Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
No stock exchange announcement this week probably means they are working on a major strategy update.
It has been quiet for a long time, almost 4mnd, and that strengthens the probability that the next announcement is big.
The share price development is incidentally exactly as expected. Many probably thought an announcement would come during the week.
So, holding on here and not losing money is your strong suit?
Explain
It looks like you are approaching a 40% loss in this one.
I believe the company will give up and close down/go bankrupt.
Then the shareholders can divide among themselves the remaining 2 million kroner cash the company has.
I think there is more to gain by realizing before New Year before it goes to 0
What are they going to say then. The cash is empty and the company has 0 jobs/ projects. Time to take the company off the stock exchange. An illusion from Sbx 5 years back, 5 wasted years for naive shareholders, large stock losses and exactly where it started.
The annual report states that GEM gets access to around 65 MUSD in geodata from Norwegian authorities, free of charge, and that this PPP arrangement on the Norwegian continental shelf is the main reason they focus on Norway. Internationally, they currently only have an MoU in CCZ, not operational licenses. It is not a given that it is "easy" or cheap to copy this out in the world? there they have to pay for data, licenses and their own campaigns?
Unfortunately, that's how it has become. But they have never had a license in Norway, only an opportunity.
They must to a greater extent get the MoU formalized, and also focus on new areas via partnerships etc.
Leifjord. If you can't see a single opportunity in GEM going forward, then perhaps you should consider checking out some other stocks?
https://www.dn.no/utenriks/-gigantisk-seier-for-naturen/2-1-1910466
"– Gigantic victory for nature
WWF World Wide Fund for Nature believes the budget agreement is a gigantic victory for nature and the deep sea.
– By halting plans for seabed mining, the Storting has averted what could have become the largest environmental intervention in Norway's history, says Secretary General Karoline Andaur in a comment to DN on Wednesday night.
The Storting has put seabed mining on hold for the period.
– They have thereby averted what could have become Norway's largest environmental intervention. It is a wise decision, and fantastic news for nature in the deep sea, she says.
She believes the agreement means important progress on climate, and the restructuring commission that MDG and SV have put in place must mark the start of a planned and managed transition away from oil and gas,
– MDG and SV have shown that emission cuts and the future of Norwegian oil and gas will now be taken seriously by the Storting. The restructuring commission that has now been agreed upon must become a turning point and mark the start of a planned, managed, and fair transition away from oil and gas in line with Norway's climate commitments. The fact that the agreement lacks concrete limitations in oil policy must be the last time."
I am well aware of such "ATM" agreements. Similar to what Circio and SoftoX have. GEM fortunately has very low cash burn and would never have utilized the agreement at these levels. But as soon as they announce something market-moving that also triggers a need for capital, it might be relevant to utilize it again.
There's no point in casting doubt on, for example, the financing agreement they actually have in place, which is just as "valid" now as it was a few days ago. And I also believe most people have now realized that there has been a no for the next 4 years for mineral extraction in Norway and that Bitcoin has had a correction (A correction that perhaps should be used for buying in combination with other news?). So one should rather look forward until a clarifying message comes from the company.
The investment in green transition and technology is stalling because politicians are stuck in the oil age. Short-term gain over long-term economic sustainability will always be the priority of politics, because politicians need economic growth and prosperity during their term. The oil industry will likely be halved by 2040 and Norway needs someone who plans for this. Facilitating activity to replace the oil industry is absolutely crucial. MDG has understood that we need long-term management and planning, and that is important, but they may not have fully understood the consequence of oil revenues eventually disappearing. I think they are shooting themselves in the foot by stopping the extraction of resources from the seabed. Surely it must be possible to set frameworks that provide sound and long-term management here too?
Worth recalling some facts:
The budget outcome this weekend was not a shock for the company, and it is natural to assume that GEM has worked on alternative strategies over time. They have already signaled international expansion (CCZ) in several previous announcements – so this does not change the operational situation.
The share price drop is more a result of fear and low liquidity than fundamental changes. The company still has financing flexibility of up to 250 MNOK, a low burn rate and an MoU in one of the world's most attractive mineral areas.
It is also common for listed companies to need some time after political decisions to coordinate messages, clarify MAR regulations and ensure that announcements are correct. That nothing came at 07:00 today does not mean that work is not being done internally. Updates often come later in the day or in the next few days.
Technically, the stock is now in a capitulation zone, and historically such drops have been followed by rebounds when the market calms down.
To clarify the discussion around Green Minerals now after this weekend's political decision.
What you write about the market overreacting may be correct, but your argumentation skips an important factor. The company is in a completely different position than when the share price had its previous peaks. Using historical price levels as a reference now therefore gives a misleading picture.
There are three objective changes that make the previous price not relevant as a benchmark.
1. The core area in Norway is weakened by political decision
Green Minerals has never had a Norwegian license, but the entire narrative was built around the possibility of a Norwegian position and a regulated framework. That option has now been removed for a long time. When a central strategic opportunity disappears, the expected value falls. That is common for early-stage companies.
2. Risk and valuation must be adjusted accordingly
The market prices companies based on the probability of future cash flow from actual opportunities. When the Norwegian option is gone, the value must be re-evaluated to cash holdings, international ambitions, and actual negotiating positions. International efforts in CCZ are still only a potential track without documented regulatory progress.
3. Previous price is not an argument for future upside
Old peaks reflected a different risk profile and other preconditions. When the framework conditions change fundamentally, historical prices lose explanatory power. This method is not used in academic valuation, precisely because price reflects the expectations prevailing at that time.
That does not mean that GEM is worthless. It means that the case must be re-analyzed based on today's actual opportunities, not based on previous prices from a different strategic reality.
The decisive factor now will be documented progress in CCZ, real rights, and concrete agreements. Without that, the market will continue to price in high risk, regardless of what the share price once was.
I think we just have to wait for what the company reports about the new strategy.
1
Näytä vielä 1 kommentti
Näytä 1 vastaus
Näytä enemmän
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 ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
25 elo 17.02
∙
Osakeuutinen
Green Minerals AS: Resignation of Board Member
25 elo 17.02
∙
Lehdistötiedote
GEM: Resignation of Board Member
25 elo 17.02
∙
Lehdistötiedote
Resignation of Board Member
18 elo 20.25
∙
Osakeuutinen
Green Minerals AS: Green Minerals Closes Put Option Notice and increases share capital
18 elo 20.25
∙
Lehdistötiedote
GEM: Green Minerals Closes Put Option Notice and increases share capital
18 elo 20.25
∙
Lehdistötiedote
Green Minerals Closes Put Option Notice and increases share capital
7 elo 06.00
∙
Osakeuutinen
Green Minerals AS: Green Minerals – 2Q/2025 Report and Presentation
7 elo 06.00
∙
Lehdistötiedote
Green Minerals - 2Q/2025 Report and Presentation
7 elo 06.00
∙
Lehdistötiedote
Green Minerals – 2Q/2025 Report and Presentation
4 elo 13.56
∙
Osakeuutinen
Green Minerals AS: Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 elo 13.56
∙
Lehdistötiedote
Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 elo 13.56
∙
Lehdistötiedote
Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 heinä 07.49
∙
Osakeuutinen
HILBERT GROUP: BÖRJAR MED BITCOIN TREASURY-STRATEGI
3 heinä 10.24
∙
Lehdistötiedote
GEM: Green Minerals Exercises on Put Option Agreement with LDA
3 heinä 10.24
∙
Osakeuutinen
Green Minerals AS: Green Minerals Exercises on Put Option Agreement with LDA
3 heinä 10.24
∙
Lehdistötiedote
Green Minerals Exercises on Put Option Agreement with LDA
2 heinä 04.08
∙
Osakeuutinen
Green Minerals AS: Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
2 heinä 04.08
∙
Lehdistötiedote
GEM: Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
2 heinä 04.08
∙
Lehdistötiedote
Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
25 kesä 05.00
∙
Lehdistötiedote
GEM: Green Minerals Completes Initial Bitcoin Purchase
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
2025 Q3 -tulosraportti
33 päivää sitten
Uutiset ja analyysit
Uutiset ja lehdistötiedotteet
Analyysit
25 elo 17.02
∙
Osakeuutinen
Green Minerals AS: Resignation of Board Member
25 elo 17.02
∙
Lehdistötiedote
GEM: Resignation of Board Member
25 elo 17.02
∙
Lehdistötiedote
Resignation of Board Member
18 elo 20.25
∙
Osakeuutinen
Green Minerals AS: Green Minerals Closes Put Option Notice and increases share capital
18 elo 20.25
∙
Lehdistötiedote
GEM: Green Minerals Closes Put Option Notice and increases share capital
18 elo 20.25
∙
Lehdistötiedote
Green Minerals Closes Put Option Notice and increases share capital
7 elo 06.00
∙
Osakeuutinen
Green Minerals AS: Green Minerals – 2Q/2025 Report and Presentation
7 elo 06.00
∙
Lehdistötiedote
Green Minerals - 2Q/2025 Report and Presentation
7 elo 06.00
∙
Lehdistötiedote
Green Minerals – 2Q/2025 Report and Presentation
4 elo 13.56
∙
Osakeuutinen
Green Minerals AS: Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 elo 13.56
∙
Lehdistötiedote
Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 elo 13.56
∙
Lehdistötiedote
Green Minerals: Invitation to Presentation of Second-Quarter Results for 2025
4 heinä 07.49
∙
Osakeuutinen
HILBERT GROUP: BÖRJAR MED BITCOIN TREASURY-STRATEGI
3 heinä 10.24
∙
Lehdistötiedote
GEM: Green Minerals Exercises on Put Option Agreement with LDA
3 heinä 10.24
∙
Osakeuutinen
Green Minerals AS: Green Minerals Exercises on Put Option Agreement with LDA
3 heinä 10.24
∙
Lehdistötiedote
Green Minerals Exercises on Put Option Agreement with LDA
2 heinä 04.08
∙
Osakeuutinen
Green Minerals AS: Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
2 heinä 04.08
∙
Lehdistötiedote
GEM: Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
2 heinä 04.08
∙
Lehdistötiedote
Green Minerals AS Signs NOK 250 Million Structured Financing Agreement aimed at its Bitcoin Treasury strategy
25 kesä 05.00
∙
Lehdistötiedote
GEM: Green Minerals Completes Initial Bitcoin Purchase
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
No stock exchange announcement this week probably means they are working on a major strategy update.
It has been quiet for a long time, almost 4mnd, and that strengthens the probability that the next announcement is big.
The share price development is incidentally exactly as expected. Many probably thought an announcement would come during the week.
So, holding on here and not losing money is your strong suit?
Explain
It looks like you are approaching a 40% loss in this one.
I believe the company will give up and close down/go bankrupt.
Then the shareholders can divide among themselves the remaining 2 million kroner cash the company has.
I think there is more to gain by realizing before New Year before it goes to 0
What are they going to say then. The cash is empty and the company has 0 jobs/ projects. Time to take the company off the stock exchange. An illusion from Sbx 5 years back, 5 wasted years for naive shareholders, large stock losses and exactly where it started.
The annual report states that GEM gets access to around 65 MUSD in geodata from Norwegian authorities, free of charge, and that this PPP arrangement on the Norwegian continental shelf is the main reason they focus on Norway. Internationally, they currently only have an MoU in CCZ, not operational licenses. It is not a given that it is "easy" or cheap to copy this out in the world? there they have to pay for data, licenses and their own campaigns?
Unfortunately, that's how it has become. But they have never had a license in Norway, only an opportunity.
They must to a greater extent get the MoU formalized, and also focus on new areas via partnerships etc.
Leifjord. If you can't see a single opportunity in GEM going forward, then perhaps you should consider checking out some other stocks?
https://www.dn.no/utenriks/-gigantisk-seier-for-naturen/2-1-1910466
"– Gigantic victory for nature
WWF World Wide Fund for Nature believes the budget agreement is a gigantic victory for nature and the deep sea.
– By halting plans for seabed mining, the Storting has averted what could have become the largest environmental intervention in Norway's history, says Secretary General Karoline Andaur in a comment to DN on Wednesday night.
The Storting has put seabed mining on hold for the period.
– They have thereby averted what could have become Norway's largest environmental intervention. It is a wise decision, and fantastic news for nature in the deep sea, she says.
She believes the agreement means important progress on climate, and the restructuring commission that MDG and SV have put in place must mark the start of a planned and managed transition away from oil and gas,
– MDG and SV have shown that emission cuts and the future of Norwegian oil and gas will now be taken seriously by the Storting. The restructuring commission that has now been agreed upon must become a turning point and mark the start of a planned, managed, and fair transition away from oil and gas in line with Norway's climate commitments. The fact that the agreement lacks concrete limitations in oil policy must be the last time."
I am well aware of such "ATM" agreements. Similar to what Circio and SoftoX have. GEM fortunately has very low cash burn and would never have utilized the agreement at these levels. But as soon as they announce something market-moving that also triggers a need for capital, it might be relevant to utilize it again.
There's no point in casting doubt on, for example, the financing agreement they actually have in place, which is just as "valid" now as it was a few days ago. And I also believe most people have now realized that there has been a no for the next 4 years for mineral extraction in Norway and that Bitcoin has had a correction (A correction that perhaps should be used for buying in combination with other news?). So one should rather look forward until a clarifying message comes from the company.
The investment in green transition and technology is stalling because politicians are stuck in the oil age. Short-term gain over long-term economic sustainability will always be the priority of politics, because politicians need economic growth and prosperity during their term. The oil industry will likely be halved by 2040 and Norway needs someone who plans for this. Facilitating activity to replace the oil industry is absolutely crucial. MDG has understood that we need long-term management and planning, and that is important, but they may not have fully understood the consequence of oil revenues eventually disappearing. I think they are shooting themselves in the foot by stopping the extraction of resources from the seabed. Surely it must be possible to set frameworks that provide sound and long-term management here too?
Worth recalling some facts:
The budget outcome this weekend was not a shock for the company, and it is natural to assume that GEM has worked on alternative strategies over time. They have already signaled international expansion (CCZ) in several previous announcements – so this does not change the operational situation.
The share price drop is more a result of fear and low liquidity than fundamental changes. The company still has financing flexibility of up to 250 MNOK, a low burn rate and an MoU in one of the world's most attractive mineral areas.
It is also common for listed companies to need some time after political decisions to coordinate messages, clarify MAR regulations and ensure that announcements are correct. That nothing came at 07:00 today does not mean that work is not being done internally. Updates often come later in the day or in the next few days.
Technically, the stock is now in a capitulation zone, and historically such drops have been followed by rebounds when the market calms down.
To clarify the discussion around Green Minerals now after this weekend's political decision.
What you write about the market overreacting may be correct, but your argumentation skips an important factor. The company is in a completely different position than when the share price had its previous peaks. Using historical price levels as a reference now therefore gives a misleading picture.
There are three objective changes that make the previous price not relevant as a benchmark.
1. The core area in Norway is weakened by political decision
Green Minerals has never had a Norwegian license, but the entire narrative was built around the possibility of a Norwegian position and a regulated framework. That option has now been removed for a long time. When a central strategic opportunity disappears, the expected value falls. That is common for early-stage companies.
2. Risk and valuation must be adjusted accordingly
The market prices companies based on the probability of future cash flow from actual opportunities. When the Norwegian option is gone, the value must be re-evaluated to cash holdings, international ambitions, and actual negotiating positions. International efforts in CCZ are still only a potential track without documented regulatory progress.
3. Previous price is not an argument for future upside
Old peaks reflected a different risk profile and other preconditions. When the framework conditions change fundamentally, historical prices lose explanatory power. This method is not used in academic valuation, precisely because price reflects the expectations prevailing at that time.
That does not mean that GEM is worthless. It means that the case must be re-analyzed based on today's actual opportunities, not based on previous prices from a different strategic reality.
The decisive factor now will be documented progress in CCZ, real rights, and concrete agreements. Without that, the market will continue to price in high risk, regardless of what the share price once was.
I think we just have to wait for what the company reports about the new strategy.
1
Näytä vielä 1 kommentti
Näytä 1 vastaus
Näytä enemmän
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
2 758
1,305
Myynti
Määrä
1,435
18 857
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Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
1,35
3 624
-
-
1,35
922
-
-
1,35
3 216
-
-
1,4
1 500
-
-
1,4
57
-
-
Ylin
1,5
VWAP
-
Alin
1,34
VaihtoMäärä
0,1 39 833
VWAP
-
Ylin
1,5
Alin
1,34
VaihtoMäärä
0,1 39 833
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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
Näytä kaikki
Seuraava tapahtuma
2025 Q4 -tulosraportti
5.2.2026
Menneet tapahtumat
2025 Q3 -tulosraportti
5.11.
2025 Q2 -tulosraportti
7.8.
2025 Q1 -tulosraportti
8.5.
2024 Q4 -tulosraportti
18.2.
2024 Q3 -tulosraportti
7.11.2024
Datan lähde: Quartr, FactSet
Tuotteita joiden kohde-etuutena tämä arvopaperi
Sertifikaatit
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
No stock exchange announcement this week probably means they are working on a major strategy update.
It has been quiet for a long time, almost 4mnd, and that strengthens the probability that the next announcement is big.
The share price development is incidentally exactly as expected. Many probably thought an announcement would come during the week.
So, holding on here and not losing money is your strong suit?
Explain
It looks like you are approaching a 40% loss in this one.
I believe the company will give up and close down/go bankrupt.
Then the shareholders can divide among themselves the remaining 2 million kroner cash the company has.
I think there is more to gain by realizing before New Year before it goes to 0
What are they going to say then. The cash is empty and the company has 0 jobs/ projects. Time to take the company off the stock exchange. An illusion from Sbx 5 years back, 5 wasted years for naive shareholders, large stock losses and exactly where it started.
The annual report states that GEM gets access to around 65 MUSD in geodata from Norwegian authorities, free of charge, and that this PPP arrangement on the Norwegian continental shelf is the main reason they focus on Norway. Internationally, they currently only have an MoU in CCZ, not operational licenses. It is not a given that it is "easy" or cheap to copy this out in the world? there they have to pay for data, licenses and their own campaigns?
Unfortunately, that's how it has become. But they have never had a license in Norway, only an opportunity.
They must to a greater extent get the MoU formalized, and also focus on new areas via partnerships etc.
Leifjord. If you can't see a single opportunity in GEM going forward, then perhaps you should consider checking out some other stocks?
https://www.dn.no/utenriks/-gigantisk-seier-for-naturen/2-1-1910466
"– Gigantic victory for nature
WWF World Wide Fund for Nature believes the budget agreement is a gigantic victory for nature and the deep sea.
– By halting plans for seabed mining, the Storting has averted what could have become the largest environmental intervention in Norway's history, says Secretary General Karoline Andaur in a comment to DN on Wednesday night.
The Storting has put seabed mining on hold for the period.
– They have thereby averted what could have become Norway's largest environmental intervention. It is a wise decision, and fantastic news for nature in the deep sea, she says.
She believes the agreement means important progress on climate, and the restructuring commission that MDG and SV have put in place must mark the start of a planned and managed transition away from oil and gas,
– MDG and SV have shown that emission cuts and the future of Norwegian oil and gas will now be taken seriously by the Storting. The restructuring commission that has now been agreed upon must become a turning point and mark the start of a planned, managed, and fair transition away from oil and gas in line with Norway's climate commitments. The fact that the agreement lacks concrete limitations in oil policy must be the last time."
I am well aware of such "ATM" agreements. Similar to what Circio and SoftoX have. GEM fortunately has very low cash burn and would never have utilized the agreement at these levels. But as soon as they announce something market-moving that also triggers a need for capital, it might be relevant to utilize it again.
There's no point in casting doubt on, for example, the financing agreement they actually have in place, which is just as "valid" now as it was a few days ago. And I also believe most people have now realized that there has been a no for the next 4 years for mineral extraction in Norway and that Bitcoin has had a correction (A correction that perhaps should be used for buying in combination with other news?). So one should rather look forward until a clarifying message comes from the company.
The investment in green transition and technology is stalling because politicians are stuck in the oil age. Short-term gain over long-term economic sustainability will always be the priority of politics, because politicians need economic growth and prosperity during their term. The oil industry will likely be halved by 2040 and Norway needs someone who plans for this. Facilitating activity to replace the oil industry is absolutely crucial. MDG has understood that we need long-term management and planning, and that is important, but they may not have fully understood the consequence of oil revenues eventually disappearing. I think they are shooting themselves in the foot by stopping the extraction of resources from the seabed. Surely it must be possible to set frameworks that provide sound and long-term management here too?
Worth recalling some facts:
The budget outcome this weekend was not a shock for the company, and it is natural to assume that GEM has worked on alternative strategies over time. They have already signaled international expansion (CCZ) in several previous announcements – so this does not change the operational situation.
The share price drop is more a result of fear and low liquidity than fundamental changes. The company still has financing flexibility of up to 250 MNOK, a low burn rate and an MoU in one of the world's most attractive mineral areas.
It is also common for listed companies to need some time after political decisions to coordinate messages, clarify MAR regulations and ensure that announcements are correct. That nothing came at 07:00 today does not mean that work is not being done internally. Updates often come later in the day or in the next few days.
Technically, the stock is now in a capitulation zone, and historically such drops have been followed by rebounds when the market calms down.
To clarify the discussion around Green Minerals now after this weekend's political decision.
What you write about the market overreacting may be correct, but your argumentation skips an important factor. The company is in a completely different position than when the share price had its previous peaks. Using historical price levels as a reference now therefore gives a misleading picture.
There are three objective changes that make the previous price not relevant as a benchmark.
1. The core area in Norway is weakened by political decision
Green Minerals has never had a Norwegian license, but the entire narrative was built around the possibility of a Norwegian position and a regulated framework. That option has now been removed for a long time. When a central strategic opportunity disappears, the expected value falls. That is common for early-stage companies.
2. Risk and valuation must be adjusted accordingly
The market prices companies based on the probability of future cash flow from actual opportunities. When the Norwegian option is gone, the value must be re-evaluated to cash holdings, international ambitions, and actual negotiating positions. International efforts in CCZ are still only a potential track without documented regulatory progress.
3. Previous price is not an argument for future upside
Old peaks reflected a different risk profile and other preconditions. When the framework conditions change fundamentally, historical prices lose explanatory power. This method is not used in academic valuation, precisely because price reflects the expectations prevailing at that time.
That does not mean that GEM is worthless. It means that the case must be re-analyzed based on today's actual opportunities, not based on previous prices from a different strategic reality.
The decisive factor now will be documented progress in CCZ, real rights, and concrete agreements. Without that, the market will continue to price in high risk, regardless of what the share price once was.
I think we just have to wait for what the company reports about the new strategy.
1
Näytä vielä 1 kommentti
Näytä 1 vastaus
Näytä enemmän
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
2 758
1,305
Myynti
Määrä
1,435
18 857
Viimeisimmät kaupat
Näytä enemmän
Aika
Hinta
Määrä
Ostaja
Myyjä
1,35
3 624
-
-
1,35
922
-
-
1,35
3 216
-
-
1,4
1 500
-
-
1,4
57
-
-
Ylin
1,5
VWAP
-
Alin
1,34
VaihtoMäärä
0,1 39 833
VWAP
-
Ylin
1,5
Alin
1,34
VaihtoMäärä
0,1 39 833
Tietoa osakekaupankäyntiin liittyvistä riskeistä
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.