Peter Bell

AIM dabbler and property investor/landlord.

[Peter Bell @AimShareMonster]

@RA_Edwards9 Hi Richard,
Any thoughts on the above?

[Peter Bell @AimShareMonster]

@RA_Edwards9 Good morning Richard,
As you have quite a large chunk of warrants in ENET, what are your thoughts on converting them in the near future?
Are you keeping an eye on proceedings in ENET?

[Peter Bell @AimShareMonster]

Hi @DavidLenigas.
Great to see your involved in the #EQT turnaround. You’ve been on some roll recently with other small cap gold miners, let’s hope that luck continues with #EQT.
Exciting times ahead!

[Peter Bell @AimShareMonster]

@deemers08 I think we’ll see a decent move in #EQT soon. Any positive news and this will see similar rises to the above.
Ideally debt restructured or Didier Casimiro joining the board news.

[Peter Bell @AimShareMonster]

@deemers08 I think we’ll see a good run this week in #EQT.
Mcap less than £1m. If anything positive comes from debt restructure then we’ll see a decent rise.
Plenty of other news in the pipeline as well.

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

Solid interview by Ben #EPP

💯UK Largest storage facility,

✅EPP crucial to the UK energy security and gas green energy,

🥇 First mover advantage

💷Gov grants for hydrogen,

💷 Loads of money flowing into the green energy and energy storage space,

😎Ben seeking cost effective funding (i.e no dilution, debt or other type of finance),

💷#EPP with enough money till FID (Drawdown from GGAF money there).

👴 25 years asset life

💷 Investment funds/capitals could get circa 25%+ returns when MESH is in full operation

🧮 The hydrogen revenues will be typically double those achieved from the Gas Production.

🔋Revenue from Gas Sales will be immediately used to develop the storage solution for the hydrogen

Brilliant 👏👏

https://t.co/S5sXmfx4rs

[BigGib @BigGibUK]

#EPP excellent start to the week 🤩

Operator ✅

New partner on board ✅

EnergyPathways PLC - Operator Approval and Contractor Appointment #EPP https://t.co/BMsD0lYbsr #voxmarkets undefined

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

#EPP spelling it out on their presentation

1️⃣Partnership collaborations progressing:
CO2 capture technology for gas power generation

2️⃣Leading wind farm to supply power for electrification and green
hydrogen production

3️⃣Leading global power generation, electrical compression and turbine
manufacturer

4️⃣Leading Global UK and global gas, power and energy storage commodity trader and gas producer

💷 Meanwhile Hynet North West won a £22billion carbon capture project with their carbon capture

🔋The HyNet North West Hydrogen Pipeline will be the UK’s first 100 per cent hydrogen pipeline network at scale.

It’s all happening at our door steps

#EPP market cap is simply cheap down here, it won’t stay this low for long

[Canadian Hydrogen Association @PoweringNow]

EnergyPathways plc has announced a partnership with Wood to advance its Marram Energy Storage Hub (MESH) project, a large-scale natural gas and hydrogen storage facility. #hydrogen #hydrogenenergy #hydrogenindustry #hydrogenmarket #netzero

https://t.co/cbsuX4qXrd

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

#EPP proudly owns 100% of the Marram Gas field, along with its license. This fully appraised gas field boasts approximately 46 billion cubic feet (bcf) of gas, translating to around 460 million therms, with an estimated worth exceeding £500 million.

The CPR makes an interesting read too:

🛢️”A combination of the well logs, core samples and analogues provide adequate evidence of a highly producible reservoir which will sustain high deliverability wells! Figure 4-10 illustrates the highly productive nature of the clean sand and silty sand described in Section 4.1.3.
Marram 110/4-1 Well Core”

🛢️” Well head gas from Marram field will be processed through an NO (Nitrogen Rejection Unit) with capacity of 54 livisctd of raw gas from Marram field.”

🛢️“There are also minor costs for tie-in of the Marram riser and modifications to the NRU. Typically, the operator of the host facilities, in this case Spirit, would pay for the required modifications and pass the costs on to EnergyPathways in the form of a tariff.
Therefore, we question whether these costs should be included in the cape estimate”

🔥So what we established here is that the Marram project has a highly producible reservoir

👏Marram field will be processed through an NO (Nitrogen Rejection Unit) meaning the high Nitrigen is a NO issue

👌Cost will be minor & it is all incorporated into the model already.

If you had any doubts about how good Marram is, well now you know

🔋MESH will be an even bigger money maker for #EPP

[Peter Bell @AimShareMonster]

@MylesMcNulty The only right answer is #EPP of course!

[EnergyPathways @energy_pathways]

A recent @BloombergUK article highlights the £1bn cost of UK wind curtailment, stressing the need for storage. At #EPP, we’re deploying solutions to cut waste & deliver cleaner, affordable power for UK homes.

Read more: https://t.co/HoBviR3Ngn

#Energypathways #NetZero

[Myles McNulty @MylesMcNulty]

+30% on #EPP from the recent 8.0p additions, and circa +475% from entry almost exactly 2 months ago.

I've also been informed this morning that there are actually a few retail traders shorting EnergyPathways, which personally I think is a tad mad. A well-capitalized micro-cap, operating in a topical sector, that has flagged that it could be releasing a handful of very significant RNSs this month...

Pre-FEED results due any day could ignite wider market interest (including MSM coverage, given the MESH project's strategic positioning in Labour's Net Zero push); and also catalyze further announcements re: partnerships, offtakes, etc.

The squeeze here could be very enjoyable!

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

💯It was great to connect with @energy_pathways #EPP and other investors last night.

Key take away from last night’s event:

❌ Ben made it clear that there’s no need a placing & that #EPP have access to funds via the GGAF facility, £2.1m is there for the taking. The loan is available and will be utilised if necessary. I personally have a sense that another non dilutive finance deal at an project level will materialise sooner than expected.

📨 There seem to be several other Tier 1 companies interested in forming partnerships with #EPP on too do the Four we have. We are spoiled for choice.

🔋MESH has the capacity to provide 2/3 of the UK’s gas storage and is strategically located next to the UK’s leading Hydrogen Hub, wind farms, and hydrogen infrastructure.

🗞️ Ben anticipates multiple updates before the year ends leading up to pre feed & many updates in new year too.

🏛️The Gov is well aware the benefit of MESH & how much value it will add & benefit the UK energy transition

💷 The Gov has made it its priority to deliver on Energy Transition & Green Energy. They have lots of cash ready deploy & support projects like ours

#EPP will soon moon 🌚

📍 Right place, Right time, Right sector

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

Big week ahead for #EPP

📅 Event taking place mid week, will likely see updates kicking off soon as we submerge deeper into Q4.

🐝 The buzz around Hydrogen is only going to get stronger

💰With many leading #energy companies are strategically positioning themselves as pioneers in energy storage & Green Hydrogen.

🔋Shell's participation in the NortH₂ project highlights a strong commitment to green #hydrogen production from offshore wind energy.

🔋Equinor's has highlighted the company's focus on hydrogen development

🔋 Uniper has also embraced hydrogen as central to its strategy.

📍#EPP MESH project is well-positioned in as growing market, that is attracting majors from O&G all are keen to switch to Green Hydrogen

#EPP will greatly benefit from its proactive stance in the #gas storage and green #hydrogen market.

We are witnessing a big shift from E&P to harnessing Hydrogen from wind energy.

£50m MC can be tagged here soon. That’s 30p a share & it will likely still loo

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

🤨If you ever questioned the significance of hydrogen, Centrica, Bosch, and Ceres are making it clear for you now.

📍#EPP is strategically situated near wind farms, electricity demand centers, and hydrogen networks.

🔋The current valuation given by the market for the MESH project is notably low, given its capacity of 50 bcf (500 million therms or 15 TWh) and 1.5 TWh for hydrogen.

💷 #KIST invested over £25 million in a 17 million therms project in the North West, while MESH is 28 times larger, suggesting a potential value of £700 million for MESH

(£25 million x 28 = £700 million)

🧮#EPP has also signaled its capability to triple its capacity, which would mean 1.5 billion therms (45 TWh) for gas storage and 4.5 TWh for hydrogen.

8️⃣4️⃣This positions MESH as 84 times larger than the asset #KIST acquired for £25 million, leading to a valuation of £2.1 billion for MESH

(£25 million x 84 = £2.1 billion).

🆙 At £14 million, the market cap is minimal for a company with such valuable assets, a prime location, and four Tier 1 partners eager to collaborate.

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

Why so much noise about #EPP?

💰Well … Leading #energy companies are strategically positioning themselves as pioneers in energy storage & Green Hydrogen.

🔋Shell's participation in the NortH₂ project highlights a strong commitment to green #hydrogen production from offshore wind energy.

🔋Equinor's has highlighted the company's focus on hydrogen development

🔋 Uniper has also embraced hydrogen as central to its strategy.

📍#EPP MESH project is well-positioned in as growing market, that is attracting majors from O&G all are keen to switch to Green Hydrogen

#EPP will greatly benefit from its proactive stance in the #gas storage and green #hydrogen market.

We are witnessing a big shift from E&P to harnessing Hydrogen from wind energy.

£50m MC can be tagged here soon. That’s 30p a share & it will likely still look cheap

[BigGib @BigGibUK]

#EPP only a matter of time before we see this moving through the gears again only next time I think we break into the 20’s and beyond.

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

🔋 The storage of surplus wind energy will be essential as we move towards Net Zero .. a key discussion point at the CoP,

👏 Looking very promising for #EPP

[Bel 🅱️7️⃣8️⃣ @Belcourtoi]

#EPP Expected newsflow:

📑 Pre-FEED by Q4 2024: The company is on track to initiate the pre-front-end engineering design phase by the end of 2024.

🤝Tier 1 Strategic partnership : #EPP is actively seeking partnerships with top-tier players in the industry to enhance its operational effectiveness.

💷Offtake Agreements: Discussions are underway for offtake agreements related to both gas & hydrogen storage and production.

💨 Renewable Energy Agreements: #EPP is also securing agreements with renewable energy and wind farm operators to bolster its green energy portfolio.

📝 License Update: we can expect updates on licensing and developments related to hydrogen storage and production in the near future.

💹 We won’t stay sub 10p for long

Expecting things to heat up soon here & the proper re-rate to kick off