GoonerDave

Arsenal fan, investor, lover of cats & sloths, and slutty flake eater.

[GoonerDave @NthLdnForever]

@BBCMOTD And yet still no sign of the penalties for 115 charges for Man City? …….

[BigGib @BigGibUK]

#EPP continues to quietly de-risk the MESH project.

✅ Gas Storage Licence accepted

✅ Licence work programme now underway

✅ Q3 offshore survey planned

✅ Ofgem confirms a second LDES Cap & Floor window

✅ UK’s largest planned CAES project continues to advance

https://t.co/F89LjON5TF

[Share_Talk ™ @Share_Talk]

@energy_pathways (AIM #EPP) has been awarded a Gas Storage Licence for its MESH project, initiating a work programme that includes a site survey in Q3 2026 to gather data for environmental, geological, and seabed aspects. The MESH project, designated a project of "national significance," could support up to 60 large-scale salt storage caverns with multi terawatt-hour potential, encompassing compressed air energy storage, natural gas, and hydrogen storage.
https://t.co/NzFHbHo8K8

[NM1 - @AimforProfit]

$EPP EnergyPathways launches work programme after North Sea gas storage licence award https://t.co/mbTMCULMOd @energy_pathways #EPP

[Jam4U @Jam4u_75]

#EPP Lovely. Solid progress being made with more value being added.

- MESH now Licence in place

- Licence sub-sea work programme covering up to 60 salt caverns started

- #EPP into OFGEM LDES cap and floor 2nd round

https://t.co/DQ3lWI0UCz

[Aimless @Aimless_now]

Step 1: read Charles' excellent article
Step 2: listen to interview with @energy_pathways CEO Ben Clube
Step 3: read RNS- 30 yr gas storage licence awarded 1 June
Step 4: buy #EPP

You're welcome!

https://t.co/0VRteucUKf

@RedditDeluxe @that_stocks_guy @NthLdnForever

[EnergyPathways @energy_pathways]

EnergyPathways #EPP is pleased to announce the formal acceptance and award of a Gas Storage License by the North Sea Transition Authority, marking a significant milestone in advancing the MESH Project.

The Company has also commenced the Licence work programme and is planning an extensive survey in the East Irish Sea that will provide data to develop both the environmental, geological and seabed aspects of MESH. The survey results will underpin regulatory, engineering and subsurface workstreams as the Company progresses towards the next phase of development.

The Licence spans a vast offshore area that could support the construction of up to 60 large-scale salt storage caverns, with the potential for multi-terawatt-hour scale integrated energy storage, and over 7 days duration.

The MESH Project has been designated by the Department of Energy Security and Net Zero as a project of "national significance", and will comprise compressed air energy storage (CAES), natural gas storage transitioning to hydrogen storage and complementary hydrogen production for clean power and sustainable hydrogen industry uses.

In addition, the company welcomes last week’s announcement by Ofgem, marking a major milestone in the development of the UK’s LDES market. With the Gas Storage Licence awarded, the Company is gearing up to enter its LDES CAES project into Ofgem’s second window of the cap and floor scheme. 

Ben Clube, CEO of EnergyPathways, said:

"EnergyPathways continues to advance the LDES element of the MESH Project, which will be the UK’s largest LDES facility. Given its ability to supply multi-day duration power – as opposed to batteries which run out after a couple of hours - the Directors believe it is uniquely positioned to make a significant contribution to reducing the UK’s heavy reliance on expensive gas power generation and lowering electricity prices.”

#MESH #EnergyTransition #EnergyStorage #LDES #CAES @NSTAuthority @energygovuk @Siemens_Energy @ZenithEnergy @Woodplc @CostainGroup @hazergroupltd @ofgem @neso_energy

[Reddit Investor @RedditDeluxe]

A very bullish statement from usually conservative #EPP CEO Ben Clube:

“The value of the prize is enormous and into the billions of pounds”

https://t.co/Y3UTmH1TTh

[GoonerDave @NthLdnForever]

@BigBiteNow Spot the CAES project, then take a look at. #EPP

It’s all set for C&F Round 2.

Will be Europe’s largest CAES and integrated and developed alongside the Gas Storage Project also for cost benefits.

https://t.co/dplZP7HzAg

[GoonerDave @NthLdnForever]

@BruceUnfiltered What is missing is Energy Storage. Green energy (wind) can be stored, you don’t need curtailment fees to stop the wind turbines spinning.

@energy_pathways will provide this with CAES.

It will also extract gas from UK shores, + turn it to hydrogen, graphite and ammonia.

#EPP

[Dave @djp4976]

#GFIN nicked from a post on LSE by @MarkWal17068493

@TheDavidHalley joined #GFIN August 2023, below are he’s shares purchases and option entitlement since.

Share purchases

9 Aug 2023 - 66,666,667 @ 0.06p, so £40,000

4 Sep 2023 - 7,680,000 @ 0.135p, so £10,368

6 Sep 2023 - 7,000,000 @ 0.1233p, so £8,631

26 Sep 2024 - 200,000,000 @ 0.015p, so £30,000

5 Feb 2025 - 24,000,000 @ 0.0625p, so £15,000

Options issued

23 Aug 2023 - 271,922,393 @ 0.06p.

20 Feb 2026 - 200,000,000 @ 0.0475

In total he owns 305m shares and has options of 471m

Total potential holding of around 776m shares combined.

Let’s not forget, he has not taken a single penny in remuneration since he joined, name another sub £5m MC where a CEO hasn’t been paid in 3 years.

If he wants he’s pay day, it means the share price needs to materially increase from current levels, anyone calling #GFIN a lifestyle company just because of the current share price or £2m MC is completely wrong

[GoonerDave @NthLdnForever]

@moving_charlie And how would that work on a rental property?

Currently having to pay the council tax , but then the renter also stiffed effectively paying the owners stamp duty too.. ?

[Charles Archer @that_stocks_guy]

#UOG Brian Larkin:

'The strategic value of Atlantic-facing acreage with direct access to major markets has been fundamentally repriced, and Jamaica sits squarely in that category. As a result, our farm-out strategy has gained momentum and we are encouraged by the calibre of the counterparties under NDA, reflecting both the quality of the asset and the work we have done to advance it. We are focused on converting that into the right outcome for our shareholders.'

Analysis not required.

[GoonerDave @NthLdnForever]

@FirstSquawk @energy_pathways #EPP @Ed_Miliband

MESH to the rescue.

Why not #OFGEM bring forward Cap & Floor Round 2 application and fast track MESH through this.

It’s going to be the biggest CAES system in the World and the UK’s biggest LDES.

Fix the UK now!

https://t.co/PEnlY6XPcm

[GoonerDave @NthLdnForever]

@ClaireCoutinho You can drill for natural gas and have clean energy.

You can turn that gas into hydrogen, and then produce graphite and ammonia as a by-product in the UK instead of importing it.

You can have clean wind energy and store it with LDES & CAES.

@energy_pathways is the future.

[Uni @AIMRANGER1]

#GFIN taken more yesterday and today , got a bit side swiped by the small placing but puts the company in a better position to progress revenues and tie up deals , expect news flow to start very soon on new tie ups and increased revenue streams. Timing is key for multi baggers

[EnergyPathways @energy_pathways]

#EPP A timely article by EKU Energy CFO Erin Lee in The Engineer, highlighting a reality that is becoming increasingly clear: to achieve its Clean Power 2030 ambitions, the UK needs large-scale, long-duration energy storage.

As renewable generation continues to grow, the challenge is no longer simply generating clean electricity — it's storing it and deploying it when needed. Industry experts, regulators and policymakers are increasingly recognising that long-duration energy storage (LDES) is essential for reducing curtailment costs, bolstering energy security, and lowering consumer energy bills.

This is precisely the challenge that EnergyPathways' MESH project is designed to address.

Expected to be Britain’s largest integrated energy storage project, it will bolster Britain’s energy security and help lower consumer bills. Designated a project of “national significance” by the UK Government, MESH combines compressed air electrical storage (“CAES”) with natural gas and hydrogen storage.

MESH has the potential to play a critical role in helping the UK unlock the full potential and value of its renewable energy resources. And as the debate moves from renewable generation to system flexibility, grid resilience and energy storage, projects capable of delivering energy storage at scale are becoming increasingly important to the UK's energy future.

Link to Article: https://t.co/kZaHrgJJID

#EPP #EnergyStorage #LDES #CleanPower2030 #EnergyTransition #Hydrogen #CAES #EnergySecurity #MESH #EnergyPathways @TheEngineerUK @energygovuk @eku_energy @Siemens_Energy @ofgem

[Uni @AIMRANGER1]

#GFIN continue to pick up shares , some interesting links developing here and think we are very close to updates on a few fronts , timing is key, buy low, bottom looks in here , multiple businesses under the one banner.

[Reddit Investor @RedditDeluxe]

I’ve written an accurate breakdown of why the #EPP £15million finance facility differs from regular CLN finance structures.

I think the market has been rather lazy with regard to this and saw the words CLN and have assumed it is typical AIM death spiral funding.

Many thanks to @Share_Talk for publishing.

https://t.co/TWJT53JZZz

[EnergyPathways @energy_pathways]

#EPP In the @guardian today, @phillipinman highlights how sky-high energy prices are stagnating economic growth and risking the deindustrialisation of British manufacturing.

A survey led by manufacturers’ body Make UK said its members found that many would not be able to cope for much longer with energy costs that were twice the average in continental Europe and four times higher than in the US.

The problem of high energy prices isn’t one of a lack of power. In fact, the UK generates abundant renewable energy. The issue is that this cheap, clean energy often doesn’t make it to the market. Why?

One of the key reasons is that the transmission network was not designed for this scale of renewable generation. As a result, on windy days when output is high, the grid often lacks the capacity to transport or absorb all the electricity being produced. This then means that wind farms are turned off.

Renewable energy is curtailed, while gas power generation is brought online to balance the system, and as more renewable capacity is added, the challenge becomes even greater.

To manage these constraints, the system operator regularly pays wind farms to reduce output. In 2025, wind generators were paid approximately £350 million to switch off. At the same time, Britain spent more than £1 billion firing up gas-powered generation to maintain system balance.

In total, around 10.4 terawatt-hours of renewable electricity was curtailed — enough to power approximately 3.6 million homes for a year. The total cost of balancing the grid reached £1.35 billion.

Ultimately, those costs are passed on to consumers, both domestic and industrial.

At EnergyPathways we believe an effective way to help lower energy bills is through long-duration energy storage (LDES). The ability to harness this cheap and abundant renewable power and deploy it when it’s needed is vital to help reduce energy costs, manage renewable intermittency and shore up grid resilience.

EnergyPathways’ MESH project, expected to be Britain’s largest integrated energy storage project, will bolster Britain’s energy security and help lower consumer bills.  Designated a project of “national significance” by the UK Government, MESH combines compressed air electrical storage (“CAES”) with natural gas and hydrogen storage.

https://t.co/r3w0cx725j

#MESH #EnergyStorage #EnergyTransition #EnergyBills #LDES @MakeUK_