2026 Q2 -tulosraportti
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77 päivää sitten
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Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
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Foorumi
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Kirjaudu
·1 päivä sittenWHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.
- ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.
Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence. 
·11.6.Many are naturally awaiting clarity regarding the regulatory conditions in Sweden and the possibility of future production from Siljansringen. At the same time, I believe it is risky to base the entire investment case on a future parliament repealing today's ban. That is precisely why the planned investment in SEID/ColdSpark was so interesting. For many investors, this was an important part of the story behind the issue: not just the value of the gas in the ground, but the opportunity to create significantly greater value through further processing into hydrogen and solid carbon. If regulatory changes come into place, it would naturally be very positive. But if the process is prolonged, or if the outcome is less comprehensive than many hope, the hydrogen path can still constitute an attractive and independent value-creating alternative. In a world where energy security, industrial competitiveness, and emission reductions are becoming increasingly important, the path from methane to hydrogen appears at least as strategically interesting as the question of increased gas extraction itself. Therefore, I hope that the new board will also provide the market with an update on the status of the expected investment in SEID/ColdSpark. That investment was highlighted as an important part of the company's future development and potential value creation. For many shareholders, this is not about either/or. It's about building multiple pillars to stand on and reducing the risk of being entirely dependent on a single political decision.What makes Igrene so successful if the company doesn't get permission to extract the gas and then sell it. Where is the success with SAID if no gas can/may not be utilized. No one wants to be a pessimist, but the success story of Igrene's enterprise stands and falls with the gas .... or? Right now, "new phase" means nothing. Igrene and SAID's boards need to communicate together news about something positive .... whatever it may be.- ·11.6.TOTAL DEFENCE AND THE NEW PHASE: WHEN GEOPOLITICS TRUMPS BUREAUCRACY It is interesting and illuminating to follow the discussions on the forums after the announcement of the extraordinary general meeting. Many focus on short-term price movements, individual board members, or express frustration over the absence of a "roadmap for decisions in parliament". At the same time, the company itself, in connection with the completed share issue, states that it is entering a "new phase". To understand what that phase entails, one must analyze the concrete realities that are currently redrawing Swedish energy and security policy. We find ourselves in a security policy situation where Sweden is exposed to daily hybrid attacks. Russia's stated strategic interest in the Baltic Sea and Gotland is not a theoretical exercise – it is a dimensioning factor for our national security. This development is defined by three factors that the market seems to completely miss: - The security architecture and requirements from the USA: Energy supply is no longer a traditional domestic political environmental issue. Through NATO membership (especially Article 3 on national resilience) and the recently signed strategic bilateral agreement with the USA ("Technology Prosperity Deal"), stringent demands are now placed on Swedish infrastructure. The American doctrine does not tolerate allies who rely on vulnerable import chains. Washington's demand is blunt and clear: Every nation in the alliance must be able to secure its own basic supply and independence. Physical, domestic supply preparedness is now an operational alliance requirement. - Electrons vs. Molecules: A fully electrified grid and coastal import nodes are primary vulnerabilities in hybrid scenarios. Civil preparedness and total defence logistics require physically storable energy – molecules, for example in the form of domestic gas – which can be safely stored in rock caverns or depots and used to power heavy processes completely independent of a central power grid (off-grid). This gives a proven energy resource, protected deep inland, a completely new strategic significance. - Chapter 17 trumps parliamentary procrastination: The major misconception on the forums is the idea that extraction requires protracted legislative changes or new votes in parliament that risk being blocked. This is incorrect. The legislation already contains the state's "bypass". According to Chapter 17 of the Environmental Code, the government has an existing and full mandate to refer admissibility reviews concerning critical national interests directly to the government table for a quick decision, completely beyond regional instances or parliamentary deadlocks. In this landscape, Igrene and Siljansgasen can no longer be regarded as a traditional exploration project. The gas is already confirmed and the strong flows are established. It is not about searching for a resource, but about how this proven domestic asset should be integrated into national supply preparedness. When the company now explicitly recalibrates for a "new phase", the interesting question is why this repositioning is happening exactly now. If the government has the legal support and the compelling incentives, one must also calculate with the domestic political clock. In August, the parties' election campaigns will seriously kick off before the parliamentary election in September. The window for decision-makers to demonstrate executive decisiveness in the absolute highest priority preparedness issue is practically concentrated to June and July. It is based on this compressed political calendar that one should understand why the company is initiating its new phase right now.Two things I can state are: 1/ Despite there being cooperation plans between Igrene and SAID, we see no clear statements on how the cooperation will develop, neither now nor in the future, which would be quite "fitting" for us who are shareholders in the company to know. Something should surely emerge after the extraordinary general meeting in July. 2/ I want to clearly emphasize that the deposits around Siljan should not be underestimated, but we must be able to see it as a reality that the gas should serve the nation's best, and the permitting process needs to be realized as soon as possible, where the Parliament and authorities give the green light for the company to further process the gas and start up a smaller depot facility, as previously presented by the company, with sketches.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
Vain PDF
77 päivää sitten
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
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Kirjaudu
- ·1 päivä sittenWHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.
- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.
- ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence.
- ·11.6.Many are naturally awaiting clarity regarding the regulatory conditions in Sweden and the possibility of future production from Siljansringen. At the same time, I believe it is risky to base the entire investment case on a future parliament repealing today's ban. That is precisely why the planned investment in SEID/ColdSpark was so interesting. For many investors, this was an important part of the story behind the issue: not just the value of the gas in the ground, but the opportunity to create significantly greater value through further processing into hydrogen and solid carbon. If regulatory changes come into place, it would naturally be very positive. But if the process is prolonged, or if the outcome is less comprehensive than many hope, the hydrogen path can still constitute an attractive and independent value-creating alternative. In a world where energy security, industrial competitiveness, and emission reductions are becoming increasingly important, the path from methane to hydrogen appears at least as strategically interesting as the question of increased gas extraction itself. Therefore, I hope that the new board will also provide the market with an update on the status of the expected investment in SEID/ColdSpark. That investment was highlighted as an important part of the company's future development and potential value creation. For many shareholders, this is not about either/or. It's about building multiple pillars to stand on and reducing the risk of being entirely dependent on a single political decision.What makes Igrene so successful if the company doesn't get permission to extract the gas and then sell it. Where is the success with SAID if no gas can/may not be utilized. No one wants to be a pessimist, but the success story of Igrene's enterprise stands and falls with the gas .... or? Right now, "new phase" means nothing. Igrene and SAID's boards need to communicate together news about something positive .... whatever it may be.
- ·11.6.TOTAL DEFENCE AND THE NEW PHASE: WHEN GEOPOLITICS TRUMPS BUREAUCRACY It is interesting and illuminating to follow the discussions on the forums after the announcement of the extraordinary general meeting. Many focus on short-term price movements, individual board members, or express frustration over the absence of a "roadmap for decisions in parliament". At the same time, the company itself, in connection with the completed share issue, states that it is entering a "new phase". To understand what that phase entails, one must analyze the concrete realities that are currently redrawing Swedish energy and security policy. We find ourselves in a security policy situation where Sweden is exposed to daily hybrid attacks. Russia's stated strategic interest in the Baltic Sea and Gotland is not a theoretical exercise – it is a dimensioning factor for our national security. This development is defined by three factors that the market seems to completely miss: - The security architecture and requirements from the USA: Energy supply is no longer a traditional domestic political environmental issue. Through NATO membership (especially Article 3 on national resilience) and the recently signed strategic bilateral agreement with the USA ("Technology Prosperity Deal"), stringent demands are now placed on Swedish infrastructure. The American doctrine does not tolerate allies who rely on vulnerable import chains. Washington's demand is blunt and clear: Every nation in the alliance must be able to secure its own basic supply and independence. Physical, domestic supply preparedness is now an operational alliance requirement. - Electrons vs. Molecules: A fully electrified grid and coastal import nodes are primary vulnerabilities in hybrid scenarios. Civil preparedness and total defence logistics require physically storable energy – molecules, for example in the form of domestic gas – which can be safely stored in rock caverns or depots and used to power heavy processes completely independent of a central power grid (off-grid). This gives a proven energy resource, protected deep inland, a completely new strategic significance. - Chapter 17 trumps parliamentary procrastination: The major misconception on the forums is the idea that extraction requires protracted legislative changes or new votes in parliament that risk being blocked. This is incorrect. The legislation already contains the state's "bypass". According to Chapter 17 of the Environmental Code, the government has an existing and full mandate to refer admissibility reviews concerning critical national interests directly to the government table for a quick decision, completely beyond regional instances or parliamentary deadlocks. In this landscape, Igrene and Siljansgasen can no longer be regarded as a traditional exploration project. The gas is already confirmed and the strong flows are established. It is not about searching for a resource, but about how this proven domestic asset should be integrated into national supply preparedness. When the company now explicitly recalibrates for a "new phase", the interesting question is why this repositioning is happening exactly now. If the government has the legal support and the compelling incentives, one must also calculate with the domestic political clock. In August, the parties' election campaigns will seriously kick off before the parliamentary election in September. The window for decision-makers to demonstrate executive decisiveness in the absolute highest priority preparedness issue is practically concentrated to June and July. It is based on this compressed political calendar that one should understand why the company is initiating its new phase right now.Two things I can state are: 1/ Despite there being cooperation plans between Igrene and SAID, we see no clear statements on how the cooperation will develop, neither now nor in the future, which would be quite "fitting" for us who are shareholders in the company to know. Something should surely emerge after the extraordinary general meeting in July. 2/ I want to clearly emphasize that the deposits around Siljan should not be underestimated, but we must be able to see it as a reality that the gas should serve the nation's best, and the permitting process needs to be realized as soon as possible, where the Parliament and authorities give the green light for the company to further process the gas and start up a smaller depot facility, as previously presented by the company, with sketches.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
2026 Q2 -tulosraportti
Vain PDF
77 päivää sitten
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
Foorumi
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- ·1 päivä sittenWHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.
- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.
- ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence.
- ·11.6.Many are naturally awaiting clarity regarding the regulatory conditions in Sweden and the possibility of future production from Siljansringen. At the same time, I believe it is risky to base the entire investment case on a future parliament repealing today's ban. That is precisely why the planned investment in SEID/ColdSpark was so interesting. For many investors, this was an important part of the story behind the issue: not just the value of the gas in the ground, but the opportunity to create significantly greater value through further processing into hydrogen and solid carbon. If regulatory changes come into place, it would naturally be very positive. But if the process is prolonged, or if the outcome is less comprehensive than many hope, the hydrogen path can still constitute an attractive and independent value-creating alternative. In a world where energy security, industrial competitiveness, and emission reductions are becoming increasingly important, the path from methane to hydrogen appears at least as strategically interesting as the question of increased gas extraction itself. Therefore, I hope that the new board will also provide the market with an update on the status of the expected investment in SEID/ColdSpark. That investment was highlighted as an important part of the company's future development and potential value creation. For many shareholders, this is not about either/or. It's about building multiple pillars to stand on and reducing the risk of being entirely dependent on a single political decision.What makes Igrene so successful if the company doesn't get permission to extract the gas and then sell it. Where is the success with SAID if no gas can/may not be utilized. No one wants to be a pessimist, but the success story of Igrene's enterprise stands and falls with the gas .... or? Right now, "new phase" means nothing. Igrene and SAID's boards need to communicate together news about something positive .... whatever it may be.
- ·11.6.TOTAL DEFENCE AND THE NEW PHASE: WHEN GEOPOLITICS TRUMPS BUREAUCRACY It is interesting and illuminating to follow the discussions on the forums after the announcement of the extraordinary general meeting. Many focus on short-term price movements, individual board members, or express frustration over the absence of a "roadmap for decisions in parliament". At the same time, the company itself, in connection with the completed share issue, states that it is entering a "new phase". To understand what that phase entails, one must analyze the concrete realities that are currently redrawing Swedish energy and security policy. We find ourselves in a security policy situation where Sweden is exposed to daily hybrid attacks. Russia's stated strategic interest in the Baltic Sea and Gotland is not a theoretical exercise – it is a dimensioning factor for our national security. This development is defined by three factors that the market seems to completely miss: - The security architecture and requirements from the USA: Energy supply is no longer a traditional domestic political environmental issue. Through NATO membership (especially Article 3 on national resilience) and the recently signed strategic bilateral agreement with the USA ("Technology Prosperity Deal"), stringent demands are now placed on Swedish infrastructure. The American doctrine does not tolerate allies who rely on vulnerable import chains. Washington's demand is blunt and clear: Every nation in the alliance must be able to secure its own basic supply and independence. Physical, domestic supply preparedness is now an operational alliance requirement. - Electrons vs. Molecules: A fully electrified grid and coastal import nodes are primary vulnerabilities in hybrid scenarios. Civil preparedness and total defence logistics require physically storable energy – molecules, for example in the form of domestic gas – which can be safely stored in rock caverns or depots and used to power heavy processes completely independent of a central power grid (off-grid). This gives a proven energy resource, protected deep inland, a completely new strategic significance. - Chapter 17 trumps parliamentary procrastination: The major misconception on the forums is the idea that extraction requires protracted legislative changes or new votes in parliament that risk being blocked. This is incorrect. The legislation already contains the state's "bypass". According to Chapter 17 of the Environmental Code, the government has an existing and full mandate to refer admissibility reviews concerning critical national interests directly to the government table for a quick decision, completely beyond regional instances or parliamentary deadlocks. In this landscape, Igrene and Siljansgasen can no longer be regarded as a traditional exploration project. The gas is already confirmed and the strong flows are established. It is not about searching for a resource, but about how this proven domestic asset should be integrated into national supply preparedness. When the company now explicitly recalibrates for a "new phase", the interesting question is why this repositioning is happening exactly now. If the government has the legal support and the compelling incentives, one must also calculate with the domestic political clock. In August, the parties' election campaigns will seriously kick off before the parliamentary election in September. The window for decision-makers to demonstrate executive decisiveness in the absolute highest priority preparedness issue is practically concentrated to June and July. It is based on this compressed political calendar that one should understand why the company is initiating its new phase right now.Two things I can state are: 1/ Despite there being cooperation plans between Igrene and SAID, we see no clear statements on how the cooperation will develop, neither now nor in the future, which would be quite "fitting" for us who are shareholders in the company to know. Something should surely emerge after the extraordinary general meeting in July. 2/ I want to clearly emphasize that the deposits around Siljan should not be underestimated, but we must be able to see it as a reality that the gas should serve the nation's best, and the permitting process needs to be realized as soon as possible, where the Parliament and authorities give the green light for the company to further process the gas and start up a smaller depot facility, as previously presented by the company, with sketches.
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