2026 Q2 -tulosraportti
Vain PDF
20 päivää sitten
Tarjoustasot
Spotlight Stock Market SE
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |
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 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sittenWhy Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
·15 t sittenIf one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.- ·22.4. · MuokattuENERGY AS TOTAL DEFENSE: Why Ebba Busch's alarm redraws the playing field for domestic resources When Ebba Busch talks about the worst energy crisis ever, it's easy to get caught up in the immediate news. But for those who follow Igrene, it's more important to understand what this means at a system level. What is now becoming clear is that energy is no longer treated as a regular market issue. It has been moved into the same category as: • total defense • supply preparedness • robust infrastructure • national resilience That is exactly why the question of domestic resources is becoming increasingly central. Europe and Sweden are still vulnerable when global energy flows are disrupted. When the government simultaneously talks about preparedness, robustness, and the need to secure the country in an unstable global situation, the logic around which resources become strategically important also changes. This is where the connection to Igrene and Siljansgasen becomes clear. IGRENE AB is no longer just about a small exploration company in Dalarna. It's about a possible domestic raw material base in a situation where: • the state seeks higher security of supply • industry is building up hydrogen demand • and the energy system is pressured from several directions simultaneously Add to that the collaboration with SEID and ColdSpark, where methane can be used to produce hydrogen and solid carbon in a process that is less electricity-dependent than pure water electrolysis. Then Igrene's position becomes interesting in a much larger context than before. This does not mean that everything is decided. But it means that the political, industrial, and security policy landscape is now moving in a direction where precisely the type of domestic resource that Igrene possesses can gain a completely different strategic relevance than the market has historically attributed to it. Summary: When energy becomes a matter of total defense and national preparedness, the playing field changes. Then not only production becomes important, but also: • where the raw material is located • how quickly it can be utilized • and if it can be integrated into a more robust Swedish energy system It is in this perspective that Igrene should be analyzed going forward. https://www.gp.se/politik/ebba-busch-kd-varsta-energikrisen-nagonsin.87a6a5de-5f5a-4e68-bb57-f61b739d122a
·23.4.Those of us who are involved with Igrene can clearly now see tailwinds in the commodity development that Sweden is experiencing, and everything that politics now entails has made a company like Igrene shine like a brightly shining star in the sky above. What remains, is that if the gas discoveries become public, then interest intensifies, the stock becomes hyper-interesting now that the company SEID and ColdSpark together with Igrene's gas discovery are being developed.
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.
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.
2026 Q2 -tulosraportti
Vain PDF
20 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
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenWhy Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
- ·15 t sittenIf one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.
- ·22.4. · MuokattuENERGY AS TOTAL DEFENSE: Why Ebba Busch's alarm redraws the playing field for domestic resources When Ebba Busch talks about the worst energy crisis ever, it's easy to get caught up in the immediate news. But for those who follow Igrene, it's more important to understand what this means at a system level. What is now becoming clear is that energy is no longer treated as a regular market issue. It has been moved into the same category as: • total defense • supply preparedness • robust infrastructure • national resilience That is exactly why the question of domestic resources is becoming increasingly central. Europe and Sweden are still vulnerable when global energy flows are disrupted. When the government simultaneously talks about preparedness, robustness, and the need to secure the country in an unstable global situation, the logic around which resources become strategically important also changes. This is where the connection to Igrene and Siljansgasen becomes clear. IGRENE AB is no longer just about a small exploration company in Dalarna. It's about a possible domestic raw material base in a situation where: • the state seeks higher security of supply • industry is building up hydrogen demand • and the energy system is pressured from several directions simultaneously Add to that the collaboration with SEID and ColdSpark, where methane can be used to produce hydrogen and solid carbon in a process that is less electricity-dependent than pure water electrolysis. Then Igrene's position becomes interesting in a much larger context than before. This does not mean that everything is decided. But it means that the political, industrial, and security policy landscape is now moving in a direction where precisely the type of domestic resource that Igrene possesses can gain a completely different strategic relevance than the market has historically attributed to it. Summary: When energy becomes a matter of total defense and national preparedness, the playing field changes. Then not only production becomes important, but also: • where the raw material is located • how quickly it can be utilized • and if it can be integrated into a more robust Swedish energy system It is in this perspective that Igrene should be analyzed going forward. https://www.gp.se/politik/ebba-busch-kd-varsta-energikrisen-nagonsin.87a6a5de-5f5a-4e68-bb57-f61b739d122a·23.4.Those of us who are involved with Igrene can clearly now see tailwinds in the commodity development that Sweden is experiencing, and everything that politics now entails has made a company like Igrene shine like a brightly shining star in the sky above. What remains, is that if the gas discoveries become public, then interest intensifies, the stock becomes hyper-interesting now that the company SEID and ColdSpark together with Igrene's gas discovery are being developed.
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
Spotlight Stock Market SE
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |
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
20 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
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sittenWhy Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
- ·15 t sittenIf one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.
- ·22.4. · MuokattuENERGY AS TOTAL DEFENSE: Why Ebba Busch's alarm redraws the playing field for domestic resources When Ebba Busch talks about the worst energy crisis ever, it's easy to get caught up in the immediate news. But for those who follow Igrene, it's more important to understand what this means at a system level. What is now becoming clear is that energy is no longer treated as a regular market issue. It has been moved into the same category as: • total defense • supply preparedness • robust infrastructure • national resilience That is exactly why the question of domestic resources is becoming increasingly central. Europe and Sweden are still vulnerable when global energy flows are disrupted. When the government simultaneously talks about preparedness, robustness, and the need to secure the country in an unstable global situation, the logic around which resources become strategically important also changes. This is where the connection to Igrene and Siljansgasen becomes clear. IGRENE AB is no longer just about a small exploration company in Dalarna. It's about a possible domestic raw material base in a situation where: • the state seeks higher security of supply • industry is building up hydrogen demand • and the energy system is pressured from several directions simultaneously Add to that the collaboration with SEID and ColdSpark, where methane can be used to produce hydrogen and solid carbon in a process that is less electricity-dependent than pure water electrolysis. Then Igrene's position becomes interesting in a much larger context than before. This does not mean that everything is decided. But it means that the political, industrial, and security policy landscape is now moving in a direction where precisely the type of domestic resource that Igrene possesses can gain a completely different strategic relevance than the market has historically attributed to it. Summary: When energy becomes a matter of total defense and national preparedness, the playing field changes. Then not only production becomes important, but also: • where the raw material is located • how quickly it can be utilized • and if it can be integrated into a more robust Swedish energy system It is in this perspective that Igrene should be analyzed going forward. https://www.gp.se/politik/ebba-busch-kd-varsta-energikrisen-nagonsin.87a6a5de-5f5a-4e68-bb57-f61b739d122a·23.4.Those of us who are involved with Igrene can clearly now see tailwinds in the commodity development that Sweden is experiencing, and everything that politics now entails has made a company like Igrene shine like a brightly shining star in the sky above. What remains, is that if the gas discoveries become public, then interest intensifies, the stock becomes hyper-interesting now that the company SEID and ColdSpark together with Igrene's gas discovery are being developed.
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
Spotlight Stock Market SE
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Avanza Bank AB | 79 988 | 82 318 | −2 330 | 67 698 |
| Nordnet Bank AB | 3 779 | 5 000 | −1 221 | 3 779 |
| SSW Market Making GmbH | 12 841 | 12 290 | +551 | 0 |
| Svenska Handelsbanken AB | 1 000 | 0 | +1 000 | 0 |
| Swedbank AB | 2 000 | 0 | +2 000 | 0 |