Member Info for GoodGrief

Looks like trenching equipment has now appeared at the Copwood Roundabout outside Uckfield, East Sussex.

There’s been absolutely nothing from Siemens JV since the very first Endurium battery was installed in Spain for testing.

Doyezee “I’m also excited about the potential with Siemens Energy through the JV“

I drive past Copwood fairly regularly. Solar panels installed. Still working on site. I wonder how long till it’s operational?

"A new capacity pricing mechanism to support electricity storage in China appears to favour long ..."

… VFB over lithium !!!

https://x.com/research_tree/status/2021490693395366328?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

FY 2025 PBT loss estimate of £20.1m is unchanged on improving gross margins as shipments of the new Endurium VFB ramp up.

Longspur Research

Invinity has released a year end trading update and has also announced two new sales agreements totalling 20MWh of Endurium flow batteries. 2025 has ended with evidence of growing momentum with four new agreements announced in the past seven business days. Frustratingly the impact of the timing on concluding a single agreement means revenue and grant income for 2025 will now come in below consensus but we do not think this should mask the progress the company is making as evidenced by the growth in the order book for 2026....

Canaccord Genuity has £54.5M for 2026 and £143.6M for 2027

This is hugely significant news. And Invinity stand to gain handsomely if their main competitor in the UK LDES projects is badly tarnished.

Https://x.com/bigbitenow/status/1975960022866600181?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

It's well worth listening to the #IES recording when it becomes available.

Comfortably financed now until 2027.

If all LDES come in, it is worth several billion pounds in revenues.

All suppliers are ready to scale once the certainty of orders is confirmed.

Two lenders have already approached Invinity on LODES to finance ahead of delivery. Indications that this will also apply to LDES projects. UK banks are very interested in financing projects. Cap and Floor is set up financially to support such financing. Massive if true.

At last, some visibility from Gamesa. It’s been a long long wait from when they first announced their joint development project.

Graph from Texas’ ERCOT.

https://x.com/adamlevey7/status/1967583135698395436?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

One of the state-owned company’s objectives is to create local jobs and strengthen the domestic clean energy supply chain to ensure that as much of its as possible originates in and benefits the UK

https://www.solarpowerportal.co.uk/energy-policy/how-great-british-energy-build-uk-solar-supply-chain

Planning approvals at highs with 100+ battery filings April-June 2025: 8.4 GW (double last year). Year to June: 30 GW over ~400 schemes.

UK needs 23-27 GW by 2030 (from 6 GW now)—deliver this pipeline & we're there.

https://x.com/janrosenow/status/1958799253469270441?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

Mega-Batteries Set to Power Europe's Next Big Energy Trade

Getting paid to buy, store and sell energy back into grids could be the next big trade for firms that made fortunes hauling oil, gas and metals around the world

https://www.bloomberg.com/news/articles/2025-08-13/vitol-trafigura-bet-on-batteries-as-eu-power-prices-swing-wildly

PS if you register you get 1 free article per month

Or you could ask your questions on Monday’s Investor Meet Company presentation and Q&A.

https://www.investormeetcompany.com/companies/invinity-energy-systems-plc

Https://macholevante.com/news-en/189551/vanadium-redox-flow-battery-manufacturing-2025-surge-30-market-growth-forecast/

At the close of play last night, Artha were reported to be in for another 1.5M shares.

Https://x.com/invinityenergy/status/1927974722630770836?s=46&t=xr3PGDdXoXIZRFY0MmBgOQ

3R Energy seem to be doing all the right things at Hagsham.

https://www.insider.co.uk/news/how-reputation-shape-scotlands-path-35264657

Once contracts land, I don’t think they’ll have any trouble with project finance.