Member Info for ocelot

Southern England.

"This project has the potential to store 3 TWh of hydrogen in subsurface constructed salt caverns and is essential to decarbonising the Solent Cluster and southern England ..."

SGN LOS of 27/06.

2 extracts from the interim results RNS of 28/06:

UKEn's Dorset project has the potential to provide the hydrogen storage needs for the Solent Cluster and Southern England and, if delivered, would be a key enabler for the decarbonisation of an area projected by National Grid to consume 56% of the UK's hydrogen demand by 2040.

And citing SGN's LOS:

"This project has the potential to store 3 TWh of hydrogen in subsurface constructed salt caverns and IS ESSENTIAL (my capitals) to decarbonising the Solent Cluster and southern England.

Https://www.kitco.com/news/article/2024-10-21/gold-rally-reflects-growth-dollar-alternatives-west-must-wake-el-erian?utm_source=site_navigation&utm_medium=sidebar_link&utm_campaign=latest_news&utm_term=gold_ab_sidebar_news

From 02:14: "We've been talking to the government now on this for about 2 1/2 years. Our projects are very well known"

TrollHunter2,

Believe UKOG are ahead of EPP. In the video above, SS speaks of contacts with government going back about 2 1/2 years and of the Portland project being well known (or words to that effect).

.

Excess electricity generation from renewable sources, arising due to network constraints or low demand, is already a challenge for the UK, with wind generators being paid to turn-down or curtail. The UK's annual constraint costs are expected to rise from around £2bn per year to around £8bn per year by 2030 ...

Those expected constraint costs provide a powerful financial incentive for encouraging investment in storage.

Hydrogen Storage in the UK

In order to achieve the UK's ambitions of up to 10 GW of low carbon hydrogen production capacity by 2030, a significant build-out of hydrogen storage and transport infrastructure will be needed.

Hydrogen storage at scale will be important in the UK's future energy system in order to harness renewable power that would otherwise be wasted. Excess electricity generation from renewable sources, arising due to network constraints or low demand, is already a challenge for the UK, with wind generators being paid to turn-down or curtail. The UK's annual constraint costs are expected to rise from around £2bn per year to around £8bn per year by 2030 ...

Https://www.londonstockexchange.com/news-article/EPP/collaboration-with-government-on-hydrogen-storage/16723086

GreenRoc Strategic Materials plc (AIM: GROC), a company focused on the development of critical mineral projects in Greenland, is pleased to announce that Stefan Bernstein, Chief Executive Officer, will be recording an Investor Presentation and Shareholder Q&A session.

The recording will be published on the Company's website and the London South East investor platform at https://www.lse.co.uk/media/GROC/on Monday 28 October 2024.

Shareholders are invited to submit questions to Mr Bernstein by emailing greenroc@stbridespartners.co.uk or via this link: https://forms.office.com/e/dJQbLjk1Kv. Please ensure all questions are submitted by 4pm UK time on Thursday 24 October 2024.

Https://www.greeninvestmentgroup.com/en.html

Https://cadentgas.com/about-us/future-of-gas/hydrogen

From Citywire's round-up of the morning press:

The Sunday Times: The government has prepared the markets for an extra £80bn of borrowing over the next five years to fund ambitious spending on infrastructure and green energy.

The Sunday Telegraph: Cadent Gas, owned by a consortium led by investment bank Macquarie, has unveiled plans for a 60-mile ‘blue hydrogen’ pipeline in the north of England amid a row with environmentalists over the technology.

So £5.8bn of the NWF's capital for the 5 manifesto sectors + £17.4bn of private investment = total of £23.2bn.

With a target portfolio mobilisation ratio of 1:3, the NWF could mobilise at least £70 billion of private investment; (page 7, just before the extract cited below).

At least £5.8 billion of the NWF’s capital will focus on the five sectors announced in the manifesto: green hydrogen, carbon capture, ports, gigafactories and green steel (from page 7 below).

https://assets.publishing.service.gov.uk/media/6710cf42080bdf716392f558/NWF_IIS_Publication.pdf

Https://www.gov.uk/government/news/government-launches-british-infrastructure-taskforce

Just realised lse is showing the closing price on another stock as it was just before 15:00.

I took 13 from the top of this page so they've actually reduced the number of trades to 11 since then.

Trades 19 to 135 all went through at 16:35:00 or 16:35:01.

Given you state that UKOG can obtain "puff" from major industry players on demand, you appear to rate management pretty highly.