Lotus Bakeries NV (7LB) News

Diales Group PLC (LON:DIAL) CEO Mark Wheeler talked with Proactive's Stephen Gunnion about the company’s global operations and how it supports clients across the engineering and construction sectors—particularly with dispute resolution, cost escalation claims, and complex project planning. Wheeler explained that Diales works with major contractors, joint ventures, government bodies, and clients across infrastructure, energy, and offshore projects. He said, “We support them with their contracts, planning, programming and claims and dispute resolution,” highlighting the company's niche expertise in large-scale, often novel engineering environments. In light of new US tariffs on steel and aluminum, Wheeler said Diales is seeing increased client inquiries and is well-positioned to provide strategic guidance. He noted the company’s experience with “cost escalation claims” and emphasised the value of early contractual advice to manage such risks. He also discussed supply chain challenges, especially where key components are manufactured globally. “One or two small components can really delay the delivery and completion of the construction of some quite significant pieces of equipment,” Wheeler noted. Finally, Wheeler addressed the ongoing share buyback program, which he described as popular with shareholders. He reiterated the company's belief that it is currently “the best value stock to be buying,” particularly given AIM market illiquidity. For more interviews like this one, visit Proactive's YouTube channel. Don’t forget to like this video, subscribe to our channel, and turn on notifications to stay updated on future content. #DialesGroup #EngineeringDisputes #ConstructionSector #GlobalInfrastructure #ShareBuyback #AIMMarket #CostEscalation #SupplyChainIssues #SteelTariffs #MarkWheeler #ConstructionLaw #EnergyProjects #ProactiveInvestors

Ecora Resources PLC CEO Marc Bishop Lafleche takes Proactive's Stephen Gunnion through the company’s first quarter trading update and outlook for the rest of 2025. He described the start to the year as a “very solid” one, highlighting a portfolio contribution of $6 million, which notably excludes revenue from both Mimbula and Four Mile due to a reporting lag. Lafleche emphasised strong performance at Voisey’s Bay underground and the achievement of a second consecutive quarterly record at Mantos Blancos. A major development during the period was the $50 million acquisition of Mimbula, which Lafleche said marks a strategic milestone. He reiterated that Voisey’s Bay is on track for 60% to 90% volume growth following underground expansion, with full-year guidance between 335 to 390 tonnes, skewed towards the second half. Ecora is also seeing positive pricing momentum for cobalt, with April prices nearing $19 per pound**, up from $13 in Q1, following a DRC export ban. Looking ahead to Q2, the company expects the initial revenues from the dollar stream and normalisation of royalty income from Four Mile. Lafleche also noted the anticipated return of mining within the royalty area at Kestrel, leading to stronger volumes into Q3. For more updates from Ecora Resources and other listed companies, visit Proactive's YouTube channel. Don’t forget to like the video, subscribe to the channel, and enable notifications to stay informed. #EcoraResources #MiningUpdate #CobaltPrices #VoiseysBay #MimbulaAcquisition #Q12025Results #MiningStocks #RoyaltyIncome #KestrelMining #ProactiveInvestors

HANetf head of research Tom Bailey talked with Proactive's Stephen Gunnion about the launch of the new Future of European Defence UCITS ETF (LSE:ARMY, XETRA:ARMY, EURONEXT:ARMY). Bailey explained the rationale behind launching a regionally focused fund, following the success of HANetf’s Global Future of Defence UCITS ETF (NATO). He said: “We think for many investors it kind of resonates with that whole theme of building up your defence sector via a European ETF with a European company.” Bailey noted that European defence spending rose by 11.7% between 2023 and 2024, outpacing global growth of 7.5%, with Germany’s own spend increasing 23%. This uptick is attributed to geopolitical shifts and the drive for strategic autonomy. Bailey highlighted a growing preference within Europe to source defence equipment domestically, reducing reliance on US firms, which currently account for around 60% of European defence procurement. He also pointed to political developments in the US, including recent tariff announcements and perceived isolationist policies, as reinforcing Europe's need for self-reliance in defence. The ARMY ETF is currently listed on the London Stock Exchange, Xetra (Germany), and Euronext Paris, with plans to launch in Italy. Bailey emphasised HANetf’s identity as a European company as central to the ETF’s appeal and alignment with strategic autonomy objectives. For more interviews like this, visit Proactive’s YouTube channel. Don’t forget to like this video, subscribe, and turn on notifications for the latest updates. #HANetf #ARMYETF #EuropeanDefence #DefenseSpending #StrategicAutonomy #ETFinvesting #TomBailey #NATOETF #EUstocks #MilitaryETF #EuropeanMarkets #Geopolitics #InvestorInsights #DefenseStocks

First Phosphate Corp. CEO John Passalacqua joined Steve Darling from Proactive to express strong support for the growing political recognition of Quebec’s clean, igneous phosphate reserves, following a notable mention during the recent Canadian Federal Election Debate in Montreal. During the debate, Bloc Québécois candidate Yves-François Blanchet emphasized the strategic importance of Quebec’s phosphate resources, stating that the province "has probably the most important clean phosphate reserves in North America," specifically in Saguenay–Lac-Saint-Jean. He highlighted the opportunity to fully leverage these assets, noting that Port Saguenay could serve as a key infrastructure hub to support development and export. Passalacqua called the public acknowledgment "a major milestone," saying it demonstrates broadening political support for phosphate’s role in advancing Canada’s energy, technology, and manufacturing sectors. “It’s encouraging to see phosphate move into the national conversation,” he said. “This validates our ongoing work to create a fully integrated and resilient North American supply chain for phosphate-based lithium iron phosphate (LFP) batteries—essential for the future of automation, robotics, AI, and clean energy storage.” The company's focus on clean, high-purity igneous phosphate positions it uniquely to serve these emerging markets. With over 1,000 sq. km of claims in Quebec, First Phosphate is building a vertically integrated LFP ecosystem—from mining through to battery-grade materials—to strengthen supply chain sovereignty and security. The significance of phosphate has also been officially recognized, with the mineral added to Quebec’s Critical Minerals List in January 2023, and to the Canadian federal Critical Minerals List in June 2024. #proactiveinvestors #firstphosphatecorp #cse #phos #otcqb #frspf #phosphate #CriticalMinerals #BatteryMaterials #LFPCathode #FirstPhosphate #CanadaMining #GreenEnergy #SupplyChain #QuebecMining #EVBatter