2026 Q2 -tulosraportti
Vain PDF
60 päivää sitten
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | NON | SSWM | ||
| 5 000 | NON | SHB | ||
| 22 222 | NON | NON | ||
| 20 309 | SSWM | NON | ||
| 2 000 | NON | NON |
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
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenTHE NEW PHASE AND THE CHANGED REGULATORY FRAMEWORK Yesterday's notice of an extraordinary general meeting is significantly more interesting than a routine board change. The company chooses to call an extraordinary general meeting on July 13 and simultaneously explicitly states that after the completed new share issue, it is entering a “new phase”. This is a formulation that deserves to be analyzed. To understand what this new phase might entail, one needs to look beyond individual permitting processes and study the larger shift occurring within Swedish energy and security policy. In recent years, energy supply has successively transitioned from being a traditional environmental issue to becoming an absolute core issue for total defense and national security. The Security Architecture: Sweden has integrated into NATO and simultaneously deepened strategic cooperation with the USA in areas such as energy, technology, supply preparedness, and critical infrastructure. Preparedness Mechanisms: The government is activating new state initiatives (including regulation SFS 2026:235) to strengthen physical energy preparedness and secure independence from vulnerable import nodes along the coasts. Physical Redundancy: At the same time, access to storable energy has become a prerequisite for building a robust total defense that cannot exclusively rely on an electrified grid in the event of potential hybrid warfare. In this landscape, Siljansgasen no longer appears merely as a traditional exploration project. The question instead becomes what role domestic energy resources in the interior can play in a future system where security of supply, robustness, and energy preparedness have gained an increasingly central role. That is why the upcoming board presentation becomes so interesting. If the nomination committee presents individuals with experience from, for example, total defense logistics, critical infrastructure, industrial processes, or national preparedness, it could provide important signals about how the company views its continued positioning in this new geopolitical context. The perhaps most important question until July 13 is therefore not who is leaving the board – but who is joining.
·2 päivää sittenWhat is written above so thoroughly (as far as possible for now) is what can happen secondarily; what by definition is what we are currently waiting for is the decision on the permitting of prospecting and extraction of gas and oil in Sweden, and above all within the Siljan Ring. In my naivety, I had wished that this had already happened, with a positive decision granted to us, but it seems to be delayed. The Riksdag is now to make a decision on the matter, and many of us are anxious about what the vote will yield as an outcome. Much of what has been written above here suggests that interest is great and our domestic raw materials are important for future self-consumption, independent of both Russia's and the Arab states' resources. The question is, will the decision then come hopefully before the election, but what happens to MP in the government if the blockade continues, will the decision then be postponed to the future, and how will Igrene then be able to continue its plan with the Norwegian company SAID. So far, there is no roadmap for a decision in the Riksdag, and no information from the company about an agenda-driven decision- ·29.4. · MuokattuTherefore, Affärsvärlden's warnings echo in Placera's news feed For the investor who has noted the impact of Affärsvärlden's article in Placera's general news flow, the underlying publishing structure is of analytical relevance. A review of the platform's publishing certificate reveals the following structural facts: 1. Placera's editorial news material is produced by Nya Klara Publishing – exactly the same company that publishes Affärsvärlden. 2. The responsible publisher for Placera's news feed is Peter Benson, also editor-in-chief for Affärsvärlden. We are therefore not witnessing two independent platforms independently scrutinizing the company. We are witnessing one and the same media house distributing its own sales analysis directly into the feed where small investors are expected to consume news. This is a statement of legal and structural fact, not an opinion. For a serious investor, this underscores the importance of separating editorial noise from primary data. Anyone who wants to understand the asset's true value should set aside the platform's headlines and instead focus on verified flows, the published research from Chalmers and ScienceDirect, as well as the company's physical mass balance. The mathematics are independent.
·28.4.Is the business world's analysis level as it seems to be regarding Igrene, one can do without that newspaper.- ·28.4.Why Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
·27.4.If one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.
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.
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.
2026 Q2 -tulosraportti
Vain PDF
60 päivää sitten
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenTHE NEW PHASE AND THE CHANGED REGULATORY FRAMEWORK Yesterday's notice of an extraordinary general meeting is significantly more interesting than a routine board change. The company chooses to call an extraordinary general meeting on July 13 and simultaneously explicitly states that after the completed new share issue, it is entering a “new phase”. This is a formulation that deserves to be analyzed. To understand what this new phase might entail, one needs to look beyond individual permitting processes and study the larger shift occurring within Swedish energy and security policy. In recent years, energy supply has successively transitioned from being a traditional environmental issue to becoming an absolute core issue for total defense and national security. The Security Architecture: Sweden has integrated into NATO and simultaneously deepened strategic cooperation with the USA in areas such as energy, technology, supply preparedness, and critical infrastructure. Preparedness Mechanisms: The government is activating new state initiatives (including regulation SFS 2026:235) to strengthen physical energy preparedness and secure independence from vulnerable import nodes along the coasts. Physical Redundancy: At the same time, access to storable energy has become a prerequisite for building a robust total defense that cannot exclusively rely on an electrified grid in the event of potential hybrid warfare. In this landscape, Siljansgasen no longer appears merely as a traditional exploration project. The question instead becomes what role domestic energy resources in the interior can play in a future system where security of supply, robustness, and energy preparedness have gained an increasingly central role. That is why the upcoming board presentation becomes so interesting. If the nomination committee presents individuals with experience from, for example, total defense logistics, critical infrastructure, industrial processes, or national preparedness, it could provide important signals about how the company views its continued positioning in this new geopolitical context. The perhaps most important question until July 13 is therefore not who is leaving the board – but who is joining.·2 päivää sittenWhat is written above so thoroughly (as far as possible for now) is what can happen secondarily; what by definition is what we are currently waiting for is the decision on the permitting of prospecting and extraction of gas and oil in Sweden, and above all within the Siljan Ring. In my naivety, I had wished that this had already happened, with a positive decision granted to us, but it seems to be delayed. The Riksdag is now to make a decision on the matter, and many of us are anxious about what the vote will yield as an outcome. Much of what has been written above here suggests that interest is great and our domestic raw materials are important for future self-consumption, independent of both Russia's and the Arab states' resources. The question is, will the decision then come hopefully before the election, but what happens to MP in the government if the blockade continues, will the decision then be postponed to the future, and how will Igrene then be able to continue its plan with the Norwegian company SAID. So far, there is no roadmap for a decision in the Riksdag, and no information from the company about an agenda-driven decision
- ·29.4. · MuokattuTherefore, Affärsvärlden's warnings echo in Placera's news feed For the investor who has noted the impact of Affärsvärlden's article in Placera's general news flow, the underlying publishing structure is of analytical relevance. A review of the platform's publishing certificate reveals the following structural facts: 1. Placera's editorial news material is produced by Nya Klara Publishing – exactly the same company that publishes Affärsvärlden. 2. The responsible publisher for Placera's news feed is Peter Benson, also editor-in-chief for Affärsvärlden. We are therefore not witnessing two independent platforms independently scrutinizing the company. We are witnessing one and the same media house distributing its own sales analysis directly into the feed where small investors are expected to consume news. This is a statement of legal and structural fact, not an opinion. For a serious investor, this underscores the importance of separating editorial noise from primary data. Anyone who wants to understand the asset's true value should set aside the platform's headlines and instead focus on verified flows, the published research from Chalmers and ScienceDirect, as well as the company's physical mass balance. The mathematics are independent.
- ·28.4.Is the business world's analysis level as it seems to be regarding Igrene, one can do without that newspaper.
- ·28.4.Why Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
- ·27.4.If one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.
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
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 5 000 | NON | SSWM | ||
| 5 000 | NON | SHB | ||
| 22 222 | NON | NON | ||
| 20 309 | SSWM | NON | ||
| 2 000 | NON | NON |
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 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
2026 Q2 -tulosraportti
Vain PDF
60 päivää sitten
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: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 17.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 8.4. | ||
2026 Q1 -tulosraportti 16.1. | ||
2025 Q4 -tulosraportti 17.10.2025 | ||
2025 Q3 -tulosraportti 18.7.2025 | ||
2025 Q2 -tulosraportti 15.4.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenTHE NEW PHASE AND THE CHANGED REGULATORY FRAMEWORK Yesterday's notice of an extraordinary general meeting is significantly more interesting than a routine board change. The company chooses to call an extraordinary general meeting on July 13 and simultaneously explicitly states that after the completed new share issue, it is entering a “new phase”. This is a formulation that deserves to be analyzed. To understand what this new phase might entail, one needs to look beyond individual permitting processes and study the larger shift occurring within Swedish energy and security policy. In recent years, energy supply has successively transitioned from being a traditional environmental issue to becoming an absolute core issue for total defense and national security. The Security Architecture: Sweden has integrated into NATO and simultaneously deepened strategic cooperation with the USA in areas such as energy, technology, supply preparedness, and critical infrastructure. Preparedness Mechanisms: The government is activating new state initiatives (including regulation SFS 2026:235) to strengthen physical energy preparedness and secure independence from vulnerable import nodes along the coasts. Physical Redundancy: At the same time, access to storable energy has become a prerequisite for building a robust total defense that cannot exclusively rely on an electrified grid in the event of potential hybrid warfare. In this landscape, Siljansgasen no longer appears merely as a traditional exploration project. The question instead becomes what role domestic energy resources in the interior can play in a future system where security of supply, robustness, and energy preparedness have gained an increasingly central role. That is why the upcoming board presentation becomes so interesting. If the nomination committee presents individuals with experience from, for example, total defense logistics, critical infrastructure, industrial processes, or national preparedness, it could provide important signals about how the company views its continued positioning in this new geopolitical context. The perhaps most important question until July 13 is therefore not who is leaving the board – but who is joining.·2 päivää sittenWhat is written above so thoroughly (as far as possible for now) is what can happen secondarily; what by definition is what we are currently waiting for is the decision on the permitting of prospecting and extraction of gas and oil in Sweden, and above all within the Siljan Ring. In my naivety, I had wished that this had already happened, with a positive decision granted to us, but it seems to be delayed. The Riksdag is now to make a decision on the matter, and many of us are anxious about what the vote will yield as an outcome. Much of what has been written above here suggests that interest is great and our domestic raw materials are important for future self-consumption, independent of both Russia's and the Arab states' resources. The question is, will the decision then come hopefully before the election, but what happens to MP in the government if the blockade continues, will the decision then be postponed to the future, and how will Igrene then be able to continue its plan with the Norwegian company SAID. So far, there is no roadmap for a decision in the Riksdag, and no information from the company about an agenda-driven decision
- ·29.4. · MuokattuTherefore, Affärsvärlden's warnings echo in Placera's news feed For the investor who has noted the impact of Affärsvärlden's article in Placera's general news flow, the underlying publishing structure is of analytical relevance. A review of the platform's publishing certificate reveals the following structural facts: 1. Placera's editorial news material is produced by Nya Klara Publishing – exactly the same company that publishes Affärsvärlden. 2. The responsible publisher for Placera's news feed is Peter Benson, also editor-in-chief for Affärsvärlden. We are therefore not witnessing two independent platforms independently scrutinizing the company. We are witnessing one and the same media house distributing its own sales analysis directly into the feed where small investors are expected to consume news. This is a statement of legal and structural fact, not an opinion. For a serious investor, this underscores the importance of separating editorial noise from primary data. Anyone who wants to understand the asset's true value should set aside the platform's headlines and instead focus on verified flows, the published research from Chalmers and ScienceDirect, as well as the company's physical mass balance. The mathematics are independent.
- ·28.4.Is the business world's analysis level as it seems to be regarding Igrene, one can do without that newspaper.
- ·28.4.Why Affärsvärlden misses the industrial calculation in Siljan! Affärsvärlden's latest article illustrates a structural problem in how traditional players analyze industrial paradigm shifts. By exclusively looking in the rearview mirror – at historical exploration costs and protracted permitting processes – they completely fail to value the company's strategic shift towards local processing and the new geopolitical reality. They reduce the asset to a geological debate about microorganisms and dismiss the potential as "pseudoscience". This is a directly unsubstantiated claim. The gas composition and processing via ColdSpark have been validated in collaboration with researchers at Chalmers and Linnéuniversitetet. That a single reporter believes they can invalidate the country's most prominent technical institutions illustrates the fundamental ignorance in the review. When Affärsvärlden furthermore uses unscientific terms like "gas pockets", they reveal a total lack of technical understanding. A verified, sustained flow of 2,000 Nm³ per hour over weeks from a single well requires volumes and pressures that are physically incompatible with an isolated biogenic pocket. This actual measurement data instead confirms an underlying, large-scale system. That the newspaper lacks the competence to understand this physics explains the deeply flawed analysis. To understand the asset's true potential, one must model the future based on physical mass balance and industrial reference prices. Below is a base-case scenario to illustrate the justified company valuation at an extremely conservative valuation (P/E 10). 1. Parameters for the base-case scenario (Physical facts) • Production: 5 wells with a continuous flow of 2,000 Nm³ methane per hour. • Annual volume: 86.4 million Nm³ raw gas. • Mass: With methane gas density of 0.656 kg per m³, this yields an annual production of approx. 56,678 tons of methane. • Margin: The company's estimated gross margin is 85–90%, driven by extremely low OPEX. 2. Step 1: The Base Business – Raw Gas as a Critical Security Resource Sweden is currently heavily import-dependent on methane; without secure access, the steel industry halts, which paralyzes the domestic defense industry. Upon liquefaction to LNG and a conservative price of 30 SEK/kg: • Revenue (5 wells): 1.7 billion SEK. • Annual profit (90% margin): approx. 1.5 billion SEK. • Justified company valuation (P/E 10): 15 billion SEK. 3. Step 2: The Value Multiple via ColdSpark (Hydrogen + Solid Carbon) ColdSpark is the industrial leverage applied to the raw gas. According to the chemical mass balance, 4 kg methane → 3 kg solid carbon + 1 kg hydrogen (H₂). For 56,678 tons of methane, this yields an annual return of: • Hydrogen (H₂): 14,169 tons at 70 SEK/kg = 992 MSEK. • Solid carbon (C): 42,509 tons at 30 SEK/kg = 1.27 billion SEK. • Total revenue (5 wells): 2.26 billion SEK. • Annual profit (approx. 90% margin): approx. 2.0 billion SEK. • Justified company valuation (P/E 10): 20 billion SEK. With an upscaling to 50 wells, the justified company valuation rises to 200 billion SEK according to the same conservative multiple. Note on valuation multiples: Applying P/E 10 to the ColdSpark business is deliberately defensive – it is a penalty valuation applied to traditional fossil extraction. When the company, through processing, transitions to industrial gas and specialty chemicals, the industry standard for global players (like Linde or Air Liquide) is a P/E ratio of 20–30. If the ESG and growth premium that the market assigns to green transition technology is added, we are talking about multiples north of 30. By only calculating with P/E 10, it is demonstrated that the industrial calculation is unassailable even in the market's most pessimistic valuation scenario. 4. Offtake Market: Survival and Independence The global situation has changed; national survival and domestic production are now the highest priority. The largest customer, the steel industry in the Borlänge region, is located within only a 100 km radius. This geographical proximity eliminates logistics chains and secures the industry's critical needs. Add to that the total defense's need for energy security, and the commercial risk is reduced to a minimum. Conclusion Analyzing historical bureaucracy is journalism. Valuing a verified strategic asset based on its geopolitical necessity, extreme profit margins, and direct proximity to Europe's most significant customers – that is analysis. The math doesn't lie. A company with the potential to generate billion-kronor profits with a 90 percent margin cannot be valued based on historical administrative costs. It is based on these industrial parameters that risk/reward must be assessed.
- ·27.4.If one is an Investor in Igrene, I assume one has read this from Vattenfall: https://historia.vattenfall.se/stories/fran-vattenkraft-till-solceller/fossila-branslen-pa-agendan/ I just took a critical stance and searched on AI why Vattenfall stopped searching for gas in Siljansringen. Vattenfall stopped the search for deep gas in Dalarna (known as [Dala Djupgas-projektet) in the late 1980s, primarily because the project did not find gas in commercially viable quantities. Vattenfall Vattenfall Here are the main reasons: Lack of results: After drilling one of the world's deepest holes (6,770 meters) in Siljansringen, a meteorite crater, large quantities of natural gas, as theories had predicted, were not found. Economically unprofitable: The project became too expensive in relation to the lack of yield. Shift in energy focus: In the period after the 1980s, Vattenfall strategically shifted focus, and the task of searching for fossil fuels like natural gas was deprioritized. At the time Vattenfall was searching for natural gas, were they aware that the gas is renewable? Conclusion: I believe that it was stopped because Nuclear power is more profitable and the Swedish government focused more on this energy. Perspective: I take the liberty of referring to MXRobban's post, which describes the situation regarding Igrene formidably. Global crisis = New times.
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
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| 5 000 | NON | SSWM | ||
| 5 000 | NON | SHB | ||
| 22 222 | NON | NON | ||
| 20 309 | SSWM | NON | ||
| 2 000 | NON | NON |
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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