Thinking Groundhog
Last week, we wrote about clearance.
Not the spectacle kind, but the one that lets systems run without tripping over each other. Slow bureaucratic gears are finally turning in the same direction. This week is different: grounded. Last week’s meeting at the MTC in coventry a true inspiration. TechEx invitation; MVP Sprint progressing; structure further solidifying.
When the structure stabilizes, the noise drops. What remains is work and clarity. Routines give us stability, but change gives us hope. To be co-authors in the energy revolution, we must first refine our ability to follow. Patience is only a virtue where effort resides in the light of earnest ambition.
Structure
With the latest commitments and cleanup steps now aligned, the company structure is moving from provisional survival into a usable operating frame. Cap table simplification is underway as previously planned, near-term obligations are being set for resolution, and the next phase of incorporation work for our vertical has been confirmed to be in the proper filing process. The point is not appearances. It is to remove friction at the level where friction actually kills young companies: ownership clarity, transfer timing, decision lanes, and the legal architecture required to scale without improvising optics.
Location
Great Portland Street continues with updates to the schedule of condition updated and asbestos report confirmed, and terms and lease finalizing. Solicitors in action. The layout remains defined: four floors of deeptech R&D, a footprint that will allow us to stop improvising around space and start sequencing development the way our hardware demands.
Continuity first. Expansion second.
Grant Tracks
Grant work is now shifting from broad exploration to targeted execution. Rather than collecting maybes, the focus is on building combinations of partners and technical scope that can survive real scrutiny and carry through to delivery. Current effort is centered on matching credible application lanes with practical collaboration structures, especially where public-interest deployment and technical demonstration can reinforce each other. The goal is no longer to “look grant-ready,” but to create submissions that are structurally hard to dismiss.
Product Track
Stage I (Foundations) continues under the revised roadmap (to be released).
Where we underestimated the drag on time through semi-voluntary postponement, the overestimation of hurdles in convincing the right partners for modelling and testing keep the odds even. The guiding metric remains unchanged:
Repeatability and consolidation before scale.
Travel
Once again, the core team is on the move, with a home under construction, and the timing is convenient. Just a few stations where you might meet us when we’re not in London:
Birmingham — March 19–21
Academic coordination and execution alignment.
Turin — March 23–25
Industrial follow-ups for the next design phase.
Switzerland — March 27
Round-related meeting before the return to London.
Cambridge— March 28
Stakeholder Meeting preparing for WEF entry.
As a more transatlantic cherry on top of the milkshake, the 2nd quarter of the year shapes up to be: We’ve been invited to participate in this year's US edition of the renowned TechEx Expo, previously attended in the UK edition in London. Find us at the San Jose McEnery Convention Center on May 18–19, 2026.
Operations
The machine continues to normalize. Administrative obligations are about to close just in time with preparation toward the May deadline, and US incorporation continues in Delaware.
Less friction. More throughput.
Summary
Cap table reorientation settled into final structure, Great Portland Street advancing toward lease activation, Energy Catalyst consortium alignment continuing, Stage I development progressing under revised roadmap, Travel sequence expanding across UK and Europe, TechEx North America confirmed for May 2026
Energy. Time. The Future.
— The KCM Team 🚀
