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Alludium Ai launch later in October!

Just look at valuations of Ai agent start-ups in 2025 in US

Anysphere - $9.9 billion

Thinking machine lab advanced Ai systems and platforms - $12 billion

Sierra - $10 billion

Accross the pond in US some of the agent startups have some huge valuations, i think this is a huge opportunity here imo

Mistral AI. €5.8 billion

Harvey. $1.5 billion

Moveworks. $2.1 billion

Decagon. $1.5 billion

Sierra Ai closed $350 Million funding round, valued at $10 billion - https://mlq.ai/news/sierra-ai-raises-350m-hits-10b-valuation-joins-ai-startup-elite/

Riversgold reports an exploration target of 200–250 million tonnes at 0.4-0.6 g/t gold, which corresponds to a range of 2.5 to 4.8 million ounces of contained gold.

“ Revenue Potential:

Centrica’s Rough field which is equivalent to the size of MESH(50 bcf capacity) generates approximately £312 million in annual revenue.

MESH could generate £320m a year from the gas storage alone, and around £360m from Hydrogen, combined this could be a mouth watering £680m a year.

If the company triples the storage capacity, it could yields 2 billion annually from gas and hydrogen combined.

NPV

I ran a model for NPV for #EPP based on the recent RNSs, using average gas prices & sale from Sep to March only

Model 1: this model only takes into consideration the gas production only.

A potential £150m CAPEX - initial investment using a 10% discount.

Production of 1.7m therm a day for 180 days (Sep to March only)

At gas prices averaging 85p a therm

Over a period of 20 years

This will equal to yearly revenues of £260m

This gives an NPV of: £1.2billion

Model 2: this model only takes into consideration the gas production only.

I assumed a potential £150m in initial investment using a 10% discount.

Production of 2m therm a day for 180 days (Sep to March only)

At gas prices averaging 90p a therm

Over a period of 20 years

This will equal to yearly revenues of £325m

This gives an NPV of: £2.6billion

Model 2: this model takes into consideration the gas production & an average Hydrogen.

I assumed a potential £150m in initial investment using a 10% discount.

Production of 2m therm a day for 180 days (Sep to March only)

At gas prices averaging 90p a therm

Hydrogen production of 200MWh at £241/MWh

Over a period of 20 years

This will equal to yearly revenues of £373m

This gives an NPV of: £3billion.

Only one company—EnergyPathways plc—has formally confirmed that it submitted applications to the NSTA for gas storage licences in the East Irish Sea under the May 2024 application round

Here’s what we know:

* On 29 May 2024, NSTA opened the window for licence applications in the East Irish Sea.

* EnergyPathways publicly stated it:

* Submitted at least one application covering the Marram gas field, and

* Also submitted “out-of-round” applications covering the Knox and Lowry fields

* No other companies have publicly confirmed applications in that round, and the NSTA hasn’t issued any indication of multiple applicants.

So officially, one company, EnergyPathways, submitted multiple licence applications (across three areas).

to summarise only 1 gas storage licence application was submitted to NSTA in 2024

as per my previous post NSTA wouldnt have issued the opertator licence if they would then reject the storage licence

our gas storage licence is coming very soon imo

N January 2025, the NSTA granted EnergyPathways operatorship approval for Block 110/4a, which includes the Marram site. This green light allows the submission of the essential Field Development Plan and Environmental Statement—marking a key milestone in the Marram Energy Storage Hub (MESH) project

The NSTA wouldnt have approved this if they believed in the Marram project. IMO the applications take time as they need multiple meetings & parties to sign off!

we are very close and this is a great entry imo

Mako deal expected next week wirth £30m

Then we have potential oil which could be generating 2000 boepd

We are sat at £5.6m mcap

Mako gas field worth £10m

free carry on drill that has some huge upside potential

mcap only £3.8m

traders out, this will move fast towards 0.2p by end of the week

Mako gas field is worth multiples to out current sp alone

And then we have a free carry at the drill in march.

I think many are overlooking the upside here.

If the mcap here was £20m today people would be targeting £40m to march drill

Yet today we are on £4.21m mcap only !

Mcap here only £3.7m this has long way to go now!

pre drill in march we could be looking at £15m mcap imo

any sniff of oil and then will race towards £50m mcap

EME raised £1.25m in November and require only £920k for drilling costs

the scale of the drill of £37.4m barrels is huge

10 bagger on the cards here imo

The mcap is way too low here!

at £4m and targeting 38million barrels

expect a move towards £25m mcap in march

Market fear is now over! shorts will now close!

company has enough funds to take us to end of feb and then we can sell the crml shares to clear atlas!

could be a big move on the cards here

1.1p paid

Placing overhang cleared! NT NT

2p coming

Looking at the volume since placing it looks like overhang has now cleared!

last weeks rns wipes out the overhang.

NAV = 2p plus here

Placing over hang should be cleared soon and with yesterdays rns i think we are on course to get back towards 2p imo

1.4p was paid earlier and now you can buy these at 0.85

valuation is over 2p

Good rns imo

Looks like CLG to be paid off soon! then we go into feb for CRML shares!

all pointed to a monster recovery here back towards 1p

U fully agree - run up to feb will be very strong here

Once atlas are out expect a mother of all rises back toward 1p

We have to look at the bigger picture here! they have now raised a substantial amount here and funds will take us a long way! placing was always going to come!

if they updated market a delay in JV then sp would have tanked to 0.23p anyway and then if they raised they would have had to raise around 0.18p

have to look at it in a positive way!