Member Info for Trickymatters

Excellent review from EPP. Very much recommend that investors have a listen. I will be putting some more in this. Absolutely endorses the investment case that many of us have set out here reliant on the regulatory approvals for CAES, which we are already in for part 1. Part 2 will happen shortly and the funding received will cover this. Additional funding agreed will be on a £10 million share issue at the market rate at the time. The cost of storage is low vs the revenues expected. This will save the UK at least £1 billion a year but storage can be used for gas and green hydrogen. The technology is already proven and the area under EPP durisdiction can be expanded over time from 4 caverns to 60. By far the largest salt cavern storage available in the UK and the largest in the world. Export opportunities seem implied.

They say that the government are very supportive and have been from the start. I would expect more institutional and high net worth investors will follow in the near term.

G8 RNS. This is a separate project to the gas and green hydrogen storage. It's about compressed air energy storage materialising from wind power. At the moment the world is wasting much of our wind power because we can only store it for a few days. This is billions of pounds worth of electricity. The CoES has been verified by Siemens, the international engineering company as a sound and feasible project. That's why this is not reliant on the gas licence.

However the gas licence is expected too- described by Ben Clube, as having reached a critical milestone and with support from government and the local authority and a business and community group formed to support progress. He says the government are giving them a lot of support and encouragement.

On the COES Project, the subject of this RNS, they will be announcing contracts and investors soon.

The funding is not necessarily immediately dilutive. The first £5 million won't be redeemed until the sp hits a significant premium to the current share price. The rest will be put on the market at the market price as and when they need it. A good deal imo.

What nonsense. The government is not bust. Reeves is announcing a host of new investments to boost growth after the local elections. The green transition is a priority and for many good reasons. There is already a market for green hydrogen and ITM and Ceres Power are selling big tò the UK and European markets. We need gas storage. Rough storage has been approved again and other provision is also needed for us to become energy self sufficient. This is happening. Are you a lunatic Reform voting climate change denier or something?

* last week, not last year!

Just had a read of Ed's speech last year. He's very focused on getting us off fossil fuels and de-coupling us from international gas bench marks. With the award of Centrica's storage licence last week gas and green hydrogen storage are obviously part of the mix to move towards energy security and independence. This has been on my watch list for ages. Jumped in today. Looks like the time is right. GLA.

Blackrock are just hedging. They have nearly 3%.

Did you mean 21st February?

The sharp eyed will notice £34 million revenues forecast for 2026 and a pipeline of over £127 million. Solar panels being rolled out across public sector buildings- schools, hospitals- and government and local government buildings I assume if we're too capture the savings on energy costs now and forever, and to meet net zero targets.

Apologies for referencing the pipeline as 'forward orders' - you can't edit your posts on lse.

EBITA surged 187%, major contracts secured across the public sector and private sector on a closer read. The £100 million Redaptive deal will ensure easy cash flow to get on with the job. They could easily exceed their own forecasts in the light of the forward order book of well over £120 million. Looking very positive.

The sharp eyed will notice £34 million revenues forecast for 2026 and a forward order book of over £124 million. Solar panels being rolled out across public sector buildings- schools, hospitals- and government and local government buildings I assume if we're too capture the savings on energy costs now and forever, and to meet net zero targets.

It isn't the first. They've been selling in this space for some time. And they have a big set of forward orders.

Yes. They're well positioned. Read the last but one RNS. The forward order book is packed. Expecting revenue for 2026 of £34 million. Getting a lot of public sector contracts for schools and hospitals. More to come. Brings down running costs and helps us on the journey to net zero which the public sector understand is important. Investors will cotton on soon. Double of treble bagger here.

Exciting. IND came in on time. Both treatments progressing to next stage clinical trials. Results will be out this year. Avacta always release interim results. TR1s will be getting in sooner than later. All this progress in the US with a British company. Bodes well. We must have something extraordinary. Nothing is going to get in the way of a potential cancer treatment like this. Too late I fear for my brother. Which is breaking my heart. But will change the game for millions. Well done Avacta!

Harwood are an investment firm. Very connected. Good news. Shows additional commitment.

As Biotechs to watch for 2026.

If that's helpful. 6 Biotechs to watch for 2026. Discusses Polb, Genincode, Avacta, as best prospects.

£38k shows bought on the summary but just £5k listed. ?

Blimey, they're all over this board as a few have noted. Like bots on social media. They'd be posting photos of each other in states on nudity if they could! Maybe don't engage and just post things that may be of real interest to investors. They're all charlatans and grifters. This is how sad social media is. We know their schtick. They want to provoke and make the board unreadable. Most serious investors can see them coming round corners. Use filters or ignore maybe? I like reading posts unpacking the opportunity here. We know the trials will take time. The San Francisco conference is worth monitoring. To see what else is hitting the headlines and consider links from big pharma.

Yeah, certainly looks like there's some real interest picking up now. It's very undervalued. We should double from here on the next set of results.

The terms of engagement for clinical trials are set by delegated medical authorities numbskull. God almighty. You sound like Reform voters, making up stupid nonsense imagining an air of authority which no-one else sees. Promising products are fast tracked sometimes. But that will come after a certain level of exposure within the industry and in all likelihood, additional independent scrutiny. I am going to filter you I'm sorry to say. You're just an irritant now.