Member Info for swazers

It’s always amusing when the usual suspects suddenly pivot to raising the spectre of "Chinese tech" — as if it's some kind of silver bullet or existential threat to companies like Powerhouse Energy. Let's be absolutely clear: there’s nothing novel or commercially deployable today in the methods being referenced here — be it microwave-induced pyrolysis or CNT extraction from waste plastic. These are lab-stage concepts, often published in academic journals and presented at conferences, not scalable industrial solutions backed by IP, engineering validation, or real-world deployment.

Meanwhile, Powerhouse Energy’s DMG technology is beyond theoretical. It's tested, patented across multiple jurisdictions including the EU, US, and Japan, and is now entering the market in product form — with the 2.5TPD FTU fully operational and being proposed as a commercial, modular system. That’s not speculative; it’s demonstrable progress.

The DMG system is engineered for real-world constraints: regulatory compliance, economic viability, reliable hydrogen purity, and seamless integration with energy infrastructure. Show me a Chinese research group offering that today with a CE mark, proven syngas composition, commercial feedstock validation, and industrial clients — you won’t find it.

Let’s not get sidetracked by sci-fi when the grown-up game is being played right here, right now, with actual hardware, project pipelines, and hydrogen supply agreements already signed.

Not quite, @Eachtotheirown. You’ve not reiterated what I’ve said — let’s be accurate here.

My point was never about just “being realistic” on timelines. It was about shifting the entire narrative. The 2.5TPD FTU is no longer just a pilot or internal test bed — it’s being commercialised as a saleable, deployable product. That’s the difference. It’s not just a case of waiting 12+ months to build something from scratch for a bespoke client. The whole point of this innovation is that it’s modular, ready-made, and positioned for rapid deployment with minimal configuration.

And the idea that we now wait quietly for a first client to “maybe one day” place an order ignores the significant commercial progress already made:

Over 25 inbound enquiries since CMD. .16 filtered down to serious, active opportunities. A confirmed LOI for Ballymena hydrogen offtake, and serious international traction, including Australia, Chile, and Thailand.

So no, this isn’t just about patience or managing expectations. This is about acknowledging that PHE is now a product-led, commercially minded tech business, not a speculative R&D shell. That distinction matters, especially when discussing the FTU and its revenue potential.

It’s always amusing when the usual suspects suddenly pivot to raising the spectre of "Chinese tech" — as if it's some kind of silver bullet or existential threat to companies like Powerhouse Energy. Let's be absolutely clear: there’s nothing novel or commercially deployable today in the methods being referenced here — be it microwave-induced pyrolysis or CNT extraction from waste plastic. These are lab-stage concepts, often published in academic journals and presented at conferences, not scalable industrial solutions backed by IP, engineering validation, or real-world deployment.

Meanwhile, Powerhouse Energy’s DMG technology is beyond theoretical. It's tested, patented across multiple jurisdictions including the EU, US, and Japan, and is now entering the market in product form — with the 2.5TPD FTU fully operational and being proposed as a commercial, modular system. That’s not speculative; it’s demonstrable progress.

The DMG system is engineered for real-world constraints: regulatory compliance, economic viability, reliable hydrogen purity, and seamless integration with energy infrastructure. Show me a Chinese research group offering that today with a CE mark, proven syngas composition, commercial feedstock validation, and industrial clients — you won’t find it.

Let’s not get sidetracked by sci-fi when the grown-up game is being played right here, right now, with actual hardware, project pipelines, and hydrogen supply agreements already signed.

@Eachtotheirown Your "idea" that PHE is “still 12–18 months away” is outdated and doesn’t reflect what was confirmed at the AGM.

First, the 2.5 tonne per day FTU is not in development — it’s already fully built, operational, and actively being marketed as a commercial product. That’s a world away from the past when everything hinged on future build-outs. It is already running and being used to test real waste streams from external prospects. No guesswork — actual results, actual engagement.

Second, the conversation has moved on from feasibility to execution and deal flow. Sixteen commercial prospects are in active discussions, and these include major players — such as a Chilean mining firm dealing with ultra-heavy industrial tyres. This isn’t theory; it’s an industrial-grade application.

Third, PHE is now operating on three solid revenue lanes: Engsolve is generating income from engineering services; the 2.5TPD DMG unit is being prepped for off-the-shelf sales; and licensing discussions with global partners are in play. All this is underpinned by a growing portfolio of patents, now granted in the US, EU, and Japan.

Finally, Ballymena is gearing up as a Design, Build, Operate or Sell model — and here’s the clincher: shareholders are not being tapped for capital expenditure. Structured infrastructure financing is on the table. That is not a company waiting around; that is a company doing business the way serious players do it.

So the suggestion that progress is slow or “still a year away” fundamentally misreads the current position. It’s not a question of waiting — it’s a question of watching who signs first.

The tech is real. The pipeline is real. The commercial intent is now crystal clear.

@Stockhunter1 Your trolling is very, very weak. Your talking points are too easy to take apart, you need to try much harder! You are not in the same league. Your posts are some of the worst, laziest attempts I have read in a long time. What a joke you are.

@Castlepaul13

The 2.5 tonne per day FTU is no longer some theoretical concept. It exists, it functions, and it’s now being prepped for commercial sale as a ready-to-deploy modular unit. This is a genuine plug-and-play hydrogen-from-waste solution — not speculative tech, but something clients can order, install, and run. The Feedstock Testing Unit has proven its worth beyond internal validation. It’s now actively testing live feedstock from external parties. That capability turns conversations into signed deals because PHE can present real data to prospects: “Here’s how your waste performs through our system.” This moves us from pitch to proof. Post-Capital Markets Day, 25 inbound opportunities have been filtered down to 16 serious engagements, including from large-scale industrial players like a mining giant in Chile interested in processing huge off-road tyres with the DMG unit. These aren’t tyre-kickers. These are buyers. International momentum is building: Australia is progressing under the National Hydrogen Strategy. Thailand remains in play via Altec. Egyptian utilities are evaluating the technology. Even major UK corporates are assessing the DMG for decentralised installations.

Ballymena is evolving into a pivotal anchor project. Hydrogen offtake is already outlined via the BSH LOI, and project development is in full swing. The structure is “Design, Build, Operate or Sell,” with proper infrastructure financing on the table, not shareholder dilution.

The business now sits on three commercial pillars: Engsolve, generating real engineering revenue; the 2.5 TPD DMG, offering scalable, productised clean-tech; and a licensing/royalty model that positions PHE for recurring global income. This is a diversified strategy grounded in execution. Patent coverage across major global regions provides defensible IP value, reinforcing the company’s long-term moat.

The tone of today’s meeting was measured and confident, not promotional. The leadership is focused, the roadmap is coherent, and most importantly, the delivery is beginning to match the ambition. If just one of these 16 prospects closes, the business model will shift dramatically. If more than one does, we may need to start thinking about PHE on a completely different scale.

@testpack3 It’s frankly laughable how desperate you have become—when you’ve got nothing left, you start calling everyone “paid rampers.” Classic projection from a poster who’s been spreading recycled negativity for years without offering a single factual counterpoint.

Let’s be very clear: there is no need to fabricate anything about Powerhouse Energy. The facts speak for themselves:

PHE is now commercialising the 2.5TPD DMG unit—the very FTU they’ve been testing successfully. That’s not theory. That’s happening. They’ve signed an LOI for hydrogen offtake in Ballymena with B.S. Holdings Ltd—a hydrogen tech innovator with proprietary patents and real infrastructure ambitions. That’s also not theory. That’s public and verifiable. Engsolve, their engineering division, has secured £1 million in revenue in four months and just completed the FEED for National Hydrogen in Australia. This isn't fluff—it’s operational delivery. They’ve been granted new patents in the US and Europe, and they’re in talks for global licensing and sales agreements. Again: facts, not fantasy.

And let’s not forget: not a single one of these developments has required dilution-level fundraising. They raised £1.375M while keeping their balance sheet stable and strategic.

The trolls want you to believe momentum is fiction. But the truth is that the momentum is precisely what frightens them, because it threatens to expose the FUD machine for what it is: a desperate attempt to suppress fair valuation.

If the best criticism they can muster is that the tone of a post “doesn’t sound like the usual grammar,” then they’ve already lost the argument.

@Stockhunter1 "2.5 tonnes is comical" claim. Let’s put this tired troll myth to bed with hard facts.

The claim that "2.5 tonnes of plastic per day isn’t commercially viable" not only misses the point—it demonstrates a total ignorance of the actual engineering, economics, and strategic deployment model behind Powerhouse Energy's DMG technology.

🔹 The 2.5TPD DMG unit is not a prototype or R&D relic—it’s a modular, scalable commercial product.

As confirmed at today’s AGM, this unit—initially developed as the FTU for feedstock and process validation—is now being officially taken to market. Why? There is significant demand for smaller, flexible, turnkey syngas and hydrogen generation systems. These units are ready-to-go for operators looking to install DMG tech in high-demand, localised contexts—urban councils, industrial estates, off-grid microgrids, and aviation-grade SAF applications.

🔹 Avioxx is in active collaboration with PHE to test the viability of syngas from this very unit size for Sustainable Aviation Fuel (SAF). This isn’t theoretical—it’s about creating a commercial SAF supply chain from modular units. A globally exploding market.

🔹 Multiple units per site model: These are not one-offs. Avioxx is assessing the rollout of multiple 2.5TPD DMGs to support decentralised, clean aviation fuel systems. The DMG tech is containerised, easily replicated, and rapidly deployed. That makes it far more versatile—and commercially desirable—than high-capex mega-facilities.

🔹 Hydrogen Production Efficiency: From 2.5 tonnes of plastic waste, you can generate approx. 100–140 Nm³ of syngas-derived hydrogen daily, depending on yield efficiency and gas composition. That equates to: Over 100kg/day of 99.999% H₂ via PSA, enough for refuelling a small fleet of HGVs or buses.

Integration into combined heat and power (CHP) projects. Hydrogen-to-SAF refining partnerships.

🔹 Circular economy meets global demand: These 2.5TPD DMG systems aren't “small” or “comical”—they’re exactly what the market is demanding: decentralised, lower-cost, low-carbon hydrogen with local feedstock sovereignty. In reality, PHE’s commercialisation of this unit scale—backed by Engsolve’s revenue-generating design engineering—positions it uniquely within the modular hydrogen generation and waste valorisation space.

Trolls scoff. Engineers build. Markets adopt. Let’s focus on what matters: real technology, real demand, and real global potential. And it's now underway.

💼 5. Engsolve: Hidden Gem, Revenue Generator. Engsolve, PHE’s wholly-owned engineering subsidiary, is not just support—it’s strategic. Over £1M in orders in just the first 4 months of 2025 (Slide 11), including complex pilot facilities. It’s also handling design and process scale-up duties, enabling PHE to retain IP control while monetising technical expertise.

Implication: This is a de-risking lever. Engsolve not only generates revenue, but it also reduces external reliance for tech integration, costing, and engineering due diligence. In effect, it’s a built-in project accelerator and a financial buffer.

🔓 6. IP Fortress: Global Defensibility. With eight patents granted and a Unitary Patent footprint across 27 EU countries, PHE has locked in legal protection on all core process variables—fuel mix, temperature zoning, and steam ratio control.

Implication: For institutional investors and prospective licensees, this patent moat significantly enhances valuation. It makes the DMG platform scalable without exposing it to copycat risk.

💸 7. Financials and Business Strategy. PHE is fully funded into 2026 with £1.375M raised post-year-end and £1.3M in cash. Their strategy combines fee-based consulting (via Engsolve), licensing revenues, DMG 2.5TPD product sales, and Build-Operate-Transfer models.

Implication: This hybrid strategy lowers CapEx burden, generates recurring revenue, and creates flexibility in navigating government and private procurement cycles. It’s also leaner—Engsolve absorbs costs while DMG scales.

🎯 Conclusion: Market Positioning & Valuation Pathway.PHE is emerging from the R&D and demonstration phase into early commercial deployment—backed by patents, a working FTU, a credible pipeline, and confirmed offtake relationships. Its connections to NH2 and Ballymena position it within the government-backed hydrogen transition narratives across both the UK and Australia. With the REMA reforms in the UK aiming to incentivise dispatchable, low-carbon generation and reduce renewable curtailment, PHE is precisely the kind of flexible, distributed clean energy solution that could benefit from government underwriting or CfD-style price mechanisms.

Key Watchpoints Moving Forward: Ballymena planning & site confirmation (Q3 2025), Avioxx testing results (SAF pathway validation), First commercial DMG 2.5TPD unit sale or deployment, NH2 project selection for pilot licensing, Potential UK Government alignment (via DESNZ & REMA structures)

⚙️ 1. DMG Technology: Core Differentiator. PHE’s proprietary Distributed Modular Generation (DMG) system, as outlined, occupies a rare intersection between pyrolysis and gasification. Its ability to handle contaminated, non-recyclable waste gives it an edge where traditional thermal methods fail. Crucially, it generates consistent syngas with multiple downstream use cases—including low-carbon hydrogen.

Implication: This tech is not just “another waste-to-energy” pitch—it could be a central cog in decarbonisation for sectors like industrial fuels, heat, and even SAF (sustainable aviation fuel), particularly as it aligns with circular economy principles.

🌏 2. NH2 & Global Partnerships: A Strategic Foothold in Australia. The 5-year framework with National Hydrogen (NH2) in Australia is far more than a notional collaboration. It offers royalty and licensing revenue potential across Australia, Italy, Switzerland, and Hong Kong. The FEED (Front-End Engineering Design) has already been completed by Engsolve, confirming engineering commitment and delivery capacity.

Implication: This is real commercial groundwork, not vaporware. With NH2 being a private clean hydrogen player tapped into regional government interests (including Australia’s own state-federal green hydrogen arms race), this link gives PHE a seat at the table in the Southern Hemisphere’s d

🧪 3. Feedstock Testing Unit (FTU): A Commercial Gateway. The FTU is now live and testing both internal and client-supplied waste streams. Per Slide 8, it allows for R&D on efficiency and downstream product testing (e.g., syngas to SAF, via Avioxx).

Implication: The FTU is not a showpiece. It’s a mini-commercial unit (2.5TPD scale) being rebranded as a product, which will be marketed in H2 2025. This enables modular, small-scale deployments—a crucial feature for distributed hydrogen networks or ESG-driven firms seeking compact energy solutions. decarbonisation roadmap.

🧩 4. Ballymena, BSH & NI Hydrogen Hub. Ballymena is a strategic “Hydrogen Hub,” where PHE will design, build, and operate (or Sell) the facility. It is already in dialogue with hydrogen offtakers and feedstock suppliers. The recent Letter of Intent with B.S. Holdings Limited (BSH) adds a layer of local political and industrial alignment, particularly with DESNZ-backed energy policy mechanisms.

Implication: This is PHE’s most visible UK anchor project. It also opens the door to direct engagement with DESNZ and possible integration with REMA (Review of Electricity Market Arrangements) subsidy and grid reform pathways. With curtailment relief and low-carbon fuel premiums in place, Ballymena could serve as a proof-of-concept that wins public and private investment.

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There has been recent press coverage in Australia concerning the collapse of one of the country’s most publicised hydrogen mega-projects, CQ-H₂. This was a federally and state-backed scheme that failed to move forward due to the withdrawal of key development partners. However, this shift is not necessarily a negative for the sector — in fact, it may present a major advantage for more agile, modular solutions like those advanced by Powerhouse Energy and its partner National Hydrogen (NH2)

With the FEED (Front End Engineering Design) for NH2 now completed by Engsolve, Powerhouse stands in a unique and well-advanced position compared to the vast majority of hydrogen projects in Australia, which remain in early conceptual phases. According to government data, over 99 per cent of hydrogen proposals in Australia are still stuck in planning, with only one having broken ground. In contrast, PHE’s involvement with NH2 now includes a full, technical, site-specific engineering design, which places it among the very few with tangible progress.

The Australian government, under its “Future Made in Australia” programme, is reorienting its strategy toward clean energy projects that demonstrate readiness, scalability, and strong ROI. It is actively re-deploying over A$400 million into alternative hydrogen infrastructure following the collapse of CQ-H₂. That puts NH2 in a prime position to attract federal and state support, especially as its development is bolstered by the completed FEED and the use of modular, scalable DMG units — a strategic contrast to delayed mega-projects.

From a financial perspective, NH2 and its collaborators may be eligible for concessional capital via the CEFC (Clean Energy Finance Corporation), and potentially for hydrogen production tax incentives recently passed through federal legislation. The timing of the FEED’s completion could not be better, with PHE’s DMG technology offering a compelling solution aligned with both Australian decarbonisation goals and local energy resilience strategies.

What this all means is that Powerhouse Energy is not just progressing technically — it is doing so within a geopolitical and policy environment that increasingly favours precisely the kind of modular, proven, lower-risk technology it has developed. The failure of one flagship hydrogen scheme may well open the door to others that are more deliverable, more advanced, and better suited to government-backed implementation. NH2 and PHE are now firmly in that conversation.

Today’s AGM update from Powerhouse Energy (PHE) is one of the most encouraging operational summaries we’ve seen in recent years. For the first time, we’re seeing a company with technical traction, commercial clarity, and international visibility.

First, the fully operational Feedstock Testing Unit (FTU) is now the springboard for multiple real-world deployments. PHE is now marketing this 2.5TPD DMG® unit as a standalone product—transforming it from a demonstration model into a revenue-generating asset. That changes the narrative entirely: this is no longer a waiting game for a single flagship plant—it’s a product play.

Second, the tech is now feeding into real strategic partnerships. The FEED is complete for NH2 in Australia. We have a live Letter of Intent to supply hydrogen to B.S. Holdings’ DESNZ-backed project in Ballymena. Collaboration with Avioxx is underway, specifically targeting the integration of sustainable aviation fuel (SAF).

Engsolve, the revenue-generating engine inside PHE, has secured over £1 million in contracts in just four months. That proves commercial pull and technical credibility in the engineering services space.

Add to that a successful £1.375 million fundraise, fresh US and EU patent approvals, and 16 qualified opportunities now in the pipeline since March’s Capital Markets Day—and the momentum is now visible.

The second half of the year looks equally focused. PHE will now deploy agents on a no-win, no-fee basis to drive global licensing. It will further support Altec in Thailand. And the FTU product will be pushed commercially, leveraging growing international interest in decentralised hydrogen and waste-to-energy models. Importantly, there’s no further capital being wasted on Longford—the land option has expired, freeing up bandwidth for commercially viable projects.

This AGM update reinforces the reality that Powerhouse Energy is no longer a concept-stage company — it is now a multi-dimensional clean tech player delivering on engineering, commercial, and strategic fronts.

The DMG® system has transitioned from prototype to product. The Feedstock Testing Unit is live. Engsolve is generating real revenue. Strategic collaborations — including with Avioxx for Sustainable Aviation Fuel (SAF) integration and BSH for hydrogen offtake — are positioning PHE within critical global supply chains.

This is an infrastructure-focused, IP-rich technology platform now gaining traction where it matters: project deployment, government-aligned energy transition strategies, and future-fuel production ecosystems.

The signals are clear — Powerhouse is moving with precision, credibility, and growing momentum.

Https://www.ft.com/content/765a2e1e-fcf1-4221-b975-321357c4949b

This morning’s REMA (Review of Electricity Market Arrangements) summer update from the UK Government is very positive for Powerhouse Energy Group (PHE). In short, the Government has officially scrapped proposals for zonal pricing and confirmed its support for a national wholesale electricity price. Why does that matter for PHE? Because it ensures price stability and energy cost predictability for distributed, modular hydrogen generators, like PHE’s DMG® units.

PHE’s operations won’t be penalised for being in specific locations, meaning sites like Ballymena (Northern Ireland) and Bridgend (South Wales) remain strategically viable. That makes infrastructure funding and project financing significantly easier, especially for modular tech providers.

It gets better. The REMA update puts a strong emphasis on supporting “flexibility assets” — including hydrogen-to-power systems and energy storage. That aligns perfectly with PHE’s circular energy model and its recent LOI to supply hydrogen to B.S. Holdings’ fuel cell CHP project in Ballymena. It also supports other possible routes to market for DMG® hydrogen.

Another key point: Contracts for Difference (CfDs) and the Capacity Market (CM) — both vital for long-term project economics — will not be radically restructured. The Government is making it clear: hydrogen and waste-to-energy technologies will have a stable, long-term policy environment.

@Dustyslay We all have to own our own words, right? @Slappyfpv is trying to play games, but he's not clever enough. So his words get exposed for what they really are.

This post by @Piltick is technically accurate in its narrow framing, but it subtly misrepresents the full functional architecture of PHE’s system and its commercial messaging. Let’s unpack it properly:

🧪 What Piltick Gets Technically Right:

✅ DMG (Distributed Modular Gasification) does not directly output 99.999% hydrogen.

✅ It produces syngas—a mix of gases including hydrogen, methane, carbon monoxide, etc.

✅ To isolate high-purity hydrogen (e.g., for PEM fuel cell grade), you need further processing, typically via PSA (Pressure Swing Adsorption) or similar technologies.

✅ PSA units are often operated by third parties or integrated downstream systems.

🧭 Where the Post Starts to Mislead by Omission or Framing:

🔹 Strawman Clarification: The original point likely made by Swazers was using simplified language to convey the commercial capability of PHE’s modular system as a whole, not claiming that the raw DMG chamber alone spits out 99.999% hydrogen without any post-processing. This is a common, accepted shorthand in cleantech investor comms.

🔹 Contextual Oversight: PHE’s actual product offering to clients includes the downstream hydrogen purification as part of the end solution. Whether the PSA is on-site, third-party, or in a hub model doesn’t materially change what PHE delivers commercially, which is a modular waste-to-hydrogen system, including all necessary steps for use-case-ready fuel.

🔹 Fails to Credit Integration: Engsolve (PHE’s engineering division) is explicitly tasked with integrating all components (gasifier, reformer, clean-up system, PSA, trailers, storage), especially at Ballymena and other deployments. So functionally, for clients like BSH or council projects, PHE is delivering a solution that includes ultra-pure hydrogen.

🔹 Subtle Undermining of the Value Proposition: Piltick's “clarification” attempts to introduce unnecessary doubt about PHE’s capabilities by narrowly parsing wording, which distracts from the bigger picture: PHE is already engaged in offtake agreements for 99.999% hydrogen, including in its RNS Reach this very week.

🧠 Final Verdict: This is classic pedantry masked as helpful clarification. It’s technically true in isolation, but misleading in spirit because it omits PHE’s integrated delivery model, ignores the role of Engsolve, and dilutes the importance of functionality over internal engineering boundaries.

@Slappyfpv You really need to try harder with your trolling. Let's break down your attempt in detail and find out what you are really up to.

“I don’t really get on with swazers, but it’s not personal…”

This is a disarming tactic. It introduces criticism while pretending to avoid conflict. By saying “it’s not personal,” they try to preemptively shut down rebuttals, even though the entire message is personal and designed to discredit.

“I try not to get involved with the snapping and childish name-calling…”

This attempts to elevate the author as morally superior — the “rational one” amidst chaos. But again, it’s performative. The context of the post shows it’s a reaction to someone else being confidently factual.

“I’m just questioning stuff…”

Another hallmark of trollish doubt-seeding. There’s no genuine curiosity here — just insinuation without substance, i.e., “I’m only asking questions” while contributing no actual evidence or insight.

“They tart up the information…”

Here’s the giveaway. This is passive-aggressive phrasing meant to cast doubt on others’ DD (due diligence), implying manipulation or bias without proving it. It’s an attack cloaked as scepticism.

“People will try and ram their stuff down your throat…”

A typical projection used by trolls to dismiss passionate or well-evidenced posts. If someone posts something detailed, it’s called “ramming.” If someone questions it with zero facts, it’s called “balanced.”

📌 Interpretation of Slappyfpv post.

This post is a soft trolling attempt — not the aggressive, name-calling type, but the manipulative, ego-stroking, gaslighting type. It's designed to paint strong, evidence-based contributors as arrogant, while the poster assumes the role of the cool-headed sceptic. Classic deflection.

Link to the video here https://tinyurl.com/3p2urrbn

I am not quoting Bob directly, I am, however, expanding upon a valid point he made today in the PHE Telegram Group. The significance here is that this Ballymena-based hydrogen-to-power project is potentially DESNZ-backed — that’s the UK Department for Energy Security and Net Zero. If you're tracking the evolution of PHE’s position in the UK energy ecosystem, this marks a real escalation.

For the first time, Powerhouse’s DMG technology could be in front of the very government stakeholders responsible for shaping the UK's clean energy future. This isn’t speculative. It’s strategic placement — a live opportunity for DESNZ and associated infrastructure planners to see the tech, understand its circular model, and distinguish it from incineration.

That last point matters. PHE’s modular system produces ultra-pure hydrogen from non-recyclable waste without incineration. It’s a controlled thermal conversion process — and that distinction is critical for regulatory acceptance, environmental classification, and funding eligibility.

Also worth calling out — this was an RNS Reach, not a standard RNS. That tells you everything. They didn’t announce this because they had to. They announced it because it’s about visibility. This is positioning. And smart positioning at that.

In a landscape where offtake agreements have historically held back hydrogen rollouts, this LoI is more than a handshake — it’s a strategic signal.

So no, this isn’t about fireworks today. But it is about traction. It’s about aligning commercial intent, regulatory touchpoints, and infrastructure delivery under the Powerhouse umbrella. And for investors who understand the grind of energy tech adoption, this is a textbook move.

We’re not waiting for headlines. We’re watching the foundations get laid.

@The0ne Cheers mate.

@Scoobydriver Thank you.