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Capsol Technologies ASA - Karbonfangst

Capsol Technologies ASA: Q1 2025 pipeline growth driven by first FID, EU applications and large client

Capsol Technologies ASA, a leading provider of carbon capture technology, today
reports continued growth in its mature project pipeline.

With offtake agreements and the award of Swedish funding in place, and
subsequent Final Investment Decision (FID) for Stockholm Exergi’s large-scale
bioenergy with carbon capture and storage (BECCS) project, there is increased
client interest in progressing projects with Capsol’s technology.

As of Q1 2025, Capsol’s mature pipeline exceeds 21 million tonnes of annual CO?
capture capacity, representing 65% year-on-year growth.

Yesterday, April 24, was the deadline for calls for applications to EU’s 2.4
billion EUR innovation fund support for net zero technologies. Capsol has
delivered engineering work supporting applications for projects totalling
approximately two million tonnes of potential CO? capture, with over one million
tonnes contributed by new projects added to the mature pipeline in Q1 2025.

“Industrial clients select Capsol for our energy- and cost-efficient carbon
capture solutions, backed by a strong safety and environmental profile. The
Stockholm Exergi FID has clearly demonstrated that projects using Capsol’s
technology can be bankable. As a result, we’re seeing increased demand for
engineering support as clients prepare funding applications,” said Wendy Lam,
CEO of Capsol Technologies.

In parallel, Capsol has provided engineering work for two US projects in the
BECCS and gas turbine segments, representing a combined potential of 500,000
tonnes. This work is part of ongoing project development activity.

Further pipeline growth was driven by expanded scope with an existing large
client in cement, which added approximately four million tonnes as the company
matures additional projects for carbon capture deployment.

At the same time the company has done a thorough pipeline review and taken out
projects that are deemed less likely to proceed, leaving the current pipeline at
21 million tonnes of annual CO? capture capacity at end of Q1 2025.

Capsol Technologies will publish its Q1 2025 interim report on May 13, 2025.

Børspause?

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Nesten ingen på selgersiden, håper det fortsetter

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Pause igjen

12 min nå… hmmm

Selskapet har nå fått skikkelig traction. Med den første Final Investment Decision (FID) for et storskala BECCS prosjekt og en 65 % økning i pipeline på ett år så viser selskapet at teknologien ikke bare fungerer, men er kommersielt levedyktig. De har ryddet godt i porteføljen syns jeg og står nå igjen med realistiske prosjekter som kan generere inntekter.
Med økt etterspørsel fra storkunder både i sementindustrien og globalt har Capsol vist at de er mer enn bare en idé. De er på vei til å levere på det de har lovet. Traction er på plass og veien videre ser langt mer konkret ut spør du meg. Gledelig melding.

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Og cash positive

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Veldig positivt. Men makan så mye pauser det ble på børs nå

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2 ordrer på kr 100 000 kvar…hmmm

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https://newsweb.oslobors.no/message/646105

Denne er fra PAS:
“The company has engaged Pareto Securities to advance ongoing discussions with potential strategic partners and review growth financing options. Due to PAS role in advising the company, we have removed TP and rec.”

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Ser ikke akkurat dårlig ut for de neste 12-18mnd. Potensielt FID for 900m i løpet av 2026. Virker som en veldig stabil ledelse. Spent på hvilke strategiske partnere de ender opp med.

Ja, blir spennende fremover. Har stor tru.

Ja har hatt aksjer her bra lenge nå, uten noen avkastning å snakke om. Men ut fra presentasjonen i dag så tenker jeg at denne bør gå minst 2-3x det neste året. Får bare holde og se.

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Noen som har en god oversikt over hvordan aksjer har byttet hender her siste par mnd?