Minesto AB (publ) (MINEST)

Nasdaq First North Growth Market | Energy | Renewable energy (tidal and ocean current power)
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Signal
NEUTRAL
Sentiment
5/10
Risk
8/10
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Minesto AB develops marine power systems (“Dragon”) that generate electricity from tidal and ocean currents using underwater kites. The company is in early commercialization with limited/no meaningful product revenue and depends on funding to scale into arrays (parks).
Exchange
Nasdaq First North Growth Market
Type
Energy
Sector
Renewable energy (tidal and ocean current power)
Market Cap
$20M

9 days ago 5 May 2026

Market sentiment

Overall sentiment is **neutral to slightly negative**: investors like the technical progress but remain concerned about lack of revenues and future funding needs. Near-term tone is stabilizing, but there is no clear long-term uptrend.

Why NEUTRAL ?

- **REVIEW** because operations show progress (Dragon 4/12) but the company remains **pre-revenue** with high execution risk. - The next key datapoint is the **Q1 report** (cash, burn rate, project status). - Upside likely requires clear steps toward **committed financing/FID** for the 10 MW array.
  • Wait on new buys; hold only a small speculative position (e.g., 1–2% of portfolio) until financing/FID becomes clearer.

Recent News

  • On May 4, 2026 Minesto released its Q1 report: net sales 0, other income SEK 5.6m (capitalised own work), operating result SEK -7.1m and cash SEK 50.1m. Dragon 12 (1.2 MW) was brought ashore after ~10 months in Vestmannasund for inspection and is in parking mode due to unexpected maintenance on the local workboat; Dragon 4 (100 kW) remains installed and continues delivering electricity to the Faroese grid. The company reiterates progress toward partnerships across multiple markets and ongoing EIB advisory work targeting EUR 25m to finance a 10 MW Dragon Farm in EU waters.

Bull case

- **Operational validation**: Dragon 4 is producing electricity to the grid in the Faroe Islands. - **Reporting catalyst**: the Q1 report may clarify cost and execution progress.
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Bear case

- **Pre-revenue**: limited/no product revenue can weigh on the stock.
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Catalysts

21 May 2026 — AGM 2026

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Dilution Risk

Assessment: Medium

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Minesto AB (publ) (MINEST)
NEUTRAL
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