Member Info for tomhuk2000

Https://www.linkedin.com/posts/energypathways-plc_mesh-harnessing-britains-wasted-wind-energy-activity-7462781687114915840-KGx-?utm_source=share&utm_medium=member_ios&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

https://x.com/energy_pathways/status/2057015764037902515?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://x.com/energy_pathways/status/2056649625327775984?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

“ In Glasgow yesterday, EnergyPathways plc CEO, Ben Clube met with the North Sea Transition Authority to sign the gas storage licence for the company’s flagship MESH project in the Irish Sea and onshore at Barrow-in-Furness. 

The storage licence (the offer to award was announced last week), spans a substantial offshore area in the Irish Sea, that could support the construction of up to 60 large-scale, sub-surface salt storage caverns with potential for multi-terawatt hour energy storage, subject to consents and financing.”

https://www.linkedin.com/posts/energypathways-plc_mesh-energytransition-ldes-activity-7460642838721138688-yfVe?utm_source=share&utm_medium=member_ios&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

Https://www.linkedin.com/posts/energypathways-plc_solar-power-is-so-big-in-europe-that-electricity-activity-7460604982287953921-xA4c?utm_source=share&utm_medium=member_desktop&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

Https://www.linkedin.com/posts/energypathways-plc_epp-mesh-cleanenergy-activity-7460248456884944896-GhqZ?utm_source=share&utm_medium=member_ios&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

It's only a deal with the UK's largest and Leading Port Authority, ensuring all onshore facilities can be built... I suppose an RNS is necessary.

When the trolls only have the "frequency of RNS's" to bash, you know you're onto something good.

A very confident #EPP interview, with the projected revenues speaking for themselves… Worth remembering the project recently was deemed commercially and economically viable by Siemens Energy (See RNS dated 28/04/26)

https://youtu.be/2YJkhWNLtjM?si=Zv8FGKHdAZ1RGSQU

📣 Join us live next Friday.

Following recent transformational news, CEO Ben Clube will discuss what this means for the development of MESH and what’s ahead for Energy Pathways #EPP

Live Q&A + pre-submit questions when registering:

https://x.com/energy_pathways/status/2052676476437401676?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

"EnergyPathways begins survey identification work in preparation for entering the detailed planning phase of MESH.

#EPP #MESH #EnergyTransition #CleanEnergy #GasStorage #LDES"

https://www.linkedin.com/posts/energypathways-plc_epp-mesh-energytransition-activity-7459498707013693440-bwvI?utm_source=share&utm_medium=member_desktop&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

https://x.com/energy_pathways/status/2053733026279125398?s=20

A mention for #EPP from Ian Lyall in the Daily Mail “This is Money” section

https://www.dailymail.com/money/markets/article-15802171/SMALL-CAP-MOVERS-Shares-EnergyPathways-surge-gas-storage-licence-approval.html#

Of course what you choose to omit is that at admission this was just a gas production outfit. Now with gas, gas storage, hydrogen, graphite, ammonia and LDES it’s worth the wait surely for FID.

It’s poor that this platform allows unresearched deramping at will.

Best thing to do is report misinformation and tackle it head on

Great support for MESH from Team Barrow #EPP

https://www.linkedin.com/posts/barrowrising_mesh-energystorage-cleanenergy-activity-7458019196032020480-HN77?utm_source=share&utm_medium=member_ios&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

Hi there Starbright.

The 25% annual yield over 25+ year lifespan is stated in several of the company presentations and interviews.

Many thanks

Thom

So let’s look closer at #EPP EnergyPathways

Progressing and not reliant on the gas storage license:

World’s Largest CAES project (UK’s largest LDES): Based on the storage capacity, output duration and benefitting from massive curtailed wind energy, estimates for revenue pa are around £150m+ (may be higher with cavern expansion and government subsidy or cap and floor benefits)

The Irish Sea has two huge wind farms to come online in the shape of Mona and Morgan. So expansion of the salt caverns with Siemens Energy is likely. Also EPP own the IP for CAES tech.

The project lifespan is 25 years+ so LDES alone is a company maker.

Reliant on Gas Storage License:

Gas Production: Marram alone has 46BCF of gas, based on current spot pricing that’s worth £500m (this doesn’t include Knox or Lowry fields) the figure will be a little lower due to the provision of cushion gas needed to facilitate storage.

46BCF is just natural gas and doesn’t include nitrogen in the mix which will be utilised to create clean ammonia.

Gas Storage: Marram alone has the equivalent storage capacity of Centrica’s Rough Facility 50-60BCF

The revenue value of gas storage is based not just on gas in place, but the opportunity for volatility trading (fill with cheap summer gas to sell on winter peaks)

Based on Marram alone annual revenues are approx £400m+ (but based on the UK’s low gas storage capacity this is conservative)

Hydrogen/Ammonia: This is a harder market to asses as an emerging sector. So based on the initial projected feedstock of 20,000 tonnes let’s value it when it’s used to create Ammonia as that market is very real.

Production of 110,000 tonnes pa is projected. The last domestic UK ammonia producer closed in 2023 and as of 2027 there’ll be a border levy on imports so this will affect chemical & farming Industries. Annual revenues for ammonia, based on volatile pricing could be between £55-100m pa.

Graphite: High grade synthetic Graphite (circa 60,000 tonnes pa) is set to be refined (With Mitsui Japan) to create nuclear/military grade graphite, elevating the price dramatically. Company estimates revenues of £500m pa

EnergyPathways has a suite of revenue streams offering diversification through products and industries at a time where they’ll be the only domestic producer of graphite and ammonia, they’ll effectively be doubling the UK energy storage capacity at a time of critical need and urgent demand. And it requires little or no government funding (however GB Energy or National Wealth Fund may invest)

The offering is also diverse enough to be valuable to any government from Labour to Reform so it is in effect apolitical. (Is Reform going to turn down homegrown North Sea gas, domestic graphite for defence and Ammonia for Jeremy Clarkson and the farming community?)

The tier one partnerships with Siemens Energy, Wood & Costain give the project credibility in the eyes of the government, as does the fact the world’s and UK’s largest CAES/LDES facility is going ahead at pace and it makes the project very real.

MESH is proposed as the flagship project for EPP and Siemens and “one of many” projects that will target favourable geology/infrastructure in the North Sea Continental Shelf.

The risk was that the storage license wouldn’t be granted… But that is now a thing of the past 👏🏻

The second argument is that “it’s not operating until 2030, so why buy now”, the counter is that at £12m MCAP, when project level funding hits and now the GSL is granted and the government and media takes up the story this stops being worth £12m.

The project will no longer be a “retail” focussed stock and with projected yields for investors to be 25% per annum over a 25 year lifespan then pension funds, institutions and family offices take over the register, and they invest for significant and sustained future growth not a quick 10% slice.

Great for local engagement with MESH revitalising the North West with new highly skilled jobs

https://x.com/nwemlive/status/2052024429048140217?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://www.londonstockexchange.com/news-article/EPP/nsta-decision-to-offer-gas-storage-licence/17578251

SP Angel Broker Note

https://www.linkedin.com/posts/morning-energiser-99238b258_energy-flash-note-5-may-2026-energypathways-share-7457314064394960896-X2FO?utm_source=share&utm_medium=member_desktop&rcm=ACoAACfjpYIBfg9c5qegFyzzOJh2vwryJJ1Fmho

NFT, let’s respond to each of your points as it seems you have completely misunderstood the project.

- Funding as per all communications over the last year and also Tuesdays “Worlds largest CAES RNS” the company “needs little or no government subsidy” and have “attracted private sector finance”. The current finance deal is a bridging facility to meet the working commitments demanded by the NSTA (as per yesterday’s RNS). Project level funding has never been an issue with MESH.

- Underground construction is the standard when it comes to international energy storage systems and the salt cavern and depleted gas field approaches are, as the RNS states, using tried and tested techniques and processes. The North Sea geology is also perfect for salt cavern construction.

- David vs Goliath: You seem to have overlooked the partnership consortium backing MESH of Siemens Energy, Wood Group, Costain and KBR. This is no longer a small cap with big ambitions. It’s a respectable multibillion pound partnership consortium.

- MESH doesn’t rely on high gas prices to survive. It will have a diverse set of revenue streams (gas production, gas storage, ammonia, graphite and LDES)

With UKenergy storage a tenth of countries like Germany and Italy the UK needs MESH and needs many more like it. Also as for political change, MESH is truly apolitical. It is valuable to any administration. For Labour it makes renewables more efficient… where as for Reform, homegrown North Sea gas and domestically produced graphite and ammonia will be the hook.

The project is entering into FEED now so this is happening and I look forward to a news rich period of updates.

For anyone wishing to get an accurate overview of this weeks series of RNS’s it would be worth watching the CEO interview with Proactive Investors:

https://x.com/energy_pathways/status/2049109592961937857?s=46&t=IHEn1TE0c7FNFBktt6H8XQ