Member Info for mister_tidal

Hmm. A bit unexpected imo. If there is true progress, why not be more specific? No RNS?

They leave us a bit guessing here. 😅

Indeed. Mey is another important asset and the project is approved as well.

I can't stop thinking that all this seems almost too good to be true 😅 what am I missing? Because if they can execute.. 10p will be quite realistic and 20p if they can show platform-level competence.

Hm, I mean there's not a huge spike in volume, is it?

But I am watching it as well - sort of. I am quite sure that we won't have to wait until October until the volumne (and valuation) is going to pick up.

All assuming that there are not delays or disasters: Some amount of retail traders might flock in at some point as the deadline approaches. Only to be followed by the update from AMP regarding the energizing-event at the site. If that won't move the needle, then I don't know what.

Anyways.. I don't really know what "a lot" or "a little" of trades is. All I am quite sure is that some momentum will pick up before October as long as AMP looks to be able to achieve the deadline close to what they predicted.

Only thing left then is to take a look at the energy market and we should be able to compute how high their revenue is likely going to be a year ahead (minus volatility of the energy market).

I wasn't aware, or rather I never thought about, how much it takes to get a grid connection. Feels a bit silly because it should be obvious. Anyways.. AMP has the real-estate Uskmouth. Already connected to the grid. Talk about advantage.. Any competition that only recently realized that BESS is a market to be taken will lag behind, I guess. Why? Because the company bought up the whole thing already in 2015 and wasn't able to convert it to a pellets-based incinerator. Probably for the best. With solar and wind on the rise, BESS rises with it.

Especially during winter. Seeing ou PV producing absolutely nothing yet seeing the heat pump consuming a steady 1.5kW to 2.5kW I cannot stop thinking of tidal energy. Yes, there's wind too but tidal is a f****ng guarantee!

Not here in Austria of course. But for the UK or similarly situated areas ..

Especially if AW1 is successful and delivered in time.

"sheet" but with an "i" instead of "ee"

oh.. the link got redacted.. you have to replace the **** by a correctly written word that refers to human waste - kinda like ****

got intruiged by this comment

https://www.reddit.com/r/climate****posting/comments/1rrvpiv/comment/oa2hluv/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

china dominates the global bess market, leading in installed capacity (215.5 gwh in 2024) and driving down costs with huge manufacturing scale. conversely, the uk is a mature, policy-driven market, focusing on optimizing grid services and high-efficiency, long-duration storage within a smaller, sophisticated european ecosystem.

chinese bess market (dominance & cost leadership)

capacity: controls nearly two-thirds of the world's grid-scale bess installations.

market drivers: driven by state subsidies and massive government-mandated renewable pairing requirements.

cost: focuses on aggressive cost reductions, aiming for 30% lower construction costs by 2025. cell prices dropped to ~40/kwh locally as of late 2025.

technology: strong emphasis on lfp (lithium iron phosphate) and increasingly larger battery packs.

uk bess market (maturity & services)

market position: one of the top three global markets by investment attractiveness, with a mature, competitive landscape.

market drivers: shift from early development to high-volume execution, focusing on grid-balancing services.

key suppliers: while dominant, chinese companies like catl and byd are major players. however, tesla currently holds significant market share in the uk in battery supply.

regulatory framework: the uk's energy bill classifies bess as a generation asset, allowing better market participation.

key differences

scale vs. sophistication: china leads in raw capacity, while the uk focuses on the financial sophistication of the market.

cost factor: china’s local bess costs are far lower due to domestic manufacturing, whereas uk costs are higher, partly due to reliance on imports and higher epc (engineering, procurement, and construction) costs.

growth pace: china is rapidly expanding new capacity, while the uk is focusing on enhancing the efficiency of existing, congested infrastructure.

So far I didnt buy more. Stopped at 900k shares. Was able to sray disciplined but it is not easy at times.. being so convinced that AW1 will change everything.. but then again.. im already quite exposed. It makes up a good 20% of my entire portfolio 🫠

The more I turn this, the more it becomes apparent that the company is heading towards a significant turnaround once AW1 is operating. If they land near the EBIDTA projected, the company should see a massive re rate as it would function as a proof for what is to come: AW2 and AW3. Of course, not to forget Mey BESS.

The only real question seems to be how they will be able to finance it all. Not if, but how. It's quite possible that we'll see some dilution, but likely much less if they can wait long enough until AW1 is there and the company proves its value. Also restores some trust given its challenging past in the tidal sector.

Do we have some idea how this may look like? How the company might fund future projects? I must assume the board will be careful with dilution and try to keep it at bay. As the share price stands today, dilute now would be a very poor move. Do so in a year or more, much different. But do we have the runway?

Any thoughts?

Be patient until AW1 is online and money is coming in. That should bring us back on the radar at the latest.

Yeah, also please hurry up with 10xing thw valuation before AI replaces my job as software engineer.

@Jimmy nothing because he did not buy into Ampeak. He bought SIMEC who is a majority holder of Ampeak. Ampeak is part of the SIMEC portfolio. No share transfer needed here.

I was surprised as well but then again I'm used to this kind of thing by now. Anyhow, the "realistic" worst case is that we have to wait until revenue comes in as suggested by TRob. I'm okay with that as this should be the case in approximately 12 months if I'm not mistaken? In the meantime there's good chances the stock gets discovered by other investors.

Nice to finally get the approval. It took so long, I was a bit nervous not gonna lie.

SP does not seem to do much but well, its only a matter or time.

Released today. Should not take long until tidal follows?

Well, I'd book that as "good news" even though I wouldn't have minded a stake in the company.

As they should. Everyone who knows, already sits on plenty of shares. And below 15p or 20p, I might not even sell. Certainly not below 10p.

It's still very quiet this topic. I guess we won't see a decision being made this year

That's what SHE said!

I know where the door is ...