Why HOLD?
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Summary
1.
Sentiment has stabilized and modestly improved on the MobileMT contract and financial update, but remains highly sensitive to Sweden’s alum shale/municipal veto regulatory process.
2.
The prior 'add' leaned on improving uranium policy and asymmetric upside. The case is now more binary because Viken is an alum shale project and a new veto/regime could delay or block development. Given the sharp negative price reaction and elevated policy uncertainty, it’s prudent to reassess positioning until the review’s direction and timeline are clearer.
3.
Bull case: Kort sikt (1-3 mån):
- Spekulation inför riksdagsbeslut om att häva **uranförbudet** i Sverige.
- Positiva signaler från regeringen och energiministern fungerar som bränsle.
- Tekniskt momentum vid positiva politiska uttalanden.
Latest news
Mar 8, 2026: In an industry article (Northern Miner), the CEO said SGU may decide in H1 2026 whether the Viken project will be classified as a national interest (“riksintresse”), a potentially positive signal for future state support/permitting. Mar 11, 2026: The company published an updated corporate presentation. Mar 13, 2026: The share price dropped sharply (~-11.5% on the day) without a clear company-specific trigger, highlighting elevated near-term volatility ahead of the PEA and regulatory milestones.