifications for future updates. #Alusid #SustainableMaterials #GreenConstruction #LowCarbon #CeramicTiles #ESG #ClimateTech #ConstructionInnovation #EnergyEfficiency #EuropeanMarkets #FrontierIP #Netherlands #Nordics #CleanTech #BuildingMaterials

Delivra Health Brands CEO Gord Davey joined Steve Darling from Proactive to announce the upcoming U.S. launch of the company’s Dream Water Kids Sleep Gummies, with distribution expected across retail, distributor, and e-commerce channels beginning in June 2026. The new product is specifically formulated to support healthy sleep routines in children, featuring a blend of chamomile, lemon balm, and 1 mg of melatonin. Designed with both effectiveness and safety in mind, the gummies are lightly sweetened using honey and cane sugar, and are free from artificial colors, flavors, gelatin, and gluten—appealing to parents seeking cleaner, more natural wellness solutions for their families. Davey explained that the launch underscores Delivra’s broader strategy to expand its portfolio of wellness products and address growing consumer demand for trusted, convenient sleep support options for children. He noted that parents are increasingly looking for gentle, reliable solutions to help establish consistent bedtime routines, and the Dream Water Kids Sleep Gummies aim to fill that need. Following multiple phases of product testing, the company reported strong positive feedback from participants, which ultimately led to an accelerated timeline for commercialization. Originally planned for a later rollout, the product’s U.S. debut has now been moved up to June 2026 to capitalize on early momentum and market interest. Delivra Health believes the introduction of Dream Water Kids Sleep Gummies will further strengthen its presence in the growing sleep aid category, while reinforcing its commitment to delivering high-quality, science-backed wellness products tailored to everyday consumer needs. #proactiveinveestors #delivrahealthbrandsinc #tsxv #dhb #otcqb #dhbuf #DreamWater #GlobalExpansion #DreamWater #DreamWater #SleepGummies #KidsHealth #Wellness #Melatonin #NaturalHealth #ConsumerHealth #USLaunch #Ecommerce

Aftermath Silver CEO Ralph Rushton joined Steve Darling from Proactive to announce the first batch of assay results from the company’s Phase 3 diamond drilling program at its Berenguela silver-copper-manganese deposit in the Department of Puno, southern Peru. Rushton said the latest results cover 17 drill holes totaling 1,061.6 metres, part of an initial 45-hole program. Encouraged by positive geological indicators, strong drill access, and the efficiency of a smaller diamond drill rig, the company has expanded the program significantly to 90 holes totaling approximately 6,000 metres. The company also made a strategic shift from its originally planned 2,000-metre reverse circulation (RC) program to diamond drilling at a comparable cost. This transition provides enhanced geological insight, including improved core recovery, structural interpretation, and geotechnical logging—key factors in advancing the project toward development. The reported drill holes are primarily focused on infill drilling along a 225-metre strike length within the boundaries of the existing mineral resource. The objective is to better define near-surface, high-grade mineralization that could support a potential starter pit as part of future mining operations. Aftermath Silver is concentrating its efforts on the western portion of the deposit, where higher-grade silver-copper mineralization has been identified close to surface. This area is considered a strong candidate for initial open-pit development, offering the potential for lower-cost, early-stage production. Rushton noted that the latest intercepts rank among the strongest results seen across the company’s three phases of drilling to date. He also highlighted the consistent and encouraging association between silver and copper mineralization, which could enhance the overall economic profile of the Berenguela project moving forward. #proactiveinvestors #aftermathsilverltd #tsxv #aag #otcqx #aagff #mining #BerenguelaProject #SilverProject #CopperProject #Manganese #PreFeasibilityStudy #PFS #MiningDevelopment #PeruMining #Mining #Silver #Copper #PeruMining #DrillingResults #ResourceDevelopment #MineralExploration #JuniorMining #Commodities

Titomic Limited (ASX:TTT, OTC:TITMF) CFO Geoff Hollis talked with Proactive at the ASX Small and Mid-Caps Conference about the company’s advanced manufacturing capabilities powered by its proprietary Titomic Kinetic Fusion Technology and how it is positioning itself for growth across defence, aerospace, and industrial sectors. Hollis explained that Titomic has transitioned into a more commercially focused phase, supported by a refreshed board and management team over the past two years. The company is targeting major global markets, particularly in the US, where it has established operational headquarters in Huntsville, Alabama — a key hub for defence and aerospace activity. He outlined how Titomic Kinetic Fusion works by accelerating metal powders at high speeds to form fully bonded metal parts, enabling rapid production of large-scale components. Hollis noted that the “sweet spot” includes pressure vessels up to three metres in diameter, with the key advantage being speed and efficiency of manufacturing. The company is also gaining traction through early-stage contracts with major defence primes, including a US$1.7 million agreement linked to hypersonic technologies. Hollis said: “You never get inserted into a program with a $20 million production contract… you have to start with early-stage R&D contracts,” highlighting the pathway toward larger-scale opportunities. Beyond manufacturing, Titomic is advancing corrosion protection solutions, with testing showing potential durability of up to 15 years compared to traditional methods. With strong demand across defence, oil and gas, and maritime sectors, the company is working toward deeper integration into global supply chains. For more videos like this, visit Proactive’s YouTube channel, like this video, subscribe to the channel, and enable notifications so you never miss an update. #Titomic #GeoffHollis #AdvancedManufacturing #DefenseSector #Aerospace #ColdSpray #KineticFusion #3DManufacturing #IndustrialTech #OilAndGas #Mining #ASX #ManufacturingInnovation #CorrosionProtection #ProactiveInvestors

Capral Limited (ASX:CAA) CEO & managing director Tony Dragicevich talked with Proactive at the ASX Small and Mid-Caps Conference about the company’s position as Australia’s largest aluminium extrusion and distribution business, its market exposure, and its strategy for navigating current economic conditions. Dragicevich explained that Capral has built a strong foundation over its 90-year history, supplying aluminium products across residential, commercial, and industrial sectors. He highlighted the material’s versatility, noting that aluminium is widely used due to its strength and lightweight properties, particularly in construction and transport applications. A significant portion of Capral Limited’s volume is tied to residential housing, especially windows and doors, which remain the largest use of aluminium in Australia. He also pointed to growth areas in industrial markets, including transport, shipbuilding, and infrastructure. Notably, Capral Limited supplied nearly 2,000 tonnes of aluminium for the Western Sydney Airport project, underlining its role in major national developments. Despite softer demand in residential construction, Dragicevich said margins have remained resilient, driven by a strategic shift toward higher-margin industrial segments. “Our margins are holding up because we’re growing our share… in higher margin parts of the industry,” he said. Looking ahead, Capral Limited is pursuing growth through acquisitions and expansion into adjacent product categories such as hardware. With a strong balance sheet and expectations of a housing market recovery, the company is positioning for improved volumes in the near term. For more videos like this, visit Proactive’s YouTube channel, give this video a like, subscribe to the channel, and enable notifications so you never miss an update. #Capral #Aluminium #ASX #Manufacturing #Construction #Infrastructure #IndustrialGrowth #CEOInterview #Investing #AustralianStocks #MarketOutlook #BuildingMaterials

Centaurus Metals Limited (ASX:CTM, OTCQX:CTTZF) CEO & managing director Darren Gordon talked with Proactive at the ASX Small and Mid-Caps Conference about the company’s progress advancing its flagship Jaguar nickel sulfide project in Brazil and the next steps toward development. Gordon explained that Centaurus has spent several years de-risking the Jaguar project through extensive drilling, multiple resource updates and feasibility studies, and is now focused on securing funding to move into construction. He said: “We're really going through the funding phase to ultimately make investment decision and start the build.” A key recent milestone is an offtake agreement with Glencore, which validates the quality of the project’s nickel concentrate and provides strategic support. Gordon highlighted that Glencore’s role as both trader and end user strengthens the project’s credentials, particularly with material expected to supply its Sudbury operations in Canada. The company is also progressing debt financing discussions, including a proposed US$190 million loan from Brazil’s National Development Bank. Gordon noted that nickel’s status as a critical mineral in Brazil aligns well with the bank’s priorities, and ongoing due diligence has brought the process closer to a more binding agreement. Commenting on market conditions, Gordon said sentiment has improved in recent months after a challenging period for nickel prices, with renewed investor interest supporting funding efforts. He emphasised that Centaurus Metals Limited is positioned at the lower end of the cost curve with a large resource base, offering strong potential upside once funding is secured. For more videos like this, visit Proactive's YouTube channel, give this video a like, subscribe to the channel and enable notifications for future content. #CentaurusMetals #Nickel #ASX #Mining #CriticalMinerals #BrazilMining #JaguarProject #Glencore #ResourceStocks #MiningInvestment #BatteryMetals #NickelMarket #ASXSmallCaps #MiningNews #ProactiveInvestors

Calix Limited (ASX:CXL) CEO & managing director Phil Hodgson talked with Proactive at the ASX Small and Mid-Cap Conference about the company’s proprietary technology and its role in tackling global industrial decarbonisation challenges. Hodgson explained how Calix has developed a unique indirect heating process using a vertical steel tube system, enabling efficient mineral processing while capturing carbon emissions. He noted: “We’ve got a new way to heat stuff up… it’s a new type of kiln for us… called indirect heating,” highlighting the flexibility of the system, which can run on natural gas, biomass, or renewable electricity. The interview outlines how this technology can significantly reduce emissions in major industries such as cement and steel, each responsible for roughly 8% of global CO2 output. Hodgson emphasised the scale of the opportunity, pointing to a potential addressable market tied to billions of tonnes of emissions reduction annually. He also discussed Calix’s diversified business model, including its growing water treatment segment, which provides a steady revenue base, alongside its sustainable processing and low-emissions initiatives. Recent milestones, including calcined clay production and ARENA grant funding, demonstrate continued commercial progress and validation of the technology. Hodgson concluded by outlining the investment case, balancing long-term growth potential with near-term revenue stability, describing “plenty of upside opportunity” supported by disciplined execution. For more insights like this, visit Proactive’s YouTube channel, give this video a like, subscribe, and enable notifications so you never miss an update. #CalixLimited #PhilHodgson #Decarbonization #CleanTech #Sustainability #EnergyTransition #CarbonCapture #GreenSteel #CleanEnergy #IndustrialTech #ClimateSolutions #MiningInnovation #WaterTreatment #LowCarbon #ProactiveInvestors