2026 Q3 -tulosraportti
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7 päivää sitten
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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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
·16 t sittenEBBA BUSCH: "WE LITERALLY SIT ON THE SOLUTION IN OUR OWN BEDROCK" - DOES THAT ALSO APPLY TO SWEDEN'S ENERGY MOLECULES? Yesterday, the government presented Sweden's new mineral strategy. Minister for Energy and Business Ebba Busch summarized the new security policy situation with great clarity: "Access to metals is no longer industrial policy. It is security policy." She also stated: "Sweden has a unique opportunity. We literally sit on the solution in our own bedrock." The government's stated goal is to strengthen Sweden's security of supply, reduce import dependence, shorten permit processes, and facilitate investments. Access to strategic raw materials is now explicitly treated as a matter of national security and resilience. This is a necessary and welcome paradigm shift for Swedish preparedness. The logical consequence is that the same security policy principle must also be applied to the country's other strategic resources. A sustainable total defense cannot rely solely on metals and electricity. It also requires access to physical energy molecules - gas and liquid fuels that can be long-term stored, transported, and used even in the event of serious disruptions in the electricity grid and international supply chains. Sweden is currently vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? The government has established that Sweden literally sits on the solution in its own bedrock. It is now of strategic importance to clarify whether that insight encompasses the entire total defense's supply preparedness - or only the resources covered by the new mineral strategy. A complete total defense needs metals, electrons, and molecules.
Sweden is today vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? " Are we to believe that natural gas and possibly hydrogen gas "within reasonable time" can come onto the government's table. That will be the next contribution to the debate.- ·1 päivä sittenTOTAL DEFENCE AND SWEDEN'S ONLY MOLECULAR RESOURCE: WHY ELECTRICITY IS NOT ENOUGH IN WAR It is interesting to follow how the government's work develops as the global situation has dramatically worsened. Over the past year, concepts such as total defence, supply preparedness, robust energy supply, and socially critical activities have gained an increasingly clear place in the government's bills, agency assignments, and legislative work. At the same time, the environmental review system is being reformed to streamline permit processes. But in the debate surrounding Swedish preparedness, a crucial logistical reality is often missed: a robust total defence cannot be built solely on electrons. It is a security policy truth that a nation in crisis, or a prolonged war, cannot be run exclusively with electricity. Society and the armed forces require uninterrupted access to physical energy molecules – gas and liquid fuels that can be long-term stored securely, transported completely independently of a vulnerable electricity grid, and used immediately where electricity is no longer an option. Sweden has strong electricity production fundamentally. But when it comes to naturally occurring energy molecules in our own bedrock, there is, as far as is known, only a single prospected domestic resource: Siljansgasen. As a full member of NATO, Sweden is now covered by the alliance's requirements for national resilience, which entails a strict obligation to manage crises and maintain society's basic functions independently. In addition, the bilateral defence agreement (DCA) with the USA places far-reaching demands on robust host nation support, where secure access to fuel and energy for allied forces on Swedish soil is absolutely critical. In the ongoing preparedness work concerning total defence, however, no concrete initiatives have so far been presented to secure the supply of physical energy molecules. When the energy issue almost exclusively focuses on electricity production, is it then justifiable to exclude Sweden's only known geological gas resource from the security policy agenda? It is not about anticipating the government's decisions. It is about demanding that Sweden's collective resources be tested based on today's serious security policy situation, free from the constraints created by yesterday's environmental debate.What you yourself write about here, are largely the same thoughts one "tosses around". If an S-led government with the support of a green power party cannot even utter the word natural gas, then what will be the upshot of such a collaboration? Something needs to happen in the near future before time runs out, and all the work that Igrene has put in for a bright future prospect with the extraction and sale of the raw material, which seemingly should be completely obvious for Sweden's own management of the valuable gas. If one looks at what is happening in our surrounding world and Russia, but also - if one so wishes - a billion income for the Swedish heavy steel industry. Hope is not lost yet, if nuclear power could be started up at a good pace, then why shouldn't natural gas and hydrogen be developed in the same way in an advantageous and well-founded concept as well?
- ·17.7.TOTAL 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.ColdAsIce, your observation that permit processes take time is correct, but the interpretation of the Committee on Industry and Trade's report (NU16) misses the procedural context. That the Riksdag rejected the motions in March was not due to substantial political opposition to extraction. The committee's explicit justification for the rejection was that the issue is already being handled within the government's ongoing preparatory work (SOU 2025:68) and that one therefore did not consider it appropriate to preempt this executive process. The matter is thus already in a more advanced stage at government level. The central point in this context, however, is not outsiders' interpretation of the legislative process, but the company's own. The Board explicitly communicates its assessment that the conditions for traditional extraction have significantly strengthened in light of the changed security policy situation. It is strictly based on this assessment that the company is now implementing a total strategic shift back to its core business, supplemented by a change of board and management. This constitutes concrete industrial and financial decisions, not theoretical hopes.
- ·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.
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
Vain PDF
7 päivää sitten
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·16 t sittenEBBA BUSCH: "WE LITERALLY SIT ON THE SOLUTION IN OUR OWN BEDROCK" - DOES THAT ALSO APPLY TO SWEDEN'S ENERGY MOLECULES? Yesterday, the government presented Sweden's new mineral strategy. Minister for Energy and Business Ebba Busch summarized the new security policy situation with great clarity: "Access to metals is no longer industrial policy. It is security policy." She also stated: "Sweden has a unique opportunity. We literally sit on the solution in our own bedrock." The government's stated goal is to strengthen Sweden's security of supply, reduce import dependence, shorten permit processes, and facilitate investments. Access to strategic raw materials is now explicitly treated as a matter of national security and resilience. This is a necessary and welcome paradigm shift for Swedish preparedness. The logical consequence is that the same security policy principle must also be applied to the country's other strategic resources. A sustainable total defense cannot rely solely on metals and electricity. It also requires access to physical energy molecules - gas and liquid fuels that can be long-term stored, transported, and used even in the event of serious disruptions in the electricity grid and international supply chains. Sweden is currently vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? The government has established that Sweden literally sits on the solution in its own bedrock. It is now of strategic importance to clarify whether that insight encompasses the entire total defense's supply preparedness - or only the resources covered by the new mineral strategy. A complete total defense needs metals, electrons, and molecules.Sweden is today vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? " Are we to believe that natural gas and possibly hydrogen gas "within reasonable time" can come onto the government's table. That will be the next contribution to the debate.
- ·1 päivä sittenTOTAL DEFENCE AND SWEDEN'S ONLY MOLECULAR RESOURCE: WHY ELECTRICITY IS NOT ENOUGH IN WAR It is interesting to follow how the government's work develops as the global situation has dramatically worsened. Over the past year, concepts such as total defence, supply preparedness, robust energy supply, and socially critical activities have gained an increasingly clear place in the government's bills, agency assignments, and legislative work. At the same time, the environmental review system is being reformed to streamline permit processes. But in the debate surrounding Swedish preparedness, a crucial logistical reality is often missed: a robust total defence cannot be built solely on electrons. It is a security policy truth that a nation in crisis, or a prolonged war, cannot be run exclusively with electricity. Society and the armed forces require uninterrupted access to physical energy molecules – gas and liquid fuels that can be long-term stored securely, transported completely independently of a vulnerable electricity grid, and used immediately where electricity is no longer an option. Sweden has strong electricity production fundamentally. But when it comes to naturally occurring energy molecules in our own bedrock, there is, as far as is known, only a single prospected domestic resource: Siljansgasen. As a full member of NATO, Sweden is now covered by the alliance's requirements for national resilience, which entails a strict obligation to manage crises and maintain society's basic functions independently. In addition, the bilateral defence agreement (DCA) with the USA places far-reaching demands on robust host nation support, where secure access to fuel and energy for allied forces on Swedish soil is absolutely critical. In the ongoing preparedness work concerning total defence, however, no concrete initiatives have so far been presented to secure the supply of physical energy molecules. When the energy issue almost exclusively focuses on electricity production, is it then justifiable to exclude Sweden's only known geological gas resource from the security policy agenda? It is not about anticipating the government's decisions. It is about demanding that Sweden's collective resources be tested based on today's serious security policy situation, free from the constraints created by yesterday's environmental debate.What you yourself write about here, are largely the same thoughts one "tosses around". If an S-led government with the support of a green power party cannot even utter the word natural gas, then what will be the upshot of such a collaboration? Something needs to happen in the near future before time runs out, and all the work that Igrene has put in for a bright future prospect with the extraction and sale of the raw material, which seemingly should be completely obvious for Sweden's own management of the valuable gas. If one looks at what is happening in our surrounding world and Russia, but also - if one so wishes - a billion income for the Swedish heavy steel industry. Hope is not lost yet, if nuclear power could be started up at a good pace, then why shouldn't natural gas and hydrogen be developed in the same way in an advantageous and well-founded concept as well?
- ·17.7.TOTAL 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.ColdAsIce, your observation that permit processes take time is correct, but the interpretation of the Committee on Industry and Trade's report (NU16) misses the procedural context. That the Riksdag rejected the motions in March was not due to substantial political opposition to extraction. The committee's explicit justification for the rejection was that the issue is already being handled within the government's ongoing preparatory work (SOU 2025:68) and that one therefore did not consider it appropriate to preempt this executive process. The matter is thus already in a more advanced stage at government level. The central point in this context, however, is not outsiders' interpretation of the legislative process, but the company's own. The Board explicitly communicates its assessment that the conditions for traditional extraction have significantly strengthened in light of the changed security policy situation. It is strictly based on this assessment that the company is now implementing a total strategic shift back to its core business, supplemented by a change of board and management. This constitutes concrete industrial and financial decisions, not theoretical hopes.
- ·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.
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
Ei dataa
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
Vain PDF
7 päivää sitten
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
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
Liity keskusteluun Nordnet Socialissa
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- ·16 t sittenEBBA BUSCH: "WE LITERALLY SIT ON THE SOLUTION IN OUR OWN BEDROCK" - DOES THAT ALSO APPLY TO SWEDEN'S ENERGY MOLECULES? Yesterday, the government presented Sweden's new mineral strategy. Minister for Energy and Business Ebba Busch summarized the new security policy situation with great clarity: "Access to metals is no longer industrial policy. It is security policy." She also stated: "Sweden has a unique opportunity. We literally sit on the solution in our own bedrock." The government's stated goal is to strengthen Sweden's security of supply, reduce import dependence, shorten permit processes, and facilitate investments. Access to strategic raw materials is now explicitly treated as a matter of national security and resilience. This is a necessary and welcome paradigm shift for Swedish preparedness. The logical consequence is that the same security policy principle must also be applied to the country's other strategic resources. A sustainable total defense cannot rely solely on metals and electricity. It also requires access to physical energy molecules - gas and liquid fuels that can be long-term stored, transported, and used even in the event of serious disruptions in the electricity grid and international supply chains. Sweden is currently vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? The government has established that Sweden literally sits on the solution in its own bedrock. It is now of strategic importance to clarify whether that insight encompasses the entire total defense's supply preparedness - or only the resources covered by the new mineral strategy. A complete total defense needs metals, electrons, and molecules.Sweden is today vulnerable due to its great dependence on imported energy molecules. At the same time, the country's only known, extensively prospected geological gas resource exists in our own bedrock: Siljan gas. The inevitable question therefore becomes: If access to Swedish metals is now considered security policy - why shouldn't Swedish energy molecules in the same bedrock be evaluated based on the same security and supply policy premises? " Are we to believe that natural gas and possibly hydrogen gas "within reasonable time" can come onto the government's table. That will be the next contribution to the debate.
- ·1 päivä sittenTOTAL DEFENCE AND SWEDEN'S ONLY MOLECULAR RESOURCE: WHY ELECTRICITY IS NOT ENOUGH IN WAR It is interesting to follow how the government's work develops as the global situation has dramatically worsened. Over the past year, concepts such as total defence, supply preparedness, robust energy supply, and socially critical activities have gained an increasingly clear place in the government's bills, agency assignments, and legislative work. At the same time, the environmental review system is being reformed to streamline permit processes. But in the debate surrounding Swedish preparedness, a crucial logistical reality is often missed: a robust total defence cannot be built solely on electrons. It is a security policy truth that a nation in crisis, or a prolonged war, cannot be run exclusively with electricity. Society and the armed forces require uninterrupted access to physical energy molecules – gas and liquid fuels that can be long-term stored securely, transported completely independently of a vulnerable electricity grid, and used immediately where electricity is no longer an option. Sweden has strong electricity production fundamentally. But when it comes to naturally occurring energy molecules in our own bedrock, there is, as far as is known, only a single prospected domestic resource: Siljansgasen. As a full member of NATO, Sweden is now covered by the alliance's requirements for national resilience, which entails a strict obligation to manage crises and maintain society's basic functions independently. In addition, the bilateral defence agreement (DCA) with the USA places far-reaching demands on robust host nation support, where secure access to fuel and energy for allied forces on Swedish soil is absolutely critical. In the ongoing preparedness work concerning total defence, however, no concrete initiatives have so far been presented to secure the supply of physical energy molecules. When the energy issue almost exclusively focuses on electricity production, is it then justifiable to exclude Sweden's only known geological gas resource from the security policy agenda? It is not about anticipating the government's decisions. It is about demanding that Sweden's collective resources be tested based on today's serious security policy situation, free from the constraints created by yesterday's environmental debate.What you yourself write about here, are largely the same thoughts one "tosses around". If an S-led government with the support of a green power party cannot even utter the word natural gas, then what will be the upshot of such a collaboration? Something needs to happen in the near future before time runs out, and all the work that Igrene has put in for a bright future prospect with the extraction and sale of the raw material, which seemingly should be completely obvious for Sweden's own management of the valuable gas. If one looks at what is happening in our surrounding world and Russia, but also - if one so wishes - a billion income for the Swedish heavy steel industry. Hope is not lost yet, if nuclear power could be started up at a good pace, then why shouldn't natural gas and hydrogen be developed in the same way in an advantageous and well-founded concept as well?
- ·17.7.TOTAL 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.ColdAsIce, your observation that permit processes take time is correct, but the interpretation of the Committee on Industry and Trade's report (NU16) misses the procedural context. That the Riksdag rejected the motions in March was not due to substantial political opposition to extraction. The committee's explicit justification for the rejection was that the issue is already being handled within the government's ongoing preparatory work (SOU 2025:68) and that one therefore did not consider it appropriate to preempt this executive process. The matter is thus already in a more advanced stage at government level. The central point in this context, however, is not outsiders' interpretation of the legislative process, but the company's own. The Board explicitly communicates its assessment that the conditions for traditional extraction have significantly strengthened in light of the changed security policy situation. It is strictly based on this assessment that the company is now implementing a total strategic shift back to its core business, supplemented by a change of board and management. This constitutes concrete industrial and financial decisions, not theoretical hopes.
- ·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.
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