Member Info for tomhuk2000

Thanks mate. It might be worth listening to the following interview from last week where the CEO goes into detail on ammonia and graphite potential grades and pricing.

https://audioboom.com/posts/8784163-midweek-takeaway-with-ben-clube-ceo-of-energypathways-plc-epp

A mention here for #EPP @energy_pathways from their strategic partner @hazergroupltd

With the Hazer Process of methane pyrolysis MESH will target the production of 20,000 tonnes of clean hydrogen per annum, clean hydrogen that is set to be the most cost effective in the UK by no small margin.

In utilising the Hazer Process decarbonisation occurs, not via storing the carbon in a standard CCS scenario, but by producing high grade synthetic graphite as a byproduct. Hazer Graphite has demonstrated levels of 99% purity and battery grade quality even without any further processing. 60,000 tonnes of synthetic graphite is being targeted via the Hazer Process pa.

What makes the project even more efficient and profitable is that the 20,000 tonnes of clean hydrogen produced will then be utilised via the KBR partnership process as feed stock to produce clean Ammonia. Based on the feed stock tonnage the estimated Ammonia produced per annum will be around 110,000 tonnes.

This is all produced via a zero emissions process in order to mitigate SCOPE 1, 2 & 3 emissions. As I’ve stated in earlier posts, the MESH project is a model of intelligent design and is “Zero emissions - but not for the sake of Net-Zero” (See model flowchart)

Due to this fastidious push for cleaner more efficient methods of decarbonising the gas production process, the MESH/Hazer approach of Methane pyrolysis is an eligible technology for financial assistance under the Hydrogen Allocation Round (HAR3).

With the UK government designating Graphite as a “critical mineral” and relying almost solely on Chinese imports, and ammonia no longer being domestically produced in the UK (with all imports being subject to a hefty border levy in 2027) the demand will be very significant.

I’ll let investors do the maths on potential revenues, but this arm of MESH is set to be incredibly profitable… And interestingly, it’s just a mere bolt-on to the main thrust of the MESH Project offering of Gas, Hydrogen and LDES Energy Storage.

Hazer Managing Director & CEO, Glenn Corrie, said: “This is a significant milestone for our UK partner EnergyPathways and underlines the strong support from the UK Government for projects that can deliver clean, secure and affordable energy. The recognition of MESH as nationally significant provides momentum for the project and enhances the opportunity for Hazer’s technology to be integrated into what we believe could become one of the UK’s most important energy hubs.”

https://app.sharelinktechnologies.com/announcement/asx/b2f64f3d19ed3b99617f0e4d28a3c48c

https://x.com/redditdeluxe/status/1973634437175796143?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

With regard to the NSTA gas storage license resubmission for #EPP’s MESH Project, the likelihood of approval is now very good. Not only due to the tier one partners onboard such as Siemens Energy etc and the clear governmental backing via the DESNZ Section 35 Directive (it’s worth noting here that the NSTA’s sole 100% stakeholder is in fact DESNZ), but also due to an overlooked Section 35 approval of a completely different project late last month.

The 1400Mw Morgan Wind Farm, to be operated by @bp_plc and EnBW, was granted Section 35 approval on 29th August. Why does this matter?

Well, the Morgan Wind Farm’s connecting cable trunkline passes directly through the MESH Project’s Marram Hub (see map) and is one of the key new wind developments that will incur significant wind curtailment costs.

Basically, due to grid infrastructure loading limitations, when the wind blows, not all the energy can make it to market, so a lot is wasted. The government, via the Contracts for Difference scheme guarantee wind power operators a price for all power produced, so any wastage costs the government money which is passed on to the consumer. Currently that sits at £1bn pa and is set to rise to £6-8bn by 2030.

Via MESH’s LDES and hydrogen storage facility (hydrogen storage comes under the NSTA gas license application remit) @energy_pathways will harness the excess waste wind power and store it to be deployed when required, thus saving the government and taxpayer a lot of money.

So, one would imagine that with the huge 1400Mw Morgan wind farm being approved, the government are counting on MESH to provide the cost mitigating solution. Therefore it would make perfect sense for the NSTA to approve the gas storage license.

https://www.gov.uk/government/publications/morgan-offshore-wind-project-generation-assets-section-35-direction-planning-act-2008

https://x.com/redditdeluxe/status/1972935756143304843?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

I think it will be a buyout target too.

However, worth noting that EnergyPathways aren’t alone in this. They have developed a strategic partnership consortium with Siemens Energy, Kostain, KBR, Hazer, Wood Group, Zenith Energy and PDi Ltd to advance MESH.

Https://audioboom.com/posts/8784163-midweek-takeaway-with-ben-clube-ceo-of-energypathways-plc-epp

Https://www.energyvoice.com/renewables-energy-transition/hydrogen/uk-hydrogen/581425/miliband-gives-energypathways-mesh-storage-project-significant-boost/

All I can say about #EPP is: What a Project!

Well done to everyone who shared research and invested, the journey has just begun as MESH approaches FID as the largest energy infrastructure project in a generation.

It’s also reassuring to have Siemens Energy, Kostain, KBR/Hazer Group, Wood Group, Zenith Energy and PDi Ltd as partners on this project.

https://x.com/redditdeluxe/status/1972553271999955349?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Hi Southmead,

No that’s true. I’m certainly hopeful that either cornerstone or government funding may land before that. But with the NSTA delay there is a risk of needing capital into 2026 👍🏻

No worries lol.

I certainly never want to purposely rub anyone up the wrong way or mislead lead anyone. It can be a lonely game this investing lark and I think we can all work together with regard to research and sharing ideas.

Fingers crossed we get some news re NSTA soon 👍🏻👍🏻

Hi Metalhead.

I was just clarifying for the benefit of the board and also in response to some DM’s I’ve received on X. I’ve been in this for over a year now and shared research throughout and always said: if anyone can find any factual inaccuracies then I’m happy to amend/edit.

Apologies if I’ve offended you in some way.

Hi Southmead,

Please see RNS dated 24th Feb re 2x lines of funding in place ready for approvals:

EnergyPathways has signed a non-binding memorandum of understanding ("MOU") with a clean energy fund for a cornerstone equity financing, that is priced at multiples to current share price, effectively minimising shareholder dilution. The funding complements the existing Global Green Asset Financing ("GGAF") loan facility and, along with other debt financing provides capital for MESH's growth plans in gas storage, hydrogen and decarbonised gas power generation. This provides further demonstration to the Government of MESH's ability to attract private capital to the UK energy transition.

The Company has commenced discussions with a tier 1 FTSE 100 company regarding an agreement for MESH long term gas storage capacity and gas sales off-take as well as providing project debt financing for the MESH natural gas storage development.

Hi there Metalhead,

I just wanted to clarify a few things as I’m not sure if our posts were at crossed purposes. MESH is a huge project so bringing it online will of course take time.

The section 35 directive approval singles out MESH by the office of the Secretary of State for Energy Security and Net Zero, as an energy project of “national significance” and enables it to be streamlined as “a whole” to advance via the planning act 2008 process. So a far better and faster approach to pull the entire project together under one umbrella than having to apply for individual consents for LDES, Hydrogen, Ammonia and Graphite production. (At least the 80% of MESH not covered by the NSTA gas storage license)

I’ve also had a few DM’s asking about the wording of the Section 35 and its specificity to MESH as they’ve seen some posts on X. But as you’ll see from the last four Section 35 approvals, the language for approvals is pretty standardised. So all is above board and pulled together, as if there’s any doubt.

Hope Moor: https://assets.publishing.service.gov.uk/media/68a817373a052c9c504c8d70/hope-moor-wind-farm-s35-direction.pdf

Lighthouse Green: https://assets.publishing.service.gov.uk/media/68bffecd8c6d992f23edd761/lighthouse-green-fuels-project-section-35-direction.pdf

Cory Heat: https://national-infrastructure-consenting.planninginspectorate.gov.uk/projects/EN010136

Morgan Wind Farm: https://national-infrastructure-consenting.planninginspectorate.gov.uk/projects/EN010136

Great news for EPP investors. Have a good weekend all!

Thanks mate.

A great day for all investors at #EPP @energy_pathways

Should anyone want any weekend reading as to what the Section 35 Directive has just deemed as a project of “National Significance”, please do take a look:

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

Wonderful news for all #EPP Investors with the MESH Project receiving Section 35 approval from the Secretary of State who has designated it as a “Development of National Significance”

Also it’s worth noting that the application approves the onshore side of the gas/hydrogen production and storage arm of the project therefore making the resubmitted NSTA gas storage license application approval almost a certainty.

Well done Ben and the team at @energy_pathways

And well done @energygovuk & @Ed_Miliband for seeing value in this nationally significant project.

https://assets.publishing.service.gov.uk/media/68d6608bc908572e81248d4a/mesh-section-35-direction-decision.pdf

From today’s half year results RNS:

“We continue to maintain good dialogue with the various silos that comprise the relevant authorities overlooking our planning and licensing and we remain optimistic that we will obtain the requisite approvals to move MESH to the next phase in due course. Our optimism is underpinned by an unwavering belief that the socioeconomic and environmental benefits of MESH are too valuable for the UK to be overlooked."

For clarity on what makes up the approximate 80% of the project covered by the Section 35 application and what falls under the remit of the resubmitted NSTA gas storage license, here’s an overview article that might be helpful:

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

Full Company Rebrand to: HAMAK Strategy #HAMA $HASTF

The “Strategy” rebrand tells us a lot about what the end game is. The website is full references to being a fully regulated FCA approved safe haven for institutional capital.

The RNS states that there has been:

“unsolicited approaches and introductions made by key stakeholders”

We can assume from this they mean Key stakeholders: @realartlaffer, @OwnYourDataNow, Nicola Horlick and potentially MBS Investments.

Also the Website uncovers some interesting points:

• High grade, Multi-million ounce #Gold resource (perhaps revealing data from the recent assays and drilling)

• Emphasising the strategic partnership with FCA regulated @ArchaxEx, who have been doing amazing things with the tokenisation of investment funds such as BlackRock, Aberdeen and Lloyds.

All rather interesting. @GoldHamak #Bitcoin

hamakstrategy.com

Don’t miss our live investor webinar tomorrow at 12:00 BST via Investor Meet Company.

💬 Nick Thurlow (Executive Chairman) & Karl Smithson (Executive Director) will share updates & our evolving strategy.

https://x.com/goldhamak/status/1970805495540957191?s=46

There are two key reasons why I think news will land prior to the investor call and they are:

1. Aside from the OTC listing and Brittany’s appointment there’s not much more to add that won’t be price sensitive from last months Roast Interview. It’s an hour long call so they’ll need material non sensitive news to discuss.

2. Investor questions have a deadline of Wednesday so I’d expect news to land then, or prior to allow investors time to digest the news and formulate a series of questions.

Also… Just a thought, but Nick brought on Brittany quite late on 15th September, past the initial target set for the investor call. The due diligence on the funding must have been well underway or nearing completion…

For Brittany to come onboard and put her name and reputation on the line and for Dr Laffer to tweet his “looking forward to catching up next month” tweet, they must have been pleased with what they’d seen re deals on the table surely?!

HAMA Breakout Capital Ventures Podcast

https://youtu.be/hdZd3wTm2JY