Member Info for oldtramp

@TL as Lutra mentions it is only a briefing for House of Lords but Tidal being one of the only calculable forms of green energy one would hope it gets a mention . Regarding BESS and and GB Energy it would make sense for them to have a stake with all the wind energy planned a way of storing energy during low requirements is a must .

Next Wednesday the King will read this speech before parliament laying out Labours intentions.

It clearly states the government will co invest in tidal let’s hope SAE as the largest tidal array gets included.

https://researchbriefings.files.parliament.uk/documents/LLN-2024-0034/LLN-2024-0034.pdf

Great to see the board buying some shares 👍

Regarding Lenovo in the last investor meet David did mention both EXR and Lenovo had problems hopefully now that Lenovo is going to use Meta OS the issues will be sorted .

https://www.techradar.com/computing/virtual-reality-augmented-reality/meta-quests-software-is-coming-to-new-asus-rog-and-lenovo-headsets

Thanks TL and the valuation is

“Valuation and Outlook

Analyst Daniel Slater’s valuation of SAE includes both the BESS and tidal businesses. The BESS business alone is valued at 5.9p per share, with the tidal business adding another 1.4p per share, totalling 7.3p per share. This valuation reflects the potential growth from ongoing project developments and strategic partnerships.

Slater states, “We believe progress of the project portfolio, particularly the BESS projects, should drive the share price over the coming months and years. “

We normally get a Pre-Close Trading Update and Notice of Results 1st couple of days in August.

Certainly a lot of press on Tidal and GB Energy

https://www.publicfirst.co.uk/great-british-energy-from-pledge-to-reality.html

Full report

https://cdn.ymaws.com/www.renewableuk.com/resource/resmgr/media/public_first_-_gb_energy_-_f.pdf

I guess the 1st sign will be an increase in AR6 CFD for tidal pot .

News is due soon a £30m has been talked about instead of the current £10 m which would show a sign of confidence.

On another point correspondence on MeyBess is due in before end of July (although it could be delayed) a positive outcome would be a major plus .

Thanks Tl & Pask 👍

GB Energy “could” purchase a majority shareholding in Meygen which would pay for the turbines etc SAE “could” then run the project with a minority shareholding for arguments sake let’s say a 20% holding with a Power takeoff agreement for the Bess ?

But who knows

This is quite a good read

https://energysavingtrust.org.uk/great-british-energy/

Haven’t noticed Exxon as a customer before .

https://engagevr.io/creating-digital-twins-with-engage/

Pages 11/12

References tidal industry

https://labour.org.uk/wp-content/uploads/2024/03/Make-Britain-a-Clean-Energy-Superpower.pdf

Farm out looks the best possible solution to me 😉

Another Analyst research document issued today

Quite easy reading but worthwhile.

https://saerenewables.com/analyst-research/

You might need this 😂

https://www.xrtoday.com/mixed-reality/new-meta-quest-for-education-product-due-this-year/

BBN whilst someone else is posting here this is worth a read .

1st report is on Meta setting up Meta quest for education.

The 2nd article is on 5400 licenses for Kentucky schools for education .

From RNS

“ https://www.lse.co.uk/rns/EXR/pre-close-trading-update-and-notice-of-results-lcgaie0mxxftuoq.html

“ 5,400 user K-12 education license deal signed with a US state as a pilot programme valued at in excess of €300k

It is the same deal they are working with Manage xr who provide the software for multiple logins/ security etc .

I guess the hope is when Meta roll out the Meta quest for education Engage will be involved far more on a worldwide scale .

Link for the Horizon workrooms update

https://www.uploadvr.com/horizon-workrooms-overhaul/

The new stylus is a collaboration between Logitech and Meta will be a big asset for Engage Education and Enterprise customers for use on whiteboards etc. It currently appears to only available for a few apps on Meta quest with Engage being one of them.

https://www.linkedin.com/feed/update/urn:li:activity:7208401556751142912

The funny thing is in the latest Meta Horizon Workrooms update

“To provide a more streamlined and reliable experience, we're removing the following features:

Whiteboards

Workroom posters, logos, environments and layouts (including breakout and presentation)”

Also bit of a blog update from Engage today

https://engagevr.io/the-future-of-remote-collaboration/

Finally

A bit more from the School of Ai it seems to be improving at a fast pace.

https://www.linkedin.com/feed/update/urn:li:activity:7213885748528189440

Mr T probably worth reading the Zeus report (55 pages) that Tidal lover posted a link to today . It addresses your concerns and has a lot of details and possible scenarios on both Meygen and Uskmouth

Well worth signing up for as it is a free report.

The link

https://saerenewables.com/analyst-research/

As it has quietened down what is your thoughts if SAE sold Meygen tidal along with a power purchase agreement for MeyBess potentially it could pay off all the debt and leave the company with a clear run on potential very profitable Bess projects.

Obviously I have no idea if this has been discussed but worth a debate.

Have a good weekend all LTHs

OT