Member Info for Orange33

Traders dont care, its at a stupid valuation for the portfolio they had, they raised at 9p earlier in the year

and much higher in the past

Cash still until q1 25

the naysayers will disappear.....validation someone was saying?

Goes to show how things can change.....

gap to 2.9p now

Looks ready to move back up, weird thing is if this was over pond it'd probably be at £1 ;)

Indeed, it seems like he and stocky are the same person too.

I bought in today as today's RNS means they're firmly on the radar that along with being funded means this is potentially one of the most undervalued companies in the entire market vs the size of the opporunity.

All those tier ones in the group must be eyeing up an opportunity.

Love the story here

All in my opinion

Should see over £1 this week, game changing news today

Predicting at least £150m mcap when the first few ICB's land

let's see

Correct.... a £50m mcap first target is not unreasonable, first contract could see a 3 digit mcap as the floodgates will really open at that point

All in my opinion

It's not just £84m revenue, it'll be recurring so tag on a 5x-10x - each contract is worth potentially £10-20m+ on the mcap

The ICB's are warm, and you're probably looking at a few then all very quickly (so a question of how fast they can roll out rather than how much market they can secure)

All in my opinion

Yep incredible opp here, if they all sign up its 42x 2m = 84m *5-10 ARR multiple for SAAS = £420-840m

Mcap £6m

Cashed up

One of the best RNS I've seen this year, gamechanger

Looks like the seller's cleared, quotes free both directions - 20m print and 7m ish yesterday probably the end of it

should see .6 or so as MM opened .8 iirc

All IMO

Could easily be something as simple as being ridiculously undervalued, broker notes are at 8p even with the duster IIRC

Eitherway its on a breakout chartwise - will fill the gap regardless of news, which is 3 then 6p

DYOR though, all in my opinion

My guess would be a decision by enog, offer for asset perhaps....?

Charts are incredible here, once 4p IPO goes....have seen crazy things happen when topside resistance is breached in bullish industries, think it was ITM's first breach from dwindling at 13p then broke 30p to £6.50 or so

And to account for risk:

You're right to point out that there are significant risks attached to the MESH project, particularly due to the absence of key factors like financing, a license, and confirmed partners. These risks heavily influence the current value of the project.

Without these elements in place, the project is in a speculative or pre-development phase, where most of the value lies in its potential rather than any guaranteed outcomes. At this stage, the project would typically be valued based on the following:

Development Risk: The absence of financing means that the project does not yet have the capital to move forward. Investors would discount the value heavily to account for the risk that financing may never materialize or may come at unfavorable terms. Projects at this stage often have a "conceptual" value or minimal intrinsic value until funding is secured.

Licensing Risk: The license from the North Sea Transition Authority (NSTA) is still pending, so regulatory approval is not guaranteed. The lack of a license could significantly reduce the project's immediate market value because the entire project depends on this green light to proceed.

Partner Risk: While EnergyPathways has reportedly received letters of interest from potential partners, no formal agreements have been finalized. This makes future development uncertain, particularly in a project of this scale that will likely require a consortium of stakeholders to share technical, operational, and financial burdens.

Early-stage Valuation Approach: Given these risks, the current value would be much lower than the potential full value. Typically, early-stage energy projects with similar risks are valued at a significant discount—sometimes as low as 10% to 20% of their full potential value. This would suggest that MESH, in its current state, could be valued in the range of £50 million to £200 million, with the lower end more likely given the major hurdles that still need to be cleared.

Thus, while the long-term value might approach £500 million to £1 billion if fully developed and successful, the current value without financing, partners, or licenses is likely only a fraction of that, as investors would need to be compensated for the high risk.

Again, from chatgpt so take with pinch of salt (and tequila)

Put this through Chatgpt so take with a pinch of salt- but see the scale of opp and bare in mind this can be expanded 3x

Valuing the MESH (Marram Energy Storage Hub) project now depends on a combination of factors, including the estimated capacity, the strategic importance of the project, and potential revenue streams from both gas storage and green hydrogen production.

Capacity and Market Valuation:

The facility is expected to store up to 50 billion cubic feet (bcf) of gas. Based on current market conditions, the value of stored gas can fluctuate greatly, but to give an approximation:

If natural gas prices are around £1.50 to £2.00 per therm (1 therm = 100 cubic feet), the potential value of the gas stored could range from £750 million to £1 billion for full capacity.

Hydrogen Production:

The green hydrogen aspect of the project adds another layer of potential value. Hydrogen is a growing market, especially with governments pushing for decarbonization. With the UK’s commitment to hydrogen as part of its energy transition, the MESH facility could tap into a market where hydrogen could be valued at £5 to £10 per kilogram. The production volume of hydrogen would depend on the capacity of the facility to use excess renewable energy like wind power for electrolysis, which could significantly boost the facility's long-term worth.

Strategic Importance:

The UK government’s push to increase domestic energy storage and reduce reliance on LNG imports enhances the strategic importance of this project. This makes it likely to attract favorable policy support, which could increase its value further through subsidies, tax incentives, or direct investment from government-backed funds.

Private Investment:

The project has already attracted interest from major engineering and energy companies, suggesting a level of confidence from the private sector. Early-stage projects like this are often valued based on future cash flow projections from gas and hydrogen sales, as well as the strategic need for energy security. This could put the current valuation of the project in the range of £500 million to £1 billion, considering the potential for revenues from both gas storage and hydrogen production, as well as the strong alignment with government energy policies.

Given all these factors, the current valuation of the MESH project could be estimated in the £500 million to £1 billion range, though the true value will depend on market dynamics, regulatory approvals, and future infrastructure developments

Happy researching stockysausage

DYOR

Lol sausage and stocky, are you the same person? looking at your history posting the same BS from from 1.7p, keep watching the SP rise, no one got rich from I told you so's

This is in full breakout now, and rightly so

Interesting, looks like all time highs broken as per my LSE chart?

Nano mcap too, so could do a PPP type move

Just observing though

My guess is that Dennis has contacts in eurofins, not often you see a nano cap link up with such a big company

10p is not unreasonable....only 16m mcap

cashed up already now further cash until FID..... largest facility in the country by up to 3x iirc

all in my opinion, dyor etc

Looks like a PPP type move coming, crazy mcap