Member Info for TrollHunter2

INVESTORS ALERT...... Read the government actions and Labour manifesto pledge...See steps being delivered as legislation makes it's way through the legally robust parliamentary process. Announcements soon according to ministers questioned in parliamentary sessions....

Latest : National Gas told to convert the East Coast line to carry hydrogen!

They have a signed MOU with UKOG for the essential salt cavern storage!

Guaranteed for 15 years!!!

Watch this multi-bag on pending government announcements. GLA

The HSBM operates through a private law contract (expected to last at least 15 years) between a storage provider and a government-appointed counterparty.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

INVESTORS ALERT...... Read the government actions and Labour manifesto pledge...See steps being delivered as legislation makes it's way through the legally robust parliamentary process. Announcements soon according to ministers questioned in parliamentary sessions....

Latest : National Gas told to convert the East Coast line to carry hydrogen!

They have a signed MOU with UKOG for the essential salt cavern storage!

Guaranteed for 15 years!!!

Watch this multi-bag on pending government announcements. GLA

The HSBM operates through a private law contract (expected to last at least 15 years) between a storage provider and a government-appointed counterparty.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

Guaranteed for 15 years!!!

Watch this multi-bag on pending government announcements. GLA

The HSBM operates through a private law contract (expected to last at least 15 years) between a storage provider and a government-appointed counterparty.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

The Hydrogen Storage Business Model (HSBM) is a government-backed revenue support mechanism designed to de-risk investment in large-scale hydrogen storage projects in the UK.

It primarily targets geological storage—such as the salt caverns planned for the South Dorset project—to bridge the "revenue gap" that currently exists because the market for hydrogen is still in its infancy.

How the Model Functions

The HSBM operates through a private law contract (expected to last at least 15 years) between a storage provider and a government-appointed counterparty.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

Upside Sharing: To ensure value for money, the model typically includes a mechanism where the provider shares a portion of their profits with the government (or the subsidy funder) if revenues exceed a certain "cap" or target.

Sales Incentives: The model is designed to encourage storage providers to maximize their sales and capacity usage rather than simply relying on the floor payment.

Coordination with Transport: The government is aligning HSBM allocations with the Hydrogen Transport Business Model (HTBM) to ensure that storage facilities and the pipelines needed to connect them are developed in sync.

Allocation and Rollout (2026)

The UK government has committed to launching the first HSBM allocation rounds in the first half of 2026.

Strategic Planning: Starting in 2026, the National Energy System Operator (NESO) takes over strategic planning for hydrogen infrastructure to ensure projects are located where they add the most value to the national grid.

Ambition: The initial goal is to support up to two large-scale geological storage projects to be either in construction or operation by 2030.

The UK government will be playing heavily on the thousands of jobs being created across the country as industrial sectors build the Storage, Transport and Usage of Hydrogen.

Millions invested with guaranteed return to tax payers via benefits and profit sharing.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

Upside Sharing: To ensure value for money, the model typically includes a mechanism where the provider shares a portion of their profits with the government (or the subsidy funder) if revenues exceed a certain "cap" or target.

Sales Incentives: The model is designed to encourage storage providers to maximize their sales and capacity usage rather than simply relying on the floor payment.

Coordination with Transport: The government is aligning HSBM allocations with the Hydrogen Transport Business Model (HTBM) to ensure that storage facilities and the pipelines needed to connect them are developed in sync.

Allocation and Rollout (2026)

The UK government has committed to launching the first HSBM allocation rounds in the first half of 2026.

Strategic Planning: Starting in 2026, the National Energy System Operator (NESO) takes over strategic planning for hydrogen infrastructure to ensure projects are located where they add the most value to the national grid.

Ambition: The initial goal is to support up to two large-scale geological storage projects to be either in construction or operation by 2030.

I work across many industries and see many large UK businesses are already gearing up and investing millions in preparing for the transition to hydrogen.

It's all definitely happening and so much so that companies have been taking direction from the government to prepare for it.

JCB are proving the case by running the land speed record car on hydrogen :

https://www.jcb.com/en-GB/campaigns/jcb-hydromax/

WHITE PAPER

Accelerating low-carbon hydrogen and cutting costs

Siemens and Capgemini have collaborated on a new whitepaper to demonstrate how low-carbon hydrogen can play a crucial role in reducing CO₂ emissions in hard-to-abate sectors.

Hydrogen power has arrived, and it’s working on real-world construction sites today. This is not a prototype project or technology demonstrator – JCB’s hydrogen powered machines are in series production and available to order now.

Revolution through evolution

At the heart of every hydrogen JCB machine is our cutting-edge hydrogen internal combustion engine. Developed by JCB engineers in the UK, this engine has been purpose-designed from the ground-up to deliver hydrogen fuel to the UK and beyond. By utilising established engine technology with readily available components and supply chains, the JCB hydrogen engine represents the next evolution of internal combustion engine technology.

Zero Carbon - Zero Compromise

With hydrogen power, our JCB hydrogen engines produce the same torque, power and efficiency as their diesel counterpart – resulting in machines which provide the same levels of performance, with none of the CO2. This is the first ever hydrogen power engine to receive full Stage V emissions approval in the UK and EU – all achieved without the need for DPF, SCR or DOC.

Note : National Impact - Could meet up to 17%–31% of the UK's forecast hydrogen storage needs by 2050

That means that UKOG (UKEn) will be asked to scale up and produce more storage sites. Increasing the company value, guaranteed by the government for a minimum of 15 years!

GLA

The South Dorset hydrogen storage project, managed by UK Oil & Gas PLC (LON:UKOG) through its subsidiary UK Energy Storage (UKEn), is currently in a pre-construction phase focused on securing government revenue support and finalizing technical partnerships

.

As of May 2026, the project has achieved several strategic milestones:

Recent Strategic Developments (2025–2026)

Infrastructure Partnerships: In March 2026, UKEn signed a memorandum of understanding (MOU) with Wales & West Utilities to connect the storage facility into a regional 100% hydrogen pipeline network.

It also holds letters of support from SGN Ltd and the Solent Cluster, which are critical for demonstrating the project's integration with the UK's planned hydrogen "backbone".

Funding and Modelling: The company has raised over £5 million since late 2025 specifically to fund technical and economic modelling through the end of 2026.

These funds are bridging the gap until the UK government's first hydrogen storage revenue support allocation rounds, scheduled for the first half of 2026.

Site Relocation & Cost Savings: The project was recently relocated from Portland to a site west of Weymouth. This move is expected to reduce capital expenditure (CAPEX) by approximately 36% (£450 million) due to the adoption of a conventional "cushion gas" operating scheme.

Project Specifications & Timeline

Capacity - Planned 24 salt caverns with a technical maximum annual capacity of 30.2 TWh.

National Impact - Could meet up to 17%–31% of the UK's forecast hydrogen storage needs by 2050.

Construction Start - Targeted to be "well under way" by 2030.

Operational Date - First caverns expected to be operational between 2030 and 2032.

Current Status

The project remains the only planned large-scale hydrogen storage site in the southern half of the UK.

While it has strong conceptual and political support—including positive references from the Prime Minister regarding its potential—it remains a speculative high-risk asset contingent on securing long-term government subsidies and significant future capital investment.

The Hydrogen Storage Business Model (HSBM) is a government-backed revenue support mechanism designed to de-risk investment in large-scale hydrogen storage projects in the UK.

It primarily targets geological storage—such as the salt caverns planned for the South Dorset project—to bridge the "revenue gap" that currently exists because the market for hydrogen is still in its infancy.

How the Model Functions

The HSBM operates through a private law contract (expected to last at least 15 years) between a storage provider and a government-appointed counterparty.

The core components include:

Revenue Floor: The model provides a guaranteed minimum level of revenue (a "floor").

If the market demand or price for storage is too low to cover the facility's costs, the subsidy kicks in to protect the provider from "demand risk".

Upside Sharing: To ensure value for money, the model typically includes a mechanism where the provider shares a portion of their profits with the government (or the subsidy funder) if revenues exceed a certain "cap" or target.

Sales Incentives: The model is designed to encourage storage providers to maximize their sales and capacity usage rather than simply relying on the floor payment.

Coordination with Transport: The government is aligning HSBM allocations with the Hydrogen Transport Business Model (HTBM) to ensure that storage facilities and the pipelines needed to connect them are developed in sync.

Allocation and Rollout (2026)

The UK government has committed to launching the first HSBM allocation rounds in the first half of 2026.

Strategic Planning: Starting in 2026, the National Energy System Operator (NESO) takes over strategic planning for hydrogen infrastructure to ensure projects are located where they add the most value to the national grid.

Ambition: The initial goal is to support up to two large-scale geological storage projects to be either in construction or operation by 2030.

Looks like the word is spreading.... BIG trades starting to come through. Price just jumped up.... :-)

GLA

Repeating so investors don't miss it....I'm seeing a lot of green boxes (the usual ignored trolls I assume).

Yep, I got that too and listened to the Parliament session yesterday continuing the Energy Independence discussions for the upcoming announcements.

"UKEn: Positive progress to hear that Energy Secretary Ed Miliband has given go ahead for National Gas to construct 420km pipeline to carry hydrogen gas on the East Coast, to designate it a Nationally Significant Infrastructure Project"

Guess where they'll be storing all that Hydrogen. The government preference is geological (Salt Caverns)!......

"UK Oil & Gas PLC (UKOG) and its hydrogen subsidiary, UK Energy Storage (UKEn), signed a Memorandum of Understanding (MOU) with National Gas Transmission to connect their planned salt cavern hydrogen storage sites to National Gas's proposed "Project Union" pipeline.

Key Details of the Collaboration

Project Union: National Gas is spearheading Project Union to repurpose and develop a national hydrogen pipeline network.

Site Connections: The agreement provides direct connection points for UKEn’s planned national-scale hydrogen salt cavern storage facilities in East Yorkshire and South Dorset.

Phase One Timeline: The initial phase of Project Union, connecting the East Coast hydrogen cluster to East Yorkshire"

Also.....

"UKEn: Interesting announcement by Energy Minister Ed Miliband. Estimated that our Dorset project can support 2,100 direct jobs during construction phase."

Following the Parliament sessions currently underway we'll see a stream of announcements now.

Going to be a fun ride.

GLA

Yep, I got that too and listened to the Parliament session yesterday continuing the Energy Independence discussions for the upcoming announcements.

"UKEn: Positive progress to hear that Energy Secretary Ed Miliband has given go ahead for National Gas to construct 420km pipeline to carry hydrogen gas on the East Coast, to designate it a Nationally Significant Infrastructure Project"

Guess where they'll be storing all that Hydrogen. The government preference is geological (Salt Caverns)!......

"UK Oil & Gas PLC (UKOG) and its hydrogen subsidiary, UK Energy Storage (UKEn), signed a Memorandum of Understanding (MOU) with National Gas Transmission to connect their planned salt cavern hydrogen storage sites to National Gas's proposed "Project Union" pipeline.

Key Details of the Collaboration

Project Union: National Gas is spearheading Project Union to repurpose and develop a national hydrogen pipeline network.

Site Connections: The agreement provides direct connection points for UKEn’s planned national-scale hydrogen salt cavern storage facilities in East Yorkshire and South Dorset.

Phase One Timeline: The initial phase of Project Union, connecting the East Coast hydrogen cluster to East Yorkshire"

Also.....

"UKEn: Interesting announcement by Energy Minister Ed Miliband. Estimated that our Dorset project can support 2,100 direct jobs during construction phase."

Following the Parliament sessions currently underway we'll see a stream of announcements now.

Going to be a fun ride.

GLA

I thought this would have been done within the first week of suspension since they declared such an interest in the placing.

Anyone have an idea why it's taking so long ?

Very keen to see this trading again. Long term investment back to £5 per share for me....well maybe £3 after the new increased share issue.

Either way HUGE upside long term if they can ride out the turbulance.

Pivot to Hydrogen Economy: The company is transitioning toward hydrogen storage and clean power, recently securing over £5 million in investment since late 2025 to fund these activities. Collaborations with National Gas Transmission and regional pipeline providers are intended to strengthen applications for government revenue support in the coming year.

Energy security and home grown energy mentioned at least five times in the kings short speech.

"The government has said it intends to publish an ‘energy independence bill’, which will provide a framework for supporting its commitment to transition the UK energy market away from fossil fuels towards alternative forms of energy, including nuclear and renewables."

Looks like the government have a BIG agenda to deliver.

I'm certainly looking forward to the announcements in the coming weeks and months on how they are going to use the National Wealth fund and support home energy businesses like UKOG.

Very exciting changing times ahead.

GLA

"Pivot to Hydrogen Storage Strategy: The company is transitioning its focus toward hydrogen storage and production, securing approximately £5 million in investment since late 2025. These funds support technical modelling and collaborations with National Gas for the South Dorset Storage project, aligning with the UK's broader 2030 hydrogen strategy.

High Analyst Consensus Price Targets: Despite current penny-stock status, some analyst models maintain extremely high theoretical price targets of approximately 4.40p. While these reflect long-term speculative upside if all projects reach commercialisation, they highlight the significant gap between current valuation and potential asset value."

Got to be in it to win it. They said all the same negativity statements about all the 'Phoenix' stocks that made many investing millionaires.

The above investment case is very real.

The King will outline the National Wealth fund today. The government plan to make an allocation to hydrogen storage.

Especially in the South, as usual.

They have made several studies that salt caverns are the best solution from every point of view.

Guess who is the only hydrogen storage salt cavern provider in the South of England and has already signed TWO MOU's with the two major gas pipelines.

UKOG (UKEn).

Starmer already referred to the hydrogen storage project they are eying up in Dorset.....Only one company doing that....UKOG!!!

Energy ministers have stated in parliament recently that the support and approval will be provided soon....

GLA

Lots of green boxes, so I can only imagine the trolls are trying to spam the board as usual and generate Rage Baiting for the LSE cash machine.

But for investors who fall on this page the key part repeated...

High Analyst Consensus Price Targets: Despite current penny-stock status, some analyst models maintain extremely high theoretical price targets of approximately 4.40p. While these reflect long-term speculative upside if all projects reach commercialisation, they highlight the significant gap between current valuation and potential asset value."

It's all happening..... even just a rise from here to 1p will be transformational and retirement funding for most.

GLA

Latest bullish research delivered by AI....The non-troll stuff......the investment case...Do your own research and make your choice. Potential life changing retirement or not ???

"Pivot to Hydrogen Storage Strategy: The company is transitioning its focus toward hydrogen storage and production, securing approximately £5 million in investment since late 2025. These funds support technical modelling and collaborations with National Gas for the South Dorset Storage project, aligning with the UK's broader 2030 hydrogen strategy.

High Analyst Consensus Price Targets: Despite current penny-stock status, some analyst models maintain extremely high theoretical price targets of approximately 4.40p. While these reflect long-term speculative upside if all projects reach commercialisation, they highlight the significant gap between current valuation and potential asset value."

Will the Kings speech tomorrow be the start of the inflection point.

It could all unfold in the coming weeks and months... all the pieces are in place now and the government are under even more pressure to deliver change and improvements.