Member Info for Lesserof2weevils

Inclined to agree, I keep topping up/ averaging down at this level as and when funds allow as it seems like good news is on the way

I think you’ve made your point now, unless you’ve got anything to add to the discussion regarding the company then i’d rather not have this kind of stuff which serves no actual purpose cluttering up the board if that’s alright

Lol, are you referencing DHL per chance? I’m certainly feeling ‘once bitten, twice shy’!

Just to add to my last message, it looks like it’s been filtered just for UK visitors, so those additional visitor numbers and for UK only. Would prefer to see global numbers and especially central and southern America as that seems to be where where the tech is being rolled out

I’m struggling to see how it is the tracking portal for a couple of reasons:

1) the domain address in the top left hand corner says t42.co.uk and not the tracking portal address.

2) the visits are 148 per month, I hope for all our sakes that we have more visitors than that to the actual portal.

Happy to be proven wrong but I can’t see it from that screenshot alone

It looks like website visitor numbers

Thanks 15Lives, just for my own clarity and understanding, are you saying the scenario that SP Angels set out in their report isn’t what is being proposed in this RNS? Appreciate the owner/operator model isn’t what is set out but the financial modelling still applies, or not? The hydrogen CfD is also seemed to be worded as low carbon rather than green so would a project like this not also be eligible should it meet the criteria set out in the CfD?

Thanks, looking at the sp angels research report - sept 25 - and their in-depth calculations, it looks like the cost of the project is actually nearer £32 million, however revenue is significantly higher than what I calculated - probably based off of the CfD price of £9.49 per kilo, of £11 million. If we are talking about raising finance, then having a guaranteed off take agreement and a CfD in place then achieving finance through the same channels that service other renewable developers should at least in theory be accessible. That being said, the expectation would also be to finance at least some of it ourselves, which does seem to point to a raise

Thanks, I wasn’t quite sure about that part, any idea on what that would be?

I’ve just found that RNS that answers that - top end 3.5 tpd.

Anyone can feel free to question the next bit of maths/assumptions , ideally without being too much of the end of a bell:

3.5 tpd

3500 kilos of hydrogen

Conservative price of green hydrogen ~ £4 per kilo

£4 x 3500 =£14,000.00

£14,000 x 250 day (working days per year minus Christmas shutdown)

= £3,500,000 per annum

Does anybody know what 40 tonnes of waste per day converts to in terms of hydrogen? Would be good to get an idea of what that looks like in terms of potential revenue

💯 and I would agree with you on the 10p sp!

I would expect a re-rating one the current battery project comes online and we start seeing the revenue from that. That should also make financing the other planned projects that bit easier.

If that’s aimed at me, then yes that was the joke lol

I reckon maybe a day or so rather than months ;p

In terms of when they will redeploy ttg1? Hopefully it will get redeployed shortly and with the AR3000

Looks like the agm taking place on the 31/12/25. Anyone had a look at the voting options? Anyone with more knowledge on what those options are saying, your insight would be appreciated.

What work is taking place?

Https://www.gbe.gov.uk/sites/default/files/2025-12/2270099%20GBE%20Brochure_%2816-9%29_OFFICIAL%20SENSITIVE%20REMOVED%20V17_COMPRESSED.pdf

Page 40 at the bottom ‘GBE ventures’ - main technology listed - tidal energy

Good that it doesn’t require a EIA, and I guess that once the AR3000 has been validated that more will follow shortly after

When is the decision on meybess due?