2025 Q4 -tulosraportti
46 päivää sitten
‧42 min
Tarjoustasot
Euronext Growth Oslo
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
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Shareville
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Kirjaudu
·19 t sittenStock of the Week https://www.investornytt.no/bors/kampen-om-naturressursene/525377
·14 t sitten · MuokattuThe full article from Investornytt: This Week's Stock The Battle for Natural Resources The war has consequences for access to "obvious" raw materials. Therefore, this stock can go like a rocket. The war in Iran (operation Epic Fury), which seriously escalated after the attacks on February 28, 2026, has created one of the most dramatic shifts in the world economy since the 1970s. The situation is now critical, especially considering that the Strait of Hormuz is practically closed. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Market effect: Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Stock market: Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. Cont. below·14 t sittenRare minerals: Vulnerability in the tech chain Iran has significant deposits of zinc, copper, and recently discovered lithium reserves. Even more important is the region's role as a supplier of helium, which is critical for semiconductor production. Market impact: The unrest now threatens AI development. If the supply of helium and critical gases to chip factories in Taiwan and South Korea is stopped, we could see a new global chip shortage. The price of zinc has already risen by 15–25 %. Stock market: We are seeing a rotation away from "High-growth Tech" (such as Nvidia and Apple) due to supply risk, and into mining companies in safe jurisdictions (USA, Australia, Nordics). Water-saving measures: The new "Weaponization" Water has become a direct military target. Attacks on desalination plants (as in Bahrain in March 2026) have shown how vulnerable the Gulf area is. Market impact: The region must now invest massively in a circular water economy and more efficient desalination plants that are less energy-intensive. Stock market: Water technology stocks like Xylem (XYL) and Pentair (PNR) have been seen as "safe havens" with stable growth, as water scarcity becomes a permanent geopolitical factor. Norwegian Desert Control also provides water-saving measures in the region. A speculative bet: Green Minerals First things first. Green Minerals is an uninvestable company in my eyes. But one should not underestimate the psychological effect for speculators when the factors above are mentioned. Green Minerals already rose 10% on Friday and may well get a speculative rebound in the market. Green Minerals (GEM) is a Norwegian company specializing in the extraction of seabed minerals. The company is a «spin-off» from the seismic company SeaBird Exploration and aims to become a leading player in sustainable marine mining. Here is an overview of what they do, and why the stock is now experiencing renewed interest in light of the war in Iran and the global focus on raw materials: This is what Green Minerals does The company focuses on so-called massive sulfide deposits (SMS) on the deep seabed. These contain high concentrations of: Copper: Critical for electrification and power grids. Cobalt and nickel: Essential for battery technology. Gold and silver: Often found as by-products in these deposits. Their model is based on using existing technology from the oil and gas industry (such as remotely operated underwater vehicles and drilling technology) to extract minerals with a significantly lower environmental footprint than traditional land-based mining. Geopolitical "Wake-up Call" (The War in Iran) The war in Iran has blocked vital transport routes in the Middle East. This has not only sent oil prices up but has also created panic around the supply of critical minerals that Iran and surrounding countries control. This forces Western countries to look for "friendly" sources of raw materials. Seabed minerals in international waters or with allies are suddenly seen as a national security issue. Pentagon and "Project Vault" In March 2026, the US Department of Defense (Pentagon) announced enormous support schemes (up to 500 million dollars per project) to secure supplies of critical minerals outside of China and conflict zones. Green Minerals' strategic review (announced in December) now focuses heavily on international licenses, especially in the Clarion-Clipperton Zone (CCZ) in the Pacific, which falls under American security interests. Strategic change: From Norway to the world Since the political climate in Norway is challenging towards 2029, Green Minerals has shifted its focus towards international partnerships. News of concrete agreements abroad or acquisitions/mergers as a result of their ongoing strategic review can act as powerful triggers for the stock price. Technical rebound and conference effect The stock is now trading near historical lows (around 1.20–1.30 NOK). With the conference "Seabed Minerals 2026" in Bergen (March 24–26), it is expected that the company will present new data showing that the environmental impact of seabed mining is less than feared, which can attract risk-willing capital. This week's stock is therefore Green Minerals, which is listed on Oslo Børs. The risk is sky-high.- ·17.3. · MuokattuWhat could this mean in relation to the strategic review that is currently underway?
·26.2.1 kr now..hope most who bought during the pumping of rocksolid get out..but it looks bleak. Recommend staying far away from rocksolid and his "expert recommendations"- ·18.2.Strategic review can naturally take time (March/April is not unrealistic), and there is no guarantee for the outcome. Nevertheless, one can outline some realistic scenarios: ⸻ 1️⃣ CLEAR STRUCTURE WITH CAPITAL (STRONGEST SCENARIO) Content: • Named industrial partner • Concrete capital (e.g. USD 5–10m+) • Equity stake/JV structure • Possible offtake / work program Possible share price reaction: • +100–250 % • Potential price range: 2.5–4.5 kr • With a strong player, 5+ kr can be tested Duration: If capital and structure are robust → new higher base level. This is the truly price-driving outcome. ⸻ 2️⃣ BINDING LOI / TERM SHEET WITH FIGURES Content: • Signed letter of intent • Amount and structure outlined • Exclusivity / further process Possible share price reaction: • +60–150 % spike • Price range: 2–3.5 kr Risk: If not followed up by final agreement → re-pricing down again. ⸻ 3️⃣ STRATEGIC PARTNER WITHOUT CAPITAL Content: • Technology-/offshore player • Joint development agreement • No immediate investment Effect: • Moderate uplift • More sentiment-driven • Legitimizes the project, but does not change the fundamentals ⸻ 4️⃣ NON-DILUTIVE FINANCING Content: • Loan / grant / project financing • Extended runway Effect: • Removes short-term equity issue risk • Stabilizes price • Normally does not give explosive re-pricing ⸻ 5️⃣ REGULATORY BREAKTHROUGH (EXTERNAL) Content: • USA grants first commercial permit • Norwegian process resumes Effect: • Sector validation • Increased option value • Indirect price driver ⸻ 6️⃣ REVIEW CONCLUDES WITHOUT STRUCTURE Possible share price reaction: • -30–60 % • Price below 1 kr cannot be ruled out ⸻ Summary: Only scenario 1 fundamentally changes the valuation. The other scenarios can provide temporary uplifts, stabilization – or in the worst case, negative re-pricing.
·19.2. · MuokattuAI-slop! Completely useless and a big red flag. This is too sloppy even for you.. And by all means mark it as AI-generated. I can spam the comment section with negative AI-slop too, but it's worthless..
·20.2.The fact that AI might have been used to write this does not therefore make it wrong. The 6 scenarios are indeed some very probable scenarios that are described here. And are there really any major errors or improbabilities in any of these scenarios? - ·11.2. · MuokattuChairman of the Board Ståle Rodahl mentioned TMC's application in the audiocast on 05.02. https://investors.metals.co/news-releases/news-release-details/tmc-usa-files-first-consolidated-deep-seabed-mining-application/ Important development in the sector: The Metals Company has now submitted the first consolidated application to NOAA for both exploration license and commercial recovery in CCZ, under new American regulations. This is important for Green Minerals AS for one reason: It confirms that deep-sea mining actually has a regulatory track that is moving forward – instead of being politically dead. For GEM it means: Sector risk is reduced The industry gains increased legitimacy Partner dialogue becomes more rational The option value in CCZ becomes more credible This does not grant a license tomorrow – but it reduces the zero-scenario. In an option case, this is essential.·9.3. · MuokattuNews today https://www.investing.com/news/company-news/noaa-finds-tmcs-deep-seabed-mining-application-in-compliance-93CH-4549690 This is actually one of the most important news in deep-sea mining for a long time, and it is relevant for the sector where Green Minerals AS operates. The main player here is The Metals Company Inc. which is seeking permission from National Oceanic and Atmospheric Administration. Let's break down what this actually means. ⸻ 🔎 What NOAA has actually said NOAA has not granted permission for mining yet. They have said that the application is: “in substantial compliance with regulatory requirements.” That means: ✔ The application meets formal requirements ✔ It can proceed in the processing ✔ It will not be rejected This is an important milestone in the regulatory process. This is: the first application under the USA's new “fast track”-regime after Trump's executive order on offshore minerals. In practice, this means: The USA is trying to be the first country to open deep-sea mining commercially. ⸻ 📈 What it means for the sector If TMC gets a permit in 2026: • the entire sector will be validated • investors get regulatory clarity • capital flows in This can lead to repricing in many deep-sea companies. ⸻ 🔗 Why this is also relevant for GEM For Green Minerals AS this is indirectly important because: 1️⃣ it shows that extraction can actually be permitted 2️⃣ it reduces regulatory risk globally 3️⃣ it makes partnerships more realistic If the USA opens first, more players will try to position themselves. ⸻ 💡 Interesting detail TMC is applying for: 65 000 km² with 619 million tons of nodules (+ potentially 200 million tons extra). This shows how enormous the resources in CCZ are.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
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.
2025 Q4 -tulosraportti
46 päivää sitten
‧42 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
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Kirjaudu
- ·19 t sittenStock of the Week https://www.investornytt.no/bors/kampen-om-naturressursene/525377·14 t sitten · MuokattuThe full article from Investornytt: This Week's Stock The Battle for Natural Resources The war has consequences for access to "obvious" raw materials. Therefore, this stock can go like a rocket. The war in Iran (operation Epic Fury), which seriously escalated after the attacks on February 28, 2026, has created one of the most dramatic shifts in the world economy since the 1970s. The situation is now critical, especially considering that the Strait of Hormuz is practically closed. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Market effect: Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Stock market: Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. Cont. below·14 t sittenRare minerals: Vulnerability in the tech chain Iran has significant deposits of zinc, copper, and recently discovered lithium reserves. Even more important is the region's role as a supplier of helium, which is critical for semiconductor production. Market impact: The unrest now threatens AI development. If the supply of helium and critical gases to chip factories in Taiwan and South Korea is stopped, we could see a new global chip shortage. The price of zinc has already risen by 15–25 %. Stock market: We are seeing a rotation away from "High-growth Tech" (such as Nvidia and Apple) due to supply risk, and into mining companies in safe jurisdictions (USA, Australia, Nordics). Water-saving measures: The new "Weaponization" Water has become a direct military target. Attacks on desalination plants (as in Bahrain in March 2026) have shown how vulnerable the Gulf area is. Market impact: The region must now invest massively in a circular water economy and more efficient desalination plants that are less energy-intensive. Stock market: Water technology stocks like Xylem (XYL) and Pentair (PNR) have been seen as "safe havens" with stable growth, as water scarcity becomes a permanent geopolitical factor. Norwegian Desert Control also provides water-saving measures in the region. A speculative bet: Green Minerals First things first. Green Minerals is an uninvestable company in my eyes. But one should not underestimate the psychological effect for speculators when the factors above are mentioned. Green Minerals already rose 10% on Friday and may well get a speculative rebound in the market. Green Minerals (GEM) is a Norwegian company specializing in the extraction of seabed minerals. The company is a «spin-off» from the seismic company SeaBird Exploration and aims to become a leading player in sustainable marine mining. Here is an overview of what they do, and why the stock is now experiencing renewed interest in light of the war in Iran and the global focus on raw materials: This is what Green Minerals does The company focuses on so-called massive sulfide deposits (SMS) on the deep seabed. These contain high concentrations of: Copper: Critical for electrification and power grids. Cobalt and nickel: Essential for battery technology. Gold and silver: Often found as by-products in these deposits. Their model is based on using existing technology from the oil and gas industry (such as remotely operated underwater vehicles and drilling technology) to extract minerals with a significantly lower environmental footprint than traditional land-based mining. Geopolitical "Wake-up Call" (The War in Iran) The war in Iran has blocked vital transport routes in the Middle East. This has not only sent oil prices up but has also created panic around the supply of critical minerals that Iran and surrounding countries control. This forces Western countries to look for "friendly" sources of raw materials. Seabed minerals in international waters or with allies are suddenly seen as a national security issue. Pentagon and "Project Vault" In March 2026, the US Department of Defense (Pentagon) announced enormous support schemes (up to 500 million dollars per project) to secure supplies of critical minerals outside of China and conflict zones. Green Minerals' strategic review (announced in December) now focuses heavily on international licenses, especially in the Clarion-Clipperton Zone (CCZ) in the Pacific, which falls under American security interests. Strategic change: From Norway to the world Since the political climate in Norway is challenging towards 2029, Green Minerals has shifted its focus towards international partnerships. News of concrete agreements abroad or acquisitions/mergers as a result of their ongoing strategic review can act as powerful triggers for the stock price. Technical rebound and conference effect The stock is now trading near historical lows (around 1.20–1.30 NOK). With the conference "Seabed Minerals 2026" in Bergen (March 24–26), it is expected that the company will present new data showing that the environmental impact of seabed mining is less than feared, which can attract risk-willing capital. This week's stock is therefore Green Minerals, which is listed on Oslo Børs. The risk is sky-high.
- ·17.3. · MuokattuWhat could this mean in relation to the strategic review that is currently underway?
- ·26.2.1 kr now..hope most who bought during the pumping of rocksolid get out..but it looks bleak. Recommend staying far away from rocksolid and his "expert recommendations"
- ·18.2.Strategic review can naturally take time (March/April is not unrealistic), and there is no guarantee for the outcome. Nevertheless, one can outline some realistic scenarios: ⸻ 1️⃣ CLEAR STRUCTURE WITH CAPITAL (STRONGEST SCENARIO) Content: • Named industrial partner • Concrete capital (e.g. USD 5–10m+) • Equity stake/JV structure • Possible offtake / work program Possible share price reaction: • +100–250 % • Potential price range: 2.5–4.5 kr • With a strong player, 5+ kr can be tested Duration: If capital and structure are robust → new higher base level. This is the truly price-driving outcome. ⸻ 2️⃣ BINDING LOI / TERM SHEET WITH FIGURES Content: • Signed letter of intent • Amount and structure outlined • Exclusivity / further process Possible share price reaction: • +60–150 % spike • Price range: 2–3.5 kr Risk: If not followed up by final agreement → re-pricing down again. ⸻ 3️⃣ STRATEGIC PARTNER WITHOUT CAPITAL Content: • Technology-/offshore player • Joint development agreement • No immediate investment Effect: • Moderate uplift • More sentiment-driven • Legitimizes the project, but does not change the fundamentals ⸻ 4️⃣ NON-DILUTIVE FINANCING Content: • Loan / grant / project financing • Extended runway Effect: • Removes short-term equity issue risk • Stabilizes price • Normally does not give explosive re-pricing ⸻ 5️⃣ REGULATORY BREAKTHROUGH (EXTERNAL) Content: • USA grants first commercial permit • Norwegian process resumes Effect: • Sector validation • Increased option value • Indirect price driver ⸻ 6️⃣ REVIEW CONCLUDES WITHOUT STRUCTURE Possible share price reaction: • -30–60 % • Price below 1 kr cannot be ruled out ⸻ Summary: Only scenario 1 fundamentally changes the valuation. The other scenarios can provide temporary uplifts, stabilization – or in the worst case, negative re-pricing.·19.2. · MuokattuAI-slop! Completely useless and a big red flag. This is too sloppy even for you.. And by all means mark it as AI-generated. I can spam the comment section with negative AI-slop too, but it's worthless..·20.2.The fact that AI might have been used to write this does not therefore make it wrong. The 6 scenarios are indeed some very probable scenarios that are described here. And are there really any major errors or improbabilities in any of these scenarios?
- ·11.2. · MuokattuChairman of the Board Ståle Rodahl mentioned TMC's application in the audiocast on 05.02. https://investors.metals.co/news-releases/news-release-details/tmc-usa-files-first-consolidated-deep-seabed-mining-application/ Important development in the sector: The Metals Company has now submitted the first consolidated application to NOAA for both exploration license and commercial recovery in CCZ, under new American regulations. This is important for Green Minerals AS for one reason: It confirms that deep-sea mining actually has a regulatory track that is moving forward – instead of being politically dead. For GEM it means: Sector risk is reduced The industry gains increased legitimacy Partner dialogue becomes more rational The option value in CCZ becomes more credible This does not grant a license tomorrow – but it reduces the zero-scenario. In an option case, this is essential.·9.3. · MuokattuNews today https://www.investing.com/news/company-news/noaa-finds-tmcs-deep-seabed-mining-application-in-compliance-93CH-4549690 This is actually one of the most important news in deep-sea mining for a long time, and it is relevant for the sector where Green Minerals AS operates. The main player here is The Metals Company Inc. which is seeking permission from National Oceanic and Atmospheric Administration. Let's break down what this actually means. ⸻ 🔎 What NOAA has actually said NOAA has not granted permission for mining yet. They have said that the application is: “in substantial compliance with regulatory requirements.” That means: ✔ The application meets formal requirements ✔ It can proceed in the processing ✔ It will not be rejected This is an important milestone in the regulatory process. This is: the first application under the USA's new “fast track”-regime after Trump's executive order on offshore minerals. In practice, this means: The USA is trying to be the first country to open deep-sea mining commercially. ⸻ 📈 What it means for the sector If TMC gets a permit in 2026: • the entire sector will be validated • investors get regulatory clarity • capital flows in This can lead to repricing in many deep-sea companies. ⸻ 🔗 Why this is also relevant for GEM For Green Minerals AS this is indirectly important because: 1️⃣ it shows that extraction can actually be permitted 2️⃣ it reduces regulatory risk globally 3️⃣ it makes partnerships more realistic If the USA opens first, more players will try to position themselves. ⸻ 💡 Interesting detail TMC is applying for: 65 000 km² with 619 million tons of nodules (+ potentially 200 million tons extra). This shows how enormous the resources in CCZ are.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Euronext Growth Oslo
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 50 | - | - | ||
| 1 | - | - | ||
| 1 | - | - | ||
| 3 | - | - | ||
| 1 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
2025 Q4 -tulosraportti
46 päivää sitten
‧42 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 14.5. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 5.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 7.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 | ||
2024 Q4 -tulosraportti 18.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·19 t sittenStock of the Week https://www.investornytt.no/bors/kampen-om-naturressursene/525377·14 t sitten · MuokattuThe full article from Investornytt: This Week's Stock The Battle for Natural Resources The war has consequences for access to "obvious" raw materials. Therefore, this stock can go like a rocket. The war in Iran (operation Epic Fury), which seriously escalated after the attacks on February 28, 2026, has created one of the most dramatic shifts in the world economy since the 1970s. The situation is now critical, especially considering that the Strait of Hormuz is practically closed. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Market effect: Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Stock market: Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. The closure of the Strait of Hormuz has cut off access to approx. 20 % of the world's oil and almost a fifth of global liquefied natural gas (LNG). Brent crude has passed 120 dollars a barrel, and European gas prices (TTF) have doubled in a few weeks. Qatar has declared force majeure on LNG deliveries, which hits Asia and Europe hard. Oil and gas companies outside the Middle East (such as Norwegian Equinor and American producers) are the obvious winners. At the same time, we see a tremendous acceleration in investments in renewable energy and nuclear power, as national energy security now trumps everything. Cont. below·14 t sittenRare minerals: Vulnerability in the tech chain Iran has significant deposits of zinc, copper, and recently discovered lithium reserves. Even more important is the region's role as a supplier of helium, which is critical for semiconductor production. Market impact: The unrest now threatens AI development. If the supply of helium and critical gases to chip factories in Taiwan and South Korea is stopped, we could see a new global chip shortage. The price of zinc has already risen by 15–25 %. Stock market: We are seeing a rotation away from "High-growth Tech" (such as Nvidia and Apple) due to supply risk, and into mining companies in safe jurisdictions (USA, Australia, Nordics). Water-saving measures: The new "Weaponization" Water has become a direct military target. Attacks on desalination plants (as in Bahrain in March 2026) have shown how vulnerable the Gulf area is. Market impact: The region must now invest massively in a circular water economy and more efficient desalination plants that are less energy-intensive. Stock market: Water technology stocks like Xylem (XYL) and Pentair (PNR) have been seen as "safe havens" with stable growth, as water scarcity becomes a permanent geopolitical factor. Norwegian Desert Control also provides water-saving measures in the region. A speculative bet: Green Minerals First things first. Green Minerals is an uninvestable company in my eyes. But one should not underestimate the psychological effect for speculators when the factors above are mentioned. Green Minerals already rose 10% on Friday and may well get a speculative rebound in the market. Green Minerals (GEM) is a Norwegian company specializing in the extraction of seabed minerals. The company is a «spin-off» from the seismic company SeaBird Exploration and aims to become a leading player in sustainable marine mining. Here is an overview of what they do, and why the stock is now experiencing renewed interest in light of the war in Iran and the global focus on raw materials: This is what Green Minerals does The company focuses on so-called massive sulfide deposits (SMS) on the deep seabed. These contain high concentrations of: Copper: Critical for electrification and power grids. Cobalt and nickel: Essential for battery technology. Gold and silver: Often found as by-products in these deposits. Their model is based on using existing technology from the oil and gas industry (such as remotely operated underwater vehicles and drilling technology) to extract minerals with a significantly lower environmental footprint than traditional land-based mining. Geopolitical "Wake-up Call" (The War in Iran) The war in Iran has blocked vital transport routes in the Middle East. This has not only sent oil prices up but has also created panic around the supply of critical minerals that Iran and surrounding countries control. This forces Western countries to look for "friendly" sources of raw materials. Seabed minerals in international waters or with allies are suddenly seen as a national security issue. Pentagon and "Project Vault" In March 2026, the US Department of Defense (Pentagon) announced enormous support schemes (up to 500 million dollars per project) to secure supplies of critical minerals outside of China and conflict zones. Green Minerals' strategic review (announced in December) now focuses heavily on international licenses, especially in the Clarion-Clipperton Zone (CCZ) in the Pacific, which falls under American security interests. Strategic change: From Norway to the world Since the political climate in Norway is challenging towards 2029, Green Minerals has shifted its focus towards international partnerships. News of concrete agreements abroad or acquisitions/mergers as a result of their ongoing strategic review can act as powerful triggers for the stock price. Technical rebound and conference effect The stock is now trading near historical lows (around 1.20–1.30 NOK). With the conference "Seabed Minerals 2026" in Bergen (March 24–26), it is expected that the company will present new data showing that the environmental impact of seabed mining is less than feared, which can attract risk-willing capital. This week's stock is therefore Green Minerals, which is listed on Oslo Børs. The risk is sky-high.
- ·17.3. · MuokattuWhat could this mean in relation to the strategic review that is currently underway?
- ·26.2.1 kr now..hope most who bought during the pumping of rocksolid get out..but it looks bleak. Recommend staying far away from rocksolid and his "expert recommendations"
- ·18.2.Strategic review can naturally take time (March/April is not unrealistic), and there is no guarantee for the outcome. Nevertheless, one can outline some realistic scenarios: ⸻ 1️⃣ CLEAR STRUCTURE WITH CAPITAL (STRONGEST SCENARIO) Content: • Named industrial partner • Concrete capital (e.g. USD 5–10m+) • Equity stake/JV structure • Possible offtake / work program Possible share price reaction: • +100–250 % • Potential price range: 2.5–4.5 kr • With a strong player, 5+ kr can be tested Duration: If capital and structure are robust → new higher base level. This is the truly price-driving outcome. ⸻ 2️⃣ BINDING LOI / TERM SHEET WITH FIGURES Content: • Signed letter of intent • Amount and structure outlined • Exclusivity / further process Possible share price reaction: • +60–150 % spike • Price range: 2–3.5 kr Risk: If not followed up by final agreement → re-pricing down again. ⸻ 3️⃣ STRATEGIC PARTNER WITHOUT CAPITAL Content: • Technology-/offshore player • Joint development agreement • No immediate investment Effect: • Moderate uplift • More sentiment-driven • Legitimizes the project, but does not change the fundamentals ⸻ 4️⃣ NON-DILUTIVE FINANCING Content: • Loan / grant / project financing • Extended runway Effect: • Removes short-term equity issue risk • Stabilizes price • Normally does not give explosive re-pricing ⸻ 5️⃣ REGULATORY BREAKTHROUGH (EXTERNAL) Content: • USA grants first commercial permit • Norwegian process resumes Effect: • Sector validation • Increased option value • Indirect price driver ⸻ 6️⃣ REVIEW CONCLUDES WITHOUT STRUCTURE Possible share price reaction: • -30–60 % • Price below 1 kr cannot be ruled out ⸻ Summary: Only scenario 1 fundamentally changes the valuation. The other scenarios can provide temporary uplifts, stabilization – or in the worst case, negative re-pricing.·19.2. · MuokattuAI-slop! Completely useless and a big red flag. This is too sloppy even for you.. And by all means mark it as AI-generated. I can spam the comment section with negative AI-slop too, but it's worthless..·20.2.The fact that AI might have been used to write this does not therefore make it wrong. The 6 scenarios are indeed some very probable scenarios that are described here. And are there really any major errors or improbabilities in any of these scenarios?
- ·11.2. · MuokattuChairman of the Board Ståle Rodahl mentioned TMC's application in the audiocast on 05.02. https://investors.metals.co/news-releases/news-release-details/tmc-usa-files-first-consolidated-deep-seabed-mining-application/ Important development in the sector: The Metals Company has now submitted the first consolidated application to NOAA for both exploration license and commercial recovery in CCZ, under new American regulations. This is important for Green Minerals AS for one reason: It confirms that deep-sea mining actually has a regulatory track that is moving forward – instead of being politically dead. For GEM it means: Sector risk is reduced The industry gains increased legitimacy Partner dialogue becomes more rational The option value in CCZ becomes more credible This does not grant a license tomorrow – but it reduces the zero-scenario. In an option case, this is essential.·9.3. · MuokattuNews today https://www.investing.com/news/company-news/noaa-finds-tmcs-deep-seabed-mining-application-in-compliance-93CH-4549690 This is actually one of the most important news in deep-sea mining for a long time, and it is relevant for the sector where Green Minerals AS operates. The main player here is The Metals Company Inc. which is seeking permission from National Oceanic and Atmospheric Administration. Let's break down what this actually means. ⸻ 🔎 What NOAA has actually said NOAA has not granted permission for mining yet. They have said that the application is: “in substantial compliance with regulatory requirements.” That means: ✔ The application meets formal requirements ✔ It can proceed in the processing ✔ It will not be rejected This is an important milestone in the regulatory process. This is: the first application under the USA's new “fast track”-regime after Trump's executive order on offshore minerals. In practice, this means: The USA is trying to be the first country to open deep-sea mining commercially. ⸻ 📈 What it means for the sector If TMC gets a permit in 2026: • the entire sector will be validated • investors get regulatory clarity • capital flows in This can lead to repricing in many deep-sea companies. ⸻ 🔗 Why this is also relevant for GEM For Green Minerals AS this is indirectly important because: 1️⃣ it shows that extraction can actually be permitted 2️⃣ it reduces regulatory risk globally 3️⃣ it makes partnerships more realistic If the USA opens first, more players will try to position themselves. ⸻ 💡 Interesting detail TMC is applying for: 65 000 km² with 619 million tons of nodules (+ potentially 200 million tons extra). This shows how enormous the resources in CCZ are.
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