Member Info for Potential2Rise

The potential for Forgent plc (FORG) in the Sustainable Aviation Fuel (SAF) space is a hot topic, especially given the recent RNS regarding the investment-grade insurance offer. While speculative buzz often moves faster than official news, here is the current landscape regarding their technology and potential airline partnerships.

This could be huge once Few deals starts to drop in....

market cap of roughly £1.18m. For a company at this valuation, securing "investment-grade" backing is a significant

milestone that could lead to a re-rating if it leads to revenue-generating contracts.

Receipt of non binding offer for Technology Insurance

The Company is pleased to announce that it has received a non-binding offer ("NBO") from a leading global insurance provider, arranged through Lockton Global Energy, in respect of an investment-grade insurance solution initially structured for one of its customer's potential projects.

The proposed insurance solution is designed to provide coverage for both:

· the two-year technology warranty period; and

· a site acceptance test ("SAT") backstop,

representing a significant milestone in the Company's strategy to de-risk project delivery and enhance bankability.

Importantly, while the NBO has been structured in the context of just one project, the Company believes that the underlying insurance framework is capable of being applied across its broader project portfolio. The Board's intention is to establish a repeatable, scalable insurance solution that can be deployed across future projects utilising the Company's technology.

As previously announced on 12 March 2026, the Company has been in advanced discussions regarding the provision of insurance coverage for certain technical performance risks associated with plants deploying its technology.

The receipt of this NBO represents a tangible progression of those discussions and an important step towards delivering on that strategy.

If converted into binding documentation on terms consistent with the NBO, the Company believes such insurance could:

· materially enhance the bankability of projects deploying its technology;

· provide increased confidence to lenders, investors and project partners; and

· enable the Company to scale deployment while reducing balance sheet exposure to technology performance guarantees.

The Company is continuing discussions with the insurer and its advisors with a view to finalising binding terms. There can be no

The Company's operations and technical consultancy teams will be travelling to site in June 2026 to undertake inspections of the access roads repairs, ensure site preparation, as well as the upgrades made to the airstrips, including the supply of an authorised wind directional equipment, along with the preparation of the drill pad and accommodation pad.

Final inspection in JUNE will decide as to when drill is ready 👇👇

The pre-drill site inspections are planned along with work programs to be completed to ensure compliance with the Department of Mines, Petroleum and Exploration's approved Well Management Plan lodged by Georgina's wholly owned operating subsidiary Westmarket Oil & Gas Pty Ltd in 2025.

Based on Georgina Energy’s (GEX) independent scoping study published for its Hussar and Mt Winter helium and hydrogen projects in Australia, the estimated capital expenditure (CapEx) is:

​CapEx Estimate: US$1.13 billion

Today Gex done well.....

Tomorrow FORG could have a run on back if SUSTAINABLE AVIATION FUEL TRENDING IN THE MEDIA

Game changer!!!

Forgent’s underlying technology centers on thermochemical conversion and gasification. Essentially, their platform takes waste (biomass, industrial, or municipal waste) and transforms it into synthesis gas (syngas), which serves as a crucial low-carbon intermediate building block.

​Where they fit in: While standard first-generation SAF relies heavily on recycled cooking oil (HEFA), supply chains for those materials are finite and hitting a ceiling. To meet strict mandates into 2030 and beyond, the aviation sector must pivot to second-generation processes like gasification, alcohol-to-jet, and synthetic e-fuels.

​The Potential: Because Forgent’s modular solutions can handle over 60 types of feedstock to create syngas, their baseline tech is highly relevant to developers trying to build advanced SAF infrastructure.

GEX for helium

FORG for SAF sustainable Aviation fuel (hitting news around the world)

Still no L2 order book I can view...... 4p buys looking good

Stocks with SAF exposure will soar....... This At 52 week low....... The gaps on charts are off the scale

Just need Rns to say "we have a deal or talks ongoing"

Wow.....

135m shares bought at 12.48, premium paid.......

Hoping for good news this week..... 🙏🙏🙏

Now DHL signed deal with dubai based SAF

FORG in the USA and Greece, Also had French team last month to see The process

@DHLexpress has signed a #sustainable aviation fuel (SAF) offtake agreement with Dubai-based SAF One, that will bring long-term supply from the first SAF production facility in the Middle East into its network.

Bouncing from the triple bottom...... That's bullish signal for you....

Mms filling orders it seems...... Once finished this will go on a run on anticipation of the biggest deal in FORG company history.....

🙏🙏🙏

World's going bonkers with SAF deals.......

Is FORG on the brink of a massive deal in the USA or Europe?

https://kleinmanenergy.upenn.edu/commentary/blog/from-waste-to-wing-using-renewable-natural-gas-to-produce-sustainable-aviation-fuel/

From AI on X posts......

It is absolutely exploding right now. If you've been scrolling through the SAF (Sustainable Aviation Fuel) feed lately, you're seeing a massive, structural shift in real-time.

Could be order getting filled.....

Can't buy a bean on IG.....

NT to buy.......

This could be a surprised Turnaround story........ SAF..... Deal...

Boom

The High-Level Round Table on Sustainable Aviation Fuel kicked off today at #EUBCE2026 in The Hague! ✈️🌍

GBA, Director Technical, Dr Santanu Gupta, is representing the Alliance, driving critical global dialogues on SAF policy, tech adoption, and green investment possibilities.

The momentum is real, and the future of net-zero aviation is bright!

WE COULD BE NEXT........

Market Opportunities

The Board notes the growing potential for EQTEC's gasification technology in applications such as sustainable aviation fuel ("SAF") production, where gasification provides a pathway to convert waste and biomass feedstocks into syngas that can be further processed into advanced fuels. This represents a potential route for EQTEC technology to participate in emerging low-carbon fuel markets where demand is expected to grow significantly in the coming years.

The Board also notes the opportunity for decentralised energy systems in island and remote-grid environments, where energy security challenges, waste management needs and high electricity costs create favourable conditions for waste-to-energy solutions. Hawaii represents a clear example where these factors are present, and where EQTEC's technology may provide a practical solution addressing both waste management and local energy generation needs.

Technology Insurance The Company is also in advanced discussions with a specialist insurance broker and investment grade underwriter, which has already undertaken technical due diligence on EQTEC's technology platform, regarding the potential provision of insurance coverage for certain technical performance risks associated with plants deploying EQTEC's technology.

If progressed to binding coverage, such insurance would provide additional protection to project developers and financing counterparties and reduce reliance on the Company's balance sheet in respect of technology warranties.

Pipeline Rebuild In parallel with commissioning activities, the Board is focused on a disciplined rebuild of the commercial pipeline, which it considers essential to restoring commercial momentum, improving contract conversion rates and establishing a more predictable and resilient revenue base over time.