Member Info for Serge_Farrar

Great find BBN. If I was a betting man (I am) then I would expect Ofgem to coordinate the C&F IDL announcement with one of the exact days that they are appearing/participating at London Climate Action Week. From what I can gather from the schedule that would indicate Mon / Tues / Wed this week.. In any event, we are running out of days in June so surely this week and outside chance beginning of next.

Mon 22 June

Climate Innovation Forum, Guildhall

Ofgem listed as a partner/company page for the event.

Tue 23 June

Building & Financing AI in the UK

CTVC/Sightline says attendees will “hear from Ofgem, Octopus, GE Vernova, and Deep Green.”

Wed 24 Jun, 14:05–14:50

Future of Transport & Energy Summit, Kings Place

Akshay Kaul,Ofgem Director General, on panel: “Data Centres, AI & Decarbonisation: Can the Grid Keep Up?”

Here’s to getting two feet into the 40’s ahead of Ofgem’s Initial Decision List announcement. Looking over optimistically at Ceres Power and ITM over the last year or so as green tech recovery references to how things could play out

All credit to some sharper cookies than me on the IES reddit.

Hopefully we're talking days / weeks before company making news and seeing Invinity on the evening news.

On 29th April Mr Joseph Barrett (representing The Gas and Electricity Markets Authority) stated that an Ofgem decision "may happen in the next, I think all being well, month or so."

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Massive respect to him for running a marathon to help get a deal over the line - proper commitment to the cause!

It could well be a rare earths ETF building / increasing their stake across the key players

Something that might move the dial this year is the expected confirmation of initial royalties received from UESNT due before year (as set out in a VSA broker note published around same time of the relevant RNS). The Strategic Partner RNS of 11th July references the ‘objective to produce the first 300 MWh in 2026 subject to confirmation by UESNT.” So hopefully, all being well we will have an update on this objective and the royalties received.

The Old Trader, your research and joining of the dots is very much appreciated but you are largely preaching to the converted here on the LSE board whereas there are more doom-mongerers on the ADVFN board (talking down the cash position after the ringfenced LODES funds are deducted). The debate there would certainly benefit from some of your assessments if you ever have a spare moment.

Sorry - wifi glitch!

LOL, yes because the British public love giant dystopian high-rise machines cluttering up the countryside... Do you see them flying through planning permission Mr Sushi?

LOL, yes because the British public love giant high rise machines cluttering up the countryside... Do you see them flying through planning permission Mr Sushi?

LOL, yes because the British public love giant high rise machines cluttering up the countryside... Do you see them flying through planning permission Mr Sushi?

LOL, yes because the British public love giant high rise machines cluttering up the countryside... Do you see them flying through planning permission Mr Sushi?

LOL, yes because the British public love giant high rise machines cluttering up the countryside... Do you see them flying through planning permission Mr Sushi?

Well said OT.

Looking forward to the webinar

Another one to add to your radar Old Trader: https://3renergy.co.uk/wp-content/uploads/2025/03/Hagshaw-LDES-Consultation-boards.pdf

500MW of Endurium

Thanks Laura. Please keep us posted.

Thanks very much BBN for all the efforts and insight sharing this.

Not even subtle shorting!

Potential new partners in the Middle East

Sales from the Base pipeline