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Another great RNS from #EPP @energy_pathways announcing it has entered into a binding agreement with @hazergroupltd and KBR to commence the first large-scale commercial project under the Strategic Alliance.

The study solidifies the MOU for planned hydrogen and graphite production facilities, to be located in Barrow-in-Furness, as part of the company’s MESH project. It’s worth noting EPP has UK exclusivity for the Hazer/KBR technology.

The planned hydrogen and graphite production facilities target an indicative hydrogen production capacity of 20,000 tonnes per annum (equivalent to 90MW), and also a synthetic graphite production capacity of 60,000 tonnes per annum.

This announcement perfectly compliments the recent RNS from EPP announcing techno-commercial studies with Hazer Group and Mitsui to enhance the graphite produced to battery grade material capable of achieving circa $10,000 per tonne.

The 20,000 tonnes of hydrogen produced will also be used as feedstock to create approximately 110,000 tonnes of clean ammonia per annum.

Currently the UK is reliant 100% on imports for graphite and the last domestic ammonia plant in the UK closed recently. With Graphite being listed as a vital critical mineral by the government and ammonia imports set to be hit with a steep border levy next year the timing couldn’t be better.

https://www.londonstockexchange.com/news-article/EPP/energypathways-partners-with-kbr-hazer/17324784

As the PM arrives at COP30 it was announced that JERA BP & EnBW through their Mona & Morgan joint ventures, are committing over £100m to Belfast Harbour to support the delivery of 2 major offshore wind farms in the Irish Sea.

Crucially #EPP @energy_pathways MESH Project is situated on the main trunkline that connects both Mona and Morgan wind farms to the grid… Using LDES and other forms of energy storage MESH will be a vital component to mitigating wind power wastage and the huge curtailment costs that have plagued the offshore wind initiative.

https://x.com/redditdeluxe/status/1986407871714894113?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

There looks to be have been a big policy push yesterday from DESNZ @energygovuk

With clearer policy communicated to regulatory bodies and the energy sector as a whole it means things like license application decisions are more likely to be streamlined @energy_pathways #EPP

https://assets.publishing.service.gov.uk/media/6902045d918e1f940b3cf7d3/investor-prospectus.pdf

https://assets.publishing.service.gov.uk/media/6901f73a71b575684c3cf7ad/uk-methane-action-plan.pdf

https://assets.publishing.service.gov.uk/media/6900f929ab5cc9c893799502/unlocking-benefits-of-clean-energy-economy.pdf

https://x.com/redditdeluxe/status/1983822387817935138?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://x.com/uplandtweets/status/1982401826843766825?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

If you’re thinking of potentially drilling in the near future, you simply hire a drilling contractor.

However, if you’re #UPL and want to be compliant with regional and governmental development criteria then you acquire an experienced drilling company and demonstrate competence, scalability and high-level expertise.

A very interesting article from @EnergyVoiceNews featuring @energy_pathways #EPP

Good to see further confirmation that MESH will be applying for the upcoming HAR3 - Hydrogen Allocation Rounds.

The Hazer/KBR methane pyrolysis process is eligible for HAR3 financial support and EPP has exclusivity for the process and its use in the UK 🇬🇧

https://www.energyvoice.com/renewables-energy-transition/hydrogen/582770/hydrogen-infrastructure-and-implementation/?utm_source=Sailthru&utm_medium=email&utm_campaign=Energy%20Voice%20-%20Lite%20Newsletter%20%5BA%5D%202025-10-24&utm_term=Energy%20Voice%20-%20Lite%20Newsletter%20%5BA%5D

Also Offshore Energy link:

https://www.offshore-energy.biz/uk-firm-set-on-quadrupling-gas-and-hydrogen-energy-storage-capacity-with-new-license-push/

It’s been a busy week for #EPP @energy_pathways so far with some big news items RNS’d, such as the potential fourfold expansion of the MESH project with new license applications, and yesterdays news regarding the Hazer/Mitsui techno-commercial study to refine MESH synthetic graphite to battery grade levels, resulting in potential revenues of up to $600m pa.

Over the past year, I’ve shared in-depth research and articles deconstructing the project in detail and its place in the wider UK energy market, however on a technical level there are quite a few interesting points also:

• Only around 57% of the entire share issues in public hands (small free float)

• BOD buying on two occasions in 2025 resulting in the CEO Ben Clube holding 5.76% and Graeme Marks 3.44%

• Forecasted 25% annual investment returns over a 25 year project life span

• According to several sources, large short still in play, so expect a sizeable squeeze when this moves higher.

• Plenty of news-flow due this quarter with license decisions, further tier one partnerships and key funding packages TBA.

• “RSi oversold & MACD positive” & the charts look rather compelling as demonstrated by @Darrenukdaytra1 yesterday.

• Diversified suite of revenue streams to come online (Graphite, Ammonia, Hydrogen, LDES, Gas production, Gas/Hydrogen Storage)

• Current MCAP £14m

After today’s #EPP RNS setting out the potential of the Battery-Grade Synthetic Graphite arm of the MESH Project, and for context graphite production is a recent “Bolt-on” to the main energy storage thrust of the project… albeit potentially a £600m pa revenue generating one 😂, here’s an overview article for any new and/or prospective investors who may have arrived (link below):

https://smallcappix.com/blogdetail?id=100

Another great RNS from #EPP @energy_pathways who, with their partners @hazergroupltd, alongside £56bn MCAP Mitsui & Co, will commence a techno/commercial study with the aim to refine MESH high grade synthetic graphite to battery grade standard and explore lucrative offtake options.

Once operational MESH is set to create 60,000 tonnes of graphite per annum which, should battery grade levels be achieved, would be sold at approx $10,000 per tonne (based on current estimates) and result in circa $600,000,000 pa of revenue. With Hazer, KBR and Mitsui all involved the chances of successfully achieving the required high-level premium grades are very high.

It’s also worth noting that the figure of 60,000 tonnes pa is based just on the original Marram acreage and, as per Monday’s RNS regarding new license applications potentially resulting in a fourfold project expansion, the 60,000 tonnes pa target could well be significantly higher.

This partnership positions EnergyPathways to leverage premium market access and offtake opportunities across the UK, EU and globally. With the UK recognising lithium as a critical mineral this is a well timed addition to the suite of revenue streams MESH is developing (Ammonia, Hydrogen, Natural Gas, Gas/Hydrogen/LDES Storage)

https://x.com/redditdeluxe/status/1980938944058642632?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Correction: it’s $600,000,000 pa not $600,000

I typed too fast

Another great RNS from #EPP @energy_pathways who, with their partners @hazergroupltd, alongside £56bn MCAP Mitsui & Co, will commence a techno/commercial study with the aim to refine MESH high grade synthetic graphite to battery grade standard and explore lucrative offtake options.

Once operational MESH is set to create 60,000 tonnes of graphite per annum which, should battery grade levels be achieved, would be sold at approx $10,000 per tonne (based on current estimates) and result in circa $600,000 pa of revenue. With Hazer, KBR and Mitsui all involved the chances of successfully achieving the required high-level premium grades are very high.

It’s also worth noting that the figure of 60,000 tonnes pa is based just on the original Marram acreage and, as per Monday’s RNS regarding new license applications potentially resulting in a fourfold project expansion, the 60,000 tonnes pa target could well be significantly higher.

This partnership positions EnergyPathways to leverage premium market access and offtake opportunities across the UK, EU and globally. With the UK recognising lithium as a critical mineral this is a well timed addition to the suite of revenue streams MESH is developing (Ammonia, Hydrogen, Natural Gas, Gas/Hydrogen/LDES Storage)

https://x.com/redditdeluxe/status/1980938944058642632?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

RNS: The MESH project has received consent from the NSTA to apply for NEW gas and hydrogen storage licenses in the East Irish Sea that will see the project secure a license area 4x greater than previously sought by #EPP @energy_pathways

This is a huge vote of confidence from the NSTA having last month seen MESH receive Section 35 Direction as a “Project of National Significance” from the Secretary of State.

Why then would the NSTA consent to the fourfold increase of a project unless confident the project will be receiving the necessary approvals?

The MESH Project was already set to be huge, originally aiming to achieve 20TWh of energy storage, now that figure will be significantly higher, as will potential revenues (Think Graphite, Ammonia, Hydrogen etc)

It looks like everything is taking shape and moving rapidly behind the scenes.

Interview with CEO Ben Clube. Talking about fast tracking regulatory process and very large revenue streams .

https://youtu.be/OgsGJvFMC1E?si=PtUkBQL4DX2EyAGN

Premium placing from #EPP to today’s open (that one 6.08p rogue trade on Friday set the mid price off)

Will provide cash runway for cornerstone investment to enter (Note: several cornerstones on the table including large green fund and large scale infrastructure investors)

Using existing values holders too. Very fair.

https://x.com/redditdeluxe/status/1977634191518110168?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Oh dear. I researched as well I see.

Maybe if you took the time to listen to the recent investor call that states they have OPEX cash runway to see them through the next 12 months.

Here’s the link: https://www.investormeetcompany.com/meetings/investor-presentation-916

Enjoy!

Twohits, you’re saying “a placing is coming” as a negative 😂

When the whole point of this gold/bitcoin treasury is to raise capital (in the least dilutive way) to acquire both of those dual assets.

Not only that, but the next funding round is the most hotly anticipated piece of news we are all waiting for 😂

Deary me

the fact that the company’s primary news item we are all anticipating is a fundraise, that’s a pretty silly comment. 😂

#hama looks like the same old pattern of:

1. open a short position

2. write an article filled with misinformation to scare the market

3. drive price down

4. close shorts and ride it back up.

i’m hearing this time the stakes are higher with regard to legal consequences etc.

same crap with many other stocks.

i wonder how many investors were spooked into selling at huge losses over the past week.

as i’ve said, you post some research, it better be bloody bang on the money or your heads on a plate. but you criticise a company… go for it, make up any old ****.

disgraceful.

Well I’m sure you’re right George and Nick Thurlow, Karl Smithson, Nicola Horlick, Art Laffer, Brittany Kaiser and the rest of the investors are wrong… Deary me.

At least #HAMA’s Advisory board member Brittany Kaiser is smashing it

AlphaTON, Cyncado announce LOI for tokenization for mesothelioma program. Currently up 200%.

https://www.investing.com/news/stock-market-news/alphaton-stock-soars-200-after-pioneering-digital-asset-oncology-initiative-93CH-4277056

https://x.com/redditdeluxe/status/1975902421340872931?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Very positive results from the first Nimba gold assays. #HAMA $HASTF @GoldHamak

Nick Thurlow, Executive Chairman of Hamak Strategy:

"We are greatly encouraged by the wide intersections of gold mineralisation returned from the first hole assay results, which confirm the depth extensions to the high-grade discovery made by Hamak. We look forward to advancing the drilling programme and reporting further assay results, in partnership with and funded by our JV partners, First Au Limited."

And with gold at all time highs!