Mike Kay

Radionuclide/oncology radiology

[The Daily Show @TheDailyShow]

Trump was totally going to make a deal with Iran; he just didn't know how "crafty" the Iranians were

[Olena Halushka @OlenaHalushka]

During russia's attack on Kyiv on June 2, Veronika, a mother of two was killed while running with her children to a shelter.

Her sons, aged 2 and 4, were taken to Okhmatdyt children's hospital. The older boy suffered severe bruising and a hematoma. The younger one sustained much more serious injuries: an explosive fracture of his left elbow, multiple wounds to his face and body, and shrapnel embedded in his soft tissues.

The mother did everything she could to save her children. She did not survive. 💔 Everyone who supports russia has our blood on their hands.

Source: Suspilne, photo TSN.

[DCD @dcdnews]

UK's Reabold Resources seeks partner for 100MW off-grid gas-powered data center in Yorkshire https://t.co/862KajWMOb

[Mike Kay @drmk84]

@BreakoutCV EPP

[Reform Party Watch @WatchReform]

This is what people voted for...fucking hell :D

Bizarre moment Reform Councillor Kieran Lay, Thorne and Moorends Ward, asks Full Council for measures to monitor UFO activity as part of reopening Doncaster Sheffield Airport.

Step 1- Work towards cutting council tax.
Step 2- Set up a panel for UAP sightings.

Couldn't make this up... #doncasterreform #reform

[Metalhead @Metalhead2525]

#BRES Great RNS. Two things to take from it.

(1) Not all graphite is the same, and Blencowe have the best graphite. See also many other announcements.

(2) Blencowe’s board are absolutely tireless in their drive to value add. Top management 👏

[Reddit Investor @RedditDeluxe]

So let’s look closer at #EPP EnergyPathways

Progressing and not reliant on the gas storage license:

World’s Largest CAES project (UK’s largest LDES): Based on the storage capacity, output duration and benefitting from massive curtailed wind energy, estimates for revenue pa are around £150m+ (may be higher with cavern expansion and government subsidy or cap and floor benefits)

The Irish Sea has two huge wind farms to come online in the shape of Mona and Morgan. So expansion of the salt caverns with Siemens Energy is likely. Also EPP own the IP for CAES tech.

The project lifespan is 25 years+ so LDES alone is a company maker.

Reliant on Gas Storage License:

Gas Production: Marram alone has 46BCF of gas, based on current spot pricing that’s worth £500m (this doesn’t include Knox or Lowry fields) the figure will be a little lower due to the provision of cushion gas needed to facilitate storage.
46BCF is just natural gas and doesn’t include nitrogen in the mix which will be utilised to create clean ammonia.

Gas Storage: Marram alone has the equivalent storage capacity of Centrica’s Rough Facility 50-60BCF
The revenue value of gas storage is based not just on gas in place, but the opportunity for volatility trading (fill with cheap summer gas to sell on winter peaks)
Based on Marram alone annual revenues are approx £400m+ (but based on the UK’s low gas storage capacity this is conservative)

Hydrogen/Ammonia: This is a harder market to asses as an emerging sector. So based on the initial projected feedstock of 20,000 tonnes let’s value it when it’s used to create Ammonia as that market is very real.
Production of 110,000 tonnes pa is projected. The last domestic UK ammonia producer closed in 2023 and as of 2027 there’ll be a border levy on imports so this will affect chemical & farming Industries. Annual revenues for ammonia, based on volatile pricing could be between £55-100m pa.

Graphite: High grade synthetic Graphite (circa 60,000 tonnes pa) is set to be refined (With Mitsui Japan) to create nuclear/military grade graphite, elevating the price dramatically. Company estimates revenues of £500m pa

EnergyPathways has a suite of revenue streams offering diversification through products and industries at a time where they’ll be the only domestic producer of graphite and ammonia, they’ll effectively be doubling the UK energy storage capacity at a time of critical need and urgent demand. And it requires little or no government funding (however GB Energy or National Wealth Fund may invest)
The offering is also diverse enough to be valuable to any government from Labour to Reform so it is in effect apolitical. (Is Reform going to turn down homegrown North Sea gas, domestic graphite for defence and Ammonia for Jeremy Clarkson and the farming community?)

The tier one partnerships with Siemens Energy, Wood & Costain give the project credibility in the eyes of the government, as does the fact the world’s and UK’s largest CAES/LDES facility is going ahead at pace and it makes the project very real.

MESH is proposed as the flagship project for EPP and Siemens and “one of many” projects that will target favourable geology/infrastructure in the North Sea Continental Shelf.

The risk was that the storage license wouldn’t be granted… But that is now a thing of the past 👏🏻

The second argument is that “it’s not operating until 2030, so why buy now”, the counter is that at £12m MCAP, when project level funding hits and now the GSL is granted and the government and media takes up the story this stops being worth £12m.
The project will no longer be a “retail” focussed stock and with projected yields for investors to be 25% per annum over a 25 year lifespan then pension funds, institutions and family offices take over the register, and they invest for significant and sustained future growth not a quick 10% slice.

[Mike Kay @drmk84]

@BreakoutCV #epp UK biggest compressed air storage project. Now fully funded to FID. Awaiting gas storage licence, already been designated project of national significance. Will be UK only supplier of graphite and ammonia.

[Reddit Investor @RedditDeluxe]

So let’s look closer at #EPP EnergyPathways

Progressing and not reliant on the gas storage license:

World’s Largest CAES project (UK’s largest LDES): Based on the storage capacity, output duration and benefitting from massive curtailed wind energy, estimates for revenue pa are around £150m+ (may be higher with cavern expansion and government subsidy or cap and floor benefits)

The Irish Sea has two huge wind farms to come online in the shape of Mona and Morgan. So expansion of the salt caverns with Siemens Energy is likely. Also EPP own the IP for CAES tech.

The project lifespan is 25 years+ so LDES alone is a company maker.

Reliant on Gas Storage License:

Gas Production: Marram alone has 46BCF of gas, based on current spot pricing that’s worth £500m (this doesn’t include Knox or Lowry fields) the figure will be a little lower due to the provision of cushion gas needed to facilitate storage.
46BCF is just natural gas and doesn’t include nitrogen in the mix which will be utilised to create clean ammonia.

Gas Storage: Marram alone has the equivalent storage capacity of Centrica’s Rough Facility 50-60BCF
The revenue value of gas storage is based not just on gas in place, but the opportunity for volatility trading (fill with cheap summer gas to sell on winter peaks)
Based on Marram alone annual revenues are approx £400m+ (but based on the UK’s low gas storage capacity this is conservative)

Hydrogen/Ammonia: This is a harder market to asses as an emerging sector. So based on the initial projected feedstock of 20,000 tonnes let’s value it when it’s used to create Ammonia as that market is very real.
Production of 110,000 tonnes pa is projected. The last domestic UK ammonia producer closed in 2023 and as of 2027 there’ll be a border levy on imports so this will affect chemical & farming Industries. Annual revenues for ammonia, based on volatile pricing could be between £55-100m pa.

Graphite: High grade synthetic Graphite (circa 60,000 tonnes pa) is set to be refined (With Mitsui Japan) to create nuclear/military grade graphite, elevating the price dramatically. Company estimates revenues of £500m pa

EnergyPathways has a suite of revenue streams offering diversification through products and industries at a time where they’ll be the only domestic producer of graphite and ammonia, they’ll effectively be doubling the UK energy storage capacity at a time of critical need and urgent demand. And it requires little or no government funding (however GB Energy or National Wealth Fund may invest)
The offering is also diverse enough to be valuable to any government from Labour to Reform so it is in effect apolitical. (Is Reform going to turn down homegrown North Sea gas, domestic graphite for defence and Ammonia for Jeremy Clarkson and the farming community?)

The tier one partnerships with Siemens Energy, Wood & Costain give the project credibility in the eyes of the government, as does the fact the world’s and UK’s largest CAES/LDES facility is going ahead at pace and it makes the project very real.

MESH is proposed as the flagship project for EPP and Siemens and “one of many” projects that will target favourable geology/infrastructure in the North Sea Continental Shelf.

The risk is that the storage license won’t be granted… But that would require the government to decline something they critically need and requires little or no taxpayer subsidy. They’d have to have a damn good reason to decline.

The second argument is that “it’s not operating until 2030, so why buy now”, the counter is that at £12m MCAP, when project level funding hits and the GSL is granted and the government and media takes up the story this stops being worth £12m.
The project will no longer be a “retail” focussed stock and with projected yields for investors to be 25% per annum over a 25 year lifespan then pension funds, institutions and family offices take over the register, and they invest for significant and sustained future growth not a quick 10% slice.

[The Spectator @spectator]

London, to judge by a network of anonymous social media accounts and blowhard Maga podcasters, is now a dystopian hellhole where there are no-go areas for non-Islamists, the murder rate per capita is higher than Lagos, you need to be Snake Plissken to use the Tube between Mornington Crescent and Chalk Farm, and the police will arrest you for saying “God Save The King”.

Research published by City Hall presents evidence that this isn’t just a random meme: it’s a co-ordinated propaganda effort.

With the help of analytical tools used by the National Cyber Security Centre, researchers have established that posts about London have risen by seven per cent in two years, and “London in decline” narratives have gone up by 150-200 per cent.

These are coming, the researchers discover, not from the concerned citizens of Clapham but from from Sri Lankan-based troll-farms, Vietnamese Facebook networks, and Nigerian bot webs mimicking UK media.

✍️ Sam Leith

Article | https://t.co/aMcIRqZqF2

[Jim Cornelius @Jim_Cornelius]

This is you, former Conservative MP, now sitting Reform MP, Andrew Rosindell, writing to former President of the United States, Joe Biden 6 years ago proposing the UK hands to Chagos islands to Mauritius and rents them back on a 99-year lease.

[Andrew—#IAmTheResistance @AmoneyResists]

WE.

REACHED.

A.

FUCKING.

AGREEMENT.

WITH.

THEM.

IN.

2015.

THAT.

IMPOSED.

STRICT.

LIMITS.

ON.

URANIUM.

ENRICHMENT.

UNTIL.

2040.

It was called the JCPOA.

And Trump TORE IT UP IN 2018 out of spite for @BarackObama

8 years later, here we are.

Total. Disaster.

[Roy Rogers Happy Trails Music Shop  @RoyRogers_HTMS]

🔥 Peter Bence turning Queen’s Bohemian Rhapsody into absolute classical piano FIRE!
When a world-class concert pianist gets asked for the ultimate rock opera… this is what happens. Insane speed, perfect dynamics, and pure genius on the keys 🎹😎

[Mike Kay @drmk84]

@BreakoutCV #rbd

[Reuters UK @ReutersUK]

'Proudly colonised by immigrants': Man Utd fans turn tables on Ratcliffe https://t.co/LUT5eBnAdA https://t.co/LUT5eBnAdA

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Final Iyan assays confirm thick, near-surface #Graphite and complete the 87-hole programme.

Maiden Iyan JORC now close - set to increase Orom-Cross’s total resource, with further upside still to come from Beehive.

📰Read more: https://t.co/3IyGDD0Rai

[Mike Kay @drmk84]

#gva Geneva airport turned off the ees finger print machines 🤘

[Faisal Islam @faisalislam]

NEW from the ONS

The UK’s homicide rate is at the lowest for half a century… 8% down on the previous year…

For reference this is 8.6 per million, and eg in the USA you’re almost five times more likely to be murdered.

[Mike Kay @drmk84]

@Metalhead2525 $35bn of resource in the ground with a mine shaft already built so people looking long

[AL @bigguyad]

2026 will see @BlencoweRes become huge:

✅️ Already $1.1 billion NPV
✅️ £4.5 mi cash in bank
✅️ Further deep hole assays
✅️ Binding offtakes
✅️ Direct government funding discussions

🔥 A huge 2026 for "...the most significant graphite deposit globally"🔥

#BRES