Member Info for Wiseinvestor23

Https://x.com/i/status/2067689817060540685

https://youtu.be/txOvJY7Rqto?is=P_DGnGdt_v9K81fr

https://www.linkedin.com/posts/disko-nuussuaq-west-greenland-share-7472557134497382400-1AxS/?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Disko is recognised as one of the truly great global geological models for copper, nickel, cobalt and PGE. It has the potential to host a new world-class Tier-1 nickel-copper deposit, and is analogous to the Norilsk Nickel District in Siberia, the world’s largest nickel-copper mine. The project is district scale and has numerous walk up drill targets over a 3,020km2 licence area. It is approximately the size of Luxembourg, with the largest anomaly being over 6km long.

#80M's Disko-Nuussuaq project in Greenland stands out as a strategic, district-scale nickel-copper-cobalt-PGE opportunity, with the momentum to attract increasing attention. With multiple large-scale drill targets, a fully funded $30 million JV with USFM Corporation, and drilling planned to commence at the end of June 2026, Disko is well placed to drive rapid resource growth while we preserve our operational control.

The Norilsk-Talnakh District is one of the richest nickel sulphide districts ever discovered and is often considered the benchmark for a world-class nickel discovery. It contains enormous nickel, copper, palladium and platinum deposits

I found the exact wording of the revised agreement, and it's actually better than many investors assume.

If the shares do not triple by 30 June 2026, the following becomes payable: �

Investegate +1

Due Date

Amount

Form

30 June 2027

€750,000

Cash

30 June 2027

€750,000

New 80M shares (based on 30-day VWAP)

31 March 2028

€750,000

Cash

31 March 2028

€750,000

New 80M shares

Total = €3.0m, split:

€1.5m cash

€1.5m shares �

Stockopedia +1

The important bit

There is nothing in the agreement requiring 80M to pay €3m at the end of June 2026.

What happens on 30 June 2026 is simply:

If the 220m shares have tripled in value (roughly 1.5p+), obligation disappears.

If they haven't, the deferred consideration remains in place and starts becoming payable from June 2027 onwards. �

Investegate +1

So what is the real liability?

In today's money:

€1.5m cash ≈ £1.27m

€1.5m shares ≈ £1.27m

Total ≈ £2.54m, but only about half of that is actual cash. �

Stockopedia +1

Why this matters

If our estimate that 80M currently has roughly £2m–£3m of cash is in the right ballpark, then the company is not facing a June 2026 cash cliff edge from Hydrogen Valley.

The real question is whether Hydrogen Valley itself can create enough value over the next 12 months to justify those future payments.

For me, the bigger near-term financial focus would actually be:

Cash burn through 2026.

Funding and progress at Disko.

Whether USFM expands its involvement beyond the current commitment.

Any Thule transaction/update.

Whether Hydrogen Valley starts generating commercial traction.

The forum post makes the liability sound imminent, but the RNS shows the first cash payment isn't due until 30 June 2027, a full year later. �

Investegate +1

Https://x.com/i/status/2060618600012996628

https://x.com/i/status/2060639211410034715

Https://x.com/i/status/2060618600012996628

https://x.com/i/status/2060639211410034715

New #EPP interview worth a watch

https://youtu.be/lQUajMf_PeI?si=ZyuTFEzm_vQxvihc

"There's alot of information in that presentation - but i think it puts out a very compelling value proposition for investors - with a market cap in the 20million pounds region at the moment, i think this explains this is a multi-billion proposition for investors"

https://www.linkedin.com/posts/energypathways-plc_mesh-energytransition-cleanenergy-activity-7465288315257286656-rCtJ?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Designated a project of national significance to the UK

https://open.substack.com/pub/thatstocksguy/p/energypathways?utm_source=share&utm_medium=android&r=24u473

The risk that the storage licence wouldn’t be granted was the central bear case for EPP.

That risk is now gone.

Here is what it opens up:

Gas storage — >£400m per year. Marram alone matches Centrica’s Rough facility (50–60 BCF). Revenue includes volatility trading — cheap summer gas filled and sold at winter peaks. That figure is conservative given the UK’s minimal storage base, and it excludes the Knox and Lowry fields that will come online in time.

Gas production — ~£500m. Marram field alone holds 46 BCF at current spot pricing. Slightly reduced by cushion gas requirements, but the nitrogen in the mix feeds directly into ammonia production.

Ammonia — £55–100m per year. Projected output of 110,000 tonnes per year. The last UK domestic ammonia producer closed in 2023, and a border import levy arrives in 2027. The timing could not be better for a domestic supplier.

Graphite — >£500m per year. Around 60,000 tonnes per year of high-grade synthetic graphite, refined with Mitsui of Japan to nuclear and military-grade specifications — a classification that has a very positive effect on the price. EPP would be the UK’s only domestic producer.

‘The current Middle East crisis serves as a stark reminder of Britain’s limited energy storage capacity that leaves it vulnerable to global supply shocks and the resulting impact of higher energy bills.’

— CEO Ben Clube, 6 May 2026

From 80miles most recent investor presentation

“Q2 2026 - Updates on the procurement of offtake agreements for production”

“Q2 2026 - Restart of the Greenswitch Biodiesel Facility”

Also

USFM is investing roughly US$30m+ into the Disko-Nuussuaq project, funding a major Greenland drill campaign starting first week in July 2026, effectively giving 80 Mile a substantial free-carried position in what is considered a district-scale nickel-copper-PGE system

Hydrogen valley news due over june

Disco drilling also starts first week of July

+ lots of other parallel news with the GLND 80m Greenland drilling

https://www.80mile.com/sites/default/files/2026-01/80M%20Corporate%20Presentation%20v4.pdf

The operation is within three months of production commencement and thereafter ramp up. - 3rd of February

Https://x.com/i/status/2051973057162727891

https://x.com/i/status/2052615777165947292

Ignore the noise and dyor - highest credible upside of any investment opportunity im aware off - the risks were funding and the license - we now have both - consolidation from impatient and uninformed to the patient and well researched

https://x.com/i/status/2050100015486349694

It's a Bridge Loan with low intrest - no shares to be issued to the Market - the derampers out with the lies

CAES Project Highlights

· Expected to be the world's largest CAES project and Britain's largest LDES project.

· A 300 MW CAES facility with 55 GWh storage capacity, offering multiday discharge capability and critical grid stability services.

· Project commerciality and economic viability have been confirmed by pre-FEED studies completed with EnergyPathways' major project technology partner Siemens Energy.

· FEED, planning, consenting, Environmental Impact Assessment (EIA) and grid connection arrangements launched and underway.

· Participation in Ofgem's LDES cap and floor second round expected to commence later this year.

· FID planned for 2028 with operational startup at the end of 2031, subject to regulatory approvals. Gas Storage Licence award decision is not required for this project to proceed.

· Local support received for MESH planned onshore facilities from "Team Barrow", a private/public partnership to strengthen and diversify Barrow-in-Furness' economy.

· A £15 million financing agreement in place to fund FEED. Expressions of Interest for project financing also received from leading global banks and project financing discussions are underway.

That's a beast of RNS whichever way you cut it for designated project of national significance - placing fear removed and more news can keep coming - the companies doing all the right things in the background and this showed consideration to the SP and shareholders

The Loan Note will be secured by a fixed and floating charge on the assets of the Company and will be non-interest bearing, save for a default interest rate of 3 per cent. per month which will apply on any overdue amounts, and the nominal value of the Loan Note can be converted at the Investor's option at a reference price ("Reference Price") plus a 40% premium. The Reference Price is calculated as the average of the daily VWAP of the Company's ordinary shares for the five consecutive trading days prior to the date of each applicable loan drawdown. The Investor will not be eligible to convert any drawdown at lower than the Reference Price plus a 40% premium.

In the event the Company issues new equity shares (excluding the ATM Facility), the Reference Price will be reset at the lower of the Reference Price in the Loan Note and the price at which the Company has issued new equity shares.

At each drawdown, the Company will issue warrants to the Investor that will be equal to 30% of the value of the drawdown. The Investor will be eligible to exercise these warrants at the Reference Price plus a 40% premium. The Investor will not be eligible to exercise any warrants at lower than the Reference Price plus a 40% premium.

This is essentially the opposite - ben considered and took care of shareholders while removing the placing fear - Imo, thats clearly a banger of an RNS, confirming the largest in the world CAES - while also letting the market know EPP isn't dependent on the gas storage license but it's expected soon

13mil overvalued for a designated project of national significance to the UK? lol someone wants a cheaper entry - anyone buying at these levels will do very well while now in the news rich window where the license can land anytime

Siemens Energy 25x up in 2.5 years - EPP with the same potiencial

https://x.com/i/status/2041488531345027561

Post above EPP meeting with Siemens 3 weeks ago - presentation in Jan mentioned intentions to sign a global partnership agreement during 2026

The email response 2+ weeks ago mentioned pre feed was being finalised - hopefully news on that this week

S35 formally applied for 5 months and 2 weeks ago now - in the window and everydays a day closer

Additional info from Chat Gpt when asking about expected netflow

🔥 Core Near-Term Newsflow

1) Gas Storage Licence (NSTA)

Application RNS: 24 Nov 2025

Now: 5 months + 1 day elapsed

Rough approval shows system is moving

👉 Timing: ANY DAY → May window

2) MESH Pre-FEED (finalising)

Confirmed via recent company communication

Will define capex, capacity + phased build

👉 Timing: Late April → May

3) Hazer / KBR Hydrogen + Graphite Study

~20,000 tpa hydrogen

~60,000 tpa graphite

RNS: “anticipated to be completed in early 2026”

👉 Timing: May → June

4) Siemens LDES / CAES Update

Recent engagement confirmed

Focus: large-scale compressed air energy storage

👉 Timing: May → July

📌 Additional (Continuation Catalyst)

5) Funding / Strategic Capital

Likely AFTER licence

👉 Drives full re-rate beyond initial spike

⚡ Bottom Line

👉 We’re in the highest-impact catalyst window to date

Expected flow:

Licence → Pre-FEED → Technical validation → Funding

Https://www.linkedin.com/posts/our-outdated-transmission-network-cannot-share-7442167114599374850-DRWj?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/small-cap-idea-this-firm-wants-to-close-share-7441902012746678272-_J6X?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/energypathways-plc_the-uk-sleepwalked-into-this-energy-price-activity-7442181935818473472-Iz1z?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.proactiveinvestors.co.uk/companies/news/1089319/energypathways-britain-s-energy-crisis-has-exposed-a-glaring-gap-this-small-cap-wants-to-fill-it-1089319.html?utm_source=dlvr.it&utm_medium=linkedin

https://www.proactiveinvestors.co.uk/companies/news/1089319/energypathways-britain-s-energy-crisis-has-exposed-a-glaring-gap-this-small-cap-wants-to-fill-it-1089319.html?utm_source=dlvr.it&utm_medium=linkedin

https://www.linkedin.com/posts/its-time-to-lift-the-ban-on-north-sea-oil-share-7442604247596154881-e68D?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

7bn barrels - 8.5mil mcap - circa 600bn at the current oil price - Multibagger waiting to happen imo

Https://x.com/energy_pathways/status/2029773862750277896?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

https://open.substack.com/pub/thatstocksguy/p/small-caps-march-review?utm_source=share&utm_medium=android&r=24u473

Sub 10 mil mcap

7bn barrels before this phase 1, 2 and 3 piston coring

42 piston cores...

Times 7b by half the current oil price to see the size of the prize

https://x.com/TheMoneySponge/status/2028768533920780488?s=20

Forwarded from the matd tg group

Independently check everything anyone says here & position all facts within the context of the investment NOW & going FORWARD. Feel free to Re-post as and when, as some people here are obviously quite blatantly trying to misrepresent the MATD investment.

PAST - Non revenue generating but assets in place. However major beauracratic delays with processes, specifically land access issues and resulting in heavy cash calls and a share price reduced from around 39p per share to sub 1p.

PRESENT - Revenue generating via the circa 300bbl a day (around $300-350K p/m give or take). Renewable JV in a rapidly fast expanding sector & a company making farm out deal nearing completion with negotiations expecting to “complete in short order”. Also, Farm Out discussions already started for Block VII and Gobi well testing due, potentially increasing resources by 150% and hydrocarbon presence already detected. ZERO DEBT with Heron asset value at $150M-$300M in the ground ie Not touched. Current Mkt Cap $29M

FUTURE - looking at a full field Heron development production revenue of $72M-$130M p/a net payback (a 70:30 farm out split would see a $50M-$90M net payback to MATD per annum). Gobi would multiply that by x 1.5 and be additional to Block XX. Block VII has potentially billions of bbl in place and a Farm Out development strategy planned (discussions already ongoing).

Renewables - Not so easy to ascertain but Arab investors already looking at investing $Billions into the sector with direct discussions already having taken place with the Sunsteppe CEO. Project metrics for a ‘flip’ after initial planning consents etc noted at $50K-$100K per MW.

Future Mkt Cap - Many (many) multiples of our current one & some believe a potential over $Bn company going forward, based on the development rollout above.

Those are the actual facts which anyone can go check. Like a property investment, you buy the undervalued, unloved ones & not the overhyped Non-Revenue generating, heavily indebted rubbish we see everywhere else on Aim. A lot of people posting here need to get their heads out of the past & understand the forward evolving perspective of successful investing.

$95mil farm out complete - free carry worth 3x the current mcap alone

block III farm out pending

CCS progress not priced in

Already producing 500+ boep

----

#BLOE

Early-stage assessments of the Middle Eocene reservoir in the Patardzueli field as a carbon storage project estimate that in the mid-case the field has the potential to store 151.5 million tonnes of CO2 through mineralisation (OPC, 2024).

+

 

“With EU Emissions Trading Scheme prices at around USD 60/ton”

151m tonnes of c02 x $60 a tonne

$9 billion

Switzerland and Japan are Georgia’s key supporters, and potentially, the first trading partners, in this effort.

Georgia signed bilateral agreements with Switzerland and Japan that will allow carbon trading once Georgia is ready to activate this mechanism. The carbon trade revenues will provide Georgia with additional funding for sustainable and climate-smart development..

The JV:

reported a revenue of approximately $15.53 billion USD in 2024, showing a slight increase from 2023.