This is not a detainment camp in World War II, nor a prison in the Holocaust, this is Gaza. A chilling reminder that history repeats.
A holocaust is happening right before our eyes and the world is silent
#forg
The market now moves from "planning to drill" to "actively testing historical gold targets", including Curleys where the historical 1m @ 47 g/t Au from 70m intercept came from.
#forg Rns 🚀
TALKING stops...now ACTION TIME..
Tracks have been laid..now..TRAIN DEPARTS the STATION🚀
Remember 42 holes in 3 weeks..= 2 holes per day on average..few pictures/images would go long way..Assay results in about 7 wks time
Mc only £4m
https://t.co/rdK4fB0lQQ
#forg
PEAK HILLS 1st drill now✅
PEAK HILLS 2nd drill to follow straight away✅
GREEN ROCK 1st drill in Q3✅
and we haven't even mentioned
MT SHOLL £multibillion jorc compliant asset✅
All for mc of £4m✅
Fill Ya Boots at current levels✅
Görüntüler Batı Şeria'nın Nablus şehrine bağlı Hawwara kasabasından,israil askeri Filistin'li genci ailesinin yanında zorla kaçırmak istiyor, genç itiraz edince orada yargısız infaz yaparak katlediyor, dünya, israil terörünü konuşmuyor !
Thanks to @Share_Talk for publishing this brief #EPP article… perhaps a more expansive write up is needed on what to expect for the next steps of MESH and the way in which Energy infrastructure projects like these accrue market value on their derisking journey.
One of the most horrifying scenes in human history has been revealed.
When Israel forced thousands in Gaza to collect flour mixed with sand due to severe famine.
A moment the world must never forget.
#EPP LinkedIn Post: £200m National Wealth Fund Investment in EnergyPathways partner Associated British Ports. (Part of a wider £300m investment package from Bank of America, NatWest and Lloyds.)
Very positive for EPP, the Port of Barrow and wider local industry and the community.
https://t.co/wNnkBNCKvx
Let’s deal with the elephant in the room with #EPP: Funding and Timescale
Imagine this: A UK small cap company with an energy storage project in a safe jurisdiction, deemed “Nationally Significant” by the Secretary of State, awarded a vital gas storage license by the NSTA, partnered with Siemens Energy, Wood and Costain and signing port deals with the Association of British Ports. They’re set to build the largest energy storage project in the UK and the largest CAES project in the world at a time of critical demand, they’ve just released figures (corroborated by Siemens Energy) projecting a NPV8 of over a billion pounds for a modest proportion of their revenue streams and last week they met with government bodies at Number 10, DESNZ and the Department of Business and Trade (as well as global financial institutions/banks)… In spite of this, they’re valued at a mere £21m market cap… Why?
Well, there are 2 primary reasons and I’ll address them separately in the coming paragraphs.
First is funding. MESH requires several hundred million pounds to build out the project and despite stating it has offers of private sector finance in place and doesn’t need government money, in the last webinar it was hinted that they are a likely candidate for funding via GB Energy and/or the National Wealth Fund.
What seems to be spooking investors is the risk of a capital raise. So, let’s just put that to bed once and for all. At a sub £25m mcap there is no way in hell that an AIM retail cash raise will deliver even 1% of the CAPEX needed to build MESH, so in terms of funding, with regulatory approvals now in place, think global financial institutions, banks and government investment. This is not a project that will be calling on the illiquid AIM retail market for cash from here on.
Also, with reference to funding, the current £15m finance package will almost certainly become obsolete once strategic funding is announced. In my opinion, based on the funding/drawdown RNS, liquid cash reserves were required to advance initial work programs to satisfy the NSTA in order to obtain license approvals. Once project level finance is announced goodbye £15m facility.
The second issue is timeframe. With an FID of 2028 and project rollout in 2031, investors seem to think that until first revenues are delivered the valuation of the company will stay the same as now. It’s a bizarre outlook to have in terms of investment, but I understand this as AIM is a small cap market not used to dealing with national grade infrastructure projects, and post crypto, investors are attuned to rapid returns.
With this in mind, I’ll ask one question… When CAPEX level funding arrives in the hundreds of millions will EPP still be valued at £20-25m? The answer is a categoric NO!
And based on the rapid rollout required of EPP by the government, the funding needs to land soon.
Regarding political risk… 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 the farming community? No.
With a project forecasting 20-25% annual yields over a lifespan of 30 years, potential government backed revenues in the hundreds of millions via OFGEM’s cap and floor scheme and media coverage on a national tier one scale, this will rapidly depart the AIM retail zone and enter a different league. The question is, when will this be recognised by AIM investors?
Having been an investor in EPP for nearly two years, and with recent regulatory approvals, I feel comfortable saying: it’s the one stock that I think will create generational wealth for investors.
Of course DYOR and read back through the past year’s RNS’s carefully and scour the new corporate investor presentation (link below), as it’s in the detail that the real value proposition of MESH is clear.
https://t.co/tncT949DTE
@aleabitoreddit@richrunyeon@Siemens_Energy
We've just released the following announcement: EnergyPathways PLC - Appointment of Independent Non-Executive Director
Check out the full announcement and join in with the conversation at: https://t.co/5bnhoGoV8e
#EPP
Brilliant appointment by #EPP
Martyn Millwood Hargrave joins MESH bringing 40+ years of expertise in subsurface technology, energy systems & industrial innovation.
🔵Founder & former CEO of Ikon Science, acquired by Constellation Software in 2025.
🔵Current roles:
Visiting Professor in Earth Sciences at Oxford
Senior Associate at Oxford Net Zero
💻Expertise spans:
– Hydrocarbon E&P
– Carbon capture & storage
– Hydrogen
– Geothermal
– Nuclear waste disposal
– Greenhouse gas removal
🏛️Advises governments, regulators & industry on complex strategic energy projects.
🏗️At MESH, he will support:
– Subsurface systems
– Integrated energy infrastructure
– Hydrogen & industrial decarbonisation
– Strategic materials & graphite value chains
🔵MESH is positioned to play a key role in:
– UK energy security
– The energy transition
– Industrial supply chain development
– UK 2035 Critical Minerals ambitions
An important element of EnergyPathways #EPP work to develop our MESH energy storage project is engagement within Westminster and Whitehall, to explain the project and the benefits it offers to the UK – notably on energy security, the energy transition, in lowering energy bills and in boosting industrial/economic growth, in particular in Barrow-in-Furness, Cumbria.
Last week, Ben Clube, our CEO and James Poole (our CTO) met with officials at the Department of Energy Security and Net Zero, the Department of Business and Trade, and at No 10.
As we take MESH forward, EnergyPathways is fully committed to working with the UK Government, industry regulators, regional agencies, and industrial partners as the UK’s energy system evolves.
Our new corporate presentation highlights the significant potential value that MESH offers to both investors and the wider UK energy landscape: https://t.co/Ls5NWUTsSv
#MESH #EnergyTransition #CleanEnergy #LDES #GasStorage #CAES @energygovuk@Siemens_Energy
In response to EnergyPathways’ #EPP new corporate investor presentation, SP Angel has produced a comprehensive research note outlining the sheer scale and value proposition of the MESH Project for investors.
The MESH project is expected to be Britain's largest integrated energy storage project and will bolster Britain's energy security and 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. Located in the Irish Sea and connected into Barrow-in-Furness, the project utilises large-scale subsea storage, designed to store energy in a highly cost-effective manner. Its licence area has the potential to support the construction of up to 60 sub-surface salt caverns.
Link to New Corporate Presentation: https://t.co/Ls5NWUTsSv
Link to Research Note: https://t.co/J3wVO1bQf9
#EPP #MESH #EnergyTransition #CleanEnergy #EnergyStorage #GasStorage #LDES #CAES @energygovuk