Core Points - Fusion Fuel Green PLC announced the approval of all shareholder proposals at the general meeting held on November 6, 2025 [1][2] - The approved proposals included an increase in the Company's authorized share capital and amendments to the Company's articles of association [2] - Shareholders elected Pierce Crosby and Steven Gold as Class II Directors, while Jeffrey E. Schwarz and Rune Magnus Lundetrae resigned from the Board [3] Company Strategy - The Company aims to be an owner and manager of multiple independent, fast-growing, profitable companies in the energy and utilities sectors [3] - The recent vote allows the Company to continue discussions on large-scale strategic transactions, including digital and commodity asset treasury initiatives [4] Company Overview - Fusion Fuel Green PLC is a leader in the energy services sector, providing energy supply, distribution, and engineering solutions through subsidiaries like Al Shola Gas, BrightHy, and BioSteam Energy [4] - Al Shola Gas offers full-service industrial gas solutions, BrightHy focuses on hydrogen solutions for decarbonization, and BioSteam Energy provides biomass-powered industrial steam solutions [4]

Core Insights - Fusion Fuel Green PLC has announced the commencement of construction and equipment fabrication for its first biomass-powered industrial steam project in South Africa through its majority-owned joint venture, BioSteam Energy [1][2]. Project Overview - The project represents Fusion Fuel's first operational footprint in the Southern African market and is a significant milestone in its industrial decarbonization strategy [2]. - Groundbreaking activities have begun, with the production of proprietary biomass boiler and fuel systems already in progress [3]. - The full plant is expected to be commissioned and enter commercial operation in January 2026, with initial revenues anticipated thereafter [3]. Environmental Impact - The project aims to replace a fossil-fuel-based steam generation system with a carbon-neutral biomass solution, which is expected to reduce Scope 1 and Scope 2 greenhouse gas emissions [4]. - The initiative will generate verified carbon credits through landfill avoidance and fuel-switching benefits [4]. Company Statements - The CEO of Fusion Fuel expressed excitement about the project moving from concept to reality, highlighting its role in deploying sustainable energy solutions to achieve measurable emissions reductions in challenging industrial sectors [5]. Company Background - Fusion Fuel Green PLC is an emerging leader in the energy services sector, providing a comprehensive suite of energy supply, distribution, and engineering and advisory solutions through its various business units, including BioSteam Energy [5].

Market Overview - The stock market is reaching new all-time highs, driven by increased spending in the artificial intelligence sector as investors aim to capitalize on potential gains [1] - Historical data indicates that buying stocks at or near all-time highs can be beneficial, with the S&P 500 averaging a 12-month price return of 9.1% after reaching such highs [2] Stock Performance - Approximately 200 S&P 500 stocks are currently underperforming, suggesting that investors should focus on stocks that are also achieving new peaks [3] - A screening method has been developed to identify Zacks Rank 1 (Strong Buy) stocks with upward price momentum, trading within 20% of their 52-week highs [5] Featured Stock: PHINIA Inc. - PHINIA Inc. (PHIN) is highlighted as a strong buy, specializing in premium fuel systems and electrical systems for the automotive industry [6][8] - The company is expanding its portfolio through the acquisition of Electromagnet Invest AB for approximately $47 million, aimed at enhancing its capabilities in alternative fuel systems [10] Financial Performance - PHINIA exceeded Q2 earnings per share (EPS) estimates by 28% and has seen upward revisions in its EPS estimates for Q3 and FY25, earning a Zacks Rank 1 [11] - The stock has appreciated 130% over the past two years, significantly outperforming its sector and the S&P 500 [12]

Core Insights - Fusion Fuel Green PLC reported significant operational and financial progress in the first half of 2025, marking a pivotal period in the company's history [4] - The company generated approximately €6.9 million in revenue, a substantial increase from no revenue in the same period last year, primarily due to the acquisition of LPG operations [4] - The company expects to achieve full-year 2025 revenue of approximately €17.4 million, representing a 70% growth compared to the previous year [6] Operational and Strategic Progress - Bright Hydrogen Solutions Ltd advanced its hydrogen platform with new agent agreements and successful tenders for two hydrogen projects, alongside establishing a €30 million joint venture for mid-scale hydrogen plants in Europe [3] - Al Shola Al Modea Gas Distribution LLC signed new engineering contracts worth approximately $4.5 million and annual fuel supply agreements for about $1.7 million, contributing to predictable cash flow [5] - The company is pursuing M&A activities, including the acquisition of a UK-based fuel distribution company with approximately $50 million in annual revenue and a joint venture for a biomass-powered steam project in South Africa [5] Financial Performance - The company reported an operating loss of approximately €2.9 million and a net loss of about €2.3 million for the first half of 2025, a reduction from approximately €7.9 million in losses during the same period in 2024 [4] - Over $8 million was raised year-to-date, which facilitated the repayment of approximately €4.3 million in debt, strengthening the company's balance sheet [4] - The conversion of outstanding convertible notes and recent equity raises simplified the capital structure, enhancing transparency for shareholders [4] Compliance and Future Outlook - The company resolved all outstanding listing deficiencies with Nasdaq, regaining full compliance following a share consolidation and capital raises [4] - The outlook for the second half of 2025 includes further operational progress across both BrightHy Solutions and Al Shola Gas [6]

Core Viewpoint - Fusion Fuel Green PLC's subsidiary, Al Shola Al Modea Gas Distribution LLC, has secured additional engineering and utility projects worth AED 4.4 million (~$1.2 million USD) in Dubai, indicating strong demand and commercial momentum in the UAE's energy infrastructure market [1][2]. Summary by Sections New Engineering Projects - Al Shola Gas has secured over $2.7 million in engineering contracts and 1,800 new residential service contracts since the beginning of 2025 [2]. - The new projects will convert to recurring revenue through long-term utility service contracts [4]. Utility Business and Bulk LPG Supply - Al Shola Gas has surpassed 12,000 active customers and expects continued growth in recurring revenue as contracted assets are commissioned [5]. - Bulk LPG supply remains robust, with current volumes exceeding 600 metric tons per month, with a target of reaching 800 metric tons monthly by year-end [6]. Company Strategy and Market Position - The combination of engineering revenue and high-margin recurring utility income reflects the company's strategy to build durable, cash-generating infrastructure assets in the region [7]. - Al Shola Gas is positioned as a preferred partner for developers needing reliable and efficient LPG system delivery and service [5]. Specific Project Details - Dubai Marina Development: DBOM contract for 620 residential apartments and 5 retail outlets, total contract value AED 885,000 [9]. - Business Bay Tower: High-rise with 242 apartments and 3 retail outlets, contract value AED 395,000 [9]. - Satwa Mid-Rise Development: 240 apartments, total contract value AED 2.6 million [9]. - Additional Cluster Projects: Four smaller projects across Dubai, collectively valued at AED 520,000 [9].