2026 Q4 - tulosraportti
14 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 6 218 | ||
| 367 | ||
| 2 487 | ||
| 761 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 - tulosraportti 15.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 16.10. | ||
2026 Q3 - tulosraportti 17.7. | ||
2026 Q2 - tulosraportti 8.4. | ||
2026 Q1 - tulosraportti 16.1. | ||
2025 Q4 - tulosraportti 17.10.2025 |
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
Liity keskusteluun Nordnet Socialissa
·23 t sittenIf you ask me. Everything is about what the company actually achieves that counts.Already in 2020–2021 Igrene presented plans for an LNG facility in Morafältet with a capacity of 50 000 tonnes per year. They talked about technical engineering, financing and production wells. Now, five–six years later, they are talking once again about future LNG production, but what has actually happened to the original plans? Are there finished construction documents, procured equipment, agreements with suppliers, financing solutions or a concrete schedule? Or are we in practice at the same stage as 2020? Only questions and more questions remain! I understand that legislation prevents gas extraction. But precisely for this reason it is relevant to ask what the company is actually doing to be production-ready if conditions change. Now it feels like just more visions and hopes. Or?- ·23 t sittenIf you ask me, Igrene's fundamental problem is not who is sitting in the CEO chair, but that the company still lacks the legal prerequisites to commercially extract natural gas. The company states this itself in the latest financial statement. For many years, shareholders have been told about the gas deposits' unique properties and enormous potential. When legislation put a stop to it, they changed focus toward ColdSpark, hydrogen, and carbon, among other things. Now these plans have been put on ice and the focus is once again on gas extraction – despite the legal obstacle remaining. Why??What has actually been achieved? Where is the concrete plan for production, financing, infrastructure, and sales the day legislation is eventually changed? What measurable progress is being made in the meantime? A new CEO can naturally contribute expertise and contacts, but he cannot remove the legislation. Or can he? Furthermore, Robert Tingvall has already been on Igrene's board of directors since January 2026. This hardly means the company suddenly gains access to entirely new expertise? As a shareholder, I am significantly more interested in actual results than in more big words. After all these years, we should be able to expect something more than hopes for political decisions and a new person in the CEO chair. Proof??? Future plans?
·22.10.NINE MONTHS OF INSIDER INSIGHT – WHY IGRENE'S CEO RESIGNATION IS A STRONG VOTE OF CONFIDENCE When an established CEO in Swedish energy infrastructure leaves their current position to lead AB Igrene, it is not a routine management change. It is an industrial statement. The circumstances surrounding the recruitment are particularly interesting for anyone following the company's strategic development. 1. NINE MONTHS OF BOARD INSIGHT Robert Tingvall is not stepping in without prior knowledge. He has been a board member of AB Igrene since January of this year. This means that for nine months he has had full access to the company's geological data, financial calculations, permit processes, and commercial conditions. He is not taking operational responsibility on a whim, but following an extended internal review. 2. THE SYNCHRONIZED TIMELINE AND CAPITAL On October 16, Igrene releases its year-end report. Further investments in side projects (ColdSpark) are put on hold and cash is reported at approximately 17 million SEK. But the most important thing is the strategic conclusion: the company explicitly states that the main direction is natural gas production in the Siljan Ring. The company assesses that the changed geopolitical situation and the focus on energy security have now improved the conditions for permits. At the same time, Igrene writes that it sees increased opportunities for large-scale industrialization of Siljan gas – and that the recruitment of a permanent CEO is underway. Six days later, on October 22, Robert Tingvall is presented. The chain of facts is perfectly synchronized: First, the company streamlines its strategy, notes that the security policy situation has opened the door for gas extraction, confirms the cash position, and states that a CEO is on the way. Six days later, they bring in the exact heavy-hitting infrastructure CEO required to execute this. 3. THE RIGHT PROFILE FOR THE STATE'S NEEDS Ingvall is currently the CEO of Söderenergi AB and has previously been the CEO of Södertälje Port. This is not a CEO for exploration. This is an operational heavyweight in energy supply and critical infrastructure – exactly the areas where the state and total defense are currently crying out for redundancy. As Chairman of the Board Henrik Badin clarifies, this background is crucial for future dialogue with authorities and Swedish industry. One does not leave such a position of power without a charted, verifiable path forward. WHAT DOES THIS ACTUALLY SAY? The naked market logic remains: An experienced leader from the Swedish energy sector has, after nine months of internal review, judged that the company's potential justifies a career move. It is an undeniable vote of confidence. The truly interesting question is therefore not why Igrene chose Tingvall. The question is what Tingvall – after nine months of board insight – knows about the upcoming market and authority dialogue that made him leave his position to operationally lead the commercialization of Swedish natural gas.
Well it "chugs along" with most things that are secondary with e.g. new CEO (Tingvall ) and his abilities to get Igrene's future opportunities going to lead the company to a respectable production of the "precious" and coveted natural gas, and I add "good luck". But so far not a word about what the upcoming government formation can entail - blue or red. After all, the permitting must fall into place for the Siljan company so extraction of the gas can begin, and God knows when! Under all circumstances, it remains, that which is most primary, and at a red-green election victory - after all the speaker's rounds - who will then become energy minister ...... Amanda Lind (MP) perhaps? She we know very well can throw all the spanners in the works that exist to say no to gas extraction in Sweden, even if the gas is fossil-free ..... foolishly enough. The political game continues and Elisabet Tand Ringkvist, like Magdalena, has to throw in the towel without any sensible solution whatsoever to the government formation, should it then also mean a new election in the long run and all with what that entails, one can wonder how the company will be able to cope with such a setback without there being serious consequences for continued operations, so therefore ..... vote blue for new election- ·7.10. · MuokattuONLY ONE PIPE FROM DENMARK – THE STATE IS FORCED TO SEEK DOMESTIC GAS PRODUCTION The European energy crisis is forcing rapid regulatory adjustments. EU Energy Commissioner Dan Jørgensen recently confirmed that the union intends to postpone the new methane requirements for imported oil and gas. Schedules are being adjusted when physical delivery and security of supply are threatened. THE SWEDISH BOTTLENECK In Sweden, the vulnerability is extremely concrete. The Swedish Energy Agency has now put its finger on a strategic failure: the West Swedish gas grid is currently "mainly dependent on input from a single input point, from Denmark". This grid alone consumes around 7–8 TWh of gas per year, where some 90 facilities account for 80 percent of consumption. For a country rapidly building up its total defense, the dependence on a single import route for heavy, socially critical industry is an unacceptable vulnerability. A single interruption in this node paralyzes the system. THE STATE'S COUNTERMOVE AND THE MATHEMATICAL REALITY This vulnerability is now forcing direct state action. Through government assignment RU2026-00039, the Energy Agency has been ordered to propose measures for "more input points and increased national production" of biogas. The agency must weigh the needs of total defense and submit sharp legislative proposals. An information meeting is held as early as this Friday, October 9th. But here mathematics puts a stop to it. Sweden's total consumption of natural gas is around 10 TWh per year. At the same time, total Swedish biogas production in 2025 amounted to only 2.688 TWh, of which just over 1.8 TWh was upgraded to biomethane that can replace natural gas in the grid. Replacing import dependence and securing total defense's large-scale volume needs with complex and energy-intensive biogas production is a mathematical and practical impossibility. The assignment exposes a brutal security-policy insight: the state is screaming for domestic gas production and redundancy, but the volumes from biogas are nowhere near enough. THE STRATEGIC CONTRAST While the state is desperately trying to engineer away its dangerous import dependence, another state investigation track remains locked. The state preparedness inquiry (SOU 2025:68) clearly states that it is not realistic to wait until a crisis occurs before domestic extraction is established – commercial actors must be able to invest in advance. The Geological Survey of Sweden (SGU) explicitly shares this assessment: the ban on domestic extraction of natural gas needs to be lifted if extraction is to be enabled for security of supply. Despite the state recognizing the vulnerability in a single import pipe, and despite the experts' demands, the 2022 extraction ban remains – thereby blocking the extraction of large-scale natural gas resources in the Siljan Ring. When the gas grid's bottlenecks are classified as a threat to total defense, domestic control is no longer an abstract question of energy sources. Preparedness ultimately comes down to volume and physical control: which energy molecules the state is actually permitted to produce the day the import cable is cut.
To describe the Siljan Ring as a solution for Sweden's large-scale gas supply is therefore to confuse a geological opportunity with an industrially proven energy resource. It is good to be an optimist, it is needed in all industrial development. But one must also be honest with the numbers, right Robban? 😉 0.5–1 billion m³ sounds big. Converted, this is about 5–11 TWh in total, while the West Swedish gas grid alone uses 7–8 TWh every year. And then we haven't even reached the question of how much is actually commercially recoverable. “Large-scale natural gas resources” is therefore so far a claim, not a documented fact.
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.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |
2026 Q4 - tulosraportti
14 päivää sitten
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
Liity keskusteluun Nordnet Socialissa
- ·23 t sittenIf you ask me. Everything is about what the company actually achieves that counts.Already in 2020–2021 Igrene presented plans for an LNG facility in Morafältet with a capacity of 50 000 tonnes per year. They talked about technical engineering, financing and production wells. Now, five–six years later, they are talking once again about future LNG production, but what has actually happened to the original plans? Are there finished construction documents, procured equipment, agreements with suppliers, financing solutions or a concrete schedule? Or are we in practice at the same stage as 2020? Only questions and more questions remain! I understand that legislation prevents gas extraction. But precisely for this reason it is relevant to ask what the company is actually doing to be production-ready if conditions change. Now it feels like just more visions and hopes. Or?
- ·23 t sittenIf you ask me, Igrene's fundamental problem is not who is sitting in the CEO chair, but that the company still lacks the legal prerequisites to commercially extract natural gas. The company states this itself in the latest financial statement. For many years, shareholders have been told about the gas deposits' unique properties and enormous potential. When legislation put a stop to it, they changed focus toward ColdSpark, hydrogen, and carbon, among other things. Now these plans have been put on ice and the focus is once again on gas extraction – despite the legal obstacle remaining. Why??What has actually been achieved? Where is the concrete plan for production, financing, infrastructure, and sales the day legislation is eventually changed? What measurable progress is being made in the meantime? A new CEO can naturally contribute expertise and contacts, but he cannot remove the legislation. Or can he? Furthermore, Robert Tingvall has already been on Igrene's board of directors since January 2026. This hardly means the company suddenly gains access to entirely new expertise? As a shareholder, I am significantly more interested in actual results than in more big words. After all these years, we should be able to expect something more than hopes for political decisions and a new person in the CEO chair. Proof??? Future plans?
- ·22.10.NINE MONTHS OF INSIDER INSIGHT – WHY IGRENE'S CEO RESIGNATION IS A STRONG VOTE OF CONFIDENCE When an established CEO in Swedish energy infrastructure leaves their current position to lead AB Igrene, it is not a routine management change. It is an industrial statement. The circumstances surrounding the recruitment are particularly interesting for anyone following the company's strategic development. 1. NINE MONTHS OF BOARD INSIGHT Robert Tingvall is not stepping in without prior knowledge. He has been a board member of AB Igrene since January of this year. This means that for nine months he has had full access to the company's geological data, financial calculations, permit processes, and commercial conditions. He is not taking operational responsibility on a whim, but following an extended internal review. 2. THE SYNCHRONIZED TIMELINE AND CAPITAL On October 16, Igrene releases its year-end report. Further investments in side projects (ColdSpark) are put on hold and cash is reported at approximately 17 million SEK. But the most important thing is the strategic conclusion: the company explicitly states that the main direction is natural gas production in the Siljan Ring. The company assesses that the changed geopolitical situation and the focus on energy security have now improved the conditions for permits. At the same time, Igrene writes that it sees increased opportunities for large-scale industrialization of Siljan gas – and that the recruitment of a permanent CEO is underway. Six days later, on October 22, Robert Tingvall is presented. The chain of facts is perfectly synchronized: First, the company streamlines its strategy, notes that the security policy situation has opened the door for gas extraction, confirms the cash position, and states that a CEO is on the way. Six days later, they bring in the exact heavy-hitting infrastructure CEO required to execute this. 3. THE RIGHT PROFILE FOR THE STATE'S NEEDS Ingvall is currently the CEO of Söderenergi AB and has previously been the CEO of Södertälje Port. This is not a CEO for exploration. This is an operational heavyweight in energy supply and critical infrastructure – exactly the areas where the state and total defense are currently crying out for redundancy. As Chairman of the Board Henrik Badin clarifies, this background is crucial for future dialogue with authorities and Swedish industry. One does not leave such a position of power without a charted, verifiable path forward. WHAT DOES THIS ACTUALLY SAY? The naked market logic remains: An experienced leader from the Swedish energy sector has, after nine months of internal review, judged that the company's potential justifies a career move. It is an undeniable vote of confidence. The truly interesting question is therefore not why Igrene chose Tingvall. The question is what Tingvall – after nine months of board insight – knows about the upcoming market and authority dialogue that made him leave his position to operationally lead the commercialization of Swedish natural gas.Well it "chugs along" with most things that are secondary with e.g. new CEO (Tingvall ) and his abilities to get Igrene's future opportunities going to lead the company to a respectable production of the "precious" and coveted natural gas, and I add "good luck". But so far not a word about what the upcoming government formation can entail - blue or red. After all, the permitting must fall into place for the Siljan company so extraction of the gas can begin, and God knows when! Under all circumstances, it remains, that which is most primary, and at a red-green election victory - after all the speaker's rounds - who will then become energy minister ...... Amanda Lind (MP) perhaps? She we know very well can throw all the spanners in the works that exist to say no to gas extraction in Sweden, even if the gas is fossil-free ..... foolishly enough. The political game continues and Elisabet Tand Ringkvist, like Magdalena, has to throw in the towel without any sensible solution whatsoever to the government formation, should it then also mean a new election in the long run and all with what that entails, one can wonder how the company will be able to cope with such a setback without there being serious consequences for continued operations, so therefore ..... vote blue for new election
- ·7.10. · MuokattuONLY ONE PIPE FROM DENMARK – THE STATE IS FORCED TO SEEK DOMESTIC GAS PRODUCTION The European energy crisis is forcing rapid regulatory adjustments. EU Energy Commissioner Dan Jørgensen recently confirmed that the union intends to postpone the new methane requirements for imported oil and gas. Schedules are being adjusted when physical delivery and security of supply are threatened. THE SWEDISH BOTTLENECK In Sweden, the vulnerability is extremely concrete. The Swedish Energy Agency has now put its finger on a strategic failure: the West Swedish gas grid is currently "mainly dependent on input from a single input point, from Denmark". This grid alone consumes around 7–8 TWh of gas per year, where some 90 facilities account for 80 percent of consumption. For a country rapidly building up its total defense, the dependence on a single import route for heavy, socially critical industry is an unacceptable vulnerability. A single interruption in this node paralyzes the system. THE STATE'S COUNTERMOVE AND THE MATHEMATICAL REALITY This vulnerability is now forcing direct state action. Through government assignment RU2026-00039, the Energy Agency has been ordered to propose measures for "more input points and increased national production" of biogas. The agency must weigh the needs of total defense and submit sharp legislative proposals. An information meeting is held as early as this Friday, October 9th. But here mathematics puts a stop to it. Sweden's total consumption of natural gas is around 10 TWh per year. At the same time, total Swedish biogas production in 2025 amounted to only 2.688 TWh, of which just over 1.8 TWh was upgraded to biomethane that can replace natural gas in the grid. Replacing import dependence and securing total defense's large-scale volume needs with complex and energy-intensive biogas production is a mathematical and practical impossibility. The assignment exposes a brutal security-policy insight: the state is screaming for domestic gas production and redundancy, but the volumes from biogas are nowhere near enough. THE STRATEGIC CONTRAST While the state is desperately trying to engineer away its dangerous import dependence, another state investigation track remains locked. The state preparedness inquiry (SOU 2025:68) clearly states that it is not realistic to wait until a crisis occurs before domestic extraction is established – commercial actors must be able to invest in advance. The Geological Survey of Sweden (SGU) explicitly shares this assessment: the ban on domestic extraction of natural gas needs to be lifted if extraction is to be enabled for security of supply. Despite the state recognizing the vulnerability in a single import pipe, and despite the experts' demands, the 2022 extraction ban remains – thereby blocking the extraction of large-scale natural gas resources in the Siljan Ring. When the gas grid's bottlenecks are classified as a threat to total defense, domestic control is no longer an abstract question of energy sources. Preparedness ultimately comes down to volume and physical control: which energy molecules the state is actually permitted to produce the day the import cable is cut.To describe the Siljan Ring as a solution for Sweden's large-scale gas supply is therefore to confuse a geological opportunity with an industrially proven energy resource. It is good to be an optimist, it is needed in all industrial development. But one must also be honest with the numbers, right Robban? 😉 0.5–1 billion m³ sounds big. Converted, this is about 5–11 TWh in total, while the West Swedish gas grid alone uses 7–8 TWh every year. And then we haven't even reached the question of how much is actually commercially recoverable. “Large-scale natural gas resources” is therefore so far a claim, not a documented fact.
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.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 6 218 | ||
| 367 | ||
| 2 487 | ||
| 761 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q1 - tulosraportti 15.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 16.10. | ||
2026 Q3 - tulosraportti 17.7. | ||
2026 Q2 - tulosraportti 8.4. | ||
2026 Q1 - tulosraportti 16.1. | ||
2025 Q4 - tulosraportti 17.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |
2026 Q4 - tulosraportti
14 päivää sitten
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 | |
|---|---|
2027 Q1 - tulosraportti 15.1.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q4 - tulosraportti 16.10. | ||
2026 Q3 - tulosraportti 17.7. | ||
2026 Q2 - tulosraportti 8.4. | ||
2026 Q1 - tulosraportti 16.1. | ||
2025 Q4 - tulosraportti 17.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·23 t sittenIf you ask me. Everything is about what the company actually achieves that counts.Already in 2020–2021 Igrene presented plans for an LNG facility in Morafältet with a capacity of 50 000 tonnes per year. They talked about technical engineering, financing and production wells. Now, five–six years later, they are talking once again about future LNG production, but what has actually happened to the original plans? Are there finished construction documents, procured equipment, agreements with suppliers, financing solutions or a concrete schedule? Or are we in practice at the same stage as 2020? Only questions and more questions remain! I understand that legislation prevents gas extraction. But precisely for this reason it is relevant to ask what the company is actually doing to be production-ready if conditions change. Now it feels like just more visions and hopes. Or?
- ·23 t sittenIf you ask me, Igrene's fundamental problem is not who is sitting in the CEO chair, but that the company still lacks the legal prerequisites to commercially extract natural gas. The company states this itself in the latest financial statement. For many years, shareholders have been told about the gas deposits' unique properties and enormous potential. When legislation put a stop to it, they changed focus toward ColdSpark, hydrogen, and carbon, among other things. Now these plans have been put on ice and the focus is once again on gas extraction – despite the legal obstacle remaining. Why??What has actually been achieved? Where is the concrete plan for production, financing, infrastructure, and sales the day legislation is eventually changed? What measurable progress is being made in the meantime? A new CEO can naturally contribute expertise and contacts, but he cannot remove the legislation. Or can he? Furthermore, Robert Tingvall has already been on Igrene's board of directors since January 2026. This hardly means the company suddenly gains access to entirely new expertise? As a shareholder, I am significantly more interested in actual results than in more big words. After all these years, we should be able to expect something more than hopes for political decisions and a new person in the CEO chair. Proof??? Future plans?
- ·22.10.NINE MONTHS OF INSIDER INSIGHT – WHY IGRENE'S CEO RESIGNATION IS A STRONG VOTE OF CONFIDENCE When an established CEO in Swedish energy infrastructure leaves their current position to lead AB Igrene, it is not a routine management change. It is an industrial statement. The circumstances surrounding the recruitment are particularly interesting for anyone following the company's strategic development. 1. NINE MONTHS OF BOARD INSIGHT Robert Tingvall is not stepping in without prior knowledge. He has been a board member of AB Igrene since January of this year. This means that for nine months he has had full access to the company's geological data, financial calculations, permit processes, and commercial conditions. He is not taking operational responsibility on a whim, but following an extended internal review. 2. THE SYNCHRONIZED TIMELINE AND CAPITAL On October 16, Igrene releases its year-end report. Further investments in side projects (ColdSpark) are put on hold and cash is reported at approximately 17 million SEK. But the most important thing is the strategic conclusion: the company explicitly states that the main direction is natural gas production in the Siljan Ring. The company assesses that the changed geopolitical situation and the focus on energy security have now improved the conditions for permits. At the same time, Igrene writes that it sees increased opportunities for large-scale industrialization of Siljan gas – and that the recruitment of a permanent CEO is underway. Six days later, on October 22, Robert Tingvall is presented. The chain of facts is perfectly synchronized: First, the company streamlines its strategy, notes that the security policy situation has opened the door for gas extraction, confirms the cash position, and states that a CEO is on the way. Six days later, they bring in the exact heavy-hitting infrastructure CEO required to execute this. 3. THE RIGHT PROFILE FOR THE STATE'S NEEDS Ingvall is currently the CEO of Söderenergi AB and has previously been the CEO of Södertälje Port. This is not a CEO for exploration. This is an operational heavyweight in energy supply and critical infrastructure – exactly the areas where the state and total defense are currently crying out for redundancy. As Chairman of the Board Henrik Badin clarifies, this background is crucial for future dialogue with authorities and Swedish industry. One does not leave such a position of power without a charted, verifiable path forward. WHAT DOES THIS ACTUALLY SAY? The naked market logic remains: An experienced leader from the Swedish energy sector has, after nine months of internal review, judged that the company's potential justifies a career move. It is an undeniable vote of confidence. The truly interesting question is therefore not why Igrene chose Tingvall. The question is what Tingvall – after nine months of board insight – knows about the upcoming market and authority dialogue that made him leave his position to operationally lead the commercialization of Swedish natural gas.Well it "chugs along" with most things that are secondary with e.g. new CEO (Tingvall ) and his abilities to get Igrene's future opportunities going to lead the company to a respectable production of the "precious" and coveted natural gas, and I add "good luck". But so far not a word about what the upcoming government formation can entail - blue or red. After all, the permitting must fall into place for the Siljan company so extraction of the gas can begin, and God knows when! Under all circumstances, it remains, that which is most primary, and at a red-green election victory - after all the speaker's rounds - who will then become energy minister ...... Amanda Lind (MP) perhaps? She we know very well can throw all the spanners in the works that exist to say no to gas extraction in Sweden, even if the gas is fossil-free ..... foolishly enough. The political game continues and Elisabet Tand Ringkvist, like Magdalena, has to throw in the towel without any sensible solution whatsoever to the government formation, should it then also mean a new election in the long run and all with what that entails, one can wonder how the company will be able to cope with such a setback without there being serious consequences for continued operations, so therefore ..... vote blue for new election
- ·7.10. · MuokattuONLY ONE PIPE FROM DENMARK – THE STATE IS FORCED TO SEEK DOMESTIC GAS PRODUCTION The European energy crisis is forcing rapid regulatory adjustments. EU Energy Commissioner Dan Jørgensen recently confirmed that the union intends to postpone the new methane requirements for imported oil and gas. Schedules are being adjusted when physical delivery and security of supply are threatened. THE SWEDISH BOTTLENECK In Sweden, the vulnerability is extremely concrete. The Swedish Energy Agency has now put its finger on a strategic failure: the West Swedish gas grid is currently "mainly dependent on input from a single input point, from Denmark". This grid alone consumes around 7–8 TWh of gas per year, where some 90 facilities account for 80 percent of consumption. For a country rapidly building up its total defense, the dependence on a single import route for heavy, socially critical industry is an unacceptable vulnerability. A single interruption in this node paralyzes the system. THE STATE'S COUNTERMOVE AND THE MATHEMATICAL REALITY This vulnerability is now forcing direct state action. Through government assignment RU2026-00039, the Energy Agency has been ordered to propose measures for "more input points and increased national production" of biogas. The agency must weigh the needs of total defense and submit sharp legislative proposals. An information meeting is held as early as this Friday, October 9th. But here mathematics puts a stop to it. Sweden's total consumption of natural gas is around 10 TWh per year. At the same time, total Swedish biogas production in 2025 amounted to only 2.688 TWh, of which just over 1.8 TWh was upgraded to biomethane that can replace natural gas in the grid. Replacing import dependence and securing total defense's large-scale volume needs with complex and energy-intensive biogas production is a mathematical and practical impossibility. The assignment exposes a brutal security-policy insight: the state is screaming for domestic gas production and redundancy, but the volumes from biogas are nowhere near enough. THE STRATEGIC CONTRAST While the state is desperately trying to engineer away its dangerous import dependence, another state investigation track remains locked. The state preparedness inquiry (SOU 2025:68) clearly states that it is not realistic to wait until a crisis occurs before domestic extraction is established – commercial actors must be able to invest in advance. The Geological Survey of Sweden (SGU) explicitly shares this assessment: the ban on domestic extraction of natural gas needs to be lifted if extraction is to be enabled for security of supply. Despite the state recognizing the vulnerability in a single import pipe, and despite the experts' demands, the 2022 extraction ban remains – thereby blocking the extraction of large-scale natural gas resources in the Siljan Ring. When the gas grid's bottlenecks are classified as a threat to total defense, domestic control is no longer an abstract question of energy sources. Preparedness ultimately comes down to volume and physical control: which energy molecules the state is actually permitted to produce the day the import cable is cut.To describe the Siljan Ring as a solution for Sweden's large-scale gas supply is therefore to confuse a geological opportunity with an industrially proven energy resource. It is good to be an optimist, it is needed in all industrial development. But one must also be honest with the numbers, right Robban? 😉 0.5–1 billion m³ sounds big. Converted, this is about 5–11 TWh in total, while the West Swedish gas grid alone uses 7–8 TWh every year. And then we haven't even reached the question of how much is actually commercially recoverable. “Large-scale natural gas resources” is therefore so far a claim, not a documented fact.
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.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| 6 218 | ||
| 367 | ||
| 2 487 | ||
| 761 |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Mikään rahasto ei ilmoita osaketta kymmenen suurimman omistuksensa joukossa.
Asiakkaat katsoivat myös
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordnet Bank AB | 0 | 4 248 | −4 248 | 0 |
| Avanza Bank AB | 4 248 | 6 585 | −2 337 | 0 |
| SSW Market Making GmbH | 6 585 | 0 | 6 585 | 0 |