2026 Q3 -tulosraportti
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1 päivä sitten
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 17.7. | ||
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 päivä sittenTOTAL DEFENCE AND THE PARADIGM SHIFT: IGRENE RETURNS TO LARGE-SCALE EXTRACTION Today's quarterly report from Igrene is undoubtedly the most important strategic communication from the company since the legislative change in 2022. For the first time in several years, Igrene openly declares a strategic shift back to the company's original core idea: large-scale extraction of Siljansgasen. In recent years, the focus has gradually shifted towards ColdSpark, hydrogen, and methane splitting. Today's report fundamentally overturns that prioritization. SEID and ColdSpark remain important assets, but the main focus is now once again the direct industrialization of the gas deposits in Mora. What the report actually says: The board justifies this shift with the changed geopolitical situation and an increased focus on Sweden's energy security. It explicitly refers to the Committee on Industry and Trade's report (NU16) and the government's ongoing work on supply preparedness. The most remarkable aspect, however, is the board's conclusion: it assesses that the conditions for obtaining permits for traditional extraction have significantly strengthened. What this means in practice: Why is a board formulating itself like this right now? For those who understand the geopolitical situation, the industrial logic is indisputable. Through the recently signed defense agreement with the USA (DCA) and NATO's requirements for robust host nation support, the security policy foundation has been redrawn. A functioning total defense cannot rely on vulnerable energy imports via the coasts, which makes a protected inland resource a strategic necessity. When the board now openly links Siljansgasen to Sweden's national supply preparedness, the issue is lifted out of the local environmental bureaucracy. For those in the know, it is clear that this paves the way for the state's executive tools, not least Chapter 17 of the Environmental Code, where activities can be permitted if they are of crucial importance for total defense. The industrial setup: When one takes a broader view, this shift is confirmed by an aggressive organizational restructuring: - The new share issue has strengthened the cash position (over 19 MSEK in liquid assets). - A new, heavily industrial board has been formed. Robert Tingvall's deep energy system expertise was secured already this spring, and is now complemented by Henrik Badin (industrialization) stepping in as chairman and Ragnar Krefting returning. - The previous administrative CEO solution is terminated to make way for a new operational management. Boards do not randomly replace their entire competence profile, recruit new management, and reformulate the company's strategic direction simultaneously. This is done when the company enters a new phase that requires industrial decisiveness. Igrene no longer communicates how the gas will be handled if it is one day allowed to be extracted. The organization is now being set up for how the actual extraction operations will be built in symbiosis with the state's security policy interests.
Positive that the company is on its toes, and wants to prepare for a coming permit for the extraction of gas and oil in Sweden. Despite that, a green light is needed for such a decision, so we can't "kick up our heels" yet, nothing is written until it is ...... written.- ·14.7. · MuokattuA LOGICAL CEO CHANGE AS THE COMPANY SHIFTS FOCUS! Today's announcement that Igrene is looking for a new CEO appears as a natural next step after the board change that was implemented at the extraordinary general meeting on July 13th. Headlines about CEO changes often create uncertainty in the market. But when one reads the press release itself, a clear logic behind the decision emerges. It is the new board, elected at the extraordinary general meeting yesterday, July 13th, that has chosen to let the previous termination of the consultancy agreement remain and thereby initiate the recruitment of a new Chief Executive Officer. The central point in the communication is simultaneously how the new chairman Henrik Badin justifies the decision: "Igrene is now entering a new phase to try to develop an industry around the gas discoveries in Mora. In connection with this, we are adapting the company's organization to be able to realize these opportunities." This is likely the most important phrasing in the entire press release. The board thus does not describe the change as a cost-saving measure or an administrative change. It explicitly describes it as an adaptation of the organization to the company's next development step. Seen in light of recent events, the context also becomes clearer: - New board with experience from energy, industrialization, and capital markets. - ColdSpark moves forward towards partnerships and financing. - Focus shifts towards demonstration scale and commercial collaborations. - And now the recruitment of a new operational management is initiated. I don't know who the future CEO will be. But boards normally recruit management teams that fit the direction they want the company to develop towards. That is the clearest signal I take away from today's announcement.One can naturally both wish and believe that what is written here is something for the future regarding Igrenes and the Norwegian company SAID's collaboration, but what good is it if the gas around Siljans ringen is not allowed to be exploited. When will the government's decision come, regarding permission to extract the gas ... if it ever comes. After September 13th, it's probably over if MP gains power
- ·23.6.WHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.
- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.
The company has, after my quick glance. Gone year in and year out with deficits. The accounts are not much to boast about, from what I could see. I have never done any deep dive into neither figures, guidance etc. But Nordnet's company page was sad reading! - ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence.
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.
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 Q3 -tulosraportti
Äänite tulossa
1 päivä 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
Kirjaudu
- ·1 päivä sittenTOTAL DEFENCE AND THE PARADIGM SHIFT: IGRENE RETURNS TO LARGE-SCALE EXTRACTION Today's quarterly report from Igrene is undoubtedly the most important strategic communication from the company since the legislative change in 2022. For the first time in several years, Igrene openly declares a strategic shift back to the company's original core idea: large-scale extraction of Siljansgasen. In recent years, the focus has gradually shifted towards ColdSpark, hydrogen, and methane splitting. Today's report fundamentally overturns that prioritization. SEID and ColdSpark remain important assets, but the main focus is now once again the direct industrialization of the gas deposits in Mora. What the report actually says: The board justifies this shift with the changed geopolitical situation and an increased focus on Sweden's energy security. It explicitly refers to the Committee on Industry and Trade's report (NU16) and the government's ongoing work on supply preparedness. The most remarkable aspect, however, is the board's conclusion: it assesses that the conditions for obtaining permits for traditional extraction have significantly strengthened. What this means in practice: Why is a board formulating itself like this right now? For those who understand the geopolitical situation, the industrial logic is indisputable. Through the recently signed defense agreement with the USA (DCA) and NATO's requirements for robust host nation support, the security policy foundation has been redrawn. A functioning total defense cannot rely on vulnerable energy imports via the coasts, which makes a protected inland resource a strategic necessity. When the board now openly links Siljansgasen to Sweden's national supply preparedness, the issue is lifted out of the local environmental bureaucracy. For those in the know, it is clear that this paves the way for the state's executive tools, not least Chapter 17 of the Environmental Code, where activities can be permitted if they are of crucial importance for total defense. The industrial setup: When one takes a broader view, this shift is confirmed by an aggressive organizational restructuring: - The new share issue has strengthened the cash position (over 19 MSEK in liquid assets). - A new, heavily industrial board has been formed. Robert Tingvall's deep energy system expertise was secured already this spring, and is now complemented by Henrik Badin (industrialization) stepping in as chairman and Ragnar Krefting returning. - The previous administrative CEO solution is terminated to make way for a new operational management. Boards do not randomly replace their entire competence profile, recruit new management, and reformulate the company's strategic direction simultaneously. This is done when the company enters a new phase that requires industrial decisiveness. Igrene no longer communicates how the gas will be handled if it is one day allowed to be extracted. The organization is now being set up for how the actual extraction operations will be built in symbiosis with the state's security policy interests.Positive that the company is on its toes, and wants to prepare for a coming permit for the extraction of gas and oil in Sweden. Despite that, a green light is needed for such a decision, so we can't "kick up our heels" yet, nothing is written until it is ...... written.
- ·14.7. · MuokattuA LOGICAL CEO CHANGE AS THE COMPANY SHIFTS FOCUS! Today's announcement that Igrene is looking for a new CEO appears as a natural next step after the board change that was implemented at the extraordinary general meeting on July 13th. Headlines about CEO changes often create uncertainty in the market. But when one reads the press release itself, a clear logic behind the decision emerges. It is the new board, elected at the extraordinary general meeting yesterday, July 13th, that has chosen to let the previous termination of the consultancy agreement remain and thereby initiate the recruitment of a new Chief Executive Officer. The central point in the communication is simultaneously how the new chairman Henrik Badin justifies the decision: "Igrene is now entering a new phase to try to develop an industry around the gas discoveries in Mora. In connection with this, we are adapting the company's organization to be able to realize these opportunities." This is likely the most important phrasing in the entire press release. The board thus does not describe the change as a cost-saving measure or an administrative change. It explicitly describes it as an adaptation of the organization to the company's next development step. Seen in light of recent events, the context also becomes clearer: - New board with experience from energy, industrialization, and capital markets. - ColdSpark moves forward towards partnerships and financing. - Focus shifts towards demonstration scale and commercial collaborations. - And now the recruitment of a new operational management is initiated. I don't know who the future CEO will be. But boards normally recruit management teams that fit the direction they want the company to develop towards. That is the clearest signal I take away from today's announcement.One can naturally both wish and believe that what is written here is something for the future regarding Igrenes and the Norwegian company SAID's collaboration, but what good is it if the gas around Siljans ringen is not allowed to be exploited. When will the government's decision come, regarding permission to extract the gas ... if it ever comes. After September 13th, it's probably over if MP gains power
- ·23.6.WHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.
- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.The company has, after my quick glance. Gone year in and year out with deficits. The accounts are not much to boast about, from what I could see. I have never done any deep dive into neither figures, guidance etc. But Nordnet's company page was sad reading!
- ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 -tulosraportti 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 17.7. | ||
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 |
2026 Q3 -tulosraportti
Äänite tulossa
1 päivä 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 | |
|---|---|
2026 Q4 -tulosraportti 16.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 -tulosraportti 17.7. | ||
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 |
Foorumi
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- ·1 päivä sittenTOTAL DEFENCE AND THE PARADIGM SHIFT: IGRENE RETURNS TO LARGE-SCALE EXTRACTION Today's quarterly report from Igrene is undoubtedly the most important strategic communication from the company since the legislative change in 2022. For the first time in several years, Igrene openly declares a strategic shift back to the company's original core idea: large-scale extraction of Siljansgasen. In recent years, the focus has gradually shifted towards ColdSpark, hydrogen, and methane splitting. Today's report fundamentally overturns that prioritization. SEID and ColdSpark remain important assets, but the main focus is now once again the direct industrialization of the gas deposits in Mora. What the report actually says: The board justifies this shift with the changed geopolitical situation and an increased focus on Sweden's energy security. It explicitly refers to the Committee on Industry and Trade's report (NU16) and the government's ongoing work on supply preparedness. The most remarkable aspect, however, is the board's conclusion: it assesses that the conditions for obtaining permits for traditional extraction have significantly strengthened. What this means in practice: Why is a board formulating itself like this right now? For those who understand the geopolitical situation, the industrial logic is indisputable. Through the recently signed defense agreement with the USA (DCA) and NATO's requirements for robust host nation support, the security policy foundation has been redrawn. A functioning total defense cannot rely on vulnerable energy imports via the coasts, which makes a protected inland resource a strategic necessity. When the board now openly links Siljansgasen to Sweden's national supply preparedness, the issue is lifted out of the local environmental bureaucracy. For those in the know, it is clear that this paves the way for the state's executive tools, not least Chapter 17 of the Environmental Code, where activities can be permitted if they are of crucial importance for total defense. The industrial setup: When one takes a broader view, this shift is confirmed by an aggressive organizational restructuring: - The new share issue has strengthened the cash position (over 19 MSEK in liquid assets). - A new, heavily industrial board has been formed. Robert Tingvall's deep energy system expertise was secured already this spring, and is now complemented by Henrik Badin (industrialization) stepping in as chairman and Ragnar Krefting returning. - The previous administrative CEO solution is terminated to make way for a new operational management. Boards do not randomly replace their entire competence profile, recruit new management, and reformulate the company's strategic direction simultaneously. This is done when the company enters a new phase that requires industrial decisiveness. Igrene no longer communicates how the gas will be handled if it is one day allowed to be extracted. The organization is now being set up for how the actual extraction operations will be built in symbiosis with the state's security policy interests.Positive that the company is on its toes, and wants to prepare for a coming permit for the extraction of gas and oil in Sweden. Despite that, a green light is needed for such a decision, so we can't "kick up our heels" yet, nothing is written until it is ...... written.
- ·14.7. · MuokattuA LOGICAL CEO CHANGE AS THE COMPANY SHIFTS FOCUS! Today's announcement that Igrene is looking for a new CEO appears as a natural next step after the board change that was implemented at the extraordinary general meeting on July 13th. Headlines about CEO changes often create uncertainty in the market. But when one reads the press release itself, a clear logic behind the decision emerges. It is the new board, elected at the extraordinary general meeting yesterday, July 13th, that has chosen to let the previous termination of the consultancy agreement remain and thereby initiate the recruitment of a new Chief Executive Officer. The central point in the communication is simultaneously how the new chairman Henrik Badin justifies the decision: "Igrene is now entering a new phase to try to develop an industry around the gas discoveries in Mora. In connection with this, we are adapting the company's organization to be able to realize these opportunities." This is likely the most important phrasing in the entire press release. The board thus does not describe the change as a cost-saving measure or an administrative change. It explicitly describes it as an adaptation of the organization to the company's next development step. Seen in light of recent events, the context also becomes clearer: - New board with experience from energy, industrialization, and capital markets. - ColdSpark moves forward towards partnerships and financing. - Focus shifts towards demonstration scale and commercial collaborations. - And now the recruitment of a new operational management is initiated. I don't know who the future CEO will be. But boards normally recruit management teams that fit the direction they want the company to develop towards. That is the clearest signal I take away from today's announcement.One can naturally both wish and believe that what is written here is something for the future regarding Igrenes and the Norwegian company SAID's collaboration, but what good is it if the gas around Siljans ringen is not allowed to be exploited. When will the government's decision come, regarding permission to extract the gas ... if it ever comes. After September 13th, it's probably over if MP gains power
- ·23.6.WHEN THE BOARD TELLS MORE THAN THE PRESS RELEASES Today's announcement from the nomination committee is, in my opinion, one of the most interesting signals from Igrene in a very long time. Henrik Badin is proposed as the new Chairman of the Board. For those unfamiliar with the name, it is worth looking closer at his background. Badin led Scanship through its IPO in 2014 and further to Oslo Børs. Under his leadership, the company developed into an international environmental technology group and what is today Vow ASA. He has 30 years of experience in environmental technology, industrial scaling, capital raising, and international business development. In the past year, he has also been a board member and interim CEO of SEID AS – the company behind the ColdSpark technology. At the same time, Ragnar Krefting is proposed to return to the board. Ragnar has been involved with Igrene for approximately 20 years and is one of the company's largest private shareholders. His long-standing commitment means he possesses deep knowledge of the company's history, completed drilling programs, and the gas discoveries identified in Siljansringen. It is also worth putting this in relation to Robert Tingvall recently being elected to the board. Tingvall is currently CEO of Söderenergi, one of Sweden's larger energy companies in combined heat and power and energy infrastructure. He also has experience from Fortum, Södertälje Hamn, and leading positions within the energy sector. When one looks at the whole, an interesting pattern emerges: - Tingvall contributes with extensive experience from energy systems and energy infrastructure. - Badin contributes with experience from industrialization, capital markets, and commercialization of environmental technology. - Krefting contributes with long historical knowledge of the company, the gas discoveries, and a clear owner's perspective. During June, the market has simultaneously received news about: - ColdSpark enters the next development phase. - Focus shifts towards industrial partnerships and financing. - MJU24 has been decided. - An extraordinary general meeting will be held on July 13. - And now Henrik Badin is proposed as the new Chairman of the Board. When the company recently communicated that it is entering a "new phase", it was easy to focus on the wording itself. Today's board proposal, however, provides further context to what that wording might imply. The competence profile clearly points towards energy, industrialization, capital markets, commercialization, and international partnerships – areas normally associated with the next step in a company's development rather than with prospecting. It is difficult to ignore that the competence profile of the board now emerging clearly differs from that which characterized the company during the previous phase. I don't know exactly what the next step will look like. But boards are normally put together for the challenges and opportunities a company sees ahead – not for the phases that have already passed. That is perhaps the clearest signal in today's announcement.
- ·16.6.THE GOVERNMENT'S NEW TOOLS AND COLDSPARK: TWO PROCESSES NOW MOVING FORWARD The Riksdag's decision on MJU24 means that the overhaul of Sweden's environmental permitting system has now moved from investigation to actual decision. On the same day, Igrene communicates that ColdSpark is entering its next development phase with a focus on industrial partnerships, financing, and preparations for demonstration scale. These are two separate processes. But both have taken clear steps forward during the month of June. For those trying to understand the long-term game plan, there are a few factors that are difficult to ignore. 1. THE NEW AGENCY MANDATE The new Environmental Permitting Authority shall create more efficient, more uniform, and more predictable permitting processes. The government's directives also highlight climate transition, competitiveness, and total defense as important perspectives in future environmental permitting. This is a different tone than what characterized the debate just a few years ago. 2. THE MOTION ON SILJAN GAS Many still seem to interpret the rejection of motion 2025/26:3058 as meaning that the issue of Siljan gas would thereby be concluded. But that was not stated as the reason. The Committee on Industry and Trade referred to the fact that work on supply preparedness is already being further processed within the Government Offices and that the committee saw no reason to pre-empt that work. The motion was thus not rejected because the issue was deemed uninteresting or concluded, but because the government is already working on related issues within its own preparation track. 3. COLDSPARK'S NEXT PHASE At the same time, today's press release shifts focus from research to commercialization. • STEP Seal is already in place. • Grøn Plattform-finansieringen is already in place. • The project is led by NORCE. The next step now involves industrial partnerships and private co-financing to take the technology further towards demonstration scale. This is a natural development for a project leaving the pure development phase behind. SUMMARY • NU16 is completed. • The motion on Siljan gas (2025/26:3058) is completed. • MJU24 is decided. • ColdSpark is moving forward to the next development phase. This does not mean that all obstacles are gone. This does not mean that Siljan gas is suddenly ready. But it means that both the regulatory and the industrial side have continued to move forward during the month of June. For me, that is the most interesting observation right now.The company has, after my quick glance. Gone year in and year out with deficits. The accounts are not much to boast about, from what I could see. I have never done any deep dive into neither figures, guidance etc. But Nordnet's company page was sad reading!
- ·12.6. · MuokattuTHE PARLIAMENT MYTH IS DEAD: THE STATE'S RULES OF THE GAME FOR NATIONAL SECURITY ARE A REALITY It is instructive to read the comments on the forums from the past few days. Despite the geopolitical playing field having been radically redrawn, the debate gets stuck in old ruts around "parliamentary votes" and a general resignation regarding domestic political stalemates. This frustration is based on a fundamental misunderstanding of how Swedish public administration actually functions in times of crisis. To assess Igrenes' future – and understand why the company is acting with such urgency right now – one must understand the difference between normal peacetime bureaucracy and executive security policy. - The Government vs. The Parliament: When it comes to strategic infrastructure and the immediate needs of total defense for supply security, it is not the Parliament that handles individual permits. Critical facilities are not voted through by 349 members in the plenary hall. It is the Government (the executive power) that governs the realm and possesses the executive tools. - The legal basis already exists: Many writers seem to believe that laws must be rewritten from scratch, which would take several years. That is incorrect. The tools to force decisions are already present in current legislation (for example, the Environmental Code's 17th chapter). If the government deems that a domestic energy resource is needed to meet NATO's and the USA's readiness requirements, the matter is elevated above local instances and decided directly at the government table. - The smoking gun (The death blow to the Parliament myth): For those who doubt the state's executive will to circumvent local bureaucracy, the Ministry of Climate and Enterprise delivered a crystal-clear message as recently as yesterday. The Government announced that it is urgently investigating abolishing the municipal veto on alum shale extraction. The motivation? The assets are "central for, among other things, total defense." This proves in black and white how the state functions in real-time: when a domestic resource is classified as critical for national security, the government mercilessly eradicates local obstacles. They do not wait for parliamentary stalemates. - The strategic advantage and Norwegian gas expertise: That the company early on established cooperation around ColdSpark technology with Norwegian Seid appears crucial in today's light. With Norway's decades-long position as Europe's undisputed superpower in oil and gas, Seid brings immensely weighty, industrial expertise on exactly how large-scale gas resources are managed and commercialized. Now that security policy has been redrawn – manifested through Sweden's bilateral agreement with the USA ("Technology Prosperity Deal") and NATO's Article 3 – the grand political agenda has caught up. International actors do not look at Swedish domestic political sandbox debates. They see that an industrially anchored collaboration to produce physical energy off-grid in the Swedish interior has just gained massive strategic premium value. To sit and wait for a fabricated "roadmap for a vote in Parliament" is to completely misunderstand how national security is executed under a heightened geopolitical situation. When the company calls a general meeting in July and speaks of a "new phase," it appears that they are currently positioning themselves towards the Government's immediacy and executive power before the political window closes ahead of the autumn election campaign. Anyone who only analyzes the company based on old environmental law parliamentary processes is pricing a completely outdated playing field.Despite that: March 2022, "The Riksdag adopts the government's proposal for a law amending the Minerals Act (1991:45)". We can only hope that "procedure then" goes just as smoothly now. However, when C and MP have conferred with S about us cooperating in case of an election victory in September, and with the 'vildarna' backing them, a vote might be required. The war against Ukraine had already begun then, without a thought for the consequences and the course of events. That said, the war has meant that everyone within the EU needs to strive for easy access to raw materials for future crisis situations in times of war. Similarly, if the war against Iran ceases, perhaps the arguments for buying gas from the North Sea and around the Gulf States will become an attractive alternative, so as not to fuel concerns about Sweden's climate goals. Which was a reason for the ban on domestic fossil dependence.
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