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2026 Q2 -tulosraportti

Äänite tulossa

2 päivää sitten

Tarjoustasot

SwedenSpotlight Stock Market SE
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4 251AVAAVA
1 500AVAAVA
7 886AVASHB
1 000AVAAVA
6 000SWBNON

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

Ostaneet eniten

Ostaneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Skandinaviska Enskilda Banken AB76 3130+76 3130
SSW Market Making GmbH69 08028 326+40 7540
Swedbank AB6 500850+5 650500
Nordea Bank Abp016 400−16 4000
Avanza Bank AB91 262108 086−16 82428 387
Nordnet Bank AB78 892105 746−26 8545 834

Myyneet eniten

Myyneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Svenska Handelsbanken AB3 00065 639−62 6393 000
Nordnet Bank AB78 892105 746−26 8545 834
Avanza Bank AB91 262108 086−16 82428 387
Nordea Bank Abp016 400−16 4000
Swedbank AB6 500850+5 650500
SSW Market Making GmbH69 08028 326+40 7540

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

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    THE INFORMATION DOCUMENT: Confirmation of the operational phase Today's information document lands exactly in line with what is customary before a rights issue. As previously mentioned, this constitutes a strict legal and financial framework, not a platform for new PR stunts. The most central aspect for us who analyze the company's development is that the document now formalizes the industrial logic we have already discussed. The purpose of the capital raise is clearly defined: 1. Direct investments in Morafältet for a first demo facility, which explicitly includes engineering, permit applications, building permits, and organizational strengthening. 2. Strengthened cooperation and increased ownership in Norwegian SEID. This means that we now have a formalized roadmap, where the next step will be for the market to show how the intended financing is received during the subscription period. The capital is directed from historical prospecting towards physical infrastructure domestically and continued scaling up of the ColdSpark technology in Norway. The market has now received the transparency required before the subscription period which begins on Monday. The next strategic focal point remains how the regulatory track concerning the environmental review develops in parallel with this work.
  • 3.4.
    ·
    3.4.
    ·
    According to energinnyheter.se, several leading EU countries are demanding changed rules regarding hydrogen. Does this affect Igrene?
  • 1.4.
    ·
    1.4.
    ·
    SITUATION UPDATE: The industrial logic behind the spring's developments Now that the dust from the emission announcement is starting to settle, it's time to look up. For those who analyze developments industrially, the latest information flow is not just news – it's the outlines of a structural shift. We are no longer waiting for a theory to be proven. We see an operational plan beginning to take shape in several parallel tracks – precisely at the stage before a regulatory window can begin to open. 1. The strategic return to Mora That the company allocates 15.4 MSEK specifically to planning and building permits in the Mora field is a significant operational marker on home ground. This is the type of capital allocation one makes when assessing that the playing field is about to change – and one wants to be ready when it does. The timing signals that the company is positioning itself for a phase where regulations can begin to be updated in practice. 2. Risk minimization via Norway While preparing for physical establishment in Sweden, the heaviest scaling-up risk is borne by Norway and international actors via SEID. It's smart industrial risk management: the technology is validated and scaled in an ecosystem with external financing, while on home ground, one can focus on permits, process, and positioning. 3. The strategic weight of the final product This is not about fossil gas for combustion. The process delivers carbon-free hydrogen and solid carbon – input materials that European heavy industry and the battery chain have a growing need for. When the final product aligns so clearly with climate goals and supply security, political friction often becomes lower than many initially assume. Summary: The pieces of the puzzle are falling into place better than in a long time. Technical scaling-up in Norway meets a concrete, financed establishment plan in Mora – at a time when Swedish regulations are under reconstruction. Patience and macro-reading are still key, but the difference now is that this no longer looks like a company in a waiting state. What we are witnessing is an operational structure strategically positioning itself for the next regulatory step.
    1.4.
    ·
    1.4.
    ·
    What is missing is a timetable for when parliamentary approval, and counting of votes for or against being able to project and extract gas and oil in Sweden, is complete, as well as Igrene and SAID being in the starting blocks for cooperation and development of the processes for handling and application of the gas both in Mora and in Norway. What we can look forward to is what the next information gathering on the tenth of this month has to convey, it might be the largest and most significant press information the company has ever issued.
    2.4.
    ·
    2.4.
    ·
    Exactly the right focus, Lapplandgold. The timeline for the regulatory track is the absolute most central variable right now. Regarding the parliament's calendar, exact dates for votes are rarely given until the process is in its absolute final stage. What we who analyze the company monitor are the steps in the legislative chain, where the upcoming handling of a new environmental review authority is the next sharp marker. That Igrene and SEID are in the starting blocks was operationally confirmed the day before yesterday when capital was earmarked specifically for Mora and Norway. However, we should calibrate expectations before April 10 to avoid false hopes. What will be published then is an information memorandum for the emission. A memorandum is a strict legal and financial document, governed by regulations. Its primary purpose is to report risks, emission terms, and historical financial position – not to serve as a platform for new, revolutionary news or major PR stunts. The value in the document on April 10 lies in us hopefully gaining a deeper insight into how the timeline for the 15.4 millions in Mora is intended to be executed operationally. We are looking for structure and details, not for big headlines.
  • 31.3.
    ·
    31.3.
    ·
    THE STRATEGIC SHIFT: Why 15.4 million to Mora is today's most significant announcement The market is currently focusing on emission terms and short-term dilution. But in the shadow of this, many are missing the clear shift in the company's communication regarding its core asset in Siljansringen. This is the most significant data point in today's PM: The company is now allocating the lion's share of the capital (15.4 MSEK) to planning, permits, and building permits for a demo facility in Morafältet. To understand the significance of this, one must look at the history. As recently as September 2025, the company communicated that, due to the permit situation, it was forced to pause Mora and instead look for alternative locations. Even in yesterday's PM, the focus was on test facilities in Southern and Western Sweden. Now there is a clear strategic return to its own deposit. Summary: A company does not raise over 15 million kronor from its owners to prepare a facility in a place it recently had to back away from, unless it assesses that the conditions are changing. The return to Mora is therefore the clearest signal so far that the company sees the ongoing political and regulatory process – including the Council on Legislation's referral regarding a new environmental review authority – as relevant for the possibility of reopening the domestic track.
    31.3.
    ·
    31.3.
    ·
    Our situation as "cheerleaders" is to await concrete answers to many questions, and not just one answer. What can be seen as a red flag in the not too distant future, is what might emerge when the 2026 election is over. Will the decision-making process regarding natural gas production being ready and possible then be over, or will the red-green team - upon electoral victory - become an obstacle to the development of non-fossil production in the Siljan Ring. That's a good question, especially if a spanner is thrown in the works.
    31.3.
    ·
    31.3.
    ·
    You raise a completely correct and relevant parameter, Lapplandgold. Political risk is always a factor to calculate with when it comes to infrastructure and natural resources. However, there are two heavy structural counterweights that reduce the risk that a potential change of government in 2026 would mean a complete halt: 1. The end product. What Igrene and SEID intend to do is not to burn fossil gas. The ColdSpark process creates carbon-free hydrogen and solid carbon for, among other things, battery manufacturing and the steel industry. These are exactly the input materials that the entire green transition is crying out for. Stopping such a facility would in practice be counteracting one's own climate goals, regardless of political affiliation. 2. The supranational agenda. The directive on faster permitting processes and increased domestic supply preparedness is now being pushed hard from the EU level. Swedish politics must adapt to the Union's demands for self-sufficiency in critical raw materials. This is probably exactly why Igrene is acting so aggressively now. By raising 15.4 million and immediately pushing forward with planning and building permits in Mora, they ensure that the machinery is set in motion and a legal process is established while the political window is wide open. To sit still and wait for the next election would be the real risk.
  • 31.3.
    ·
    31.3.
    ·
    The stock falls but expectations rise, right?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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

AI
Viimeisin
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.

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q2 -tulosraportti

Äänite tulossa

2 päivää sitten

Uutiset

AI
Viimeisin
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.

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    THE INFORMATION DOCUMENT: Confirmation of the operational phase Today's information document lands exactly in line with what is customary before a rights issue. As previously mentioned, this constitutes a strict legal and financial framework, not a platform for new PR stunts. The most central aspect for us who analyze the company's development is that the document now formalizes the industrial logic we have already discussed. The purpose of the capital raise is clearly defined: 1. Direct investments in Morafältet for a first demo facility, which explicitly includes engineering, permit applications, building permits, and organizational strengthening. 2. Strengthened cooperation and increased ownership in Norwegian SEID. This means that we now have a formalized roadmap, where the next step will be for the market to show how the intended financing is received during the subscription period. The capital is directed from historical prospecting towards physical infrastructure domestically and continued scaling up of the ColdSpark technology in Norway. The market has now received the transparency required before the subscription period which begins on Monday. The next strategic focal point remains how the regulatory track concerning the environmental review develops in parallel with this work.
  • 3.4.
    ·
    3.4.
    ·
    According to energinnyheter.se, several leading EU countries are demanding changed rules regarding hydrogen. Does this affect Igrene?
  • 1.4.
    ·
    1.4.
    ·
    SITUATION UPDATE: The industrial logic behind the spring's developments Now that the dust from the emission announcement is starting to settle, it's time to look up. For those who analyze developments industrially, the latest information flow is not just news – it's the outlines of a structural shift. We are no longer waiting for a theory to be proven. We see an operational plan beginning to take shape in several parallel tracks – precisely at the stage before a regulatory window can begin to open. 1. The strategic return to Mora That the company allocates 15.4 MSEK specifically to planning and building permits in the Mora field is a significant operational marker on home ground. This is the type of capital allocation one makes when assessing that the playing field is about to change – and one wants to be ready when it does. The timing signals that the company is positioning itself for a phase where regulations can begin to be updated in practice. 2. Risk minimization via Norway While preparing for physical establishment in Sweden, the heaviest scaling-up risk is borne by Norway and international actors via SEID. It's smart industrial risk management: the technology is validated and scaled in an ecosystem with external financing, while on home ground, one can focus on permits, process, and positioning. 3. The strategic weight of the final product This is not about fossil gas for combustion. The process delivers carbon-free hydrogen and solid carbon – input materials that European heavy industry and the battery chain have a growing need for. When the final product aligns so clearly with climate goals and supply security, political friction often becomes lower than many initially assume. Summary: The pieces of the puzzle are falling into place better than in a long time. Technical scaling-up in Norway meets a concrete, financed establishment plan in Mora – at a time when Swedish regulations are under reconstruction. Patience and macro-reading are still key, but the difference now is that this no longer looks like a company in a waiting state. What we are witnessing is an operational structure strategically positioning itself for the next regulatory step.
    1.4.
    ·
    1.4.
    ·
    What is missing is a timetable for when parliamentary approval, and counting of votes for or against being able to project and extract gas and oil in Sweden, is complete, as well as Igrene and SAID being in the starting blocks for cooperation and development of the processes for handling and application of the gas both in Mora and in Norway. What we can look forward to is what the next information gathering on the tenth of this month has to convey, it might be the largest and most significant press information the company has ever issued.
    2.4.
    ·
    2.4.
    ·
    Exactly the right focus, Lapplandgold. The timeline for the regulatory track is the absolute most central variable right now. Regarding the parliament's calendar, exact dates for votes are rarely given until the process is in its absolute final stage. What we who analyze the company monitor are the steps in the legislative chain, where the upcoming handling of a new environmental review authority is the next sharp marker. That Igrene and SEID are in the starting blocks was operationally confirmed the day before yesterday when capital was earmarked specifically for Mora and Norway. However, we should calibrate expectations before April 10 to avoid false hopes. What will be published then is an information memorandum for the emission. A memorandum is a strict legal and financial document, governed by regulations. Its primary purpose is to report risks, emission terms, and historical financial position – not to serve as a platform for new, revolutionary news or major PR stunts. The value in the document on April 10 lies in us hopefully gaining a deeper insight into how the timeline for the 15.4 millions in Mora is intended to be executed operationally. We are looking for structure and details, not for big headlines.
  • 31.3.
    ·
    31.3.
    ·
    THE STRATEGIC SHIFT: Why 15.4 million to Mora is today's most significant announcement The market is currently focusing on emission terms and short-term dilution. But in the shadow of this, many are missing the clear shift in the company's communication regarding its core asset in Siljansringen. This is the most significant data point in today's PM: The company is now allocating the lion's share of the capital (15.4 MSEK) to planning, permits, and building permits for a demo facility in Morafältet. To understand the significance of this, one must look at the history. As recently as September 2025, the company communicated that, due to the permit situation, it was forced to pause Mora and instead look for alternative locations. Even in yesterday's PM, the focus was on test facilities in Southern and Western Sweden. Now there is a clear strategic return to its own deposit. Summary: A company does not raise over 15 million kronor from its owners to prepare a facility in a place it recently had to back away from, unless it assesses that the conditions are changing. The return to Mora is therefore the clearest signal so far that the company sees the ongoing political and regulatory process – including the Council on Legislation's referral regarding a new environmental review authority – as relevant for the possibility of reopening the domestic track.
    31.3.
    ·
    31.3.
    ·
    Our situation as "cheerleaders" is to await concrete answers to many questions, and not just one answer. What can be seen as a red flag in the not too distant future, is what might emerge when the 2026 election is over. Will the decision-making process regarding natural gas production being ready and possible then be over, or will the red-green team - upon electoral victory - become an obstacle to the development of non-fossil production in the Siljan Ring. That's a good question, especially if a spanner is thrown in the works.
    31.3.
    ·
    31.3.
    ·
    You raise a completely correct and relevant parameter, Lapplandgold. Political risk is always a factor to calculate with when it comes to infrastructure and natural resources. However, there are two heavy structural counterweights that reduce the risk that a potential change of government in 2026 would mean a complete halt: 1. The end product. What Igrene and SEID intend to do is not to burn fossil gas. The ColdSpark process creates carbon-free hydrogen and solid carbon for, among other things, battery manufacturing and the steel industry. These are exactly the input materials that the entire green transition is crying out for. Stopping such a facility would in practice be counteracting one's own climate goals, regardless of political affiliation. 2. The supranational agenda. The directive on faster permitting processes and increased domestic supply preparedness is now being pushed hard from the EU level. Swedish politics must adapt to the Union's demands for self-sufficiency in critical raw materials. This is probably exactly why Igrene is acting so aggressively now. By raising 15.4 million and immediately pushing forward with planning and building permits in Mora, they ensure that the machinery is set in motion and a legal process is established while the political window is wide open. To sit still and wait for the next election would be the real risk.
  • 31.3.
    ·
    31.3.
    ·
    The stock falls but expectations rise, right?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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

SwedenSpotlight Stock Market SE
Määrä
Osto
-
Myynti
Määrä
-

Viimeisimmät kaupat

AikaHintaMääräOstajaMyyjä
4 251AVAAVA
1 500AVAAVA
7 886AVASHB
1 000AVAAVA
6 000SWBNON

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

Ostaneet eniten

Ostaneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Skandinaviska Enskilda Banken AB76 3130+76 3130
SSW Market Making GmbH69 08028 326+40 7540
Swedbank AB6 500850+5 650500
Nordea Bank Abp016 400−16 4000
Avanza Bank AB91 262108 086−16 82428 387
Nordnet Bank AB78 892105 746−26 8545 834

Myyneet eniten

Myyneet eniten
VälittäjäOstettuMyytyNettoSisäinen
Svenska Handelsbanken AB3 00065 639−62 6393 000
Nordnet Bank AB78 892105 746−26 8545 834
Avanza Bank AB91 262108 086−16 82428 387
Nordea Bank Abp016 400−16 4000
Swedbank AB6 500850+5 650500
SSW Market Making GmbH69 08028 326+40 7540

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

Tuotteita joiden kohde-etuutena tämä arvopaperi

2026 Q2 -tulosraportti

Äänite tulossa

2 päivää sitten

Uutiset

AI
Viimeisin
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

Tuotteita joiden kohde-etuutena tämä arvopaperi

Shareville

Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
  • 11 t sitten
    ·
    11 t sitten
    ·
    THE INFORMATION DOCUMENT: Confirmation of the operational phase Today's information document lands exactly in line with what is customary before a rights issue. As previously mentioned, this constitutes a strict legal and financial framework, not a platform for new PR stunts. The most central aspect for us who analyze the company's development is that the document now formalizes the industrial logic we have already discussed. The purpose of the capital raise is clearly defined: 1. Direct investments in Morafältet for a first demo facility, which explicitly includes engineering, permit applications, building permits, and organizational strengthening. 2. Strengthened cooperation and increased ownership in Norwegian SEID. This means that we now have a formalized roadmap, where the next step will be for the market to show how the intended financing is received during the subscription period. The capital is directed from historical prospecting towards physical infrastructure domestically and continued scaling up of the ColdSpark technology in Norway. The market has now received the transparency required before the subscription period which begins on Monday. The next strategic focal point remains how the regulatory track concerning the environmental review develops in parallel with this work.
  • 3.4.
    ·
    3.4.
    ·
    According to energinnyheter.se, several leading EU countries are demanding changed rules regarding hydrogen. Does this affect Igrene?
  • 1.4.
    ·
    1.4.
    ·
    SITUATION UPDATE: The industrial logic behind the spring's developments Now that the dust from the emission announcement is starting to settle, it's time to look up. For those who analyze developments industrially, the latest information flow is not just news – it's the outlines of a structural shift. We are no longer waiting for a theory to be proven. We see an operational plan beginning to take shape in several parallel tracks – precisely at the stage before a regulatory window can begin to open. 1. The strategic return to Mora That the company allocates 15.4 MSEK specifically to planning and building permits in the Mora field is a significant operational marker on home ground. This is the type of capital allocation one makes when assessing that the playing field is about to change – and one wants to be ready when it does. The timing signals that the company is positioning itself for a phase where regulations can begin to be updated in practice. 2. Risk minimization via Norway While preparing for physical establishment in Sweden, the heaviest scaling-up risk is borne by Norway and international actors via SEID. It's smart industrial risk management: the technology is validated and scaled in an ecosystem with external financing, while on home ground, one can focus on permits, process, and positioning. 3. The strategic weight of the final product This is not about fossil gas for combustion. The process delivers carbon-free hydrogen and solid carbon – input materials that European heavy industry and the battery chain have a growing need for. When the final product aligns so clearly with climate goals and supply security, political friction often becomes lower than many initially assume. Summary: The pieces of the puzzle are falling into place better than in a long time. Technical scaling-up in Norway meets a concrete, financed establishment plan in Mora – at a time when Swedish regulations are under reconstruction. Patience and macro-reading are still key, but the difference now is that this no longer looks like a company in a waiting state. What we are witnessing is an operational structure strategically positioning itself for the next regulatory step.
    1.4.
    ·
    1.4.
    ·
    What is missing is a timetable for when parliamentary approval, and counting of votes for or against being able to project and extract gas and oil in Sweden, is complete, as well as Igrene and SAID being in the starting blocks for cooperation and development of the processes for handling and application of the gas both in Mora and in Norway. What we can look forward to is what the next information gathering on the tenth of this month has to convey, it might be the largest and most significant press information the company has ever issued.
    2.4.
    ·
    2.4.
    ·
    Exactly the right focus, Lapplandgold. The timeline for the regulatory track is the absolute most central variable right now. Regarding the parliament's calendar, exact dates for votes are rarely given until the process is in its absolute final stage. What we who analyze the company monitor are the steps in the legislative chain, where the upcoming handling of a new environmental review authority is the next sharp marker. That Igrene and SEID are in the starting blocks was operationally confirmed the day before yesterday when capital was earmarked specifically for Mora and Norway. However, we should calibrate expectations before April 10 to avoid false hopes. What will be published then is an information memorandum for the emission. A memorandum is a strict legal and financial document, governed by regulations. Its primary purpose is to report risks, emission terms, and historical financial position – not to serve as a platform for new, revolutionary news or major PR stunts. The value in the document on April 10 lies in us hopefully gaining a deeper insight into how the timeline for the 15.4 millions in Mora is intended to be executed operationally. We are looking for structure and details, not for big headlines.
  • 31.3.
    ·
    31.3.
    ·
    THE STRATEGIC SHIFT: Why 15.4 million to Mora is today's most significant announcement The market is currently focusing on emission terms and short-term dilution. But in the shadow of this, many are missing the clear shift in the company's communication regarding its core asset in Siljansringen. This is the most significant data point in today's PM: The company is now allocating the lion's share of the capital (15.4 MSEK) to planning, permits, and building permits for a demo facility in Morafältet. To understand the significance of this, one must look at the history. As recently as September 2025, the company communicated that, due to the permit situation, it was forced to pause Mora and instead look for alternative locations. Even in yesterday's PM, the focus was on test facilities in Southern and Western Sweden. Now there is a clear strategic return to its own deposit. Summary: A company does not raise over 15 million kronor from its owners to prepare a facility in a place it recently had to back away from, unless it assesses that the conditions are changing. The return to Mora is therefore the clearest signal so far that the company sees the ongoing political and regulatory process – including the Council on Legislation's referral regarding a new environmental review authority – as relevant for the possibility of reopening the domestic track.
    31.3.
    ·
    31.3.
    ·
    Our situation as "cheerleaders" is to await concrete answers to many questions, and not just one answer. What can be seen as a red flag in the not too distant future, is what might emerge when the 2026 election is over. Will the decision-making process regarding natural gas production being ready and possible then be over, or will the red-green team - upon electoral victory - become an obstacle to the development of non-fossil production in the Siljan Ring. That's a good question, especially if a spanner is thrown in the works.
    31.3.
    ·
    31.3.
    ·
    You raise a completely correct and relevant parameter, Lapplandgold. Political risk is always a factor to calculate with when it comes to infrastructure and natural resources. However, there are two heavy structural counterweights that reduce the risk that a potential change of government in 2026 would mean a complete halt: 1. The end product. What Igrene and SEID intend to do is not to burn fossil gas. The ColdSpark process creates carbon-free hydrogen and solid carbon for, among other things, battery manufacturing and the steel industry. These are exactly the input materials that the entire green transition is crying out for. Stopping such a facility would in practice be counteracting one's own climate goals, regardless of political affiliation. 2. The supranational agenda. The directive on faster permitting processes and increased domestic supply preparedness is now being pushed hard from the EU level. Swedish politics must adapt to the Union's demands for self-sufficiency in critical raw materials. This is probably exactly why Igrene is acting so aggressively now. By raising 15.4 million and immediately pushing forward with planning and building permits in Mora, they ensure that the machinery is set in motion and a legal process is established while the political window is wide open. To sit still and wait for the next election would be the real risk.
  • 31.3.
    ·
    31.3.
    ·
    The stock falls but expectations rise, right?
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