Member Info for smkr

Some delayed whoppers. £475 grand trades

The first phase of the Killellan site will provide 100 to 600 megawatts of capacity, scaling to over 2 gigawatts at full build-out. A private-wire renewable network and vanadium-flow battery storage will enable “island-mode” operation, with future grid integration planned.

https://siliconcanals.com/argyll-and-sambanova-partner-to-deliver-the-uks-first-renewable-powered-sovereign-ai-cloud/

The AI Battery Boom Is Here

Data centers are quickly becoming the largest power consumers in the world.

That’s why the companies solving AI’s energy bottleneck could see growth that rivals the chip boom itself.

Just as Nvidia became the bottleneck supplier for AI compute, the companies that can build and scale utility-grade batteries are positioning themselves as bottleneck suppliers for AI power.

https://investorplace.com/hypergrowthinvesting/2025/10/before-the-battery-boom-the-quiet-opportunity-powering-the-ai-revolution/

Https://www.scotsman.com/business/plea-to-reform-oil-windfall-tax-as-more-than-half-of-uks-offshore-operators-cut-staff-5379834

Https://www.scotsman.com/business/plea-to-reform-oil-windfall-tax-as-more-than-half-of-uks-offshore-operators-cut-staff-5379834#

Offer edged up a bit

That Ai project looks promising

Building the World’s First Green AI Growth Zone

At Killellan, sustainability isn’t an add-on — it’s fundamental to the infrastructure design. From energy sourcing to environmental management, we are creating a future-proof data and energy ecosystem aligned with the UK’s net zero goals. AI is a power hungry technology and its essential that we deleiver this sustainably

Fog clearing? was a huge sell printed other day

Definitely

The licence is situated in the Outer Moray Firth and comprises blocks 14/15a, 14/20d and 15/11a. Serica (50% interest and operator), together with its joint venture partner Orcadian Energy (50% interest) will leverage expertise gained in developing challenging crudes to work towards commercialisation of Fynn Beauly, one of the UK’s largest undeveloped discoveries. This heavy oil accumulation has been proven by three wells and is estimated to contain oil-in-place of between 740 million and 1.33 billion barrels.

Lithium prices ticking higher again

Tiris Uranium Project, Mauritania

o Significant progress made with multiple potential strategic investors.

o Debt funding discussions with the U.S. International Development Finance Corporation (DFC) continue to advance.

I think this one will have a good RTO, and you can get in on sam’s terms as Craig Ransley just now. He’s done some decent deals before..

I mean you can only buy 2.5 grand of shares then there’s no quotes available.. as in right now

This will churn out far faster on rare earths asset than it previously has when folk just thought it was Welsh gold

Hardly any stock again, something going on

Could be another uranium boom on way

poised to play a major role in the acceleration and "deployment of nuclear power," following President Donald Trump's nuclear energy executive orders earlier this year.

The agreement with the U.S. government involves construction of at least $80 billion worth of new Westinghouse nuclear reactors across the country

https://www.investors.com/news/nuclear-cameco-westinghouse-big-winner-trump-nuclear-energy-push/

https://www.cnbc.com/amp/2025/10/27/open-ai-power-china.html

OpenAI urged the White House to substantially increase the U.S. investment in new energy capacity to stay ahead of China in AI.

I think this re rates a bit here

Absolutely mega

The licence is situated in the Outer Moray Firth and comprises blocks 14/15a, 14/20d and 15/11a. Serica (50% interest and operator), together with its joint venture partner Orcadian Energy (50% interest) will leverage expertise gained in developing challenging crudes to work towards commercialisation of Fynn Beauly, one of the UK’s largest undeveloped discoveries. This heavy oil accumulation has been proven by three wells and is estimated to contain oil-in-place of between 740 million and 1.33 billion barrels.

Well that’s the elephant out of the room .. churn and go again

Definitely alive now!